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 Prestige Wealth 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
BX^{Blackstone Inc.}	224.81 B USD	185.35 USD	−0.88%	3.38 M	1.09	63.72	2.91 USD	+21.88%	1.84%	Finance	Buy
MS^{Morgan Stanley}	207.15 B USD	128.58 USD	−1.06%	7.75 M	1.31	19.54	6.58 USD	+17.87%	2.73%	Finance	Neutral
BLK^{BlackRock, Inc.}	162.06 B USD	1,046.38 USD	+0.34%	742.6 K	0.93	25.82	40.52 USD	+13.65%	1.95%	Finance	Buy
KKR^{KKR & Co. Inc.}	135.32 B USD	152.35 USD	−3.58%	6.14 M	1.73	47.13	3.23 USD	+6.27%	0.44%	Finance	Strong buy
UBS^{UBS Group AG Registered}	104.46 B USD	32.59 USD	−0.61%	1.12 M	0.93	36.94	0.88 USD	−90.66%	2.21%	Finance	Neutral
APO^{Apollo Global Management, Inc. (New)}	97.59 B USD	172.47 USD	−3.03%	19.35 M	5.40	18.15	9.50 USD	+99.95%	1.02%	Finance	Buy
BN^{Brookfield Corporation}	89.23 B USD	59.15 USD	−1.10%	1.95 M	0.86	125.11	0.47 USD	—	0.50%	Finance	Buy
OWL^{Blue Owl Capital Inc.}	34.89 B USD	23.36 USD	−1.02%	4.61 M	0.69	137.25	0.17 USD	+107.56%	2.88%	Finance	Buy
ARES^{Ares Management Corporation}	34.78 B USD	175.29 USD	−1.56%	1.62 M	1.47	78.74	2.23 USD	+3.82%	2.00%	Finance	Buy
RJF^{Raymond James Financial, Inc.}	32.96 B USD	161.53 USD	−1.14%	1.1 M	0.94	16.65	9.70 USD	+21.94%	1.10%	Finance	Buy
TROW^{T. Rowe Price Group, Inc.}	27.46 B USD	123.59 USD	−0.19%	1.13 M	0.86	13.53	9.13 USD	+30.21%	3.99%	Finance	Sell
TPG^{TPG Inc.}	24.87 B USD	68.14 USD	−0.93%	1.17 M	1.07	—	−0.33 USD	−190.62%	2.40%	Finance	Buy
BAM^{Brookfield Asset Management Inc}	24.09 B USD	57.40 USD	−0.26%	1.42 M	1.50	51.89	1.11 USD	—	2.55%	Finance	Neutral
NTRS^{Northern Trust Corporation}	21.53 B USD	108.60 USD	+0.63%	1.59 M	1.30	13.52	8.03 USD	+52.48%	2.78%	Finance	Neutral
PFG^{Principal Financial Group Inc}	18.88 B USD	82.53 USD	−2.22%	714.39 K	0.63	—	−0.92 USD	−115.22%	3.31%	Finance	Neutral
CG^{The Carlyle Group Inc.}	18.86 B USD	52.74 USD	−0.21%	2.26 M	0.94	177.82	0.30 USD	−48.31%	2.65%	Finance	Buy
CRBG^{Corebridge Financial Inc.}	17.79 B USD	31.27 USD	−2.13%	3.46 M	0.96	—	−2.08 USD	−172.30%	2.88%	Finance	Buy
MORN^{Morningstar, Inc.}	15.27 B USD	356.07 USD	−0.54%	204.9 K	1.57	47.00	7.58 USD	+358.26%	0.45%	Finance	Buy
ARCC^{Ares Capital Corporation}	14.39 B USD	22.27 USD	+0.27%	4.97 M	1.23	8.55	2.61 USD	+14.09%	8.64%	Finance	Strong buy
BEN^{Franklin Resources, Inc.}	11.68 B USD	22.30 USD	+1.73%	4.16 M	1.01	25.89	0.86 USD	−49.98%	5.66%	Finance	Sell
