Investment Managers: Industry Performance — USA

US companies operating in the same investment managers industry

The list below has US companies that operate under the same industry, investment managers. The list helps track their performance, income statement, and more. Sorted by any necessary metric, it can show the most expensive stocks of the industry such as BlackRock, Inc. or those with the best price dynamics like ATIF Holdings Limited, thus assisting in designing strategies of any focus.

Symbol	Market cap	Price	Change %	Volume	Rel Volume	P/E	EPS dil TTM	EPS dil growth TTM YoY	Div yield % TTM	Sector	Analyst Rating
BX^{Blackstone Inc.}	218.26 B USD	179.95 USD	+1.83%	3.44 M	1.20	61.86	2.91 USD	+21.88%	1.92%	Finance	Neutral
BLK^{BlackRock, Inc.}	155.65 B USD	1,004.96 USD	+0.93%	1.09 M	1.32	23.93	42.00 USD	+15.01%	2.03%	Finance	Buy
KKR^{KKR & Co. Inc.}	139.96 B USD	157.57 USD	+2.83%	3.88 M	1.13	48.75	3.23 USD	+6.27%	0.44%	Finance	Strong buy
UBS^{UBS Group AG Registered}	109.11 B USD	34.04 USD	+2.68%	1.86 M	1.01	38.59	0.88 USD	−90.66%	2.05%	Finance	Neutral
APO^{Apollo Global Management, Inc. (New)}	94.49 B USD	166.99 USD	+0.64%	3.58 M	1.00	17.57	9.50 USD	+99.95%	1.09%	Finance	Strong buy
BN^{Brookfield Corporation}	87.76 B USD	58.18 USD	+1.04%	1.41 M	0.50	123.06	0.47 USD	—	0.52%	Finance	Buy
ARES^{Ares Management Corporation}	37.96 B USD	191.32 USD	+1.82%	721.77 K	0.72	85.94	2.23 USD	+3.82%	1.94%	Finance	Buy
OWL^{Blue Owl Capital Inc.}	36.26 B USD	24.28 USD	+3.76%	7.71 M	1.18	142.66	0.17 USD	+107.56%	2.80%	Finance	Buy
RJF^{Raymond James Financial, Inc.}	34.2 B USD	167.01 USD	+1.28%	1.39 M	1.27	17.22	9.70 USD	+21.94%	1.08%	Finance	Buy
TROW^{T. Rowe Price Group, Inc.}	25.15 B USD	113.21 USD	+0.96%	1.18 M	0.87	12.40	9.13 USD	+30.21%	4.38%	Finance	Sell
BAM^{Brookfield Asset Management Inc}	24.63 B USD	55.57 USD	+0.96%	550.38 K	0.44	50.23	1.11 USD	—	2.59%	Finance	Neutral
TPG^{TPG Inc.}	24.46 B USD	67.03 USD	+2.34%	649.52 K	0.68	—	−0.33 USD	−190.62%	2.46%	Finance	Buy
NTRS^{Northern Trust Corporation}	21.18 B USD	106.87 USD	+0.36%	913.63 K	0.83	13.31	8.03 USD	+52.48%	2.81%	Finance	Neutral
CG^{The Carlyle Group Inc.}	19.76 B USD	55.24 USD	+1.79%	1.71 M	0.84	186.24	0.30 USD	−48.31%	2.53%	Finance	Buy
PFG^{Principal Financial Group Inc}	18.68 B USD	81.66 USD	+0.64%	1.22 M	1.25	—	−0.92 USD	−115.22%	3.49%	Finance	Neutral
CRBG^{Corebridge Financial Inc.}	18.18 B USD	31.95 USD	+0.79%	6.05 M	1.84	—	−2.08 USD	−172.30%	2.88%	Finance	Buy
ARCC^{Ares Capital Corporation}	14.98 B USD	23.18 USD	+0.78%	3.89 M	0.98	8.89	2.61 USD	+14.09%	8.28%	Finance	Strong buy
