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}	195.46 B USD	121.83 USD	−0.04%	2.23 M	0.38	14.30	8.52 USD	+55.27%	3.04%	Finance	Neutral
BX^{Blackstone Inc.}	169.28 B USD	139.53 USD	−0.20%	2.02 M	0.52	42.21	3.31 USD	+16.57%	2.90%	Finance	Buy
BLK^{BlackRock, Inc.}	143.38 B USD	925.46 USD	−0.34%	455.5 K	0.78	22.48	41.17 USD	+4.62%	2.21%	Finance	Strong buy
KKR^{KKR & Co. Inc.}	104.95 B USD	118.16 USD	−0.48%	2.73 M	0.59	50.89	2.32 USD	−47.96%	0.59%	Finance	Strong buy
UBS^{UBS Group AG Registered}	96.03 B USD	31.44 USD	+1.16%	2.82 M	1.04	20.86	1.51 USD	−82.87%	2.85%	Finance	Buy
BAM^{Brookfield Asset Management Inc}	92.57 B USD	56.54 USD	−0.58%	884.08 K	0.38	41.64	1.36 USD	+25.87%	2.77%	Finance	Buy
BN^{Brookfield Corporation}	85.09 B USD	56.78 USD	−1.44%	1.62 M	0.73	205.94	0.28 USD	−54.17%	0.58%	Finance	Buy
APO^{Apollo Global Management, Inc. (New)}	75.85 B USD	132.72 USD	−0.36%	1.45 M	0.39	23.44	5.66 USD	−36.81%	1.39%	Finance	Buy
ARES^{Ares Management Corporation}	35.58 B USD	165.50 USD	−0.21%	1.09 M	0.70	92.89	1.78 USD	−21.78%	2.36%	Finance	Buy
RJF^{Raymond James Financial, Inc.}	29.36 B USD	145.51 USD	−0.02%	505.31 K	0.49	14.02	10.38 USD	+25.58%	1.31%	Finance	Buy
OWL^{Blue Owl Capital Inc.}	28.6 B USD	18.55 USD	+0.05%	2.46 M	0.31	186.81	0.10 USD	−32.77%	3.88%	Finance	Buy
TROW^{T. Rowe Price Group, Inc.}	20.43 B USD	92.73 USD	+0.07%	461.8 K	0.22	10.52	8.81 USD	+4.62%	5.39%	Finance	Sell
NTRS^{Northern Trust Corporation}	19.58 B USD	100.66 USD	+0.23%	809.88 K	0.68	9.39	10.71 USD	+137.14%	2.99%	Finance	Neutral
TPG^{TPG Inc.}	18.3 B USD	49.53 USD	+1.58%	1.79 M	1.54	—	−0.32 USD	−125.11%	3.57%	Finance	Buy
PFG^{Principal Financial Group Inc}	17.7 B USD	78.97 USD	+0.16%	432.78 K	0.26	16.93	4.67 USD	−10.67%	3.69%	Finance	Neutral
CRBG^{Corebridge Financial Inc.}	17.12 B USD	31.12 USD	−0.58%	606.56 K	0.21	24.78	1.26 USD	−66.93%	2.97%	Finance	Buy
CG^{The Carlyle Group Inc.}	15.32 B USD	42.44 USD	+2.86%	1.48 M	0.63	14.36	2.96 USD	—	3.39%	Finance	Buy
ARCC^{Ares Capital Corporation}	14.55 B USD	21.10 USD	+0.48%	2.58 M	0.60	10.32	2.04 USD	−29.63%	9.14%	Finance	Strong buy
MORN^{Morningstar, Inc.}	12.89 B USD	304.99 USD	−0.00%	59.12 K	0.27	34.24	8.91 USD	+79.69%	0.56%	Finance	Buy
BEN^{Franklin Resources, Inc.}	11.04 B USD	21.02 USD	+0.84%	2.16 M	0.41	30.43	0.69 USD	−60.39%	6.05%	Finance	Sell
SEIC^{SEI Investments Company}	10.16 B USD	81.64 USD	+0.37%	181.14 K	0.28	17.77	4.59 USD	+25.63%	1.17%	Finance	Buy
SF^{Stifel Financial Corporation}	9.41 B USD	91.36 USD	−0.22%	151.73 K	0.22	17.41	5.25 USD	+19.35%	1.88%	Finance	Buy
HLNE^{Hamilton Lane Incorporated}	9.25 B USD	162.19 USD	−0.31%	160.25 K	0.45	30.28	5.36 USD	+64.81%	1.20%	Finance	Neutral
HQY^{HealthEquity, Inc.}	7.76 B USD	89.66 USD	−1.83%	276.92 K	0.31	82.23	1.09 USD	+70.36%	0.00%	Finance	Strong buy
IVZ^{Invesco Ltd}	6.61 B USD	14.77 USD	+0.10%	2.02 M	0.44	11.83	1.25 USD	—	5.56%	Finance	Neutral
STEP^{StepStone Group Inc.}	6.36 B USD	54.86 USD	−0.87%	185.06 K	0.38	—	−1.67 USD	−290.52%	1.68%	Finance	Buy