SF^{Stifel Financial Corporation}	11.36 B USD	110.98 USD	−2.55%	444.83 K	0.87	20.04	5.54 USD	+27.88%	1.42%	Finance	Neutral
SEIC^{SEI Investments Company}	10.88 B USD	84.39 USD	+0.36%	653.96 K	0.94	20.37	4.14 USD	+22.88%	1.09%	Finance	Neutral
HLNE^{Hamilton Lane Incorporated}	9.8 B USD	176.80 USD	−2.58%	481 K	1.65	38.82	4.55 USD	+49.40%	1.03%	Finance	Neutral
HQY^{HealthEquity, Inc.}	8.82 B USD	101.00 USD	+0.79%	1.22 M	1.97	84.15	1.20 USD	+709.92%	0.00%	Finance	Strong buy
IVZ^{Invesco Ltd}	8.25 B USD	18.36 USD	+2.97%	5.33 M	1.88	—	−0.92 USD	−170.66%	4.57%	Finance	Neutral
CIGI^{Colliers International Group Inc. - Subordinate Voting Shares}	7.54 B USD	149.51 USD	−1.50%	113.75 K	1.28	47.33	3.16 USD	+751.72%	0.19%	Finance	Buy
JHG^{Janus Henderson Group plc}	6.99 B USD	43.94 USD	−0.95%	852.33 K	0.75	17.40	2.53 USD	+24.53%	3.52%	Finance	Neutral
STEP^{StepStone Group Inc.}	6.89 B USD	59.82 USD	−0.65%	1.64 M	2.78	96.45	0.62 USD	−42.61%	1.49%	Finance	Buy
FSK^{FS KKR Capital Corp.}	6 B USD	21.44 USD	−0.46%	1.5 M	0.89	11.37	1.89 USD	−21.40%	13.00%	Finance	Neutral
AMG^{Affiliated Managers Group, Inc.}	5.58 B USD	184.72 USD	+0.16%	165.23 K	1.01	12.05	15.32 USD	−48.22%	0.02%	Finance	Buy
CNS^{Cohen & Steers Inc}	5.08 B USD	100.44 USD	−0.16%	160.66 K	1.26	37.49	2.68 USD	+0.57%	2.35%	Finance	Buy
MAIN^{Main Street Capital Corporation}	4.87 B USD	55.24 USD	−0.09%	380.19 K	1.23	10.02	5.51 USD	+11.85%	5.33%	Finance	Neutral
VCTR^{Victory Capital Holdings, Inc. Class A Common Stock}	4.24 B USD	65.15 USD	−3.57%	280.36 K	0.45	16.15	4.03 USD	+32.61%	2.12%	Finance	Buy
AB^{AllianceBernstein Holding L.P.}	4.12 B USD	36.32 USD	+2.02%	864.62 K	2.61	10.42	3.49 USD	+57.07%	8.37%	Finance	Buy
GBDC^{Golub Capital BDC, Inc.}	4 B USD	15.14 USD	−2.07%	1.58 M	1.24	10.81	1.40 USD	−7.84%	10.28%	Finance	Buy
APAM^{Artisan Partners Asset Management Inc.}	3.89 B USD	48.41 USD	+0.12%	353.01 K	1.04	13.77	3.52 USD	+16.79%	5.83%	Finance	Neutral
FHI^{Federated Hermes, Inc.}	3.45 B USD	42.11 USD	−1.59%	614.71 K	1.29	13.52	3.11 USD	+1.18%	2.83%	Finance	Buy
IFS^{Intercorp Financial Services Inc.}	3.36 B USD	29.13 USD	+0.14%	47.12 K	0.28	11.45	2.54 USD	−6.45%	3.45%	Finance	Strong buy
HTGC^{Hercules Capital, Inc.}	3.15 B USD	19.39 USD	−0.62%	773.12 K	0.89	9.69	2.00 USD	+0.23%	8.20%	Finance	Buy
BRDG^{Bridge Investment Group Holdings Inc.}	2.45 B USD	9.42 USD	−1.98%	153.64 K	1.06	—	−0.33 USD	+25.47%	5.10%	Finance	Buy
DBRG^{DigitalBridge Group, Inc.} REIT	2.39 B USD	12.63 USD	−1.64%	1.38 M	0.65	16.55	0.76 USD	—	0.31%	Finance	Strong buy
