Company lists · Data refreshed November 2026

Top 25 Algorithm-based portfolio managers based in the United States

RevenueBase identified 901 company matches for algorithm-based portfolio managers associated with the United States as of November 2026 and tracks 19,106 professional contacts across them, including 9,125 with verified work emails. New York is the largest hub.

This list covers company matches for algorithm-based portfolio managers associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 6, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Nov 6, 2026 How this list was built
901Companies
19,106Contacts tracked
9,125Verified emails
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The 25 largest algorithm-based portfolio managers based in the United States

Ranked by team size
Top 25 of 901 company matches for algorithm-based portfolio managers based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchNew York, NY, United StatesHQ recorded Nov 6, 20261,001-5,0003,019 contacts →

Exact match

“The D.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2Exact matchOld Greenwich, CT, United StatesHQ recorded Nov 6, 20261,001-5,0002,993 contacts →

Exact match

“WorldQuant is a global quantitative asset management firm with over $7 billion in assets under management.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3Exact matchNew York, NY, United StatesHQ recorded Nov 6, 20261,001-5,0002,245 contacts →

Exact match

“Two Sigma is a leading quantitative investment management and trading firm with more than $75 billion in assets under management.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4Exact matchMilwaukee, WI, United StatesHQ recorded Nov 6, 2026501-1,000686 contacts →

Exact match

“Artisan Partners is a global multi-asset investment platform providing a broad range of high value-added investment strategies in growing asset classes to sophisticated clients…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5Exact matchNew York, NY, United StatesHQ recorded Nov 6, 202651-200566 contacts →

Exact match

“Cubist Systematic Strategies is the systematic investing business of Point72.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6Exact matchNew York, NY, United StatesHQ recorded Nov 6, 202651-200489 contacts →

Exact match

“Public is the investing platform built for those who take it seriously-with technology that makes building a multi-asset portfolio, fast, frictionless, and secure.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7Exact matchBoston, MA, United StatesHQ recorded Nov 6, 2026201-500468 contacts →

Exact match

“Acadian Asset Management is a global, systematic investment manager.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8Exact matchWakefield, MA, United StatesHQ recorded Nov 6, 2026201-500466 contacts →

Exact match

“Headquartered outside of Boston, Mass.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9Exact matchHartford, CT, United StatesHQ recorded Nov 6, 2026201-500314 contacts →

Exact match

“Hartford Investment Management Company (HIMCO) has been providing investment advice for over 45 years.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10Exact matchTampa, FL, United StatesHQ recorded Nov 6, 2026201-500266 contacts →

Exact match

“DoubleLine is an independent, employee-owned money management firm, founded in 2009.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11Exact matchCharlotte, NC, United StatesHQ recorded Nov 6, 202651-200235 contacts →

Exact match

“Sterling Capital Management LLC, founded in 1970 and headquartered in Charlotte, NC, is an indirect, wholly-owned asset manager subsidiary of Guardian Capital Group Limited…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12Exact matchRye, NY, United StatesHQ recorded Nov 6, 2026201-500184 contacts →

Exact match

“GAMCO Investors, Inc.(OTCQX: GAMI) is a pioneer in value equity and is recognized to have developed the Private Market Value with a Catalyst™ stock selection process.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13Exact matchBoston, MA, United StatesHQ recorded Nov 6, 202651-200167 contacts →

Exact match

“For over 30 years, Weiss Asset Management has developed proprietary value-based investment strategies designed to deliver high risk-adjusted returns to our investors, who include…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14Exact matchWest Hartford, CT, United StatesHQ recorded Nov 6, 202651-200163 contacts →

Exact match

“At Apella, our focus is You.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15Exact matchChicago, IL, United StatesHQ recorded Nov 6, 202651-200144 contacts →

Exact match

“In 1992, Zacks Investment Management was established as a wholly owned subsidiary of Zacks Investment Research.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16Exact matchLos Angeles, CA, United StatesHQ recorded Nov 6, 202651-200136 contacts →

Exact match

“Kayne Anderson Rudnick "KAR" is an investment advisory firm founded in 1984 to manage capital for its founders, including John Anderson (member of the Forbes 400 and benefactor of…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17Exact matchNew York, NY, United StatesHQ recorded Nov 6, 202651-200136 contacts →

Exact match

“Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios at scale.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18Exact matchLos Angeles, CA, United StatesHQ recorded Nov 6, 202651-200125 contacts →

Exact match

“Los Angeles Capital Management (LACM) was founded in 2002 by principals seeking to build an independent, client-centric firm focused on Los Angeles Capital's Dynamic Alpha Stock…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19Exact matchChicago, IL, United StatesHQ recorded Nov 6, 202651-200122 contacts →

Exact match

“Aquatic manages systematic investment strategies, combining a high-performance research and development platform with disciplined risk management.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20Exact matchMadison, WI, United StatesHQ recorded Nov 6, 202651-200106 contacts →

Exact match

“Madison Investments is 100% employee-owned and has been based in Wisconsin’s capital city since its founding in 1974.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21Exact matchMountain View, CA, United StatesHQ recorded Nov 6, 202651-200105 contacts →

Exact match

“Arta is an AI-driven wealth and financial technology company headquartered in the United States and Singapore.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22Exact matchStamford, CT, United StatesHQ recorded Nov 6, 202651-20096 contacts →

Exact match

“A Franklin Templeton company, O’Shaughnessy Asset Management (OSAM) combines deep research, advanced software, and a focus on tax-aware investing to deliver factor-based…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23Exact matchHouston, TX, United StatesHQ recorded Nov 6, 202611-5083 contacts →

Exact match

“Sanders Morris was founded in 1987 to formulate a financial services firm that could not only capitalize on investment opportunities – but could actually create them.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24Exact matchSan Francisco, CA, United StatesHQ recorded Nov 6, 202651-20079 contacts →

Exact match

“Jacobi’s platform technology supports the design and management of multi-asset portfolios at scale, streamlining investment workflows and enabling dynamic client engagement.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25Exact matchGlastonbury, CT, United StatesHQ recorded Nov 6, 202651-20076 contacts →

Exact match

“Symmetry Partners brings decades of experience and commitment to helping Advisors and their clients achieve their most important goals with confidence.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase

Showing 25 of 901 algorithm-based portfolio managers based in the United States

See the full list, filter by size, metro and specialty, and access 9,125 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Algorithm-based portfolio managers based in the United States at a glance

As of Nov 6, 2026
47.8%Verified-email coverage
21.2Average contacts per company
1-10Median size (employees)
13.2%Largest-city concentration · New York
Nov 6, 2026Page data refreshed

Companies by employee count

1-10
618
11-50
220
51-200
42
201-500
11
501-1,000
3
1,001-5,000
4
5,001-10,000
1

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 901 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies
Company records associated with the United States whose business descriptions match “algorithm-based portfolio managers” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch
Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview
The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every displayed company carries at least one verified work email. RevenueBase tracks 9,125 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on November 6, 2026. Lists refresh periodically as the graph is re-checked.
Record context
Company records and descriptions can change. Check the company's website for its current services and locations.

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “algorithm-based portfolio managers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many algorithm-based portfolio managers are there based in the United States?

RevenueBase identified 901 company matches for algorithm-based portfolio managers associated with the United States as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

The D. E. Shaw Group tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most algorithm-based portfolio managers?

New York leads with 119 company records, followed by San Francisco (50) and Chicago (28).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 9,125 professional contacts with verified work emails tracked across these 901 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 6, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.