Research Report · 2026-06-30
Registered Investment Advisers with the Highest Discretionary AUM Share
SEC-registered investment advisers ranked by discretionary regulatory assets as a share of total regulatory AUM.
Firms
1,000
Total AUM
$90.65T
Median AUM
$18.22B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Discretionary AUM Share↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 701 | PARVUS ASSET MANAGEMENT JERSEY LIMITED | 174027 | 100% | $11.31B | 1 | 2026-06-30 | → |
| 702 | ONE WILLIAM STREET CAPITAL MANAGEMENT, LP. | 150522 | 100% | $11.30B | 124 | 2026-03-31 | → |
| 703 | VALUEACT CAPITAL MANAGEMENT, L.P. | 154249 | 100% | $11.28B | 31 | 2026-03-31 | → |
| 704 | NEW MOUNTAIN FINANCE ADVISERS, L.L.C. | 155493 | 100% | $11.23B | 235 | 2026-06-30 | → |
| 705 | CAMDEN ASSET MANAGEMENT L P | 106772 | 100% | $11.17B | 19 | 2026-06-30 | → |
| 706 | GOLDEN GATE PRIVATE EQUITY INC. | 157379 | 100% | $11.16B | 89 | 2026-04-30 | → |
| 707 | BNY MELLON ETF INVESTMENT ADVISER, LLC | 306148 | 100% | $11.10B | 3 | 2026-06-30 | → |
| 708 | ASSET PRESERVATION ADVISORS, LLC | 106741 | 100% | $11.05B | 28 | 2026-03-31 | → |
| 709 | ATRIA INVESTMENTS, INC. | 143593 | 100% | $11.05B | 60 | 2026-03-31 | → |
| 710 | UBS ASSET MANAGEMENT CREDIT INVESTMENTS GROUP (UK) LTD | 113463 | 100% | $11.05B | 0 | 2026-03-31 | → |
| 711 | NEUBERGER BERMAN ASIA LIMITED | 154286 | 100% | $11.01B | 62 | 2026-03-31 | → |
| 712 | BALLYROCK INVESTMENT ADVISORS LLC | 115324 | 100% | $10.99B | 5 | 2026-03-31 | → |
| 713 | CASTLE HOOK PARTNERS LP | 284968 | 100% | $10.96B | 35 | 2026-03-31 | → |
| 714 | REDWOOD CAPITAL MANAGEMENT, LLC | 158243 | 100% | $10.96B | 33 | 2026-05-31 | → |
| 715 | MORGAN STANLEY INVESTMENT MANAGEMENT COMPANY | 126896 | 100% | $10.94B | 51 | 2026-03-31 | → |
| 716 | FIFTH THIRD SECURITIES, INC. | 628 | 100% | $10.92B | 13,533 | 2026-06-30 | → |
| 717 | NGP ENERGY CAPITAL MANAGEMENT, LLC | 160729 | 100% | $10.88B | 56 | 2026-03-31 | → |
| 718 | FIRST SENTIER INVESTORS (SINGAPORE) | 165124 | 100% | $10.84B | 55 | 2026-03-31 | → |
| 719 | CAZ INVESTMENTS L.P. | 113931 | 100% | $10.83B | 83 | 2026-03-31 | → |
| 720 | LOOP CAPITAL ASSET MANAGEMENT - TCH LLC | 149280 | 100% | $10.81B | 23 | 2026-03-31 | → |
| 721 | CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 106256 | 100% | $10.80B | 60 | 2026-03-31 | → |
| 722 | BARON CAPITAL MANAGEMENT, INC. | 110791 | 100% | $10.79B | 221 | 2026-05-31 | → |
| 723 | BLACK DIAMOND CAPITAL MANAGEMENT I, LLLP | 154495 | 100% | $10.71B | 100 | 2026-03-31 | → |
| 724 | GUARDIAN CAPITAL LP | 105078 | 100% | $10.68B | 90 | 2026-03-31 | → |
| 725 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. | 104692 | 100% | $10.66B | 68 | 2026-06-30 | → |
| 726 | TRINITY STREET ASSET MANAGEMENT LLP | 152728 | 100% | $10.58B | 30 | 2026-06-30 | → |
| 727 | MAGNITUDE CAPITAL, LLC | 137486 | 100% | $10.57B | 47 | 2026-03-31 | → |
| 728 | GENERATION INVESTMENT MANAGEMENT US LLP | 132728 | 100% | $10.54B | 27 | 2026-05-31 | → |
| 729 | ELDRIDGE STRUCTURED CREDIT ADVISERS, LLC | 313420 | 100% | $10.53B | 292 | 2026-03-31 | → |