GCMG^{GCM Grosvenor Inc.}	2.3 B USD	12.16 USD	−1.46%	142.26 K	0.43	—	−0.06 USD	+74.60%	3.57%	Finance	Buy
KYN^{Kayne Anderson Energy Infrastructure Fund, Inc.} MF	2.23 B USD	13.05 USD	−1.14%	251.69 K	0.57	4.19	3.11 USD	—	6.59%	Finance	—
TSLX^{Sixth Street Specialty Lending, Inc.}	2 B USD	21.47 USD	−0.60%	344.18 K	1.07	10.40	2.06 USD	−20.36%	8.52%	Finance	Strong buy
PSEC^{Prospect Capital Corporation}	1.94 B USD	4.44 USD	−1.99%	4.54 M	1.43	—	−0.33 USD	−15,776.19%	15.89%	Finance	Strong sell
PAX^{Patria Investments Limited}	1.92 B USD	12.55 USD	+4.50%	736.99 K	1.12	23.01	0.55 USD	−27.91%	7.28%	Finance	Buy
OBDE^{Blue Owl Capital Corporation III}	1.85 B USD	15.01 USD	+0.40%	436.7 K	1.00	8.52	1.76 USD	−23.06%	0.00%	Finance	Strong buy
CODI^{D/B/A Compass Diversified Holdings Shares of Beneficial Interest}	1.79 B USD	23.66 USD	+2.07%	227.74 K	1.11	—	−1.98 USD	−72.05%	4.31%	Finance	Strong buy
VRTS^{Virtus Investment Partners, Inc.}	1.74 B USD	247.33 USD	+0.72%	38.74 K	1.26	15.03	16.45 USD	−9.94%	3.24%	Finance	Sell
GSBD^{Goldman Sachs BDC, Inc.}	1.52 B USD	12.96 USD	−0.54%	884.52 K	0.91	18.78	0.69 USD	−49.81%	13.81%	Finance	Sell
PX^{P10, Inc.}	1.48 B USD	13.29 USD	+0.38%	830.43 K	0.79	130.94	0.10 USD	—	1.04%	Finance	Buy
OCSL^{Oaktree Specialty Lending Corporation}	1.35 B USD	16.37 USD	+0.18%	429.22 K	0.68	22.90	0.71 USD	−54.78%	13.46%	Finance	Neutral
MFIC^{MidCap Financial Investment Corporation} MF	1.33 B USD	14.00 USD	−1.27%	749.03 K	2.31	9.02	1.55 USD	+16.88%	10.72%	Finance	Buy
NMFC^{New Mountain Finance Corporation}	1.28 B USD	11.88 USD	+0.68%	425.69 K	1.15	11.41	1.04 USD	−7.88%	10.85%	Finance	Buy
KBDC^{Kayne Anderson BDC, Inc.} CEF	1.19 B USD	16.94 USD	+1.07%	67.99 K	0.85	7.97	2.13 USD	+6.34%	0.00%	Finance	Buy
BSIG^{BrightSphere Investment Group Inc.}	1.14 B USD	30.59 USD	−1.10%	132.8 K	0.84	18.62	1.64 USD	−4.71%	0.13%	Finance	Neutral
SII^{Sprott Inc.}	1.13 B USD	44.66 USD	+3.93%	199.18 K	2.41	24.47	1.83 USD	+22.26%	2.37%	Finance	Strong buy
CSWC^{Capital Southwest Corporation}	1.08 B USD	22.72 USD	−0.87%	1.56 M	3.15	13.75	1.65 USD	−8.26%	9.99%	Finance	Buy
BBDC^{Barings BDC, Inc.}	1.04 B USD	9.86 USD	+1.02%	644.77 K	1.14	9.06	1.09 USD	+20.69%	10.66%	Finance	Buy
PFLT^{PennantPark Floating Rate Capital Ltd.}	923.85 M USD	11.10 USD	+0.36%	663.66 K	0.97	7.77	1.43 USD	+103.74%	11.12%	Finance	Buy
