Research Report · 2026-06-30
Registered Investment Advisers Reporting Pooled-Portfolio Management
SEC-registered investment advisers that report pooled-vehicle portfolio management services, ranked by AUM.
Firms
1,000
Total AUM
$111.48T
Median AUM
$10.19B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | AUM↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 101 | PAYDEN & RYGEL | 107160 | $158.23B | $158.23B | 194 | 2026-03-31 | → |
| 102 | HSBC GLOBAL ASSET MANAGEMENT (USA) INC. | 105686 | $156.56B | $156.56B | 100 | 2026-06-30 | → |
| 103 | BOSTON MANAGEMENT AND RESEARCH | 104853 | $154.73B | $154.73B | 203 | 2026-03-31 | → |
| 104 | CANDRIAM, SOCIETE EN COMMANDITE PAR ACTIONS | 173355 | $154.66B | $154.66B | 598 | 2026-03-31 | → |
| 105 | BROOKFIELD ASSET MANAGEMENT PIC CANADA, LP | 151605 | $152.13B | $152.13B | 1,413 | 2026-04-30 | → |
| 106 | APERIO GROUP, LLC | 111616 | $152.13B | $152.13B | 208 | 2026-04-30 | → |
| 107 | HARTFORD FUNDS MANAGEMENT COMPANY, LLC | 147746 | $152.07B | $152.07B | 368 | 2026-06-30 | → |
| 108 | AON INVESTMENTS USA INC. | 105596 | $150.99B | $150.99B | 255 | 2026-03-31 | → |
| 109 | SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC | 105820 | $150.40B | $150.40B | 254 | 2026-03-31 | → |
| 110 | MARINER INVESTMENT GROUP, LLC | 124744 | $149.62B | $149.62B | 146 | 2026-03-31 | → |
| 111 | WILSHIRE ADVISORS LLC | 6210 | $149.10B | $149.10B | 307 | 2026-06-30 | → |
| 112 | NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST | 105390 | $144.04B | $144.04B | 778 | 2026-06-30 | → |
| 113 | BAILLIE GIFFORD OVERSEAS LTD | 110296 | $144.00B | $144.00B | 1,583 | 2026-05-31 | → |
| 114 | HAMILTON LANE ADVISORS, L.L.C. | 107876 | $141.83B | $141.83B | 740 | 2026-06-30 | → |
| 115 | BLACKROCK ASSET MANAGEMENT NORTH ASIA LIMITED | 165482 | $140.25B | $140.25B | 508 | 2026-06-30 | → |
| 116 | PRIMECAP MANAGEMENT CO | 105516 | $139.34B | $139.34B | 43 | 2026-03-31 | → |
| 117 | FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 108260 | $136.48B | $136.48B | 392 | 2026-05-31 | → |
| 118 | RHUMBLINE ADVISERS LTD PARTNERSHIP | 107151 | $136.48B | $136.48B | 32 | 2026-03-31 | → |
| 119 | BRIGHTHOUSE INVESTMENT ADVISERS, LLC | 107312 | $132.63B | $132.63B | 29 | 2026-03-31 | → |
| 120 | INCOME RESEARCH + MANAGEMENT | 104863 | $130.65B | $130.65B | 218 | 2026-03-31 | → |
| 121 | THRIVENT FINANCIAL FOR LUTHERANS | 115785 | $128.73B | $128.73B | 4,220 | 2026-06-30 | → |
| 122 | VAN ECK ASSOCIATES CORPORATION | 105080 | $125.61B | $125.61B | 292 | 2026-03-31 | → |
| 123 | BROWN ADVISORY LLC | 110181 | $124.31B | $124.31B | 782 | 2026-03-31 | → |
| 124 | HARTFORD INVESTMENT MANAGEMENT COMPANY | 106699 | $123.58B | $123.58B | 322 | 2026-03-31 | → |
| 125 | SANDERS CAPITAL, LLC | 151480 | $122.18B | $122.18B | 26 | 2026-03-31 | → |
| 126 | AMUNDI ASSET MANAGEMENT US, INC. | 107719 | $122.06B | $122.06B | 354 | 2025-03-31 | → |
| 127 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 109591 | $120.70B | $120.70B | 364 | 2026-03-31 | → |
| 128 | LAZARD ASSET MANAGEMENT LLC | 122836 | $120.52B | $120.52B | 532 | 2026-03-31 | → |
| 129 | PUTNAM INVESTMENT MANAGEMENT, LLC | 106629 | $117.24B | $117.24B | 139 | 2026-02-28 | → |
| 130 | BOSTON PARTNERS GLOBAL INVESTORS, INC. | 124982 | $116.17B | $116.17B | 185 | 2026-06-30 | → |
