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 | |
|---|---|---|---|---|---|---|---|
| 501 | IDR INVESTMENT MANAGEMENT, LLC | 286208 | $10.19B | $10.19B | 15 | 2026-03-31 | → |
| 502 | ARIN RISK ADVISORS LLC | 151491 | $10.19B | $10.19B | 11 | 2026-03-31 | → |
| 503 | KOPERNIK GLOBAL INVESTORS, LLC | 168625 | $10.18B | $10.18B | 44 | 2026-03-31 | → |
| 504 | CHAMPLAIN INVESTMENT PARTNERS, LLC | 132474 | $10.18B | $10.18B | 32 | 2026-03-31 | → |
| 505 | VALMARK ADVISERS INC | 108050 | $10.17B | $10.17B | 280 | 2026-06-30 | → |
| 506 | SPROTT ASSET MANAGEMENT USA INC. | 139022 | $10.12B | $10.12B | 64 | 2026-03-31 | → |
| 507 | MAN SOLUTIONS LLC | 157592 | $10.10B | $10.10B | 22 | 2026-03-31 | → |
| 508 | FORESIGHT GROUP LLP | 311974 | $10.06B | $10.06B | 347 | 2026-06-30 | → |
| 509 | FIDUCIARY COUNSELLING INC | 104753 | $10.06B | $10.06B | 87 | 2026-03-31 | → |
| 510 | MEKETA INVESTMENT GROUP INC | 110601 | $9.99B | $9.99B | 248 | 2026-03-31 | → |
| 511 | AXONIC CAPITAL LLC | 159518 | $9.96B | $9.96B | 74 | 2026-03-31 | → |
| 512 | AGINCOURT CAPITAL MANAGEMENT, LLC | 112096 | $9.95B | $9.95B | 18 | 2026-03-31 | → |
| 513 | BLUECOVE LIMITED | 307090 | $9.89B | $9.89B | 62 | 2026-03-31 | → |
| 514 | CLEARBRIDGE INVESTMENT MANAGEMENT LIMITED | 139012 | $9.89B | $9.89B | 44 | 2026-06-30 | → |
| 515 | RIVER ROAD ASSET MANAGEMENT, LLC | 134918 | $9.85B | $9.85B | 46 | 2026-03-31 | → |
| 516 | CONSULTING GROUP ADVISORY SERVICES LLC | 137463 | $9.82B | $9.82B | 17 | 2026-03-31 | → |
| 517 | ALTAIR ADVISERS, LLC | 120642 | $9.76B | $9.76B | 75 | 2026-03-31 | → |
| 518 | F L PUTNAM INVESTMENT MANAGEMENT CO. | 106223 | $9.72B | $9.72B | 160 | 2026-05-31 | → |
| 519 | SIMPLIFY ASSET MANAGEMENT INC. | 309535 | $9.64B | $9.64B | 45 | 2025-10-31 | → |
| 520 | HORIZON KINETICS ASSET MANAGEMENT LLC | 106096 | $9.61B | $9.61B | 80 | 2026-04-30 | → |
| 521 | FRONTIER CAPITAL MANAGEMENT CO LLC | 106274 | $9.60B | $9.60B | 38 | 2026-03-31 | → |
| 522 | ROUNDHILL FINANCIAL INC. | 300799 | $9.59B | $9.59B | 13 | 2026-02-28 | → |
| 523 | WESTWOOD GLOBAL INVESTMENTS LLC | 125012 | $9.47B | $9.47B | 30 | 2026-03-31 | → |
| 524 | HOOD RIVER CAPITAL MANAGEMENT LLC | 166089 | $9.45B | $9.45B | 20 | 2026-05-31 | → |
| 525 | SLR CAPITAL PARTNERS, LLC | 146106 | $9.42B | $9.42B | 65 | 2026-03-31 | → |
| 526 | RESOLUTION CAPITAL LIMITED | 142409 | $9.39B | $9.39B | 28 | 2025-09-30 | → |
| 527 | GRANITESHARES ADVISORS LLC | 287806 | $9.19B | $9.19B | 6 | 2026-01-31 | → |
| 528 | ELLINGTON GLOBAL ASSET MANAGEMENT, LLC | 141772 | $9.18B | $9.18B | 164 | 2026-03-31 | → |
| 529 | AVIVA INVESTORS CANADA INC. | 333457 | $9.15B | $9.15B | 18 | 2026-03-31 | → |
| 530 | CRAWFORD INVESTMENT COUNSEL INC | 110271 | $9.14B | $9.14B | 54 | 2026-03-31 | → |
| 531 | H. M. PAYSON & CO. | 2993 | $9.09B | $9.09B | 34 | 2026-03-31 | → |
| 532 | BRADLEY FOSTER & SARGENT INC | 106928 | $9.07B | $9.07B | 61 | 2026-04-30 | → |
| 533 | JOHCM (USA) INC | 167596 | $9.01B | $9.01B | 60 | 2025-09-30 | → |
