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 | |
|---|---|---|---|---|---|---|---|
| 401 | CHANDLER ASSET MANAGEMENT INC | 107287 | $45.31B | $45.31B | 54 | 2026-03-31 | → |
| 402 | CHEVY CHASE TRUST COMPANY | 110742 | $44.93B | $44.93B | 119 | 2026-03-31 | → |
| 403 | CIFC ASSET MANAGEMENT LLC | 159172 | $44.58B | $44.58B | 200 | 2026-05-31 | → |
| 404 | CANSO INVESTMENT COUNSEL LTD. | 336447 | $44.36B | $44.36B | 65 | 2025-09-30 | → |
| 405 | SANDS CAPITAL MANAGEMENT, LLC | 137610 | $44.30B | $44.30B | 182 | 2026-03-31 | → |
| 406 | PANAGORA ASSET MANAGEMENT INC | 105201 | $44.13B | $44.13B | 110 | 2026-03-31 | → |
| 407 | BLACKSTONE ALTERNATIVE CREDIT ADVISORS LP | 137519 | $44.11B | $44.11B | 753 | 2026-05-31 | → |
| 408 | CALAMOS ADVISORS LLC | 105758 | $43.89B | $43.89B | 300 | 2026-04-30 | → |
| 409 | APOGEM CAPITAL LLC | 309234 | $43.82B | $43.82B | 259 | 2026-05-31 | → |
| 410 | ARISTOTLE CAPITAL MANAGEMENT, LLC | 109876 | $43.54B | $43.54B | 170 | 2026-04-30 | → |
| 411 | ELEMENT CAPITAL MANAGEMENT LLC | 160309 | $43.43B | $43.43B | 64 | 2026-03-31 | → |
| 412 | POLAR CAPITAL LLP | 136133 | $43.26B | $43.26B | 196 | 2026-06-30 | → |
| 413 | JASPER RIDGE PARTNERS, L.P. | 144401 | $42.95B | $42.95B | 145 | 2026-03-31 | → |
| 414 | GRAHAM CAPITAL MANAGEMENT, L.P. | 160925 | $42.87B | $42.87B | 209 | 2026-05-31 | → |
| 415 | PACIFIC LIFE FUND ADVISORS LLC | 105169 | $42.81B | $42.81B | 20 | 2026-03-31 | → |
| 416 | CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. | 312837 | $42.71B | $42.71B | 189 | 2026-05-31 | → |
| 417 | EARNEST PARTNERS LLC | 107926 | $42.61B | $42.61B | 47 | 2026-06-30 | → |
| 418 | FRANKLIN MUTUAL ADVISERS, LLC | 111376 | $42.59B | $42.59B | 52 | 2025-12-31 | → |
| 419 | LIDO ADVISORS, LLC | 269866 | $42.50B | $42.50B | 437 | 2026-06-30 | → |
| 420 | NEWTON INVESTMENT MANAGEMENT LTD | 111208 | $42.39B | $42.39B | 63 | 2026-05-31 | → |
| 421 | T.ROWE PRICE HONG KONG LIMITED | 155827 | $42.34B | $42.34B | 134 | 2026-03-31 | → |
| 422 | PENN MUTUAL ASSET MANAGEMENT, LLC | 107518 | $42.29B | $42.29B | 30 | 2026-04-30 | → |
| 423 | SUMMIT PARTNERS, L.P. | 135271 | $42.01B | $42.01B | 218 | 2026-03-31 | → |
| 424 | SALI FUND MANAGEMENT, LLC | 124235 | $41.72B | $41.72B | 79 | 2026-05-31 | → |
| 425 | ALYESKA INVESTMENT GROUP, L.P. | 155058 | $41.68B | $41.68B | 60 | 2026-03-31 | → |
| 426 | STEPSTONE GROUP REAL ASSETS LP | 281695 | $41.48B | $41.48B | 94 | 2026-06-30 | → |
| 427 | ABRDN INC. | 111069 | $41.48B | $41.48B | 193 | 2026-03-31 | → |
| 428 | NINETY ONE NORTH AMERICA, INC. | 167922 | $41.47B | $41.47B | 68 | 2026-06-30 | → |
| 429 | PARNASSUS INVESTMENTS, LLC | 316904 | $41.09B | $41.09B | 87 | 2026-03-31 | → |
| 430 | MAWER INVESTMENT MANAGEMENT LTD. | 159100 | $40.94B | $40.94B | 278 | 2026-03-31 | → |
| 431 | ASHMORE INVESTMENT MANAGEMENT LTD | 112551 | $40.90B | $40.90B | 151 | 2026-05-31 | → |
| 432 | MORGAN STANLEY AIP GP LP | 117050 | $40.85B | $40.85B | 200 | 2026-03-31 | → |
| 433 | ASCENSION INVESTMENT MANAGEMENT, LLC | 159767 | $40.83B | $40.83B | 27 | 2026-01-31 | → |
