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 AlTi Global, 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
MS^{Morgan Stanley}	201.93 B USD	125.20 USD	+0.75%	4.33 M	0.52	15.76	7.95 USD	+53.59%	2.92%	Finance	Neutral
BX^{Blackstone Inc.}	184.27 B USD	151.21 USD	−0.57%	3.78 M	0.78	41.72	3.62 USD	+97.40%	2.60%	Finance	Buy
BLK^{BlackRock, Inc.}	151.14 B USD	973.48 USD	+1.04%	566.68 K	0.45	23.17	42.01 USD	+15.03%	2.12%	Finance	Strong buy
KKR^{KKR & Co. Inc.}	108.53 B USD	122.18 USD	+0.17%	3.96 M	0.66	37.38	3.27 USD	−20.05%	0.57%	Finance	Buy
UBS^{UBS Group AG Registered}	107.92 B USD	33.67 USD	+2.15%	2.73 M	0.71	22.95	1.47 USD	−84.12%	2.19%	Finance	Neutral
BN^{Brookfield Corporation}	91.13 B USD	55.34 USD	−0.02%	2.32 M	0.71	190.25	0.29 USD	−53.54%	0.56%	Finance	Buy
BAM^{Brookfield Asset Management Inc}	84.71 B USD	51.74 USD	+0.58%	1.1 M	0.57	41.76	1.24 USD	+6.55%	2.98%	Finance	Buy
APO^{Apollo Global Management, Inc. (New)}	84.37 B USD	147.90 USD	−0.34%	2.43 M	0.58	20.45	7.23 USD	−13.77%	1.25%	Finance	Buy
OWL^{Blue Owl Capital Inc.}	33.38 B USD	21.65 USD	+0.42%	6.61 M	0.80	147.38	0.15 USD	+27.08%	3.34%	Finance	Buy
ARES^{Ares Management Corporation}	31.77 B USD	155.63 USD	+1.22%	3.84 M	2.31	77.09	2.02 USD	−17.00%	2.42%	Finance	Buy
RJF^{Raymond James Financial, Inc.}	29.86 B USD	145.71 USD	+0.52%	988.48 K	0.53	14.23	10.24 USD	+28.33%	1.28%	Finance	Buy
TROW^{T. Rowe Price Group, Inc.}	21.25 B USD	95.47 USD	−0.53%	1.43 M	0.56	10.43	9.15 USD	+17.97%	5.17%	Finance	Sell
NTRS^{Northern Trust Corporation}	19.81 B USD	101.60 USD	+0.16%	979.12 K	0.67	10.40	9.77 USD	+92.67%	2.96%	Finance	Neutral
TPG^{TPG Inc.}	19.42 B USD	52.55 USD	+0.59%	1.59 M	0.76	—	−0.42 USD	−906.16%	3.33%	Finance	Buy
PFG^{Principal Financial Group Inc}	19.32 B USD	85.67 USD	+0.49%	1.11 M	0.82	12.83	6.68 USD	+175.73%	3.34%	Finance	Neutral
CRBG^{Corebridge Financial Inc.}	18.48 B USD	33.24 USD	+0.64%	1.7 M	0.53	8.63	3.85 USD	+128.31%	2.79%	Finance	Strong buy
CG^{The Carlyle Group Inc.}	16.81 B USD	46.53 USD	+0.63%	1.85 M	0.53	16.72	2.78 USD	—	3.03%	Finance	Buy
ARCC^{Ares Capital Corporation}	15.21 B USD	22.31 USD	+1.18%	4.18 M	0.75	9.11	2.45 USD	−7.77%	8.71%	Finance	Strong buy
MORN^{Morningstar, Inc.}	13.08 B USD	305.26 USD	+0.54%	255.91 K	1.02	35.58	8.58 USD	+161.14%	0.55%	Finance	Strong buy
SF^{Stifel Financial Corporation}	10.57 B USD	101.88 USD	−0.29%	494.61 K	0.57	16.29	6.25 USD	+46.20%	1.64%	Finance	Neutral
