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 CaliberCos Inc., 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.}	202.278 B USD	167.04 USD	−0.65%	2.384 M	0.80	57.42	2.91 USD	+21.88%	2.05%	Finance	Neutral
MS^{Morgan Stanley}	187.899 B USD	116.14 USD	−0.61%	4.367 M	0.77	17.66	6.58 USD	—	3.04%	Finance	Neutral
BLK^{BlackRock, Inc.}	146.869 B USD	991.50 USD	+0.65%	512.484 K	1.15	24.47	40.52 USD	+13.65%	2.06%	Finance	Buy
KKR^{KKR & Co. Inc.}	121.411 B USD	136.81 USD	−0.56%	2.013 M	0.69	41.65	3.28 USD	+8.00%	0.49%	Finance	Strong buy
UBS^{UBS Group AG Registered}	99.394 B USD	31.01 USD	−0.32%	1.024 M	0.72	35.15	0.88 USD	—	2.35%	Finance	Neutral
BN^{Brookfield Corporation}	81.21 B USD	53.86 USD	+1.35%	1.884 M	1.30	94.28	0.57 USD	+594.71%	0.57%	Finance	Buy
APO^{Apollo Global Management, Inc. (New)}	79.41 B USD	139.43 USD	−1.11%	3.729 M	1.55	14.97	9.31 USD	+336.13%	1.27%	Finance	Buy
ARES^{Ares Management Corporation}	31.67 B USD	159.68 USD	−1.35%	1.416 M	1.19	70.49	2.27 USD	+5.64%	2.20%	Finance	Buy
OWL^{Blue Owl Capital Inc.}	30.689 B USD	20.97 USD	−2.24%	6.287 M	0.91	110.25	0.19 USD	+131.95%	2.98%	Finance	Buy
RJF^{Raymond James Financial, Inc.}	29.55 B USD	145.35 USD	+0.73%	1.031 M	0.75	14.98	9.70 USD	+22.00%	1.25%	Finance	Buy
TROW^{T. Rowe Price Group, Inc.}	25.04 B USD	112.49 USD	+0.38%	1.921 M	1.54	12.32	9.13 USD	+30.21%	4.41%	Finance	Sell
BAM^{Brookfield Asset Management Inc}	22.942 B USD	54.77 USD	+2.97%	3.619 M	3.10	50.00	1.10 USD	—	2.67%	Finance	Neutral
TPG^{TPG Inc.}	22.543 B USD	61.79 USD	−6.29%	2.132 M	1.80	—	−0.34 USD	−634.85%	2.65%	Finance	Buy
NTRS^{Northern Trust Corporation}	19.869 B USD	100.24 USD	+0.31%	761.299 K	0.49	12.48	8.03 USD	—	3.00%	Finance	Neutral
CRBG^{Corebridge Financial Inc.}	18.678 B USD	31.55 USD	−0.22%	2.57 M	1.08	9.83	3.21 USD	−0.95%	2.91%	Finance	Buy
PFG^{Principal Financial Group Inc}	18.655 B USD	81.56 USD	−0.75%	1.126 M	0.83	—	−0.92 USD	−115.22%	3.39%	Finance	Neutral
CG^{The Carlyle Group Inc.}	17.484 B USD	49.06 USD	−1.72%	1.204 M	0.75	—	−1.11 USD	−199.74%	2.80%	Finance	Buy
MORN^{Morningstar, Inc.}	14.183 B USD	330.73 USD	+0.71%	140.572 K	1.05	43.65	7.58 USD	+358.26%	0.49%	Finance	Buy
ARCC^{Ares Capital Corporation}	13.49 B USD	20.88 USD	−0.57%	2.956 M	1.15	8.01	2.61 USD	+14.09%	9.14%	Finance	Buy
BEN^{Franklin Resources, Inc.}	10.544 B USD	20.16 USD	−3.26%	12.31 M	2.94	12.42	1.62 USD	+1.42%	5.95%	Finance	Sell
