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 Highest Performances Holdings Inc. - American Depository Shares, 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}	176.09 B USD	109.18 USD	+1.22%	5.23 M	0.42	12.81	8.52 USD	+55.30%	3.32%	Finance	Neutral
BX^{Blackstone Inc.}	158.9 B USD	130.39 USD	+0.78%	4.58 M	0.47	35.98	3.62 USD	+97.40%	3.03%	Finance	Buy
BLK^{BlackRock, Inc.}	135.77 B USD	875.78 USD	+1.16%	1.03 M	0.86	21.27	41.17 USD	+4.62%	2.34%	Finance	Strong buy
KKR^{KKR & Co. Inc.}	91.82 B USD	103.37 USD	+1.29%	3.73 M	0.34	31.63	3.27 USD	−20.05%	0.68%	Finance	Strong buy
UBS^{UBS Group AG Registered}	89.55 B USD	27.94 USD	+0.47%	3.1 M	0.70	19.02	1.47 USD	−84.10%	2.77%	Finance	Neutral
BAM^{Brookfield Asset Management Inc}	79.56 B USD	48.59 USD	+1.25%	1.22 M	0.39	39.22	1.24 USD	+6.55%	3.26%	Finance	Buy
BN^{Brookfield Corporation}	74.48 B USD	49.70 USD	+1.78%	2.32 M	0.41	170.86	0.29 USD	−53.54%	0.67%	Finance	Buy
APO^{Apollo Global Management, Inc. (New)}	72.33 B USD	126.78 USD	+1.25%	2.64 M	0.33	17.53	7.23 USD	−13.77%	1.46%	Finance	Buy
ARES^{Ares Management Corporation}	28.83 B USD	141.24 USD	+1.17%	1.21 M	0.31	69.97	2.02 USD	−17.00%	2.77%	Finance	Buy
RJF^{Raymond James Financial, Inc.}	27.35 B USD	133.46 USD	+0.97%	2.42 M	1.07	13.03	10.24 USD	+28.33%	1.39%	Finance	Buy
OWL^{Blue Owl Capital Inc.}	26.84 B USD	17.41 USD	+1.81%	6.64 M	0.42	118.52	0.15 USD	+27.08%	4.14%	Finance	Buy
TROW^{T. Rowe Price Group, Inc.}	19.14 B USD	86.11 USD	+0.87%	4.9 M	1.54	9.41	9.15 USD	+17.97%	5.79%	Finance	Sell
NTRS^{Northern Trust Corporation}	17.22 B USD	88.30 USD	+0.99%	1.46 M	0.77	9.04	9.77 USD	+92.67%	3.40%	Finance	Neutral
PFG^{Principal Financial Group Inc}	16.23 B USD	72.14 USD	+0.70%	1.64 M	0.74	10.80	6.68 USD	+175.73%	4.03%	Finance	Neutral
TPG^{TPG Inc.}	16.08 B USD	43.51 USD	+0.02%	1.27 M	0.44	—	−0.42 USD	−906.16%	4.00%	Finance	Buy
CRBG^{Corebridge Financial Inc.}	15.4 B USD	27.70 USD	+1.50%	2.84 M	0.66	7.19	3.85 USD	+128.31%	3.36%	Finance	Buy
ARCC^{Ares Capital Corporation}	13.96 B USD	20.40 USD	+1.54%	4.24 M	0.43	8.33	2.45 USD	−7.77%	9.41%	Finance	Strong buy
CG^{The Carlyle Group Inc.}	12.95 B USD	35.84 USD	+1.67%	3.04 M	0.48	12.88	2.78 USD	—	3.91%	Finance	Buy
MORN^{Morningstar, Inc.}	11.86 B USD	277.19 USD	+0.66%	190.96 K	0.92	32.31	8.58 USD	+161.14%	0.60%	Finance	Buy
BEN^{Franklin Resources, Inc.}	9.25 B USD	17.61 USD	+0.34%	4.1 M	0.56	27.01	0.65 USD	−65.59%	7.16%	Finance	Neutral
SEIC^{SEI Investments Company}	9.01 B USD	71.66 USD	+0.32%	649.95 K	0.70	16.24	4.41 USD	+27.64%	1.33%	Finance	Buy
SF^{Stifel Financial Corporation}	8.83 B USD	85.13 USD	+1.77%	1.03 M	0.72	13.61	6.25 USD	+46.20%	2.02%	Finance	Neutral
HLNE^{Hamilton Lane Incorporated}	7.85 B USD	137.73 USD	+1.98%	816.92 K	1.03	25.71	5.36 USD	+64.81%	1.42%	Finance	Neutral
HQY^{HealthEquity, Inc.}	7.31 B USD	84.52 USD	+2.46%	944.01 K	0.73	77.52	1.09 USD	+70.36%	0.00%	Finance	Strong buy
CIGI^{Colliers International Group Inc. - Subordinate Voting Shares}	5.77 B USD	114.06 USD	+0.58%	85.47 K	0.51	37.28	3.06 USD	+126.90%	0.27%	Finance	Buy
