Research Report · 2026-06-30
Registered Investment Advisers Reporting Performance-Based Fees
SEC-registered investment advisers that report using performance-based compensation, ranked by AUM.
Firms
1,000
Total AUM
$92.02T
Median AUM
$25.03B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | AUM↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 501 | THREE FIFTY EIGHT INVESTMENT GROUP, LLC | 334965 | $25.00B | $25.00B | 5 | 2026-03-31 | → |
| 502 | GARCIA HAMILTON & ASSOCIATES LP | 108017 | $24.86B | $24.86B | 41 | 2026-03-31 | → |
| 503 | HERMES INVESTMENT MANAGEMENT LIMITED | 153104 | $24.79B | $24.79B | 422 | 2026-03-31 | → |
| 504 | DAVENPORT & COMPANY LLC | 1588 | $24.70B | $24.70B | 525 | 2026-06-30 | → |
| 505 | THE BAUPOST GROUP, L.L.C. | 109530 | $24.68B | $24.68B | 210 | 2026-03-31 | → |
| 506 | JEFFERIES FINANCE LLC | 162264 | $24.59B | $24.59B | 124 | 2026-03-31 | → |
| 507 | ARGA INVESTMENT MANAGEMENT, LP | 153665 | $24.57B | $24.57B | 49 | 2026-03-31 | → |
| 508 | GABELLI FUNDS, LLC | 104949 | $24.55B | $24.55B | 56 | 2026-03-31 | → |
| 509 | DWS ALTERNATIVES GLOBAL LIMITED | 139526 | $24.51B | $24.51B | 138 | 2026-05-31 | → |
| 510 | MACQUARIE INVESTMENT MANAGEMENT EUROPE LIMITED | 284603 | $24.51B | $24.51B | 159 | 2026-06-30 | → |
| 511 | PGIM PRIVATE PLACEMENT INVESTORS, L.P. | 106442 | $24.44B | $24.44B | 290 | 2026-03-31 | → |
| 512 | WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P. | 146990 | $24.40B | $24.40B | 61 | 2026-03-31 | → |
| 513 | PICTET ASSET MANAGEMENT LIMITED | 105205 | $24.40B | $24.40B | 314 | 2026-06-30 | → |
| 514 | CITI GLOBAL ALTERNATIVES, LLC | 324457 | $24.39B | $24.39B | 91 | 2025-07-31 | → |
| 515 | TOWERS WATSON INVESTMENT MANAGEMENT LIMITED | 168493 | $24.32B | $24.32B | 145 | 2026-06-30 | → |
| 516 | ELMWOOD ASSET MANAGEMENT LLC | 297926 | $24.29B | $24.29B | 45 | 2026-03-31 | → |
| 517 | MAKENA CAPITAL MANAGEMENT, LLC | 156855 | $24.28B | $24.28B | 77 | 2026-03-31 | → |
| 518 | XPONANCE LLC | 111126 | $24.27B | $24.27B | 46 | 2026-04-30 | → |
| 519 | BGO US REAL ESTATE LP | 157034 | $24.12B | $24.12B | 103 | 2026-06-30 | → |
| 520 | PROVIDENCE EQUITY PARTNERS L.L.C. | 155678 | $24.12B | $24.12B | 135 | 2026-03-31 | → |
| 521 | T. ROWE PRICE JAPAN, INC. | 290585 | $24.07B | $24.07B | 80 | 2026-03-31 | → |
| 522 | BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP | 111470 | $24.07B | $24.07B | 127 | 2026-05-31 | → |
| 523 | POLEN CAPITAL MANAGEMENT, LLC | 106093 | $24.06B | $24.06B | 168 | 2026-05-31 | → |
| 524 | TEMPLETON ASSET MANAGEMENT LTD. | 111382 | $24.05B | $24.05B | 94 | 2026-06-30 | → |
| 525 | COLCHESTER GLOBAL INVESTORS LTD | 110985 | $23.95B | $23.95B | 56 | 2026-01-31 | → |
| 526 | CHINA ASSET MANAGEMENT (HONG KONG) LIMITED | 166615 | $23.90B | $23.90B | 104 | 2026-03-31 | → |
| 527 | FUND EVALUATION GROUP, LLC | 121658 | $23.86B | $23.86B | 136 | 2026-03-31 | → |
| 528 | STONEHAGE FLEMING INVESTMENT MANAGEMENT LIMITED | 313913 | $23.84B | $23.84B | 110 | 2026-06-30 | → |
| 529 | AKKR FUND II MANAGEMENT COMPANY, LP | 156498 | $23.81B | $23.81B | 117 | 2026-06-30 | → |
| 530 | SYSTEMATICA INVESTMENTS LIMITED | 173876 | $23.79B | $23.79B | 0 | 2026-03-31 | → |
