Research Report · 2026-06-30
Registered Investment Advisers Reporting Recommendations of Their Own Securities
SEC-registered investment advisers that report recommending their own securities, ranked by AUM.
Firms
1,000
Total AUM
$158.07T
Median AUM
$41.78B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | AUM↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 301 | LEONARD GREEN & PARTNERS, L.P. | 158164 | $85.60B | $85.60B | 96 | 2026-03-31 | → |
| 302 | CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 107557 | $85.59B | $85.59B | 155 | 2026-06-30 | → |
| 303 | PROSHARE ADVISORS LLC | 134155 | $85.30B | $85.30B | 98 | 2026-03-31 | → |
| 304 | MERCER GLOBAL ADVISORS INC. | 147363 | $84.40B | $84.40B | 1,429 | 2026-05-31 | → |
| 305 | CLEARLAKE CAPITAL GROUP, L.P. | 157920 | $83.56B | $83.56B | 250 | 2026-06-30 | → |
| 306 | NATIONWIDE FUND ADVISORS | 109391 | $83.14B | $83.14B | 129 | 2026-02-28 | → |
| 307 | GLOBAL X MANAGEMENT COMPANY LLC | 146932 | $83.02B | $83.02B | 146 | 2026-03-31 | → |
| 308 | NIPPON LIFE GLOBAL INVESTORS AMERICAS, INC. | 156244 | $82.99B | $82.99B | 99 | 2026-03-31 | → |
| 309 | SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA LTD | 106585 | $82.55B | $82.55B | 300 | 2026-03-31 | → |
| 310 | SEQUOIA CAPITAL OPERATIONS, LLC | 157373 | $82.17B | $82.17B | 168 | 2026-03-31 | → |
| 311 | PARK AVENUE INSTITUTIONAL ADVISERS LLC | 175101 | $82.00B | $82.00B | 72 | 2026-03-31 | → |
| 312 | STONEPEAK PARTNERS LP | 159699 | $81.91B | $81.91B | 359 | 2026-04-30 | → |
| 313 | PZENA INVESTMENT MANAGEMENT LLC | 106847 | $81.44B | $81.44B | 164 | 2026-03-31 | → |
| 314 | TCW ASSET MANAGEMENT COMPANY LLC | 105742 | $81.18B | $81.18B | 431 | 2026-05-31 | → |
| 315 | RUSSELL INVESTMENTS IMPLEMENTATION SERVICES, LLC | 329 | $81.09B | $81.09B | 569 | 2026-03-31 | → |
| 316 | GRANTHAM MAYO VAN OTTERLOO & CO LLC | 106220 | $80.97B | $80.97B | 365 | 2026-05-31 | → |
| 317 | STRATEGIC PARTNERS FUND SOLUTIONS ADVISORS L.P. | 134009 | $80.36B | $80.36B | 113 | 2026-06-30 | → |
| 318 | GALLIARD CAPITAL MANAGEMENT, LLC | 106487 | $80.27B | $80.27B | 89 | 2026-03-31 | → |
| 319 | BLACKSTONE INFRASTRUCTURE ADVISORS L.L.C. | 289751 | $80.17B | $80.17B | 79 | 2026-05-31 | → |
| 320 | CENTERBRIDGE PARTNERS, L.P. | 157359 | $79.86B | $79.86B | 280 | 2026-06-30 | → |
| 321 | KESTRA ADVISORY SERVICES, LLC | 283330 | $79.80B | $79.80B | 1,359 | 2026-06-30 | → |
| 322 | LEXINGTON PARTNERS L.P. | 147281 | $79.27B | $79.27B | 171 | 2026-06-30 | → |
