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 | |
|---|---|---|---|---|---|---|---|
| 801 | SHORE CAPITAL PARTNERS MANAGEMENT, L.P. | 166745 | 100% | $9.26B | 202 | 2026-03-31 | → |
| 802 | LINDSELL TRAIN LIMITED | 158323 | 100% | $9.25B | 30 | 2026-04-30 | → |
| 803 | COMVEST CREDIT ADVISORS, LLC | 311663 | 100% | $9.25B | 150 | 2026-03-31 | → |
| 804 | OLYMPUS ADVISORS, LLC | 160851 | 100% | $9.25B | 24 | 2026-03-31 | → |
| 805 | PALMER SQUARE EUROPE CAPITAL MANAGEMENT LLC | 310321 | 100% | $9.23B | 76 | 2026-03-31 | → |
| 806 | NAPIER PARK GLOBAL CAPITAL LTD | 157629 | 100% | $9.22B | 22 | 2026-04-30 | → |
| 807 | ELLINGTON GLOBAL ASSET MANAGEMENT, LLC | 141772 | 100% | $9.18B | 164 | 2026-03-31 | → |
| 808 | AVIVA INVESTORS CANADA INC. | 333457 | 100% | $9.15B | 18 | 2026-03-31 | → |
| 809 | VALUE ALIGNED RESEARCH ADVISORS, LLC | 319135 | 100% | $9.14B | 9 | 2026-03-31 | → |
| 810 | CRAWFORD INVESTMENT COUNSEL INC | 110271 | 100% | $9.14B | 54 | 2026-03-31 | → |
| 811 | WYNNCHURCH CAPITAL, L.P. | 173227 | 100% | $9.12B | 47 | 2026-03-31 | → |
| 812 | FS REAL ESTATE ADVISOR, LLC | 306352 | 100% | $9.10B | 133 | 2026-06-30 | → |
| 813 | COLUMBIA CAPITAL, L.P. | 159616 | 100% | $9.10B | 23 | 2026-05-31 | → |
| 814 | HIGHVISTA STRATEGIES LLC | 155759 | 100% | $9.10B | 80 | 2026-03-31 | → |
| 815 | XIGINVENT, L.L.C. | 156213 | 100% | $9.06B | 31 | 2026-05-31 | → |
| 816 | NEUBERGER BERMAN LOAN ADVISERS II LLC | 306601 | 100% | $9.05B | 3 | 2026-03-31 | → |
| 817 | 400 CAPITAL MANAGEMENT LLC | 160089 | 100% | $9.04B | 76 | 2026-03-31 | → |
| 818 | MARLIN MANAGEMENT COMPANY, LLC | 160672 | 100% | $9.02B | 70 | 2026-03-31 | → |
| 819 | THE STERLING GROUP, L.P. | 157406 | 100% | $9.01B | 87 | 2026-03-31 | → |
| 820 | JOHCM (USA) INC | 167596 | 100% | $9.01B | 60 | 2025-09-30 | → |
| 821 | J.F. LEHMAN AND COMPANY LLC | 292932 | 100% | $9.01B | 58 | 2026-03-31 | → |
| 822 | LITTLEJOHN & CO., LLC | 156720 | 100% | $8.97B | 81 | 2026-03-31 | → |
| 823 | SENTINEL CAPITAL PARTNERS, L.L.C. | 160474 | 100% | $8.96B | 62 | 2026-03-31 | → |
| 824 | ATREIDES MANAGEMENT, LP | 301152 | 100% | $8.94B | 26 | 2026-05-31 | → |
| 825 | IMPAX ASSET MANAGEMENT LLC | 114335 | 100% | $8.94B | 93 | 2025-12-31 | → |
| 826 | TORTOISE CAPITAL ADVISORS, L.L.C. | 123711 | 100% | $8.93B | 34 | 2026-04-30 | → |
| 827 | WESTPORT CAPITAL PARTNERS LLC | 157493 | 100% | $8.92B | 34 | 2026-03-31 | → |
| 828 | PINNACLE ASSET MANAGEMENT, L.P. | 126487 | 100% | $8.89B | 23 | 2026-03-31 | → |
| 829 | ADVENT CAPITAL MANAGEMENT, LLC | 113013 | 100% | $8.82B | 58 | 2026-03-31 | → |
| 830 | ARKADIOS WEALTH ADVISORS LLC | 288863 | 100% | $8.79B | 188 | 2026-06-30 | → |
| 831 | HARDMAN JOHNSTON GLOBAL ADVISORS LLC | 112500 | 100% | $8.77B | 27 | 2026-03-31 | → |
| 832 | HAMLIN CAPITAL MANAGEMENT, LLC | 119278 | 100% | $8.71B | 24 | 2026-03-31 | → |
| 833 | CROSSPOINT CAPITAL PARTNERS, LP | 306981 | 100% | $8.70B | 37 | 2026-03-31 | → |
