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 | |
|---|---|---|---|---|---|---|---|
| 701 | PEREGRINE CAPITAL MANAGEMENT, LLC | 110052 | $4.07B | $4.07B | 28 | 2026-03-31 | → |
| 702 | COPELAND CAPITAL MANAGEMENT, LLC | 135822 | $4.06B | $4.06B | 30 | 2026-02-28 | → |
| 703 | ARGENT CAPITAL MANAGEMENT LLC | 107930 | $3.99B | $3.99B | 23 | 2026-03-31 | → |
| 704 | IM GLOBAL PARTNER FUND MANAGEMENT LLC | 110005 | $3.97B | $3.97B | 24 | 2026-03-31 | → |
| 705 | INSPIRE INVESTING, LLC | 171988 | $3.96B | $3.96B | 33 | 2026-03-31 | → |
| 706 | OCEAN PARK ASSET MANAGEMENT, LLC | 145634 | $3.94B | $3.94B | 58 | 2026-05-31 | → |
| 707 | TUTTLE CAPITAL MANAGEMENT, LLC | 164937 | $3.91B | $3.91B | 14 | 2026-01-31 | → |
| 708 | CLINTON INVESTMENT MANAGEMENT, LLC | 143599 | $3.91B | $3.91B | 14 | 2026-05-31 | → |
| 709 | IONIC CAPITAL MANAGEMENT LLC | 156400 | $3.87B | $3.87B | 34 | 2026-03-31 | → |
| 710 | DEFIANCE ETFS, LLC | 294410 | $3.86B | $3.86B | 7 | 2026-05-31 | → |
| 711 | PALISADE CAPITAL MANAGEMENT, LP | 104581 | $3.86B | $3.86B | 42 | 2026-05-31 | → |
| 712 | JEFFERIES CREDIT MANAGEMENT LLC | 324525 | $3.82B | $3.82B | 26 | 2026-03-31 | → |
| 713 | G. W. HENSSLER & ASSOCIATES, LTD | 104545 | $3.81B | $3.81B | 88 | 2026-03-31 | → |
| 714 | MILLER HOWARD INVESTMENTS INC | 105800 | $3.81B | $3.81B | 34 | 2026-03-31 | → |
| 715 | GRANDEUR PEAK GLOBAL ADVISORS, LLC | 158270 | $3.80B | $3.80B | 50 | 2026-03-31 | → |
| 716 | HARVEST GLOBAL INVESTMENTS LIMITED | 157964 | $3.79B | $3.79B | 32 | 2026-03-31 | → |
| 717 | SCHWARTZ INVESTMENT COUNSEL INC | 104693 | $3.79B | $3.79B | 20 | 2026-03-31 | → |
| 718 | HOLBROOK HOLDINGS, INC. | 283258 | $3.78B | $3.78B | 14 | 2026-02-28 | → |
| 719 | MERK INVESTMENTS LLC | 112305 | $3.71B | $3.71B | 7 | 2026-03-31 | → |
| 720 | POPULAR ASSET MANAGEMENT LLC | 313653 | $3.71B | $3.71B | 15 | 2026-06-30 | → |
| 721 | SOUTHEASTERN ASSET MANAGEMENT INC. | 105276 | $3.70B | $3.70B | 29 | 2026-03-31 | → |
| 722 | BCSF ADVISORS, LP | 282092 | $3.65B | $3.65B | 682 | 2026-03-31 | → |
| 723 | INFRASTRUCTURE CAPITAL ADVISORS, LLC | 166459 | $3.64B | $3.64B | 10 | 2026-03-31 | → |
| 724 | REGAN CAPITAL, LLC | 158294 | $3.59B | $3.59B | 22 | 2026-03-31 | → |
| 725 | THE BURNEY COMPANY | 106945 | $3.59B | $3.59B | 46 | 2026-03-31 | → |
| 726 | OHA PRIVATE CREDIT ADVISORS LLC | 319664 | $3.58B | $3.58B | 435 | 2026-03-31 | → |
| 727 | CAMBRIA INVESTMENT MANAGEMENT, L.P. | 141600 | $3.58B | $3.58B | 16 | 2026-03-31 | → |
| 728 | FIL INVESTMENT ADVISORS (UK) LTD. | 110970 | $3.55B | $3.55B | 8 | 2026-03-31 | → |
| 729 | SIT INVESTMENT ASSOCIATES, INC | 105725 | $3.54B | $3.54B | 73 | 2026-06-30 | → |
| 730 | DEER PARK ROAD MANAGEMENT COMPANY, LP | 140370 | $3.52B | $3.52B | 28 | 2026-04-30 | → |
| 731 | EQUITY INVESTMENT CORPORATION | 283930 | $3.51B | $3.51B | 27 | 2026-03-31 | → |
| 732 | STELLUS CAPITAL MANAGEMENT, LLC | 160115 | $3.51B | $3.51B | 36 | 2026-04-30 | → |
| 733 | DOUBLELINE ALTERNATIVES LP | 175212 | $3.47B | $3.47B | 171 | 2026-03-31 | → |