| 323 | AXA INVESTMENT MANAGERS US INC | 113608 | $79.24B | $79.24B | 167 | 2026-03-31 | → |
| 324 | STARWOOD CAPITAL GROUP MANAGEMENT, L.L.C. | 110148 | $79.17B | $79.17B | 439 | 2026-03-31 | → |
| 325 | CRESSET ASSET MANAGEMENT, LLC | 288566 | $78.94B | $78.94B | 496 | 2026-05-31 | → |
| 326 | METROPOLITAN WEST ASSET MANAGEMENT LLC | 104571 | $78.52B | $78.52B | 377 | 2026-05-31 | → |
| 327 | VIKING GLOBAL INVESTORS LP | 132272 | $78.20B | $78.20B | 274 | 2026-06-30 | → |
| 328 | TIGER GLOBAL MANAGEMENT, LLC | 160318 | $77.99B | $77.99B | 149 | 2026-03-31 | → |
| 329 | EMPOWER CAPITAL MANAGEMENT, LLC | 107272 | $77.96B | $77.96B | 319 | 2026-03-31 | → |
| 330 | BLACKSTONE PROPERTY ADVISORS L.P. | 226598 | $77.40B | $77.40B | 575 | 2026-03-31 | → |
| 331 | TRUIST ADVISORY SERVICES, INC. | 283390 | $77.39B | $77.39B | 2,461 | 2026-06-30 | → |
| 332 | PINEBRIDGE INVESTMENTS LLC | 285211 | $76.73B | $76.73B | 239 | 2026-05-31 | → |
| 333 | PGIM LIMITED | 160005 | $76.45B | $76.45B | 299 | 2026-03-31 | → |
| 334 | SUN LIFE CAPITAL MANAGEMENT (U.S.) LLC | 109684 | $76.41B | $76.41B | 207 | 2026-03-31 | → |
| 335 | BAIN CAPITAL CREDIT, LP | 134852 | $76.30B | $76.30B | 682 | 2026-05-31 | → |
| 336 | ALM FIRST FINANCIAL ADVISORS LLC | 108561 | $76.17B | $76.17B | 23 | 2026-03-31 | → |
| 337 | INVESCO ASSET MANAGEMENT (JAPAN) LIMITED | 107155 | $76.06B | $76.06B | 116 | 2026-03-31 | → |
| 338 | OC INVESTMENT MANAGEMENT LP | 314948 | $75.93B | $75.93B | 15 | 2026-05-31 | → |
| 339 | TWO SIGMA ADVISERS, LP | 152254 | $74.26B | $74.26B | 101 | 2026-01-31 | → |
| 340 | BROOKFIELD ASSET MANAGEMENT PIC ADVISER (PRIVATE EQUITY), L.P. | 171207 | $73.82B | $73.82B | 1,402 | 2026-03-31 | → |
| 341 | CLARION PARTNERS, LLC | 108803 | $73.68B | $73.68B | 321 | 2026-02-28 | → |
| 342 | RBC ROCHDALE, LLC | 117198 | $72.96B | $72.96B | 269 | 2026-05-31 | → |
| 343 | JPMORGAN FUNDS LIMITED | 172045 | $72.40B | $72.40B | 0 | 2026-05-31 | → |
| 344 | H.I.G. CAPITAL, LLC | 160711 | $72.33B | $72.33B | 1,039 | 2026-03-31 | → |
| 345 | GOLDMAN SACHS ASSET MANAGEMENT CO., LTD. | 283221 | $71.83B | $71.83B | 163 | 2026-05-31 | → |
| 346 | CAXTON ASSOCIATES LLP | 333153 | $71.56B | $71.56B | 130 | 2026-06-30 | → |
| 347 | BLACKSTONE ASSET BASED FINANCE ADVISORS LP | 120934 | $70.45B | $70.45B | 677 | 2026-03-31 | → |
| 348 | ADAGE CAPITAL MANAGEMENT, L.P. | 160679 | $70.44B | $70.44B | 62 | 2026-03-31 | → |
