Research Report · 2026-06-30
Registered Investment Advisers with the Highest Institutional Client Share
SEC-registered investment advisers ranked by institutional client share.
Firms
1,000
Total AUM
$19.61T
Median AUM
$1.49B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Institutional Client Share↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 801 | SHEPHERD KAPLAN KROCHUK, LLC | 127304 | 50.7% | $10.88B | 34 | 2026-03-31 | → |
| 802 | ORLEANS CAPITAL MANAGEMENT CORP | 111359 | 50.5% | $2.13B | 12 | 2026-03-31 | → |
| 803 | WISDOMTREE ASSET MANAGEMENT, INC. | 139684 | 50% | $88.38B | 175 | 2026-03-31 | → |
| 804 | AXA INVESTMENT MANAGERS US INC | 113608 | 50% | $79.24B | 167 | 2026-03-31 | → |
| 805 | MARATHON ASSET MANAGEMENT LIMITED | 132391 | 50% | $39.04B | 74 | 2026-05-31 | → |
| 806 | VALUE ALIGNED RESEARCH ADVISORS, LLC | 319135 | 50% | $9.14B | 9 | 2026-03-31 | → |
| 807 | SPRINGS CAPITAL (HONG KONG) LIMITED | 168321 | 50% | $7.17B | 17 | 2026-06-30 | → |
| 808 | HOSKING PARTNERS LLP | 173527 | 50% | $6.95B | 28 | 2026-04-30 | → |
| 809 | ORG PORTFOLIO MANAGEMENT LLC | 130198 | 50% | $6.38B | 22 | 2026-03-31 | → |
| 810 | EAST END ADVISORS, LLC | 147144 | 50% | $6.06B | 17 | 2026-04-30 | → |
| 811 | ANTARCTICA INVESTMENT ADVISORS, LLC | 284659 | 50% | $5.57B | 32 | 2026-06-30 | → |
| 812 | BLUE OWL DIGITAL INFRASTRUCTURE TRUST ADVISORS LLC | 337770 | 50% | $4.42B | 130 | 2026-03-31 | → |
| 813 | FLAHERTY & CRUMRINE INCORPORATED | 105499 | 50% | $4.15B | 14 | 2026-03-31 | → |
| 814 | HANWHA ASSET MANAGEMENT (USA) LTD. | 288464 | 50% | $4.00B | 22 | 2026-04-30 | → |
| 815 | QUANTITATIVE SYSTEMATIC STRATEGIES LLC | 165895 | 50% | $2.83B | 5 | 2026-04-30 | → |
| 816 | MJE - LOOP CAPITAL PARTNERS LLC | 287638 | 50% | $2.04B | 19 | 2026-03-31 | → |
| 817 | P/E GLOBAL LLC | 155642 | 50% | $1.71B | 62 | 2026-03-31 | → |
| 818 | KBI GLOBAL INVESTORS (NORTH AMERICA) LTD | 113606 | 50% | $1.66B | 57 | 2026-03-31 | → |
| 819 | EURAZEO NORTH AMERICA, INC. | 300444 | 50% | $1.61B | 12 | 2026-03-31 | → |
| 820 | TEEWINOT CAPITAL ADVISERS, L.L.C. | 138757 | 50% | $1.61B | 9 | 2026-06-30 | → |
| 821 | MOUNT LUCAS MANAGEMENT LP | 108255 | 50% | $1.30B | 15 | 2026-06-30 | → |
| 822 | SAROFIM REALTY ADVISORS LLC | 106931 | 50% | $1.16B | 7 | 2026-05-31 | → |
| 823 | GIA PARTNERS, LLC. | 151207 | 50% | $1.06B | 10 | 2026-03-31 | → |
| 824 | VOLOFIN CAPITAL MANAGEMENT (US) LLC | 309922 | 50% | $1.01B | 9 | 2026-03-31 | → |
| 825 | CC CAPITAL INSURANCE ADVISORS LLC | 334723 | 50% | $937.4M | 6 | 2026-06-30 | → |
| 826 | NOKOMIS CAPITAL, L.L.C. | 145627 | 50% | $804.2M | 5 | 2026-03-31 | → |
| 827 | OPALEYE MANAGEMENT INC. | 124513 | 50% | $802.8M | 4 | 2026-02-28 | → |
| 828 | BEAU VENTURES, LLC | 336355 | 50% | $792.7M | 3 | 2026-03-31 | → |
| 829 | GREENSLEDGE ASSET MANAGEMENT LLC | 307732 | 50% | $592.8M | 11 | 2026-06-30 | → |
| 830 | IMPACT INVESTMENT ADVISER LLC | 149929 | 50% | $558.5M | 16 | 2026-03-31 | → |
