Research Report · 2026-06-30
Registered Investment Advisers Reporting Business Portfolio Management
SEC-registered investment advisers that report business portfolio management services, ranked by AUM.
Firms
1,000
Total AUM
$115.59T
Median AUM
$34.14B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | AUM↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 201 | MFS INSTITUTIONAL ADVISORS INC. | 107144 | $113.59B | $113.59B | 1,311 | 2026-03-31 | → |
| 202 | NEW ENGLAND ASSET MANAGEMENT, INC. | 105900 | $111.72B | $111.72B | 122 | 2026-03-31 | → |
| 203 | PGIM QUANTITATIVE SOLUTIONS LLC | 129752 | $110.95B | $110.95B | 147 | 2026-03-31 | → |
| 204 | HELLMAN & FRIEDMAN LLC | 158614 | $110.42B | $110.42B | 120 | 2026-03-31 | → |
| 205 | PATHSTONE FAMILY OFFICE, LLC | 151736 | $110.30B | $110.30B | 704 | 2026-03-31 | → |
| 206 | HARRIS ASSOCIATES LP | 106960 | $109.48B | $109.48B | 221 | 2026-03-31 | → |
| 207 | WARBURG PINCUS LLC | 156945 | $108.66B | $108.66B | 829 | 2026-03-31 | → |
| 208 | STEPSTONE GROUP LP | 143635 | $107.82B | $107.82B | 978 | 2026-06-30 | → |
| 209 | CONNING, INC. | 107423 | $106.90B | $106.90B | 270 | 2026-03-31 | → |
| 210 | TUDOR INVESTMENT CORPORATION | 159792 | $106.84B | $106.84B | 483 | 2026-03-31 | → |
| 211 | A16Z CAPITAL MANAGEMENT, L.L.C. | 160489 | $106.48B | $106.48B | 738 | 2026-03-31 | → |
| 212 | VISTA EQUITY PARTNERS MANAGEMENT, LLC | 156973 | $106.02B | $106.02B | 643 | 2026-03-31 | → |
| 213 | PRINCIPAL REAL ESTATE INVESTORS, LLC | 109008 | $105.65B | $105.65B | 477 | 2026-05-31 | → |
| 214 | BROOKFIELD ASSET MANAGEMENT PIC US, LLC | 151599 | $105.30B | $105.30B | 1,790 | 2026-04-30 | → |
| 215 | RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. | 107173 | $104.49B | $104.49B | 212 | 2026-05-31 | → |
| 216 | LSV ASSET MANAGEMENT | 109918 | $104.25B | $104.25B | 45 | 2026-03-31 | → |
| 217 | PUBLIC TRUST ADVISORS, LLC | 159189 | $104.24B | $104.24B | 157 | 2026-04-30 | → |
| 218 | LINCOLN FINANCIAL INVESTMENTS CORPORATION | 108881 | $102.10B | $102.10B | 86 | 2026-03-31 | → |
| 219 | SIXTH STREET ADVISERS, LLC | 159014 | $101.61B | $101.61B | 703 | 2026-05-31 | → |
| 220 | OAK HILL ADVISORS, L.P. | 125352 | $100.72B | $100.72B | 435 | 2026-06-30 | → |
| 221 | BRACEBRIDGE CAPITAL, LLC | 158343 | $100.35B | $100.35B | 168 | 2026-03-31 | → |
| 222 | BROOKFIELD RENEWABLE ENERGY GROUP LLC | 316590 | $99.12B | $99.12B | 1,072 | 2026-03-31 | → |