MORN^{Morningstar, Inc.}	14.03 B USD	327.17 USD	−0.40%	134.41 K	1.18	43.18	7.58 USD	+358.26%	0.50%	Finance	Buy
SF^{Stifel Financial Corporation}	11.66 B USD	113.88 USD	+1.82%	746.52 K	0.99	20.57	5.54 USD	+27.88%	1.48%	Finance	Neutral
SEIC^{SEI Investments Company}	10.76 B USD	83.48 USD	+0.63%	419.34 K	0.77	20.15	4.14 USD	+22.88%	1.14%	Finance	Neutral
BEN^{Franklin Resources, Inc.}	10.25 B USD	19.56 USD	+0.82%	3.81 M	0.95	22.71	0.86 USD	−49.98%	6.39%	Finance	Sell
HQY^{HealthEquity, Inc.}	8.88 B USD	102.42 USD	+2.33%	962.75 K	1.21	93.43	1.10 USD	+226.25%	0.00%	Finance	Strong buy
HLNE^{Hamilton Lane Incorporated}	8.33 B USD	150.26 USD	+0.45%	457.87 K	1.20	32.99	4.55 USD	+49.40%	1.27%	Finance	Neutral
IVZ^{Invesco Ltd}	7.73 B USD	17.20 USD	+1.96%	4.44 M	1.40	—	−0.92 USD	−170.66%	4.74%	Finance	Neutral
STEP^{StepStone Group Inc.}	7.09 B USD	61.57 USD	+0.80%	248.67 K	0.53	99.27	0.62 USD	−42.61%	1.46%	Finance	Buy
CIGI^{Colliers International Group Inc. - Subordinate Voting Shares}	6.96 B USD	137.91 USD	+0.77%	51.1 K	0.51	43.65	3.16 USD	+751.72%	0.21%	Finance	Buy
JHG^{Janus Henderson Group plc}	6.81 B USD	42.86 USD	+1.83%	567.71 K	0.61	16.97	2.53 USD	+24.53%	3.64%	Finance	Neutral
FSK^{FS KKR Capital Corp.}	6.23 B USD	22.26 USD	+0.45%	1.29 M	1.05	11.81	1.89 USD	−21.40%	12.58%	Finance	Neutral
AMG^{Affiliated Managers Group, Inc.}	5.65 B USD	187.00 USD	+0.72%	149.01 K	0.70	12.20	15.32 USD	−48.22%	0.02%	Finance	Neutral
MAIN^{Main Street Capital Corporation}	5.29 B USD	60.04 USD	−0.73%	765.67 K	1.46	10.89	5.51 USD	+11.85%	4.95%	Finance	Neutral
CNS^{Cohen & Steers Inc}	4.46 B USD	88.22 USD	+0.17%	181.86 K	0.99	32.93	2.68 USD	+0.57%	2.68%	Finance	Buy
AB^{AllianceBernstein Holding L.P.}	4.34 B USD	38.30 USD	+4.16%	621.59 K	1.69	10.99	3.49 USD	+57.07%	7.78%	Finance	Buy
VCTR^{Victory Capital Holdings, Inc. Class A Common Stock}	4.3 B USD	66.18 USD	+0.91%	186.48 K	0.63	16.41	4.03 USD	+32.61%	2.35%	Finance	Buy
GBDC^{Golub Capital BDC, Inc.}	4.07 B USD	15.40 USD	+0.46%	988.33 K	0.84	10.99	1.40 USD	−7.84%	10.78%	Finance	Buy
HTGC^{Hercules Capital, Inc.}	3.48 B USD	20.75 USD	+0.39%	931.95 K	0.88	10.37	2.00 USD	+0.23%	7.71%	Finance	Buy
APAM^{Artisan Partners Asset Management Inc.}	3.45 B USD	42.87 USD	+0.92%	377.35 K	0.85	12.19	3.52 USD	+16.79%	6.58%	Finance	Neutral
IFS^{Intercorp Financial Services Inc.}	3.37 B USD	29.16 USD	+0.10%	67.54 K	0.43	11.46	2.54 USD	−6.45%	3.41%	Finance	Strong buy
FHI^{Federated Hermes, Inc.}	3.12 B USD	38.19 USD	−0.16%	561.22 K	0.81	12.26	3.11 USD	+1.18%	3.17%	Finance	Buy
