Research Report · 2026-06-30
Registered Investment Advisers Reporting Pooled-Portfolio Management
SEC-registered investment advisers that report pooled-vehicle portfolio management services, ranked by AUM.
Firms
1,000
Total AUM
$111.48T
Median AUM
$10.19B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | AUM↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 901 | HOISINGTON INVESTMENT MANAGEMENT CO | 107710 | $1.79B | $1.79B | 9 | 2026-03-31 | → |
| 902 | MORGAN CREEK CAPITAL MANAGEMENT, LLC | 138401 | $1.79B | $1.79B | 29 | 2026-03-31 | → |
| 903 | OAK ASSOCIATES LTD | 108874 | $1.78B | $1.78B | 8 | 2026-03-31 | → |
| 904 | VISTA CREDIT BDC MANAGEMENT, L.P. | 326611 | $1.77B | $1.77B | 0 | 2026-06-30 | → |
| 905 | OFS CAPITAL MANAGEMENT, LLC | 153533 | $1.76B | $1.76B | 47 | 2026-03-31 | → |
| 906 | QUANTUM ADVISORS PRIVATE LIMITED | 141476 | $1.75B | $1.75B | 68 | 2026-06-30 | → |
| 907 | CUSHING ASSET MANAGEMENT, LP | 131517 | $1.75B | $1.75B | 10 | 2026-03-31 | → |
| 908 | RICE HALL JAMES & ASSOCIATES LLC | 125410 | $1.74B | $1.74B | 23 | 2026-05-31 | → |
| 909 | BCPC ADVISORS, LP | 327851 | $1.74B | $1.74B | 682 | 2026-03-31 | → |
| 910 | STEELE CREEK INVESTMENT MANAGEMENT LLC | 170209 | $1.74B | $1.74B | 12 | 2026-03-31 | → |
| 911 | MSC ADVISER I, LLC | 169939 | $1.73B | $1.73B | 116 | 2026-03-31 | → |
| 912 | COMMONWEALTH CREDIT ADVISORS, LLC | 312541 | $1.73B | $1.73B | 150 | 2026-03-31 | → |
| 913 | GALAXY DIGITAL CAPITAL MANAGEMENT LP | 293908 | $1.72B | $1.72B | 61 | 2026-04-30 | → |
| 914 | ADVISORSHARES INVESTMENTS, LLC | 149782 | $1.72B | $1.72B | 11 | 2026-03-31 | → |
| 915 | CLARKSTON CAPITAL PARTNERS, LLC | 143456 | $1.71B | $1.71B | 21 | 2026-03-31 | → |
| 916 | P/E GLOBAL LLC | 155642 | $1.71B | $1.71B | 62 | 2026-03-31 | → |
| 917 | ADVISORS PREFERRED LLC | 157980 | $1.69B | $1.69B | 9 | 2026-03-31 | → |
| 918 | ORANGE INVESTMENT ADVISORS, INC. | 107387 | $1.67B | $1.67B | 18 | 2026-03-31 | → |
| 919 | KBI GLOBAL INVESTORS (NORTH AMERICA) LTD | 113606 | $1.66B | $1.66B | 57 | 2026-03-31 | → |
| 920 | PICKERING ENERGY PARTNERS LP | 302116 | $1.66B | $1.66B | 51 | 2026-05-31 | → |
| 921 | WILLOW ASSET MANAGEMENT LLC | 282487 | $1.64B | $1.64B | 105 | 2026-06-30 | → |
| 922 | FS FUND ADVISOR, LLC | 286673 | $1.63B | $1.63B | 118 | 2026-03-31 | → |
| 923 | DESCHUTES PORTFOLIO STRATEGY, LLC | 155424 | $1.63B | $1.63B | 11 | 2026-03-31 | → |
| 924 | THIRD AVENUE MANAGEMENT LLC | 107545 | $1.63B | $1.63B | 19 | 2026-03-31 | → |
| 925 | INTREPID CAPITAL MANAGEMENT INC | 108516 | $1.62B | $1.62B | 16 | 2026-05-31 | → |
| 926 | L. ROY PAPP & ASSOCIATES, LLP | 105130 | $1.62B | $1.62B | 10 | 2026-05-31 | → |
| 927 | BLUE OWL ALTERNATIVE CREDIT ADVISORS II LLC | 334213 | $1.60B | $1.60B | 250 | 2026-03-31 | → |
| 928 | METAURUS ADVISORS LLC | 314425 | $1.58B | $1.58B | 8 | 2026-03-31 | → |
| 929 | REX ADVISERS, LLC | 327283 | $1.58B | $1.58B | 12 | 2026-03-31 | → |
| 930 | FLAT ROCK GLOBAL, LLC | 288551 | $1.57B | $1.57B | 13 | 2026-03-31 | → |
