Research Report · 2026-06-30
Registered Investment Advisers Reporting Performance-Based Fees
SEC-registered investment advisers that report using performance-based compensation, ranked by AUM.
Firms
1,000
Total AUM
$92.02T
Median AUM
$25.03B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | AUM↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | FIDELITY MANAGEMENT & RESEARCH COMPANY LLC | 108281 | $5.69T | $5.69T | 1,427 | 2026-03-31 | → |
| 2 | PACIFIC INVESTMENT MANAGEMENT COMPANY LLC | 104559 | $3.67T | $3.67T | 1,968 | 2026-05-31 | → |
| 3 | J.P. MORGAN INVESTMENT MANAGEMENT INC. | 107038 | $3.52T | $3.52T | 3,194 | 2026-06-30 | → |
| 4 | GOLDMAN SACHS ASSET MANAGEMENT, L.P. | 107738 | $2.65T | $2.65T | 2,059 | 2026-05-31 | → |
| 5 | T. ROWE PRICE ASSOCIATES, INC. | 105496 | $2.20T | $2.20T | 3,760 | 2026-03-31 | → |
| 6 | MORGAN STANLEY SMITH BARNEY LLC | 149777 | $1.96T | $1.96T | 29,481 | 2026-06-30 | → |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT, INC | 106753 | $1.72T | $1.72T | 946 | 2026-03-31 | → |
| 8 | BLACKROCK FINANCIAL MANAGEMENT, INC | 107105 | $1.60T | $1.60T | 7,987 | 2026-06-30 | → |
| 9 | WELLINGTON MANAGEMENT COMPANY LLP | 106595 | $1.43T | $1.43T | 1,868 | 2026-03-31 | → |
| 10 | NORTHERN TRUST INVESTMENTS, INCORPORATED | 105780 | $1.25T | $1.25T | 662 | 2026-06-30 | → |
| 11 | CAPFINANCIAL PARTNERS, LLC | 175112 | $1.24T | $1.24T | 1,841 | 2026-05-31 | → |
| 12 | PGIM, INC. | 105676 | $1.13T | $1.13T | 1,990 | 2026-04-30 | → |
| 13 | DIMENSIONAL FUND ADVISORS LP | 106482 | $1.02T | $1.02T | 1,168 | 2026-03-31 | → |
| 14 | ALLIANCEBERNSTEIN L.P. | 108477 | $763.40B | $763.40B | 4,204 | 2026-03-31 | → |
| 15 | INVESCO ADVISERS, INC. | 105360 | $749.52B | $749.52B | 2,804 | 2026-06-30 | → |
| 16 | MILLENNIUM MANAGEMENT LLC | 158117 | $720.85B | $720.85B | 6,670 | 2026-03-31 | → |
| 17 | APOLLO CAPITAL MANAGEMENT, L.P. | 143161 | $718.48B | $718.48B | 3,564 | 2026-05-31 | → |
| 18 | MORGAN STANLEY INVESTMENT MANAGEMENT INC. | 110353 | $702.25B | $702.25B | 670 | 2026-06-30 | → |
| 19 | BLACKROCK INVESTMENT MANAGEMENT, LLC | 108928 | $676.69B | $676.69B | 1,589 | 2026-06-30 | → |
| 20 | GOLDMAN SACHS ASSET MANAGEMENT INTERNATIONAL | 107715 | $621.02B | $621.02B | 611 | 2026-05-31 | → |
| 21 | NOMURA ASSET MANAGEMENT CO., LTD. | 110814 | $601.79B | $601.79B | 960 | 2026-06-30 | → |
| 22 | UBS ASSET MANAGEMENT (AMERICAS) LLC | 106838 | $588.22B | $588.22B | 574 | 2026-03-31 | → |
