Investment Managers
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 Bridge Investment Group Holdings 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
 MSMorgan Stanley | 152.694 B USD | 93.85 USD | +0.10% | 5.101 M | 0.47 | 17.10 | 5.49 USD | — | 3.54% | Finance | Buy |
 BXBlackstone Inc. | 149.656 B USD | 123.78 USD | −0.36% | 2.021 M | 0.51 | 43.72 | 2.83 USD | +242.16% | 2.71% | Finance | Buy |
 BLKBlackRock, Inc. | 113.613 B USD | 762.80 USD | −0.50% | 751.258 K | 0.98 | 19.38 | 39.35 USD | +22.02% | 2.64% | Finance | Buy |
 UBSUBS Group AG Registered | 87.695 B USD | 27.36 USD | −3.63% | 3.249 M | 1.21 | 2.96 | 9.24 USD | — | 1.99% | Finance | Buy |
 KKRKKR & Co. Inc. | 85.642 B USD | 96.77 USD | −1.22% | 3.639 M | 0.95 | 23.67 | 4.09 USD | — | 0.68% | Finance | Strong buy |
 BNBrookfield Corporation | 66.501 B USD | 40.53 USD | +0.40% | 2.414 M | 0.61 | 64.74 | 0.63 USD | −42.50% | 0.71% | Finance | Buy |
 APOApollo Global Management, Inc. (New) | 64.043 B USD | 112.72 USD | −0.92% | 1.41 M | 0.68 | 13.44 | 8.39 USD | — | 1.53% | Finance | Buy |
 RJFRaymond James Financial, Inc. | 26.659 B USD | 127.54 USD | +0.31% | 1.324 M | 1.00 | 15.98 | 7.98 USD | +11.28% | 1.36% | Finance | Buy |
 OWLBlue Owl Capital Inc. | 26.578 B USD | 18.78 USD | +0.43% | 3.226 M | 1.02 | 162.46 | 0.12 USD | — | 2.98% | Finance | Buy |
 ARESAres Management Corporation | 25.814 B USD | 135.95 USD | −0.40% | 1.125 M | 1.05 | 55.89 | 2.43 USD | +193.90% | 2.38% | Finance | Buy |
 TROWT. Rowe Price Group, Inc. | 24.838 B USD | 111.06 USD | −0.79% | 1.054 M | 0.63 | 14.31 | 7.76 USD | +16.06% | 4.41% | Finance | Sell |
 PFGPrincipal Financial Group Inc | 19.32 B USD | 82.16 USD | +0.80% | 1.2 M | 1.35 | 33.92 | 2.42 USD | −87.13% | 3.23% | Finance | Neutral |
 NTRSNorthern Trust Corporation | 17.247 B USD | 84.30 USD | +0.14% | 1.333 M | 0.85 | 18.66 | 4.52 USD | — | 3.56% | Finance | Neutral |
 CRBGCorebridge Financial Inc. | 16.908 B USD | 27.16 USD | −0.62% | 3.346 M | 0.98 | 16.10 | 1.69 USD | −86.65% | 3.39% | Finance | Strong buy |
 TPGTPG Inc. | 16.745 B USD | 43.79 USD | −0.84% | 352.178 K | 0.73 | — | −0.04 USD | +79.22% | 3.06% | Finance | Buy |
 CGThe Carlyle Group Inc. | 16.569 B USD | 46.12 USD | −0.45% | 1.405 M | 0.73 | — | −1.69 USD | −150.38% | 3.04% | Finance | Buy |
 BAMBrookfield Asset Management Inc | 15.289 B USD | 39.18 USD | −1.04% | 947.33 K | 0.52 | 8.40 | 4.67 USD | +4.55% | 3.39% | Finance | Buy |
 BENFranklin Resources, Inc. | 13.348 B USD | 25.35 USD | +0.08% | 7.187 M | 1.72 | 13.38 | 1.89 USD | −3.61% | 4.81% | Finance | Sell |
 MORNMorningstar, Inc. | 12.919 B USD | 302.36 USD | +0.65% | 110.61 K | 1.08 | 92.03 | 3.29 USD | +101.34% | 0.51% | Finance | Strong buy |
 ARCCAres Capital Corporation | 12.615 B USD | 20.79 USD | +0.24% | 2.126 M | 0.82 | 7.83 | 2.65 USD | +125.29% | 9.24% | Finance | Strong buy |
