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 | |
|---|---|---|---|---|---|---|---|
| 601 | KORNITZER CAPITAL MANAGEMENT, INC. | 111087 | $6.49B | $6.49B | 41 | 2026-06-30 | → |
| 602 | JENSEN INVESTMENT MANAGEMENT INC | 105281 | $6.48B | $6.48B | 36 | 2026-03-31 | → |
| 603 | CREATIVEONE WEALTH, LLC | 281213 | $6.25B | $6.25B | 222 | 2026-05-31 | → |
| 604 | GLENMEDE INVESTMENT MANAGEMENT, LP | 108165 | $6.20B | $6.20B | 41 | 2026-03-31 | → |
| 605 | BRIGHTWOOD CAPITAL ADVISORS, LLC | 167330 | $6.19B | $6.19B | 64 | 2026-06-30 | → |
| 606 | BECK, MACK & OLIVER LLC | 105466 | $6.18B | $6.18B | 24 | 2026-03-31 | → |
| 607 | ANTARES CAPITAL CREDIT ADVISERS LLC | 328497 | $6.17B | $6.17B | 466 | 2026-03-31 | → |
| 608 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 122020 | $6.17B | $6.17B | 20 | 2026-03-31 | → |
| 609 | PENNANTPARK INVESTMENT ADVISERS, LLC | 143149 | $6.16B | $6.16B | 91 | 2026-03-31 | → |
| 610 | POLEN CAPITAL CREDIT, LLC | 108468 | $6.13B | $6.13B | 46 | 2026-05-31 | → |
| 611 | VULCAN VALUE PARTNERS LLC | 151190 | $6.08B | $6.08B | 38 | 2026-05-31 | → |
| 612 | NICHOLAS CO INC | 108347 | $6.08B | $6.08B | 16 | 2026-01-31 | → |
| 613 | DANA INVESTMENT ADVISORS INC | 105879 | $6.08B | $6.08B | 60 | 2026-03-31 | → |
| 614 | ENERGY INCOME PARTNERS LLC | 140799 | $6.06B | $6.06B | 21 | 2026-05-31 | → |
| 615 | W. H. REAVES & CO., INC. | 3140 | $5.94B | $5.94B | 21 | 2026-02-28 | → |
| 616 | DEPRINCE, RACE & ZOLLO, INC. | 112099 | $5.89B | $5.89B | 27 | 2026-05-31 | → |
| 617 | NS PARTNERS LTD | 110625 | $5.86B | $5.86B | 21 | 2026-06-30 | → |
| 618 | AIKYA INVESTMENT MANAGEMENT LIMITED | 310490 | $5.85B | $5.85B | 10 | 2026-05-31 | → |
| 619 | COLUMBIA WANGER ASSET MANAGEMENT, LLC | 111168 | $5.83B | $5.83B | 13 | 2025-06-30 | → |
| 620 | AETOS ALTERNATIVES MANAGEMENT, L.P. | 116761 | $5.80B | $5.80B | 19 | 2026-03-31 | → |
| 621 | STEPSTONE GROUP PRIVATE DEBT LLC | 323711 | $5.79B | $5.79B | 0 | 2026-06-30 | → |
| 622 | BECKER CAPITAL MANAGEMENT INC | 110489 | $5.73B | $5.73B | 42 | 2026-03-31 | → |
| 623 | DYNAMIC BETA INVESTMENTS LLC | 164972 | $5.67B | $5.67B | 7 | 2026-03-31 | → |
| 624 | SEPIO CAPITAL, LP | 285645 | $5.64B | $5.64B | 31 | 2026-04-30 | → |
| 625 | DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. | 13162 | $5.63B | $5.63B | 43 | 2026-06-30 | → |
| 626 | DONALD SMITH & CO., INC. | 104947 | $5.60B | $5.60B | 11 | 2026-03-31 | → |
| 627 | GENEVA CAPITAL MANAGEMENT LLC | 105432 | $5.60B | $5.60B | 20 | 2026-03-31 | → |
| 628 | SMEAD CAPITAL MANAGEMENT, INC. | 143567 | $5.52B | $5.52B | 18 | 2026-03-31 | → |
| 629 | CQS (US), LLC | 147329 | $5.49B | $5.49B | 16 | 2026-06-30 | → |
| 630 | FRONTIER ASSET MANAGEMENT, LLC | 109910 | $5.49B | $5.49B | 42 | 2026-03-31 | → |
| 631 | LOWE, BROCKENBROUGH & COMPANY, INC. | 105142 | $5.49B | $5.49B | 31 | 2026-05-31 | → |
| 632 | DISCIPLINED GROWTH INVESTORS INC | 106746 | $5.48B | $5.48B | 21 | 2026-03-31 | → |
| 633 | POLARIS CAPITAL MANAGEMENT, LLC | 106278 | $5.45B | $5.45B | 18 | 2026-01-31 | → |