| 730 | RUANE, CUNNIFF & GOLDFARB L.P. | 285971 | 100% | $10.53B | 52 | 2026-03-31 | → |
| 731 | JUNTO CAPITAL MANAGEMENT LP | 168547 | 100% | $10.52B | 65 | 2026-03-31 | → |
| 732 | BLACKSTONE GROWTH ADVISORS L.L.C. | 305708 | 100% | $10.50B | 48 | 2026-05-31 | → |
| 733 | MAJEDIE ASSET MANAGEMENT LIMITED | 284796 | 100% | $10.48B | 61 | 2024-12-31 | → |
| 734 | SAPPHIRE VENTURES, LLC | 161558 | 100% | $10.44B | 72 | 2026-04-30 | → |
| 735 | CARLYLE AVIATION PDP MANAGEMENT LLC | 305746 | 100% | $10.40B | 124 | 2026-03-31 | → |
| 736 | SCGE MANAGEMENT, L.P. | 157402 | 100% | $10.40B | 26 | 2026-06-30 | → |
| 737 | STEADFAST CAPITAL MANAGEMENT LP | 157124 | 100% | $10.36B | 43 | 2026-03-31 | → |
| 738 | WEBSTER EQUITY PARTNERS, L.P. | 156729 | 100% | $10.31B | 36 | 2026-05-31 | → |
| 739 | CATALYST CAPITAL ADVISORS LLC | 139895 | 100% | $10.30B | 17 | 2026-03-31 | → |
| 740 | LANSDOWNE PARTNERS (UK) LLP | 172244 | 100% | $10.30B | 53 | 2026-06-30 | → |
| 741 | RIDGEMONT PARTNERS MANAGEMENT, LLC | 157421 | 100% | $10.26B | 61 | 2026-03-31 | → |
| 742 | READYSTATE ASSET MANAGEMENT LP | 317277 | 100% | $10.26B | 41 | 2026-03-31 | → |
| 743 | MERIDIAM INFRASTRUCTURE NORTH AMERICA CORPORATION | 161478 | 100% | $10.22B | 40 | 2026-03-31 | → |
| 744 | FRANKLIN PARK ASSOCIATES, LLC | 126508 | 100% | $10.21B | 29 | 2026-03-31 | → |
| 745 | ALGERT GLOBAL LLC | 125523 | 100% | $10.20B | 24 | 2026-05-31 | → |
| 746 | IDR INVESTMENT MANAGEMENT, LLC | 286208 | 100% | $10.19B | 15 | 2026-03-31 | → |
| 747 | ARIN RISK ADVISORS LLC | 151491 | 100% | $10.19B | 11 | 2026-03-31 | → |
| 748 | KOPERNIK GLOBAL INVESTORS, LLC | 168625 | 100% | $10.18B | 44 | 2026-03-31 | → |
| 749 | CHAMPLAIN INVESTMENT PARTNERS, LLC | 132474 | 100% | $10.18B | 32 | 2026-03-31 | → |
| 750 | TENOR CAPITAL MANAGEMENT COMPANY, L.P. | 153277 | 100% | $10.17B | 19 | 2026-03-31 | → |
| 751 | PLANMEMBER SECURITIES CORPORATION | 11869 | 100% | $10.12B | 429 | 2026-03-31 | → |
| 752 | JERICHO CAPITAL ASSET MANAGEMENT L.P. | 156701 | 100% | $10.11B | 10 | 2026-04-30 | → |
| 753 | COURT SQUARE CAPITAL MANAGEMENT, L.P. | 156776 | 100% | $10.11B | 61 | 2026-03-31 | → |
| 754 | MAN SOLUTIONS LLC | 157592 | 100% | $10.10B | 22 | 2026-03-31 | → |
| 755 | FOUNDATIONS INVESTMENT ADVISORS LLC | 175083 | 100% | $10.10B | 353 | 2026-06-30 | → |
| 756 | SUMMITTX CAPITAL, L.P. | 333741 | 100% | $10.10B | 70 | 2026-03-31 | → |
| 757 | OPENARC CORPORATE ADVISORY, LLC | 336837 | 100% | $10.09B | 146 | 2026-05-31 | → |
| 758 | DUPONT CAPITAL MANAGEMENT CORP | 107145 | 100% | $10.09B | 33 | 2026-01-31 | → |
| 759 | ONE INVESTMENT MANAGEMENT US LLC | 323617 | 100% | $10.08B | 27 | 2026-03-31 | → |
| 760 | AXONIC CAPITAL LLC | 159518 | 100% | $9.96B | 74 | 2026-03-31 | → |
| 761 | AGINCOURT CAPITAL MANAGEMENT, LLC | 112096 | 100% | $9.95B | 18 | 2026-03-31 | → |
| 762 | BLUECOVE LIMITED | 307090 | 100% | $9.89B | 62 | 2026-03-31 | → |
| 763 | CORONATION GLOBAL FUND MANAGERS (IRELAND) LIMITED | 156599 | 100% | $9.87B | 6 | 2026-05-31 | → |
| 764 | GLACIER PEAK CAPITAL MANAGEMENT, LLC | 164409 | 100% | $9.86B | 5 | 2026-02-28 | → |
