Research Report · 2026-06-30
Top Registered Investment Advisers for Sovereign Wealth Funds
SEC-registered investment advisers ranked by reported assets from sovereign wealth funds and foreign official institutions.
Firms
370
Total AUM
$56.33T
Median AUM
$24.75B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Sovereign Assets↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 301 | DALTON INVESTMENTS, INC. | 308609 | $238.8M | $5.72B | 46 | 2026-03-31 | → |
| 302 | FRONTIER CAPITAL MANAGEMENT CO LLC | 106274 | $238.7M | $9.60B | 38 | 2026-03-31 | → |
| 303 | COLBERT INVESTMENT MANAGEMENT CO | 108642 | $236.5M | $295.8M | 3 | 2026-03-31 | → |
| 304 | HEARTWOOD FUNDS, LLC | 136940 | $228.7M | $317.6M | 2 | 2026-03-31 | → |
| 305 | TWO SIGMA INVESTMENTS, LP | 137137 | $228.5M | $232.82B | 1,555 | 2026-03-31 | → |
| 306 | BOSTON TRUST WALDEN INC. | 111266 | $226.5M | $4.58B | 32 | 2026-03-31 | → |
| 307 | CLARION PARTNERS, LLC | 108803 | $221.3M | $73.68B | 321 | 2026-02-28 | → |
| 308 | FOUNTAINCAP RESEARCH & INVESTMENT (HONG KONG) CO., LIMITED | 291993 | $207.7M | $1.60B | 20 | 2026-03-31 | → |
| 309 | TWO SIGMA ADVISERS, LP | 152254 | $200.9M | $74.26B | 101 | 2026-01-31 | → |
| 310 | PZENA INVESTMENT MANAGEMENT LLC | 106847 | $199.0M | $81.44B | 164 | 2026-03-31 | → |
| 311 | BRASIL CAPITAL ADVISER LLC | 310125 | $176.0M | $183.7M | 4 | 2025-07-31 | → |
| 312 | ADVENT CAPITAL MANAGEMENT, LLC | 113013 | $171.2M | $8.82B | 58 | 2026-03-31 | → |
| 313 | EARNEST PARTNERS LLC | 107926 | $169.8M | $42.61B | 47 | 2026-06-30 | → |
| 314 | FIRST SENTIER INVESTORS (UK) IM LIMITED | 281323 | $169.7M | $13.27B | 314 | 2026-03-31 | → |
| 315 | IVYROCK ASSET MANAGEMENT (HK) LIMITED | 286174 | $167.4M | $1.14B | 13 | 2025-09-30 | → |
| 316 | SARONA ASSET MANAGEMENT INC. | 160963 | $163.8M | $363.0M | 27 | 2026-01-31 | → |
| 317 | COLONY CAPITAL INVESTMENT ADVISORS, LLC | 175506 | $163.3M | $336.2M | 86 | 2026-05-31 | → |
| 318 | POLEN CAPITAL CREDIT, LLC | 108468 | $163.1M | $6.13B | 46 | 2026-05-31 | → |
| 319 | GOEHRING & ROZENCWAJG ASSOCIATES, LLC | 283394 | $160.8M | $1.51B | 6 | 2026-05-31 | → |
| 320 | R.V. KUHNS & ASSOCIATES, INC. | 18005 | $154.0M | $827.9M | 127 | 2026-06-30 | → |
| 321 | PICTET ASSET MANAGEMENT SA | 140074 | $138.1M | $330.70B | 549 | 2026-06-30 | → |
| 322 | STIFEL, NICOLAUS & COMPANY, INCORPORATED | 793 | $135.0M | $197.53B | 6,478 | 2026-06-30 | → |
| 323 | TWENTY ACRE CAPITAL LP | 306381 | $133.4M | $198.5M | 8 | 2025-03-31 | → |
| 324 | KOTAK MAHINDRA ASSET MANAGEMENT (SINGAPORE) PTE. LTD. | 286032 | $131.7M | $4.70B | 9 | 2026-06-30 | → |
| 325 | PACIFIC INCOME ADVISERS INC | 104719 | $128.5M | $2.25B | 14 | 2026-06-30 | → |
| 326 | BARRIER CAPITAL MANAGEMENT, LLC | 312294 | $127.1M | $136.0M | 1 | 2026-03-31 | → |
| 327 | MACKENZIE INVESTMENTS CORPORATION | 165899 | $109.7M | $18.07B | 16 | 2026-03-31 | → |
| 328 | GENTRUST, LLC | 158369 | $109.1M | $5.20B | 40 | 2026-03-31 | → |
| 329 | DWS INVESTMENTS AUSTRALIA LIMITED | 109112 | $103.6M | $1.90B | 25 | 2026-05-31 | → |
| 330 | 50 SOUTH CAPITAL ADVISORS, LLC | 174762 | $103.4M | $16.07B | 68 | 2026-03-31 | → |
| 331 | ARISTOTLE CAPITAL MANAGEMENT, LLC | 109876 | $102.1M | $43.54B | 170 | 2026-04-30 | → |
| 332 | SUSTAINABLE GROWTH ADVISERS, LP | 127447 | $97.6M | $16.66B | 33 | 2026-03-31 | → |
| 333 | GRAMERCY FUNDS MANAGEMENT LLC | 152209 | $78.9M | $7.42B | 75 | 2026-03-31 | → |