BEN^{Franklin Resources, Inc.}	10.52 B USD	20.03 USD	−0.20%	2.1 M	0.47	30.72	0.65 USD	−65.59%	6.23%	Finance	Sell
SEIC^{SEI Investments Company}	9.94 B USD	78.27 USD	+1.08%	578.44 K	0.61	17.73	4.41 USD	+27.64%	1.23%	Finance	Neutral
HLNE^{Hamilton Lane Incorporated}	8.98 B USD	157.61 USD	+1.10%	371.25 K	0.61	29.42	5.36 USD	+64.81%	1.23%	Finance	Neutral
HQY^{HealthEquity, Inc.}	7.8 B USD	90.19 USD	−0.14%	2.05 M	1.12	82.39	1.09 USD	+71.05%	0.00%	Finance	Strong buy
IVZ^{Invesco Ltd}	7.15 B USD	15.97 USD	+0.69%	5.85 M	0.91	13.49	1.18 USD	—	5.17%	Finance	Neutral
STEP^{StepStone Group Inc.}	6.63 B USD	57.16 USD	+1.10%	520.11 K	0.60	—	−1.67 USD	−290.52%	1.64%	Finance	Buy
CIGI^{Colliers International Group Inc. - Subordinate Voting Shares}	6.31 B USD	124.68 USD	−1.80%	84.8 K	0.69	40.75	3.06 USD	+126.90%	0.23%	Finance	Buy
JHG^{Janus Henderson Group plc}	5.98 B USD	37.94 USD	+0.29%	1.16 M	0.74	14.84	2.56 USD	+7.83%	4.12%	Finance	Neutral
FSK^{FS KKR Capital Corp.}	5.95 B USD	21.26 USD	+1.33%	2.49 M	0.76	10.18	2.09 USD	−15.88%	13.35%	Finance	Neutral
MAIN^{Main Street Capital Corporation}	5.23 B USD	59.04 USD	+0.66%	290.02 K	0.49	10.11	5.84 USD	+12.05%	5.06%	Finance	Neutral
AMG^{Affiliated Managers Group, Inc.}	5.06 B USD	172.80 USD	+0.58%	219.16 K	0.67	11.77	14.68 USD	−15.34%	0.02%	Finance	Buy
AB^{AllianceBernstein Holding L.P.}	4.25 B USD	38.38 USD	+0.42%	813.49 K	0.65	10.34	3.71 USD	+58.52%	8.53%	Finance	Buy
CNS^{Cohen & Steers Inc}	4.12 B USD	80.93 USD	−0.05%	182.54 K	0.66	27.29	2.97 USD	+13.86%	2.91%	Finance	Strong buy
GBDC^{Golub Capital BDC, Inc.}	4.07 B USD	15.32 USD	+0.92%	1.52 M	1.08	11.14	1.38 USD	−24.30%	10.94%	Finance	Buy
IFS^{Intercorp Financial Services Inc.}	3.96 B USD	34.31 USD	+1.39%	224.93 K	1.25	11.32	3.03 USD	+22.11%	2.97%	Finance	Strong buy
VCTR^{Victory Capital Holdings, Inc. Class A Common Stock}	3.96 B USD	62.18 USD	−0.35%	230.13 K	0.68	14.19	4.38 USD	+40.17%	2.71%	Finance	Buy
BRDG^{Bridge Investment Group Holdings Inc.}	3.64 B USD	10.35 USD	−0.48%	179.9 K	0.40	—	−0.27 USD	+55.64%	4.04%	Finance	Neutral
HTGC^{Hercules Capital, Inc.}	3.37 B USD	19.49 USD	+0.88%	871.04 K	0.63	12.08	1.61 USD	−29.32%	8.28%	Finance	Buy
FHI^{Federated Hermes, Inc.}	3.35 B USD	41.21 USD	+2.08%	882.07 K	0.56	12.91	3.19 USD	−6.23%	3.07%	Finance	Neutral
APAM^{Artisan Partners Asset Management Inc.}	3.32 B USD	41.32 USD	−0.46%	448.88 K	0.62	11.59	3.57 USD	+15.04%	7.18%	Finance	Neutral