| 434 | HUDSON BAY CAPITAL MANAGEMENT LP | 155910 | $40.71B | $40.71B | 418 | 2026-03-31 | → |
| 435 | BRANDES INVESTMENT PARTNERS, LP | 105404 | $40.65B | $40.65B | 149 | 2026-04-30 | → |
| 436 | LOS ANGELES CAPITAL MANAGEMENT LLC | 119033 | $40.58B | $40.58B | 103 | 2026-03-31 | → |
| 437 | FRANKLIN TEMPLETON INVESTMENT MANAGEMENT LIMITED | 111360 | $40.52B | $40.52B | 122 | 2026-06-30 | → |
| 438 | BLACKSTONE TACTICAL OPPORTUNITIES ADVISORS L.L.C. | 160157 | $40.36B | $40.36B | 83 | 2026-03-31 | → |
| 439 | MILLIMAN FINANCIAL RISK MANAGEMENT LLC | 159377 | $40.33B | $40.33B | 177 | 2026-03-31 | → |
| 440 | ABRDN ASIA LIMITED | 124509 | $40.27B | $40.27B | 165 | 2026-06-30 | → |
| 441 | CALVERT RESEARCH AND MANAGEMENT | 285127 | $40.26B | $40.26B | 64 | 2026-03-31 | → |
| 442 | IFM INVESTORS (US) ADVISOR, LLC | 146366 | $40.23B | $40.23B | 157 | 2025-12-31 | → |
| 443 | D1 CAPITAL PARTNERS L.P. | 297298 | $40.16B | $40.16B | 79 | 2026-03-31 | → |
| 444 | CHEYNE CAPITAL MANAGEMENT (UK) LLP | 158991 | $39.92B | $39.92B | 152 | 2026-06-30 | → |
| 445 | ALPINVEST PARTNERS B.V. | 159215 | $39.88B | $39.88B | 289 | 2026-03-31 | → |
| 446 | BAMCO, INC. | 110789 | $39.51B | $39.51B | 221 | 2026-05-31 | → |
| 447 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC | 104599 | $39.36B | $39.36B | 134 | 2026-03-31 | → |
| 448 | COPENHAGEN INFRASTRUCTURE PARTNERS INC. | 321116 | $39.35B | $39.35B | 47 | 2026-03-31 | → |
| 449 | PRIME CAPITAL INVESTMENT ADVISORS, LLC | 288712 | $39.14B | $39.14B | 460 | 2026-06-30 | → |
| 450 | MARATHON ASSET MANAGEMENT LIMITED | 132391 | $39.04B | $39.04B | 74 | 2026-05-31 | → |
| 451 | TCW INVESTMENT MANAGEMENT COMPANY LLC | 106546 | $38.82B | $38.82B | 405 | 2026-05-31 | → |
| 452 | LINDEN ADVISORS LP | 135431 | $38.78B | $38.78B | 48 | 2026-03-31 | → |
| 453 | VOYA INVESTMENT MANAGEMENT LLC | 108934 | $38.77B | $38.77B | 859 | 2026-03-31 | → |
| 454 | MS CAPITAL PARTNERS ADVISER INC. | 147521 | $38.76B | $38.76B | 209 | 2026-05-31 | → |
| 455 | PACER ADVISORS, INC. | 137381 | $38.64B | $38.64B | 24 | 2026-03-31 | → |
| 456 | SILCHESTER INTERNATIONAL INVESTORS LLP | 110987 | $38.57B | $38.57B | 32 | 2026-06-30 | → |
| 457 | INVESTURE, LLC | 130099 | $38.52B | $38.52B | 51 | 2026-03-31 | → |
| 458 | JARISLOWSKY, FRASER LIMITED | 107390 | $38.23B | $38.23B | 225 | 2025-05-31 | → |
| 459 | FIRST MANHATTAN CO. LLC | 325281 | $38.09B | $38.09B | 147 | 2026-04-30 | → |
| 460 | ACCEL MANAGEMENT CO. L.L.C | 331435 | $38.03B | $38.03B | 91 | 2026-03-31 | → |
| 461 | POLAR ASSET MANAGEMENT PARTNERS INC. | 162681 | $37.86B | $37.86B | 164 | 2026-06-30 | → |
| 462 | NOMURA CORPORATE RESEARCH AND ASSET MANAGEMENT INC | 110411 | $37.56B | $37.56B | 50 | 2026-06-30 | → |
| 463 | DRAGONEER INVESTMENT GROUP, LLC | 161443 | $37.04B | $37.04B | 79 | 2026-05-31 | → |
| 464 | SOUND POINT CAPITAL MANAGEMENT, LP | 157479 | $36.98B | $36.98B | 200 | 2026-03-31 | → |
| 465 | HOTCHKIS AND WILEY CAPITAL MANAGEMENT, LLC | 114649 | $36.93B | $36.93B | 64 | 2026-03-31 | → |
| 466 | ROCKEFELLER & CO. LLC | 294197 | $36.76B | $36.76B | 602 | 2026-03-31 | → |