| 734 | FUNDRISE ADVISORS, LLC | 172036 | $3.46B | $3.46B | 0 | 2026-05-31 | → |
| 735 | CARRET ASSET MANAGEMENT, LLC | 131445 | $3.46B | $3.46B | 22 | 2026-06-30 | → |
| 736 | BLUEROCK FUND ADVISOR, LLC | 165015 | $3.46B | $3.46B | 11 | 2026-03-31 | → |
| 737 | TANDEM INVESTMENT ADVISORS INC | 109392 | $3.45B | $3.45B | 18 | 2026-05-31 | → |
| 738 | DIAMETER PRINCIPAL FINANCE LLC | 328057 | $3.45B | $3.45B | 119 | 2026-04-30 | → |
| 739 | CEREDEX VALUE ADVISORS LLC | 146023 | $3.43B | $3.43B | 13 | 2026-03-31 | → |
| 740 | SIXTH STREET SPECIALTY LENDING ADVISERS, LLC | 155006 | $3.42B | $3.42B | 66 | 2026-03-31 | → |
| 741 | LEAVELL INVESTMENT MANAGEMENT, INC. | 107890 | $3.40B | $3.40B | 36 | 2026-05-31 | → |
| 742 | SOUND SHORE MANAGEMENT INC | 112379 | $3.40B | $3.40B | 16 | 2026-04-30 | → |
| 743 | INVENOMIC CAPITAL MANAGEMENT LP | 287617 | $3.39B | $3.39B | 17 | 2026-03-31 | → |
| 744 | SEAFARER CAPITAL PARTNERS, LLC | 158671 | $3.38B | $3.38B | 19 | 2026-03-31 | → |
| 745 | SUMMITRY, LLC | 128586 | $3.35B | $3.35B | 46 | 2026-06-30 | → |
| 746 | RED CEDAR INVESTMENT MANAGEMENT, LLC | 170939 | $3.33B | $3.33B | 18 | 2026-05-31 | → |
| 747 | MEEDER ASSET MANAGEMENT, INC | 105794 | $3.33B | $3.33B | 52 | 2026-03-31 | → |
| 748 | APOLLO INVESTMENT MANAGEMENT, L.P. | 130610 | $3.32B | $3.32B | 3,564 | 2026-03-31 | → |
| 749 | SECURITY CAPITAL RESEARCH & MANAGEMENT INCORPORATED | 106201 | $3.30B | $3.30B | 17 | 2026-03-31 | → |
| 750 | PRAXIS INVESTMENT MANAGEMENT, INC. | 105675 | $3.30B | $3.30B | 14 | 2026-03-31 | → |
| 751 | POTOMAC FUND MANAGEMENT INC | 105413 | $3.28B | $3.28B | 36 | 2026-05-31 | → |
| 752 | TREMBLANT ADVISORS LP | 330605 | $3.27B | $3.27B | 19 | 2026-03-31 | → |
| 753 | CANTOR FITZGERALD INVESTMENT ADVISORS, L.P. | 159296 | $3.24B | $3.24B | 35 | 2026-05-31 | → |
| 754 | COUNTERPOINT MUTUAL FUNDS, LLC | 172379 | $3.24B | $3.24B | 15 | 2026-03-31 | → |
| 755 | KA FUND ADVISORS, LLC | 141037 | $3.19B | $3.19B | 38 | 2026-03-31 | → |
| 756 | HILTON CAPITAL MANAGEMENT, LLC | 116357 | $3.16B | $3.16B | 27 | 2026-06-30 | → |
| 757 | NORTH SQUARE INVESTMENTS, LLC | 294355 | $3.15B | $3.15B | 27 | 2026-05-31 | → |
| 758 | SRH ADVISORS, LLC | 148479 | $3.15B | $3.15B | 9 | 2026-03-31 | → |
| 759 | STRATEGIC INCOME MANAGEMENT, LLC | 151956 | $3.14B | $3.14B | 6 | 2026-05-31 | → |
| 760 | VAN ECK ABSOLUTE RETURN ADVISERS CORPORATION | 137177 | $3.11B | $3.11B | 271 | 2026-03-31 | → |
| 761 | EAGLE GLOBAL ADVISORS LLC | 107306 | $3.10B | $3.10B | 24 | 2026-03-31 | → |
| 762 | LOGAN CAPITAL MANAGEMENT, INC. | 108893 | $3.10B | $3.10B | 34 | 2026-04-30 | → |
| 763 | PEAR TREE ADVISORS, INC. | 104576 | $3.09B | $3.09B | 13 | 2025-09-30 | → |
| 764 | ALPHASIMPLEX GROUP, LLC | 128356 | $3.09B | $3.09B | 33 | 2026-03-31 | → |
| 765 | THOMPSON INVESTMENT MANAGEMENT, INC. | 129609 | $3.08B | $3.08B | 17 | 2026-03-31 | → |
| 766 | CLARIVEST ASSET MANAGEMENT LLC | 139785 | $3.05B | $3.05B | 17 | 2026-06-30 | → |