 SEICSEI Investments Company | 8.759 B USD | 66.60 USD | −0.60% | 1.562 M | 3.21 | 19.26 | 3.46 USD | +0.29% | 1.34% | Finance | Neutral |
 SFStifel Financial Corporation | 8.047 B USD | 78.28 USD | +0.51% | 792.819 K | 1.38 | 18.30 | 4.28 USD | −19.55% | 1.92% | Finance | Buy |
 HQYHealthEquity, Inc. | 6.824 B USD | 79.20 USD | −0.84% | 748.776 K | 1.43 | 123.75 | 0.64 USD | — | 0.00% | Finance | Strong buy |
 IVZInvesco Ltd | 6.522 B USD | 14.52 USD | −0.41% | 8.465 M | 1.82 | — | −0.76 USD | −154.95% | 5.51% | Finance | Neutral |
 HLNEHamilton Lane Incorporated | 6.333 B USD | 113.34 USD | −0.13% | 148.432 K | 0.75 | 34.87 | 3.25 USD | +25.71% | 1.57% | Finance | Neutral |
 FSKFS KKR Capital Corp. | 5.447 B USD | 19.45 USD | +0.15% | 851.732 K | 0.69 | 7.83 | 2.48 USD | +669.45% | 14.40% | Finance | Neutral |
 AMGAffiliated Managers Group, Inc. | 5.26 B USD | 162.07 USD | +0.37% | 218.527 K | 0.80 | 9.34 | 17.34 USD | −34.12% | 0.02% | Finance | Buy |
 CIGIColliers International Group Inc. - Subordinate Voting Shares | 5.185 B USD | 109.00 USD | −0.83% | 210.498 K | 2.06 | 80.67 | 1.35 USD | +42.97% | 0.27% | Finance | Buy |
 JHGJanus Henderson Group plc | 5.114 B USD | 31.62 USD | −0.69% | 887.95 K | 0.99 | 13.34 | 2.37 USD | +14.74% | 4.93% | Finance | Sell |
 MAINMain Street Capital Corporation | 4.147 B USD | 48.80 USD | +0.23% | 203.424 K | 0.65 | 9.36 | 5.21 USD | +62.11% | 5.66% | Finance | Buy |
 STEPStepStone Group Inc. | 4.007 B USD | 35.80 USD | +0.03% | 464.974 K | 1.15 | 40.84 | 0.88 USD | — | 2.32% | Finance | Buy |
 ABAllianceBernstein Holding L.P. | 3.747 B USD | 33.52 USD | +0.06% | 319.321 K | 1.13 | 14.32 | 2.34 USD | −13.44% | 8.03% | Finance | Buy |
 CNSCohen & Steers Inc | 3.506 B USD | 70.79 USD | −1.10% | 275.238 K | 0.28 | 27.55 | 2.57 USD | −22.90% | 3.25% | Finance | Neutral |
 APAMArtisan Partners Asset Management Inc. | 3.372 B USD | 42.20 USD | −2.83% | 598.287 K | 1.37 | 13.12 | 3.22 USD | +17.03% | 5.78% | Finance | Neutral |
 VCTRVictory Capital Holdings, Inc. Class A Common Stock | 3.217 B USD | 50.02 USD | −1.22% | 867.943 K | 1.32 | 16.00 | 3.13 USD | −17.85% | 2.59% | Finance | Buy |
 HTGCHercules Capital, Inc. | 3.075 B USD | 18.96 USD | +0.58% | 620.726 K | 0.80 | 8.31 | 2.28 USD | +202.20% | 8.39% | Finance | Buy |
 FHIFederated Hermes, Inc. | 2.944 B USD | 34.98 USD | +0.09% | 644.221 K | 0.75 | 10.28 | 3.40 USD | +28.11% | 3.20% | Finance | Buy |
 GBDCGolub Capital BDC, Inc. | 2.928 B USD | 17.07 USD | −0.81% | 990.261 K | 1.37 | 9.39 | 1.82 USD | +167.84% | 8.55% | Finance | Buy |
 IFSIntercorp Financial Services Inc. | 2.535 B USD | 21.96 USD | +0.18% | 87.652 K | 0.49 | 8.85 | 2.48 USD | — | 5.36% | Finance | Strong buy |
 PSECProspect Capital Corporation | 2.283 B USD | 5.50 USD | +0.46% | 1.693 M | 1.20 | — | −0.25 USD | −420.55% | 13.09% | Finance | Sell |