SLRC^{SLR Investment Corp.}	918.15 M USD	16.83 USD	+0.66%	153.73 K	0.92	9.49	1.77 USD	+34.85%	9.81%	Finance	Neutral
CGBD^{Carlyle Secured Lending, Inc.}	893.4 M USD	17.55 USD	+0.57%	151.37 K	1.01	10.18	1.72 USD	+31.19%	10.66%	Finance	Neutral
NOAH^{Noah Holdings Limited} DR	841.25 M USD	13.14 USD	+4.37%	216.1 K	1.83	2.49	5.28 USD	+176.79%	8.23%	Finance	Buy
AC^{Associated Capital Group, Inc.}	770.71 M USD	36.29 USD	−0.55%	887	0.11	13.79	2.63 USD	+66.32%	0.55%	Finance	—
CCAP^{Crescent Capital BDC, Inc.}	729 M USD	19.67 USD	+1.03%	143.91 K	1.62	7.72	2.55 USD	+65.06%	8.53%	Finance	Buy
FDUS^{Fidus Investment Corporation}	725.77 M USD	21.40 USD	+0.28%	218.21 K	1.40	7.74	2.76 USD	+27.58%	8.06%	Finance	Buy
ABL^{Abacus Life, Inc.}	662.19 M USD	7.82 USD	−1.39%	161.5 K	0.27	—	−0.18 USD	−15,981.82%	0.00%	Finance	Strong buy
ALTI^{AlTi Global, Inc.}	646 M USD	4.62 USD	−0.43%	82.67 K	0.74	—	−1.38 USD	+42.91%	0.00%	Finance	Strong buy
GLAD^{Gladstone Capital Corporation}	607.82 M USD	27.22 USD	+0.29%	123.56 K	1.00	6.31	4.31 USD	+89.52%	7.30%	Finance	Neutral
VINP^{Vinci Partners Investments Ltd.}	556.73 M USD	10.53 USD	+2.23%	84.28 K	1.05	16.55	0.64 USD	−12.93%	0.01%	Finance	Strong buy
GAIN^{Gladstone Investment Corporation - Business Development Company}	506.67 M USD	13.81 USD	+0.58%	84.73 K	0.71	13.02	1.06 USD	−53.35%	6.99%	Finance	Neutral
PNNT^{PennantPark Investment Corporation} CEF	447.93 M USD	6.92 USD	+0.87%	544.75 K	0.79	41.51	0.17 USD	—	12.83%	Finance	Neutral
DHIL^{Diamond Hill Investment Group, Inc.}	439.51 M USD	161.44 USD	−1.17%	34 K	2.73	9.17	17.61 USD	+21.40%	3.67%	Finance	—
SCM^{Stellus Capital Investment Corporation}	373.94 M USD	13.82 USD	−0.22%	140.77 K	0.93	7.07	1.95 USD	+281.51%	11.55%	Finance	Neutral
HRZN^{Horizon Technology Finance Corporation} MF	356.64 M USD	9.36 USD	−0.11%	379.79 K	0.97	—	−0.12 USD	−350.75%	14.09%	Finance	Sell
SAR^{Saratoga Investment Corp New}	332.18 M USD	24.07 USD	+0.21%	90.4 K	0.45	15.71	1.53 USD	−44.34%	12.20%	Finance	Buy
TPVG^{TriplePoint Venture Growth BDC Corp.}	330.8 M USD	8.26 USD	0.00%	311.11 K	1.11	39.13	0.21 USD	—	18.16%	Finance	Neutral
WHF^{WhiteHorse Finance, Inc.}	248.7 M USD	10.70 USD	+1.23%	89.7 K	0.89	23.97	0.45 USD	−34.20%	14.57%	Finance	Neutral
SAMG^{Silvercrest Asset Management Group Inc.}	245.96 M USD	17.74 USD	−1.66%	15.82 K	0.98	22.58	0.79 USD	−35.41%	4.27%	Finance	Strong buy
MFIN^{Medallion Financial Corp.}	216.14 M USD	9.37 USD	−1.47%	30.91 K	0.76	5.53	1.69 USD	−27.44%	4.31%	Finance	Buy
