Research Report · 2026-06-30
Top Registered Investment Advisers for Investment Companies
SEC-registered investment advisers ranked by reported assets from registered investment company clients in ADV Part 1 filings.
Firms
1,000
Total AUM
$109.63T
Median AUM
$8.04B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Investment Company Assets↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 901 | PROSPECTOR PARTNERS ASSET MANAGEMENT, LLC | 143013 | $306.5M | $306.5M | 14 | 2025-03-31 | → |
| 902 | SOUND CAPITAL SOLUTIONS LLC | 311034 | $305.7M | $305.7M | 5 | 2026-02-28 | → |
| 903 | PARADIGM FUNDS ADVISOR LLC | 136481 | $305.1M | $305.1M | 12 | 2026-03-31 | → |
| 904 | EMC CAPITAL ADVISORS, LLC | 169296 | $304.7M | $304.7M | 5 | 2026-03-31 | → |
| 905 | FIRST TRUST GLOBAL PORTFOLIOS LIMITED | 169173 | $303.5M | $338.8M | 34 | 2026-03-31 | → |
| 906 | NORTH REEF CAPITAL MANAGEMENT LP | 311056 | $298.3M | $4.14B | 8 | 2026-03-31 | → |
| 907 | POLAR CAPITAL LLP | 136133 | $297.9M | $43.26B | 196 | 2026-06-30 | → |
| 908 | 50 SOUTH CAPITAL ADVISORS, LLC | 174762 | $297.7M | $16.07B | 68 | 2026-03-31 | → |
| 909 | CLEARBRIDGE INVESTMENT MANAGEMENT LIMITED | 139012 | $294.0M | $9.89B | 44 | 2026-06-30 | → |
| 910 | IDIRECT PRIVATE CREDIT ADVISORS LLC | 333824 | $290.9M | $290.9M | 158 | 2026-06-30 | → |
| 911 | SYSTEMATICA INVESTMENTS UK LLP | 289336 | $289.8M | $23.79B | 26 | 2026-03-31 | → |
| 912 | SYSTEMATICA INVESTMENTS LIMITED | 173876 | $289.8M | $23.79B | 0 | 2026-03-31 | → |
| 913 | SYSTEMATICA INVESTMENTS SINGAPORE PTE. LTD | 289335 | $289.8M | $23.79B | 6 | 2026-03-31 | → |
| 914 | SYSTEMATICA INVESTMENTS GP LIMITED | 289338 | $289.8M | $23.79B | 34 | 2026-03-31 | → |
| 915 | ARS INVESTMENT PARTNERS, LLC | 5845 | $288.9M | $2.71B | 18 | 2026-04-30 | → |
| 916 | MERRITT POINT PARTNERS LLC | 298680 | $288.1M | $636.1M | 4 | 2026-04-30 | → |
| 917 | NORDEA INVESTMENT MANAGEMENT NORTH AMERICA, INC. | 116837 | $286.0M | $1.05B | 4 | 2026-05-31 | → |
| 918 | RAVENSWOOD PARTNERS LP | 327106 | $283.7M | $436.1M | 5 | 2026-05-31 | → |
| 919 | BERKSHIRE CAPITAL HOLDINGS INC | 107175 | $283.0M | $283.0M | 2 | 2026-03-31 | → |
| 920 | FOUNDRY PARTNERS, LLC | 164863 | $281.7M | $2.05B | 17 | 2025-03-31 | → |
| 921 | PYRFORD INTERNATIONAL LTD | 105646 | $280.0M | $7.07B | 35 | 2026-06-30 | → |
| 922 | KURV INVESTMENT MANAGEMENT LLC | 323149 | $279.2M | $279.2M | 10 | 2026-06-30 | → |
| 923 | TEUCRIUM INVESTMENT ADVISORS, LLC | 318799 | $277.4M | $277.4M | 12 | 2026-05-31 | → |
| 924 | VERITAS ASSET MANAGEMENT LLP | 174314 | $274.6M | $19.13B | 42 | 2026-03-31 | → |
| 925 | ACCRUED EQUITIES INC. | 13452 | $271.8M | $271.8M | 4 | 2026-03-31 | → |
| 926 | FAIRLEAD ASSET MANAGEMENT LLC | 297384 | $271.6M | $271.6M | 4 | 2026-06-30 | → |
| 927 | ENDOWMENT ADVISERS, L.P. | 129346 | $271.1M | $499.7M | 9 | 2026-06-30 | → |
| 928 | KENNEDY CAPITAL MANAGEMENT LLC | 105834 | $269.4M | $5.02B | 43 | 2026-05-31 | → |
| 929 | CONVERGENCE INVESTMENT PARTNERS, LLC | 148472 | $268.0M | $523.6M | 5 | 2026-03-31 | → |
| 930 | HERMES INVESTMENT MANAGEMENT LIMITED | 153104 | $267.8M | $24.79B | 422 | 2026-03-31 | → |