 PAXPatria Investments Limited | 2.091 B USD | 13.93 USD | −1.42% | 281.628 K | 0.84 | — | — | — | 7.72% | Finance | Buy |
 TSLXSixth Street Specialty Lending, Inc. | 1.941 B USD | 21.14 USD | −0.19% | 260.985 K | 0.60 | 8.11 | 2.61 USD | +94.81% | 8.70% | Finance | Buy |
 OBDEBlue Owl Capital Corporation III | 1.883 B USD | 15.29 USD | −1.29% | 19.825 K | 0.70 | 6.27 | 2.44 USD | +76.81% | 0.00% | Finance | Strong buy |
 BRDGBridge Investment Group Holdings Inc. | 1.787 B USD | 6.97 USD | +5.29% | 269.083 K | 1.32 | — | −0.61 USD | −166.00% | 8.03% | Finance | Buy |
 GCMGGCM Grosvenor Inc. | 1.773 B USD | 9.47 USD | 0.00% | 151.193 K | 1.33 | — | −0.28 USD | −198.16% | 4.65% | Finance | Buy |
 CODID/B/A Compass Diversified Holdings Shares of Beneficial Interest | 1.748 B USD | 23.22 USD | +0.04% | 133.702 K | 0.68 | — | −1.55 USD | −364.89% | 4.31% | Finance | Buy |
 GSBDGoldman Sachs BDC, Inc. | 1.703 B USD | 15.53 USD | +0.13% | 539.323 K | 1.14 | 8.62 | 1.80 USD | +233.57% | 11.59% | Finance | Neutral |
 VRTSVirtus Investment Partners, Inc. | 1.663 B USD | 234.70 USD | +0.67% | 36.198 K | 0.86 | 13.25 | 17.71 USD | +14.10% | 3.03% | Finance | Neutral |
 KYNKayne Anderson Energy Infrastructure Fund, Inc.CEF | 1.649 B USD | 9.75 USD | 0.00% | 268.246 K | 0.52 | 11.93 | 0.82 USD | −72.79% | 8.51% | Finance | — |
 OCSLOaktree Specialty Lending Corporation | 1.555 B USD | 19.69 USD | +0.25% | 364.276 K | 0.78 | 13.12 | 1.50 USD | +2837.38% | 11.17% | Finance | Buy |
 NMFCNew Mountain Finance Corporation | 1.309 B USD | 12.72 USD | +0.16% | 246.49 K | 0.93 | 10.23 | 1.24 USD | +70.99% | 10.06% | Finance | Buy |
 CSWCCapital Southwest Corporation | 1.109 B USD | 25.80 USD | +0.43% | 142.666 K | 0.77 | 11.35 | 2.27 USD | +72.38% | 8.68% | Finance | Buy |
 SIISprott Inc. | 1.009 B USD | 39.00 USD | −1.66% | 57.799 K | 0.54 | 24.02 | 1.62 USD | +149.72% | 2.55% | Finance | Buy |
 MFICMidCap Financial Investment Corporation | 995.113 M USD | 15.25 USD | −0.07% | 155.906 K | 0.65 | 8.39 | 1.82 USD | +283.26% | 9.97% | Finance | Buy |
 BBDCBarings BDC, Inc. | 981.12 M USD | 9.25 USD | −0.11% | 346.773 K | 0.84 | 7.75 | 1.19 USD | +1007.79% | 11.14% | Finance | Buy |
 BSIGBrightSphere Investment Group Inc. | 881.837 M USD | 23.08 USD | −1.83% | 143.676 K | 0.83 | 14.90 | 1.55 USD | −33.62% | 0.17% | Finance | Buy |
 PXP10, Inc. | 879.507 M USD | 7.59 USD | 0.00% | 718.312 K | 1.13 | — | −0.06 USD | −126.09% | 1.71% | Finance | Buy |
 CGBDCarlyle Secured Lending, Inc. | 867.578 M USD | 17.08 USD | +0.53% | 682.535 K | 2.83 | 10.46 | 1.63 USD | +13.66% | 10.54% | Finance | Neutral |
 SLRCSLR Investment Corp. | 847.233 M USD | 15.53 USD | +0.78% | 231.843 K | 1.27 | 11.09 | 1.40 USD | +306.80% | 10.56% | Finance | Neutral |