| 931 | OAK THISTLE LLC | 299086 | $1.55B | $1.55B | 11 | 2026-05-31 | → |
| 932 | CUTLER INVESTMENT COUNSEL, LLC | 128483 | $1.54B | $1.54B | 24 | 2026-03-31 | → |
| 933 | YCG, LLC | 145769 | $1.54B | $1.54B | 9 | 2026-03-31 | → |
| 934 | ROBINSON CAPITAL MANAGEMENT, LLC | 166182 | $1.54B | $1.54B | 10 | 2026-02-28 | → |
| 935 | EQUITABLE INVESTMENT MANAGEMENT, LLC | 322513 | $1.53B | $1.53B | 67 | 2026-03-31 | → |
| 936 | INFINITY CAPITAL ADVISORS, LLC | 159852 | $1.53B | $1.53B | 20 | 2026-03-31 | → |
| 937 | NEXT CENTURY GROWTH INVESTORS LLC | 108978 | $1.52B | $1.52B | 9 | 2026-03-31 | → |
| 938 | EDGEMOOR INVESTMENT ADVISORS, INC. | 109104 | $1.52B | $1.52B | 9 | 2026-03-31 | → |
| 939 | GOEHRING & ROZENCWAJG ASSOCIATES, LLC | 283394 | $1.51B | $1.51B | 6 | 2026-05-31 | → |
| 940 | CLOUGH CAPITAL PARTNERS, LP | 131257 | $1.51B | $1.51B | 11 | 2026-03-31 | → |
| 941 | THE INFORMED MOMENTUM COMPANY LLC | 144908 | $1.49B | $1.49B | 22 | 2026-03-31 | → |
| 942 | FPLF MANAGEMENT LLC | 331881 | $1.49B | $1.49B | 140 | 2026-03-31 | → |
| 943 | CAPITAL IMPACT ADVISORS, LLC | 168313 | $1.49B | $1.49B | 5 | 2026-03-31 | → |
| 944 | FLEXIBLE PLAN INVESTMENTS LTD | 110762 | $1.48B | $1.48B | 68 | 2026-03-31 | → |
| 945 | RANGER INVESTMENT MANAGEMENT,L.P. | 124414 | $1.48B | $1.48B | 15 | 2026-03-31 | → |
| 946 | ACUITAS INVESTMENTS, LLC | 155782 | $1.48B | $1.48B | 7 | 2026-04-30 | → |
| 947 | FINANCIAL COUNSELORS INC | 106398 | $1.47B | $1.47B | 22 | 2026-03-31 | → |
| 948 | KKR REGISTERED ADVISOR LLC | 309284 | $1.46B | $1.46B | 26 | 2026-04-30 | → |
| 949 | TEMA ETFS LLC | 332224 | $1.46B | $1.46B | 18 | 2026-03-31 | → |
| 950 | NICHOLAS INVESTMENT PARTNERS, L.P. | 140159 | $1.45B | $1.45B | 12 | 2026-03-31 | → |
| 951 | CARY STREET PARTNERS ASSET MANAGEMENT LLC | 289178 | $1.45B | $1.45B | 49 | 2026-03-31 | → |
| 952 | LIQUID STRATEGIES, LLC | 170107 | $1.45B | $1.45B | 13 | 2026-03-31 | → |
| 953 | PRIVATE CAPITAL MANAGEMENT, LLC | 169172 | $1.44B | $1.44B | 21 | 2026-03-31 | → |
| 954 | FIDUS INVESTMENT ADVISORS, LLC | 156981 | $1.44B | $1.44B | 35 | 2026-03-31 | → |
| 955 | 1832 ASSET MANAGEMENT U.S. INC. | 120836 | $1.43B | $1.43B | 251 | 2026-05-31 | → |
| 956 | THE EDGAR LOMAX COMPANY | 105444 | $1.42B | $1.42B | 8 | 2026-03-31 | → |
| 957 | TRUEMARK INVESTMENTS, LLC | 306600 | $1.42B | $1.42B | 6 | 2026-06-30 | → |
| 958 | VIRTUS ADVISERS, LLC | 168955 | $1.42B | $1.42B | 8 | 2026-03-31 | → |
| 959 | V-SQUARE QUANTITATIVE MANAGEMENT LLC | 310355 | $1.42B | $1.42B | 5 | 2026-03-31 | → |
| 960 | LEADER CAPITAL CORP. | 46206 | $1.41B | $1.41B | 2 | 2026-01-31 | → |
| 961 | ALTRAVUE CAPITAL, LLC | 283260 | $1.41B | $1.41B | 4 | 2026-01-31 | → |
| 962 | ST. DENIS J. VILLERE & CO., LLC | 105159 | $1.40B | $1.40B | 5 | 2026-05-31 | → |
| 963 | MATRIX ASSET ADVISORS INC | 107408 | $1.40B | $1.40B | 12 | 2026-03-31 | → |
| 964 | ESM MANAGEMENT LLC | 150142 | $1.39B | $1.39B | 4 | 2026-03-31 | → |
| 965 | RECURRENT INVESTMENT ADVISORS LLC | 288694 | $1.38B | $1.38B | 6 | 2026-03-31 | → |