| 131 | MFS INSTITUTIONAL ADVISORS INC. | 107144 | $113.59B | $113.59B | 1,311 | 2026-03-31 | → |
| 132 | PGIM QUANTITATIVE SOLUTIONS LLC | 129752 | $110.95B | $110.95B | 147 | 2026-03-31 | → |
| 133 | HARRIS ASSOCIATES LP | 106960 | $109.48B | $109.48B | 221 | 2026-03-31 | → |
| 134 | NATIXIS ADVISORS, LLC | 106800 | $108.65B | $108.65B | 412 | 2026-03-31 | → |
| 135 | STEPSTONE GROUP LP | 143635 | $107.82B | $107.82B | 978 | 2026-06-30 | → |
| 136 | TUDOR INVESTMENT CORPORATION | 159792 | $106.84B | $106.84B | 483 | 2026-03-31 | → |
| 137 | PRINCIPAL REAL ESTATE INVESTORS, LLC | 109008 | $105.65B | $105.65B | 477 | 2026-05-31 | → |
| 138 | RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. | 107173 | $104.49B | $104.49B | 212 | 2026-05-31 | → |
| 139 | LSV ASSET MANAGEMENT | 109918 | $104.25B | $104.25B | 45 | 2026-03-31 | → |
| 140 | LINCOLN FINANCIAL INVESTMENTS CORPORATION | 108881 | $102.10B | $102.10B | 86 | 2026-03-31 | → |
| 141 | BLACKSTONE CREDIT BDC ADVISORS LLC | 296294 | $100.65B | $100.65B | 753 | 2026-03-31 | → |
| 142 | NEUBERGER BERMAN EUROPE LIMITED | 162267 | $97.98B | $97.98B | 312 | 2026-05-31 | → |
| 143 | ARES CAPITAL MANAGEMENT LLC | 131619 | $97.62B | $97.62B | 634 | 2026-05-31 | → |
| 144 | EATON VANCE MANAGEMENT | 104859 | $97.02B | $97.02B | 219 | 2026-05-31 | → |
| 145 | WCM INVESTMENT MANAGEMENT, LLC | 104702 | $96.77B | $96.77B | 102 | 2026-03-31 | → |
| 146 | GCM GROSVENOR L.P. | 108654 | $95.49B | $95.49B | 466 | 2026-06-30 | → |
| 147 | NUMERIC INVESTORS LLC | 131684 | $94.40B | $94.40B | 54 | 2026-04-30 | → |
| 148 | PPM AMERICA, INC. | 107269 | $93.79B | $93.79B | 217 | 2026-05-31 | → |
| 149 | FORT WASHINGTON INVESTMENT ADVISORS INC | 107126 | $93.47B | $93.47B | 157 | 2026-06-30 | → |
| 150 | DOUBLELINE CAPITAL LP | 152606 | $93.32B | $93.32B | 258 | 2026-03-31 | → |
| 151 | COATUE MANAGEMENT, L.L.C. | 157910 | $92.71B | $92.71B | 199 | 2026-05-31 | → |
| 152 | ASSETMARK, INC. | 109018 | $91.76B | $91.76B | 859 | 2026-05-31 | → |
| 153 | AST INVESTMENT SERVICES, INC. | 108897 | $91.47B | $91.47B | 42 | 2026-05-31 | → |
| 154 | AEGON USA INVESTMENT MANAGEMENT, LLC | 114537 | $88.80B | $88.80B | 217 | 2026-03-31 | → |
| 155 | WISDOMTREE ASSET MANAGEMENT, INC. | 139684 | $88.38B | $88.38B | 175 | 2026-03-31 | → |
| 156 | MORNINGSTAR INVESTMENT MANAGEMENT LLC | 108031 | $87.82B | $87.82B | 267 | 2026-03-31 | → |
| 157 | PANTHEON VENTURES (US) LP | 153425 | $87.69B | $87.69B | 129 | 2026-03-31 | → |
| 158 | COHEN & STEERS CAPITAL MANAGEMENT, INC. | 106266 | $85.67B | $85.67B | 367 | 2026-04-30 | → |
| 159 | PROSHARE ADVISORS LLC | 134155 | $85.30B | $85.30B | 98 | 2026-03-31 | → |
| 160 | CLEARLAKE CAPITAL GROUP, L.P. | 157920 | $83.56B | $83.56B | 250 | 2026-06-30 | → |
| 161 | NATIONWIDE FUND ADVISORS | 109391 | $83.14B | $83.14B | 129 | 2026-02-28 | → |
| 162 | GLOBAL X MANAGEMENT COMPANY LLC | 146932 | $83.02B | $83.02B | 146 | 2026-03-31 | → |
| 163 | SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA LTD | 106585 | $82.55B | $82.55B | 300 | 2026-03-31 | → |
| 164 | PARK AVENUE INSTITUTIONAL ADVISERS LLC | 175101 | $82.00B | $82.00B | 72 | 2026-03-31 | → |
| 165 | PZENA INVESTMENT MANAGEMENT LLC | 106847 | $81.44B | $81.44B | 164 | 2026-03-31 | → |
| 166 | TCW ASSET MANAGEMENT COMPANY LLC | 105742 | $81.18B | $81.18B | 431 | 2026-05-31 | → |
