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 | |
|---|---|---|---|---|---|---|---|
| 301 | ALLSPRING GLOBAL INVESTMENTS (UK) LIMITED | 132377 | $30.79B | $30.79B | 87 | 2026-03-31 | → |
| 302 | BLACKROCK INTERNATIONAL LIMITED | 106843 | $30.78B | $30.78B | 69 | 2026-05-31 | → |
| 303 | KNIGHTS OF COLUMBUS ASSET ADVISORS LLC | 174129 | $30.51B | $30.51B | 249 | 2026-03-31 | → |
| 304 | MARATHON ASSET MANAGEMENT, L.P. | 124613 | $30.48B | $30.48B | 193 | 2026-03-31 | → |
| 305 | FULLER & THALER ASSET MANAGEMENT INC | 107033 | $30.25B | $30.25B | 30 | 2026-03-31 | → |
| 306 | INNOVATOR CAPITAL MANAGEMENT, LLC | 287718 | $30.24B | $30.24B | 73 | 2026-06-30 | → |
| 307 | HB WEALTH MANAGEMENT, LLC | 316731 | $30.16B | $30.16B | 325 | 2026-05-31 | → |
| 308 | DAVIS SELECTED ADVISERS LP | 108674 | $30.12B | $30.12B | 121 | 2026-03-31 | → |
| 309 | GOTHAM ASSET MANAGEMENT, LLC | 149335 | $30.03B | $30.03B | 56 | 2026-05-31 | → |
| 310 | APOLLO CREDIT MANAGEMENT, LLC | 156115 | $29.97B | $29.97B | 3,564 | 2026-03-31 | → |
| 311 | WAVERLY ADVISORS, LLC | 115332 | $29.78B | $29.78B | 414 | 2026-06-30 | → |
| 312 | EMPOWERED FUNDS, LLC | 171412 | $29.74B | $29.74B | 44 | 2026-03-31 | → |
| 313 | EPOCH INVESTMENT PARTNERS, INC. | 131556 | $29.73B | $29.73B | 137 | 2026-05-31 | → |
| 314 | FRANKLIN TEMPLETON INSTITUTIONAL, LLC | 117384 | $29.59B | $29.59B | 127 | 2026-02-28 | → |
| 315 | DIAMOND HILL CAPITAL MANAGEMENT INC | 110638 | $29.38B | $29.38B | 120 | 2026-05-31 | → |
| 316 | INVESCO SENIOR SECURED MANAGEMENT, INC. | 107590 | $29.38B | $29.38B | 109 | 2026-03-31 | → |
| 317 | PARTNERS GROUP (USA) INC. | 145228 | $29.12B | $29.12B | 431 | 2026-03-31 | → |
| 318 | AMERITAS INVESTMENT PARTNERS, INC. | 109381 | $29.01B | $29.01B | 51 | 2026-03-31 | → |
| 319 | DBX ADVISORS LLC | 154558 | $28.99B | $28.99B | 53 | 2026-05-31 | → |
| 320 | WINSLOW CAPITAL MANAGEMENT LLC | 106940 | $28.66B | $28.66B | 37 | 2026-03-31 | → |
| 321 | ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. | 116719 | $28.64B | $28.64B | 35 | 2026-03-31 | → |
| 322 | HPS ADVISORS, LLC | 324983 | $28.55B | $28.55B | 826 | 2026-05-31 | → |
| 323 | SAGE ADVISORY SERVICES LTD CO | 106236 | $28.43B | $28.43B | 58 | 2026-03-31 | → |
| 324 | BENEFIT STREET PARTNERS L.L.C. | 158672 | $28.32B | $28.32B | 241 | 2026-05-31 | → |
| 325 | AXIOM INVESTORS LLC | 109605 | $28.06B | $28.06B | 57 | 2026-03-31 | → |
| 326 | JACOBS LEVY EQUITY MANAGEMENT INC | 107022 | $28.01B | $28.01B | 70 | 2026-04-30 | → |
| 327 | RESEARCH AFFILIATES, LLC | 120440 | $27.84B | $27.84B | 66 | 2026-03-31 | → |
| 328 | ARISTOTLE PACIFIC CAPITAL, LLC | 298050 | $26.76B | $26.76B | 46 | 2026-03-31 | → |
| 329 | INVESCO HONG KONG LIMITED | 109923 | $26.20B | $26.20B | 226 | 2026-03-31 | → |
| 330 | FRED ALGER MANAGEMENT, LLC | 106750 | $26.14B | $26.14B | 98 | 2026-05-31 | → |
| 331 | DRIEHAUS CAPITAL MANAGEMENT LLC | 105757 | $26.12B | $26.12B | 82 | 2026-05-31 | → |
| 332 | 1919 INVESTMENT COUNSEL, LLC | 133370 | $26.04B | $26.04B | 131 | 2026-04-30 | → |
| 333 | FEDERATED MDTA LLC | 109355 | $25.95B | $25.95B | 21 | 2026-05-31 | → |