| 966 | UBS TRUST COMPANY OF PUERTO RICO | 313696 | $1.38B | $1.38B | 6 | 2026-03-31 | → |
| 967 | AEGIS FINANCIAL CORPORATION | 111587 | $1.37B | $1.37B | 6 | 2026-03-31 | → |
| 968 | SEIGA ASSET MANAGEMENT LIMITED | 288614 | $1.36B | $1.36B | 10 | 2026-03-31 | → |
| 969 | HILL INVESTMENT GROUP PARTNERS, LLC | 312052 | $1.35B | $1.35B | 12 | 2026-03-31 | → |
| 970 | ESTATE COUNSELORS, LLC | 123452 | $1.35B | $1.35B | 7 | 2026-03-31 | → |
| 971 | STRATEGY CAPITAL LLC | 169007 | $1.34B | $1.34B | 7 | 2026-03-31 | → |
| 972 | WEATHERBIE CAPITAL, LLC | 105991 | $1.34B | $1.34B | 7 | 2026-06-30 | → |
| 973 | FCO ADVISORS LP | 290182 | $1.34B | $1.34B | 11 | 2026-03-31 | → |
| 974 | U.S. GLOBAL INVESTORS, INC. | 111097 | $1.32B | $1.32B | 22 | 2026-02-28 | → |
| 975 | TRIPLEPOINT ADVISERS LLC | 168948 | $1.31B | $1.31B | 72 | 2026-03-31 | → |
| 976 | MOUNT LUCAS MANAGEMENT LP | 108255 | $1.30B | $1.30B | 15 | 2026-06-30 | → |
| 977 | SWAN CAPITAL MANAGEMENT, LLC | 164280 | $1.30B | $1.30B | 5 | 2026-03-31 | → |
| 978 | SYNERGY ASSET MANAGEMENT, LLC | 117201 | $1.30B | $1.30B | 14 | 2026-03-31 | → |
| 979 | SKERRYVORE ASSET MANAGEMENT LTD | 330060 | $1.30B | $1.30B | 17 | 2026-05-31 | → |
| 980 | BIONDO INVESTMENT ADVISORS LLC | 130105 | $1.29B | $1.29B | 17 | 2026-03-31 | → |
| 981 | BIP CAPITAL, LLC | 292983 | $1.29B | $1.29B | 50 | 2026-03-31 | → |
| 982 | ACADEMY ASSET MANAGEMENT, LLC | 319774 | $1.29B | $1.29B | 13 | 2026-02-28 | → |
| 983 | WAHED INVEST LLC | 242793 | $1.29B | $1.29B | 9 | 2026-06-30 | → |
| 984 | PIPER SANDLER & CO. | 665 | $1.28B | $1.28B | 1,402 | 2026-03-31 | → |
| 985 | LORD ABBETT PRIVATE CREDIT ADVISOR LLC | 332701 | $1.28B | $1.28B | 821 | 2025-12-31 | → |
| 986 | POPLAR FOREST CAPITAL LLC | 145250 | $1.28B | $1.28B | 10 | 2025-03-31 | → |
| 987 | CONNORS INVESTOR SERVICES INC | 106993 | $1.28B | $1.28B | 10 | 2026-03-31 | → |
| 988 | SOVEREIGN'S CAPITAL MANAGEMENT, LLC | 301879 | $1.28B | $1.28B | 37 | 2026-03-31 | → |
| 989 | L2 ASSET MANAGEMENT, LLC | 172688 | $1.27B | $1.27B | 7 | 2026-03-31 | → |
| 990 | MANAGED ASSET PORTFOLIOS, LLC | 109574 | $1.27B | $1.27B | 22 | 2026-03-31 | → |
| 991 | SILVER POINT SPECIALTY CREDIT FUND MANAGEMENT, LLC | 317225 | $1.26B | $1.26B | 357 | 2026-03-31 | → |
| 992 | GREEN CENTURY CAPITAL MANAGEMENT INC | 112442 | $1.26B | $1.26B | 16 | 2025-09-30 | → |
| 993 | HERITAGE CAPITAL ADVISORS, LLC | 310306 | $1.26B | $1.26B | 1 | 2026-03-31 | → |
| 994 | BANK OF HAWAII | 112324 | $1.25B | $1.25B | 34 | 2026-03-31 | → |
| 995 | ZADIG ASSET MANAGEMENT S.A. | 167166 | $1.25B | $1.25B | 7 | 2026-06-30 | → |
| 996 | HODGES CAPITAL MANAGEMENT INC | 110080 | $1.24B | $1.24B | 20 | 2025-10-31 | → |
| 997 | AGL US DL MANAGEMENT LLC | 331398 | $1.24B | $1.24B | 0 | 2026-03-31 | → |
| 998 | SEVEN GRAND MANAGERS LLC | 310026 | $1.24B | $1.24B | 11 | 2026-03-31 | → |
| 999 | THEMES MANAGEMENT COMPANY LLC | 323861 | $1.23B | $1.23B | 15 | 2026-03-31 | → |
| 1000 | QTRON INVESTMENTS LLC | 285608 | $1.23B | $1.23B | 7 | 2026-03-31 | → |
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