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 Santech Holdings Limited, 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.}	215.238 B USD	177.46 USD	+0.66%	2.769 M	0.88	61.01	2.91 USD	+21.88%	1.94%	Finance	Neutral
MS^{Morgan Stanley}	208.677 B USD	129.53 USD	+0.85%	6.979 M	0.96	19.69	6.58 USD	—	2.74%	Finance	Neutral
BLK^{BlackRock, Inc.}	160.963 B USD	1,039.28 USD	+0.31%	454.488 K	0.81	25.65	40.52 USD	+13.65%	1.95%	Finance	Buy
KKR^{KKR & Co. Inc.}	135.188 B USD	152.20 USD	+0.99%	3.254 M	1.05	47.09	3.23 USD	+6.27%	0.45%	Finance	Strong buy
UBS^{UBS Group AG Registered}	103.657 B USD	32.34 USD	−2.24%	1.74 M	1.02	36.66	0.88 USD	—	2.26%	Finance	Neutral
APO^{Apollo Global Management, Inc. (New)}	91.662 B USD	162.00 USD	+1.36%	3.093 M	0.86	17.05	9.50 USD	+99.95%	1.10%	Finance	Buy
BN^{Brookfield Corporation}	86.08 B USD	57.09 USD	−0.75%	1.02 M	0.60	99.94	0.57 USD	+594.71%	0.53%	Finance	Buy
ARES^{Ares Management Corporation}	33.792 B USD	170.38 USD	+1.25%	1.119 M	0.72	76.53	2.23 USD	+3.82%	2.09%	Finance	Buy
OWL^{Blue Owl Capital Inc.}	33.681 B USD	22.90 USD	+0.70%	6.229 M	0.75	134.55	0.17 USD	+107.56%	2.79%	Finance	Buy
RJF^{Raymond James Financial, Inc.}	32.27 B USD	158.73 USD	+1.47%	1.219 M	0.95	16.36	9.70 USD	+22.00%	1.13%	Finance	Buy
TROW^{T. Rowe Price Group, Inc.}	26.13 B USD	117.62 USD	−2.03%	1.383 M	0.90	12.88	9.13 USD	+30.21%	4.20%	Finance	Sell
TPG^{TPG Inc.}	24.168 B USD	66.22 USD	−0.32%	541.45 K	0.38	—	−0.33 USD	−190.62%	2.64%	Finance	Buy
BAM^{Brookfield Asset Management Inc}	23.62 B USD	56.39 USD	+0.84%	730.2 K	0.46	50.98	1.11 USD	—	2.52%	Finance	Neutral
NTRS^{Northern Trust Corporation}	20.849 B USD	105.18 USD	−0.07%	791.014 K	0.66	13.10	8.03 USD	—	2.85%	Finance	Neutral
PFG^{Principal Financial Group Inc}	19.545 B USD	85.45 USD	−0.64%	950.422 K	0.62	—	−0.92 USD	−115.22%	3.27%	Finance	Neutral
CG^{The Carlyle Group Inc.}	18.717 B USD	52.33 USD	−0.04%	3.324 M	1.40	176.43	0.30 USD	−48.31%	2.68%	Finance	Buy
CRBG^{Corebridge Financial Inc.}	17.533 B USD	30.82 USD	−3.20%	14.126 M	4.26	—	−2.08 USD	−172.30%	2.99%	Finance	Buy
MORN^{Morningstar, Inc.}	14.949 B USD	348.58 USD	+1.55%	114.736 K	0.84	46.01	7.58 USD	+358.26%	0.46%	Finance	Buy
ARCC^{Ares Capital Corporation}	13.91 B USD	21.53 USD	+0.94%	2.877 M	0.84	8.26	2.61 USD	+14.09%	8.92%	Finance	Buy
SF^{Stifel Financial Corporation}	11.801 B USD	115.30 USD	+1.10%	447.253 K	0.63	20.83	5.54 USD	+27.88%	1.41%	Finance	Neutral
