Research Report · 2026-06-30
Top Registered Investment Advisers for Pooled Investment Vehicles
SEC-registered investment advisers ranked by reported assets from pooled investment vehicle clients in ADV Part 1 filings.
Firms
1,000
Total AUM
$96.91T
Median AUM
$23.79B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | CRD↕ | Pooled Assets↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 301 | DIAMETER CAPITAL PARTNERS LP | 289307 | $28.76B | $28.76B | 119 | 2026-04-30 | → |
| 302 | SELECT EQUITY GROUP, L.P. | 168496 | $28.74B | $36.38B | 171 | 2026-03-31 | → |
| 303 | MELLON INVESTMENTS CORPORATION | 105764 | $28.63B | $873.87B | 98 | 2026-05-31 | → |
| 304 | FIRST SENTIER INVESTORS (IRELAND) LIMITED | 304423 | $28.42B | $28.50B | 45 | 2026-06-30 | → |
| 305 | BAKER BROS. ADVISORS LP | 158149 | $28.15B | $28.15B | 60 | 2026-03-31 | → |
| 306 | ARINI CAPITAL MANAGEMENT US LLC | 331263 | $27.99B | $27.99B | 24 | 2026-06-30 | → |
| 307 | TOWERBROOK CAPITAL PARTNERS L.P. | 155730 | $27.67B | $27.67B | 132 | 2026-06-30 | → |
| 308 | WESTERN ASSET MANAGEMENT COMPANY, LLC | 110441 | $27.64B | $184.99B | 137 | 2026-06-30 | → |
| 309 | BREGAL INVESTMENTS, INC. | 285006 | $27.55B | $27.55B | 101 | 2026-03-31 | → |
| 310 | BENEFIT STREET PARTNERS L.L.C. | 158672 | $27.34B | $28.32B | 241 | 2026-05-31 | → |
| 311 | KIRKOSWALD ASSET MANAGEMENT LLC | 298735 | $27.16B | $27.16B | 42 | 2026-05-31 | → |
| 312 | HRTG GPE, LLC | 157389 | $27.10B | $27.10B | 26 | 2026-06-30 | → |
| 313 | PRUDENT MAN ADVISORS, LLC | 301973 | $27.05B | $30.59B | 157 | 2026-04-30 | → |
| 314 | MARATHON ASSET MANAGEMENT, L.P. | 124613 | $27.04B | $30.48B | 193 | 2026-03-31 | → |
| 315 | ANCHORAGE CAPITAL ADVISORS, L.P. | 328998 | $27.03B | $27.83B | 88 | 2026-05-31 | → |
| 316 | T.ROWE PRICE INVESTMENT MANAGEMENT, INC. | 314590 | $27.02B | $204.18B | 112 | 2026-03-31 | → |
| 317 | ARCLINE INVESTMENT MANAGEMENT LP | 299352 | $26.46B | $26.46B | 59 | 2026-03-31 | → |
| 318 | AFFINIUS CAPITAL ADVISORS LLC | 316030 | $26.37B | $31.11B | 298 | 2026-03-31 | → |
| 319 | VOLEON CAPITAL MANAGEMENT LP | 147443 | $26.27B | $29.38B | 158 | 2026-05-31 | → |
| 320 | AGL CREDIT MANAGEMENT LLC | 299601 | $25.80B | $25.80B | 83 | 2026-03-31 | → |
| 321 | STRATEGIC VALUE PARTNERS, LLC | 138406 | $25.61B | $25.61B | 226 | 2026-06-30 | → |
| 322 | KSL ADVISORS, LLC | 155677 | $25.61B | $25.61B | 135 | 2026-06-30 | → |
| 323 | CVC ADVISORS (U.S.) INC. | 174050 | $25.56B | $25.56B | 70 | 2026-03-31 | → |
| 324 | CANSO INVESTMENT COUNSEL LTD. | 336447 | $25.50B | $44.36B | 65 | 2025-09-30 | → |
| 325 | BEACH POINT CAPITAL MANAGEMENT LP | 148885 | $25.50B | $29.77B | 173 | 2026-05-31 | → |
| 326 | METLIFE INVESTMENT MANAGEMENT, LLC | 142463 | $25.36B | $563.78B | 956 | 2026-05-31 | → |
| 327 | GRANTHAM MAYO VAN OTTERLOO & CO LLC | 106220 | $25.24B | $80.97B | 365 | 2026-05-31 | → |
| 328 | AUDAX MANAGEMENT COMPANY (NY), LLC | 159458 | $25.10B | $25.69B | 238 | 2026-05-31 | → |
| 329 | PEMBERTON CAPITAL ADVISORS LLP | 282621 | $25.06B | $25.06B | 146 | 2026-03-31 | → |
| 330 | THREE FIFTY EIGHT INVESTMENT GROUP, LLC | 334965 | $25.00B | $25.00B | 5 | 2026-03-31 | → |
