Research Report · 2026-06-30
Top Registered Investment Advisers by Sovereign Clients
SEC-registered investment advisers ranked by reported sovereign wealth and foreign official institution clients.
Firms
256
Total AUM
$47.22T
Median AUM
$34.07B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Sovereign Clients↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 201 | LANSDOWNE PARTNERS (UK) LLP | 172244 | 1 | $10.30B | 53 | 2026-06-30 | → |
| 202 | SPIDERROCK ADVISORS, LLC | 171992 | 1 | $9.83B | 61 | 2026-03-31 | → |
| 203 | WESTPORT CAPITAL PARTNERS LLC | 157493 | 1 | $8.92B | 34 | 2026-03-31 | → |
| 204 | MARSHFIELD ASSOCIATES, INC. | 150614 | 1 | $8.12B | 27 | 2026-03-31 | → |
| 205 | CORSAIR CAPITAL LLC | 137887 | 1 | $7.68B | 52 | 2026-04-30 | → |
| 206 | BAILARD, INC. | 110550 | 1 | $7.56B | 83 | 2026-05-31 | → |
| 207 | FIRST SENTIER INVESTORS (AUSTRALIA) RE LTD | 175193 | 1 | $6.83B | 55 | 2026-05-31 | → |
| 208 | POLEN CAPITAL CREDIT, LLC | 108468 | 1 | $6.13B | 46 | 2026-05-31 | → |
| 209 | HEITMAN CAPITAL MANAGEMENT LLC | 105480 | 1 | $6.09B | 280 | 2026-03-31 | → |
| 210 | DALTON INVESTMENTS, INC. | 308609 | 1 | $5.72B | 46 | 2026-03-31 | → |
| 211 | GENTRUST, LLC | 158369 | 1 | $5.20B | 40 | 2026-03-31 | → |
| 212 | INVESTCORP CORSAIR INFRASTRUCTURE PARTNERS, L.P. | 329155 | 1 | $5.19B | 10 | 2026-04-30 | → |
| 213 | JEFFERIES INVESTMENT ADVISERS LLC | 325421 | 1 | $5.15B | 119 | 2026-06-30 | → |
| 214 | JV MANAGEMENT LLC | 313398 | 1 | $4.98B | 25 | 2026-05-31 | → |
| 215 | STABLE ASSET MANAGEMENT LP | 309966 | 1 | $4.60B | 21 | 2026-06-30 | → |
| 216 | BOSTON TRUST WALDEN INC. | 111266 | 1 | $4.58B | 32 | 2026-03-31 | → |
| 217 | BLUE OWL DIGITAL INFRASTRUCTURE TRUST ADVISORS LLC | 337770 | 1 | $4.42B | 130 | 2026-03-31 | → |
| 218 | LOCUST WOOD CAPITAL ADVISERS, LLC | 135140 | 1 | $4.40B | 12 | 2026-03-31 | → |
| 219 | COPELAND CAPITAL MANAGEMENT, LLC | 135822 | 1 | $4.06B | 30 | 2026-02-28 | → |
| 220 | RICHARD BERNSTEIN ADVISORS LLC | 153577 | 1 | $3.79B | 28 | 2026-06-30 | → |
| 221 | SOUND SHORE MANAGEMENT INC | 112379 | 1 | $3.40B | 16 | 2026-04-30 | → |
| 222 | STRATEGIC INCOME MANAGEMENT, LLC | 151956 | 1 | $3.14B | 6 | 2026-05-31 | → |
| 223 | KEYWISE CAPITAL MANAGEMENT (HK) LIMITED | 160593 | 1 | $2.89B | 18 | 2026-03-31 | → |
| 224 | KBS REALTY ADVISORS, LLC | 119662 | 1 | $2.72B | 75 | 2026-03-31 | → |
| 225 | INCENTIVE AS | 174704 | 1 | $2.46B | 6 | 2026-05-31 | → |
| 226 | VALUEQUEST INVESTMENT ADVISORS PRIVATE LTD | 331389 | 1 | $2.20B | 103 | 2026-06-30 | → |