SF^{Stifel Financial Corporation}	10.358 B USD	101.24 USD	−1.97%	812.95 K	1.26	18.30	5.53 USD	+27.78%	1.57%	Finance	Neutral
SEIC^{SEI Investments Company}	9.753 B USD	75.66 USD	−0.20%	555.432 K	0.58	18.27	4.14 USD	+22.88%	1.21%	Finance	Neutral
HLNE^{Hamilton Lane Incorporated}	9.682 B USD	178.65 USD	−0.69%	341.145 K	1.20	41.63	4.29 USD	+47.58%	1.04%	Finance	Neutral
IVZ^{Invesco Ltd}	7.852 B USD	17.47 USD	−1.74%	2.787 M	0.68	—	−0.92 USD	−170.66%	4.56%	Finance	Neutral
CIGI^{Colliers International Group Inc. - Subordinate Voting Shares}	7.744 B USD	154.03 USD	+1.38%	108.439 K	1.07	52.92	2.91 USD	+2,397.32%	0.19%	Finance	Buy
HQY^{HealthEquity, Inc.}	7.593 B USD	86.95 USD	+0.72%	518.818 K	1.26	72.44	1.20 USD	+709.92%	0.00%	Finance	Strong buy
STEP^{StepStone Group Inc.}	6.984 B USD	59.23 USD	+0.39%	444.922 K	1.23	75.89	0.78 USD	+314.50%	1.47%	Finance	Buy
JHG^{Janus Henderson Group plc}	6.608 B USD	41.56 USD	−0.22%	813.74 K	0.75	16.46	2.53 USD	+24.53%	3.75%	Finance	Neutral
FSK^{FS KKR Capital Corp.}	5.613 B USD	20.04 USD	−0.50%	1.141 M	1.00	8.87	2.26 USD	+125.14%	13.90%	Finance	Buy
AMG^{Affiliated Managers Group, Inc.}	5.279 B USD	177.06 USD	−8.64%	503.324 K	2.88	11.55	15.33 USD	−48.21%	0.02%	Finance	Buy
CNS^{Cohen & Steers Inc}	4.952 B USD	97.96 USD	−0.08%	175.29 K	0.74	36.58	2.68 USD	+0.52%	2.39%	Finance	Neutral
MAIN^{Main Street Capital Corporation}	4.349 B USD	49.95 USD	−1.42%	547.377 K	1.86	9.35	5.34 USD	+20.79%	6.30%	Finance	Neutral
AB^{AllianceBernstein Holding L.P.}	4.096 B USD	36.11 USD	−3.53%	322.488 K	1.06	10.36	3.49 USD	+57.07%	7.64%	Finance	Buy
GBDC^{Golub Capital BDC, Inc.}	3.951 B USD	14.93 USD	−0.99%	1.011 M	0.87	9.10	1.64 USD	+69.29%	10.54%	Finance	Buy
VCTR^{Victory Capital Holdings, Inc. Class A Common Stock}	3.848 B USD	59.31 USD	−1.35%	271.195 K	1.16	16.65	3.56 USD	+8.38%	2.39%	Finance	Buy
APAM^{Artisan Partners Asset Management Inc.}	3.575 B USD	44.48 USD	0.00%	385.554 K	0.84	12.65	3.52 USD	+16.79%	5.96%	Finance	Neutral
FHI^{Federated Hermes, Inc.}	3.274 B USD	40.02 USD	−1.28%	525.596 K	0.55	12.85	3.11 USD	+1.18%	2.91%	Finance	Buy
IFS^{Intercorp Financial Services Inc.}	3.111 B USD	26.95 USD	−0.99%	138.368 K	0.85	12.84	2.10 USD	—	3.69%	Finance	Strong buy
HTGC^{Hercules Capital, Inc.}	3.108 B USD	19.13 USD	−0.52%	1.57 M	1.79	9.56	2.00 USD	+0.23%	8.32%	Finance	Buy
BRDG^{Bridge Investment Group Holdings Inc.}	2.763 B USD	10.62 USD	+1.14%	166.099 K	0.93	—	−0.41 USD	−79.06%	4.67%	Finance	Buy
DBRG^{DigitalBridge Group, Inc.} REIT	2.496 B USD	12.57 USD	−6.26%	4.577 M	1.57	16.47	0.76 USD	—	0.30%	Finance	Strong buy
