Research Report · 2026-06-30
Registered Investment Advisers Managing Other Pooled Vehicles
SEC-registered investment advisers that report managing other pooled vehicles, ranked by AUM.
Firms
1,000
Total AUM
$95.65T
Median AUM
$22.60B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | AUM↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 601 | MASON INVESTMENT ADVISORY SERVICES INC | 111113 | $15.67B | $15.67B | 72 | 2026-03-31 | → |
| 602 | GREENBRIAR EQUITY GROUP, L.P. | 157475 | $15.65B | $15.65B | 37 | 2026-03-31 | → |
| 603 | BATTERY MANAGEMENT CORP. | 160921 | $15.61B | $15.61B | 113 | 2026-03-31 | → |
| 604 | CLARFELD FINANCIAL ADVISORS, LLC | 106743 | $15.54B | $15.54B | 204 | 2026-04-30 | → |
| 605 | PFS INVESTMENTS INC. | 10111 | $15.54B | $15.54B | 3,992 | 2026-03-31 | → |
| 606 | EVERCORE WEALTH MANAGEMENT, LLC | 148399 | $15.52B | $15.52B | 97 | 2026-03-31 | → |
| 607 | OSAIC ADVISORY SERVICES, LLC | 171070 | $15.48B | $15.48B | 2,180 | 2026-06-30 | → |
| 608 | AEA QP ADVISERS LLC | 124560 | $15.46B | $15.46B | 157 | 2026-06-30 | → |
| 609 | TISHMAN SPEYER PROPERTIES, L.P. | 160079 | $15.43B | $15.43B | 491 | 2026-04-30 | → |
| 610 | INVESTMENT RESEARCH & ADVISORY GROUP, INC. | 126246 | $15.42B | $15.42B | 19 | 2026-03-31 | → |
| 611 | ABBOTT CAPITAL MANAGEMENT LLC | 106332 | $15.33B | $15.33B | 60 | 2026-03-31 | → |
| 612 | BALLENTINE PARTNERS, LLC | 152802 | $15.32B | $15.32B | 125 | 2026-05-31 | → |
| 613 | C WORLDWIDE ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 173234 | $15.28B | $15.28B | 112 | 2026-03-31 | → |
| 614 | CW ADVISORS, LLC | 310873 | $15.22B | $15.22B | 152 | 2026-05-31 | → |
| 615 | BLACKSTONE IRELAND LIMITED | 292121 | $15.19B | $15.19B | 711 | 2026-05-31 | → |
| 616 | POMONA MANAGEMENT LLC | 148269 | $15.16B | $15.16B | 41 | 2026-03-31 | → |
| 617 | BLEAKLEY FINANCIAL GROUP, LLC | 318366 | $15.13B | $15.13B | 205 | 2026-04-30 | → |
| 618 | CV ADVISORS LLC | 164817 | $15.08B | $15.08B | 82 | 2026-04-30 | → |
| 619 | SIT FIXED INCOME ADVISORS II, LLC | 108271 | $14.97B | $14.97B | 73 | 2026-06-30 | → |
| 620 | WCAS MANAGEMENT CORPORATION | 155695 | $14.90B | $14.90B | 105 | 2026-05-31 | → |
| 621 | THE LONDON COMPANY OF VIRGINIA, LLC | 106654 | $14.89B | $14.89B | 56 | 2026-03-31 | → |
| 622 | WOLVERINE ASSET MANAGEMENT, LLC | 138907 | $14.83B | $14.83B | 44 | 2026-06-30 | → |
| 623 | MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC | 149122 | $14.73B | $14.73B | 52 | 2026-06-30 | → |
| 624 | YOUSIF CAPITAL MANAGEMENT, LLC | 312511 | $14.73B | $14.73B | 17 | 2026-03-31 | → |
| 625 | ZACKS INVESTMENT MANAGEMENT, INC. | 110897 | $14.59B | $14.59B | 132 | 2026-05-31 | → |
| 626 | FREESTONE CAPITAL MANAGEMENT, LLC | 145711 | $14.54B | $14.54B | 120 | 2026-06-30 | → |
| 627 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 38357 | $14.43B | $14.43B | 158 | 2026-03-31 | → |
| 628 | PRINCIPAL ASSET MANAGEMENT COMPANY (ASIA) LIMITED | 322390 | $14.38B | $14.38B | 39 | 2026-03-31 | → |
| 629 | AUSBIL INVESTMENT MANAGEMENT LIMITED | 289468 | $14.35B | $14.35B | 72 | 2026-03-31 | → |
| 630 | INFRARED CAPITAL PARTNERS LIMITED | 161187 | $14.30B | $14.30B | 148 | 2026-05-31 | → |
| 631 | SYCAMORE PARTNERS MANAGEMENT, L.P. | 284346 | $14.30B | $14.30B | 60 | 2026-03-31 | → |