| 931 | FRONTIER ASSET MANAGEMENT, LLC | 109910 | $267.7M | $5.49B | 42 | 2026-03-31 | → |
| 932 | DYNAMIC WEALTH GROUP, LLC | 326607 | $266.2M | $266.2M | 4 | 2026-03-31 | → |
| 933 | OHA PRIVATE CREDIT ADVISORS II, L.P. | 322289 | $266.0M | $805.2M | 435 | 2026-03-31 | → |
| 934 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 144594 | $265.7M | $19.78B | 103 | 2025-12-31 | → |
| 935 | MORGAN STANLEY SMITH BARNEY LLC | 149777 | $263.7M | $1.96T | 29,481 | 2026-06-30 | → |
| 936 | ROBASCIOTTI & ASSOCIATES , INC. | 151411 | $262.2M | $320.4M | 17 | 2026-05-31 | → |
| 937 | CENTERBOOK PARTNERS LP | 312387 | $261.9M | $2.91B | 21 | 2026-04-30 | → |
| 938 | RAREVIEW CAPITAL LLC | 284474 | $261.7M | $537.5M | 8 | 2026-03-31 | → |
| 939 | HB WEALTH MANAGEMENT, LLC | 316731 | $260.7M | $30.16B | 325 | 2026-05-31 | → |
| 940 | GOODHAVEN CAPITAL MANAGEMENT, LLC | 156032 | $259.9M | $405.3M | 5 | 2026-03-31 | → |
| 941 | ABR DYNAMIC FUNDS, LLC | 171847 | $258.7M | $426.2M | 10 | 2026-06-30 | → |
| 942 | BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC | 290336 | $256.7M | $66.93B | 39 | 2026-06-30 | → |
| 943 | GATOR CAPITAL MANAGEMENT, LLC | 147067 | $255.7M | $751.1M | 7 | 2026-04-30 | → |
| 944 | MUHLENKAMP & CO INC | 110787 | $253.6M | $435.8M | 6 | 2025-12-31 | → |
| 945 | MILLER VALUE PARTNERS, LLC | 110632 | $252.4M | $418.2M | 5 | 2026-03-31 | → |
| 946 | COINSHARES ASSET MANAGEMENT (US) LLC | 314541 | $251.9M | $251.9M | 8 | 2026-06-30 | → |
| 947 | WAYCROSS PARTNERS, LLC | 153838 | $251.5M | $1.18B | 13 | 2026-06-30 | → |
| 948 | ROBINSON CAPITAL MANAGEMENT, LLC | 166182 | $251.4M | $1.54B | 10 | 2026-02-28 | → |
| 949 | LMCG INVESTMENTS, LLC | 149936 | $251.1M | $6.83B | 46 | 2026-04-30 | → |
| 950 | AGINCOURT CAPITAL MANAGEMENT, LLC | 112096 | $251.0M | $9.95B | 18 | 2026-03-31 | → |
| 951 | TETON ADVISORS, LLC | 105963 | $250.9M | $250.9M | 5 | 2026-03-31 | → |
| 952 | COHO PARTNERS, LTD. | 111335 | $250.1M | $2.20B | 18 | 2025-03-31 | → |
| 953 | FISHER ASSET MANAGEMENT, LLC | 107342 | $249.5M | $386.67B | 4,369 | 2026-04-30 | → |
| 954 | CABANA LLC | 151418 | $247.7M | $471.8M | 6 | 2026-03-31 | → |
| 955 | AMPLIUS ASSET MANAGEMENT, LLC | 334991 | $247.3M | $247.3M | 12 | 2026-03-31 | → |
| 956 | OSMOSIS INVESTMENT MANAGEMENT US LLC | 283049 | $246.4M | $298.9M | 39 | 2026-05-31 | → |
| 957 | ALTERNATIVE FUND ADVISORS, LLC | 313109 | $245.6M | $245.6M | 6 | 2026-03-31 | → |
| 958 | GARRISON POINT CAPITAL, LLC | 165590 | $245.2M | $315.5M | 4 | 2026-05-31 | → |
| 959 | ASA MANAGED ACCOUNT MANAGERS LLC | 162855 | $241.2M | $1.12B | 1 | 2026-06-30 | → |
| 960 | RIVERBRIDGE PARTNERS LLC | 108074 | $240.5M | $5.03B | 46 | 2026-03-31 | → |
| 961 | TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC. | 298422 | $239.9M | $4.19B | 64 | 2026-06-30 | → |
| 962 | BLUECOVE LIMITED | 307090 | $238.0M | $9.89B | 62 | 2026-03-31 | → |
| 963 | BROADMARK ASSET MANAGEMENT LLC | 109422 | $234.1M | $238.4M | 3 | 2026-03-31 | → |
| 964 | LITTLE HARBOR ADVISORS, LLC | 168700 | $234.0M | $242.6M | 13 | 2026-03-31 | → |
| 965 | ORRELL CAPITAL MANAGMENT, INC. | 112487 | $233.1M | $238.9M | 3 | 2026-05-31 | → |