| 831 | ANDALUSIAN CREDIT PARTNERS, LLC | 324744 | 50% | $541.3M | 16 | 2026-03-31 | → |
| 832 | MACQUARIE ASSET MANAGEMENT CREDIT ADVISERS US, LLC | 284788 | 50% | $525.6M | 166 | 2026-06-30 | → |
| 833 | GAVILAN INVESTMENT PARTNERS LLC | 311134 | 50% | $514.7M | 2 | 2026-05-31 | → |
| 834 | LOCUS INVESTMENT GROUP, LTD. | 297940 | 50% | $483.7M | 4 | 2026-03-31 | → |
| 835 | RAVENSWOOD PARTNERS LP | 327106 | 50% | $436.1M | 5 | 2026-05-31 | → |
| 836 | THIRD NORTH CAPITAL LP | 285348 | 50% | $432.2M | 5 | 2026-03-31 | → |
| 837 | AGIS MANAGEMENT LLC | 172457 | 50% | $428.7M | 16 | 2026-03-31 | → |
| 838 | ORBIS INVESTMENT MANAGEMENT (U.S.), L.P. | 158511 | 50% | $405.4M | 18 | 2026-03-31 | → |
| 839 | PINVEST LLC | 331586 | 50% | $377.5M | 4 | 2026-06-30 | → |
| 840 | ARAGON GLOBAL MANAGEMENT, LP | 156043 | 50% | $369.0M | 3 | 2026-05-31 | → |
| 841 | INDIA CAPITAL LLC | 309034 | 50% | $365.3M | 1 | 2026-03-31 | → |
| 842 | AIP CAPITAL ADVISORS LLC | 328465 | 50% | $340.0M | 15 | 2026-06-30 | → |
| 843 | COELI FRONTIER MARKETS AB | 282916 | 50% | $325.2M | 3 | 2026-04-30 | → |
| 844 | ROBASCIOTTI & ASSOCIATES , INC. | 151411 | 50% | $320.4M | 17 | 2026-05-31 | → |
| 845 | GENERAL PARTNER, INC. | 302070 | 50% | $318.4M | 1 | 2026-01-31 | → |
| 846 | BILL OPP FIXED INCOME ADVISORY SERVICE, LLC | 150087 | 50% | $309.8M | 1 | 2026-01-31 | → |
| 847 | POLPO CAPITAL MANAGEMENT LLC | 323907 | 50% | $299.5M | 5 | 2026-03-31 | → |
| 848 | REB CAPITAL MANAGEMENT, LLC | 301890 | 50% | $224.5M | 4 | 2026-05-31 | → |
| 849 | PEARLSTONE ALTERNATIVE (UK) LLP | 324441 | 50% | $210.5M | 5 | 2026-06-30 | → |
| 850 | SOUTHCOL ADVISORS, LLC | 308154 | 50% | $208.7M | 4 | 2026-02-28 | → |
| 851 | TWENTY ACRE CAPITAL LP | 306381 | 50% | $198.5M | 8 | 2025-03-31 | → |
| 852 | MONTERONE PARTNERS LLP | 285926 | 50% | $195.3M | 5 | 2026-06-30 | → |
| 853 | BLUEHEEL | 331771 | 50% | $192.3M | 4 | 2026-04-30 | → |
| 854 | ADDITIVE ADVISORY PBC | 283979 | 50% | $140.9M | 3 | 2026-03-31 | → |
| 855 | TANO CAPITAL, LLC | 160367 | 50% | $138.0M | 1 | 2026-03-31 | → |
| 856 | BARRIER CAPITAL MANAGEMENT, LLC | 312294 | 50% | $136.0M | 1 | 2026-03-31 | → |
| 857 | POPLAR POINT CAPITAL MANAGEMENT LLC | 165411 | 50% | $110.1M | 1 | 2026-05-31 | → |
| 858 | BETTER WAY LLC | 300305 | 50% | $107.3M | 2 | 2026-05-31 | → |
| 859 | GRUPP FINANCIAL LLC | 168436 | 50% | $100.1M | 3 | 2026-01-31 | → |
| 860 | MON CAPITAL MANAGEMENT LLC | 333785 | 50% | $95.0M | 2 | 2026-04-30 | → |
| 861 | SUN VALLEY GOLD LLC | 108858 | 50% | $87.0M | 3 | 2025-06-30 | → |
| 862 | DRYDEN CAPITAL, LLC | 172648 | 50% | $76.6M | 3 | 2026-04-30 | → |
| 863 | VAZIRANI ASSET MANAGEMENT LLC | 289186 | 50% | $65.0M | 3 | 2026-03-31 | → |
| 864 | CWM PARTNERS, LLC | 299857 | 50% | $59.8M | 3 | 2026-03-31 | → |
| 865 | MONTROSE ESTATE CAPITAL MANAGEMENT, LLC | 324497 | 50% | $40.0M | 1 | 2026-03-31 | → |
| 866 | NATIVE AMERICAN FUND ADVISORS LLC | 108149 | 50% | $38.9M | 6 | 2026-04-30 | → |
