Company lists · Data refreshed November 2026
Top 25 Portfolio managers based in the United States
RevenueBase identified 2,176 company matches for portfolio managers associated with the United States as of November 2026 and tracks 35,203 professional contacts across them, including 17,913 with verified work emails. New York is the largest hub.
This list covers company matches for 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.
The 25 largest portfolio managers based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 4,736 contacts → | ||||
Exact match “Our ambition at Citadel is to be the most successful investment firm of all time.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 3,019 contacts → | ||||
Exact match “The D.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 1,882 contacts → | ||||
Exact match “We are a global investment firm that aims to help pension plans, endowments & foundations, healthcare systems, and private clients achieve their investment goals and maximize…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 1,791 contacts → | ||||
Exact match “At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 1,437 contacts → | ||||
Exact match “Fortress Investment Group LLC is a leading, highly diversified global investment manager.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 648 contacts → | ||||
Exact match “EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $49.1 billion in client assets under management (as of 6/30/26).” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 450 contacts → | ||||
Exact match “4 Reasons Why You Should Hire David E.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 334 contacts → | ||||
Exact match “49 Financial strives to serve people by taking a holistic approach when looking at their financial situation.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 314 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 | |||||
| 10 | 283 contacts → | ||||
Exact match “Thornburg is a privately owned, global investment firm delivering active, high-conviction portfolios to institutions, advisors, and investors.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 280 contacts → | ||||
Exact match “We’re an asset manager focused on curating an intentionally select suite of active ETFs that we believe have the potential to produce compelling, risk-adjusted returns within a…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 235 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 | |||||
| 13 | 206 contacts → | ||||
Exact match “Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 198 contacts → | ||||
Exact match “First Manhattan is a $36B+ AuM investment advisory firm that seeks to deliver strong financial returns, customized wealth planning advice, and personalized client service.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 192 contacts → | ||||
Exact match “Central Trust Company is one of the leading providers of asset management services in Missouri, with offices in St.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 167 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 | |||||
| 17 | 163 contacts → | ||||
Exact match “At Apella, our focus is You.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 162 contacts → | ||||
Exact match “Third Point LLC (“Third Point”) is an SEC-registered investment adviser based in New York City.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 160 contacts → | ||||
Exact match “Meeder Investment Management has helped clients successfully reach their financial goals since 1974.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 155 contacts → | ||||
Exact match “Boyd Watterson Asset Management is an employee-owned firm that traces its roots to 1928.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 150 contacts → | ||||
Exact match “FNY Investment Advisers is a multi-strategy investment firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 145 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 144 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 | |||||
| 24 | 138 contacts → | ||||
Exact match “HBKS Wealth Advisors(HBKS) provides wealth and asset management services to individuals, families, businesses, nonprofits, and other organizations.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 136 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 | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “portfolio managers”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 2,176 portfolio managers based in the United States
See the full list, filter by size, metro and specialty, and access 17,913 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Portfolio managers based in the United States at a glance
As of Nov 6, 2026Companies by employee count
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 2,176 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 “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 17,913 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.
Portfolio managers by metro
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 “portfolio managers”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many portfolio managers are there based in the United States?
RevenueBase identified 2,176 company matches for 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?
Citadel tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most portfolio managers?
New York leads with 144 company records, followed by San Francisco (38) and Boston (36).
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 17,913 professional contacts with verified work emails tracked across these 2,176 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.