| 531 | MOORE CAPITAL MANAGEMENT, LP | 160188 | $23.70B | $23.70B | 337 | 2026-03-31 | → |
| 532 | HORSLEY BRIDGE PARTNERS LLC | 110877 | $23.61B | $23.61B | 45 | 2026-06-30 | → |
| 533 | K1 INVESTMENT MANAGEMENT LLC | 161953 | $23.60B | $23.60B | 75 | 2026-03-31 | → |
| 534 | LONGFELLOW INVESTMENT MANAGEMENT CO. LLC | 104945 | $23.44B | $23.44B | 51 | 2026-04-30 | → |
| 535 | WASATCH ADVISORS LP | 106081 | $23.35B | $23.35B | 96 | 2026-03-31 | → |
| 536 | NEW HOLLAND CAPITAL, LLC | 160211 | $23.32B | $23.32B | 32 | 2026-06-30 | → |
| 537 | J O HAMBRO CAPITAL MANAGEMENT LIMITED | 138653 | $23.28B | $23.28B | 155 | 2025-09-30 | → |
| 538 | JORDAN PARK GROUP LLC | 287755 | $23.26B | $23.26B | 153 | 2026-06-30 | → |
| 539 | ARAX ADVISORY PARTNERS, LLC | 133535 | $23.18B | $23.18B | 319 | 2026-06-30 | → |
| 540 | ENGINEERS GATE MANAGER LP | 172249 | $23.17B | $23.17B | 296 | 2026-03-31 | → |
| 541 | CAPITAL ADVISORS GROUP, INC | 112000 | $23.03B | $23.03B | 33 | 2026-03-31 | → |
| 542 | OTTAWA AVENUE PRIVATE CAPITAL, LLC | 282516 | $22.95B | $22.95B | 91 | 2026-03-31 | → |
| 543 | CBRE INVESTMENT MANAGEMENT, LLC | 109981 | $22.84B | $22.84B | 213 | 2026-03-31 | → |
| 544 | THRIVENT INVESTMENT CAPITAL ADVISORS, LLC | 338378 | $22.78B | $22.78B | 66 | 2026-03-31 | → |
| 545 | CANTILLON CAPITAL MANAGEMENT LLC | 137895 | $22.77B | $22.77B | 14 | 2026-03-31 | → |
| 546 | CANTILLON CAPITAL MANAGEMENT LLP | 139303 | $22.77B | $22.77B | 11 | 2026-03-31 | → |
| 547 | COMMONFUND OCIO, INC. | 110689 | $22.66B | $22.66B | 42 | 2025-12-31 | → |
| 548 | SEGALL BRYANT & HAMILL, LLC | 106505 | $22.64B | $22.64B | 161 | 2026-06-30 | → |
| 549 | BENEFIT STREET PARTNERS LIMITED | 160617 | $22.61B | $22.61B | 164 | 2026-05-31 | → |
| 550 | BARING INTERNATIONAL INVESTMENT LTD | 105724 | $22.57B | $22.57B | 504 | 2026-03-31 | → |
| 551 | CRESTLINE MANAGEMENT, L.P. | 122711 | $22.51B | $22.51B | 195 | 2026-03-31 | → |
| 552 | ONEX PARTNERS MANAGER LP | 160923 | $22.47B | $22.47B | 180 | 2026-05-31 | → |
| 553 | PRIME FINANCE ADVISOR, L.P. | 159971 | $22.22B | $22.22B | 185 | 2026-05-31 | → |
| 554 | EIG MANAGEMENT COMPANY, LLC | 154302 | $22.22B | $22.22B | 124 | 2026-03-31 | → |
| 555 | DAWSON PARTNERS INC. | 281728 | $22.14B | $22.14B | 231 | 2026-06-30 | → |
| 556 | WATERFALL ASSET MANAGEMENT, LLC | 137746 | $22.04B | $22.04B | 133 | 2026-03-31 | → |
| 557 | MAGELLAN ASSET MANAGEMENT LIMITED | 159256 | $21.75B | $21.75B | 100 | 2026-01-31 | → |
| 558 | RIALTO CAPITAL MANAGEMENT, LLC | 159998 | $21.73B | $21.73B | 82 | 2026-04-30 | → |
| 559 | LONE PINE CAPITAL LLC | 156602 | $21.62B | $21.62B | 101 | 2026-03-31 | → |
| 560 | STOCKBRIDGE CAPITAL GROUP, LLC | 149002 | $21.55B | $21.55B | 183 | 2026-06-30 | → |
| 561 | EHRENKRANZ PARTNERS L.P. | 131728 | $21.54B | $21.54B | 46 | 2026-06-30 | → |
| 562 | EDGEWOOD MANAGEMENT LLC | 106647 | $21.52B | $21.52B | 41 | 2026-03-31 | → |
| 563 | HIMALAYA CAPITAL MANAGEMENT LLC | 157594 | $21.39B | $21.39B | 21 | 2026-03-31 | → |
| 564 | UNIVERSA INVESTMENTS L.P. | 146052 | $21.35B | $21.35B | 20 | 2026-03-31 | → |
| 565 | PNMAC CAPITAL MANAGEMENT, LLC | 147101 | $21.35B | $21.35B | 44 | 2026-02-28 | → |