| 223 | NEUBERGER BERMAN EUROPE LIMITED | 162267 | $97.98B | $97.98B | 312 | 2026-05-31 | → |
| 224 | PATHWAY CAPITAL MANAGEMENT, LP | 108016 | $97.82B | $97.82B | 248 | 2026-06-30 | → |
| 225 | ARES CAPITAL MANAGEMENT LLC | 131619 | $97.62B | $97.62B | 634 | 2026-05-31 | → |
| 226 | FIDUCIENT ADVISORS LLC | 106720 | $97.54B | $97.54B | 210 | 2026-03-31 | → |
| 227 | EATON VANCE MANAGEMENT | 104859 | $97.02B | $97.02B | 219 | 2026-05-31 | → |
| 228 | WCM INVESTMENT MANAGEMENT, LLC | 104702 | $96.77B | $96.77B | 102 | 2026-03-31 | → |
| 229 | BAIN CAPITAL PRIVATE EQUITY, LP | 145653 | $96.43B | $96.43B | 919 | 2026-03-31 | → |
| 230 | RENAISSANCE TECHNOLOGIES LLC | 106661 | $96.38B | $96.38B | 310 | 2026-04-30 | → |
| 231 | GCM GROSVENOR L.P. | 108654 | $95.49B | $95.49B | 466 | 2026-06-30 | → |
| 232 | BLUE OWL GPSC ADVISORS LLC | 293945 | $94.65B | $94.65B | 40 | 2026-04-30 | → |
| 233 | NUMERIC INVESTORS LLC | 131684 | $94.40B | $94.40B | 54 | 2026-04-30 | → |
| 234 | PPM AMERICA, INC. | 107269 | $93.79B | $93.79B | 217 | 2026-05-31 | → |
| 235 | FORT WASHINGTON INVESTMENT ADVISORS INC | 107126 | $93.47B | $93.47B | 157 | 2026-06-30 | → |
| 236 | DOUBLELINE CAPITAL LP | 152606 | $93.32B | $93.32B | 258 | 2026-03-31 | → |
| 237 | COATUE MANAGEMENT, L.L.C. | 157910 | $92.71B | $92.71B | 199 | 2026-05-31 | → |
| 238 | CERBERUS CAPITAL MANAGEMENT, L.P. | 152175 | $92.50B | $92.50B | 936 | 2026-05-31 | → |
| 239 | VANGUARD INVESTMENTS AUSTRALIA LIMITED | 282933 | $92.43B | $92.43B | 110 | 2025-05-31 | → |
| 240 | INSIGHT VENTURE MANAGEMENT, LLC | 142994 | $92.18B | $92.18B | 438 | 2026-03-31 | → |
| 241 | WELLINGTON ALTERNATIVE INVESTMENTS LLC | 226715 | $92.17B | $92.17B | 2 | 2026-03-31 | → |
| 242 | BLACKSTONE ALTERNATIVE ASSET MANAGEMENT L.P. | 107580 | $92.04B | $92.04B | 293 | 2026-06-30 | → |
| 243 | ADVENT INTERNATIONAL, L.P. | 105673 | $91.63B | $91.63B | 262 | 2026-03-31 | → |
| 244 | CAPSTONE INVESTMENT ADVISORS, LLC | 155563 | $91.53B | $91.53B | 304 | 2026-04-30 | → |
| 245 | AEGON USA INVESTMENT MANAGEMENT, LLC | 114537 | $88.80B | $88.80B | 217 | 2026-03-31 | → |
| 246 | SYMETRA INVESTMENT MANAGEMENT COMPANY | 312176 | $88.78B | $88.78B | 101 | 2026-04-30 | → |
| 247 | III CAPITAL MANAGEMENT | 113539 | $88.24B | $88.24B | 9 | 2026-05-31 | → |
| 248 | MORNINGSTAR INVESTMENT MANAGEMENT LLC | 108031 | $87.82B | $87.82B | 267 | 2026-03-31 | → |
| 249 | PANTHEON VENTURES (US) LP | 153425 | $87.69B | $87.69B | 129 | 2026-03-31 | → |