GCMG^{GCM Grosvenor Inc.}	2.53 B USD	13.36 USD	−0.45%	523.47 K	1.26	413.62	0.03 USD	—	3.28%	Finance	Buy
KYN^{Kayne Anderson Energy Infrastructure Fund, Inc.} CEF	2.17 B USD	12.93 USD	+0.94%	341.89 K	1.06	2.35	5.50 USD	+572.57%	7.81%	Finance	Neutral
TSLX^{Sixth Street Specialty Lending, Inc.}	2.12 B USD	22.62 USD	+0.94%	214.31 K	0.49	11.16	2.03 USD	−22.25%	8.21%	Finance	Strong buy
PSEC^{Prospect Capital Corporation}	1.88 B USD	4.24 USD	0.00%	2.45 M	0.81	—	−0.28 USD	−9.83%	16.27%	Finance	Strong sell
PAX^{Patria Investments Limited}	1.83 B USD	11.80 USD	+0.08%	510.1 K	0.99	27.84	0.42 USD	−46.91%	5.30%	Finance	Buy
DBRG^{DigitalBridge Group, Inc.} REIT	1.76 B USD	9.26 USD	−2.01%	1.33 M	0.52	204.87	0.05 USD	−92.59%	0.42%	Finance	Strong buy
GSBD^{Goldman Sachs BDC, Inc.}	1.45 B USD	12.35 USD	+0.65%	798.06 K	1.00	22.50	0.55 USD	−69.52%	14.67%	Finance	Sell
CODI^{D/B/A Compass Diversified Holdings Shares of Beneficial Interest}	1.44 B USD	19.20 USD	−1.94%	318.04 K	1.16	—	−1.39 USD	+9.95%	5.11%	Finance	Buy
PX^{P10, Inc.}	1.36 B USD	12.26 USD	−0.16%	517.37 K	1.07	79.05	0.16 USD	—	1.14%	Finance	Buy
OCSL^{Oaktree Specialty Lending Corporation}	1.29 B USD	15.73 USD	+0.64%	618.18 K	0.63	23.56	0.67 USD	−55.52%	14.08%	Finance	Neutral
VRTS^{Virtus Investment Partners, Inc.}	1.23 B USD	176.78 USD	−1.13%	34.02 K	0.71	10.46	16.90 USD	−4.55%	4.64%	Finance	Sell
MFIC^{MidCap Financial Investment Corporation} CEF	1.22 B USD	13.07 USD	+0.23%	443 K	0.61	10.06	1.30 USD	−28.54%	11.66%	Finance	Buy
NMFC^{New Mountain Finance Corporation}	1.2 B USD	11.09 USD	+0.45%	282.5 K	0.42	10.78	1.03 USD	−17.27%	11.59%	Finance	Buy
KBDC^{Kayne Anderson BDC, Inc.} CEF	1.18 B USD	16.64 USD	−0.12%	63.97 K	0.40	8.02	2.08 USD	+5.37%	7.20%	Finance	Buy
SII^{Sprott Inc.}	1.15 B USD	44.60 USD	+0.18%	156.66 K	1.26	24.73	1.80 USD	+11.07%	2.26%	Finance	Strong buy
CSWC^{Capital Southwest Corporation}	1.14 B USD	22.48 USD	+0.99%	469.83 K	0.87	16.21	1.39 USD	−38.97%	10.33%	Finance	Buy
BBDC^{Barings BDC, Inc.}	1.02 B USD	9.65 USD	+0.73%	374.74 K	0.55	9.26	1.04 USD	−12.74%	10.86%	Finance	Buy
PFLT^{PennantPark Floating Rate Capital Ltd.}	999.18 M USD	11.36 USD	+0.98%	867.49 K	0.63	8.16	1.39 USD	+24.41%	10.93%	Finance	Buy
AAMI^{Acadian Asset Management Inc.}	999.16 M USD	26.65 USD	+0.38%	236.08 K	0.93	11.94	2.23 USD	+44.15%	0.15%	Finance	Sell
SLRC^{SLR Investment Corp.}	932.34 M USD	17.09 USD	+0.47%	86.93 K	0.43	9.74	1.76 USD	+25.35%	9.64%	Finance	Neutral