MYFW^{First Western Financial, Inc.}	202.95 M USD	21.00 USD	−1.82%	6.85 K	0.37	34.20	0.61 USD	−57.12%	0.00%	Finance	Buy
MRCC^{Monroe Capital Corporation}	186.98 M USD	8.63 USD	+2.13%	94.48 K	1.35	14.38	0.60 USD	+298.01%	11.83%	Finance	Neutral
OXSQ^{Oxford Square Capital Corp.}	179.91 M USD	2.65 USD	−0.38%	406.83 K	1.06	—	−0.08 USD	−607.64%	15.79%	Finance	Neutral
PTMN^{Portman Ridge Finance Corporation}	154.41 M USD	16.76 USD	+0.96%	52.49 K	0.64	44.49	0.38 USD	—	16.63%	Finance	Buy
WHG^{Westwood Holdings Group Inc}	146.95 M USD	15.85 USD	+2.79%	13.54 K	1.00	48.35	0.33 USD	−43.79%	3.89%	Finance	—
SSSS^{SuRo Capital Corp.}	146.81 M USD	6.28 USD	+4.15%	282.51 K	1.05	—	−1.92 USD	−1,713.90%	0.00%	Finance	Strong buy
OFS^{OFS Capital Corporation}	115.63 M USD	8.63 USD	+0.35%	43.25 K	0.78	—	−0.09 USD	−118.78%	15.81%	Finance	Neutral
GECC^{Great Elm Capital Corp.}	108.26 M USD	10.36 USD	+0.78%	11.57 K	0.67	14.91	0.69 USD	−61.83%	13.62%	Finance	Neutral
HNNA^{Hennessy Advisors, Inc.}	97.24 M USD	12.66 USD	−0.86%	19.32 K	0.98	15.93	0.79 USD	+25.68%	4.31%	Finance	—
HPH^{Highest Performances Holdings Inc. - American Depository Shares} DR	84.51 M USD	0.3528 USD	+3.13%	132.69 K	2.01	—	−0.34 USD	−228.45%	0.00%	Finance	—
LRFC^{Logan Ridge Finance Corporation}	66.26 M USD	24.85 USD	0.00%	2.55 K	0.29	—	−1.27 USD	−19.15%	5.39%	Finance	Strong buy
RAND^{Rand Capital Corporation}	54.63 M USD	21.17 USD	+13.61%	47.97 K	9.64	4.25	4.98 USD	+123.40%	5.80%	Finance	—
GEG^{Great Elm Group, Inc.}	52.94 M USD	1.78 USD	0.00%	91.61 K	2.55	—	−0.06 USD	−105.95%	0.00%	Finance	—
BCG^{Binah Capital Group, Inc.}	51.97 M USD	3.13 USD	+1.95%	49.21 K	0.48	—	−0.13 USD	+85.65%	0.00%	Finance	—
ICMB^{Investcorp Credit Management BDC, Inc.} MF	45.24 M USD	3.18 USD	+1.11%	21.52 K	0.81	10.90	0.29 USD	—	15.29%	Finance	Neutral
TURN^{180 Degree Capital Corp.} CEF	37.16 M USD	3.73 USD	+0.38%	7.48 K	0.18	—	−1.72 USD	+22.03%	0.00%	Finance	—
STEC^{Santech Holdings Limited} DR	19.88 M USD	0.7750 USD	+9.15%	149.18 K	0.28	—	—	—	0.00%	Finance	—
EQS^{Equus Total Return, Inc.} MF	15.62 M USD	1.14 USD	−0.87%	726	0.16	—	−0.52 USD	−164.50%	0.00%	Finance	—
CWD^{CaliberCos Inc.}	11.6 M USD	0.5164 USD	+3.32%	48.52 K	0.48	—	−0.50 USD	−615.30%	0.00%	Finance	Strong buy
MEGL^{Magic Empire Global Limited}	10.5 M USD	0.5185 USD	+5.16%	243.75 K	2.55	—	−0.00 USD	+87.20%	0.00%	Finance	—

US stocks

Investment Managers

US companies operating in the same investment managers industry