CIGI^{Colliers International Group Inc. - Subordinate Voting Shares}	6.24 B USD	123.36 USD	+0.15%	45.46 K	0.41	45.15	2.73 USD	+33.64%	0.25%	Finance	Buy
JHG^{Janus Henderson Group plc}	5.71 B USD	36.27 USD	−0.52%	424.8 K	0.27	14.41	2.52 USD	−4.93%	4.28%	Finance	Neutral
AMG^{Affiliated Managers Group, Inc.}	5.18 B USD	179.83 USD	−0.73%	161 K	0.70	14.12	12.74 USD	−29.29%	0.02%	Finance	Buy
AB^{AllianceBernstein Holding L.P.}	4.51 B USD	40.77 USD	−0.32%	90.1 K	0.26	11.00	3.71 USD	+53.17%	7.97%	Finance	Buy
CNS^{Cohen & Steers Inc}	4.08 B USD	80.03 USD	+0.08%	115.16 K	0.87	26.18	3.06 USD	+18.85%	2.99%	Finance	Buy
VCTR^{Victory Capital Holdings, Inc. Class A Common Stock}	3.99 B USD	59.58 USD	−0.82%	196.97 K	0.70	13.59	4.38 USD	+40.17%	2.81%	Finance	Buy
IFS^{Intercorp Financial Services Inc.}	3.98 B USD	34.44 USD	−0.29%	172.18 K	0.76	11.42	3.02 USD	+21.52%	2.90%	Finance	Strong buy
GBDC^{Golub Capital BDC, Inc.}	3.85 B USD	14.47 USD	+0.70%	519.2 K	0.39	12.88	1.12 USD	−44.45%	11.55%	Finance	Buy
FHI^{Federated Hermes, Inc.}	3.39 B USD	42.86 USD	+0.45%	283.59 K	0.29	12.07	3.55 USD	+1.08%	2.91%	Finance	Neutral
APAM^{Artisan Partners Asset Management Inc.}	3.31 B USD	41.02 USD	−0.27%	138.01 K	0.17	11.56	3.55 USD	+10.42%	7.25%	Finance	Neutral
BRDG^{Bridge Investment Group Holdings Inc.}	3.28 B USD	9.32 USD	−0.90%	218.24 K	1.01	—	−0.27 USD	+55.64%	4.89%	Finance	Neutral
HTGC^{Hercules Capital, Inc.}	3.07 B USD	17.50 USD	−0.51%	734.67 K	0.61	13.15	1.33 USD	−38.67%	9.10%	Finance	Buy
GCMG^{GCM Grosvenor Inc.}	2.43 B USD	12.59 USD	+2.07%	207.27 K	0.49	92.64	0.14 USD	—	3.57%	Finance	Buy
KYN^{Kayne Anderson Energy Infrastructure Fund, Inc.} CEF	2.03 B USD	12.16 USD	+1.50%	285.11 K	0.82	2.21	5.50 USD	+572.57%	8.35%	Finance	—
PAX^{Patria Investments Limited}	1.82 B USD	11.78 USD	+2.79%	277.19 K	0.46	27.80	0.42 USD	−46.91%	5.45%	Finance	Buy
DBRG^{DigitalBridge Group, Inc.} REIT	1.63 B USD	8.72 USD	+0.69%	732.84 K	0.32	27.68	0.32 USD	−81.20%	0.46%	Finance	Strong buy
SII^{Sprott Inc.}	1.43 B USD	55.52 USD	+3.12%	122.89 K	0.77	30.03	1.85 USD	+6.25%	2.05%	Finance	Strong buy
PX^{P10, Inc.}	1.31 B USD	11.74 USD	+0.17%	256.9 K	0.49	75.69	0.16 USD	—	1.19%	Finance	Buy
VRTS^{Virtus Investment Partners, Inc.}	1.15 B USD	165.47 USD	−0.61%	19.13 K	0.40	9.82	16.86 USD	+1.58%	5.20%	Finance	Sell
MFIC^{MidCap Financial Investment Corporation} CEF	1.14 B USD	12.18 USD	+0.25%	126.81 K	0.48	9.38	1.30 USD	−28.54%	12.51%	Finance	Buy
KBDC^{Kayne Anderson BDC, Inc.} CEF	1.12 B USD	15.86 USD	+1.34%	74.54 K	0.62	7.64	2.08 USD	+5.37%	10.22%	Finance	Buy
AAMI^{Acadian Asset Management Inc.}	1.08 B USD	29.26 USD	−0.82%	82.75 K	0.29	13.11	2.23 USD	+44.15%	0.14%	Finance	Neutral
CSWC^{Capital Southwest Corporation}	1.01 B USD	20.06 USD	0.00%	239.41 K	0.74	14.46	1.39 USD	−38.97%	11.52%	Finance	Buy
ABL^{Abacus Global Management, Inc.}	857.2 M USD	8.97 USD	+6.98%	502.79 K	1.62	—	−0.30 USD	−867.94%	0.00%	Finance	Strong buy