BEN^{Franklin Resources, Inc.}	11.004 B USD	21.04 USD	−1.17%	2.607 M	0.47	23.95	0.88 USD	−48.98%	5.89%	Finance	Sell
HLNE^{Hamilton Lane Incorporated}	10.78 B USD	194.47 USD	+2.67%	450.922 K	1.09	42.70	4.55 USD	+49.40%	0.96%	Finance	Neutral
SEIC^{SEI Investments Company}	10.327 B USD	80.11 USD	−0.07%	799.586 K	1.04	19.34	4.14 USD	+22.88%	1.15%	Finance	Neutral
HQY^{HealthEquity, Inc.}	8.629 B USD	98.82 USD	+1.67%	666.79 K	0.92	82.33	1.20 USD	+709.92%	0.00%	Finance	Strong buy
IVZ^{Invesco Ltd}	8.081 B USD	17.98 USD	−1.64%	2.942 M	0.82	—	−0.92 USD	−170.66%	4.51%	Finance	Neutral
STEP^{StepStone Group Inc.}	8.022 B USD	68.03 USD	+4.90%	895.664 K	1.85	109.69	0.62 USD	−42.61%	1.28%	Finance	Buy
CIGI^{Colliers International Group Inc. - Subordinate Voting Shares}	7.635 B USD	151.85 USD	+0.42%	124.153 K	0.87	48.07	3.16 USD	+751.72%	0.19%	Finance	Strong buy
JHG^{Janus Henderson Group plc}	7.029 B USD	44.21 USD	0.00%	1.107 M	1.02	17.51	2.53 USD	+24.53%	3.53%	Finance	Neutral
FSK^{FS KKR Capital Corp.}	5.901 B USD	21.07 USD	+0.62%	1.942 M	1.60	11.18	1.89 USD	−21.40%	13.29%	Finance	Buy
AMG^{Affiliated Managers Group, Inc.}	5.59 B USD	184.95 USD	+0.97%	173.806 K	0.70	12.07	15.32 USD	−48.22%	0.02%	Finance	Buy
CNS^{Cohen & Steers Inc}	5.251 B USD	103.88 USD	+1.64%	197.619 K	0.84	38.77	2.68 USD	+0.57%	2.25%	Finance	Neutral
MAIN^{Main Street Capital Corporation}	4.517 B USD	51.87 USD	+0.25%	449.037 K	1.24	9.41	5.51 USD	+11.85%	5.68%	Finance	Neutral
VCTR^{Victory Capital Holdings, Inc. Class A Common Stock}	4.29 B USD	66.12 USD	+4.11%	363.953 K	1.27	16.39	4.03 USD	+32.61%	2.17%	Finance	Buy
AB^{AllianceBernstein Holding L.P.}	4.164 B USD	36.71 USD	−2.24%	439.832 K	1.44	10.53	3.49 USD	+57.07%	7.79%	Finance	Buy
GBDC^{Golub Capital BDC, Inc.}	4.07 B USD	15.38 USD	+0.13%	1.147 M	1.01	9.38	1.64 USD	+69.29%	10.34%	Finance	Buy
APAM^{Artisan Partners Asset Management Inc.}	3.854 B USD	47.96 USD	−0.42%	453.528 K	0.87	13.64	3.52 USD	+16.79%	5.53%	Finance	Neutral
FHI^{Federated Hermes, Inc.}	3.363 B USD	41.10 USD	−0.94%	413.109 K	0.45	13.20	3.11 USD	+1.18%	2.87%	Finance	Buy
HTGC^{Hercules Capital, Inc.}	3.195 B USD	19.67 USD	−0.15%	1.685 M	1.43	9.83	2.00 USD	+0.23%	8.13%	Finance	Buy
IFS^{Intercorp Financial Services Inc.}	3.115 B USD	26.98 USD	+0.04%	77.577 K	0.45	12.85	2.10 USD	—	3.77%	Finance	Strong buy
BRDG^{Bridge Investment Group Holdings Inc.}	2.654 B USD	10.20 USD	+2.00%	381.878 K	1.47	—	−0.33 USD	+25.47%	4.80%	Finance	Buy
DBRG^{DigitalBridge Group, Inc.} REIT	2.305 B USD	12.37 USD	−1.51%	2.675 M	0.74	16.21	0.76 USD	—	0.32%	Finance	Strong buy