| 167 | GRANTHAM MAYO VAN OTTERLOO & CO LLC | 106220 | $80.97B | $80.97B | 365 | 2026-05-31 | → |
| 168 | GALLIARD CAPITAL MANAGEMENT, LLC | 106487 | $80.27B | $80.27B | 89 | 2026-03-31 | → |
| 169 | AXA INVESTMENT MANAGERS US INC | 113608 | $79.24B | $79.24B | 167 | 2026-03-31 | → |
| 170 | METROPOLITAN WEST ASSET MANAGEMENT LLC | 104571 | $78.52B | $78.52B | 377 | 2026-05-31 | → |
| 171 | EMPOWER CAPITAL MANAGEMENT, LLC | 107272 | $77.96B | $77.96B | 319 | 2026-03-31 | → |
| 172 | PINEBRIDGE INVESTMENTS LLC | 285211 | $76.73B | $76.73B | 239 | 2026-05-31 | → |
| 173 | PGIM LIMITED | 160005 | $76.45B | $76.45B | 299 | 2026-03-31 | → |
| 174 | SUN LIFE CAPITAL MANAGEMENT (U.S.) LLC | 109684 | $76.41B | $76.41B | 207 | 2026-03-31 | → |
| 175 | TWO SIGMA ADVISERS, LP | 152254 | $74.26B | $74.26B | 101 | 2026-01-31 | → |
| 176 | CLARION PARTNERS, LLC | 108803 | $73.68B | $73.68B | 321 | 2026-02-28 | → |
| 177 | RBC ROCHDALE, LLC | 117198 | $72.96B | $72.96B | 269 | 2026-05-31 | → |
| 178 | BLACKROCK (SINGAPORE) LIMITED | 164594 | $70.33B | $70.33B | 236 | 2026-06-30 | → |
| 179 | BLACKSTONE REAL ESTATE SPECIAL SITUATIONS ADVISORS L.L.C. | 146043 | $69.79B | $69.79B | 255 | 2026-03-31 | → |
| 180 | STERLING CAPITAL MANAGEMENT LLC | 135405 | $69.23B | $69.23B | 186 | 2026-03-31 | → |
| 181 | FULCRUM ASSET MANAGEMENT LLP | 137661 | $69.09B | $69.09B | 101 | 2026-03-31 | → |
| 182 | RUSSELL INVESTMENT MANAGEMENT, LLC | 105734 | $68.60B | $68.60B | 569 | 2026-04-30 | → |
| 183 | JOHN HANCOCK VARIABLE TRUST ADVISERS LLC | 16009 | $68.59B | $68.59B | 192 | 2026-03-31 | → |
| 184 | CARLYLE GLOBAL CREDIT INVESTMENT MANAGEMENT L.L.C. | 162053 | $68.38B | $68.38B | 382 | 2026-03-31 | → |
| 185 | AHL PARTNERS LLP | 167882 | $68.02B | $68.02B | 144 | 2026-06-30 | → |
| 186 | CIBC PRIVATE WEALTH ADVISORS, INC. | 109644 | $67.84B | $67.84B | 610 | 2026-06-30 | → |
| 187 | HARBOR CAPITAL ADVISORS, INC. | 113042 | $67.64B | $67.64B | 240 | 2026-03-31 | → |
| 188 | WALTER SCOTT & PARTNERS LIMITED | 112161 | $66.67B | $66.67B | 162 | 2026-03-31 | → |
| 189 | BROOKFIELD PUBLIC SECURITIES GROUP LLC | 110497 | $66.46B | $66.46B | 90 | 2026-06-30 | → |
| 190 | TRANSAMERICA ASSET MANAGEMENT, INC. | 107376 | $65.94B | $65.94B | 53 | 2026-05-31 | → |
| 191 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 173961 | $65.60B | $65.60B | 388 | 2026-04-30 | → |
| 192 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 110783 | $65.44B | $65.44B | 157 | 2026-05-31 | → |
| 193 | BLUE OWL CREDIT ADVISORS LLC | 282575 | $64.86B | $64.86B | 250 | 2026-03-31 | → |
| 194 | GLG PARTNERS LP | 163016 | $64.51B | $64.51B | 82 | 2026-06-30 | → |
| 195 | BAYVIEW ASSET MANAGEMENT, LLC | 157053 | $64.21B | $64.21B | 556 | 2026-05-31 | → |
| 196 | CAUSEWAY CAPITAL MANAGEMENT LLC | 113308 | $62.24B | $62.24B | 103 | 2026-03-31 | → |
| 197 | EAGLE ASSET MANAGEMENT INC | 110653 | $60.65B | $60.65B | 77 | 2026-06-30 | → |
| 198 | AMERICAN BEACON ADVISORS, INC. | 105552 | $59.93B | $59.93B | 121 | 2026-03-31 | → |
| 199 | VOYA INVESTMENTS, LLC | 111091 | $59.48B | $59.48B | 104 | 2026-03-31 | → |
| 200 | NEWTON INVESTMENT MANAGEMENT NORTH AMERICA LLC | 312937 | $59.16B | $59.16B | 88 | 2026-05-31 | → |
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