| 23 | CITADEL ADVISORS LLC | 148826 | $570.62B | $570.62B | 3,284 | 2026-06-30 | → |
| 24 | METLIFE INVESTMENT MANAGEMENT, LLC | 142463 | $563.78B | $563.78B | 956 | 2026-05-31 | → |
| 25 | FRANKLIN ADVISERS, INC. | 104517 | $509.45B | $509.45B | 384 | 2026-05-31 | → |
| 26 | COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC | 108257 | $502.40B | $502.40B | 914 | 2026-05-31 | → |
| 27 | JPMORGAN ASSET MANAGEMENT (UK) LIMITED | 135960 | $484.10B | $484.10B | 1,403 | 2026-04-30 | → |
| 28 | ALLSPRING GLOBAL INVESTMENTS, LLC | 104973 | $475.78B | $475.78B | 956 | 2026-05-31 | → |
| 29 | ASSET MANAGEMENT ONE CO., LTD. | 110843 | $470.54B | $470.54B | 950 | 2026-06-30 | → |
| 30 | J.P. MORGAN PRIVATE INVESTMENTS INC. | 110186 | $469.98B | $469.98B | 758 | 2026-06-30 | → |
| 31 | ARES MANAGEMENT LLC | 130074 | $458.82B | $458.82B | 3,990 | 2026-05-31 | → |
| 32 | TEACHERS ADVISORS, LLC | 107157 | $436.33B | $436.33B | 383 | 2026-03-31 | → |
| 33 | PRINCIPAL GLOBAL INVESTORS, LLC | 109002 | $427.71B | $427.71B | 1,394 | 2026-05-31 | → |
| 34 | U.S. BANCORP ASSET MANAGEMENT, INC. | 111912 | $427.48B | $427.48B | 322 | 2026-03-31 | → |
| 35 | MITSUBISHI UFJ TRUST AND BANKING CORPORATION | 296868 | $406.96B | $406.96B | 6,400 | 2026-06-30 | → |
| 36 | KOHLBERG KRAVIS ROBERTS & CO. L.P. | 144533 | $399.90B | $399.90B | 2,593 | 2026-06-30 | → |
| 37 | NEUBERGER BERMAN INVESTMENT ADVISERS LLC | 124687 | $398.65B | $398.65B | 1,542 | 2026-03-31 | → |
| 38 | ROBERT W. BAIRD & CO. INCORPORATED | 8158 | $394.07B | $394.07B | 4,322 | 2026-04-30 | → |
| 39 | BARINGS LLC | 106006 | $392.75B | $392.75B | 1,101 | 2026-05-31 | → |
| 40 | LOOMIS, SAYLES & COMPANY, L.P. | 105377 | $386.88B | $386.88B | 728 | 2026-03-31 | → |
| 41 | FISHER ASSET MANAGEMENT, LLC | 107342 | $386.67B | $386.67B | 4,369 | 2026-04-30 | → |
| 42 | JANUS HENDERSON INVESTORS US LLC | 104652 | $380.43B | $380.43B | 1,013 | 2026-06-30 | → |
| 43 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 111298 | $351.32B | $351.32B | 519 | 2026-04-30 | → |
| 44 | FIAM LLC | 133196 | $347.73B | $347.73B | 196 | 2026-03-31 | → |
| 45 | PGIM INVESTMENTS LLC | 105670 | $344.84B | $344.84B | 458 | 2026-05-31 | → |
| 46 | NISA INVESTMENT ADVISORS, LLC | 107313 | $343.89B | $343.89B | 417 | 2026-03-31 | → |
| 47 | PICTET ASSET MANAGEMENT SA | 140074 | $330.70B | $330.70B | 549 | 2026-06-30 | → |
| 48 | NYL INVESTORS LLC | 169553 | $329.20B | $329.20B | 301 | 2026-03-31 | → |
| 49 | CAMBRIDGE ASSOCIATES, LLC | 104942 | $326.70B | $326.70B | 1,116 | 2026-04-30 | → |