GCMG^{GCM Grosvenor Inc.}	2.239 B USD	11.86 USD	−2.31%	320.097 K	1.54	—	−0.06 USD	+74.60%	3.71%	Finance	Buy
KYN^{Kayne Anderson Energy Infrastructure Fund, Inc.} MF	2.167 B USD	12.81 USD	+1.99%	569.071 K	1.62	4.12	3.11 USD	—	6.79%	Finance	—
PSEC^{Prospect Capital Corporation}	1.935 B USD	4.47 USD	−14.53%	22.355 M	11.46	19.48	0.23 USD	—	16.11%	Finance	Strong sell
TSLX^{Sixth Street Specialty Lending, Inc.}	1.896 B USD	20.32 USD	+2.68%	609.399 K	1.36	9.84	2.06 USD	−20.36%	9.06%	Finance	Strong buy
PAX^{Patria Investments Limited}	1.857 B USD	12.16 USD	+0.91%	803.422 K	1.16	22.30	0.55 USD	−27.91%	7.59%	Finance	Buy
OBDE^{Blue Owl Capital Corporation III}	1.805 B USD	14.63 USD	−0.41%	346.35 K	1.90	8.30	1.76 USD	−23.06%	0.00%	Finance	Strong buy
CODI^{D/B/A Compass Diversified Holdings Shares of Beneficial Interest}	1.717 B USD	22.70 USD	+1.98%	193.393 K	1.04	—	−1.98 USD	−72.05%	4.41%	Finance	Buy
VRTS^{Virtus Investment Partners, Inc.}	1.676 B USD	236.65 USD	+0.80%	37.937 K	1.13	14.38	16.45 USD	−9.94%	3.36%	Finance	Sell
GSBD^{Goldman Sachs BDC, Inc.}	1.524 B USD	12.99 USD	−0.99%	1.1 M	1.53	18.82	0.69 USD	−49.81%	13.86%	Finance	Sell
OCSL^{Oaktree Specialty Lending Corporation}	1.322 B USD	16.07 USD	+0.75%	563.555 K	1.08	18.64	0.86 USD	−28.26%	13.69%	Finance	Buy
PX^{P10, Inc.}	1.304 B USD	11.68 USD	+2.82%	1.172 M	4.42	115.07	0.10 USD	—	1.16%	Finance	Buy
MFIC^{MidCap Financial Investment Corporation} MF	1.261 B USD	13.45 USD	−1.47%	541.201 K	1.66	8.67	1.55 USD	+16.88%	11.30%	Finance	Buy
NMFC^{New Mountain Finance Corporation}	1.221 B USD	11.32 USD	+2.07%	856.135 K	0.89	10.87	1.04 USD	−7.88%	11.31%	Finance	Buy
KBDC^{Kayne Anderson BDC, Inc.} CEF	1.174 B USD	16.51 USD	−0.72%	13.7 K	0.45	8.52	1.94 USD	−9.84%	0.00%	Finance	Buy
SII^{Sprott Inc.}	1.101 B USD	43.35 USD	−0.89%	106.968 K	0.79	23.75	1.83 USD	+22.26%	2.27%	Finance	Strong buy
CSWC^{Capital Southwest Corporation}	1.093 B USD	22.91 USD	−1.72%	1.091 M	1.75	13.87	1.65 USD	−8.26%	10.00%	Finance	Buy
BSIG^{BrightSphere Investment Group Inc.}	1.092 B USD	29.25 USD	−0.24%	251.225 K	1.32	17.81	1.64 USD	−4.71%	0.14%	Finance	Neutral
BBDC^{Barings BDC, Inc.}	1.024 B USD	9.70 USD	−0.92%	361.676 K	1.17	8.92	1.09 USD	+20.69%	10.72%	Finance	Buy
SLRC^{SLR Investment Corp.}	882.148 M USD	16.17 USD	+1.70%	184.619 K	1.28	9.12	1.77 USD	+34.85%	10.14%	Finance	Neutral
CGBD^{Carlyle Secured Lending, Inc.}	838.426 M USD	16.47 USD	−0.66%	192.548 K	1.07	9.55	1.72 USD	+31.19%	11.29%	Finance	Neutral