| 331 | MAGNETAR FINANCIAL LLC | 136045 | $24.95B | $26.23B | 198 | 2026-03-31 | → |
| 332 | ABRDN ASIA LIMITED | 124509 | $24.93B | $40.27B | 165 | 2026-06-30 | → |
| 333 | THE BAUPOST GROUP, L.L.C. | 109530 | $24.68B | $24.68B | 210 | 2026-03-31 | → |
| 334 | PORTFOLIO ADVISORS LLC | 105981 | $24.68B | $47.84B | 164 | 2026-03-31 | → |
| 335 | INCOME RESEARCH + MANAGEMENT | 104863 | $24.68B | $130.65B | 218 | 2026-03-31 | → |
| 336 | CHARLES SCHWAB INVESTMENT MANAGEMENT, INC | 106753 | $24.66B | $1.72T | 946 | 2026-03-31 | → |
| 337 | LSV ASSET MANAGEMENT | 109918 | $24.52B | $104.25B | 45 | 2026-03-31 | → |
| 338 | MACQUARIE INVESTMENT MANAGEMENT EUROPE LIMITED | 284603 | $24.51B | $24.51B | 159 | 2026-06-30 | → |
| 339 | CHURCHILL ASSET MANAGEMENT LLC | 175092 | $24.50B | $55.66B | 206 | 2026-06-30 | → |
| 340 | FUNDSMITH INVESTMENT SERVICES LIMITED | 310498 | $24.49B | $24.58B | 12 | 2026-06-30 | → |
| 341 | FIAM LLC | 133196 | $24.42B | $347.73B | 196 | 2026-03-31 | → |
| 342 | MACQUARIE INVESTMENT MANAGEMENT GLOBAL LIMITED | 277065 | $24.42B | $187.35B | 227 | 2026-06-30 | → |
| 343 | GE INVESTMENT MANAGEMENT CORP | 323648 | $24.36B | $24.36B | 5 | 2026-01-31 | → |
| 344 | DWS ALTERNATIVES GLOBAL LIMITED | 139526 | $24.35B | $24.51B | 138 | 2026-05-31 | → |
| 345 | TOWERS WATSON INVESTMENT MANAGEMENT LIMITED | 168493 | $24.32B | $24.32B | 145 | 2026-06-30 | → |
| 346 | ELMWOOD ASSET MANAGEMENT LLC | 297926 | $24.29B | $24.29B | 45 | 2026-03-31 | → |
| 347 | BRIDGEPOINT LLC | 322260 | $24.18B | $24.18B | 21 | 2026-04-30 | → |
| 348 | MIC CAPITAL MANAGEMENT UK LLP | 316617 | $24.15B | $36.37B | 236 | 2026-03-31 | → |
| 349 | ALPHA WAVE GLOBAL, LP | 160894 | $24.13B | $26.66B | 113 | 2026-03-31 | → |
| 350 | BGO US REAL ESTATE LP | 157034 | $24.12B | $24.12B | 103 | 2026-06-30 | → |
| 351 | PROVIDENCE EQUITY PARTNERS L.L.C. | 155678 | $24.12B | $24.12B | 135 | 2026-03-31 | → |
| 352 | THE PUTNAM ADVISORY COMPANY, LLC | 106631 | $24.03B | $33.19B | 7 | 2025-12-31 | → |
| 353 | FRANKLIN TEMPLETON INVESTMENT MANAGEMENT LIMITED | 111360 | $23.98B | $40.52B | 122 | 2026-06-30 | → |
| 354 | THIRD POINT LLC | 137927 | $23.97B | $28.73B | 143 | 2026-05-31 | → |
| 355 | FRANKLIN TEMPLETON FUND ADVISER, LLC | 140432 | $23.97B | $167.44B | 0 | 2025-12-31 | → |
| 356 | CITI GLOBAL ALTERNATIVES, LLC | 324457 | $23.95B | $24.39B | 91 | 2025-07-31 | → |
| 357 | AKKR FUND II MANAGEMENT COMPANY, LP | 156498 | $23.81B | $23.81B | 117 | 2026-06-30 | → |
| 358 | MUZINICH & CO., INC. | 22998 | $23.79B | $31.27B | 110 | 2026-06-30 | → |
| 359 | MOORE CAPITAL MANAGEMENT, LP | 160188 | $23.70B | $23.70B | 337 | 2026-03-31 | → |
| 360 | K1 INVESTMENT MANAGEMENT LLC | 161953 | $23.60B | $23.60B | 75 | 2026-03-31 | → |
| 361 | MAKENA CAPITAL MANAGEMENT, LLC | 156855 | $23.60B | $24.28B | 77 | 2026-03-31 | → |
| 362 | HORSLEY BRIDGE PARTNERS LLC | 110877 | $23.59B | $23.61B | 45 | 2026-06-30 | → |
| 363 | APOGEM CAPITAL LLC | 309234 | $23.50B | $43.82B | 259 | 2026-05-31 | → |
| 364 | MACKAY SHIELDS LLC | 107717 | $23.48B | $159.52B | 206 | 2026-04-30 | → |
| 365 | NEW HOLLAND CAPITAL, LLC | 160211 | $23.32B | $23.32B | 32 | 2026-06-30 | → |