| 566 | AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC") | 161853 | $21.32B | $21.32B | 25 | 2026-03-31 | → |
| 567 | MSD PARTNERS, L.P. | 161664 | $21.30B | $21.30B | 498 | 2026-05-31 | → |
| 568 | LEE OVERLAY PARTNERS LTD | 110822 | $21.26B | $21.26B | 30 | 2025-09-30 | → |
| 569 | GOLDMAN SACHS ASSET MANAGEMENT (HONG KONG) LIMITED | 286066 | $21.19B | $21.19B | 96 | 2026-05-31 | → |
| 570 | CORE AND VALUE ADVISORS, LLC | 156093 | $21.18B | $21.18B | 161 | 2026-06-30 | → |
| 571 | THOMPSON SIEGEL & WALMSLEY LLC | 105726 | $21.15B | $21.15B | 63 | 2026-04-30 | → |
| 572 | CERITY PARTNERS OCIO LLC | 151916 | $21.13B | $21.13B | 61 | 2026-03-31 | → |
| 573 | GORDIAN CAPITAL SINGAPORE PRIVATE LIMITED | 281555 | $21.08B | $21.08B | 54 | 2026-04-30 | → |
| 574 | CHARLESBANK CAPITAL PARTNERS, LLC | 160256 | $21.06B | $21.06B | 162 | 2026-04-30 | → |
| 575 | ARROWMARK COLORADO HOLDINGS, LLC | 149120 | $21.02B | $21.02B | 95 | 2026-03-31 | → |
| 576 | RIBBIT MANAGEMENT COMPANY, LLC | 165308 | $20.78B | $20.78B | 31 | 2026-03-31 | → |
| 577 | ELLINGTON MANAGEMENT GROUP, L.L.C. | 112493 | $20.76B | $20.76B | 164 | 2026-06-30 | → |
| 578 | MADISON DEARBORN PARTNERS, LLC | 157349 | $20.74B | $20.74B | 73 | 2026-03-31 | → |
| 579 | CENTIVA CAPITAL, LP | 286299 | $20.61B | $20.61B | 274 | 2026-03-31 | → |
| 580 | ORBIMED ADVISORS LLC | 118608 | $20.61B | $20.61B | 118 | 2026-03-31 | → |
| 581 | BANDHAN AMC LIMITED | 170336 | $20.59B | $20.59B | 672 | 2025-06-30 | → |
| 582 | APPALOOSA LP | 281909 | $20.40B | $20.40B | 21 | 2026-03-31 | → |
| 583 | VONTOBEL ASSET MANAGEMENT, INC. | 105007 | $20.29B | $20.29B | 63 | 2026-03-31 | → |
| 584 | HARVEST PARTNERS, LP | 158284 | $20.25B | $20.25B | 102 | 2026-03-31 | → |
| 585 | DEER MANAGEMENT CO. LLC | 159279 | $20.24B | $20.24B | 191 | 2026-05-31 | → |
| 586 | HARRISON STREET ADVISORS, LLC | 157983 | $20.18B | $20.18B | 321 | 2026-03-31 | → |
| 587 | HILDENE CAPITAL MANAGEMENT, LLC | 160415 | $20.18B | $20.18B | 33 | 2026-04-30 | → |
| 588 | PCCP, LLC | 157505 | $20.10B | $20.10B | 175 | 2026-03-31 | → |
| 589 | WESTERN ASSET MANAGEMENT COMPANY LIMITED | 110427 | $20.09B | $20.09B | 27 | 2026-06-30 | → |
| 590 | BLACKSTONE ALTERNATIVE SOLUTIONS L.L.C. | 158784 | $20.08B | $20.08B | 293 | 2026-06-30 | → |
| 591 | BXMT ADVISORS L.L.C. | 288050 | $20.00B | $20.00B | 207 | 2026-03-31 | → |
| 592 | SUMMIT TRAIL ADVISORS, LLC | 220519 | $19.94B | $19.94B | 94 | 2026-05-31 | → |
| 593 | NEWEDGE WEALTH, LLC | 307771 | $19.93B | $19.93B | 211 | 2026-04-30 | → |
| 594 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 144594 | $19.78B | $19.78B | 103 | 2025-12-31 | → |
| 595 | TOWNSEND HOLDINGS LLC | 160006 | $19.64B | $19.64B | 110 | 2026-03-31 | → |
| 596 | ROYALTY PHARMA SUB-MANAGER, LLC | 335070 | $19.64B | $19.64B | 91 | 2026-05-31 | → |
| 597 | ARES CAPITAL MANAGEMENT II LLC | 157292 | $19.64B | $19.64B | 924 | 2026-05-31 | → |
| 598 | TRINITAS CAPITAL MANAGEMENT, LLC | 281328 | $19.56B | $19.56B | 26 | 2026-03-31 | → |
| 599 | EGERTON CAPITAL (US), LP | 297738 | $19.53B | $19.53B | 8 | 2026-03-31 | → |
| 600 | ELLINGTON FINANCIAL MANAGEMENT LLC | 150510 | $19.35B | $19.35B | 164 | 2026-03-31 | → |
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