| 250 | LIGHTHOUSE INVESTMENT PARTNERS, LLC | 136591 | $87.38B | $87.38B | 481 | 2026-05-31 | → |
| 251 | CLAYTON, DUBILIER & RICE, LLC | 160492 | $87.35B | $87.35B | 271 | 2026-04-30 | → |
| 252 | FIG LLC | 129612 | $87.30B | $87.30B | 1,004 | 2026-06-30 | → |
| 253 | J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | 108559 | $86.27B | $86.27B | 690 | 2025-01-31 | → |
| 254 | COHEN & STEERS CAPITAL MANAGEMENT, INC. | 106266 | $85.67B | $85.67B | 367 | 2026-04-30 | → |
| 255 | LEONARD GREEN & PARTNERS, L.P. | 158164 | $85.60B | $85.60B | 96 | 2026-03-31 | → |
| 256 | CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 107557 | $85.59B | $85.59B | 155 | 2026-06-30 | → |
| 257 | CLEARLAKE CAPITAL GROUP, L.P. | 157920 | $83.56B | $83.56B | 250 | 2026-06-30 | → |
| 258 | NATIONWIDE FUND ADVISORS | 109391 | $83.14B | $83.14B | 129 | 2026-02-28 | → |
| 259 | GLOBAL X MANAGEMENT COMPANY LLC | 146932 | $83.02B | $83.02B | 146 | 2026-03-31 | → |
| 260 | NIPPON LIFE GLOBAL INVESTORS AMERICAS, INC. | 156244 | $82.99B | $82.99B | 99 | 2026-03-31 | → |
| 261 | SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA LTD | 106585 | $82.55B | $82.55B | 300 | 2026-03-31 | → |
| 262 | SEQUOIA CAPITAL OPERATIONS, LLC | 157373 | $82.17B | $82.17B | 168 | 2026-03-31 | → |
| 263 | STONEPEAK PARTNERS LP | 159699 | $81.91B | $81.91B | 359 | 2026-04-30 | → |
| 264 | PZENA INVESTMENT MANAGEMENT LLC | 106847 | $81.44B | $81.44B | 164 | 2026-03-31 | → |
| 265 | TCW ASSET MANAGEMENT COMPANY LLC | 105742 | $81.18B | $81.18B | 431 | 2026-05-31 | → |
| 266 | RUSSELL INVESTMENTS IMPLEMENTATION SERVICES, LLC | 329 | $81.09B | $81.09B | 569 | 2026-03-31 | → |
| 267 | GRANTHAM MAYO VAN OTTERLOO & CO LLC | 106220 | $80.97B | $80.97B | 365 | 2026-05-31 | → |
| 268 | STRATEGIC PARTNERS FUND SOLUTIONS ADVISORS L.P. | 134009 | $80.36B | $80.36B | 113 | 2026-06-30 | → |
| 269 | GALLIARD CAPITAL MANAGEMENT, LLC | 106487 | $80.27B | $80.27B | 89 | 2026-03-31 | → |
| 270 | BLACKSTONE INFRASTRUCTURE ADVISORS L.L.C. | 289751 | $80.17B | $80.17B | 79 | 2026-05-31 | → |
| 271 | CENTERBRIDGE PARTNERS, L.P. | 157359 | $79.86B | $79.86B | 280 | 2026-06-30 | → |
| 272 | LEXINGTON PARTNERS L.P. | 147281 | $79.27B | $79.27B | 171 | 2026-06-30 | → |
| 273 | AXA INVESTMENT MANAGERS US INC | 113608 | $79.24B | $79.24B | 167 | 2026-03-31 | → |
| 274 | STARWOOD CAPITAL GROUP MANAGEMENT, L.L.C. | 110148 | $79.17B | $79.17B | 439 | 2026-03-31 | → |
