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 | |
|---|---|---|---|---|---|---|---|
| 401 | STEPSTONE GROUP PRIVATE WEALTH LLC | 305881 | $17.93B | $17.93B | 128 | 2026-06-30 | → |
| 402 | WILMINGTON TRUST INVESTMENT ADVISORS, INC. | 106909 | $17.83B | $17.83B | 104 | 2026-05-31 | → |
| 403 | F/M INVESTMENTS LLC | 304405 | $17.74B | $17.74B | 83 | 2026-03-31 | → |
| 404 | AMPLIFY INVESTMENTS LLC | 173781 | $17.70B | $17.70B | 42 | 2026-03-31 | → |
| 405 | MERGANSER CAPITAL MANAGEMENT, LLC | 169258 | $17.66B | $17.66B | 32 | 2026-03-31 | → |
| 406 | PENSERRA CAPITAL MANAGEMENT LLC | 159042 | $17.50B | $17.50B | 16 | 2026-03-31 | → |
| 407 | RWC ASSET MANAGEMENT LLP | 168656 | $17.32B | $17.32B | 149 | 2026-03-31 | → |
| 408 | FIERA CAPITAL INC. | 113638 | $17.28B | $17.28B | 95 | 2026-03-31 | → |
| 409 | MANNING & NAPIER ADVISORS, LLC | 105992 | $17.03B | $17.03B | 195 | 2026-06-30 | → |
| 410 | CARILLON TOWER ADVISERS, INC. | 174904 | $16.86B | $16.86B | 175 | 2026-05-31 | → |
| 411 | T. ROWE PRICE AUSTRALIA LIMITED | 290594 | $16.71B | $16.71B | 55 | 2026-03-31 | → |
| 412 | SUSTAINABLE GROWTH ADVISERS, LP | 127447 | $16.66B | $16.66B | 33 | 2026-03-31 | → |
| 413 | ARISTOTLE INVESTMENT SERVICES, LLC | 324207 | $16.50B | $16.50B | 27 | 2026-03-31 | → |
| 414 | O'CONNOR ALTERNATIVE INVESTMENTS, LLC | 336332 | $16.37B | $16.37B | 65 | 2026-05-31 | → |
| 415 | VENERABLE INVESTMENT ADVISERS, LLC | 330755 | $16.27B | $16.27B | 12 | 2026-05-31 | → |
| 416 | NATIONAL INVESTMENT SERVICES OF AMERICA, LLC | 307169 | $16.25B | $16.25B | 38 | 2026-05-31 | → |
| 417 | GREAT LAKES ADVISORS, LLC | 110757 | $16.16B | $16.16B | 84 | 2026-05-31 | → |
| 418 | BLUE OWL TECHNOLOGY CREDIT ADVISORS LLC | 297497 | $16.10B | $16.10B | 250 | 2026-03-31 | → |
| 419 | FS/KKR ADVISOR, LLC | 292803 | $16.10B | $16.10B | 736 | 2026-06-30 | → |
| 420 | WILMINGTON FUNDS MANAGEMENT CORPORATION | 105163 | $16.08B | $16.08B | 39 | 2026-03-31 | → |
| 421 | 50 SOUTH CAPITAL ADVISORS, LLC | 174762 | $16.07B | $16.07B | 68 | 2026-03-31 | → |
| 422 | SILVERBAY CAPITAL MANAGEMENT LLC | 151259 | $16.06B | $16.06B | 82 | 2026-03-31 | → |
| 423 | ARK INVESTMENT MANAGEMENT LLC | 169525 | $15.98B | $15.98B | 58 | 2026-04-30 | → |
| 424 | EVERCORE WEALTH MANAGEMENT, LLC | 148399 | $15.52B | $15.52B | 97 | 2026-03-31 | → |
| 425 | INTECH INVESTMENT MANAGEMENT LLC | 119232 | $15.47B | $15.47B | 41 | 2026-03-31 | → |
| 426 | BANNER RIDGE PARTNERS, LP | 304928 | $15.32B | $15.32B | 27 | 2026-03-31 | → |
| 427 | C WORLDWIDE ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 173234 | $15.28B | $15.28B | 112 | 2026-03-31 | → |
| 428 | CAVANAL HILL INVESTMENT MANAGEMENT, INC. | 110774 | $15.23B | $15.23B | 47 | 2026-03-31 | → |
| 429 | NATIONWIDE ASSET MANAGEMENT, LLC | 143668 | $15.19B | $15.19B | 212 | 2026-03-31 | → |
| 430 | POMONA MANAGEMENT LLC | 148269 | $15.16B | $15.16B | 41 | 2026-03-31 | → |
| 431 | SIT FIXED INCOME ADVISORS II, LLC | 108271 | $14.97B | $14.97B | 73 | 2026-06-30 | → |
| 432 | THE LONDON COMPANY OF VIRGINIA, LLC | 106654 | $14.89B | $14.89B | 56 | 2026-03-31 | → |
| 433 | ZACKS INVESTMENT MANAGEMENT, INC. | 110897 | $14.59B | $14.59B | 132 | 2026-05-31 | → |
