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 | |
|---|---|---|---|---|---|---|---|
| 801 | VARIANT INVESTMENTS, LLC | 289261 | $2.64B | $2.64B | 33 | 2026-05-31 | → |
| 802 | MOTLEY FOOL ASSET MANAGEMENT, LLC | 149688 | $2.60B | $2.60B | 14 | 2025-12-31 | → |
| 803 | RATIONAL ADVISORS, INC. | 111452 | $2.56B | $2.56B | 17 | 2026-05-31 | → |
| 804 | KENSINGTON ASSET MANAGEMENT, LLC | 309780 | $2.56B | $2.56B | 17 | 2026-03-31 | → |
| 805 | ASPECT CAPITAL LIMITED | 127600 | $2.56B | $2.56B | 121 | 2026-03-31 | → |
| 806 | COOKSON PEIRCE & CO INC | 110729 | $2.56B | $2.56B | 29 | 2026-05-31 | → |
| 807 | SSI INVESTMENT MANAGEMENT LLC | 104889 | $2.55B | $2.55B | 25 | 2026-03-31 | → |
| 808 | CHICKASAW CAPITAL MANAGEMENT, LLC | 127398 | $2.55B | $2.55B | 19 | 2026-04-30 | → |
| 809 | COMMERCE INVESTMENT ADVISORS, INC. | 104705 | $2.54B | $2.54B | 34 | 2026-03-31 | → |
| 810 | LOCORR FUND MANAGEMENT, LLC | 156247 | $2.53B | $2.53B | 8 | 2026-02-28 | → |
| 811 | STONEBRIDGE CAPITAL ADVISORS LLC | 111447 | $2.52B | $2.52B | 31 | 2026-03-31 | → |
| 812 | NEW AGE ALPHA ADVISORS, LLC | 299011 | $2.51B | $2.51B | 42 | 2026-02-28 | → |
| 813 | SARATOGA RESEARCH & INVESTMENT MANAGEMENT | 110506 | $2.51B | $2.51B | 21 | 2026-04-30 | → |
| 814 | KEYSTONE NATIONAL GROUP, LLC | 142885 | $2.50B | $2.50B | 42 | 2026-03-31 | → |
| 815 | PATIENT CAPITAL MANAGEMENT, LLC | 307336 | $2.50B | $2.50B | 10 | 2026-03-31 | → |
| 816 | NORTH STAR INVESTMENT MANAGEMENT CORPORATION | 117681 | $2.50B | $2.50B | 26 | 2026-04-30 | → |
| 817 | REDWOOD INVESTMENT MANAGEMENT, LLC. | 153139 | $2.47B | $2.47B | 39 | 2026-03-31 | → |
| 818 | REINHART PARTNERS, LLC | 106432 | $2.47B | $2.47B | 16 | 2026-05-31 | → |
| 819 | MEDALIST PARTNERS LP | 292747 | $2.44B | $2.44B | 21 | 2026-05-31 | → |
| 820 | DOMINI IMPACT INVESTMENTS LLC | 109505 | $2.44B | $2.44B | 23 | 2026-02-28 | → |
| 821 | CORECOMMODITY MANAGEMENT, LLC | 135810 | $2.41B | $2.41B | 30 | 2026-03-31 | → |
| 822 | SWAN GLOBAL MANAGEMENT LLC | 173621 | $2.39B | $2.39B | 3 | 2026-03-31 | → |
| 823 | SWAN GLOBAL INVESTMENTS, LLC | 114669 | $2.39B | $2.39B | 17 | 2026-03-31 | → |
| 824 | STRIVE ASSET MANAGEMENT, LLC | 322039 | $2.38B | $2.38B | 33 | 2026-06-30 | → |
| 825 | CHECK CAPITAL MANAGEMENT INC | 107058 | $2.37B | $2.37B | 12 | 2026-03-31 | → |
| 826 | GRANAHAN INVESTMENT MANAGEMENT LLC | 107745 | $2.36B | $2.36B | 20 | 2026-03-31 | → |
| 827 | FIDELITY MANAGEMENT & RESEARCH (JAPAN) LIMITED | 148239 | $2.36B | $2.36B | 12 | 2026-06-30 | → |
| 828 | APOLLO CAPITAL CREDIT ADVISER, LLC | 286485 | $2.35B | $2.35B | 3,564 | 2026-03-31 | → |
| 829 | ACTUSRAYPARTNERS LIMITED | 313897 | $2.34B | $2.34B | 37 | 2026-03-31 | → |
| 830 | OXFORD LANE MANAGEMENT, LLC | 154380 | $2.31B | $2.31B | 23 | 2026-03-31 | → |
| 831 | ARLINGTON PARTNERS LLC | 109335 | $2.31B | $2.31B | 14 | 2026-03-31 | → |
| 832 | SUMMIT GLOBAL INVESTMENTS, LLC | 157091 | $2.29B | $2.29B | 37 | 2026-06-30 | → |
| 833 | KA CREDIT ADVISORS, LLC | 306753 | $2.29B | $2.29B | 64 | 2026-03-31 | → |