| 467 | ASB CAPITAL MANAGEMENT LLC | 110995 | $36.68B | $36.68B | 62 | 2026-04-30 | → |
| 468 | WOODLINE PARTNERS LP | 301480 | $36.66B | $36.66B | 102 | 2026-03-31 | → |
| 469 | SCOUT INVESTMENTS, INC. | 111787 | $36.57B | $36.57B | 53 | 2026-05-31 | → |
| 470 | GREYSTAR INVESTMENT GROUP, LLC | 160665 | $36.50B | $36.50B | 588 | 2026-06-30 | → |
| 471 | BBR PARTNERS, LLC | 109688 | $36.49B | $36.49B | 175 | 2026-03-31 | → |
| 472 | HUDSON AMERICAS L.P. | 156078 | $36.39B | $36.39B | 293 | 2026-03-31 | → |
| 473 | SELECT EQUITY GROUP, L.P. | 168496 | $36.38B | $36.38B | 171 | 2026-03-31 | → |
| 474 | MIC CAPITAL MANAGEMENT UK LLP | 316617 | $36.37B | $36.37B | 236 | 2026-03-31 | → |
| 475 | STONE RIDGE ASSET MANAGEMENT LLC | 165598 | $36.34B | $36.34B | 238 | 2026-05-31 | → |
| 476 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 152869 | $36.17B | $36.17B | 144 | 2026-03-31 | → |
| 477 | BEUTEL, GOODMAN & COMPANY LTD. | 135829 | $36.11B | $36.11B | 128 | 2026-03-31 | → |
| 478 | EAGLE CAPITAL MANAGEMENT LLC | 106422 | $35.80B | $35.80B | 45 | 2026-03-31 | → |
| 479 | GI MANAGER L.P. | 161573 | $35.74B | $35.74B | 160 | 2026-03-31 | → |
| 480 | LONE STAR AMERICAS ACQUISITIONS, INC. | 160000 | $35.73B | $35.73B | 36 | 2026-03-31 | → |
| 481 | BLACKSTONE CREDIT SYSTEMATIC STRATEGIES LLC | 134018 | $35.71B | $35.71B | 630 | 2026-03-31 | → |
| 482 | HBK INVESTMENTS L.P. | 115079 | $35.61B | $35.61B | 198 | 2026-06-30 | → |
| 483 | NEA MANAGEMENT COMPANY, LLC | 161004 | $35.58B | $35.58B | 113 | 2026-03-31 | → |
| 484 | ARINI CAPITAL MANAGEMENT LIMITED | 331241 | $35.53B | $35.53B | 121 | 2026-06-30 | → |
| 485 | EATON VANCE ADVISERS INTERNATIONAL LTD. | 283733 | $35.52B | $35.52B | 68 | 2026-06-30 | → |
| 486 | STRATEGIC INVESTMENT MANAGEMENT, LLC | 104862 | $35.51B | $35.51B | 94 | 2026-03-31 | → |
| 487 | CASTLELAKE, L.P. | 145165 | $35.29B | $35.29B | 251 | 2026-03-31 | → |
| 488 | AKSIA LLC | 143422 | $35.20B | $35.20B | 177 | 2026-06-30 | → |
| 489 | EQT REAL ESTATE, LLC | 161935 | $35.14B | $35.14B | 222 | 2026-03-31 | → |
| 490 | SHENKMAN CAPITAL MANAGEMENT, INC. | 112192 | $35.08B | $35.08B | 146 | 2026-01-31 | → |
| 491 | FAYEZ SAROFIM & CO., LLC | 106584 | $35.07B | $35.07B | 54 | 2026-05-31 | → |
| 492 | OCTAGON CREDIT INVESTORS, LLC | 155336 | $35.05B | $35.05B | 100 | 2026-03-31 | → |
| 493 | RUSSELL INVESTMENTS CAPITAL, LLC | 37550 | $35.03B | $35.03B | 580 | 2026-03-31 | → |
| 494 | VIRTUS FIXED INCOME ADVISERS, LLC | 146029 | $34.91B | $34.91B | 95 | 2026-03-31 | → |
| 495 | SCHRODERS CAPITAL MANAGEMENT (US) INC. | 145194 | $34.59B | $34.59B | 163 | 2026-03-31 | → |
| 496 | KING STREET CAPITAL MANAGEMENT, L.P. | 156785 | $34.57B | $34.57B | 247 | 2026-03-31 | → |
| 497 | STANCORP INVESTMENT ADVISERS, INC. | 110228 | $34.50B | $34.50B | 81 | 2026-03-31 | → |
| 498 | BREVAN HOWARD US INVESTMENT MANAGEMENT LP | 164537 | $34.39B | $34.39B | 228 | 2026-05-31 | → |
| 499 | RREEF AMERICA L.L.C. | 109596 | $34.34B | $34.34B | 175 | 2026-05-31 | → |
| 500 | ROARK CAPITAL MANAGEMENT, LLC | 160368 | $34.18B | $34.18B | 145 | 2026-03-31 | → |
Related Lists
Sleeve1,000 firms · 2026-06-30