Research Report · 2026-06-30
Registered Investment Advisers with the Highest Pooled Assets per Employee
SEC-registered investment advisers ranked by pooled assets / employee.
Firms
1,000
Total AUM
$105.45T
Median AUM
$12.79B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Pooled Assets / Employee↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 201 | COMPLUS ASSET MANAGEMENT (UK) LIMITED | 329571 | $610.7M | $5.87B | 5 | 2026-03-31 | → |
| 202 | NEUBERGER BERMAN SINGAPORE PTE. LIMITED | 167947 | $610.6M | $29.29B | 32 | 2026-03-31 | → |
| 203 | INVESCO ASSET MANAGEMENT (JAPAN) LIMITED | 107155 | $607.7M | $76.06B | 116 | 2026-03-31 | → |
| 204 | CATALYST CAPITAL ADVISORS LLC | 139895 | $606.0M | $10.30B | 17 | 2026-03-31 | → |
| 205 | BASALT INFRASTRUCTURE PARTNERS LLC | 162276 | $601.1M | $9.62B | 16 | 2026-03-31 | → |
| 206 | GQG PARTNERS LLC | 283720 | $599.9M | $163.86B | 227 | 2026-03-31 | → |
| 207 | NEWTON INVESTMENT MANAGEMENT NORTH AMERICA LLC | 312937 | $598.2M | $59.16B | 88 | 2026-05-31 | → |
| 208 | BRACEBRIDGE CAPITAL, LLC | 158343 | $597.3M | $100.35B | 168 | 2026-03-31 | → |
| 209 | JOHN HANCOCK INVESTMENT MANAGEMENT LLC | 105790 | $594.0M | $212.05B | 357 | 2026-03-31 | → |
| 210 | ANDROS CAPITAL PARTNERS LLC | 310641 | $584.8M | $3.51B | 6 | 2026-03-31 | → |
| 211 | SPRUCE HOUSE INVESTMENT MANAGEMENT LLC | 163427 | $581.7M | $5.24B | 9 | 2026-03-31 | → |
| 212 | SESSA CAPITAL IM, L.P. | 166403 | $578.8M | $7.52B | 13 | 2026-03-31 | → |
| 213 | C-BRIDGE CAPITAL LLC | 308376 | $578.6M | $4.63B | 8 | 2026-05-31 | → |
| 214 | OVERLOOK INVESTMENTS L.P. | 137931 | $578.1M | $8.09B | 14 | 2026-03-31 | → |
| 215 | OVERLOOK INVESTMENTS LIMITED | 137926 | $578.1M | $8.09B | 14 | 2026-03-31 | → |
| 216 | CONSULTING GROUP ADVISORY SERVICES LLC | 137463 | $577.6M | $9.82B | 17 | 2026-03-31 | → |
| 217 | VALUE ALIGNED RESEARCH ADVISORS, LLC | 319135 | $576.7M | $9.14B | 9 | 2026-03-31 | → |
| 218 | VOYA INVESTMENTS, LLC | 111091 | $572.0M | $59.48B | 104 | 2026-03-31 | → |
| 219 | VALOR MANAGEMENT LLC | 160014 | $570.4M | $59.32B | 104 | 2026-04-30 | → |
| 220 | GLOBAL X MANAGEMENT COMPANY LLC | 146932 | $568.6M | $83.02B | 146 | 2026-03-31 | → |
| 221 | ARLINGTON MANAGEMENT EMPLOYEES, LLC | 160265 | $568.6M | $18.19B | 32 | 2026-03-31 | → |
| 222 | EMG FUND II MANAGEMENT, L.P. | 157915 | $568.4M | $13.07B | 23 | 2025-09-30 | → |
| 223 | BANNER RIDGE PARTNERS, LP | 304928 | $567.5M | $15.32B | 27 | 2026-03-31 | → |
| 224 | BROWN BROTHERS HARRIMAN CREDIT PARTNERS, LLC | 338189 | $566.5M | $57.43B | 51 | 2026-04-30 | → |
| 225 | PUBLIC TRUST ADVISORS, LLC | 159189 | $563.9M | $104.24B | 157 | 2026-04-30 | → |
| 226 | ASCENSION INVESTMENT MANAGEMENT, LLC | 159767 | $562.6M | $40.83B | 27 | 2026-01-31 | → |
| 227 | MADISON AVENUE PARTNERS, LP | 298610 | $561.5M | $3.93B | 7 | 2026-03-31 | → |
| 228 | MORGAN STANLEY INVESTMENT MANAGEMENT LIMITED | 105922 | $559.7M | $174.54B | 222 | 2026-06-30 | → |
| 229 | STONE POINT CAPITAL LLC | 156521 | $558.9M | $67.63B | 121 | 2026-03-31 | → |
| 230 | FIRST TRUST ADVISORS LP | 107027 | $558.2M | $309.24B | 542 | 2026-04-30 | → |
| 231 | WCM INVESTMENT MANAGEMENT, LLC | 104702 | $558.2M | $96.77B | 102 | 2026-03-31 | → |