| 834 | RESOLUTION CAPITAL (US) LIMITED | 298109 | $2.28B | $2.28B | 2 | 2025-09-30 | → |
| 835 | CRAMER ROSENTHAL MCGLYNN LLC | 107911 | $2.27B | $2.27B | 24 | 2026-04-30 | → |
| 836 | EMERALD INVESTMENT ADVISERS, LLC | 338769 | $2.26B | $2.26B | 12 | 2026-01-31 | → |
| 837 | PACIFIC INCOME ADVISERS INC | 104719 | $2.25B | $2.25B | 14 | 2026-06-30 | → |
| 838 | ABSOLUTE INVESTMENT ADVISERS, LLC | 132436 | $2.23B | $2.23B | 16 | 2026-03-31 | → |
| 839 | CHURCHILL PCIF ADVISOR LLC | 329140 | $2.23B | $2.23B | 206 | 2026-03-31 | → |
| 840 | CLEARBRIDGE INVESTMENTS (NORTH AMERICA) PTY LIMITED | 151223 | $2.23B | $2.23B | 0 | 2025-12-31 | → |
| 841 | ARISTOTLE ATLANTIC PARTNERS, LLC | 285721 | $2.22B | $2.22B | 7 | 2026-03-31 | → |
| 842 | RIVERFRONT INVESTMENT GROUP, LLC | 146221 | $2.22B | $2.22B | 46 | 2026-06-30 | → |
| 843 | SMITH GROUP ASSET MANAGEMENT, LLC | 313265 | $2.21B | $2.21B | 14 | 2026-03-31 | → |
| 844 | ALPHAQUEST LLC | 285141 | $2.21B | $2.21B | 42 | 2026-03-31 | → |
| 845 | ADVISORS ASSET MANAGEMENT, INC. | 46727 | $2.21B | $2.21B | 255 | 2026-03-31 | → |
| 846 | COHO PARTNERS, LTD. | 111335 | $2.20B | $2.20B | 18 | 2025-03-31 | → |
| 847 | THE INVESTMENT HOUSE LLC | 163493 | $2.20B | $2.20B | 11 | 2026-03-31 | → |
| 848 | EURO PACIFIC ASSET MANAGEMENT, LLC | 152922 | $2.18B | $2.18B | 14 | 2026-04-30 | → |
| 849 | CATALIO CAPITAL MANAGEMENT, LP | 310374 | $2.18B | $2.18B | 30 | 2026-03-31 | → |
| 850 | ANFIELD CAPITAL MANAGEMENT, LLC | 165211 | $2.16B | $2.16B | 10 | 2026-03-31 | → |
| 851 | LATTICE STRATEGIES LLC | 130373 | $2.15B | $2.15B | 368 | 2026-06-30 | → |
| 852 | FAIRHOLME CAPITAL MANAGEMENT, L.L.C. | 107987 | $2.14B | $2.14B | 7 | 2026-03-31 | → |
| 853 | GMO SINGAPORE PTE. LIMITED | 169321 | $2.13B | $2.13B | 15 | 2026-03-31 | → |
| 854 | DOUBLELINE ETF ADVISER LP | 317415 | $2.13B | $2.13B | 259 | 2026-03-31 | → |
| 855 | DISTILLATE CAPITAL PARTNERS LLC | 297521 | $2.11B | $2.11B | 4 | 2026-02-28 | → |
| 856 | EMERALD MUTUAL FUND ADVISERS TRUST | 135130 | $2.09B | $2.09B | 10 | 2026-03-31 | → |
| 857 | CLEARLAKE CAPITAL ASSET MANAGEMENT, LLC | 167408 | $2.08B | $2.08B | 44 | 2025-05-31 | → |
| 858 | MAREN CAPITAL LLC | 319626 | $2.08B | $2.08B | 6 | 2026-04-30 | → |
| 859 | RIVER CANYON FUND MANAGEMENT LLC | 169465 | $2.08B | $2.08B | 161 | 2026-03-31 | → |
| 860 | EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 107316 | $2.07B | $2.07B | 34 | 2026-03-31 | → |
| 861 | M.D. SASS, LLC | 110590 | $2.06B | $2.06B | 19 | 2026-03-31 | → |
| 862 | MADISON AVENUE FINANCIAL SOLUTIONS, LLC | 307461 | $2.06B | $2.06B | 1 | 2026-05-31 | → |
| 863 | CHURCHILL DLC ADVISOR LLC | 304945 | $2.05B | $2.05B | 206 | 2026-03-31 | → |
| 864 | APPLIED FINANCE ADVISORS, LLC | 140054 | $2.05B | $2.05B | 6 | 2026-03-31 | → |
| 865 | FOUNDRY PARTNERS, LLC | 164863 | $2.05B | $2.05B | 17 | 2025-03-31 | → |
| 866 | VOLATILITY SHARES LLC | 321955 | $2.04B | $2.04B | 10 | 2026-03-31 | → |
| 867 | CALLODINE CAPITAL MANAGEMENT, LP | 297115 | $2.03B | $2.03B | 19 | 2026-06-30 | → |