| 632 | T. ROWE PRICE SINGAPORE PRIVATE LTD | 155831 | $14.28B | $14.28B | 81 | 2026-03-31 | → |
| 633 | TSG CONSUMER PARTNERS LP | 160826 | $14.26B | $14.26B | 73 | 2026-04-30 | → |
| 634 | AMOVA ASSET MANAGEMENT ASIA LIMITED | 161589 | $14.23B | $14.23B | 137 | 2026-06-30 | → |
| 635 | WELLINGTON MANAGEMENT HONG KONG LIMITED | 165208 | $14.15B | $14.15B | 105 | 2026-03-31 | → |
| 636 | RTW INVESTMENTS LP | 153232 | $14.14B | $14.14B | 70 | 2026-03-31 | → |
| 637 | OAKTREE FUND ADVISORS, LLC | 290193 | $14.10B | $14.10B | 451 | 2026-03-31 | → |
| 638 | FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP. | 106277 | $14.09B | $14.09B | 39 | 2026-05-31 | → |
| 639 | FRANKLIN ADVISORY SERVICES, LLC | 111361 | $14.07B | $14.07B | 2 | 2026-06-30 | → |
| 640 | VARAGON CAPITAL PARTNERS, L.P. | 281851 | $13.99B | $13.99B | 78 | 2026-06-30 | → |
| 641 | THE VISTRIA GROUP, LP | 167045 | $13.99B | $13.99B | 107 | 2026-05-31 | → |
| 642 | NAUTIC PARTNERS, LLC | 159822 | $13.97B | $13.97B | 69 | 2026-04-30 | → |
| 643 | LINDEN MANAGER LLC | 161059 | $13.95B | $13.95B | 55 | 2026-03-31 | → |
| 644 | OAK HILL CAPITAL MANAGEMENT, LLC | 136656 | $13.93B | $13.93B | 52 | 2026-03-31 | → |
| 645 | COLDSTREAM CAPITAL MANAGEMENT INC | 108805 | $13.93B | $13.93B | 207 | 2026-03-31 | → |
| 646 | ULLICO INVESTMENT ADVISORS, INC. | 106628 | $13.92B | $13.92B | 92 | 2026-03-31 | → |
| 647 | SRS INVESTMENT MANAGEMENT, LLC | 157630 | $13.92B | $13.92B | 32 | 2026-06-30 | → |
| 648 | MISSION WEALTH MANAGEMENT, LP | 113057 | $13.91B | $13.91B | 184 | 2026-04-30 | → |
| 649 | ADVISOR PARTNERS II, LLC | 321633 | $13.91B | $13.91B | 26 | 2026-03-31 | → |
| 650 | DYNASTY WEALTH MANAGEMENT, LLC | 153377 | $13.88B | $13.88B | 200 | 2026-03-31 | → |
| 651 | MADISON INVESTMENT ADVISORS, LLC | 110297 | $13.84B | $13.84B | 92 | 2026-03-31 | → |
| 652 | GRESHAM PARTNERS, LLC | 108668 | $13.80B | $13.80B | 67 | 2026-03-31 | → |
| 653 | GOLDMAN SACHS ASSET MANAGEMENT (SINGAPORE) PTE. LTD. | 286067 | $13.78B | $13.78B | 86 | 2026-05-31 | → |
| 654 | DOLAN MCENIRY CAPITAL MANAGEMENT LLC | 108658 | $13.76B | $13.76B | 26 | 2026-03-31 | → |
| 655 | AMERITAS ADVISORY SERVICES, LLC | 317245 | $13.75B | $13.75B | 797 | 2026-03-31 | → |
| 656 | COMGEST ASSET MANAGEMENT INTERNATIONAL LIMITED | 161061 | $13.66B | $13.66B | 55 | 2025-12-31 | → |
| 657 | MIROVA US LLC | 300152 | $13.62B | $13.62B | 64 | 2026-03-31 | → |
| 658 | JMI MANAGEMENT, L.P. | 158344 | $13.58B | $13.58B | 81 | 2026-06-30 | → |
| 659 | ARCLIGHT CAPITAL PARTNERS, LLC | 161228 | $13.54B | $13.54B | 60 | 2026-03-31 | → |
| 660 | RIVERSIDE PARTNERS, LLC | 160523 | $13.53B | $13.53B | 248 | 2026-03-31 | → |
| 661 | KESTRA PRIVATE WEALTH SERVICES, LLC | 155193 | $13.45B | $13.45B | 211 | 2026-06-30 | → |
| 662 | THE MATHER GROUP, LLC | 156005 | $13.45B | $13.45B | 186 | 2026-04-30 | → |
| 663 | STG PARTNERS, LLC | 291048 | $13.43B | $13.43B | 87 | 2026-03-31 | → |
| 664 | CAPITAL FUND MANAGEMENT S.A. | 125780 | $13.38B | $13.38B | 348 | 2026-03-31 | → |
| 665 | EIGHT PARTNERS VC, LLC | 283031 | $13.38B | $13.38B | 69 | 2026-04-30 | → |
| 666 | GAOTENG GLOBAL ASSET MANAGEMENT LIMITED | 301825 | $13.35B | $13.35B | 46 | 2026-03-31 | → |