| 334 | TEMPLETON GLOBAL ADVISORS LIMITED | 111383 | $25.85B | $25.85B | 8 | 2025-12-31 | → |
| 335 | IMPAX ASSET MANAGEMENT, LTD. | 143247 | $25.84B | $25.84B | 165 | 2025-12-31 | → |
| 336 | FMR INVESTMENT MANAGEMENT (UK) LIMITED | 108273 | $25.82B | $25.82B | 119 | 2026-06-30 | → |
| 337 | AUDAX MANAGEMENT COMPANY (NY), LLC | 159458 | $25.69B | $25.69B | 238 | 2026-05-31 | → |
| 338 | PALMER SQUARE CAPITAL MANAGEMENT LLC | 155697 | $25.59B | $25.59B | 76 | 2026-05-31 | → |
| 339 | HIRTLE, CALLAGHAN & CO., LLC | 105403 | $25.41B | $25.41B | 94 | 2026-03-31 | → |
| 340 | ALKEON CAPITAL MANAGEMENT, LLC | 118059 | $25.29B | $25.29B | 82 | 2026-03-31 | → |
| 341 | PERSHING SQUARE CAPITAL MANAGEMENT, L.P. | 132982 | $25.06B | $25.06B | 48 | 2026-06-30 | → |
| 342 | GARCIA HAMILTON & ASSOCIATES LP | 108017 | $24.86B | $24.86B | 41 | 2026-03-31 | → |
| 343 | HERMES INVESTMENT MANAGEMENT LIMITED | 153104 | $24.79B | $24.79B | 422 | 2026-03-31 | → |
| 344 | FEDERATED HERMES (UK) LLP | 169087 | $24.72B | $24.72B | 11 | 2026-03-31 | → |
| 345 | DAVENPORT & COMPANY LLC | 1588 | $24.70B | $24.70B | 525 | 2026-06-30 | → |
| 346 | FUNDSMITH INVESTMENT SERVICES LIMITED | 310498 | $24.58B | $24.58B | 12 | 2026-06-30 | → |
| 347 | ARGA INVESTMENT MANAGEMENT, LP | 153665 | $24.57B | $24.57B | 49 | 2026-03-31 | → |
| 348 | GABELLI FUNDS, LLC | 104949 | $24.55B | $24.55B | 56 | 2026-03-31 | → |
| 349 | MML INVESTMENT ADVISERS, LLC | 169568 | $24.55B | $24.55B | 18 | 2026-05-31 | → |
| 350 | DWS ALTERNATIVES GLOBAL LIMITED | 139526 | $24.51B | $24.51B | 138 | 2026-05-31 | → |
| 351 | WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. | 146990 | $24.40B | $24.40B | 61 | 2026-03-31 | → |
| 352 | PICTET ASSET MANAGEMENT LIMITED | 105205 | $24.40B | $24.40B | 314 | 2026-06-30 | → |
| 353 | MATSON MONEY, INC. | 110425 | $24.33B | $24.33B | 69 | 2026-05-31 | → |
| 354 | T. ROWE PRICE JAPAN, INC. | 290585 | $24.07B | $24.07B | 80 | 2026-03-31 | → |
| 355 | POLEN CAPITAL MANAGEMENT, LLC | 106093 | $24.06B | $24.06B | 168 | 2026-05-31 | → |
| 356 | TEMPLETON ASSET MANAGEMENT LTD. | 111382 | $24.05B | $24.05B | 94 | 2026-06-30 | → |
| 357 | COLCHESTER GLOBAL INVESTORS LTD | 110985 | $23.95B | $23.95B | 56 | 2026-01-31 | → |
| 358 | INDEPENDENT FRANCHISE PARTNERS LLP | 150108 | $23.85B | $23.85B | 35 | 2026-06-30 | → |
| 359 | SYSTEMATICA INVESTMENTS UK LLP | 289336 | $23.79B | $23.79B | 26 | 2026-03-31 | → |
| 360 | SYSTEMATICA INVESTMENTS LIMITED | 173876 | $23.79B | $23.79B | 0 | 2026-03-31 | → |
| 361 | SYSTEMATICA INVESTMENTS SINGAPORE PTE. LTD | 289335 | $23.79B | $23.79B | 6 | 2026-03-31 | → |
| 362 | SYSTEMATICA INVESTMENTS GP LIMITED | 289338 | $23.79B | $23.79B | 34 | 2026-03-31 | → |
| 363 | TWENTYFOUR ASSET MANAGEMENT (US) LP | 285791 | $23.48B | $23.48B | 5 | 2026-03-31 | → |
| 364 | WASATCH ADVISORS LP | 106081 | $23.35B | $23.35B | 96 | 2026-03-31 | → |
| 365 | BELLE HAVEN INVESTMENTS, L.P. | 29278 | $23.32B | $23.32B | 47 | 2026-03-31 | → |
| 366 | J O HAMBRO CAPITAL MANAGEMENT LIMITED | 138653 | $23.28B | $23.28B | 155 | 2025-09-30 | → |
| 367 | JOHNSON INVESTMENT COUNSEL, INC. | 117054 | $22.98B | $22.98B | 164 | 2026-05-31 | → |