| 275 | CRESSET ASSET MANAGEMENT, LLC | 288566 | $78.94B | $78.94B | 496 | 2026-05-31 | → |
| 276 | VIKING GLOBAL INVESTORS LP | 132272 | $78.20B | $78.20B | 274 | 2026-06-30 | → |
| 277 | TIGER GLOBAL MANAGEMENT, LLC | 160318 | $77.99B | $77.99B | 149 | 2026-03-31 | → |
| 278 | EMPOWER CAPITAL MANAGEMENT, LLC | 107272 | $77.96B | $77.96B | 319 | 2026-03-31 | → |
| 279 | BLACKSTONE PROPERTY ADVISORS L.P. | 226598 | $77.40B | $77.40B | 575 | 2026-03-31 | → |
| 280 | PINEBRIDGE INVESTMENTS LLC | 285211 | $76.73B | $76.73B | 239 | 2026-05-31 | → |
| 281 | PGIM LIMITED | 160005 | $76.45B | $76.45B | 299 | 2026-03-31 | → |
| 282 | SUN LIFE CAPITAL MANAGEMENT (U.S.) LLC | 109684 | $76.41B | $76.41B | 207 | 2026-03-31 | → |
| 283 | BAIN CAPITAL CREDIT, LP | 134852 | $76.30B | $76.30B | 682 | 2026-05-31 | → |
| 284 | ALM FIRST FINANCIAL ADVISORS LLC | 108561 | $76.17B | $76.17B | 23 | 2026-03-31 | → |
| 285 | INVESCO ASSET MANAGEMENT (JAPAN) LIMITED | 107155 | $76.06B | $76.06B | 116 | 2026-03-31 | → |
| 286 | OC INVESTMENT MANAGEMENT LP | 314948 | $75.93B | $75.93B | 15 | 2026-05-31 | → |
| 287 | TWO SIGMA ADVISERS, LP | 152254 | $74.26B | $74.26B | 101 | 2026-01-31 | → |
| 288 | BROOKFIELD ASSET MANAGEMENT PIC ADVISER (PRIVATE EQUITY), L.P. | 171207 | $73.82B | $73.82B | 1,402 | 2026-03-31 | → |
| 289 | CLARION PARTNERS, LLC | 108803 | $73.68B | $73.68B | 321 | 2026-02-28 | → |
| 290 | RBC ROCHDALE, LLC | 117198 | $72.96B | $72.96B | 269 | 2026-05-31 | → |
| 291 | JPMORGAN FUNDS LIMITED | 172045 | $72.40B | $72.40B | 0 | 2026-05-31 | → |
| 292 | H.I.G. CAPITAL, LLC | 160711 | $72.33B | $72.33B | 1,039 | 2026-03-31 | → |
| 293 | GOLDMAN SACHS ASSET MANAGEMENT CO., LTD. | 283221 | $71.83B | $71.83B | 163 | 2026-05-31 | → |
| 294 | CAXTON ASSOCIATES LLP | 333153 | $71.56B | $71.56B | 130 | 2026-06-30 | → |
| 295 | BLACKSTONE ASSET BASED FINANCE ADVISORS LP | 120934 | $70.45B | $70.45B | 677 | 2026-03-31 | → |
| 296 | ADAGE CAPITAL MANAGEMENT, L.P. | 160679 | $70.44B | $70.44B | 62 | 2026-03-31 | → |
| 297 | BLACKROCK (SINGAPORE) LIMITED | 164594 | $70.33B | $70.33B | 236 | 2026-06-30 | → |
| 298 | MEEDER PUBLIC FUNDS, INC. | 106816 | $70.16B | $70.16B | 77 | 2026-06-30 | → |
| 299 | GOLDENTREE ASSET MANAGEMENT LP | 112753 | $70.14B | $70.14B | 320 | 2026-06-30 | → |
| 300 | BLACKSTONE REAL ESTATE SPECIAL SITUATIONS ADVISORS L.L.C. | 146043 | $69.79B | $69.79B | 255 | 2026-03-31 | → |
Related Lists
Sleeve1,000 firms · 2026-06-30