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 Beneficient, 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}	152.352 B USD	93.64 USD	+1.07%	5.042 M	0.87	17.06	5.49 USD	—	3.63%	Finance	Buy
BX^{Blackstone Inc.}	142.656 B USD	117.99 USD	−0.84%	4.437 M	1.31	41.61	2.84 USD	+242.71%	2.85%	Finance	Buy
BLK^{BlackRock, Inc.}	113.779 B USD	763.91 USD	+0.91%	558.283 K	0.96	19.41	39.35 USD	+22.02%	2.63%	Finance	Buy
UBS^{UBS Group AG Registered}	87.086 B USD	27.17 USD	+1.30%	2.124 M	0.78	2.94	9.24 USD	—	2.59%	Finance	Buy
KKR^{KKR & Co. Inc.}	84.084 B USD	95.01 USD	−2.18%	5.832 M	1.46	23.24	4.09 USD	—	0.69%	Finance	Strong buy
BN^{Brookfield Corporation}	69.947 B USD	42.63 USD	+2.35%	3.873 M	1.24	68.09	0.63 USD	−42.50%	0.67%	Finance	Buy
APO^{Apollo Global Management, Inc. (New)}	62.191 B USD	109.46 USD	−2.33%	3.301 M	1.48	12.17	8.99 USD	—	1.57%	Finance	Buy
RJF^{Raymond James Financial, Inc.}	26.007 B USD	124.42 USD	+0.36%	632.234 K	0.43	14.96	8.32 USD	+9.70%	1.40%	Finance	Buy
OWL^{Blue Owl Capital Inc.}	25.404 B USD	17.95 USD	−0.88%	6.893 M	1.63	121.53	0.15 USD	+523.21%	3.12%	Finance	Buy
ARES^{Ares Management Corporation}	25.047 B USD	131.91 USD	−2.03%	1.085 M	1.03	56.96	2.32 USD	+114.28%	2.46%	Finance	Buy
TROW^{T. Rowe Price Group, Inc.}	24.898 B USD	111.50 USD	+0.31%	1.272 M	0.69	13.24	8.42 USD	+38.17%	4.39%	Finance	Sell
PFG^{Principal Financial Group Inc}	19.034 B USD	81.21 USD	+0.91%	784.86 K	0.76	15.55	5.22 USD	−68.96%	3.26%	Finance	Neutral
CRBG^{Corebridge Financial Inc.}	17.558 B USD	28.68 USD	+1.99%	6.094 M	1.46	7.55	3.80 USD	−42.12%	3.21%	Finance	Strong buy
NTRS^{Northern Trust Corporation}	17.313 B USD	84.62 USD	+1.34%	927.129 K	0.69	18.73	4.52 USD	—	3.55%	Finance	Neutral
TPG^{TPG Inc.}	16.112 B USD	44.17 USD	+1.24%	724.322 K	1.67	—	−0.04 USD	+79.22%	3.03%	Finance	Buy
BAM^{Brookfield Asset Management Inc}	15.269 B USD	39.13 USD	+1.45%	8.493 M	3.74	8.39	4.67 USD	+4.55%	3.40%	Finance	Buy
CG^{The Carlyle Group Inc.}	14.751 B USD	41.06 USD	+1.18%	2.768 M	1.25	—	−1.79 USD	−186.93%	3.41%	Finance	Buy
MORN^{Morningstar, Inc.}	12.568 B USD	294.03 USD	+1.05%	97.591 K	0.81	59.31	4.96 USD	+1176.64%	0.53%	Finance	Strong buy
ARCC^{Ares Capital Corporation}	12.526 B USD	20.61 USD	+0.34%	2.902 M	1.04	7.09	2.91 USD	+131.32%	9.32%	Finance	Strong buy
BEN^{Franklin Resources, Inc.}	12.3 B USD	23.38 USD	+1.78%	5.865 M	0.95	13.41	1.74 USD	+4.97%	5.22%	Finance	Sell