CGBD^{Carlyle Secured Lending, Inc.}	849.96 M USD	16.68 USD	+0.97%	242.53 K	1.17	10.58	1.58 USD	−3.48%	11.32%	Finance	Sell
MMSIF^{MSC Income Fund, Inc.}	812.84 M USD	17.35 USD	−0.52%	40.44 K	0.41	12.33	1.41 USD	−14.82%	8.31%	Finance	Buy
NOAH^{Noah Holdings Limited} DR	812.37 M USD	11.28 USD	+1.08%	140.63 K	2.09	2.14	5.28 USD	+176.79%	9.29%	Finance	Neutral
AC^{Associated Capital Group, Inc.}	769.12 M USD	36.36 USD	+0.03%	3.76 K	0.69	17.51	2.08 USD	+20.80%	0.55%	Finance	—
ABL^{Abacus Global Management, Inc.}	710.34 M USD	7.35 USD	−2.26%	73.81 K	0.22	—	−0.18 USD	−15,981.82%	0.00%	Finance	Strong buy
FDUS^{Fidus Investment Corporation}	705.76 M USD	20.81 USD	+0.29%	263.59 K	0.76	8.62	2.41 USD	−15.06%	8.29%	Finance	Buy
VINP^{Vinci Partners Investments Ltd.}	674.61 M USD	10.40 USD	0.00%	60.16 K	0.59	—	—	—	0.01%	Finance	Strong buy
CCAP^{Crescent Capital BDC, Inc.}	658.95 M USD	17.78 USD	−0.39%	132.05 K	0.96	8.95	1.99 USD	−13.19%	9.36%	Finance	Buy
GLAD^{Gladstone Capital Corporation}	620.1 M USD	27.77 USD	+0.98%	62.13 K	0.65	6.03	4.60 USD	+60.29%	7.20%	Finance	Neutral
GAIN^{Gladstone Investment Corporation - Business Development Company}	502.09 M USD	13.63 USD	+1.11%	88.05 K	0.65	7.11	1.92 USD	−3.76%	7.12%	Finance	Buy
PNNT^{PennantPark Investment Corporation} CEF	464.26 M USD	7.14 USD	+0.42%	250.54 K	0.51	28.59	0.25 USD	−66.59%	12.80%	Finance	Neutral
ALTI^{AlTi Global, Inc.}	422.45 M USD	2.97 USD	+2.77%	428.89 K	2.62	—	−1.25 USD	+57.70%	0.00%	Finance	Strong buy
DHIL^{Diamond Hill Investment Group, Inc.}	404.66 M USD	145.17 USD	−0.58%	13.61 K	0.76	9.27	15.66 USD	+9.59%	4.11%	Finance	—
SCM^{Stellus Capital Investment Corporation}	397.93 M USD	14.46 USD	+1.40%	132.89 K	0.58	8.06	1.79 USD	+128.48%	11.22%	Finance	Neutral
HRZN^{Horizon Technology Finance Corporation} CEF	368.48 M USD	9.28 USD	+1.53%	168.49 K	0.55	—	−0.12 USD	+75.49%	14.44%	Finance	Neutral
SAR^{Saratoga Investment Corp New}	358.8 M USD	25.01 USD	+1.58%	123.13 K	1.64	10.07	2.48 USD	+28.25%	11.98%	Finance	Buy
TPVG^{TriplePoint Venture Growth BDC Corp.}	284.98 M USD	7.10 USD	−0.56%	302.48 K	0.85	8.64	0.82 USD	—	19.61%	Finance	Neutral
WHF^{WhiteHorse Finance, Inc.}	221.74 M USD	9.54 USD	+0.42%	78.44 K	0.81	20.44	0.47 USD	−46.85%	16.21%	Finance	Sell
SAMG^{Silvercrest Asset Management Group Inc.}	219.51 M USD	16.10 USD	−2.54%	63.15 K	1.95	16.10	1.00 USD	+4.28%	4.72%	Finance	Strong buy
MFIN^{Medallion Financial Corp.}	203.54 M USD	8.75 USD	−1.13%	18.68 K	0.38	5.76	1.52 USD	−35.95%	4.63%	Finance	Neutral
