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}	160.355 B USD	98.67 USD	−0.30%	5.542 M	0.99	17.98	5.49 USD	—	3.44%	Finance	Buy
BX^{Blackstone Inc.}	146.549 B USD	121.21 USD	−1.97%	2.926 M	0.94	42.75	2.84 USD	+242.71%	2.72%	Finance	Buy
BLK^{BlackRock, Inc.}	114.632 B USD	771.41 USD	−1.34%	636.194 K	1.37	19.60	39.35 USD	+22.01%	2.57%	Finance	Buy
UBS^{UBS Group AG Registered}	98.946 B USD	30.87 USD	0.00%	1.62 M	0.99	3.51	8.80 USD	—	2.24%	Finance	Neutral
KKR^{KKR & Co. Inc.}	93.568 B USD	105.44 USD	−0.93%	3.379 M	0.94	23.63	4.46 USD	—	0.62%	Finance	Strong buy
BN^{Brookfield Corporation}	71.555 B USD	43.55 USD	−2.75%	1.629 M	0.77	72.40	0.60 USD	+58.78%	0.65%	Finance	Buy
APO^{Apollo Global Management, Inc. (New)}	65.777 B USD	115.60 USD	+0.07%	2.508 M	1.52	12.90	8.96 USD	—	1.49%	Finance	Buy
OWL^{Blue Owl Capital Inc.}	27.933 B USD	19.55 USD	+1.45%	5.722 M	1.20	132.36	0.15 USD	+523.21%	2.91%	Finance	Strong buy
ARES^{Ares Management Corporation}	27.598 B USD	144.34 USD	−1.14%	1.14 M	0.83	63.37	2.28 USD	+110.78%	2.22%	Finance	Buy
TROW^{T. Rowe Price Group, Inc.}	25.976 B USD	116.33 USD	−1.58%	1.109 M	1.06	13.81	8.42 USD	+38.17%	4.15%	Finance	Sell
RJF^{Raymond James Financial, Inc.}	25.607 B USD	123.54 USD	−1.84%	1.087 M	1.36	14.95	8.27 USD	+8.99%	1.38%	Finance	Buy
PFG^{Principal Financial Group Inc}	19.013 B USD	81.12 USD	−1.34%	873.999 K	1.12	15.53	5.22 USD	−68.96%	3.22%	Finance	Neutral
CRBG^{Corebridge Financial Inc.}	18.264 B USD	29.86 USD	−2.48%	3.848 M	0.67	7.86	3.80 USD	−42.12%	3.00%	Finance	Strong buy
NTRS^{Northern Trust Corporation}	16.793 B USD	82.08 USD	−1.48%	1.231 M	1.30	18.17	4.52 USD	—	3.60%	Finance	Neutral
TPG^{TPG Inc.}	15.773 B USD	43.24 USD	−2.24%	1.035 M	1.36	—	−0.14 USD	+56.41%	3.03%	Finance	Buy
CG^{The Carlyle Group Inc.}	15.507 B USD	43.09 USD	−3.28%	1.839 M	0.96	—	−1.79 USD	−186.93%	3.14%	Finance	Buy
BAM^{Brookfield Asset Management Inc}	15.472 B USD	39.65 USD	−1.42%	734.45 K	0.52	36.60	1.08 USD	—	3.26%	Finance	Buy
ARCC^{Ares Capital Corporation}	12.949 B USD	21.34 USD	−0.05%	2.743 M	0.74	7.34	2.91 USD	+131.32%	8.99%	Finance	Strong buy
MORN^{Morningstar, Inc.}	12.479 B USD	291.94 USD	−1.90%	90.977 K	1.11	58.89	4.96 USD	+1176.64%	0.52%	Finance	Strong buy
BEN^{Franklin Resources, Inc.}	12.137 B USD	23.07 USD	−1.11%	2.669 M	0.91	13.23	1.74 USD	+4.97%	5.23%	Finance	Sell
SEIC^{SEI Investments Company}	8.793 B USD	66.92 USD	−1.86%	669.126 K	1.79	18.30	3.66 USD	+27.12%	1.31%	Finance	Neutral