| 50 | ALLSPRING FUNDS MANAGEMENT, LLC | 110841 | $324.65B | $324.65B | 714 | 2026-05-31 | → |
| 51 | NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 307865 | $323.08B | $323.08B | 246 | 2026-05-31 | → |
| 52 | AQR CAPITAL MANAGEMENT, LLC | 111883 | $311.70B | $311.70B | 728 | 2026-05-31 | → |
| 53 | FIRST TRUST ADVISORS LP | 107027 | $309.24B | $309.24B | 542 | 2026-04-30 | → |
| 54 | AMERICAN CENTURY INVESTMENT MANAGEMENT INC | 105778 | $305.98B | $305.98B | 220 | 2026-03-31 | → |
| 55 | SAMSUNG ASSET MANAGEMENT COMPANY, LTD. | 158319 | $300.82B | $300.82B | 460 | 2026-04-30 | → |
| 56 | CARLYLE INVESTMENT MANAGEMENT L.L.C. | 111128 | $283.81B | $283.81B | 1,040 | 2026-03-31 | → |
| 57 | VICTORY CAPITAL MANAGEMENT INC. | 106189 | $282.71B | $282.71B | 699 | 2026-03-31 | → |
| 58 | NUVEEN ASSET MANAGEMENT, LLC | 155584 | $280.48B | $280.48B | 381 | 2026-03-31 | → |
| 59 | T. ROWE PRICE INTERNATIONAL LTD | 126032 | $277.19B | $277.19B | 781 | 2026-03-31 | → |
| 60 | VOYA INVESTMENT MANAGEMENT CO. LLC | 106494 | $274.95B | $274.95B | 859 | 2026-03-31 | → |
| 61 | POINT72 ASSET MANAGEMENT, L.P. | 283077 | $274.10B | $274.10B | 3,345 | 2026-05-31 | → |
| 62 | TAULA CAPITAL MANAGEMENT (UK) LLP | 329863 | $273.22B | $273.22B | 40 | 2026-06-30 | → |
| 63 | KKR CREDIT ADVISORS (US) LLC | 146629 | $270.85B | $270.85B | 609 | 2026-03-31 | → |
| 64 | LORD, ABBETT & CO. LLC | 110391 | $270.39B | $270.39B | 821 | 2025-12-31 | → |
| 65 | LEGAL & GENERAL INVESTMENT MANAGEMENT AMERICA INC. | 149156 | $267.16B | $267.16B | 262 | 2026-04-30 | → |
| 66 | HSBC GLOBAL ASSET MANAGEMENT (UK) LIMITED | 154700 | $260.22B | $260.22B | 399 | 2026-03-31 | → |
| 67 | BALYASNY ASSET MANAGEMENT L.P. | 138111 | $248.14B | $248.14B | 2,434 | 2026-06-30 | → |
| 68 | AMOVA ASSET MANAGEMENT CO., LTD. | 110997 | $247.43B | $247.43B | 632 | 2026-06-30 | → |
| 69 | GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLC | 137432 | $240.66B | $240.66B | 588 | 2026-03-31 | → |
| 70 | TWO SIGMA INVESTMENTS, LP | 137137 | $232.82B | $232.82B | 1,555 | 2026-03-31 | → |
| 71 | DWS INTERNATIONAL GMBH | 105075 | $228.87B | $228.87B | 703 | 2026-05-31 | → |
| 72 | MANULIFE INVESTMENT MANAGEMENT (US) LLC | 106435 | $228.04B | $228.04B | 267 | 2026-03-31 | → |
| 73 | SQUAREPOINT OPS LLC | 172116 | $226.98B | $226.98B | 69 | 2026-04-30 | → |
| 74 | MERCER INVESTMENTS LLC | 133449 | $226.04B | $226.04B | 714 | 2026-03-31 | → |