GCMG^{GCM Grosvenor Inc.}	2.46 B USD	12.99 USD	+0.08%	343.32 K	1.08	—	−0.06 USD	+74.60%	3.39%	Finance	Buy
KYN^{Kayne Anderson Energy Infrastructure Fund, Inc.} CEF	2.22 B USD	13.15 USD	+1.15%	1.04 M	1.76	4.22	3.11 USD	—	6.62%	Finance	Neutral
DBRG^{DigitalBridge Group, Inc.} REIT	2.1 B USD	11.28 USD	+0.53%	1.53 M	0.67	14.78	0.76 USD	—	0.35%	Finance	Strong buy
BRDG^{Bridge Investment Group Holdings Inc.}	2.05 B USD	7.87 USD	+2.08%	133.25 K	0.46	—	−0.33 USD	+25.47%	5.34%	Finance	Neutral
TSLX^{Sixth Street Specialty Lending, Inc.}	2.02 B USD	21.65 USD	0.00%	203.35 K	0.72	10.49	2.06 USD	−20.36%	8.50%	Finance	Strong buy
PSEC^{Prospect Capital Corporation}	1.89 B USD	4.33 USD	+0.23%	1.95 M	0.80	—	−0.33 USD	−15,776.19%	15.94%	Finance	Strong sell
PAX^{Patria Investments Limited}	1.79 B USD	11.65 USD	+4.95%	518.89 K	1.11	21.36	0.55 USD	−27.91%	7.50%	Finance	Buy
CODI^{D/B/A Compass Diversified Holdings Shares of Beneficial Interest}	1.63 B USD	21.49 USD	+0.09%	180.48 K	0.99	—	−1.98 USD	−72.05%	4.65%	Finance	Strong buy
PX^{P10, Inc.}	1.49 B USD	13.39 USD	−0.30%	637.63 K	0.99	131.92	0.10 USD	—	1.03%	Finance	Buy
VRTS^{Virtus Investment Partners, Inc.}	1.47 B USD	210.08 USD	−0.43%	33.75 K	1.00	12.77	16.45 USD	−9.94%	3.78%	Finance	Sell
GSBD^{Goldman Sachs BDC, Inc.}	1.44 B USD	12.26 USD	−1.13%	1.09 M	1.09	17.77	0.69 USD	−49.81%	14.68%	Finance	Sell
OCSL^{Oaktree Specialty Lending Corporation}	1.29 B USD	15.68 USD	0.00%	592.51 K	1.17	21.93	0.71 USD	−54.78%	14.03%	Finance	Neutral
MFIC^{MidCap Financial Investment Corporation} CEF	1.27 B USD	13.49 USD	+0.45%	272.96 K	0.85	8.69	1.55 USD	+16.88%	11.27%	Finance	Buy
NMFC^{New Mountain Finance Corporation}	1.22 B USD	11.27 USD	+0.45%	295.93 K	0.77	10.83	1.04 USD	−7.88%	11.36%	Finance	Buy
KBDC^{Kayne Anderson BDC, Inc.} CEF	1.19 B USD	16.69 USD	0.00%	95.51 K	1.14	7.85	2.13 USD	+6.34%	7.19%	Finance	Buy
CSWC^{Capital Southwest Corporation}	1.07 B USD	22.49 USD	−0.13%	304.88 K	0.76	13.61	1.65 USD	−8.26%	10.23%	Finance	Buy
SII^{Sprott Inc.}	1.07 B USD	41.96 USD	−0.02%	96.11 K	1.37	22.99	1.83 USD	+22.26%	2.37%	Finance	Strong buy
BBDC^{Barings BDC, Inc.}	1.02 B USD	9.70 USD	−0.21%	302.45 K	0.85	8.92	1.09 USD	+20.69%	10.72%	Finance	Buy
CGBD^{Carlyle Secured Lending, Inc.}	939.73 M USD	18.46 USD	+0.49%	256.34 K	1.17	10.70	1.72 USD	+31.19%	10.13%	Finance	Neutral
AAMI^{Acadian Asset Management Inc.}	931.83 M USD	24.97 USD	−0.72%	150.17 K	0.75	15.20	1.64 USD	−4.71%	0.16%	Finance	Sell
PFLT^{PennantPark Floating Rate Capital Ltd.}	929.68 M USD	11.17 USD	+0.72%	970.2 K	1.24	7.82	1.43 USD	+103.74%	11.01%	Finance	Buy