SF^{Stifel Financial Corporation}	8.236 B USD	80.39 USD	−0.84%	858.904 K	1.45	18.29	4.40 USD	−15.66%	1.85%	Finance	Buy
HLNE^{Hamilton Lane Incorporated}	7.045 B USD	130.00 USD	+2.40%	440.931 K	1.37	35.85	3.63 USD	+20.44%	1.40%	Finance	Neutral
IVZ^{Invesco Ltd}	6.95 B USD	15.45 USD	−1.15%	2.331 M	0.55	—	−0.75 USD	−154.80%	5.12%	Finance	Neutral
HQY^{HealthEquity, Inc.}	6.89 B USD	79.19 USD	−0.10%	566.969 K	1.26	123.73	0.64 USD	—	0.00%	Finance	Strong buy
CIGI^{Colliers International Group Inc. - Subordinate Voting Shares}	5.658 B USD	112.64 USD	+0.92%	179.83 K	2.45	55.01	2.05 USD	+133.92%	0.26%	Finance	Buy
FSK^{FS KKR Capital Corp.}	5.635 B USD	20.12 USD	+0.05%	817.116 K	0.63	8.41	2.39 USD	+897.62%	13.92%	Finance	Neutral
JHG^{Janus Henderson Group plc}	5.422 B USD	33.79 USD	−1.72%	843.059 K	0.91	12.77	2.65 USD	+24.27%	4.54%	Finance	Neutral
AMG^{Affiliated Managers Group, Inc.}	5.096 B USD	159.94 USD	−0.33%	378.826 K	2.01	8.88	18.01 USD	−31.65%	0.02%	Finance	Buy
STEP^{StepStone Group Inc.}	4.918 B USD	44.45 USD	+6.57%	892.15 K	1.79	48.44	0.92 USD	—	1.99%	Finance	Buy
MAIN^{Main Street Capital Corporation}	4.098 B USD	48.22 USD	−0.68%	293.229 K	0.61	8.82	5.47 USD	+65.44%	5.78%	Finance	Buy
AB^{AllianceBernstein Holding L.P.}	3.858 B USD	33.50 USD	−0.71%	182.88 K	0.68	13.84	2.42 USD	−0.49%	7.97%	Finance	Buy
APAM^{Artisan Partners Asset Management Inc.}	3.552 B USD	44.19 USD	−1.91%	314.621 K	0.95	13.75	3.21 USD	+17.01%	5.42%	Finance	Neutral
CNS^{Cohen & Steers Inc}	3.468 B USD	68.62 USD	−3.54%	208.878 K	1.18	26.68	2.57 USD	−22.83%	3.23%	Finance	Neutral
VCTR^{Victory Capital Holdings, Inc. Class A Common Stock}	3.402 B USD	52.57 USD	−2.92%	369.706 K	0.90	16.10	3.26 USD	−7.92%	2.39%	Finance	Buy
HTGC^{Hercules Capital, Inc.}	3.148 B USD	19.41 USD	0.00%	761.852 K	0.68	8.94	2.17 USD	+47.58%	8.19%	Finance	Buy
GBDC^{Golub Capital BDC, Inc.}	2.799 B USD	16.32 USD	+0.43%	808.042 K	0.93	8.07	2.02 USD	+221.35%	8.98%	Finance	Buy
FHI^{Federated Hermes, Inc.}	2.77 B USD	32.91 USD	+1.14%	982.631 K	1.49	9.37	3.51 USD	+24.10%	3.44%	Finance	Buy
IFS^{Intercorp Financial Services Inc.}	2.591 B USD	22.44 USD	−0.66%	36.398 K	0.40	10.18	2.21 USD	—	4.37%	Finance	Buy
PSEC^{Prospect Capital Corporation}	2.353 B USD	5.67 USD	−0.35%	1.853 M	1.19	26.21	0.22 USD	—	12.65%	Finance	Sell
BRDG^{Bridge Investment Group Holdings Inc.}	2.026 B USD	7.81 USD	−1.14%	140.74 K	0.70	—	−0.53 USD	−218.48%	7.09%	Finance	Buy