| 434 | T. ROWE PRICE SINGAPORE PRIVATE LTD | 155831 | $14.28B | $14.28B | 81 | 2026-03-31 | → |
| 435 | FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA | 128610 | $14.25B | $14.25B | 15 | 2026-06-30 | → |
| 436 | BSP NY LLC | 128557 | $14.24B | $14.24B | 18 | 2026-03-31 | → |
| 437 | AMOVA ASSET MANAGEMENT ASIA LIMITED | 161589 | $14.23B | $14.23B | 137 | 2026-06-30 | → |
| 438 | CONGRESS ASSET MANAGEMENT COMPANY, LLP | 105161 | $14.20B | $14.20B | 79 | 2026-03-31 | → |
| 439 | APTUS CAPITAL ADVISORS, LLC | 167626 | $14.14B | $14.14B | 40 | 2026-03-31 | → |
| 440 | OAKTREE FUND ADVISORS, LLC | 290193 | $14.10B | $14.10B | 451 | 2026-03-31 | → |
| 441 | FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP. | 106277 | $14.09B | $14.09B | 39 | 2026-05-31 | → |
| 442 | FRANKLIN ADVISORY SERVICES, LLC | 111361 | $14.07B | $14.07B | 2 | 2026-06-30 | → |
| 443 | DOLAN MCENIRY CAPITAL MANAGEMENT LLC | 108658 | $13.76B | $13.76B | 26 | 2026-03-31 | → |
| 444 | CENTERSQUARE INVESTMENT MANAGEMENT LLC | 290078 | $13.70B | $13.70B | 100 | 2026-03-31 | → |
| 445 | MIROVA US LLC | 300152 | $13.62B | $13.62B | 64 | 2026-03-31 | → |
| 446 | ALPHA ARCHITECT, LLC | 153905 | $13.50B | $13.50B | 12 | 2026-06-30 | → |
| 447 | CAPITAL FUND MANAGEMENT S.A. | 125780 | $13.38B | $13.38B | 348 | 2026-03-31 | → |
| 448 | EAGLE POINT CREDIT MANAGEMENT LLC | 166370 | $13.24B | $13.24B | 120 | 2026-05-31 | → |
| 449 | SMITH CAPITAL INVESTORS, LLC | 294402 | $13.11B | $13.11B | 30 | 2026-02-28 | → |
| 450 | POST ADVISORY GROUP, LLC | 108860 | $13.03B | $13.03B | 49 | 2026-05-31 | → |
| 451 | CHARTWELL INVESTMENT PARTNERS, LLC | 170335 | $12.97B | $12.97B | 31 | 2026-05-31 | → |
| 452 | STATE FARM INVESTMENT MANAGEMENT CORP. | 3487 | $12.94B | $12.94B | 7,930 | 2026-04-30 | → |
| 453 | PACIFIC CAPITAL PARTNERS LIMITED | 305066 | $12.88B | $12.88B | 62 | 2025-09-30 | → |
| 454 | ARIEL INVESTMENTS, LLC | 108211 | $12.78B | $12.78B | 109 | 2026-04-30 | → |
| 455 | FRANKLIN TEMPLETON INVESTMENTS CORP. | 111364 | $12.77B | $12.77B | 193 | 2025-12-31 | → |
| 456 | DUFF & PHELPS INVESTMENT MANAGEMENT CO. | 107296 | $12.75B | $12.75B | 53 | 2026-04-30 | → |
| 457 | FIRST EAGLE ALTERNATIVE CREDIT, LLC | 150900 | $12.56B | $12.56B | 79 | 2026-06-30 | → |
| 458 | WESTWOOD MANAGEMENT CORP | 110269 | $12.46B | $12.46B | 95 | 2026-03-31 | → |
| 459 | ROYCE & ASSOCIATES, LP | 107689 | $12.41B | $12.41B | 89 | 2026-02-28 | → |
| 460 | FIRST TRUST CAPITAL MANAGEMENT L.P. | 317825 | $12.28B | $12.28B | 62 | 2026-03-31 | → |
| 461 | MACQUARIE INVESTMENT MANAGEMENT AUSTRIA KAPITALANLAGE AG | 290998 | $12.27B | $12.27B | 35 | 2025-06-30 | → |
| 462 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 106975 | $12.24B | $12.24B | 53 | 2026-03-31 | → |
| 463 | ALTRINSIC GLOBAL ADVISORS, LLC | 109678 | $12.22B | $12.22B | 34 | 2026-03-31 | → |
| 464 | MAIRS AND POWER INC | 110351 | $12.14B | $12.14B | 60 | 2026-04-30 | → |
| 465 | CHRISTIAN BROTHERS INVESTMENT SERVICES, INC. | 104604 | $11.94B | $11.94B | 38 | 2026-03-31 | → |
| 466 | STONEBRIDGE ADVISORS LLC | 134017 | $11.83B | $11.83B | 15 | 2026-03-31 | → |