| 667 | FIRST SENTIER INVESTORS (UK) IM LIMITED | 281323 | $13.27B | $13.27B | 314 | 2026-03-31 | → |
| 668 | REDDING RIDGE ASSET MANAGEMENT (UK) LLP | 284256 | $13.23B | $13.23B | 67 | 2026-03-31 | → |
| 669 | NOVACAP MANAGEMENT INC. | 290100 | $13.17B | $13.17B | 112 | 2026-03-31 | → |
| 670 | SMITH CAPITAL INVESTORS, LLC | 294402 | $13.11B | $13.11B | 30 | 2026-02-28 | → |
| 671 | EMG FUND II MANAGEMENT, L.P. | 157915 | $13.07B | $13.07B | 23 | 2025-09-30 | → |
| 672 | POST ADVISORY GROUP, LLC | 108860 | $13.03B | $13.03B | 49 | 2026-05-31 | → |
| 673 | IRRADIANT PARTNERS, LP | 315416 | $13.03B | $13.03B | 45 | 2025-04-30 | → |
| 674 | CHARTWELL INVESTMENT PARTNERS, LLC | 170335 | $12.97B | $12.97B | 31 | 2026-05-31 | → |
| 675 | VALEO FINANCIAL ADVISORS, LLC | 127132 | $12.96B | $12.96B | 178 | 2026-04-30 | → |
| 676 | IVY HILL ASSET MANAGEMENT, L.P. | 161608 | $12.96B | $12.96B | 16 | 2026-05-31 | → |
| 677 | MONTRUSCO BOLTON INVESTMENTS INC. | 154475 | $12.93B | $12.93B | 68 | 2026-03-31 | → |
| 678 | CITIZENS SECURITIES, INC. | 39550 | $12.87B | $12.87B | 471 | 2026-04-30 | → |
| 679 | PUGH CAPITAL MANAGEMENT, INC. | 111765 | $12.82B | $12.82B | 39 | 2026-03-31 | → |
| 680 | ARIEL INVESTMENTS, LLC | 108211 | $12.78B | $12.78B | 109 | 2026-04-30 | → |
| 681 | FRANKLIN TEMPLETON INVESTMENTS CORP. | 111364 | $12.77B | $12.77B | 193 | 2025-12-31 | → |
| 682 | SECOR INVESTMENT ADVISORS, LP | 155235 | $12.76B | $12.76B | 44 | 2026-04-30 | → |
| 683 | CBIZ INVESTMENT ADVISORY SERVICES, LLC | 286002 | $12.76B | $12.76B | 93 | 2026-03-31 | → |
| 684 | DUFF & PHELPS INVESTMENT MANAGEMENT CO. | 107296 | $12.75B | $12.75B | 53 | 2026-04-30 | → |
| 685 | FIRST EAGLE ALTERNATIVE CREDIT, LLC | 150900 | $12.56B | $12.56B | 79 | 2026-06-30 | → |
| 686 | APPLETON PARTNERS, INC. | 110049 | $12.55B | $12.55B | 59 | 2026-03-31 | → |
| 687 | THE CAPROCK GROUP, LLC | 124272 | $12.48B | $12.48B | 67 | 2026-03-31 | → |
| 688 | WILLIAMS JONES WEALTH MANAGEMENT, LLC | 301925 | $12.47B | $12.47B | 52 | 2026-04-30 | → |
| 689 | WESTWOOD MANAGEMENT CORP | 110269 | $12.46B | $12.46B | 95 | 2026-03-31 | → |
| 690 | PROSPERA FINANCIAL SERVICES, INC. | 10740 | $12.44B | $12.44B | 333 | 2025-09-30 | → |
| 691 | NEUBERGER BERMAN CANADA ULC | 284803 | $12.39B | $12.39B | 27 | 2026-04-30 | → |
| 692 | SOUND POINT CLO C-MOA, LLC | 293256 | $12.34B | $12.34B | 40 | 2026-03-31 | → |
| 693 | RAMIREZ ASSET MANAGEMENT, INC. | 110637 | $12.27B | $12.27B | 48 | 2025-12-31 | → |
| 694 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 106975 | $12.24B | $12.24B | 53 | 2026-03-31 | → |
| 695 | ADVISORS CAPITAL MANAGEMENT, LLC | 112266 | $12.20B | $12.20B | 103 | 2026-03-31 | → |
| 696 | HOLLYPORT CAPITAL LLP | 289306 | $12.20B | $12.20B | 84 | 2026-06-30 | → |
| 697 | NORTHROCK PARTNERS, LLC | 167908 | $12.19B | $12.19B | 233 | 2026-03-31 | → |
| 698 | LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC | 107341 | $12.18B | $12.18B | 169 | 2026-03-31 | → |
| 699 | INTERCONTINENTAL REAL ESTATE CORPORATION | 112332 | $12.18B | $12.18B | 122 | 2026-03-31 | → |
| 700 | SOLTIS INVESTMENT ADVISORS, LLC | 154690 | $12.04B | $12.04B | 121 | 2026-03-31 | → |
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