| 634 | FENIMORE ASSET MANAGEMENT, INC. | 110946 | $5.41B | $5.41B | 43 | 2026-01-31 | → |
| 635 | BLACKSTONE ALTERNATIVE INVESTMENT ADVISORS LLC | 165782 | $5.39B | $5.39B | 304 | 2026-04-30 | → |
| 636 | ASHOKA WHITEOAK CAPITAL PTE. LTD. | 299712 | $5.38B | $5.38B | 23 | 2026-06-30 | → |
| 637 | COHEN & STEERS UK LIMITED | 142150 | $5.37B | $5.37B | 21 | 2026-03-31 | → |
| 638 | FROST INVESTMENT ADVISORS, LLC | 146148 | $5.36B | $5.36B | 31 | 2026-03-31 | → |
| 639 | ARENA CAPITAL ADVISORS LLC | 170313 | $5.33B | $5.33B | 26 | 2026-05-31 | → |
| 640 | PROFICIO CAPITAL PARTNERS LLC | 269931 | $5.27B | $5.27B | 23 | 2026-04-30 | → |
| 641 | DAVIDSON INVESTMENT ADVISORS, INC. | 110552 | $5.20B | $5.20B | 31 | 2025-12-31 | → |
| 642 | PROFUND ADVISORS LLC | 109585 | $5.20B | $5.20B | 98 | 2026-03-31 | → |
| 643 | RNC CAPITAL MANAGEMENT LLC | 108618 | $5.10B | $5.10B | 63 | 2026-04-30 | → |
| 644 | FIRST FOUNDATION ADVISORS | 106075 | $5.06B | $5.06B | 53 | 2026-06-30 | → |
| 645 | OBERWEIS ASSET MANAGEMENT INC | 105471 | $5.06B | $5.06B | 31 | 2026-03-31 | → |
| 646 | RIVERBRIDGE PARTNERS LLC | 108074 | $5.03B | $5.03B | 46 | 2026-03-31 | → |
| 647 | KENNEDY CAPITAL MANAGEMENT LLC | 105834 | $5.02B | $5.02B | 43 | 2026-05-31 | → |
| 648 | HAMILTON CAPITAL, LLC | 109116 | $4.94B | $4.94B | 90 | 2026-04-30 | → |
| 649 | AGF INVESTMENTS LLC | 153781 | $4.92B | $4.92B | 33 | 2026-06-30 | → |
| 650 | ADVANTAGE ADVISERS MULTI-MANAGER, L.L.C. | 108178 | $4.91B | $4.91B | 18 | 2026-05-31 | → |
| 651 | EULAV ASSET MANAGEMENT | 156397 | $4.90B | $4.90B | 14 | 2025-07-31 | → |
| 652 | MADISON ASSET MANAGEMENT, LLC | 130874 | $4.86B | $4.86B | 92 | 2026-03-31 | → |
| 653 | MACQUARIE WEALTH ADVISERS, LLC | 141805 | $4.82B | $4.82B | 69 | 2026-06-30 | → |
| 654 | ROBECO INSTITUTIONAL ASSET MANAGEMENT US INC | 107367 | $4.76B | $4.76B | 79 | 2026-06-30 | → |
| 655 | MESARETE CAPITAL LLP | 314600 | $4.75B | $4.75B | 27 | 2026-06-30 | → |
| 656 | SYMMETRY PARTNERS, LLC. | 120982 | $4.73B | $4.73B | 52 | 2026-02-28 | → |
| 657 | KOTAK MAHINDRA ASSET MANAGEMENT (SINGAPORE) PTE. LTD. | 286032 | $4.70B | $4.70B | 9 | 2026-06-30 | → |
| 658 | PACIFIC FINANCIAL GROUP,LLC | 143041 | $4.69B | $4.69B | 20 | 2026-03-31 | → |
| 659 | CLEARWATER MANAGEMENT CO., INC. | 105307 | $4.68B | $4.68B | 1 | 2026-03-31 | → |
| 660 | BRAGG FINANCIAL ADVISORS INC | 108780 | $4.67B | $4.67B | 39 | 2026-03-31 | → |
| 661 | SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 175100 | $4.62B | $4.62B | 22 | 2026-03-31 | → |
| 662 | ANCORA ADVISORS LLC | 124674 | $4.61B | $4.61B | 46 | 2026-03-31 | → |
| 663 | ORIGIN ASSET MANAGEMENT LLP | 139897 | $4.61B | $4.61B | 12 | 2025-02-28 | → |
| 664 | TEMPLETON INVESTMENT COUNSEL, LLC | 111370 | $4.61B | $4.61B | 31 | 2026-06-30 | → |
| 665 | FUNDSTRAT CAPITAL LLC | 332163 | $4.60B | $4.60B | 3 | 2026-03-31 | → |
| 666 | CASTLEARK MANAGEMENT LLC | 109587 | $4.59B | $4.59B | 28 | 2026-04-30 | → |
| 667 | BOSTON TRUST WALDEN INC. | 111266 | $4.58B | $4.58B | 32 | 2026-03-31 | → |
| 668 | ZEVENBERGEN CAPITAL INVESTMENTS LLC | 128990 | $4.57B | $4.57B | 24 | 2026-03-31 | → |