Ready to reach these companies? Verified emails and direct dials for all 2,176 portfolio managers based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Portfolio managers by geography
- Portfolio managers based in Sydney, Australia
- Portfolio managers based in Sao Paulo, Brazil
- Portfolio managers based in Toronto, Canada
- Portfolio managers based in Paris, France
- Portfolio managers based in Mumbai, India
- Portfolio managers based in London, United Kingdom
- Portfolio managers based in Atlanta, United States
- Portfolio managers based in Boston, United States
- Portfolio managers based in Chicago, United States
- Portfolio managers based in Dallas, United States
- Portfolio managers based in Houston, United States
- Portfolio managers based in Los Angeles, United States
Browse the directory
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Portfolio managers based in Sydney, Australia
- Portfolio managers based in Sao Paulo, Brazil
- Portfolio managers based in Toronto, Canada
- Portfolio managers based in Paris, France
- Portfolio managers based in Mumbai, India
- Portfolio managers based in London, United Kingdom
Company intelligence · public preview
Top 25 portfolio managers based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 2,176 matching company records for portfolio managers based in the United States, with 35,203 tracked contacts and 17,913 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 portfolio managers based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Citadelcitadel.comHQ: Miami, FL, United StatesReported employees: 1,001-5,000 | Miami, FL, United States | 1,001-5,000 | Exact match | 4,736 contacts → |
“Our ambition at Citadel is to be the most successful investment firm of all time.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  The D. E. Shaw Groupdeshaw.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 3,019 contacts → |
“The D.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Cambridge Associatescambridgeassociates.comHQ: Boston, MA, United StatesReported employees: 1,001-5,000 | Boston, MA, United States | 1,001-5,000 | Exact match | 1,882 contacts → |
“We are a global investment firm that aims to help pension plans, endowments & foundations, healthcare systems, and private clients achieve their investment goals and maximize…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Rockefeller Capital Managementrockco.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,791 contacts → |
“At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Fortress Investment Groupfortress.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,437 contacts → |
“Fortress Investment Group LLC is a leading, highly diversified global investment manager.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  EP Wealth Advisorsepwealth.comHQ: Torrance, CA, United StatesReported employees: 501-1,000 | Torrance, CA, United States | 501-1,000 | Exact match | 648 contacts → |
“EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $49.1 billion in client assets under management (as of 6/30/26).” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Retire On Timeretireontime.netHQ: Ann Arbor, MI, United StatesReported employees: Not recorded | Ann Arbor, MI, United States | Not recorded | Exact match | 450 contacts → |
“4 Reasons Why You Should Hire David E.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  49 Financial49financial.comHQ: Austin, CA, United StatesReported employees: 51-200 | Austin, CA, United States | 51-200 | Exact match | 334 contacts → |
“49 Financial strives to serve people by taking a holistic approach when looking at their financial situation.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: Hartford, CT, United StatesReported employees: 201-500 | Hartford, CT, United States | 201-500 | Exact match | 314 contacts → |
“Hartford Investment Management Company (HIMCO) has been providing investment advice for over 45 years.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Thornburg Investment Managementthornburg.comHQ: Santa Fe, NM, United StatesReported employees: 201-500 | Santa Fe, NM, United States | 201-500 | Exact match | 283 contacts → |
“Thornburg is a privately owned, global investment firm delivering active, high-conviction portfolios to institutions, advisors, and investors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Harbor Capital Advisors, INCharborcapital.comHQ: Chicago, MA, United StatesReported employees: 51-200 | Chicago, MA, United States | 51-200 | Exact match | 280 contacts → |
“We’re an asset manager focused on curating an intentionally select suite of active ETFs that we believe have the potential to produce compelling, risk-adjusted returns within a…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Sterling Capital Management LLCsterlingcapital.comHQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 235 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Jordan Park Groupjordanpark.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 206 contacts → |
“Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  First Manhattanfirstmanhattan.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 198 contacts → |
“First Manhattan is a $36B+ AuM investment advisory firm that seeks to deliver strong financial returns, customized wealth planning advice, and personalized client service.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Central Trustcentraltrust.netHQ: Jefferson City, KS, United StatesReported employees: 51-200 | Jefferson City, KS, United States | 51-200 | Exact match | 192 contacts → |
“Central Trust Company is one of the leading providers of asset management services in Missouri, with offices in St.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Weiss Asset Managementweissasset.comHQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 167 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Apella Wealthapellawealth.comHQ: West Hartford, CT, United StatesReported employees: 51-200 | West Hartford, CT, United States | 51-200 | Exact match | 163 contacts → |
“At Apella, our focus is You.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Third Point LLCthirdpoint.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 162 contacts → |
“Third Point LLC (“Third Point”) is an SEC-registered investment adviser based in New York City.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Meeder Investment Managementmeederinvestment.comHQ: Dublin, OH, United StatesReported employees: 51-200 | Dublin, OH, United States | 51-200 | Exact match | 160 contacts → |
“Meeder Investment Management has helped clients successfully reach their financial goals since 1974.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Boyd Watterson Asset Managementboydwatterson.comHQ: Cleveland, DC, United StatesReported employees: 51-200 | Cleveland, DC, United States | 51-200 | Exact match | 155 contacts → |
“Boyd Watterson Asset Management is an employee-owned firm that traces its roots to 1928.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  First NEW Yorkfirstny.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 150 contacts → |
“FNY Investment Advisers is a multi-strategy investment firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Fort Washington Investment Advisors, INCfortwashington.comHQ: Cincinnati, OH, United StatesReported employees: 51-200 | Cincinnati, OH, United States | 51-200 | Exact match | 145 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 23 |  Zacks Investment Managementzacksim.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 144 contacts → |
“In 1992, Zacks Investment Management was established as a wholly owned subsidiary of Zacks Investment Research.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Hbks Wealth Advisorshbkswealth.comHQ: Erie, OH, United StatesReported employees: 51-200 | Erie, OH, United States | 51-200 | Exact match | 138 contacts → |
“HBKS Wealth Advisors(HBKS) provides wealth and asset management services to individuals, families, businesses, nonprofits, and other organizations.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Kayne Anderson Rudnickkayne.comHQ: Los Angeles, CA, United StatesReported employees: 51-200 | Los Angeles, CA, United States | 51-200 | Exact match | 136 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 2,176 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Portfolio managers: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
2,168 records in the displayed employee bands.