| 765 | RIVER ROAD ASSET MANAGEMENT, LLC | 134918 | 100% | $9.85B | 46 | 2026-03-31 | → |
| 766 | THE CYNOSURE GROUP | 281399 | 100% | $9.85B | 71 | 2026-03-31 | → |
| 767 | BAIN CAPITAL VENTURES, LP | 145652 | 100% | $9.84B | 97 | 2026-03-31 | → |
| 768 | SPIDERROCK ADVISORS, LLC | 171992 | 100% | $9.83B | 61 | 2026-03-31 | → |
| 769 | CONSULTING GROUP ADVISORY SERVICES LLC | 137463 | 100% | $9.82B | 17 | 2026-03-31 | → |
| 770 | EMINENCE CAPITAL, LP | 160611 | 100% | $9.80B | 51 | 2026-05-31 | → |
| 771 | VR ADVISORY SERVICES LTD. | 137158 | 100% | $9.77B | 42 | 2026-03-31 | → |
| 772 | WALTON STREET CAPITAL, L.L.C. | 147210 | 100% | $9.76B | 92 | 2026-03-31 | → |
| 773 | ARSENAL CAPITAL MANAGEMENT LP | 156896 | 100% | $9.72B | 91 | 2026-03-31 | → |
| 774 | PARTNERS GROUP US MANAGEMENT CLO LLC | 293856 | 100% | $9.70B | 0 | 2026-03-31 | → |
| 775 | SAMLYN CAPITAL, LLC | 158296 | 100% | $9.68B | 33 | 2026-03-31 | → |
| 776 | MJX ASSET MANAGEMENT LLC | 148976 | 100% | $9.68B | 39 | 2026-03-31 | → |
| 777 | SIMPLIFY ASSET MANAGEMENT INC. | 309535 | 100% | $9.64B | 45 | 2025-10-31 | → |
| 778 | BASALT INFRASTRUCTURE PARTNERS LLP | 161881 | 100% | $9.62B | 26 | 2026-03-31 | → |
| 779 | BASALT INFRASTRUCTURE PARTNERS LLC | 162276 | 100% | $9.62B | 16 | 2026-03-31 | → |
| 780 | FRONTIER CAPITAL MANAGEMENT CO LLC | 106274 | 100% | $9.60B | 38 | 2026-03-31 | → |
| 781 | ROUNDHILL FINANCIAL INC. | 300799 | 100% | $9.59B | 13 | 2026-02-28 | → |
| 782 | RUBRIC CAPITAL MANAGEMENT LP | 285090 | 100% | $9.58B | 15 | 2026-03-31 | → |
| 783 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 283824 | 100% | $9.57B | 174 | 2026-05-31 | → |
| 784 | GRIDIRON CAPITAL, LLC | 158241 | 100% | $9.52B | 49 | 2026-03-31 | → |
| 785 | FISHER LYNCH CAPITAL, LLC | 160694 | 100% | $9.52B | 24 | 2026-03-31 | → |
| 786 | SDC CAPITAL PARTNERS, LLC | 291389 | 100% | $9.48B | 44 | 2026-05-31 | → |
| 787 | COMPOSITION WEALTH, LLC | 143483 | 100% | $9.47B | 128 | 2026-03-31 | → |
| 788 | WESTWOOD GLOBAL INVESTMENTS LLC | 125012 | 100% | $9.47B | 30 | 2026-03-31 | → |
| 789 | HOOD RIVER CAPITAL MANAGEMENT LLC | 166089 | 100% | $9.45B | 20 | 2026-05-31 | → |
| 790 | GARDNER RUSSO & QUINN LLC | 106114 | 100% | $9.45B | 47 | 2026-03-31 | → |
| 791 | KENNEDY LEWIS LOAN MANAGEMENT LLC | 316091 | 100% | $9.42B | 144 | 2026-03-31 | → |
| 792 | INTERVAL PARTNERS, LP | 164424 | 100% | $9.39B | 56 | 2026-06-30 | → |
| 793 | RESOLUTION CAPITAL LIMITED | 142409 | 100% | $9.39B | 28 | 2025-09-30 | → |
| 794 | FIDELITY INSTITUTIONAL WEALTH ADVISER LLC | 301896 | 100% | $9.38B | 209 | 2026-03-31 | → |
| 795 | ALTARIS, LLC | 143611 | 100% | $9.34B | 37 | 2026-03-31 | → |
| 796 | ACCOLADE CAPITAL MANAGEMENT LLC | 160802 | 100% | $9.34B | 18 | 2026-06-30 | → |
| 797 | TENSAI HOLDING COMPANY, LLC | 331487 | 100% | $9.33B | 50 | 2025-04-30 | → |
| 798 | GRYPHON ADVISORS, LLC | 160185 | 100% | $9.32B | 166 | 2026-03-31 | → |
| 799 | SITUATIONAL AWARENESS LP | 333011 | 100% | $9.28B | 8 | 2026-06-30 | → |
| 800 | ITAU USA ASSET MANAGEMENT INC. | 156313 | 100% | $9.27B | 26 | 2026-03-31 | → |
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