| 534 | CROSSMARK GLOBAL INVESTMENTS, INC. | 113360 | $8.98B | $8.98B | 54 | 2026-06-30 | → |
| 535 | KINGSVIEW WEALTH MANAGEMENT, LLC | 148107 | $8.96B | $8.96B | 285 | 2026-06-30 | → |
| 536 | IMPAX ASSET MANAGEMENT LLC | 114335 | $8.94B | $8.94B | 93 | 2025-12-31 | → |
| 537 | TORTOISE CAPITAL ADVISORS, L.L.C. | 123711 | $8.93B | $8.93B | 34 | 2026-04-30 | → |
| 538 | ADVENT CAPITAL MANAGEMENT, LLC | 113013 | $8.82B | $8.82B | 58 | 2026-03-31 | → |
| 539 | HARDMAN JOHNSTON GLOBAL ADVISORS LLC | 112500 | $8.77B | $8.77B | 27 | 2026-03-31 | → |
| 540 | HAMLIN CAPITAL MANAGEMENT, LLC | 119278 | $8.71B | $8.71B | 24 | 2026-03-31 | → |
| 541 | SIXTH STREET LENDING PARTNERS ADVISERS, LLC | 320821 | $8.69B | $8.69B | 66 | 2026-03-31 | → |
| 542 | MILLBURN RIDGEFIELD LLC | 148870 | $8.67B | $8.67B | 59 | 2026-05-31 | → |
| 543 | FIL INVESTMENT ADVISORS | 111103 | $8.65B | $8.65B | 7 | 2026-03-31 | → |
| 544 | SATURNA CAPITAL CORPORATION | 25586 | $8.62B | $8.62B | 83 | 2026-02-28 | → |
| 545 | TIFF ADVISORY SERVICES, LLC | 327436 | $8.62B | $8.62B | 70 | 2026-03-31 | → |
| 546 | ONE CAPITAL MANAGEMENT, LLC | 114861 | $8.53B | $8.53B | 103 | 2026-06-30 | → |
| 547 | HORIZON INVESTMENTS LLC | 109552 | $8.47B | $8.47B | 76 | 2026-03-31 | → |
| 548 | IRONWOOD CAPITAL MANAGEMENT CORP | 109330 | $8.23B | $8.23B | 43 | 2026-03-31 | → |
| 549 | SAMSUNG ASSET MANAGEMENT (NEW YORK), INC. | 133827 | $8.17B | $8.17B | 13 | 2026-03-31 | → |
| 550 | BRAMSHILL INVESTMENTS, LLC | 162492 | $8.14B | $8.14B | 38 | 2026-03-31 | → |
| 551 | HARVEST FUND ADVISORS LLC | 154425 | $8.13B | $8.13B | 14 | 2026-03-31 | → |
| 552 | MARSHFIELD ASSOCIATES, INC. | 150614 | $8.12B | $8.12B | 27 | 2026-03-31 | → |
| 553 | WEITZ INVESTMENT MANAGEMENT, INC. | 105088 | $8.08B | $8.08B | 36 | 2026-03-31 | → |
| 554 | HOWARD CAPITAL MANAGEMENT, INC. | 118070 | $8.01B | $8.01B | 45 | 2026-06-30 | → |
| 555 | CION ARES MANAGEMENT, LLC | 284930 | $8.00B | $8.00B | 18 | 2026-05-31 | → |
| 556 | SECURITY INVESTORS, LLC | 105477 | $7.97B | $7.97B | 20 | 2026-03-31 | → |
| 557 | POLUNIN CAPITAL PARTNERS LIMITED | 159031 | $7.96B | $7.96B | 17 | 2026-03-31 | → |
| 558 | TIMESSQUARE CAPITAL MANAGEMENT, LLC | 132694 | $7.90B | $7.90B | 41 | 2026-03-31 | → |
| 559 | D.F. DENT AND COMPANY, INC. | 105179 | $7.88B | $7.88B | 31 | 2026-06-30 | → |
| 560 | MIRAE ASSET GLOBAL INVESTMENTS (HONG KONG) LIMITED | 152807 | $7.87B | $7.87B | 64 | 2026-03-31 | → |
| 561 | STEPHENS INVESTMENT MANAGEMENT GROUP, LLC | 136369 | $7.86B | $7.86B | 22 | 2026-03-31 | → |
| 562 | GUGGENHEIM FUNDS DISTRIBUTORS, LLC | 39805 | $7.80B | $7.80B | 245 | 2026-03-31 | → |
| 563 | AMOVA ASSET MANAGEMENT AMERICAS, INC. | 824 | $7.78B | $7.78B | 27 | 2026-06-30 | → |
| 564 | DSM CAPITAL PARTNERS LLC | 113609 | $7.56B | $7.56B | 25 | 2026-05-31 | → |
| 565 | BAILARD, INC. | 110550 | $7.56B | $7.56B | 83 | 2026-05-31 | → |
| 566 | OSTERWEIS CAPITAL MANAGEMENT LLC | 109580 | $7.50B | $7.50B | 666 | 2026-03-31 | → |
| 567 | HOMESTEAD ADVISERS CORP. | 109845 | $7.45B | $7.45B | 40 | 2026-06-30 | → |