| 368 | EXCHANGE TRADED CONCEPTS, LLC | 151197 | $22.95B | $22.95B | 16 | 2026-02-28 | → |
| 369 | SEGALL BRYANT & HAMILL, LLC | 106505 | $22.64B | $22.64B | 161 | 2026-06-30 | → |
| 370 | BENEFIT STREET PARTNERS LIMITED | 160617 | $22.61B | $22.61B | 164 | 2026-05-31 | → |
| 371 | BARING INTERNATIONAL INVESTMENT LTD | 105724 | $22.57B | $22.57B | 504 | 2026-03-31 | → |
| 372 | CRESTLINE MANAGEMENT, L.P. | 122711 | $22.51B | $22.51B | 195 | 2026-03-31 | → |
| 373 | WATERFALL ASSET MANAGEMENT, LLC | 137746 | $22.04B | $22.04B | 133 | 2026-03-31 | → |
| 374 | VIDENT ADVISORY, LLC | 286622 | $22.02B | $22.02B | 38 | 2026-03-31 | → |
| 375 | DAVIS SELECTED ADVISERS - NY, INC. | 106659 | $21.98B | $21.98B | 57 | 2026-03-31 | → |
| 376 | MAGELLAN ASSET MANAGEMENT LIMITED | 159256 | $21.75B | $21.75B | 100 | 2026-01-31 | → |
| 377 | NEOS INVESTMENT MANAGEMENT, LLC | 321256 | $21.69B | $21.69B | 35 | 2026-03-31 | → |
| 378 | EDGEWOOD MANAGEMENT LLC | 106647 | $21.52B | $21.52B | 41 | 2026-03-31 | → |
| 379 | THOMPSON SIEGEL & WALMSLEY LLC | 105726 | $21.15B | $21.15B | 63 | 2026-04-30 | → |
| 380 | CERITY PARTNERS OCIO LLC | 151916 | $21.13B | $21.13B | 61 | 2026-03-31 | → |
| 381 | ARROWMARK COLORADO HOLDINGS, LLC | 149120 | $21.02B | $21.02B | 95 | 2026-03-31 | → |
| 382 | BAHL & GAYNOR INC | 106139 | $20.99B | $20.99B | 79 | 2026-02-28 | → |
| 383 | VONTOBEL ASSET MANAGEMENT, INC. | 105007 | $20.29B | $20.29B | 63 | 2026-03-31 | → |
| 384 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 106523 | $20.13B | $20.13B | 37 | 2026-03-31 | → |
| 385 | WESTERN ASSET MANAGEMENT COMPANY LIMITED | 110427 | $20.09B | $20.09B | 27 | 2026-06-30 | → |
| 386 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 144594 | $19.78B | $19.78B | 103 | 2025-12-31 | → |
| 387 | ARES CAPITAL MANAGEMENT II LLC | 157292 | $19.64B | $19.64B | 924 | 2026-05-31 | → |
| 388 | VERITAS ASSET MANAGEMENT LLP | 174314 | $19.13B | $19.13B | 42 | 2026-03-31 | → |
| 389 | ALLIANZ INVESTMENT MANAGEMENT LLC | 111925 | $19.09B | $19.09B | 50 | 2026-03-31 | → |
| 390 | BRIGHTON JONES LLC | 108601 | $18.88B | $18.88B | 316 | 2026-05-31 | → |
| 391 | FIDELITY DIVERSIFYING SOLUTIONS LLC | 315088 | $18.88B | $18.88B | 44 | 2026-05-31 | → |
| 392 | BOYD WATTERSON ASSET MANAGEMENT, LLC | 107808 | $18.81B | $18.81B | 140 | 2026-03-31 | → |
| 393 | BLACKSTONE LIQUID CREDIT STRATEGIES LLC | 144537 | $18.79B | $18.79B | 711 | 2026-05-31 | → |
| 394 | AB CARVAL INVESTORS, LP | 141819 | $18.44B | $18.44B | 169 | 2026-03-31 | → |
| 395 | THE ROCK CREEK GROUP, LP | 125409 | $18.38B | $18.38B | 62 | 2026-05-31 | → |
| 396 | SABA CAPITAL MANAGEMENT, L.P. | 154362 | $18.30B | $18.30B | 67 | 2026-05-31 | → |
| 397 | SPECTRUM ASSET MANAGEMENT, INC. | 300463 | $18.30B | $18.30B | 27 | 2026-03-31 | → |
| 398 | AMG FUNDS LLC | 153456 | $18.25B | $18.25B | 99 | 2026-03-31 | → |
| 399 | MACKENZIE INVESTMENTS CORPORATION | 165899 | $18.07B | $18.07B | 16 | 2026-03-31 | → |
| 400 | ASPIRIANT, LLC | 146720 | $18.05B | $18.05B | 218 | 2026-05-31 | → |
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