8 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 2,176 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Portfolio managers by metro
Questions about this company list
What does Exact match mean for portfolio managers?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many portfolio managers did RevenueBase find based in the United States?
The saved snapshot records 2,176 matching company records, 35,203 tracked contacts and 17,913 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Portfolio managers by geography
- Portfolio managers based in Sydney, Australia
- Portfolio managers based in Sao Paulo, Brazil
- Portfolio managers based in Toronto, Canada
- Portfolio managers based in Paris, France
- Portfolio managers based in Mumbai, India
- Portfolio managers based in London, United Kingdom
- Portfolio managers based in Atlanta, United States
- Portfolio managers based in Boston, United States
- Portfolio managers based in Chicago, United States
- Portfolio managers based in Dallas, United States
- Portfolio managers based in Houston, United States
- Portfolio managers based in Los Angeles, United States
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 portfolio managers based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/portfolio-managers/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Portfolio managers based in Sydney, Australia
- Portfolio managers based in Sao Paulo, Brazil
- Portfolio managers based in Toronto, Canada
- Portfolio managers based in Paris, France
- Portfolio managers based in Mumbai, India
- Portfolio managers based in London, United Kingdom
Company intelligence · public preview
Top 25 portfolio managers based in the United States
RevenueBase records 2,176 matching company records for portfolio managers based in the United States, with 35,203 tracked contacts and 17,913 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 portfolio managers based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Citadelcitadel.com HQ: Miami, FL, United StatesReported employees: 1,001-5,000 | Miami, FL, United States | 1,001-5,000 | Exact match | 4,736 contacts → |
“Our ambition at Citadel is to be the most successful investment firm of all time.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | The D. E. Shaw Groupdeshaw.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 3,019 contacts → |
“The D.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Cambridge Associatescambridgeassociates.com HQ: Boston, MA, United StatesReported employees: 1,001-5,000 | Boston, MA, United States | 1,001-5,000 | Exact match | 1,882 contacts → |
“We are a global investment firm that aims to help pension plans, endowments & foundations, healthcare systems, and private clients achieve their investment goals and maximize…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Rockefeller Capital Managementrockco.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,791 contacts → |
“At Rockefeller Capital Management, we aspire to bring the unique promise of the Rockefeller legacy together with a culture of innovation and cutting-edge technology to help…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Fortress Investment Groupfortress.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,437 contacts → |
“Fortress Investment Group LLC is a leading, highly diversified global investment manager.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | EP Wealth Advisorsepwealth.com HQ: Torrance, CA, United StatesReported employees: 501-1,000 | Torrance, CA, United States | 501-1,000 | Exact match | 648 contacts → |
“EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $49.1 billion in client assets under management (as of 6/30/26).” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Retire On Timeretireontime.net HQ: Ann Arbor, MI, United StatesReported employees: Not recorded | Ann Arbor, MI, United States | Not recorded | Exact match | 450 contacts → |
“4 Reasons Why You Should Hire David E.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | 49 Financial49financial.com HQ: Austin, CA, United StatesReported employees: 51-200 | Austin, CA, United States | 51-200 | Exact match | 334 contacts → |
“49 Financial strives to serve people by taking a holistic approach when looking at their financial situation.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: Hartford, CT, United StatesReported employees: 201-500 | Hartford, CT, United States | 201-500 | Exact match | 314 contacts → |
“Hartford Investment Management Company (HIMCO) has been providing investment advice for over 45 years.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Thornburg Investment Managementthornburg.com HQ: Santa Fe, NM, United StatesReported employees: 201-500 | Santa Fe, NM, United States | 201-500 | Exact match | 283 contacts → |
“Thornburg is a privately owned, global investment firm delivering active, high-conviction portfolios to institutions, advisors, and investors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Harbor Capital Advisors, INCharborcapital.com HQ: Chicago, MA, United StatesReported employees: 51-200 | Chicago, MA, United States | 51-200 | Exact match | 280 contacts → |