OBDE^{Blue Owl Capital Corporation III}	1.997 B USD	16.22 USD	−0.18%	8.463 K	0.35	7.15	2.27 USD	+29.66%	0.00%	Finance	Strong buy
TSLX^{Sixth Street Specialty Lending, Inc.}	1.983 B USD	21.59 USD	−0.46%	389.343 K	1.22	8.67	2.49 USD	+68.80%	8.48%	Finance	Buy
PAX^{Patria Investments Limited}	1.94 B USD	12.92 USD	−0.69%	357.962 K	1.04	16.21	0.80 USD	+26.23%	8.26%	Finance	Buy
GCMG^{GCM Grosvenor Inc.}	1.907 B USD	10.12 USD	+1.15%	185.116 K	0.85	—	−0.31 USD	−375.46%	4.40%	Finance	Buy
CODI^{D/B/A Compass Diversified Holdings Shares of Beneficial Interest}	1.689 B USD	22.40 USD	+1.40%	239.612 K	1.64	—	−2.37 USD	−413.38%	4.53%	Finance	Buy
GSBD^{Goldman Sachs BDC, Inc.}	1.665 B USD	15.18 USD	−0.07%	490.013 K	0.53	7.91	1.92 USD	+363.40%	11.85%	Finance	Neutral
KYN^{Kayne Anderson Energy Infrastructure Fund, Inc.} CEF	1.654 B USD	9.82 USD	+0.41%	458.939 K	1.44	12.02	0.82 USD	−72.79%	8.49%	Finance	—
VRTS^{Virtus Investment Partners, Inc.}	1.629 B USD	228.54 USD	−1.76%	26.646 K	0.80	13.77	16.60 USD	+0.48%	3.16%	Finance	Neutral
OCSL^{Oaktree Specialty Lending Corporation}	1.519 B USD	19.23 USD	+0.26%	377.671 K	0.73	14.52	1.32 USD	+1143.29%	11.47%	Finance	Buy
NMFC^{New Mountain Finance Corporation}	1.297 B USD	12.61 USD	+0.16%	279.384 K	0.75	11.44	1.10 USD	+41.37%	10.17%	Finance	Buy
SII^{Sprott Inc.}	1.194 B USD	46.18 USD	+0.68%	167.645 K	0.70	26.54	1.74 USD	+144.46%	2.14%	Finance	Buy
CSWC^{Capital Southwest Corporation}	1.086 B USD	25.26 USD	−2.13%	719.604 K	1.72	12.22	2.07 USD	+99.97%	8.68%	Finance	Buy
BBDC^{Barings BDC, Inc.}	1.06 B USD	9.99 USD	+0.40%	434.294 K	1.32	8.05	1.24 USD	+462.36%	10.35%	Finance	Buy
MFIC^{MidCap Financial Investment Corporation}	1.008 B USD	15.44 USD	−0.19%	202.471 K	1.12	8.83	1.75 USD	+114.20%	9.83%	Finance	Buy
PX^{P10, Inc.}	908.299 M USD	8.03 USD	−1.95%	351.908 K	0.73	—	−0.03 USD	−114.74%	1.59%	Finance	Buy
CGBD^{Carlyle Secured Lending, Inc.}	903.642 M USD	17.79 USD	−0.67%	176.67 K	0.75	10.74	1.66 USD	+16.43%	10.05%	Finance	Neutral
NOAH^{Noah Holdings Limited} DR	885.672 M USD	14.32 USD	+3.54%	217.707 K	1.27	1.15	12.49 USD	−1.46%	2.63%	Finance	Strong buy
SLRC^{SLR Investment Corp.}	883.785 M USD	16.20 USD	−0.55%	117.09 K	1.17	9.07	1.79 USD	+310.95%	10.07%	Finance	Neutral
BSIG^{BrightSphere Investment Group Inc.}	857.613 M USD	22.71 USD	+0.66%	209.12 K	0.84	13.89	1.64 USD	−21.73%	0.18%	Finance	Buy
AC^{Associated Capital Group, Inc.}	731.654 M USD	34.17 USD	−0.52%	937	0.23	21.99	1.55 USD	—	0.58%	Finance	—