IVZ^{Invesco Ltd}	5.73 B USD	12.80 USD	+1.27%	4.68 M	0.51	10.82	1.18 USD	—	6.41%	Finance	Neutral
STEP^{StepStone Group Inc.}	5.46 B USD	47.06 USD	+0.62%	366.06 K	0.36	—	−1.67 USD	−290.52%	1.98%	Finance	Buy
JHG^{Janus Henderson Group plc}	4.84 B USD	30.72 USD	+0.54%	1.09 M	0.50	12.01	2.56 USD	+7.83%	5.08%	Finance	Neutral
AMG^{Affiliated Managers Group, Inc.}	4.49 B USD	156.09 USD	+0.31%	190.78 K	0.68	10.63	14.68 USD	−15.34%	0.03%	Finance	Buy
AB^{AllianceBernstein Holding L.P.}	4.08 B USD	36.90 USD	−0.14%	359.27 K	0.53	9.94	3.71 USD	+58.52%	8.83%	Finance	Buy
CNS^{Cohen & Steers Inc}	3.79 B USD	74.26 USD	+0.50%	335.8 K	1.15	24.32	3.05 USD	+18.71%	3.22%	Finance	Buy
VCTR^{Victory Capital Holdings, Inc. Class A Common Stock}	3.77 B USD	56.28 USD	+0.72%	218.57 K	0.56	12.84	4.38 USD	+40.17%	3.00%	Finance	Buy
GBDC^{Golub Capital BDC, Inc.}	3.75 B USD	14.13 USD	+2.61%	1.26 M	0.44	10.27	1.38 USD	−24.30%	11.75%	Finance	Buy
IFS^{Intercorp Financial Services Inc.}	3.64 B USD	31.51 USD	+1.03%	74.58 K	0.26	10.45	3.02 USD	+21.52%	3.21%	Finance	Strong buy
BRDG^{Bridge Investment Group Holdings Inc.}	3.13 B USD	8.89 USD	+1.48%	124.4 K	0.23	—	−0.27 USD	+55.64%	5.17%	Finance	Neutral
HTGC^{Hercules Capital, Inc.}	3.08 B USD	17.54 USD	+1.80%	787.43 K	0.42	10.87	1.61 USD	−29.32%	9.12%	Finance	Buy
FHI^{Federated Hermes, Inc.}	3.05 B USD	37.57 USD	+0.27%	520.29 K	0.53	11.77	3.19 USD	−6.23%	3.30%	Finance	Neutral
APAM^{Artisan Partners Asset Management Inc.}	2.81 B USD	35.04 USD	+0.43%	402.86 K	0.50	9.83	3.57 USD	+15.04%	8.50%	Finance	Neutral
GCMG^{GCM Grosvenor Inc.}	2.38 B USD	12.32 USD	−0.40%	350.31 K	0.64	381.42	0.03 USD	—	3.57%	Finance	Buy
KYN^{Kayne Anderson Energy Infrastructure Fund, Inc.} CEF	1.99 B USD	11.74 USD	+1.56%	288.49 K	0.27	2.14	5.50 USD	+572.57%	8.52%	Finance	—
PAX^{Patria Investments Limited}	1.55 B USD	9.98 USD	+1.01%	493.92 K	0.65	23.55	0.42 USD	−46.91%	6.26%	Finance	Buy
DBRG^{DigitalBridge Group, Inc.} REIT	1.48 B USD	7.94 USD	+2.19%	1.42 M	0.34	175.66	0.05 USD	−92.59%	0.50%	Finance	Strong buy
SII^{Sprott Inc.}	1.36 B USD	52.75 USD	+2.21%	310.33 K	0.94	29.25	1.80 USD	+11.07%	2.11%	Finance	Strong buy
CODI^{D/B/A Compass Diversified Holdings Shares of Beneficial Interest}	1.25 B USD	16.55 USD	−1.08%	309.19 K	0.57	—	−1.39 USD	+9.95%	6.04%	Finance	Strong buy
PX^{P10, Inc.}	1.23 B USD	11.02 USD	+1.01%	342.41 K	0.47	71.05	0.16 USD	—	1.27%	Finance	Buy
KBDC^{Kayne Anderson BDC, Inc.} CEF	1.11 B USD	15.68 USD	+1.03%	173.79 K	0.69	7.55	2.08 USD	+5.37%	10.20%	Finance	Buy
MFIC^{MidCap Financial Investment Corporation} CEF	1.1 B USD	11.76 USD	+3.70%	414.2 K	0.47	9.05	1.30 USD	−28.54%	12.93%	Finance	Buy
VRTS^{Virtus Investment Partners, Inc.}	1.03 B USD	148.96 USD	+0.61%	32.63 K	0.57	8.81	16.90 USD	−4.55%	5.57%	Finance	Sell
AAMI^{Acadian Asset Management Inc.}	987.08 M USD	26.63 USD	−0.04%	143.59 K	0.43	11.93	2.23 USD	+44.15%	0.15%	Finance	Neutral
ABL^{Abacus Global Management, Inc.}	789.35 M USD	8.15 USD	+1.62%	680.86 K	1.19	—	−0.30 USD	−867.94%	0.00%	Finance	Strong buy