“We’re an asset manager focused on curating an intentionally select suite of active ETFs that we believe have the potential to produce compelling, risk-adjusted returns within a…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Sterling Capital Management LLCsterlingcapital.com HQ: Charlotte, NC, United StatesReported employees: 51-200 | Charlotte, NC, United States | 51-200 | Exact match | 235 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Jordan Park Groupjordanpark.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 206 contacts → |
“Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | First Manhattanfirstmanhattan.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 198 contacts → |
“First Manhattan is a $36B+ AuM investment advisory firm that seeks to deliver strong financial returns, customized wealth planning advice, and personalized client service.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Central Trustcentraltrust.net HQ: Jefferson City, KS, United StatesReported employees: 51-200 | Jefferson City, KS, United States | 51-200 | Exact match | 192 contacts → |
“Central Trust Company is one of the leading providers of asset management services in Missouri, with offices in St.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Weiss Asset Managementweissasset.com HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 167 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Apella Wealthapellawealth.com HQ: West Hartford, CT, United StatesReported employees: 51-200 | West Hartford, CT, United States | 51-200 | Exact match | 163 contacts → |
“At Apella, our focus is You.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Third Point LLCthirdpoint.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 162 contacts → |
“Third Point LLC (“Third Point”) is an SEC-registered investment adviser based in New York City.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Meeder Investment Managementmeederinvestment.com HQ: Dublin, OH, United StatesReported employees: 51-200 | Dublin, OH, United States | 51-200 | Exact match | 160 contacts → |
“Meeder Investment Management has helped clients successfully reach their financial goals since 1974.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Boyd Watterson Asset Managementboydwatterson.com HQ: Cleveland, DC, United StatesReported employees: 51-200 | Cleveland, DC, United States | 51-200 | Exact match | 155 contacts → |
“Boyd Watterson Asset Management is an employee-owned firm that traces its roots to 1928.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | First NEW Yorkfirstny.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 150 contacts → |
“FNY Investment Advisers is a multi-strategy investment firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Fort Washington Investment Advisors, INCfortwashington.com HQ: Cincinnati, OH, United StatesReported employees: 51-200 | Cincinnati, OH, United States | 51-200 | Exact match | 145 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 23 | Zacks Investment Managementzacksim.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 144 contacts → |
“In 1992, Zacks Investment Management was established as a wholly owned subsidiary of Zacks Investment Research.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Hbks Wealth Advisorshbkswealth.com HQ: Erie, OH, United StatesReported employees: 51-200 | Erie, OH, United States | 51-200 | Exact match | 138 contacts → |
“HBKS Wealth Advisors(HBKS) provides wealth and asset management services to individuals, families, businesses, nonprofits, and other organizations.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Kayne Anderson Rudnickkayne.com HQ: Los Angeles, CA, United StatesReported employees: 51-200 | Los Angeles, CA, United States | 51-200 | Exact match | 136 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 2,176 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Portfolio managers: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
2,168 records in the displayed employee bands.
8 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 2,176 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Portfolio managers by metro
Questions about this company list
What does Exact match mean for portfolio managers?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many portfolio managers did RevenueBase find based in the United States?
The saved snapshot records 2,176 matching company records, 35,203 tracked contacts and 17,913 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Portfolio managers by geography
- Portfolio managers based in Sydney, Australia
- Portfolio managers based in Sao Paulo, Brazil
- Portfolio managers based in Toronto, Canada
- Portfolio managers based in Paris, France
- Portfolio managers based in Mumbai, India
- Portfolio managers based in London, United Kingdom
- Portfolio managers based in Atlanta, United States
- Portfolio managers based in Boston, United States
- Portfolio managers based in Chicago, United States
- Portfolio managers based in Dallas, United States
- Portfolio managers based in Houston, United States
- Portfolio managers based in Los Angeles, United States
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 portfolio managers based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/portfolio-managers/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Portfolio managers based in Sydney, Australia
- Portfolio managers based in Sao Paulo, Brazil
- Portfolio managers based in Toronto, Canada
- Portfolio managers based in Paris, France
- Portfolio managers based in Mumbai, India
- Portfolio managers based in London, United Kingdom