SLRC^{SLR Investment Corp.}	913.79 M USD	16.75 USD	+0.60%	115.71 K	0.70	9.44	1.77 USD	+34.85%	9.79%	Finance	Neutral
NOAH^{Noah Holdings Limited} DR	822.14 M USD	10.95 USD	+3.20%	74.56 K	0.71	2.08	5.28 USD	+176.79%	9.47%	Finance	Neutral
AC^{Associated Capital Group, Inc.}	768.38 M USD	36.18 USD	+2.61%	5.98 K	1.64	13.74	2.63 USD	+66.32%	0.55%	Finance	—
FDUS^{Fidus Investment Corporation}	735.95 M USD	21.70 USD	+0.37%	192.34 K	1.13	7.85	2.76 USD	+27.58%	7.93%	Finance	Buy
ABL^{Abacus Life, Inc.}	720 M USD	7.45 USD	+0.95%	153.03 K	0.63	—	−0.18 USD	−15,981.82%	0.00%	Finance	Strong buy
CCAP^{Crescent Capital BDC, Inc.}	716.77 M USD	19.34 USD	−0.10%	74.4 K	0.79	7.59	2.55 USD	+65.06%	8.63%	Finance	Buy
GLAD^{Gladstone Capital Corporation}	665.43 M USD	29.80 USD	+0.17%	83.64 K	0.71	6.91	4.31 USD	+89.52%	6.64%	Finance	Neutral
VINP^{Vinci Partners Investments Ltd.}	633.09 M USD	9.76 USD	+0.83%	50.49 K	0.60	15.34	0.64 USD	−12.93%	0.01%	Finance	Strong buy
ALTI^{AlTi Global, Inc.}	571.89 M USD	4.09 USD	+2.00%	135.89 K	1.41	—	−1.38 USD	+42.91%	0.00%	Finance	Strong buy
GAIN^{Gladstone Investment Corporation - Business Development Company}	486.12 M USD	13.25 USD	−0.23%	140.53 K	1.09	12.49	1.06 USD	−53.35%	7.25%	Finance	Neutral
PNNT^{PennantPark Investment Corporation} CEF	442.71 M USD	6.78 USD	−5.83%	2.26 M	5.91	40.67	0.17 USD	—	13.42%	Finance	Neutral
DHIL^{Diamond Hill Investment Group, Inc.}	408.4 M USD	150.01 USD	+0.46%	11.93 K	0.81	8.52	17.61 USD	+21.40%	4.00%	Finance	—
SCM^{Stellus Capital Investment Corporation}	386.93 M USD	14.30 USD	+0.92%	178.98 K	1.55	7.32	1.95 USD	+281.51%	11.19%	Finance	Neutral
HRZN^{Horizon Technology Finance Corporation} CEF	368.05 M USD	9.23 USD	+0.44%	401.2 K	0.99	—	−0.12 USD	−350.75%	14.30%	Finance	Neutral
SAR^{Saratoga Investment Corp New}	357.22 M USD	24.90 USD	0.00%	88.72 K	1.38	10.03	2.48 USD	+28.25%	11.85%	Finance	Buy
TPVG^{TriplePoint Venture Growth BDC Corp.}	304.77 M USD	7.61 USD	−1.55%	392.75 K	1.43	36.05	0.21 USD	—	18.40%	Finance	Neutral
SAMG^{Silvercrest Asset Management Group Inc.}	249.43 M USD	17.99 USD	+0.78%	15.3 K	0.66	22.90	0.79 USD	−35.41%	4.34%	Finance	Strong buy
WHF^{WhiteHorse Finance, Inc.}	232.2 M USD	9.99 USD	+1.22%	66.15 K	0.85	22.38	0.45 USD	−34.20%	15.42%	Finance	Neutral
MFIN^{Medallion Financial Corp.}	214.99 M USD	9.32 USD	−0.21%	41.82 K	1.04	5.50	1.69 USD	−27.44%	4.40%	Finance	Neutral
MRCC^{Monroe Capital Corporation}	183.51 M USD	8.47 USD	+1.32%	52.29 K	1.08	14.11	0.60 USD	+298.01%	11.81%	Finance	Neutral