| 232 | DEFIANCE ETFS, LLC | 294410 | $551.9M | $3.86B | 7 | 2026-05-31 | → |
| 233 | FALCONS I, LLC | 294460 | $550.0M | $2.75B | 5 | 2026-03-31 | → |
| 234 | DBX ADVISORS LLC | 154558 | $546.9M | $28.99B | 53 | 2026-05-31 | → |
| 235 | THE ENERGY & MINERALS GROUP LP | 339275 | $546.4M | $12.02B | 22 | 2026-03-31 | → |
| 236 | YACKTMAN ASSET MANAGEMENT LP | 164420 | $541.9M | $11.71B | 19 | 2026-03-31 | → |
| 237 | HSBC GLOBAL ASSET MANAGEMENT (UK) LIMITED | 154700 | $540.3M | $260.22B | 399 | 2026-03-31 | → |
| 238 | ELMWOOD ASSET MANAGEMENT LLC | 297926 | $539.7M | $24.29B | 45 | 2026-03-31 | → |
| 239 | ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. | 116719 | $535.3M | $28.64B | 35 | 2026-03-31 | → |
| 240 | TENOR CAPITAL MANAGEMENT COMPANY, L.P. | 153277 | $535.2M | $10.17B | 19 | 2026-03-31 | → |
| 241 | ASB CAPITAL MANAGEMENT LLC | 110995 | $532.1M | $36.68B | 62 | 2026-04-30 | → |
| 242 | EGERTON CAPITAL (UK) LLP | 156384 | $531.1M | $19.12B | 36 | 2026-05-31 | → |
| 243 | MERK INVESTMENTS LLC | 112305 | $530.3M | $3.71B | 7 | 2026-03-31 | → |
| 244 | NOMURA ASSET MANAGEMENT CO., LTD. | 110814 | $529.2M | $601.79B | 960 | 2026-06-30 | → |
| 245 | ICG INVESTMENTS INC | 162589 | $528.5M | $49.69B | 94 | 2026-03-31 | → |
| 246 | T. ROWE PRICE ASSOCIATES, INC. | 105496 | $526.6M | $2.20T | 3,760 | 2026-03-31 | → |
| 247 | FULCRUM ASSET MANAGEMENT LLP | 137661 | $525.8M | $69.09B | 101 | 2026-03-31 | → |
| 248 | HORSLEY BRIDGE PARTNERS LLC | 110877 | $524.3M | $23.61B | 45 | 2026-06-30 | → |
| 249 | TIGER GLOBAL MANAGEMENT, LLC | 160318 | $523.4M | $77.99B | 149 | 2026-03-31 | → |
| 250 | PERSHING SQUARE CAPITAL MANAGEMENT, L.P. | 132982 | $522.1M | $25.06B | 48 | 2026-06-30 | → |
| 251 | ACCOLADE CAPITAL MANAGEMENT LLC | 160802 | $518.7M | $9.34B | 18 | 2026-06-30 | → |
| 252 | PICTET ASSET MANAGEMENT SA | 140074 | $518.6M | $330.70B | 549 | 2026-06-30 | → |
| 253 | SILVER LAKE TECHNOLOGY MANAGEMENT, LLC | 161206 | $518.5M | $117.70B | 227 | 2026-05-31 | → |
| 254 | SALI FUND MANAGEMENT, LLC | 124235 | $518.3M | $41.72B | 79 | 2026-05-31 | → |
| 255 | NORTH REEF CAPITAL MANAGEMENT LP | 311056 | $517.7M | $4.14B | 8 | 2026-03-31 | → |
| 256 | WELLINGTON MANAGEMENT COMPANY LLP | 106595 | $515.9M | $1.43T | 1,868 | 2026-03-31 | → |
| 257 | ALTIMETER CAPITAL MANAGEMENT, LP | 160017 | $515.4M | $18.75B | 35 | 2026-03-31 | → |
| 258 | SYSTEMATICA INVESTMENTS GP LIMITED | 289338 | $510.4M | $23.79B | 34 | 2026-03-31 | → |
| 259 | INDEPENDENT FRANCHISE PARTNERS LLP | 150108 | $509.9M | $23.85B | 35 | 2026-06-30 | → |
| 260 | D1 CAPITAL PARTNERS L.P. | 297298 | $508.4M | $40.16B | 79 | 2026-03-31 | → |
| 261 | ALPS ADVISORS, INC. | 134340 | $508.2M | $38.83B | 73 | 2026-03-31 | → |
| 262 | T. ROWE PRICE (CANADA) INC. | 107290 | $506.7M | $6.55B | 11 | 2026-03-31 | → |
| 263 | WISDOMTREE ASSET MANAGEMENT, INC. | 139684 | $505.0M | $88.38B | 175 | 2026-03-31 | → |
| 264 | VANGUARD ASSET MANAGEMENT, LIMITED | 282598 | $503.1M | $482.96B | 960 | 2025-05-31 | → |
| 265 | US INNOVATIVE TECHNOLOGY CAPITAL MANAGEMENT, LLC | 323370 | $502.4M | $7.03B | 14 | 2026-03-31 | → |
| 266 | KIRKOSWALD CAPITAL MANAGEMENT LIMITED | 139217 | $501.4M | $5.01B | 10 | 2026-04-30 | → |