| 669 | BROWN CAPITAL MANAGEMENT, LLC | 105633 | $4.54B | $4.54B | 37 | 2026-03-31 | → |
| 670 | AGTB FUND MANAGER, LLC | 318665 | $4.51B | $4.51B | 239 | 2026-03-31 | → |
| 671 | EVANSTON CAPITAL MANAGEMENT, LLC | 120338 | $4.49B | $4.49B | 28 | 2026-03-31 | → |
| 672 | ALPINVEST PRIVATE EQUITY INVESTMENT MANAGEMENT, LLC | 322058 | $4.47B | $4.47B | 290 | 2026-02-28 | → |
| 673 | GLADSTONE MANAGEMENT CORPORATION | 122482 | $4.42B | $4.42B | 45 | 2026-04-30 | → |
| 674 | AQR ARBITRAGE, LLC | 114626 | $4.38B | $4.38B | 18 | 2026-03-31 | → |
| 675 | RWC ASSET ADVISORS (US) LLC | 166517 | $4.38B | $4.38B | 22 | 2026-03-31 | → |
| 676 | INVESCO INVESTMENT ADVISERS LLC | 104885 | $4.37B | $4.37B | 27 | 2026-03-31 | → |
| 677 | CAMPBELL & COMPANY INVESTMENT ADVISER LLC | 134332 | $4.34B | $4.34B | 68 | 2026-03-31 | → |
| 678 | TRILLIUM ASSET MANAGEMENT, LLC | 110901 | $4.31B | $4.31B | 53 | 2026-03-31 | → |
| 679 | APOLLO REAL ESTATE FUND ADVISER, LLC | 169120 | $4.27B | $4.27B | 3,564 | 2026-03-31 | → |
| 680 | MARSICO CAPITAL MANAGEMENT, LLC | 109250 | $4.26B | $4.26B | 26 | 2026-05-31 | → |
| 681 | BEACON CAPITAL MANAGEMENT, INC. | 120641 | $4.26B | $4.26B | 44 | 2026-03-31 | → |
| 682 | HENNESSY ADVISORS, INC. | 110770 | $4.25B | $4.25B | 19 | 2025-11-30 | → |
| 683 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 111441 | $4.25B | $4.25B | 23 | 2026-03-31 | → |
| 684 | CHANNING CAPITAL MANAGEMENT, LLC | 128450 | $4.25B | $4.25B | 20 | 2026-03-31 | → |
| 685 | FRANKLIN BSP CAPITAL ADVISER LLC | 307684 | $4.25B | $4.25B | 2 | 2026-03-31 | → |
| 686 | REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC | 137342 | $4.23B | $4.23B | 35 | 2026-03-31 | → |
| 687 | SCHARF INVESTMENTS, LLC | 105508 | $4.21B | $4.21B | 23 | 2026-03-31 | → |
| 688 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 106146 | $4.21B | $4.21B | 22 | 2026-03-31 | → |
| 689 | ELECTRON CAPITAL PARTNERS, LLC | 166102 | $4.20B | $4.20B | 13 | 2026-03-31 | → |
| 690 | TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC. | 298422 | $4.19B | $4.19B | 64 | 2026-06-30 | → |
| 691 | CROSSINGBRIDGE ADVISORS, LLC | 286594 | $4.18B | $4.18B | 16 | 2026-06-30 | → |
| 692 | SOUND INCOME STRATEGIES, LLC | 173272 | $4.18B | $4.18B | 134 | 2026-01-31 | → |
| 693 | MARTINGALE ASSET MANAGEMENT LP | 108526 | $4.18B | $4.18B | 25 | 2026-03-31 | → |
| 694 | BOSTON COMMON ASSET MANAGEMENT, LLC | 123558 | $4.17B | $4.17B | 39 | 2026-03-31 | → |
| 695 | FLAHERTY & CRUMRINE INCORPORATED | 105499 | $4.15B | $4.15B | 14 | 2026-03-31 | → |
| 696 | NORTH REEF CAPITAL MANAGEMENT LP | 311056 | $4.14B | $4.14B | 8 | 2026-03-31 | → |
| 697 | HARRISON STREET PRIVATE WEALTH LLC | 143857 | $4.14B | $4.14B | 35 | 2026-03-31 | → |
| 698 | PARKWAY ADVISORS, L.P. | 112629 | $4.13B | $4.13B | 16 | 2026-03-31 | → |
| 699 | GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC | 129288 | $4.12B | $4.12B | 5 | 2026-03-31 | → |
| 700 | GERBER KAWASAKI, INC. | 153649 | $4.11B | $4.11B | 59 | 2026-03-31 | → |
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