PSEC^{Prospect Capital Corporation}	2.199 B USD	5.08 USD	−0.97%	2.225 M	1.15	22.14	0.23 USD	—	14.04%	Finance	Strong sell
GCMG^{GCM Grosvenor Inc.}	2.166 B USD	11.47 USD	−0.26%	161.014 K	0.93	—	−0.04 USD	+82.53%	3.83%	Finance	Buy
KYN^{Kayne Anderson Energy Infrastructure Fund, Inc.} MF	1.957 B USD	11.61 USD	+0.35%	302.946 K	0.97	3.73	3.11 USD	—	7.52%	Finance	—
TSLX^{Sixth Street Specialty Lending, Inc.}	1.865 B USD	20.05 USD	−1.04%	487.749 K	1.71	8.46	2.37 USD	+3.85%	9.08%	Finance	Strong buy
PAX^{Patria Investments Limited}	1.81 B USD	11.85 USD	+1.63%	709.57 K	1.21	—	—	—	7.92%	Finance	Buy
OBDE^{Blue Owl Capital Corporation III}	1.771 B USD	14.36 USD	−0.76%	217.62 K	0.94	7.11	2.02 USD	−14.40%	0.00%	Finance	Strong buy
CODI^{D/B/A Compass Diversified Holdings Shares of Beneficial Interest}	1.591 B USD	21.03 USD	+0.05%	199.818 K	1.24	—	−1.98 USD	−72.05%	4.76%	Finance	Buy
VRTS^{Virtus Investment Partners, Inc.}	1.526 B USD	215.45 USD	−0.74%	20.282 K	0.71	13.10	16.45 USD	−9.95%	3.66%	Finance	Sell
GSBD^{Goldman Sachs BDC, Inc.}	1.509 B USD	12.91 USD	−2.27%	988.902 K	1.66	15.30	0.84 USD	+1.61%	13.63%	Finance	Sell
OCSL^{Oaktree Specialty Lending Corporation}	1.282 B USD	15.59 USD	−2.32%	1.029 M	2.15	18.09	0.86 USD	−28.26%	13.78%	Finance	Buy
MFIC^{MidCap Financial Investment Corporation} MF	1.245 B USD	13.14 USD	−1.05%	342.985 K	1.19	7.71	1.71 USD	+52.83%	11.45%	Finance	Buy
PX^{P10, Inc.}	1.212 B USD	10.85 USD	−0.37%	192.22 K	0.82	627.17	0.02 USD	−83.22%	1.24%	Finance	Buy
NMFC^{New Mountain Finance Corporation}	1.165 B USD	10.80 USD	−2.70%	1.549 M	2.70	10.37	1.04 USD	−7.88%	11.53%	Finance	Buy
KBDC^{Kayne Anderson BDC, Inc.} CEF	1.158 B USD	16.12 USD	−1.04%	12.636 K	0.47	8.32	1.94 USD	−9.84%	0.00%	Finance	Buy
SII^{Sprott Inc.}	1.104 B USD	43.48 USD	−2.01%	82.025 K	0.70	27.66	1.57 USD	+13.67%	2.20%	Finance	Strong buy
CSWC^{Capital Southwest Corporation}	1.065 B USD	22.33 USD	−6.88%	2.206 M	9.47	13.52	1.65 USD	−8.26%	9.55%	Finance	Buy
BSIG^{BrightSphere Investment Group Inc.}	1.015 B USD	27.39 USD	−0.15%	169.901 K	1.16	16.65	1.65 USD	−4.55%	0.15%	Finance	Neutral
BBDC^{Barings BDC, Inc.}	995.183 M USD	9.41 USD	−1.88%	379.285 K	1.35	8.95	1.05 USD	+28.26%	10.84%	Finance	Buy
CGBD^{Carlyle Secured Lending, Inc.}	837.983 M USD	16.48 USD	−1.38%	189.759 K	1.47	8.62	1.91 USD	+34.20%	11.13%	Finance	Neutral
SLRC^{SLR Investment Corp.}	822.684 M USD	15.08 USD	−1.31%	153.032 K	1.12	8.09	1.86 USD	+74.41%	10.73%	Finance	Neutral