| 568 | CAPITAL ADVISORS, INC. | 104643 | $7.43B | $7.43B | 69 | 2026-03-31 | → |
| 569 | GRAMERCY FUNDS MANAGEMENT LLC | 152209 | $7.42B | $7.42B | 75 | 2026-03-31 | → |
| 570 | EVENTIDE ASSET MANAGEMENT, LLC | 147110 | $7.38B | $7.38B | 69 | 2026-03-31 | → |
| 571 | LYRICAL ASSET MANAGEMENT LP | 148267 | $7.37B | $7.37B | 30 | 2026-03-31 | → |
| 572 | FIRST NATIONAL ADVISERS, LLC | 277146 | $7.37B | $7.37B | 35 | 2026-06-30 | → |
| 573 | CLEARBRIDGE INC. | 110909 | $7.31B | $7.31B | 4 | 2025-10-31 | → |
| 574 | PACIFIC HEIGHTS ASSET MANAGEMENT, LLC | 124365 | $7.27B | $7.27B | 10 | 2026-02-28 | → |
| 575 | BONDBLOXX INVESTMENT MANAGEMENT CORPORATION | 317318 | $7.24B | $7.24B | 32 | 2026-03-31 | → |
| 576 | BDT & MSD BDC MANAGEMENT, LLC | 330624 | $7.18B | $7.18B | 498 | 2026-03-31 | → |
| 577 | BROWN BROTHERS HARRIMAN & CO. | 111231 | $7.15B | $7.15B | 48 | 2026-03-31 | → |
| 578 | TWEEDY, BROWNE COMPANY LLC | 6857 | $7.13B | $7.13B | 39 | 2026-06-30 | → |
| 579 | PYRFORD INTERNATIONAL LTD | 105646 | $7.07B | $7.07B | 35 | 2026-06-30 | → |
| 580 | GLG LLC | 138802 | $7.04B | $7.04B | 29 | 2026-03-31 | → |
| 581 | CASPIAN CAPITAL, LP | 155751 | $7.03B | $7.03B | 29 | 2026-03-31 | → |
| 582 | COMMUNITY CAPITAL MANAGEMENT, LLC | 109368 | $7.00B | $7.00B | 39 | 2026-06-30 | → |
| 583 | CANNELL & SPEARS LLC | 142633 | $6.99B | $6.99B | 40 | 2026-03-31 | → |
| 584 | BLUE OWL TECHNOLOGY CREDIT ADVISORS II LLC | 316821 | $6.95B | $6.95B | 250 | 2026-03-31 | → |
| 585 | CONESTOGA CAPITAL ADVISORS, LLC | 111750 | $6.94B | $6.94B | 18 | 2026-03-31 | → |
| 586 | PGIM DC SOLUTIONS LLC | 318800 | $6.90B | $6.90B | 66 | 2026-05-31 | → |
| 587 | PROVIDENT TRUST COMPANY | 110118 | $6.86B | $6.86B | 12 | 2026-04-30 | → |
| 588 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 110986 | $6.84B | $6.84B | 74 | 2026-06-30 | → |
| 589 | LMCG INVESTMENTS, LLC | 149936 | $6.83B | $6.83B | 46 | 2026-04-30 | → |
| 590 | ABBEY CAPITAL LIMITED | 153498 | $6.82B | $6.82B | 77 | 2026-01-31 | → |
| 591 | RFG ADVISORY, LLC | 158401 | $6.81B | $6.81B | 311 | 2026-06-30 | → |
| 592 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 146019 | $6.72B | $6.72B | 55 | 2026-03-31 | → |
| 593 | MONROE CAPITAL BDC ADVISORS, LLC | 165657 | $6.71B | $6.71B | 101 | 2026-03-31 | → |
| 594 | NORTH OF SOUTH CAPITAL LLP | 300917 | $6.70B | $6.70B | 14 | 2026-03-31 | → |
| 595 | BC PARTNERS ADVISORS L.P. | 288495 | $6.69B | $6.69B | 120 | 2026-03-31 | → |
| 596 | LADENBURG THALMANN ASSET MANAGEMENT INC | 108604 | $6.68B | $6.68B | 30 | 2026-05-31 | → |
| 597 | PROSPECT CAPITAL MANAGEMENT L.P. | 131018 | $6.64B | $6.64B | 143 | 2026-03-31 | → |
| 598 | MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT, LLC | 106054 | $6.63B | $6.63B | 83 | 2026-03-31 | → |
| 599 | K2/D&S MANAGEMENT CO., L.L.C. | 123826 | $6.53B | $6.53B | 30 | 2026-04-30 | → |
| 600 | CCM PARTNERS, LP | 104720 | $6.52B | $6.52B | 48 | 2026-05-31 | → |
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