PFLT^{PennantPark Floating Rate Capital Ltd.}	692.697 M USD	11.24 USD	−0.62%	1.347 M	1.03	7.60	1.48 USD	—	10.83%	Finance	Buy
TRIN^{Trinity Capital Inc.}	688.662 M USD	14.83 USD	+0.34%	263.942 K	0.86	9.38	1.58 USD	—	13.40%	Finance	Buy
CCAP^{Crescent Capital BDC, Inc.}	669.332 M USD	18.06 USD	+0.39%	104.703 K	0.28	6.44	2.81 USD	+1186.79%	9.12%	Finance	Buy
CION^{CION Investment Corporation}	665.577 M USD	12.42 USD	−0.56%	137.559 K	0.52	5.09	2.44 USD	+1222.79%	10.89%	Finance	Neutral
FDUS^{Fidus Investment Corporation}	610.785 M USD	19.93 USD	+0.20%	207.409 K	0.72	6.94	2.87 USD	+78.22%	8.45%	Finance	Buy
ALTI^{AlTi Global, Inc.}	604.839 M USD	5.04 USD	+11.50%	256.63 K	2.46	—	−1.52 USD	−24.47%	0.00%	Finance	Strong buy
VINP^{Vinci Partners Investments Ltd.}	575.622 M USD	10.69 USD	−3.95%	90.686 K	3.52	—	—	—	0.01%	Finance	Strong buy
HPH^{Highest Performances Holdings Inc. - American Depository Shares} DR	560.926 M USD	9.29 USD	−0.11%	943	0.29	—	—	—	0.00%	Finance	—
GAIN^{Gladstone Investment Corporation - Business Development Company}	498.155 M USD	13.88 USD	+0.07%	106.051 K	1.06	5.60	2.48 USD	+132.18%	6.92%	Finance	Neutral
GLAD^{Gladstone Capital Corporation}	483.601 M USD	22.23 USD	−0.22%	87.936 K	0.80	6.73	3.30 USD	+248.29%	8.82%	Finance	Neutral
PNNT^{PennantPark Investment Corporation} CEF	482.661 M USD	7.38 USD	−0.27%	208.118 K	0.58	8.03	0.92 USD	—	11.22%	Finance	Neutral
DHIL^{Diamond Hill Investment Group, Inc.}	414.769 M USD	149.58 USD	−1.97%	30.472 K	1.54	10.17	14.71 USD	+1.93%	3.93%	Finance	—
HRZN^{Horizon Technology Finance Corporation}	404.49 M USD	11.55 USD	−1.11%	169.762 K	0.63	—	−0.43 USD	−148.22%	11.30%	Finance	Sell
TPVG^{TriplePoint Venture Growth BDC Corp.}	353.253 M USD	9.39 USD	−0.84%	310.332 K	0.91	—	−1.11 USD	−94.88%	16.90%	Finance	Neutral
SCM^{Stellus Capital Investment Corporation}	335.105 M USD	13.89 USD	+0.07%	201.498 K	0.90	12.73	1.09 USD	+52.95%	11.52%	Finance	Neutral
SAR^{Saratoga Investment Corp New}	323.178 M USD	23.67 USD	−0.04%	65.368 K	1.13	33.32	0.71 USD	−65.82%	12.08%	Finance	Buy
WHF^{WhiteHorse Finance, Inc.}	305.647 M USD	13.15 USD	−0.75%	132.569 K	2.19	16.19	0.81 USD	+7.96%	11.40%	Finance	Neutral
SAMG^{Silvercrest Asset Management Group Inc.}	208.652 M USD	15.00 USD	−0.53%	41.12 K	1.09	15.96	0.94 USD	−36.45%	4.97%	Finance	Strong buy
AGBA^{AGBA Group Holding Limited}	198.63 M USD	2.43 USD	−8.30%	1.088 M	0.66	—	−0.67 USD	−229.15%	0.00%	Finance	—