PFLT^{PennantPark Floating Rate Capital Ltd.}	807.628 M USD	11.00 USD	−0.90%	869.871 K	0.90	6.81	1.62 USD	—	11.08%	Finance	Buy
AC^{Associated Capital Group, Inc.}	756.184 M USD	35.55 USD	−1.25%	8.376 K	0.87	23.10	1.54 USD	+84.59%	0.56%	Finance	—
NOAH^{Noah Holdings Limited} DR	730.863 M USD	12.50 USD	+0.32%	32.638 K	0.28	2.28	5.47 USD	+199.53%	8.32%	Finance	Buy
FDUS^{Fidus Investment Corporation}	651.161 M USD	19.20 USD	−1.29%	356.284 K	1.88	6.95	2.76 USD	+27.58%	8.84%	Finance	Buy
CCAP^{Crescent Capital BDC, Inc.}	650.43 M USD	17.55 USD	−2.61%	212.12 K	2.32	6.39	2.75 USD	+220.76%	9.21%	Finance	Buy
ABL^{Abacus Life, Inc.}	644.478 M USD	8.63 USD	+1.05%	16.724 K	0.25	—	−0.09 USD	+65.30%	0.00%	Finance	Strong buy
ALTI^{AlTi Global, Inc.}	604.048 M USD	4.32 USD	+2.61%	118.437 K	0.70	—	−1.98 USD	−137.52%	0.00%	Finance	—
VINP^{Vinci Partners Investments Ltd.}	545.908 M USD	10.32 USD	+2.08%	41.399 K	0.78	16.75	0.62 USD	−8.37%	0.01%	Finance	Strong buy
GLAD^{Gladstone Capital Corporation}	521.889 M USD	23.99 USD	−0.66%	132.393 K	1.10	6.76	3.55 USD	+86.20%	8.20%	Finance	Neutral
GAIN^{Gladstone Investment Corporation - Business Development Company}	483.19 M USD	13.17 USD	−2.37%	175.45 K	1.56	6.46	2.04 USD	+110.95%	7.12%	Finance	Neutral
PNNT^{PennantPark Investment Corporation} CEF	447.931 M USD	6.64 USD	−3.21%	767.011 K	2.10	10.13	0.66 USD	—	12.83%	Finance	Neutral
DHIL^{Diamond Hill Investment Group, Inc.}	416.367 M USD	151.35 USD	−1.32%	7.806 K	0.74	10.46	14.47 USD	−10.73%	3.91%	Finance	—
HRZN^{Horizon Technology Finance Corporation} MF	359.309 M USD	9.27 USD	−1.80%	730.399 K	1.39	—	−0.12 USD	−350.75%	13.98%	Finance	Sell
SCM^{Stellus Capital Investment Corporation}	352.578 M USD	13.57 USD	−1.81%	299.352 K	2.02	10.76	1.26 USD	+53.92%	11.57%	Finance	Neutral
SAR^{Saratoga Investment Corp New}	321.006 M USD	23.26 USD	+0.13%	36.967 K	0.77	15.18	1.53 USD	−44.34%	12.61%	Finance	Buy
WHF^{WhiteHorse Finance, Inc.}	268.69 M USD	11.56 USD	−0.52%	74.24 K	1.22	11.77	0.98 USD	+62.95%	13.25%	Finance	Neutral
TPVG^{TriplePoint Venture Growth BDC Corp.}	259.692 M USD	6.50 USD	−1.22%	345.26 K	1.43	—	−0.30 USD	+57.41%	22.80%	Finance	Neutral
SAMG^{Silvercrest Asset Management Group Inc.}	231.213 M USD	16.57 USD	+0.98%	11.303 K	0.51	21.09	0.79 USD	−35.41%	4.69%	Finance	Strong buy
MFIN^{Medallion Financial Corp.}	215.006 M USD	9.28 USD	−3.33%	64.574 K	1.15	5.47	1.70 USD	−27.33%	4.17%	Finance	Buy