| 834 | SIXTH STREET LENDING PARTNERS ADVISERS, LLC | 320821 | 100% | $8.69B | 66 | 2026-03-31 | → |
| 835 | FORUM FINANCIAL MANAGEMENT, LP | 145706 | 100% | $8.69B | 143 | 2026-06-30 | → |
| 836 | MILLBURN RIDGEFIELD LLC | 148870 | 100% | $8.67B | 59 | 2026-05-31 | → |
| 837 | FIL INVESTMENT ADVISORS | 111103 | 100% | $8.65B | 7 | 2026-03-31 | → |
| 838 | SATURNA CAPITAL CORPORATION | 25586 | 100% | $8.62B | 83 | 2026-02-28 | → |
| 839 | WIND POINT ADVISORS LLC | 156485 | 100% | $8.58B | 50 | 2026-03-31 | → |
| 840 | TD PRIVATE CLIENT WEALTH LLC | 164484 | 100% | $8.57B | 671 | 2026-06-30 | → |
| 841 | BLUE TORCH CAPITAL LP | 288110 | 100% | $8.56B | 46 | 2026-04-30 | → |
| 842 | GRESHAM INVESTMENT MANAGEMENT LLC | 134392 | 100% | $8.55B | 41 | 2026-06-30 | → |
| 843 | GUIDED CHOICE ASSET MANAGEMENT, INC. | 112674 | 100% | $8.55B | 22 | 2026-03-31 | → |
| 844 | BLACKSTONE MULTI-ASSET ADVISORS L.L.C. | 171640 | 100% | $8.54B | 39 | 2026-05-31 | → |
| 845 | VISE AI ADVISORS, LLC | 301761 | 100% | $8.53B | 44 | 2026-06-30 | → |
| 846 | ONE CAPITAL MANAGEMENT, LLC | 114861 | 100% | $8.53B | 103 | 2026-06-30 | → |
| 847 | SAGESPRING WEALTH PARTNERS | 283515 | 100% | $8.49B | 195 | 2026-05-31 | → |
| 848 | ELDRIDGE CREDIT ADVISERS, LLC | 155736 | 100% | $8.46B | 292 | 2026-05-31 | → |
| 849 | MIDOCEAN CREDIT FUND MANAGEMENT, L.P. | 151578 | 100% | $8.46B | 45 | 2026-03-31 | → |
| 850 | DOUGLAS LANE & ASSOCIATES, LLC | 282563 | 100% | $8.44B | 37 | 2026-03-31 | → |
| 851 | DEEP TRACK CAPITAL, LP | 312459 | 100% | $8.37B | 19 | 2026-03-31 | → |
| 852 | SK CAPITAL PARTNERS, LP | 161487 | 100% | $8.36B | 74 | 2026-04-30 | → |
| 853 | CHATHAM ASSET MANAGEMENT, LLC | 157517 | 100% | $8.27B | 37 | 2026-03-31 | → |
| 854 | AEQUIM ALTERNATIVE INVESTMENTS LP | 293127 | 100% | $8.25B | 11 | 2026-03-31 | → |
| 855 | IRONWOOD CAPITAL MANAGEMENT CORP | 109330 | 100% | $8.23B | 43 | 2026-03-31 | → |
| 856 | GRADIENT INVESTMENTS, LLC | 141726 | 100% | $8.20B | 41 | 2026-06-30 | → |
| 857 | SAMSUNG ASSET MANAGEMENT (NEW YORK), INC. | 133827 | 100% | $8.17B | 13 | 2026-03-31 | → |
| 858 | STARBOARD VALUE LP | 156943 | 100% | $8.15B | 44 | 2026-03-31 | → |
| 859 | RHONE GROUP L.L.C. | 161731 | 100% | $8.15B | 35 | 2026-03-31 | → |
| 860 | BRAMSHILL INVESTMENTS, LLC | 162492 | 100% | $8.14B | 38 | 2026-03-31 | → |
| 861 | STRIPES MANAGEMENT, LLC | 157553 | 100% | $8.14B | 51 | 2026-03-31 | → |
| 862 | HARVEST FUND ADVISORS LLC | 154425 | 100% | $8.13B | 14 | 2026-03-31 | → |
| 863 | HUMAN INTEREST ADVISORS LLC | 269875 | 100% | $8.10B | 6 | 2026-04-30 | → |
| 864 | OVERLOOK INVESTMENTS L.P. | 137931 | 100% | $8.09B | 14 | 2026-03-31 | → |
| 865 | OVERLOOK INVESTMENTS LIMITED | 137926 | 100% | $8.09B | 14 | 2026-03-31 | → |
| 866 | LIGHTYEAR CAPITAL LLC | 156781 | 100% | $8.08B | 50 | 2026-04-30 | → |
| 867 | GRAIN MANAGEMENT, LLC | 285045 | 100% | $8.07B | 77 | 2026-03-31 | → |