AC^{Associated Capital Group, Inc.}	756.95 M USD	35.80 USD	+0.59%	2.96 K	1.17	19.93	1.80 USD	+15.60%	0.56%	Finance	—
NOAH^{Noah Holdings Limited} DR	645.54 M USD	9.57 USD	+1.38%	18.58 K	0.22	1.89	5.06 USD	+146.27%	10.98%	Finance	Neutral
VINP^{Vinci Partners Investments Ltd.}	643.03 M USD	10.04 USD	+0.80%	12.64 K	0.34	25.20	0.40 USD	−46.10%	0.01%	Finance	Strong buy
CCAP^{Crescent Capital BDC, Inc.}	595.58 M USD	16.07 USD	+0.69%	48.34 K	0.63	8.09	1.99 USD	−13.19%	10.53%	Finance	Buy
CODI^{D/B/A Compass Diversified Holdings Shares of Beneficial Interest}	526.28 M USD	7.00 USD	+6.79%	3.35 M	1.97	—	−1.39 USD	+9.95%	15.27%	Finance	Buy
ALTI^{AlTi Global, Inc.}	516.14 M USD	3.56 USD	+8.21%	114.85 K	1.55	—	−1.25 USD	+57.70%	0.00%	Finance	Strong buy
DHIL^{Diamond Hill Investment Group, Inc.}	381.85 M USD	139.99 USD	+0.27%	10.51 K	0.63	9.45	14.81 USD	+0.68%	4.30%	Finance	—
MFIN^{Medallion Financial Corp.}	211.45 M USD	9.10 USD	−1.09%	25.93 K	0.73	5.69	1.60 USD	−24.70%	4.57%	Finance	Neutral
MYFW^{First Western Financial, Inc.}	210.73 M USD	21.69 USD	+1.36%	44.6 K	0.80	20.87	1.04 USD	+36.64%	0.00%	Finance	Buy
SAMG^{Silvercrest Asset Management Group Inc.}	193.57 M USD	14.31 USD	−11.45%	116.63 K	1.69	14.31	1.00 USD	+4.28%	4.89%	Finance	Strong buy
WHG^{Westwood Holdings Group Inc}	143.32 M USD	15.28 USD	−1.36%	4.04 K	0.22	532.40	0.03 USD	−98.07%	3.87%	Finance	—
HNNA^{Hennessy Advisors, Inc.}	85.64 M USD	11.00 USD	−2.22%	3.97 K	0.56	8.81	1.25 USD	+83.92%	4.89%	Finance	—
GEG^{Great Elm Group, Inc.}	54.48 M USD	1.95 USD	+1.56%	2.84 K	0.59	—	−0.07 USD	+66.01%	0.00%	Finance	—
ICMB^{Investcorp Credit Management BDC, Inc.} CEF	40.37 M USD	2.79 USD	−0.39%	37.28 K	1.03	6.18	0.45 USD	—	17.14%	Finance	Neutral
BCG^{Binah Capital Group, Inc.}	37.02 M USD	2.23 USD	+3.24%	6.63 K	0.32	—	−0.32 USD	−13.44%	0.00%	Finance	—
STEC^{Santech Holdings Limited} DR	29.12 M USD	1.11 USD	+6.73%	76.34 K	0.46	—	—	—	0.00%	Finance	—
MMAAS^{Highest Performances Holdings Inc. - American Depository Shares} DR	17.95 M USD	4.66 USD	+6.88%	12.28 K	0.08	—	—	—	0.00%	Finance	—
ZBAI^{ATIF Holdings Limited}	15.7 M USD	0.9065 USD	−2.53%	15.24 K	0.06	—	−0.38 USD	+20.03%	0.00%	Finance	—
MEGL^{Magic Empire Global Limited}	15.08 M USD	1.87 USD	+3.31%	669.85 K	0.12	—	−0.03 USD	−867.74%	0.00%	Finance	—
PWM^{Prestige Wealth Inc.}	12.97 M USD	0.4100 USD	+4.33%	184.38 K	0.33	—	−0.09 USD	—	0.00%	Finance	—
EQS^{Equus Total Return, Inc.} CEF	12.84 M USD	0.9450 USD	+4.99%	3.89 K	0.91	—	−1.38 USD	−244.34%	0.00%	Finance	—
GRNQ^{Greenpro Capital Corp.}	6.88 M USD	0.9087 USD	+3.26%	1.71 K	0.07	—	−0.09 USD	−176.19%	0.00%	Finance	—
CCWD^{CaliberCos Inc.}	4.98 M USD	3.83 USD	−4.01%	8.94 K	0.30	—	−17.90 USD	−65.57%	0.00%	Finance	—
BENF^Beneficient	3.03 M USD	0.3493 USD	+5.53%	217.2 K	2.36	—	−19.62 USD	+97.23%	0.00%	Finance	—
MCI^{Barings Corporate Investors} CEF	—	20.13 USD	+1.05%	23.41 K	0.87	—	—	—	—	Finance	—

US stocks

Investment Managers

US companies operating in the same investment managers industry