OXSQ^{Oxford Square Capital Corp.}	177.2 M USD	2.61 USD	−2.61%	428.44 K	0.88	—	−0.08 USD	−607.64%	16.09%	Finance	Neutral
MYFW^{First Western Financial, Inc.}	170.86 M USD	17.68 USD	+0.51%	35.77 K	1.64	28.79	0.61 USD	−57.12%	0.00%	Finance	Buy
PTMN^{Portman Ridge Finance Corporation}	151.28 M USD	16.42 USD	+1.67%	55.56 K	1.93	43.59	0.38 USD	—	16.81%	Finance	Buy
SSSS^{SuRo Capital Corp.}	148.22 M USD	6.34 USD	−4.80%	332.62 K	1.79	—	−1.92 USD	−1,713.90%	0.00%	Finance	Strong buy
WHG^{Westwood Holdings Group Inc}	142.78 M USD	15.40 USD	+7.84%	13.91 K	1.08	46.98	0.33 USD	−43.79%	3.90%	Finance	—
GECC^{Great Elm Capital Corp.}	123.41 M USD	10.69 USD	−0.65%	10.35 K	0.41	15.39	0.69 USD	−61.83%	13.10%	Finance	Neutral
OFS^{OFS Capital Corporation}	107.85 M USD	8.05 USD	−0.25%	28.72 K	0.67	—	−0.09 USD	−118.78%	16.89%	Finance	Neutral
HNNA^{Hennessy Advisors, Inc.}	96.83 M USD	12.44 USD	+2.05%	13.32 K	1.00	13.55	0.92 USD	+46.41%	4.42%	Finance	—
HPH^{Highest Performances Holdings Inc. - American Depository Shares} DR	65.86 M USD	0.2666 USD	+1.48%	92.62 K	0.50	—	−0.34 USD	−228.45%	0.00%	Finance	—
LRFC^{Logan Ridge Finance Corporation}	63.78 M USD	23.92 USD	−0.62%	8.24 K	1.05	—	−1.27 USD	−19.15%	5.60%	Finance	Strong buy
RAND^{Rand Capital Corporation}	55.97 M USD	21.68 USD	+1.16%	15.41 K	1.19	4.35	4.98 USD	+123.40%	23.20%	Finance	—
GEG^{Great Elm Group, Inc.}	53.69 M USD	1.81 USD	−0.82%	3.63 K	0.35	—	−0.06 USD	−105.95%	0.00%	Finance	—
ICMB^{Investcorp Credit Management BDC, Inc.} CEF	44.37 M USD	3.08 USD	+0.65%	37.67 K	1.65	10.57	0.29 USD	—	15.58%	Finance	Neutral
BCG^{Binah Capital Group, Inc.}	42.34 M USD	2.55 USD	+1.59%	23.15 K	0.38	—	−0.13 USD	+85.65%	0.00%	Finance	—
TURN^{180 Degree Capital Corp.} CEF	39.7 M USD	3.97 USD	+5.87%	194.66 K	7.83	—	−1.72 USD	+22.03%	0.00%	Finance	—
ZBAI^{ATIF Holdings Limited}	21.45 M USD	1.80 USD	+20.00%	169.94 K	1.63	—	−0.27 USD	+23.76%	0.00%	Finance	—
STEC^{Santech Holdings Limited} DR	21 M USD	0.7500 USD	+1.04%	9.03 K	0.12	—	—	—	0.00%	Finance	—
EQS^{Equus Total Return, Inc.} CEF	16.98 M USD	1.25 USD	0.00%	16.16 K	1.43	—	−0.52 USD	−164.50%	0.00%	Finance	—
CWD^{CaliberCos Inc.}	14.29 M USD	0.6360 USD	+4.26%	28.62 K	0.26	—	−0.50 USD	−615.30%	0.00%	Finance	Strong buy
MEGL^{Magic Empire Global Limited}	12.54 M USD	0.6190 USD	+3.40%	201.85 K	0.02	—	−0.00 USD	+87.20%	0.00%	Finance	—
GRNQ^{Greenpro Capital Corp.}	8.11 M USD	1.07 USD	−12.30%	96.17 K	0.16	—	−0.88 USD	−342.13%	0.00%	Finance	—

US stocks

Investment Managers

US companies operating in the same investment managers industry