PFLT^{PennantPark Floating Rate Capital Ltd.}	835.528 M USD	11.38 USD	+0.89%	772.95 K	1.00	7.04	1.62 USD	—	10.81%	Finance	Buy
AC^{Associated Capital Group, Inc.}	772.562 M USD	36.32 USD	−0.77%	3.031 K	0.65	13.80	2.63 USD	+66.32%	0.55%	Finance	—
NOAH^{Noah Holdings Limited} DR	734.034 M USD	12.24 USD	−5.48%	144.019 K	1.59	2.24	5.47 USD	+199.53%	8.47%	Finance	Buy
FDUS^{Fidus Investment Corporation}	679.989 M USD	20.05 USD	+1.06%	271.548 K	1.15	7.26	2.76 USD	+27.58%	8.58%	Finance	Buy
CCAP^{Crescent Capital BDC, Inc.}	678.226 M USD	18.30 USD	+0.16%	112.413 K	1.06	6.66	2.75 USD	+220.76%	9.07%	Finance	Buy
ALTI^{AlTi Global, Inc.}	676.757 M USD	4.84 USD	+1.04%	98.904 K	0.49	—	−1.98 USD	−137.52%	0.00%	Finance	—
ABL^{Abacus Life, Inc.}	673.602 M USD	9.02 USD	+2.38%	41.193 K	1.13	—	−0.18 USD	−15,981.82%	0.00%	Finance	Strong buy
VINP^{Vinci Partners Investments Ltd.}	553.314 M USD	10.46 USD	−2.43%	89.899 K	1.67	16.44	0.64 USD	−12.93%	0.01%	Finance	Strong buy
GLAD^{Gladstone Capital Corporation}	548.865 M USD	25.23 USD	+1.33%	115.444 K	1.14	7.11	3.55 USD	+86.20%	7.85%	Finance	Neutral
GAIN^{Gladstone Investment Corporation - Business Development Company}	491.261 M USD	13.39 USD	−2.97%	262.435 K	2.25	12.62	1.06 USD	−53.35%	7.17%	Finance	Neutral
PNNT^{PennantPark Investment Corporation} CEF	459.685 M USD	7.04 USD	−0.14%	469.18 K	1.06	10.74	0.66 USD	—	12.50%	Finance	Buy
DHIL^{Diamond Hill Investment Group, Inc.}	458.162 M USD	168.29 USD	+2.30%	25.796 K	1.77	9.55	17.61 USD	+21.40%	3.57%	Finance	—
SCM^{Stellus Capital Investment Corporation}	371.503 M USD	13.73 USD	−0.79%	222.165 K	1.21	7.03	1.95 USD	+281.51%	11.65%	Finance	Neutral
HRZN^{Horizon Technology Finance Corporation} MF	365.78 M USD	9.61 USD	+1.37%	623.791 K	1.17	—	−0.12 USD	−350.75%	13.74%	Finance	Sell
SAR^{Saratoga Investment Corp New}	342.811 M USD	24.84 USD	+1.89%	87.362 K	1.61	16.21	1.53 USD	−44.34%	11.80%	Finance	Buy
TPVG^{TriplePoint Venture Growth BDC Corp.}	315.186 M USD	7.87 USD	+4.38%	496.133 K	1.42	37.28	0.21 USD	—	19.06%	Finance	Neutral
WHF^{WhiteHorse Finance, Inc.}	257.301 M USD	11.07 USD	−4.57%	204.862 K	3.09	24.80	0.45 USD	−34.20%	13.91%	Finance	Neutral
SAMG^{Silvercrest Asset Management Group Inc.}	250.674 M USD	18.08 USD	+2.61%	16.482 K	0.56	23.01	0.79 USD	−35.41%	4.26%	Finance	Strong buy
MFIN^{Medallion Financial Corp.}	224.68 M USD	9.74 USD	−2.50%	65.087 K	0.88	5.75	1.69 USD	−27.44%	4.11%	Finance	Buy