| 868 | CONTEXT CAPITAL MANAGEMENT LLC | 115167 | 100% | $8.01B | 19 | 2026-03-31 | → |
| 869 | BLACKSTONE ISG-II ADVISORS L.L.C. | 289550 | 100% | $8.01B | 114 | 2026-03-31 | → |
| 870 | HOWARD CAPITAL MANAGEMENT, INC. | 118070 | 100% | $8.01B | 45 | 2026-06-30 | → |
| 871 | TRIVE CAPITAL MANAGEMENT LLC | 166910 | 100% | $8.00B | 87 | 2026-04-30 | → |
| 872 | CION ARES MANAGEMENT, LLC | 284930 | 100% | $8.00B | 18 | 2026-05-31 | → |
| 873 | CARMEL MANAGEMENT III, LLC | 160892 | 100% | $7.98B | 164 | 2026-03-31 | → |
| 874 | SECURITY INVESTORS, LLC | 105477 | 100% | $7.97B | 20 | 2026-03-31 | → |
| 875 | FPA REAL ESTATE ADVISERS GROUP, LLC | 288195 | 100% | $7.97B | 110 | 2026-03-31 | → |
| 876 | POLUNIN CAPITAL PARTNERS LIMITED | 159031 | 100% | $7.96B | 17 | 2026-03-31 | → |
| 877 | BV INVESTMENT PARTNERS, L.P. | 159349 | 100% | $7.94B | 47 | 2026-03-31 | → |
| 878 | TIMESSQUARE CAPITAL MANAGEMENT, LLC | 132694 | 100% | $7.90B | 41 | 2026-03-31 | → |
| 879 | EDWARDS CAPITAL, LLC | 157864 | 100% | $7.89B | 65 | 2026-03-31 | → |
| 880 | THE HUNTINGTON INVESTMENT COMPANY | 16986 | 100% | $7.89B | 520 | 2026-03-31 | → |
| 881 | D.F. DENT AND COMPANY, INC. | 105179 | 100% | $7.88B | 31 | 2026-06-30 | → |
| 882 | KENSICO CAPITAL MANAGEMENT CORP. | 157934 | 100% | $7.88B | 25 | 2026-03-31 | → |
| 883 | SUVRETTA CAPITAL MANAGEMENT, LLC | 165153 | 100% | $7.87B | 23 | 2026-03-31 | → |
| 884 | WESTBRIDGE CAPITAL US ADVISORS, LP | 161527 | 100% | $7.86B | 90 | 2026-03-31 | → |
| 885 | STEPHENS INVESTMENT MANAGEMENT GROUP, LLC | 136369 | 100% | $7.86B | 22 | 2026-03-31 | → |
| 886 | ODYSSEY INVESTMENT PARTNERS, LLC | 160990 | 100% | $7.85B | 45 | 2026-05-31 | → |
| 887 | HARBERT FUND ADVISORS, LLC | 110577 | 100% | $7.82B | 147 | 2026-03-31 | → |
| 888 | ETHIC INC. | 282827 | 100% | $7.82B | 76 | 2026-03-31 | → |
| 889 | GUGGENHEIM FUNDS DISTRIBUTORS, LLC | 39805 | 100% | $7.80B | 245 | 2026-03-31 | → |
| 890 | FIFTH THIRD WEALTH ADVISORS LLC | 313015 | 100% | $7.80B | 83 | 2026-03-31 | → |
| 891 | WGI DM, LLC | 334219 | 100% | $7.78B | 6 | 2026-03-31 | → |
| 892 | ELMTREE FUNDS, LLC | 338940 | 100% | $7.77B | 37 | 2026-03-31 | → |
| 893 | HILLSDALE INVESTMENT MANAGEMENT INC. | 137883 | 100% | $7.77B | 46 | 2026-03-31 | → |
| 894 | QUID CAPITAL GROUP HOLDINGS, LLC | 297179 | 100% | $7.76B | 9 | 2026-03-31 | → |
| 895 | WEDGE CAPITAL MANAGEMENT LLP | 106234 | 100% | $7.75B | 26 | 2026-03-31 | → |
| 896 | AE INDUSTRIAL PARTNERS, LP | 173020 | 100% | $7.72B | 90 | 2026-03-31 | → |
| 897 | FRAZIER MANAGEMENT, L.L.C. | 157324 | 100% | $7.72B | 100 | 2026-06-30 | → |
| 898 | MGG INVESTMENT GROUP LP | 174126 | 100% | $7.59B | 45 | 2026-03-31 | → |
| 899 | BELPOINTE ASSET MANAGEMENT LLC | 143440 | 100% | $7.58B | 236 | 2026-05-31 | → |
| 900 | LLR MANAGEMENT HOLDCO, L.P. | 323438 | 100% | $7.57B | 116 | 2026-03-31 | → |
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