| 75 | SCHONFELD STRATEGIC ADVISORS LLC | 281984 | $225.25B | $225.25B | 997 | 2026-05-31 | → |
| 76 | SBI FUNDS MANAGEMENT LIMITED | 142968 | $219.93B | $219.93B | 2,463 | 2026-06-30 | → |
| 77 | ROKOS CAPITAL MANAGEMENT LLP | 281215 | $219.44B | $219.44B | 310 | 2026-06-30 | → |
| 78 | SEI INVESTMENTS MANAGEMENT CORP | 105146 | $216.43B | $216.43B | 434 | 2026-03-31 | → |
| 79 | JENNISON ASSOCIATES LLC | 107959 | $214.84B | $214.84B | 360 | 2026-03-31 | → |
| 80 | D. E. SHAW & CO., L.P. | 108679 | $213.36B | $213.36B | 998 | 2026-03-31 | → |
| 81 | TAULA CAPITAL MANAGEMENT (JERSEY) LP | 330068 | $210.93B | $210.93B | 7 | 2026-06-30 | → |
| 82 | TAULA CAPITAL MANAGEMENT (US) LLC | 329865 | $210.93B | $210.93B | 23 | 2026-03-31 | → |
| 83 | TAULA CAPITAL MANAGEMENT (DIFC) LTD | 329853 | $210.92B | $210.92B | 6 | 2026-03-31 | → |
| 84 | FEDERATED INVESTMENT COUNSELING | 105325 | $207.21B | $207.21B | 213 | 2026-05-31 | → |
| 85 | GARDA CAPITAL PARTNERS LP | 282439 | $207.10B | $207.10B | 224 | 2026-03-31 | → |
| 86 | ABRDN INVESTMENTS LIMITED | 162309 | $206.50B | $206.50B | 1,296 | 2026-05-31 | → |
| 87 | T.ROWE PRICE INVESTMENT MANAGEMENT, INC. | 314590 | $204.18B | $204.18B | 112 | 2026-03-31 | → |
| 88 | DWS INVESTMENT MANAGEMENT AMERICAS, INC. | 104518 | $199.66B | $199.66B | 452 | 2026-05-31 | → |
| 89 | MACKENZIE FINANCIAL CORPORATION | 110338 | $194.88B | $194.88B | 1,362 | 2026-03-31 | → |
| 90 | HARBOURVEST PARTNERS, LLC | 109846 | $191.18B | $191.18B | 1,204 | 2026-05-31 | → |
| 91 | INVESCO ASSET MANAGEMENT LTD. | 109985 | $187.60B | $187.60B | 930 | 2026-03-31 | → |
| 92 | MACQUARIE INVESTMENT MANAGEMENT GLOBAL LIMITED | 277065 | $187.35B | $187.35B | 227 | 2026-06-30 | → |
| 93 | WESTERN ASSET MANAGEMENT COMPANY, LLC | 110441 | $184.99B | $184.99B | 137 | 2026-06-30 | → |
| 94 | CLEARBRIDGE INVESTMENTS, LLC | 137028 | $184.81B | $184.81B | 210 | 2026-01-31 | → |
| 95 | ARTISAN PARTNERS LIMITED PARTNERSHIP | 150114 | $183.62B | $183.62B | 496 | 2026-03-31 | → |
| 96 | OAKTREE CAPITAL MANAGEMENT, L.P. | 106793 | $183.29B | $183.29B | 905 | 2026-05-31 | → |
| 97 | THOMA BRAVO, L.P. | 157041 | $182.94B | $182.94B | 246 | 2026-03-31 | → |
| 98 | FOCUS PARTNERS WEALTH, LLC | 159289 | $181.86B | $181.86B | 1,915 | 2026-04-30 | → |
| 99 | RBC GLOBAL ASSET MANAGEMENT (UK) LIMITED | 168551 | $178.01B | $178.01B | 471 | 2026-04-30 | → |
| 100 | GC ADVISORS LLC | 148687 | $177.85B | $177.85B | 1,035 | 2026-06-30 | → |
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