 NOAHNoah Holdings LimitedDR | 759.668 M USD | 12.19 USD | +0.41% | 121.091 K | 0.94 | 0.74 | 16.37 USD | +7.58% | 2.98% | Finance | Strong buy |
 PFLTPennantPark Floating Rate Capital Ltd. | 709.953 M USD | 11.52 USD | −0.22% | 237.746 K | 0.59 | 10.29 | 1.12 USD | — | 10.63% | Finance | Buy |
 ACAssociated Capital Group, Inc. | 704.56 M USD | 32.78 USD | +0.18% | 1.645 K | 0.56 | 19.07 | 1.72 USD | — | 0.61% | Finance | — |
 TRINTrinity Capital Inc. | 693.77 M USD | 14.94 USD | +0.61% | 257.089 K | 0.51 | 7.95 | 1.88 USD | — | 13.25% | Finance | Buy |
 CCAPCrescent Capital BDC, Inc. | 638.941 M USD | 17.24 USD | +0.29% | 192.828 K | 2.23 | 7.53 | 2.29 USD | +354.93% | 9.51% | Finance | Buy |
 FDUSFidus Investment Corporation | 621.818 M USD | 20.29 USD | −0.25% | 109.819 K | 0.70 | 7.14 | 2.84 USD | +93.99% | 8.28% | Finance | Buy |
 CIONCION Investment Corporation | 615.977 M USD | 11.44 USD | +0.70% | 418.936 K | 1.85 | 6.52 | 1.76 USD | +98.05% | 11.89% | Finance | Neutral |
 ALTIAlTi Global, Inc. | 595.455 M USD | 4.99 USD | +0.40% | 91.412 K | 0.65 | — | −2.96 USD | −1552.70% | 0.00% | Finance | Strong buy |
 VINPVinci Partners Investments Ltd. | 568.084 M USD | 10.55 USD | +1.83% | 11.743 K | 0.75 | — | — | — | 0.01% | Finance | Strong buy |
 HPHHighest Performances Holdings Inc. - American Depository SharesDR | 538.007 M USD | 8.92 USD | −2.82% | 6.908 K | 4.50 | — | — | — | 0.00% | Finance | — |
 GAINGladstone Investment Corporation - Business Development Company | 507.487 M USD | 14.14 USD | −0.56% | 53.441 K | 0.51 | 7.10 | 1.99 USD | +39.18% | 6.79% | Finance | Buy |
| PNNTPennantPark Investment Corporation CEF | 468.312 M USD | 7.18 USD | −0.55% | 671.29 K | 1.70 | 9.61 | 0.75 USD | — | 11.56% | Finance | Buy |
 GLADGladstone Capital Corporation | 462.065 M USD | 21.24 USD | −0.23% | 98.71 K | 0.69 | 7.40 | 2.87 USD | +269.31% | 9.25% | Finance | Neutral |
 DHILDiamond Hill Investment Group, Inc. | 436.658 M USD | 151.70 USD | +0.22% | 10.333 K | 0.79 | 10.62 | 14.29 USD | +9.11% | 3.96% | Finance | — |
 TPVGTriplePoint Venture Growth BDC Corp. | 358.52 M USD | 9.53 USD | −1.04% | 139.153 K | 0.46 | — | −1.10 USD | −83.23% | 16.79% | Finance | Neutral |
 SCMStellus Capital Investment Corporation | 341.86 M USD | 14.17 USD | −1.25% | 109.316 K | 0.74 | 18.05 | 0.79 USD | +5.94% | 11.29% | Finance | Neutral |
 SARSaratoga Investment Corp New | 318.399 M USD | 23.32 USD | +0.65% | 39.201 K | 0.88 | 12.04 | 1.94 USD | +67.76% | 12.26% | Finance | Buy |
 WHFWhiteHorse Finance, Inc. | 302.16 M USD | 13.00 USD | +1.88% | 133.514 K | 1.32 | 14.80 | 0.88 USD | +30.05% | 11.62% | Finance | Neutral |
 SAMGSilvercrest Asset Management Group Inc. | 205.174 M USD | 14.75 USD | −0.14% | 20.565 K | 0.57 | 15.38 | 0.96 USD | −49.77% | 5.08% | Finance | Strong buy |
 MFINMedallion Financial Corp. | 193.566 M USD | 8.28 USD | +1.47% | 48.318 K | 0.48 | 3.49 | 2.37 USD | +29.70% | 4.35% | Finance | Buy |