MYFW^{First Western Financial, Inc.}	198.114 M USD	20.50 USD	+0.59%	20.067 K	0.62	33.39	0.61 USD	—	0.00%	Finance	Buy
OXSQ^{Oxford Square Capital Corp.}	197.566 M USD	2.91 USD	−1.36%	513.811 K	1.76	—	−0.08 USD	−607.64%	14.43%	Finance	Neutral
MRCC^{Monroe Capital Corporation}	174.847 M USD	8.07 USD	+1.25%	120.9 K	2.16	22.41	0.36 USD	+183.32%	12.39%	Finance	Neutral
PTMN^{Portman Ridge Finance Corporation}	164.912 M USD	17.90 USD	−2.98%	143.808 K	4.24	47.52	0.38 USD	—	15.42%	Finance	Buy
WHG^{Westwood Holdings Group Inc}	143.246 M USD	15.45 USD	−0.32%	10.822 K	0.42	47.13	0.33 USD	−43.79%	3.88%	Finance	—
SSSS^{SuRo Capital Corp.}	118.059 M USD	5.05 USD	−6.48%	232.256 K	1.57	—	−1.92 USD	−1,713.90%	0.00%	Finance	Strong buy
OFS^{OFS Capital Corporation}	107.051 M USD	7.99 USD	−0.12%	54.601 K	1.13	—	−0.09 USD	−118.78%	17.02%	Finance	Neutral
GECC^{Great Elm Capital Corp.}	106.275 M USD	10.17 USD	−0.78%	24.279 K	1.35	14.64	0.69 USD	−61.83%	13.77%	Finance	Neutral
HNNA^{Hennessy Advisors, Inc.}	78.347 M USD	10.20 USD	0.00%	8.575 K	1.19	12.83	0.79 USD	+25.68%	5.39%	Finance	—
HPH^{Highest Performances Holdings Inc. - American Depository Shares} DR	74.385 M USD	0.2995 USD	−6.96%	264.496 K	0.25	—	—	—	0.00%	Finance	—
LRFC^{Logan Ridge Finance Corporation}	67.195 M USD	25.20 USD	+0.84%	9.411 K	1.05	—	−1.27 USD	−19.15%	5.08%	Finance	Strong buy
GEG^{Great Elm Group, Inc.}	52.181 M USD	1.75 USD	−2.23%	13.628 K	0.49	—	−0.06 USD	−109.03%	0.00%	Finance	—
RAND^{Rand Capital Corporation}	42.638 M USD	16.52 USD	−0.09%	742	0.41	3.31	4.98 USD	+123.40%	6.54%	Finance	—
ICMB^{Investcorp Credit Management BDC, Inc.} MF	42.491 M USD	2.95 USD	−1.01%	30.912 K	0.68	—	−0.28 USD	−226.47%	16.27%	Finance	Neutral
STEC^{Santech Holdings Limited} DR	36.12 M USD	1.29 USD	+5.74%	81.676 K	0.02	—	—	—	0.00%	Finance	—
BCG^{Binah Capital Group, Inc.}	33.041 M USD	1.99 USD	−9.13%	2.393 K	0.38	—	−0.23 USD	+67.89%	0.00%	Finance	—
TURN^{180 Degree Capital Corp.} CEF	32.6 M USD	3.26 USD	−1.51%	22.208 K	1.12	—	−1.72 USD	+26.17%	0.00%	Finance	—
EQS^{Equus Total Return, Inc.} MF	17.797 M USD	1.31 USD	+3.96%	3.584 K	0.99	1.84	0.71 USD	+232.49%	0.00%	Finance	—
CWD^{CaliberCos Inc.}	13.205 M USD	0.5990 USD	+1.53%	46.554 K	1.92	—	−0.66 USD	−2,147.68%	0.00%	Finance	Strong buy
MEGL^{Magic Empire Global Limited}	10.594 M USD	0.5230 USD	+0.56%	232.327 K	0.74	—	−0.00 USD	—	0.00%	Finance	—

US stocks

Investment Managers

US companies operating in the same investment managers industry