AC^{Associated Capital Group, Inc.}	720.47 M USD	34.06 USD	+0.71%	7.16 K	0.77	16.40	2.08 USD	+20.80%	0.59%	Finance	—
VINP^{Vinci Partners Investments Ltd.}	612.98 M USD	9.45 USD	+0.75%	51.97 K	0.48	—	—	—	0.01%	Finance	Strong buy
NOAH^{Noah Holdings Limited} DR	606.49 M USD	8.46 USD	−0.59%	107.5 K	0.57	1.67	5.06 USD	+146.27%	12.25%	Finance	Neutral
CCAP^{Crescent Capital BDC, Inc.}	574.45 M USD	15.50 USD	+2.18%	124.67 K	0.44	7.80	1.99 USD	−13.19%	10.84%	Finance	Buy
ALTI^{AlTi Global, Inc.}	463.7 M USD	3.26 USD	−2.10%	67.28 K	0.59	—	−1.25 USD	+57.70%	0.00%	Finance	Strong buy
DHIL^{Diamond Hill Investment Group, Inc.}	359.78 M USD	129.07 USD	−0.58%	14.16 K	0.84	8.24	15.66 USD	+9.59%	4.65%	Finance	—
HRZN^{Horizon Technology Finance Corporation} CEF	338.24 M USD	8.39 USD	+3.84%	252.36 K	0.40	—	−0.12 USD	+75.49%	15.73%	Finance	Neutral
MFIN^{Medallion Financial Corp.}	202.61 M USD	8.72 USD	−0.11%	51.58 K	1.08	5.74	1.52 USD	−35.95%	4.82%	Finance	Neutral
SAMG^{Silvercrest Asset Management Group Inc.}	201.51 M USD	14.78 USD	−2.83%	51.91 K	0.77	14.78	1.00 USD	+4.28%	5.35%	Finance	Strong buy
MYFW^{First Western Financial, Inc.}	181.96 M USD	18.75 USD	+3.19%	16.84 K	0.49	21.59	0.87 USD	−2.89%	0.00%	Finance	Buy
WHG^{Westwood Holdings Group Inc}	152.61 M USD	16.27 USD	+5.31%	22.16 K	1.61	65.66	0.25 USD	−80.94%	3.69%	Finance	—
HNNA^{Hennessy Advisors, Inc.}	78.93 M USD	10.14 USD	+3.79%	6.26 K	0.21	9.03	1.12 USD	+76.47%	5.42%	Finance	—
GEG^{Great Elm Group, Inc.}	53.99 M USD	1.91 USD	+0.26%	17.26 K	0.84	—	−0.01 USD	−103.03%	0.00%	Finance	—
ICMB^{Investcorp Credit Management BDC, Inc.} CEF	40.86 M USD	2.84 USD	+2.35%	14.67 K	0.18	6.28	0.45 USD	—	16.93%	Finance	Neutral
BCG^{Binah Capital Group, Inc.}	39.85 M USD	2.40 USD	+16.50%	119.22 K	2.45	—	−0.32 USD	−13.44%	0.00%	Finance	—
STEC^{Santech Holdings Limited} DR	33.32 M USD	1.19 USD	−1.49%	11.94 K	0.20	—	—	—	0.00%	Finance	—
HHPH^{Highest Performances Holdings Inc. - American Depository Shares} DR	27.01 M USD	6.56 USD	+22.39%	116.76 K	14.01	—	—	—	0.00%	Finance	—
ZBAI^{ATIF Holdings Limited}	16.54 M USD	0.9550 USD	−5.45%	5.28 K	0.26	—	−0.38 USD	+20.03%	0.00%	Finance	—
EQS^{Equus Total Return, Inc.} CEF	13.67 M USD	1.01 USD	−2.29%	669	0.15	—	−1.38 USD	−244.34%	0.00%	Finance	—
PWM^{Prestige Wealth Inc.}	10.4 M USD	0.3286 USD	−1.20%	5.46 K	0.09	—	−0.09 USD	—	0.00%	Finance	—
GRNQ^{Greenpro Capital Corp.}	7.03 M USD	0.9278 USD	+0.85%	1.67 K	0.11	—	−0.09 USD	−176.19%	0.00%	Finance	—
CWD^{CaliberCos Inc.}	6.99 M USD	0.3000 USD	−33.48%	584.96 K	2.20	—	−0.89 USD	−50.54%	0.00%	Finance	—
MEGL^{Magic Empire Global Limited}	4.92 M USD	1.21 USD	+0.82%	14.76 K	0.52	—	−0.12 USD	−875.61%	0.00%	Finance	—
BENF^Beneficient	2.33 M USD	0.2690 USD	−6.11%	143.94 K	1.65	—	−19.62 USD	+97.23%	0.00%	Finance	—
MCI^{Barings Corporate Investors} CEF	—	20.99 USD	+0.91%	14.81 K	0.33	—	—	—	—	Finance	—

US stocks

Investment Managers

US companies operating in the same investment managers industry