| 966 | STF MANAGEMENT LP | 173690 | $232.4M | $232.4M | 4 | 2025-03-31 | → |
| 967 | MENDON CAPITAL ADVISORS CORP | 113058 | $232.3M | $253.8M | 4 | 2026-03-31 | → |
| 968 | ABSOLUTE CAPITAL MANAGEMENT, LLC | 121484 | $231.8M | $742.5M | 12 | 2026-06-30 | → |
| 969 | MOERUS CAPITAL MANAGEMENT LLC | 282399 | $231.2M | $893.1M | 8 | 2026-03-31 | → |
| 970 | MOUNT LOGAN MANAGEMENT LLC | 311161 | $230.6M | $1.98B | 120 | 2026-06-30 | → |
| 971 | STANCE CAPITAL LLC | 284267 | $230.3M | $354.2M | 5 | 2026-04-30 | → |
| 972 | RULE ONE PARTNERS, LLC | 166341 | $229.1M | $236.2M | 6 | 2026-03-31 | → |
| 973 | DFC PREFERRED ADVISORS LLC | 309927 | $228.7M | $228.7M | 3 | 2026-03-31 | → |
| 974 | OTTER CREEK ADVISORS, LLC | 171402 | $228.4M | $229.7M | 4 | 2025-08-31 | → |
| 975 | ACR ALPINE CAPITAL RESEARCH, LLC | 110933 | $228.1M | $10.79B | 35 | 2026-06-30 | → |
| 976 | MAWER INVESTMENT MANAGEMENT LTD. | 159100 | $227.0M | $40.94B | 278 | 2026-03-31 | → |
| 977 | THE INVESTMENT HOUSE LLC | 163493 | $226.8M | $2.20B | 11 | 2026-03-31 | → |
| 978 | PITON INVESTMENT MANAGEMENT, LP | 282517 | $226.8M | $927.9M | 9 | 2026-04-30 | → |
| 979 | CRESALTA INVESTMENT MANAGEMENT, INC. | 339872 | $226.7M | $323.4M | 5 | 2026-06-30 | → |
| 980 | BRIDGES INVESTMENT MANAGEMENT INC | 108028 | $226.1M | $11.31B | 79 | 2026-06-30 | → |
| 981 | SMI ADVISORY SERVICES, LLC | 137872 | $226.0M | $949.0M | 5 | 2026-01-31 | → |
| 982 | ARROWMARK ASSET MANAGEMENT, LLC | 307161 | $224.4M | $224.4M | 5 | 2026-03-31 | → |
| 983 | RETIREFUL LLC | 313126 | $223.4M | $227.6M | 2 | 2026-01-31 | → |
| 984 | PALM VALLEY CAPITAL MANAGEMENT LLC | 299896 | $222.6M | $281.6M | 2 | 2026-01-31 | → |
| 985 | PRINCIPAL ASSET MANAGEMENT COMPANY (ASIA) LIMITED | 322390 | $222.1M | $14.38B | 39 | 2026-03-31 | → |
| 986 | HILL INVESTMENT GROUP PARTNERS, LLC | 312052 | $221.8M | $1.35B | 12 | 2026-03-31 | → |
| 987 | MAR VISTA INVESTMENT PARTNERS, LLC | 144906 | $218.3M | $1.12B | 19 | 2026-03-31 | → |
| 988 | IRONCLAD INVESTMENTS LLC | 154872 | $217.9M | $217.9M | 2 | 2026-03-31 | → |
| 989 | OCTAGON ASSET MANAGEMENT, LLC | 286248 | $217.5M | $221.2M | 4 | 2026-03-31 | → |
| 990 | MAI CAPITAL MANAGEMENT, LLC | 109807 | $217.0M | $52.10B | 562 | 2026-05-31 | → |
| 991 | THOR TRADING ADVISORS, LLC | 310362 | $217.0M | $217.0M | 5 | 2026-02-28 | → |
| 992 | GLG PARTNERS LP | 163016 | $217.0M | $64.51B | 82 | 2026-06-30 | → |
| 993 | RWC ASSET MANAGEMENT LLP | 168656 | $216.7M | $17.32B | 149 | 2026-03-31 | → |
| 994 | ONE CAPITAL MANAGEMENT, LLC | 114861 | $215.6M | $8.53B | 103 | 2026-06-30 | → |
| 995 | INVEX ADVISORS LLC | 164519 | $213.8M | $759.3M | 8 | 2026-03-31 | → |
| 996 | JACKSON CREEK INVESTMENT ADVISORS LLC | 309116 | $212.8M | $349.0M | 6 | 2026-03-31 | → |
| 997 | IDR INVESTMENT MANAGEMENT, LLC | 286208 | $211.4M | $10.19B | 15 | 2026-03-31 | → |
| 998 | FRONT STREET CAPITAL MANAGEMENT, INC. | 141974 | $211.1M | $862.0M | 6 | 2026-05-31 | → |
| 999 | LIFE CYCLE INVESTMENT PARTNERS LIMITED | 337788 | $210.6M | $17.30B | 13 | 2025-12-31 | → |
| 1000 | PIER 88 INVESTMENT PARTNERS, LLC | 169316 | $210.3M | $568.0M | 5 | 2026-03-31 | → |
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