MYFW^{First Western Financial, Inc.}	184.97 M USD	19.06 USD	−2.76%	7.76 K	0.40	21.95	0.87 USD	−2.89%	0.00%	Finance	Buy
OXSQ^{Oxford Square Capital Corp.}	180.06 M USD	2.58 USD	−0.77%	239.86 K	0.47	28.57	0.09 USD	−74.17%	16.15%	Finance	—
MRCC^{Monroe Capital Corporation}	165.31 M USD	7.63 USD	−0.78%	62.26 K	0.76	17.04	0.45 USD	+2,519.30%	13.00%	Finance	Neutral
WHG^{Westwood Holdings Group Inc}	146.89 M USD	15.66 USD	−0.25%	12.51 K	0.59	63.20	0.25 USD	−80.94%	3.82%	Finance	—
PTMN^{Portman Ridge Finance Corporation}	135.95 M USD	14.78 USD	0.00%	73.02 K	1.18	—	−0.65 USD	−153.39%	18.67%	Finance	Buy
SSSS^{SuRo Capital Corp.}	135.42 M USD	5.75 USD	−0.86%	76.86 K	0.45	—	−1.56 USD	−893.47%	0.00%	Finance	Strong buy
OFS^{OFS Capital Corporation}	120.85 M USD	9.02 USD	+1.69%	51.24 K	0.51	4.25	2.12 USD	—	15.33%	Finance	Neutral
GECC^{Great Elm Capital Corp.}	116.25 M USD	10.07 USD	+0.40%	18.91 K	0.51	31.40	0.32 USD	−90.38%	13.96%	Finance	Neutral
HNNA^{Hennessy Advisors, Inc.}	82.12 M USD	10.55 USD	+0.96%	11.94 K	1.03	9.40	1.12 USD	+76.47%	5.26%	Finance	—
LRFC^{Logan Ridge Finance Corporation}	59.36 M USD	22.35 USD	+0.68%	6.29 K	0.96	—	−0.06 USD	+94.67%	6.04%	Finance	Strong buy
GEG^{Great Elm Group, Inc.}	56.4 M USD	1.99 USD	−1.00%	4.47 K	0.18	—	−0.01 USD	−103.03%	0.00%	Finance	—
RAND^{Rand Capital Corporation}	56.13 M USD	18.90 USD	−0.58%	7.85 K	0.44	5.53	3.42 USD	+35.26%	26.46%	Finance	—
ICMB^{Investcorp Credit Management BDC, Inc.} CEF	46.39 M USD	3.22 USD	0.00%	2.65 K	0.14	11.05	0.29 USD	—	14.91%	Finance	—
STEC^{Santech Holdings Limited} DR	39.48 M USD	1.26 USD	−10.64%	96.68 K	2.50	—	—	—	0.00%	Finance	—
TURN^{180 Degree Capital Corp.} CEF	39.1 M USD	3.99 USD	+2.05%	50.47 K	0.71	—	−0.39 USD	+71.72%	0.00%	Finance	—
HPH^{Highest Performances Holdings Inc. - American Depository Shares} DR	36.98 M USD	0.1450 USD	−3.14%	178.33 K	0.12	—	−0.34 USD	−228.45%	0.00%	Finance	—
BCG^{Binah Capital Group, Inc.}	34.37 M USD	2.07 USD	+0.49%	10.38 K	0.22	—	−0.13 USD	+85.65%	0.00%	Finance	—
ZBAI^{ATIF Holdings Limited}	18.36 M USD	1.06 USD	+1.92%	37.04 K	1.55	—	−0.38 USD	+20.03%	0.00%	Finance	—
PWM^{Prestige Wealth Inc.}	15.37 M USD	0.4856 USD	−5.25%	129.46 K	0.42	—	−0.09 USD	—	0.00%	Finance	—
EQS^{Equus Total Return, Inc.} CEF	14.27 M USD	1.05 USD	0.00%	2.83 K	2.33	—	−0.52 USD	−164.50%	0.00%	Finance	—

US stocks

Investment Managers

US companies operating in the same investment managers industry