| 868 | HALYARD ASSET MANAGEMENT LLC | 154493 | $2.03B | $2.03B | 4 | 2026-03-31 | → |
| 869 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 117962 | $2.03B | $2.03B | 34 | 2026-04-30 | → |
| 870 | PORTOLAN CAPITAL MANAGEMENT, LLC | 157542 | $2.02B | $2.02B | 12 | 2026-04-30 | → |
| 871 | WESTECH INVESTMENT ADVISORS LLC | 110429 | $2.02B | $2.02B | 35 | 2026-03-31 | → |
| 872 | SPYGLASS CAPITAL MANAGEMENT, LLC | 281266 | $2.02B | $2.02B | 11 | 2026-06-30 | → |
| 873 | WELLESLEY ASSET MANAGEMENT, INC. | 116176 | $1.99B | $1.99B | 30 | 2026-03-31 | → |
| 874 | MOUNT LOGAN MANAGEMENT LLC | 311161 | $1.98B | $1.98B | 120 | 2026-06-30 | → |
| 875 | SHAPIRO CAPITAL MANAGEMENT LLC | 105581 | $1.97B | $1.97B | 10 | 2026-05-31 | → |
| 876 | 3EDGE ASSET MANAGEMENT, LP | 282059 | $1.95B | $1.95B | 24 | 2026-04-30 | → |
| 877 | QUANTIX COMMODITIES LP | 317784 | $1.95B | $1.95B | 20 | 2026-03-31 | → |
| 878 | ASHMORE INVESTMENT ADVISORS LIMITED | 170303 | $1.94B | $1.94B | 152 | 2026-05-31 | → |
| 879 | PENN CAPITAL MANAGEMENT COMPANY, LLC | 105081 | $1.94B | $1.94B | 16 | 2026-03-31 | → |
| 880 | FS SPECIALTY LENDING ADVISOR, LLC | 293054 | $1.93B | $1.93B | 177 | 2026-06-30 | → |
| 881 | MAGNETAR ASSET MANAGEMENT LLC | 285287 | $1.92B | $1.92B | 167 | 2026-03-31 | → |
| 882 | HEARTLAND ADVISORS, INC. | 29433 | $1.92B | $1.92B | 26 | 2026-02-28 | → |
| 883 | SKYBRIDGE CAPITAL II, LLC | 148152 | $1.92B | $1.92B | 24 | 2026-03-31 | → |
| 884 | BRICKWOOD ASSET MANAGEMENT LLP | 332687 | $1.91B | $1.91B | 10 | 2026-06-30 | → |
| 885 | FREEDOM FUNDS MANAGEMENT CO | 110785 | $1.90B | $1.90B | 9 | 2025-12-31 | → |
| 886 | JAG CAPITAL MANAGEMENT LLC | 159227 | $1.90B | $1.90B | 21 | 2026-05-31 | → |
| 887 | TRIBUTARY CAPITAL MANAGEMENT, LLC | 112528 | $1.90B | $1.90B | 19 | 2026-04-30 | → |
| 888 | DWS INVESTMENTS AUSTRALIA LIMITED | 109112 | $1.90B | $1.90B | 25 | 2026-05-31 | → |
| 889 | SARATOGA INVESTMENT ADVISORS, LLC | 153060 | $1.90B | $1.90B | 28 | 2026-03-31 | → |
| 890 | SARATOGA MANAGEMENT COMPANY LLC | 161822 | $1.90B | $1.90B | 7 | 2026-03-31 | → |
| 891 | WHITTIER ADVISORS, LLC | 318024 | $1.89B | $1.89B | 7 | 2026-05-31 | → |
| 892 | LIBERTY STREET ADVISORS, INC. | 142949 | $1.88B | $1.88B | 19 | 2026-03-31 | → |
| 893 | DG PARTNERS LLP | 161177 | $1.87B | $1.87B | 37 | 2026-05-31 | → |
| 894 | COLLER PRIVATE MARKET SECONDARIES ADVISORS, LLC | 328015 | $1.85B | $1.85B | 25 | 2026-06-30 | → |
| 895 | AZZAD ASSET MANAGEMENT, INC. | 111291 | $1.84B | $1.84B | 18 | 2026-01-31 | → |
| 896 | ARISTOTLE CAPITAL BOSTON, LLC | 173198 | $1.83B | $1.83B | 9 | 2026-03-31 | → |
| 897 | HEITMAN REAL ESTATE SECURITIES LLC | 107134 | $1.82B | $1.82B | 141 | 2026-03-31 | → |
| 898 | CION INVESTMENT MANAGEMENT, LLC | 160386 | $1.81B | $1.81B | 27 | 2026-03-31 | → |
| 899 | CRESCENT CAP ADVISORS, LLC | 175430 | $1.81B | $1.81B | 0 | 2026-03-31 | → |
| 900 | NEEDHAM INVESTMENT MANAGEMENT, LLC | 106783 | $1.80B | $1.80B | 11 | 2026-03-31 | → |
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