| 867 | EMERGE CAPITAL MANAGEMENT INC. | 284581 | 50% | $30.0M | 5 | 2025-06-30 | → |
| 868 | TROWBRIDGE CAPITAL PARTNERS LLC. | 297764 | 50% | $25.8M | 1 | 2026-03-31 | → |
| 869 | KEEL CAPITAL AB | 283825 | 50% | $10.9M | 3 | 2025-09-30 | → |
| 870 | NBT CAPITAL MANAGEMENT, INC. | 104932 | 49.9% | $1.61B | 15 | 2026-06-30 | → |
| 871 | PFG INVESTMENTS, LLC | 289256 | 49.8% | $436.8M | 28 | 2026-03-31 | → |
| 872 | SILVER COAST INVESTMENTS LLC | 167771 | 49.8% | $401.6M | 32 | 2026-03-31 | → |
| 873 | RDG CAPITAL MANAGEMENT LLC | 329749 | 49.5% | $131.8M | 2 | 2026-06-30 | → |
| 874 | REEDMARK ADVISORS, LLC | 173760 | 49.4% | $564.6M | 12 | 2026-03-31 | → |
| 875 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 106975 | 49.3% | $12.24B | 53 | 2026-03-31 | → |
| 876 | ACCUVEST GLOBAL ADVISORS, INC. | 134096 | 49.2% | $630.5M | 6 | 2026-04-30 | → |
| 877 | AZIMUT INVESTMENT ADVISORS LLC | 134626 | 49.2% | $1.00B | 10 | 2026-05-31 | → |
| 878 | HOTCHKIS AND WILEY CAPITAL MANAGEMENT, LLC | 114649 | 49% | $36.93B | 64 | 2026-03-31 | → |
| 879 | CONVERGENCE INVESTMENT PARTNERS, LLC | 148472 | 49% | $523.6M | 5 | 2026-03-31 | → |
| 880 | THE ROCK CREEK GROUP, LP | 125409 | 48.8% | $18.38B | 62 | 2026-05-31 | → |
| 881 | TIFF ADVISORY SERVICES, LLC | 327436 | 48.7% | $8.62B | 70 | 2026-03-31 | → |
| 882 | UCAP ASSET MANAGEMENT LLC | 170846 | 48.7% | $208.2M | 14 | 2026-03-31 | → |
| 883 | COHEN & STEERS CAPITAL MANAGEMENT, INC. | 106266 | 48.6% | $85.67B | 367 | 2026-04-30 | → |
| 884 | IMPACT RETIREMENT ADVISORS, LLC | 330475 | 48.5% | $827.7M | 4 | 2026-03-31 | → |
| 885 | ARENA INVESTORS, LP | 269854 | 48.4% | $2.99B | 180 | 2026-05-31 | → |
| 886 | INVICTUS CAPITAL MANAGEMENT, LP | 157315 | 48.3% | $7.25B | 53 | 2026-03-31 | → |
| 887 | LASALLE INVESTMENT MANAGEMENT, INC. | 109307 | 48% | $11.46B | 247 | 2026-03-31 | → |
| 888 | FIAM LLC | 133196 | 48% | $347.73B | 196 | 2026-03-31 | → |
| 889 | SFAM, LLC | 145026 | 47.9% | $896.5M | 6 | 2026-03-31 | → |
| 890 | JCM STRATEGIC WEALTH PARTNERS LLC | 315220 | 47.9% | $152.4M | 5 | 2026-01-31 | → |
| 891 | X-SQUARE CAPITAL, LLC | 167237 | 47.9% | $790.9M | 7 | 2026-04-30 | → |
| 892 | E FUND MANAGEMENT (HONG KONG) CO., LIMITED | 169726 | 47.8% | $15.72B | 99 | 2026-03-31 | → |
| 893 | PINE RIDGE ADVISERS LLC | 296362 | 47.7% | $14.42B | 14 | 2026-03-31 | → |
| 894 | POLEN CAPITAL CREDIT, LLC | 108468 | 47.7% | $6.13B | 46 | 2026-05-31 | → |
| 895 | HARVEST GLOBAL INVESTMENTS LIMITED | 157964 | 47.6% | $3.79B | 32 | 2026-03-31 | → |
| 896 | WMKI GROUP LLC | 309832 | 47.6% | $211.0M | 5 | 2026-04-30 | → |
| 897 | SHUSTER ADVISORY GROUP, LLC | 170233 | 47.6% | $10.32B | 15 | 2026-05-31 | → |
| 898 | AQR CAPITAL MANAGEMENT, LLC | 111883 | 47.6% | $311.70B | 728 | 2026-05-31 | → |
| 899 | INVESTURE, LLC | 130099 | 47.4% | $38.52B | 51 | 2026-03-31 | → |
| 900 | DIMENSION CAPITAL MANAGEMENT LLC | 109380 | 47.3% | $7.29B | 50 | 2026-03-31 | → |
Related Lists
Sleeve1,000 firms · 2026-06-30