| 767 | CORNERSTONE ADVISORS, LLC | 300891 | $3.04B | $3.04B | 7 | 2026-03-31 | → |
| 768 | SILVANT CAPITAL MANAGEMENT LLC | 146025 | $3.04B | $3.04B | 8 | 2026-03-31 | → |
| 769 | OVERLAND ADVISORS, LLC | 325525 | $3.03B | $3.03B | 267 | 2026-06-30 | → |
| 770 | AEW CAPITAL MANAGEMENT LP | 108633 | $3.02B | $3.02B | 250 | 2026-03-31 | → |
| 771 | AXS INVESTMENTS LLC | 305714 | $3.02B | $3.02B | 8 | 2026-02-28 | → |
| 772 | ELM PARTNERS MANAGEMENT LLC | 167225 | $3.02B | $3.02B | 8 | 2026-03-31 | → |
| 773 | FS GLOBAL ADVISOR, LLC | 167620 | $3.01B | $3.01B | 184 | 2026-06-30 | → |
| 774 | SHARIAPORTFOLIO, INC. | 173937 | $3.01B | $3.01B | 21 | 2026-04-30 | → |
| 775 | NFJ INVESTMENT GROUP, LLC | 310902 | $2.98B | $2.98B | 9 | 2026-03-31 | → |
| 776 | COHEN & STEERS ASIA LIMITED | 135661 | $2.95B | $2.95B | 18 | 2026-03-31 | → |
| 777 | GREENHOUSE FUNDS LLLP | 169840 | $2.93B | $2.93B | 9 | 2026-05-31 | → |
| 778 | CAMBIAR INVESTORS, LLC | 115093 | $2.92B | $2.92B | 28 | 2026-03-31 | → |
| 779 | CENTERBOOK PARTNERS LP | 312387 | $2.91B | $2.91B | 21 | 2026-04-30 | → |
| 780 | THE RENAISSANCE GROUP LLC | 105916 | $2.91B | $2.91B | 19 | 2026-04-30 | → |
| 781 | RMR WEALTH BUILDERS, INC. | 169005 | $2.89B | $2.89B | 64 | 2026-04-30 | → |
| 782 | WESTCHESTER CAPITAL MANAGEMENT, LLC | 155686 | $2.88B | $2.88B | 10 | 2026-03-31 | → |
| 783 | GLADIUS CAPITAL MANAGEMENT LP | 152023 | $2.88B | $2.88B | 14 | 2026-03-31 | → |
| 784 | LEEWARD INVESTMENTS, LLC | 312557 | $2.87B | $2.87B | 14 | 2026-03-31 | → |
| 785 | TIMOTHY PARTNERS, LTD. | 41835 | $2.86B | $2.86B | 24 | 2026-02-28 | → |
| 786 | EASTERLY INVESTMENT PARTNERS LLC | 299607 | $2.83B | $2.83B | 27 | 2026-04-30 | → |
| 787 | PEARL DIVER CAPITAL LLP | 283834 | $2.82B | $2.82B | 20 | 2026-03-31 | → |
| 788 | MAIN MANAGEMENT ETF ADVISORS, LLC | 288558 | $2.82B | $2.82B | 27 | 2026-03-31 | → |
| 789 | BERKSHIRE ASSET MANAGEMENT, LLC | 145463 | $2.79B | $2.79B | 11 | 2026-03-31 | → |
| 790 | ARDIAN US LLC | 121326 | $2.77B | $2.77B | 128 | 2026-03-31 | → |
| 791 | NEXPOINT ASSET MANAGEMENT, L.P. | 149653 | $2.76B | $2.76B | 6 | 2026-03-31 | → |
| 792 | DEARBORN PARTNERS L.L.C. | 108147 | $2.74B | $2.74B | 24 | 2026-03-31 | → |
| 793 | ARS INVESTMENT PARTNERS, LLC | 5845 | $2.71B | $2.71B | 18 | 2026-04-30 | → |
| 794 | TCW PT MANAGEMENT COMPANY LLC | 333068 | $2.70B | $2.70B | 344 | 2026-05-31 | → |
| 795 | GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC | 167429 | $2.70B | $2.70B | 15 | 2026-04-30 | → |
| 796 | PARALEL ADVISORS LLC | 315804 | $2.67B | $2.67B | 6 | 2026-01-31 | → |
| 797 | CHILTON CAPITAL MANAGEMENT LLC | 104592 | $2.67B | $2.67B | 32 | 2026-03-31 | → |
| 798 | LEXINGTON ADVISORS LLC | 107364 | $2.66B | $2.66B | 171 | 2025-12-31 | → |
| 799 | EVERSEPT PARTNERS, L.P. | 282358 | $2.65B | $2.65B | 10 | 2026-03-31 | → |
| 800 | 26NORTH DIRECT LENDING LP | 323152 | $2.65B | $2.65B | 142 | 2026-03-31 | → |
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