| 267 | GUGGENHEIM CORPORATE FUNDING, LLC | 300895 | $498.5M | $11.29B | 16 | 2026-05-31 | → |
| 268 | BANNER OAK CAPITAL PARTNERS, LP | 284367 | $495.5M | $4.46B | 9 | 2026-03-31 | → |
| 269 | CAXTON ASSOCIATES LLP | 333153 | $494.5M | $71.56B | 130 | 2026-06-30 | → |
| 270 | VALLEY FORGE CAPITAL MANAGEMENT, LP | 162953 | $494.2M | $4.45B | 9 | 2026-03-31 | → |
| 271 | CVC SECONDARY PARTNERS (U.S.), LLC | 289554 | $493.0M | $22.19B | 45 | 2026-03-31 | → |
| 272 | REDDING RIDGE ASSET MANAGEMENT LLC | 283058 | $490.2M | $33.32B | 67 | 2026-04-30 | → |
| 273 | PRYSM CAPITAL, L.P. | 304961 | $489.9M | $6.86B | 14 | 2026-03-31 | → |
| 274 | SEQUOIA CAPITAL OPERATIONS, LLC | 157373 | $489.1M | $82.17B | 168 | 2026-03-31 | → |
| 275 | UBS ASSET MANAGEMENT (AMERICAS) LLC | 106838 | $488.9M | $588.22B | 574 | 2026-03-31 | → |
| 276 | PNMAC CAPITAL MANAGEMENT, LLC | 147101 | $485.2M | $21.35B | 44 | 2026-02-28 | → |
| 277 | NUVEEN ASSET MANAGEMENT, LLC | 155584 | $484.5M | $280.48B | 381 | 2026-03-31 | → |
| 278 | SLATE PATH CAPITAL LP | 164751 | $479.5M | $11.99B | 25 | 2026-03-31 | → |
| 279 | WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC | 115344 | $479.4M | $18.16B | 20 | 2026-03-31 | → |
| 280 | SOLAMERE CAPITAL, LLC | 156902 | $478.7M | $5.74B | 12 | 2026-03-31 | → |
| 281 | FIDELITY MANAGEMENT & RESEARCH (HONG KONG) LIMITED | 148045 | $478.6M | $32.55B | 68 | 2026-06-30 | → |
| 282 | NEPHILA CAPITAL LTD. | 132780 | $476.9M | $12.88B | 27 | 2026-03-31 | → |
| 283 | APG ASSET MANAGEMENT US, INC | 160795 | $475.2M | $141.33B | 183 | 2026-03-31 | → |
| 284 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 111298 | $474.8M | $351.32B | 519 | 2026-04-30 | → |
| 285 | PALOMA PARTNERS MANAGEMENT COMPANY | 138460 | $473.3M | $30.29B | 64 | 2026-05-31 | → |
| 286 | TETRAGON FINANCIAL MANAGEMENT LP | 156041 | $472.9M | $4.26B | 9 | 2026-06-30 | → |
| 287 | AHL PARTNERS LLP | 167882 | $472.4M | $68.02B | 144 | 2026-06-30 | → |
| 288 | 137 VENTURES MANAGEMENT LLC | 162351 | $472.2M | $11.81B | 25 | 2026-04-30 | → |
| 289 | BLACKSTONE PRIVATE INVESTMENTS ADVISORS L.L.C. | 317860 | $471.8M | $17.93B | 38 | 2026-03-31 | → |
| 290 | BLACKSTONE TACTICAL OPPORTUNITIES ADVISORS L.L.C. | 160157 | $470.2M | $40.36B | 83 | 2026-03-31 | → |
| 291 | ATALAN CAPITAL PARTNERS, LP | 226714 | $470.0M | $3.29B | 7 | 2026-04-30 | → |
| 292 | BAKER BROS. ADVISORS LP | 158149 | $469.1M | $28.15B | 60 | 2026-03-31 | → |
| 293 | DRAGONEER INVESTMENT GROUP, LLC | 161443 | $468.8M | $37.04B | 79 | 2026-05-31 | → |
| 294 | EAAA PTE. LIMITED | 300161 | $465.7M | $4.19B | 9 | 2026-06-30 | → |
| 295 | COATUE MANAGEMENT, L.L.C. | 157910 | $465.5M | $92.71B | 199 | 2026-05-31 | → |
| 296 | LEXINGTON PARTNERS L.P. | 147281 | $463.6M | $79.27B | 171 | 2026-06-30 | → |
| 297 | NEXPOINT ASSET MANAGEMENT, L.P. | 149653 | $460.7M | $2.76B | 6 | 2026-03-31 | → |
| 298 | CAMBER CAPITAL MANAGEMENT LP | 298070 | $460.2M | $3.68B | 8 | 2025-04-30 | → |
| 299 | BVF PARTNERS L.P. | 156149 | $459.8M | $6.11B | 13 | 2026-03-31 | → |
| 300 | HOTCHKIS AND WILEY CAPITAL MANAGEMENT, LLC | 114649 | $459.8M | $36.93B | 64 | 2026-03-31 | → |
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