OXSQ^{Oxford Square Capital Corp.}	184.898 M USD	2.90 USD	−1.02%	285.11 K	1.02	56.09	0.05 USD	—	14.33%	Finance	Neutral
MYFW^{First Western Financial, Inc.}	183.55 M USD	19.00 USD	+0.32%	26.866 K	0.99	30.94	0.61 USD	—	0.00%	Finance	Buy
PTMN^{Portman Ridge Finance Corporation}	170.645 M USD	18.46 USD	−0.32%	22.817 K	0.86	13.95	1.32 USD	—	14.90%	Finance	Buy
MRCC^{Monroe Capital Corporation}	169.431 M USD	7.82 USD	−1.26%	95.669 K	1.50	21.72	0.36 USD	+183.32%	12.63%	Finance	Neutral
WHG^{Westwood Holdings Group Inc}	135.365 M USD	14.60 USD	−1.02%	19.983 K	0.82	44.54	0.33 USD	−43.79%	4.07%	Finance	—
HPH^{Highest Performances Holdings Inc. - American Depository Shares} DR	109.032 M USD	0.3920 USD	−10.71%	347.659 K	0.32	—	—	—	0.00%	Finance	—
SSSS^{SuRo Capital Corp.}	108.006 M USD	4.62 USD	0.00%	86.595 K	0.68	—	−0.69 USD	+71.50%	0.00%	Finance	Strong buy
OFS^{OFS Capital Corporation}	106.515 M USD	7.95 USD	−1.49%	64.117 K	1.77	—	−0.09 USD	−118.78%	16.85%	Finance	Neutral
GECC^{Great Elm Capital Corp.}	102.409 M USD	9.80 USD	+0.31%	9.996 K	0.80	14.11	0.69 USD	−61.83%	14.33%	Finance	Neutral
HNNA^{Hennessy Advisors, Inc.}	77.656 M USD	10.11 USD	+0.09%	4.979 K	0.82	12.72	0.79 USD	+25.68%	5.44%	Finance	—
LRFC^{Logan Ridge Finance Corporation}	67.464 M USD	25.21 USD	−1.14%	3.578 K	0.34	—	−1.49 USD	−4.17%	5.02%	Finance	Strong buy
GEG^{Great Elm Group, Inc.}	53.97 M USD	1.81 USD	−1.09%	4.116 K	0.16	—	−0.06 USD	−109.03%	0.00%	Finance	—
ICMB^{Investcorp Credit Management BDC, Inc.} MF	42.635 M USD	2.93 USD	−1.01%	66.449 K	1.90	—	−0.28 USD	−226.47%	16.22%	Finance	Neutral
RAND^{Rand Capital Corporation}	41.877 M USD	16.23 USD	0.00%	642	0.29	3.87	4.19 USD	+72.67%	6.66%	Finance	—
STEC^{Santech Holdings Limited} DR	37.24 M USD	1.35 USD	+1.50%	639.698 K	0.14	—	—	—	0.00%	Finance	—
BCG^{Binah Capital Group, Inc.}	33.205 M USD	2.00 USD	−5.66%	12.644 K	1.72	—	−0.23 USD	+67.89%	0.00%	Finance	—
TURN^{180 Degree Capital Corp.} CEF	32.6 M USD	3.23 USD	−1.07%	8.096 K	0.35	—	−1.72 USD	+26.17%	0.00%	Finance	—
EQS^{Equus Total Return, Inc.} MF	18.341 M USD	1.32 USD	−2.22%	459	0.11	1.85	0.71 USD	+232.49%	0.00%	Finance	—
CWD^{CaliberCos Inc.}	15.211 M USD	0.6900 USD	+4.39%	54.077 K	2.97	—	−0.66 USD	−2,147.68%	0.00%	Finance	Strong buy
MEGL^{Magic Empire Global Limited}	10.331 M USD	0.5100 USD	0.00%	523.419 K	0.82	—	−0.00 USD	—	0.00%	Finance	—

US stocks

Investment Managers

US companies operating in the same investment managers industry