 OXSQOxford Square Capital Corp. | 191.548 M USD | 3.21 USD | +0.63% | 98.671 K | 0.56 | 9.18 | 0.35 USD | — | 13.08% | Finance | Neutral |
 PTMNPortman Ridge Finance Corporation | 182.572 M USD | 19.55 USD | +0.72% | 43.77 K | 1.96 | 16.18 | 1.21 USD | — | 14.12% | Finance | Buy |
 AGBAAGBA Group Holding Limited | 182.259 M USD | 2.45 USD | −17.51% | 21.235 M | 0.40 | — | −0.75 USD | −379.54% | 0.00% | Finance | — |
 MYFWFirst Western Financial, Inc. | 157.789 M USD | 16.40 USD | −0.12% | 50.115 K | 1.44 | 21.53 | 0.76 USD | — | 0.00% | Finance | Buy |
 MRCCMonroe Capital Corporation | 157.731 M USD | 7.28 USD | +0.97% | 64.01 K | 0.86 | 425.73 | 0.02 USD | — | 13.74% | Finance | Neutral |
 OFSOFS Capital Corporation | 129.023 M USD | 9.63 USD | +1.16% | 21.399 K | 0.64 | — | −0.03 USD | +93.83% | 14.02% | Finance | Neutral |
 WHGWestwood Holdings Group Inc | 121.766 M USD | 13.05 USD | +1.32% | 2.255 K | 0.32 | 10.04 | 1.30 USD | — | 4.60% | Finance | — |
 GECCGreat Elm Capital Corp. | 97.642 M USD | 10.33 USD | −1.24% | 2.09 K | 0.14 | 3.10 | 3.33 USD | — | 13.55% | Finance | Neutral |
 SSSSSuRo Capital Corp. | 96.85 M USD | 3.82 USD | −0.78% | 34.348 K | 0.73 | 19.49 | 0.20 USD | — | 0.00% | Finance | Strong buy |
| GEGGreat Elm Group, Inc. | 59.779 M USD | 1.89 USD | +1.61% | 447 | 0.06 | 6.43 | 0.29 USD | +445.08% | 0.00% | Finance | — |
 LRFCLogan Ridge Finance Corporation | 58.946 M USD | 22.01 USD | +0.00% | 1.358 K | 0.32 | — | −1.06 USD | +76.02% | 5.00% | Finance | Strong buy |
 HNNAHennessy Advisors, Inc. | 51.502 M USD | 6.71 USD | −1.32% | 2.779 K | 0.61 | 10.55 | 0.64 USD | −10.74% | 8.20% | Finance | — |
| BBCGBinah Capital Group, Inc. | 49.65 M USD | 6.63 USD | −8.33% | 2.392 K | 0.22 | — | −0.93 USD | −536.05% | 0.00% | Finance | — |
 ICMBInvestcorp Credit Management BDC, Inc. | 45.783 M USD | 3.18 USD | −2.15% | 11.573 K | 0.67 | — | −0.25 USD | −91.41% | 15.41% | Finance | Neutral |
 TURN180 Degree Capital Corp.CEF | 39.101 M USD | 3.91 USD | −0.76% | 10.448 K | 1.03 | — | −1.37 USD | −199.47% | 0.00% | Finance | — |
 RANDRand Capital Corporation | 35.566 M USD | 13.78 USD | −0.54% | 107 | 0.16 | 5.45 | 2.53 USD | — | 7.26% | Finance | — |
 HYWHywin Holdings Ltd.DR | 23.764 M USD | 0.8487 USD | −2.04% | 4.031 K | 0.17 | — | — | — | 0.00% | Finance | — |
 EQSEquus Total Return, Inc. | 19.972 M USD | 1.47 USD | +1.73% | 1.647 K | 0.32 | 1.54 | 0.96 USD | — | 0.00% | Finance | — |
 CWDCaliberCos Inc. | 17.416 M USD | 0.8190 USD | −0.12% | 93.083 K | 3.35 | — | −0.59 USD | −292.34% | 0.00% | Finance | — |
| BBENFBeneficient | 15.966 M USD | 4.61 USD | −3.96% | 64.55 K | 0.22 | — | −279.47 USD | −2530.26% | 0.00% | Finance | — |
 MEGLMagic Empire Global Limited | 12.437 M USD | 0.6140 USD | −4.06% | 85.498 K | 0.23 | — | −0.00 USD | — | 0.00% | Finance | — |