SEIC^{SEI Investments Company}	8.839 B USD	67.27 USD	+1.05%	327.287 K	0.47	18.39	3.66 USD	+27.12%	1.32%	Finance	Neutral
SF^{Stifel Financial Corporation}	8.387 B USD	81.77 USD	+1.16%	509.544 K	0.69	18.61	4.39 USD	−15.70%	1.83%	Finance	Buy
HQY^{HealthEquity, Inc.}	6.768 B USD	78.55 USD	−1.50%	613.348 K	1.20	122.73	0.64 USD	—	0.00%	Finance	Strong buy
IVZ^{Invesco Ltd}	6.675 B USD	14.84 USD	+2.13%	5.527 M	0.94	—	−0.75 USD	−154.80%	5.39%	Finance	Neutral
HLNE^{Hamilton Lane Incorporated}	6.463 B USD	115.67 USD	+0.29%	216.404 K	1.26	35.59	3.25 USD	+25.71%	1.54%	Finance	Neutral
FSK^{FS KKR Capital Corp.}	5.383 B USD	19.22 USD	+0.63%	867.946 K	0.78	7.74	2.48 USD	+669.45%	14.57%	Finance	Neutral
JHG^{Janus Henderson Group plc}	5.223 B USD	32.55 USD	+1.85%	1.093 M	1.00	12.30	2.65 USD	+24.27%	4.79%	Finance	Sell
AMG^{Affiliated Managers Group, Inc.}	5.204 B USD	160.34 USD	−0.19%	341.524 K	1.30	9.25	17.34 USD	−34.12%	0.02%	Finance	Buy
CIGI^{Colliers International Group Inc. - Subordinate Voting Shares}	5.137 B USD	107.98 USD	+3.22%	183.399 K	1.30	52.72	2.05 USD	+134.01%	0.27%	Finance	Buy
MAIN^{Main Street Capital Corporation}	4.28 B USD	50.37 USD	+0.96%	311.907 K	1.05	9.67	5.21 USD	+62.11%	5.57%	Finance	Buy
STEP^{StepStone Group Inc.}	4.134 B USD	36.93 USD	+1.09%	283.062 K	0.73	42.13	0.88 USD	—	2.25%	Finance	Buy
AB^{AllianceBernstein Holding L.P.}	3.819 B USD	33.16 USD	−0.36%	244.564 K	0.66	13.70	2.42 USD	−0.49%	8.11%	Finance	Buy
CNS^{Cohen & Steers Inc}	3.495 B USD	70.57 USD	+1.31%	189.903 K	0.19	27.44	2.57 USD	−22.83%	3.26%	Finance	Neutral
APAM^{Artisan Partners Asset Management Inc.}	3.398 B USD	42.28 USD	+0.83%	402.586 K	0.85	13.15	3.21 USD	+17.01%	5.77%	Finance	Neutral
VCTR^{Victory Capital Holdings, Inc. Class A Common Stock}	3.357 B USD	52.19 USD	+1.56%	491.927 K	0.82	16.69	3.13 USD	−17.85%	2.48%	Finance	Buy
HTGC^{Hercules Capital, Inc.}	3.151 B USD	19.43 USD	+0.67%	1.37 M	1.80	8.95	2.17 USD	+47.58%	8.18%	Finance	Buy
GBDC^{Golub Capital BDC, Inc.}	2.897 B USD	16.89 USD	+0.30%	605.139 K	0.72	9.29	1.82 USD	+167.84%	8.64%	Finance	Buy
FHI^{Federated Hermes, Inc.}	2.768 B USD	32.89 USD	−0.33%	830.326 K	0.74	9.37	3.51 USD	+24.10%	3.41%	Finance	Buy
IFS^{Intercorp Financial Services Inc.}	2.499 B USD	21.65 USD	−0.05%	107.298 K	0.91	8.72	2.48 USD	—	4.61%	Finance	Strong buy
PSEC^{Prospect Capital Corporation}	2.172 B USD	5.23 USD	+0.19%	1.197 M	0.63	—	−0.25 USD	−420.55%	13.77%	Finance	Sell