MFIN^{Medallion Financial Corp.}	194.727 M USD	8.33 USD	+5.31%	171.697 K	3.03	3.92	2.12 USD	+0.95%	4.55%	Finance	Buy
PTMN^{Portman Ridge Finance Corporation}	183.319 M USD	19.63 USD	−0.20%	23.186 K	0.42	11.67	1.68 USD	—	14.03%	Finance	Buy
OXSQ^{Oxford Square Capital Corp.}	182.001 M USD	3.05 USD	−1.13%	293.56 K	0.94	15.71	0.19 USD	—	13.61%	Finance	Neutral
MYFW^{First Western Financial, Inc.}	167.699 M USD	17.43 USD	−3.17%	13.696 K	0.49	22.91	0.76 USD	—	0.00%	Finance	Buy
MRCC^{Monroe Capital Corporation}	162.064 M USD	7.48 USD	+1.49%	75.582 K	1.16	779.17	0.01 USD	—	13.57%	Finance	Neutral
OFS^{OFS Capital Corporation}	127.55 M USD	9.52 USD	−3.74%	63.112 K	1.32	—	−0.99 USD	−10.09%	13.65%	Finance	Neutral
WHG^{Westwood Holdings Group Inc}	117.533 M USD	12.62 USD	−0.08%	14.753 K	1.49	8.51	1.48 USD	—	4.75%	Finance	—
SSSS^{SuRo Capital Corp.}	105.723 M USD	4.17 USD	+2.71%	44.875 K	0.48	—	−0.84 USD	+82.93%	0.00%	Finance	Strong buy
GECC^{Great Elm Capital Corp.}	96.698 M USD	10.23 USD	−0.44%	9.516 K	0.52	4.64	2.21 USD	—	13.63%	Finance	Neutral
LRFC^{Logan Ridge Finance Corporation}	60.205 M USD	22.48 USD	−0.09%	439	0.16	—	−0.18 USD	+95.91%	4.90%	Finance	Strong buy
GEG^{Great Elm Group, Inc.}	57.376 M USD	1.80 USD	−1.64%	22.408 K	0.15	—	−0.21 USD	−131.58%	0.00%	Finance	—
HNNA^{Hennessy Advisors, Inc.}	54.671 M USD	7.12 USD	−1.79%	13.064 K	1.83	10.48	0.68 USD	+3.32%	7.59%	Finance	—
ICMB^{Investcorp Credit Management BDC, Inc.}	46.503 M USD	3.23 USD	+0.31%	60.547 K	0.51	—	−0.01 USD	+97.39%	15.22%	Finance	Neutral
BBCG^{Binah Capital Group, Inc.}	46.059 M USD	6.63 USD	+7.11%	105.442 K	0.05	—	−0.31 USD	+56.27%	0.00%	Finance	—
RAND^{Rand Capital Corporation}	39.386 M USD	15.26 USD	+0.99%	12.056 K	4.03	6.84	2.23 USD	+238.75%	6.62%	Finance	—
TURN^{180 Degree Capital Corp.} CEF	38.202 M USD	3.84 USD	+0.44%	30.308 K	1.97	—	−1.37 USD	−199.47%	0.00%	Finance	—
EQS^{Equus Total Return, Inc.}	19.224 M USD	1.42 USD	−5.90%	13.993 K	1.62	1.64	0.86 USD	—	0.00%	Finance	—
HYW^{Hywin Holdings Ltd.} DR	14.588 M USD	0.5102 USD	−2.07%	41.161 K	0.31	—	—	—	0.00%	Finance	—
CWD^{CaliberCos Inc.}	14.555 M USD	1.01 USD	−0.98%	55.898 K	2.66	—	−0.71 USD	−2051.20%	0.00%	Finance	—
MEGL^{Magic Empire Global Limited}	12.966 M USD	0.6401 USD	−0.28%	56.235 K	0.26	—	−0.00 USD	—	0.00%	Finance	—

US stocks

Investment Managers

US companies operating in the same investment managers industry