| 349 | BLACKROCK (SINGAPORE) LIMITED | 164594 | $70.33B | $70.33B | 236 | 2026-06-30 | → |
| 350 | MEEDER PUBLIC FUNDS, INC. | 106816 | $70.16B | $70.16B | 77 | 2026-06-30 | → |
| 351 | GOLDENTREE ASSET MANAGEMENT LP | 112753 | $70.14B | $70.14B | 320 | 2026-06-30 | → |
| 352 | BLACKSTONE REAL ESTATE SPECIAL SITUATIONS ADVISORS L.L.C. | 146043 | $69.79B | $69.79B | 255 | 2026-03-31 | → |
| 353 | BETTERMENT LLC | 149117 | $69.52B | $69.52B | 794 | 2026-06-30 | → |
| 354 | STERLING CAPITAL MANAGEMENT LLC | 135405 | $69.23B | $69.23B | 186 | 2026-03-31 | → |
| 355 | FULCRUM ASSET MANAGEMENT LLP | 137661 | $69.09B | $69.09B | 101 | 2026-03-31 | → |
| 356 | RUSSELL INVESTMENT MANAGEMENT, LLC | 105734 | $68.60B | $68.60B | 569 | 2026-04-30 | → |
| 357 | JOHN HANCOCK VARIABLE TRUST ADVISERS LLC | 16009 | $68.59B | $68.59B | 192 | 2026-03-31 | → |
| 358 | CARLYLE GLOBAL CREDIT INVESTMENT MANAGEMENT L.L.C. | 162053 | $68.38B | $68.38B | 382 | 2026-03-31 | → |
| 359 | JUPITER ASSET MANAGEMENT LIMITED | 306863 | $68.22B | $68.22B | 408 | 2026-03-31 | → |
| 360 | AHL PARTNERS LLP | 167882 | $68.02B | $68.02B | 144 | 2026-06-30 | → |
| 361 | BLUE OWL REAL ESTATE CAPITAL LLC | 165132 | $67.88B | $67.88B | 130 | 2026-05-31 | → |
| 362 | CIBC PRIVATE WEALTH ADVISORS, INC. | 109644 | $67.84B | $67.84B | 610 | 2026-06-30 | → |
| 363 | HARBOR CAPITAL ADVISORS, INC. | 113042 | $67.64B | $67.64B | 240 | 2026-03-31 | → |
| 364 | STONE POINT CAPITAL LLC | 156521 | $67.63B | $67.63B | 121 | 2026-03-31 | → |
| 365 | BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC | 290336 | $66.93B | $66.93B | 39 | 2026-06-30 | → |
| 366 | WALTER SCOTT & PARTNERS LIMITED | 112161 | $66.67B | $66.67B | 162 | 2026-03-31 | → |
| 367 | ADAMS STREET PARTNERS, LLC | 109358 | $66.49B | $66.49B | 318 | 2026-06-30 | → |
| 368 | BROOKFIELD PUBLIC SECURITIES GROUP LLC | 110497 | $66.46B | $66.46B | 90 | 2026-06-30 | → |
| 369 | TRANSAMERICA ASSET MANAGEMENT, INC. | 107376 | $65.94B | $65.94B | 53 | 2026-05-31 | → |
| 370 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 173961 | $65.60B | $65.60B | 388 | 2026-04-30 | → |
| 371 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 110783 | $65.44B | $65.44B | 157 | 2026-05-31 | → |
| 372 | ALAN D BILLER & ASSOCIATES, INC. | 105283 | $65.07B | $65.07B | 51 | 2026-01-31 | → |
| 373 | BLUE OWL CREDIT ADVISORS LLC | 282575 | $64.86B | $64.86B | 250 | 2026-03-31 | → |
| 374 | ORION PORTFOLIO SOLUTIONS, LLC | 107975 | $64.84B | $64.84B | 305 | 2026-06-30 | → |