TSLX^{Sixth Street Specialty Lending, Inc.}	1.948 B USD	21.01 USD	+0.57%	469.704 K	1.08	8.44	2.49 USD	+68.80%	8.76%	Finance	Buy
PAX^{Patria Investments Limited}	1.916 B USD	12.76 USD	+0.39%	592.827 K	1.16	16.01	0.80 USD	+26.23%	8.42%	Finance	Buy
OBDE^{Blue Owl Capital Corporation III}	1.902 B USD	15.45 USD	+0.91%	21.342 K	0.49	6.33	2.44 USD	+76.81%	0.00%	Finance	Strong buy
GCMG^{GCM Grosvenor Inc.}	1.812 B USD	9.68 USD	+0.62%	61.27 K	0.55	—	−0.28 USD	−198.16%	4.55%	Finance	Buy
BRDG^{Bridge Investment Group Holdings Inc.}	1.784 B USD	6.96 USD	+1.61%	146.119 K	1.04	—	−0.61 USD	−166.00%	8.05%	Finance	Buy
GSBD^{Goldman Sachs BDC, Inc.}	1.709 B USD	15.58 USD	+0.97%	368.009 K	0.74	8.65	1.80 USD	+233.57%	11.55%	Finance	Neutral
CODI^{D/B/A Compass Diversified Holdings Shares of Beneficial Interest}	1.634 B USD	21.68 USD	+1.64%	210.172 K	0.90	—	−2.37 USD	−413.38%	4.61%	Finance	Buy
KYN^{Kayne Anderson Energy Infrastructure Fund, Inc.} CEF	1.615 B USD	9.55 USD	−0.42%	612.226 K	1.42	11.68	0.82 USD	−72.79%	8.69%	Finance	—
VRTS^{Virtus Investment Partners, Inc.}	1.606 B USD	226.60 USD	+1.49%	25.173 K	0.44	13.65	16.60 USD	+0.49%	3.24%	Finance	Neutral
OCSL^{Oaktree Specialty Lending Corporation}	1.571 B USD	19.30 USD	+0.05%	602.098 K	1.07	14.58	1.32 USD	+1143.29%	11.40%	Finance	Buy
NMFC^{New Mountain Finance Corporation}	1.35 B USD	12.70 USD	+0.55%	376.072 K	1.27	11.52	1.10 USD	+41.37%	10.08%	Finance	Buy
CSWC^{Capital Southwest Corporation}	1.125 B USD	26.17 USD	+1.47%	199.92 K	1.13	11.51	2.27 USD	+72.38%	8.56%	Finance	Buy
SII^{Sprott Inc.}	1.058 B USD	40.91 USD	+1.14%	99.966 K	1.41	25.20	1.62 USD	+149.72%	2.43%	Finance	Buy
BBDC^{Barings BDC, Inc.}	1.004 B USD	9.47 USD	+0.42%	281.567 K	0.73	7.93	1.19 USD	+1007.79%	10.88%	Finance	Buy
MFIC^{MidCap Financial Investment Corporation}	995.765 M USD	15.26 USD	+0.39%	124.961 K	0.59	8.39	1.82 USD	+283.26%	9.96%	Finance	Buy
CGBD^{Carlyle Secured Lending, Inc.}	872.657 M USD	17.18 USD	+0.53%	138.177 K	0.36	10.52	1.63 USD	+13.66%	10.48%	Finance	Neutral
BSIG^{BrightSphere Investment Group Inc.}	854.077 M USD	22.56 USD	−0.27%	180.642 K	1.01	13.77	1.64 USD	−21.61%	0.18%	Finance	Buy
PX^{P10, Inc.}	853.414 M USD	7.55 USD	+2.58%	735.584 K	0.90	—	−0.06 USD	−126.09%	1.72%	Finance	Buy
SLRC^{SLR Investment Corp.}	841.778 M USD	15.43 USD	−0.19%	96.84 K	0.60	11.02	1.40 USD	+306.80%	10.63%	Finance	Neutral
NOAH^{Noah Holdings Limited} DR	758.808 M USD	13.66 USD	+4.35%	189.572 K	1.30	1.09	12.49 USD	−1.46%	2.66%	Finance	Strong buy