| 334 | ARROWMARK COLORADO HOLDINGS, LLC | 149120 | $73.4M | $21.02B | 95 | 2026-03-31 | → |
| 335 | POST ROAD GROUP LLC | 288459 | $73.3M | $1.05B | 13 | 2026-06-30 | → |
| 336 | HARDING LOEVNER LP | 104543 | $71.2M | $32.06B | 104 | 2026-03-31 | → |
| 337 | DWS ALTERNATIVES GLOBAL LIMITED | 139526 | $67.4M | $24.51B | 138 | 2026-05-31 | → |
| 338 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 109591 | $57.8M | $120.70B | 364 | 2026-03-31 | → |
| 339 | LASALLE INVESTMENT MANAGEMENT SECURITIES, LLC | 111179 | $56.4M | $3.33B | 27 | 2026-03-31 | → |
| 340 | COPELAND CAPITAL MANAGEMENT, LLC | 135822 | $55.6M | $4.06B | 30 | 2026-02-28 | → |
| 341 | LOOP CAPITAL ASSET MANAGEMENT - TCH LLC | 149280 | $54.0M | $10.81B | 23 | 2026-03-31 | → |
| 342 | WILSHIRE ADVISORS LLC | 6210 | $49.2M | $149.10B | 307 | 2026-06-30 | → |
| 343 | SG CAPITAL MANAGEMENT LLC | 134471 | $48.0M | $1.38B | 10 | 2026-03-31 | → |
| 344 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 144594 | $45.8M | $19.78B | 103 | 2025-12-31 | → |
| 345 | MUTUAL ADVISORS, LLC | 167658 | $44.9M | $8.55B | 208 | 2026-06-30 | → |
| 346 | AEGON USA INVESTMENT MANAGEMENT, LLC | 114537 | $41.3M | $88.80B | 217 | 2026-03-31 | → |
| 347 | LEPERCQ DE NEUFLIZE ASSET MANAGEMENT LLC | 120109 | $40.5M | $763.7M | 16 | 2026-03-31 | → |
| 348 | OWLS NEST PARTNERS IA, LLC | 289811 | $40.5M | $441.2M | 10 | 2026-03-31 | → |
| 349 | NEW SILK ROAD INVESTMENT PTE LTD | 159764 | $34.5M | $615.1M | 15 | 2025-03-31 | → |
| 350 | RCF MANAGEMENT, LLC | 161007 | $33.5M | $1.76B | 49 | 2026-03-31 | → |
| 351 | TC LATIN AMERICA PARTNERS LLC | 307441 | $33.3M | $529.7M | 9 | 2026-03-31 | → |
| 352 | USI ADVISORS, INC. | 108113 | $32.5M | $56.28B | 79 | 2026-03-31 | → |
| 353 | GW&K INVESTMENT MANAGEMENT, LLC | 121942 | $20.4M | $52.78B | 177 | 2026-03-31 | → |
| 354 | DENALI ADVISORS, LLC | 110242 | $19.0M | $1.39B | 14 | 2026-03-31 | → |
| 355 | ELANUS CAPITAL MANAGEMENT, LLC | 167711 | $16.7M | $146.5M | 2 | 2024-12-31 | → |
| 356 | BLACKROCK REALTY ADVISORS INC | 109457 | $16.6M | $1.12B | 56 | 2026-06-30 | → |
| 357 | SHENKMAN CAPITAL MANAGEMENT, INC. | 112192 | $16.3M | $35.08B | 146 | 2026-01-31 | → |
| 358 | FIRST EAGLE ALTERNATIVE CREDIT, LLC | 150900 | $15.2M | $12.56B | 79 | 2026-06-30 | → |
| 359 | ROOSEVELT MANAGEMENT COMPANY LLC | 161605 | $14.9M | $52.4M | 30 | 2026-06-30 | → |
| 360 | IGNITE PLANNERS LLC | 289797 | $14.3M | $1.14B | 38 | 2026-05-31 | → |
| 361 | SPIDERROCK ADVISORS, LLC | 171992 | $10.0M | $9.83B | 61 | 2026-03-31 | → |
| 362 | STAFFORD CAPITAL PARTNERS INC. | 171419 | $9.0M | $1.72B | 15 | 2025-09-30 | → |
| 363 | BRIGADE CAPITAL MANAGEMENT, LP | 144078 | $9.0M | $33.02B | 108 | 2026-04-30 | → |
| 364 | JEFFERIES INVESTMENT ADVISERS LLC | 325421 | $3.2M | $5.15B | 119 | 2026-06-30 | → |
| 365 | MERCER INVESTMENTS LLC | 133449 | $2.3M | $226.04B | 714 | 2026-03-31 | → |
| 366 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 114310 | $1.5M | $684.78B | 1,109 | 2026-04-30 | → |
| 367 | BEACH POINT CAPITAL MANAGEMENT LP | 148885 | $1.4M | $29.77B | 173 | 2026-05-31 | → |
| 368 | TCW INVESTMENT MANAGEMENT COMPANY LLC | 106546 | $1.3M | $38.82B | 405 | 2026-05-31 | → |
| 369 | INVESCO ASSET MANAGEMENT LTD. | 109985 | $533,143 | $187.60B | 930 | 2026-03-31 | → |
| 370 | QUADRANT REAL ESTATE ADVISORS LLC | 138077 | $21,601 | $24.9M | 2 | 2026-03-31 | → |
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