| 227 | SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. | 160366 | 1 | $2.08B | 27 | 2026-03-31 | → |
| 228 | RCF MANAGEMENT, LLC | 161007 | 1 | $1.76B | 49 | 2026-03-31 | → |
| 229 | STONY POINT CAPITAL LLC | 283066 | 1 | $1.49B | 5 | 2026-03-31 | → |
| 230 | BROOKLANDS FUND MANAGEMENT LIMITED | 286221 | 1 | $1.46B | 13 | 2026-03-31 | → |
| 231 | DENALI ADVISORS, LLC | 110242 | 1 | $1.39B | 14 | 2026-03-31 | → |
| 232 | SANTA LUCIA ASSET MANAGEMENT PTE. LTD. | 291669 | 1 | $1.20B | 11 | 2025-09-30 | → |
| 233 | IVYROCK ASSET MANAGEMENT (HK) LIMITED | 286174 | 1 | $1.14B | 13 | 2025-09-30 | → |
| 234 | TRI LOCUM PARTNERS LP | 309678 | 1 | $1.09B | 8 | 2026-04-30 | → |
| 235 | POST ROAD GROUP LLC | 288459 | 1 | $1.05B | 13 | 2026-06-30 | → |
| 236 | ISOMETRY CAPITAL, LLC | 307544 | 1 | $1.01B | 16 | 2026-03-31 | → |
| 237 | FIRST TURN MANAGEMENT, LLC | 327421 | 1 | $900.1M | 4 | 2026-03-31 | → |
| 238 | ALLSPRING GLOBAL INVESTMENTS (SINGAPORE) PTE. LTD. | 324043 | 1 | $893.9M | 4 | 2026-03-31 | → |
| 239 | PASCAL INVESTMENT ADVISERS SA | 338038 | 1 | $874.3M | 7 | 2026-04-30 | → |
| 240 | LEPERCQ DE NEUFLIZE ASSET MANAGEMENT LLC | 120109 | 1 | $763.7M | 16 | 2026-03-31 | → |
| 241 | DAVERN CAPITAL PARTNERS, LP | 323018 | 1 | $715.1M | 4 | 2026-03-31 | → |
| 242 | KARMA CAPITAL ADVISORS PVT LTD. | 335212 | 1 | $632.5M | 22 | 2026-06-30 | → |
| 243 | TC LATIN AMERICA PARTNERS LLC | 307441 | 1 | $529.7M | 9 | 2026-03-31 | → |
| 244 | GAVILAN INVESTMENT PARTNERS LLC | 311134 | 1 | $514.7M | 2 | 2026-05-31 | → |
| 245 | CYPRESS POINT INVESTMENT MANAGEMENT LP | 316549 | 1 | $512.4M | 4 | 2026-03-31 | → |
| 246 | SARONA ASSET MANAGEMENT INC. | 160963 | 1 | $363.0M | 27 | 2026-01-31 | → |
| 247 | COLONY CAPITAL INVESTMENT ADVISORS, LLC | 175506 | 1 | $336.2M | 86 | 2026-05-31 | → |
| 248 | HEARTWOOD FUNDS, LLC | 136940 | 1 | $317.6M | 2 | 2026-03-31 | → |
| 249 | COLBERT INVESTMENT MANAGEMENT CO | 108642 | 1 | $295.8M | 3 | 2026-03-31 | → |
| 250 | BEDDOW CAPITAL MANAGEMENT INC | 107491 | 1 | $277.9M | 2 | 2025-03-31 | → |
| 251 | EPISTEME CAPITAL PARTNERS (UK), LLP | 167678 | 1 | $276.2M | 20 | 2026-03-31 | → |
| 252 | TWENTY ACRE CAPITAL LP | 306381 | 1 | $198.5M | 8 | 2025-03-31 | → |
| 253 | BARRIER CAPITAL MANAGEMENT, LLC | 312294 | 1 | $136.0M | 1 | 2026-03-31 | → |
| 254 | ROOSEVELT MANAGEMENT COMPANY LLC | 161605 | 1 | $52.4M | 30 | 2026-06-30 | → |
| 255 | QUADRANT REAL ESTATE ADVISORS LLC | 138077 | 1 | $24.9M | 2 | 2026-03-31 | → |
| 256 | COINEDLY LLC | 343023 | 1 | $0 | 1 | 2026-06-30 | → |
Related Lists
Sleeve256 firms · 2026-06-30