TRIN^{Trinity Capital Inc.}	723.871 M USD	14.63 USD	+1.04%	386.297 K	0.86	9.26	1.58 USD	—	13.53%	Finance	Buy
PFLT^{PennantPark Floating Rate Capital Ltd.}	701.325 M USD	11.38 USD	+0.71%	779.012 K	0.78	10.17	1.12 USD	—	10.76%	Finance	Buy
AC^{Associated Capital Group, Inc.}	696.5 M USD	32.41 USD	+0.17%	3.932 K	1.33	18.85	1.72 USD	—	0.62%	Finance	—
CCAP^{Crescent Capital BDC, Inc.}	648.206 M USD	17.49 USD	+0.87%	98.193 K	0.99	7.64	2.29 USD	+354.93%	9.38%	Finance	Buy
FDUS^{Fidus Investment Corporation}	630.442 M USD	19.98 USD	−1.53%	590.489 K	4.22	6.96	2.87 USD	+78.22%	8.41%	Finance	Buy
CION^{CION Investment Corporation}	623.515 M USD	11.58 USD	+0.78%	178.205 K	0.83	6.60	1.76 USD	+98.05%	11.74%	Finance	Neutral
VINP^{Vinci Partners Investments Ltd.}	568.084 M USD	10.55 USD	−1.49%	53.312 K	2.50	—	—	—	0.01%	Finance	Strong buy
ALTI^{AlTi Global, Inc.}	536.983 M USD	4.50 USD	−6.44%	52.406 K	0.46	—	−2.96 USD	−1552.70%	0.00%	Finance	Strong buy
HPH^{Highest Performances Holdings Inc. - American Depository Shares} DR	524.738 M USD	8.70 USD	−1.81%	272	0.08	—	—	—	0.00%	Finance	—
GAIN^{Gladstone Investment Corporation - Business Development Company}	513.229 M USD	14.30 USD	+0.56%	49.735 K	0.61	7.18	1.99 USD	+39.18%	6.71%	Finance	Buy
GLAD^{Gladstone Capital Corporation}	466.198 M USD	21.43 USD	+0.89%	118.047 K	0.93	6.49	3.30 USD	+248.29%	9.17%	Finance	Neutral
PNNT^{PennantPark Investment Corporation} CEF	459.18 M USD	7.04 USD	−0.56%	313.313 K	0.77	9.42	0.75 USD	—	11.79%	Finance	Buy
DHIL^{Diamond Hill Investment Group, Inc.}	437.234 M USD	151.90 USD	−0.01%	16.662 K	1.29	10.63	14.29 USD	+9.11%	3.95%	Finance	—
TPVG^{TriplePoint Venture Growth BDC Corp.}	348.182 M USD	9.20 USD	−1.18%	528.967 K	1.81	—	−1.11 USD	−94.88%	17.39%	Finance	Neutral
SCM^{Stellus Capital Investment Corporation}	337.759 M USD	14.00 USD	−0.99%	142.882 K	1.22	17.83	0.79 USD	+5.94%	11.43%	Finance	Neutral
SAR^{Saratoga Investment Corp New}	321.812 M USD	23.57 USD	−0.21%	31.285 K	0.66	12.17	1.94 USD	+67.76%	12.13%	Finance	Buy
WHF^{WhiteHorse Finance, Inc.}	297.279 M USD	12.79 USD	−1.77%	88.773 K	0.79	14.56	0.88 USD	+30.05%	11.81%	Finance	Neutral
AGBA^{AGBA Group Holding Limited}	242.516 M USD	3.26 USD	−2.40%	3.991 M	0.07	—	−0.75 USD	−379.54%	0.00%	Finance	—
SAMG^{Silvercrest Asset Management Group Inc.}	201.349 M USD	14.48 USD	−0.38%	20.512 K	0.87	15.40	0.94 USD	−36.45%	5.18%	Finance	Strong buy