| 366 | FIRST SENTIER INVESTORS (HONG KONG) LIMITED | 281553 | $23.30B | $32.87B | 87 | 2026-03-31 | → |
| 367 | MS CAPITAL PARTNERS ADVISER INC. | 147521 | $23.28B | $38.76B | 209 | 2026-05-31 | → |
| 368 | ENGINEERS GATE MANAGER LP | 172249 | $23.17B | $23.17B | 296 | 2026-03-31 | → |
| 369 | T.ROWE PRICE HONG KONG LIMITED | 155827 | $22.98B | $42.34B | 134 | 2026-03-31 | → |
| 370 | CBRE INVESTMENT MANAGEMENT, LLC | 109981 | $22.80B | $22.84B | 213 | 2026-03-31 | → |
| 371 | WCM INVESTMENT MANAGEMENT, LLC | 104702 | $22.78B | $96.77B | 102 | 2026-03-31 | → |
| 372 | THRIVENT INVESTMENT CAPITAL ADVISORS, LLC | 338378 | $22.78B | $22.78B | 66 | 2026-03-31 | → |
| 373 | PICTET ASSET MANAGEMENT LIMITED | 105205 | $22.66B | $24.40B | 314 | 2026-06-30 | → |
| 374 | TWENTYFOUR ASSET MANAGEMENT (US) LP | 285791 | $22.57B | $23.48B | 5 | 2026-03-31 | → |
| 375 | LORD, ABBETT & CO. LLC | 110391 | $22.54B | $270.39B | 821 | 2025-12-31 | → |
| 376 | TCMI, INC. | 160389 | $22.51B | $22.51B | 79 | 2026-03-31 | → |
| 377 | ONEX PARTNERS MANAGER LP | 160923 | $22.47B | $22.47B | 180 | 2026-05-31 | → |
| 378 | PINEBRIDGE INVESTMENTS LLC | 285211 | $22.38B | $76.73B | 239 | 2026-05-31 | → |
| 379 | NINETY ONE NORTH AMERICA, INC. | 167922 | $22.31B | $41.47B | 68 | 2026-06-30 | → |
| 380 | WAFRA INC. | 108673 | $22.26B | $29.04B | 158 | 2026-06-30 | → |
| 381 | PRIME FINANCE ADVISOR, L.P. | 159971 | $22.22B | $22.22B | 185 | 2026-05-31 | → |
| 382 | CVC SECONDARY PARTNERS (U.S.), LLC | 289554 | $22.19B | $22.19B | 45 | 2026-03-31 | → |
| 383 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 173961 | $22.15B | $65.60B | 388 | 2026-04-30 | → |
| 384 | DAWSON PARTNERS INC. | 281728 | $22.14B | $22.14B | 231 | 2026-06-30 | → |
| 385 | ALPINVEST PARTNERS B.V. | 159215 | $22.04B | $39.88B | 289 | 2026-03-31 | → |
| 386 | BRIGADE CAPITAL MANAGEMENT, LP | 144078 | $22.01B | $33.02B | 108 | 2026-04-30 | → |
| 387 | PGIM LIMITED | 160005 | $21.97B | $76.45B | 299 | 2026-03-31 | → |
| 388 | RUSSELL INVESTMENTS CAPITAL, LLC | 37550 | $21.96B | $35.03B | 580 | 2026-03-31 | → |
| 389 | RIALTO CAPITAL MANAGEMENT, LLC | 159998 | $21.73B | $21.73B | 82 | 2026-04-30 | → |
| 390 | PALMER SQUARE CAPITAL MANAGEMENT LLC | 155697 | $21.49B | $25.59B | 76 | 2026-05-31 | → |
| 391 | THL MANAGERS VII, LLC | 171042 | $21.48B | $21.48B | 150 | 2026-06-30 | → |
| 392 | HIMALAYA CAPITAL MANAGEMENT LLC | 157594 | $21.39B | $21.39B | 21 | 2026-03-31 | → |
| 393 | UNIVERSA INVESTMENTS L.P. | 146052 | $21.35B | $21.35B | 20 | 2026-03-31 | → |
| 394 | PNMAC CAPITAL MANAGEMENT, LLC | 147101 | $21.35B | $21.35B | 44 | 2026-02-28 | → |
| 395 | LONE PINE CAPITAL LLC | 156602 | $21.26B | $21.62B | 101 | 2026-03-31 | → |
| 396 | STOCKBRIDGE CAPITAL GROUP, LLC | 149002 | $21.19B | $21.55B | 183 | 2026-06-30 | → |
| 397 | FIRST SENTIER INVESTORS (AUSTRALIA) IM LTD | 160034 | $21.14B | $52.93B | 313 | 2026-04-30 | → |
| 398 | CHARLESBANK CAPITAL PARTNERS, LLC | 160256 | $21.06B | $21.06B | 162 | 2026-04-30 | → |
| 399 | ARMOUR CAPITAL MANAGEMENT LP | 164570 | $21.01B | $21.01B | 20 | 2026-03-31 | → |
| 400 | GI MANAGER L.P. | 161573 | $20.80B | $35.74B | 160 | 2026-03-31 | → |
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