| 375 | GLG PARTNERS LP | 163016 | $64.51B | $64.51B | 82 | 2026-06-30 | → |
| 376 | WILLIAM BLAIR & COMPANY L.L.C. | 1252 | $64.28B | $64.28B | 492 | 2026-03-31 | → |
| 377 | BAYVIEW ASSET MANAGEMENT, LLC | 157053 | $64.21B | $64.21B | 556 | 2026-05-31 | → |
| 378 | TOWERS WATSON INVESTMENT SERVICES, INC. | 110473 | $62.67B | $62.67B | 239 | 2026-05-31 | → |
| 379 | CAUSEWAY CAPITAL MANAGEMENT LLC | 113308 | $62.24B | $62.24B | 103 | 2026-03-31 | → |
| 380 | CVC CREDIT PARTNERS, LLC | 138528 | $61.63B | $61.63B | 153 | 2026-05-31 | → |
| 381 | DIGITALBRIDGE INVESTMENT MANAGEMENT, LLC | 290954 | $61.10B | $61.10B | 285 | 2026-06-30 | → |
| 382 | QUANTINNO CAPITAL MANAGEMENT LP | 298733 | $60.91B | $60.91B | 53 | 2026-03-31 | → |
| 383 | EAGLE ASSET MANAGEMENT INC | 110653 | $60.65B | $60.65B | 77 | 2026-06-30 | → |
| 384 | AMERICAN BEACON ADVISORS, INC. | 105552 | $59.93B | $59.93B | 121 | 2026-03-31 | → |
| 385 | LGT CAPITAL PARTNERS (USA) INC. | 160437 | $59.78B | $59.78B | 78 | 2026-04-30 | → |
| 386 | MIO PARTNERS, INC. | 108637 | $59.59B | $59.59B | 287 | 2026-03-31 | → |
| 387 | VOYA INVESTMENTS, LLC | 111091 | $59.48B | $59.48B | 104 | 2026-03-31 | → |
| 388 | VALOR MANAGEMENT LLC | 160014 | $59.32B | $59.32B | 104 | 2026-04-30 | → |
| 389 | NEWTON INVESTMENT MANAGEMENT NORTH AMERICA LLC | 312937 | $59.16B | $59.16B | 88 | 2026-05-31 | → |
| 390 | BARROW, HANLEY, MEWHINNEY & STRAUSS, LLC | 105519 | $59.04B | $59.04B | 94 | 2026-03-31 | → |
| 391 | MARSHALL WACE NORTH AMERICA L.P. | 135902 | $58.87B | $58.87B | 184 | 2026-05-31 | → |
| 392 | BLACKSTONE PRIVATE CREDIT STRATEGIES LLC | 327208 | $57.92B | $57.92B | 753 | 2026-05-31 | → |
| 393 | ALPINVEST US HOLDINGS, LLC | 328458 | $57.66B | $57.66B | 289 | 2026-03-31 | → |
| 394 | MAN SOLUTIONS LIMITED | 108899 | $57.51B | $57.51B | 59 | 2026-06-30 | → |
| 395 | BROWN BROTHERS HARRIMAN CREDIT PARTNERS, LLC | 338189 | $57.43B | $57.43B | 51 | 2026-04-30 | → |
| 396 | IEQ CAPITAL, LLC | 301819 | $56.77B | $56.77B | 266 | 2026-06-30 | → |
| 397 | TENARON CAPITAL MANAGEMENT LP | 283249 | $56.41B | $56.41B | 26 | 2026-05-31 | → |
| 398 | WORLD INVESTMENT ADVISORS, LLC | 208512 | $56.28B | $56.28B | 413 | 2026-03-31 | → |
| 399 | USI ADVISORS, INC. | 108113 | $56.28B | $56.28B | 79 | 2026-03-31 | → |
| 400 | CITIGROUP GLOBAL MARKETS INC. | 7059 | $56.01B | $56.01B | 7,036 | 2026-06-30 | → |
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