OXSQ^{Oxford Square Capital Corp.}	189.758 M USD	3.18 USD	−0.93%	325.902 K	2.00	16.37	0.19 USD	—	13.21%	Finance	Neutral
MFIN^{Medallion Financial Corp.}	186.319 M USD	7.97 USD	+1.53%	43.476 K	0.50	3.76	2.12 USD	+0.86%	4.52%	Finance	Buy
PTMN^{Portman Ridge Finance Corporation}	179.906 M USD	19.32 USD	+0.89%	20.015 K	0.98	15.99	1.21 USD	—	14.29%	Finance	Buy
MYFW^{First Western Financial, Inc.}	167.892 M USD	17.45 USD	+0.35%	13.353 K	0.25	22.94	0.76 USD	—	0.00%	Finance	Buy
MRCC^{Monroe Capital Corporation}	156.864 M USD	7.24 USD	−0.41%	16.042 K	0.27	423.39	0.02 USD	—	13.81%	Finance	Neutral
OFS^{OFS Capital Corporation}	127.148 M USD	9.49 USD	−1.66%	88.251 K	3.25	—	−0.99 USD	−10.09%	14.23%	Finance	Neutral
WHG^{Westwood Holdings Group Inc}	112.436 M USD	12.05 USD	−3.91%	20.797 K	2.26	8.12	1.48 USD	—	4.98%	Finance	—
GECC^{Great Elm Capital Corp.}	96.509 M USD	10.21 USD	−0.39%	12.106 K	1.18	4.63	2.21 USD	—	13.71%	Finance	Neutral
SSSS^{SuRo Capital Corp.}	95.835 M USD	3.78 USD	−1.31%	30.199 K	0.86	19.29	0.20 USD	—	0.00%	Finance	Strong buy
GEG^{Great Elm Group, Inc.}	60.095 M USD	1.90 USD	+2.15%	5.345 K	1.92	6.47	0.29 USD	+445.08%	0.00%	Finance	—
LRFC^{Logan Ridge Finance Corporation}	59.541 M USD	22.25 USD	−0.22%	281	0.10	—	−1.06 USD	+76.02%	4.98%	Finance	Strong buy
HNNA^{Hennessy Advisors, Inc.}	52.192 M USD	6.80 USD	−2.51%	14.703 K	2.83	10.69	0.64 USD	−10.74%	8.09%	Finance	—
BBCG^{Binah Capital Group, Inc.}	49.65 M USD	5.50 USD	−12.70%	3.652 K	0.69	—	−0.93 USD	−536.05%	0.00%	Finance	—
ICMB^{Investcorp Credit Management BDC, Inc.}	47.079 M USD	3.27 USD	+1.24%	9.556 K	0.89	—	−0.25 USD	−91.41%	14.98%	Finance	Neutral
TURN^{180 Degree Capital Corp.} CEF	39 M USD	3.90 USD	−0.44%	6.84 K	0.98	—	−1.37 USD	−199.47%	0.00%	Finance	—
RAND^{Rand Capital Corporation}	35.696 M USD	13.83 USD	−1.53%	385	0.28	5.47	2.53 USD	—	7.23%	Finance	—
BBENF^Beneficient	23.62 M USD	6.82 USD	+255.21%	31.007 M	286.34	—	−279.47 USD	−2530.26%	0.00%	Finance	—
HYW^{Hywin Holdings Ltd.} DR	21 M USD	0.7500 USD	−1.32%	13.864 K	1.75	—	—	—	0.00%	Finance	—
EQS^{Equus Total Return, Inc.}	19.7 M USD	1.45 USD	0.00%	2.205 K	0.40	1.51	0.96 USD	—	0.00%	Finance	—
MEGL^{Magic Empire Global Limited}	12.631 M USD	0.6236 USD	−1.02%	61.111 K	0.20	—	−0.00 USD	—	0.00%	Finance	—
CWD^{CaliberCos Inc.}	11.514 M USD	0.8300 USD	−2.35%	6.846 K	0.17	—	−0.59 USD	−292.34%	0.00%	Finance	—

US stocks

Investment Managers

US companies operating in the same investment managers industry