| 467 | AKRE CAPITAL MANAGEMENT, LLC | 109242 | $11.82B | $11.82B | 12 | 2026-06-30 | → |
| 468 | SPARX ASSET MANAGEMENT CO., LTD. | 134747 | $11.71B | $11.71B | 145 | 2026-06-30 | → |
| 469 | YACKTMAN ASSET MANAGEMENT LP | 164420 | $11.71B | $11.71B | 19 | 2026-03-31 | → |
| 470 | GAMCO ASSET MANAGEMENT INC. | 104950 | $11.69B | $11.69B | 120 | 2026-03-31 | → |
| 471 | WINTON CAPITAL MANAGEMENT LTD. | 130566 | $11.67B | $11.67B | 149 | 2026-03-31 | → |
| 472 | CSM ADVISORS, LLC | 306128 | $11.65B | $11.65B | 44 | 2026-05-31 | → |
| 473 | GATEWAY INVESTMENT ADVISERS, LLC | 146681 | $11.59B | $11.59B | 28 | 2026-04-30 | → |
| 474 | CURI CAPITAL, LLC | 134249 | $11.58B | $11.58B | 180 | 2026-03-31 | → |
| 475 | CULLEN CAPITAL MANAGEMENT, LLC | 113128 | $11.58B | $11.58B | 64 | 2026-03-31 | → |
| 476 | KRANE FUNDS ADVISORS, LLC | 157103 | $11.57B | $11.57B | 50 | 2026-03-31 | → |
| 477 | SPRUCEGROVE INVESTMENT MANAGEMENT LTD | 106355 | $11.53B | $11.53B | 49 | 2026-04-30 | → |
| 478 | ANGEL OAK CAPITAL ADVISORS, LLC | 151090 | $11.49B | $11.49B | 78 | 2026-03-31 | → |
| 479 | GUINNESS ASSET MANAGEMENT LIMITED | 140891 | $11.43B | $11.43B | 81 | 2025-12-31 | → |
| 480 | FIDUCIARY MANAGEMENT, INC. | 109149 | $11.36B | $11.36B | 25 | 2026-06-30 | → |
| 481 | AB PRIVATE CREDIT INVESTORS LLC | 173027 | $11.36B | $11.36B | 1 | 2026-05-31 | → |
| 482 | PT ASSET MANAGEMENT, LLC | 107619 | $11.35B | $11.35B | 52 | 2026-03-31 | → |
| 483 | BRIDGES INVESTMENT MANAGEMENT INC | 108028 | $11.31B | $11.31B | 79 | 2026-06-30 | → |
| 484 | NEW MOUNTAIN FINANCE ADVISERS, L.L.C. | 155493 | $11.23B | $11.23B | 235 | 2026-06-30 | → |
| 485 | STONE POINT CREDIT ADVISER LLC | 310377 | $11.13B | $11.13B | 80 | 2026-03-31 | → |
| 486 | BNY MELLON ETF INVESTMENT ADVISER, LLC | 306148 | $11.10B | $11.10B | 3 | 2026-06-30 | → |
| 487 | ASSET PRESERVATION ADVISORS, LLC | 106741 | $11.05B | $11.05B | 28 | 2026-03-31 | → |
| 488 | MORGAN STANLEY INVESTMENT MANAGEMENT COMPANY | 126896 | $10.94B | $10.94B | 51 | 2026-03-31 | → |
| 489 | LOOP CAPITAL ASSET MANAGEMENT - TCH LLC | 149280 | $10.81B | $10.81B | 23 | 2026-03-31 | → |
| 490 | CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 106256 | $10.80B | $10.80B | 60 | 2026-03-31 | → |
| 491 | ACR ALPINE CAPITAL RESEARCH, LLC | 110933 | $10.79B | $10.79B | 35 | 2026-06-30 | → |
| 492 | GUARDIAN CAPITAL LP | 105078 | $10.68B | $10.68B | 90 | 2026-03-31 | → |
| 493 | TRINITY STREET ASSET MANAGEMENT LLP | 152728 | $10.58B | $10.58B | 30 | 2026-06-30 | → |
| 494 | COOKE & BIELER, L.P. | 113859 | $10.56B | $10.56B | 32 | 2026-03-31 | → |
| 495 | ELDRIDGE STRUCTURED CREDIT ADVISERS, LLC | 313420 | $10.53B | $10.53B | 292 | 2026-03-31 | → |
| 496 | RUANE, CUNNIFF & GOLDFARB L.P. | 285971 | $10.53B | $10.53B | 52 | 2026-03-31 | → |
| 497 | ABS INVESTMENT MANAGEMENT LLC | 127290 | $10.48B | $10.48B | 47 | 2026-06-30 | → |
| 498 | CATALYST CAPITAL ADVISORS LLC | 139895 | $10.30B | $10.30B | 17 | 2026-03-31 | → |
| 499 | TOCQUEVILLE ASSET MANAGEMENT LP | 105690 | $10.24B | $10.24B | 73 | 2026-03-31 | → |
| 500 | ALGERT GLOBAL LLC | 125523 | $10.20B | $10.20B | 24 | 2026-05-31 | → |
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