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
MS^{Morgan Stanley}	209.62 B USD	129.97 USD	−1.31%	7.78 M	1.51	16.36	7.95 USD	+53.59%	2.79%	Finance	Neutral
BX^{Blackstone Inc.}	190.25 B USD	157.07 USD	−0.83%	2.84 M	0.73	43.34	3.62 USD	+97.40%	2.20%	Finance	Neutral
BLK^{BlackRock, Inc.}	147.57 B USD	952.80 USD	−2.20%	1.14 M	1.40	22.69	42.00 USD	+15.01%	2.14%	Finance	Buy
KKR^{KKR & Co. Inc.}	116.53 B USD	131.19 USD	−0.78%	6.23 M	1.34	40.10	3.27 USD	−19.98%	0.53%	Finance	Buy
UBS^{UBS Group AG Registered}	107.28 B USD	33.47 USD	0.00%	1.56 M	0.93	22.81	1.47 USD	−84.12%	2.12%	Finance	Neutral
BN^{Brookfield Corporation}	95.3 B USD	57.89 USD	−1.65%	2.61 M	1.21	199.01	0.29 USD	−53.54%	0.53%	Finance	Buy
BAM^{Brookfield Asset Management Inc}	95.06 B USD	58.06 USD	−0.87%	1.16 M	0.57	52.49	1.11 USD	—	2.51%	Finance	Buy
APO^{Apollo Global Management, Inc. (New)}	83.67 B USD	147.87 USD	−1.78%	4.38 M	1.43	20.33	7.27 USD	−13.26%	1.23%	Finance	Buy
ARES^{Ares Management Corporation}	33.51 B USD	168.91 USD	−2.98%	1.87 M	1.84	82.15	2.06 USD	−15.46%	2.20%	Finance	Buy
OWL^{Blue Owl Capital Inc.}	32.63 B USD	21.77 USD	−1.63%	6.34 M	1.20	148.20	0.15 USD	+27.08%	3.12%	Finance	Buy
RJF^{Raymond James Financial, Inc.}	31.08 B USD	151.68 USD	+0.09%	1.05 M	0.70	14.81	10.24 USD	+28.33%	1.22%	Finance	Buy
TROW^{T. Rowe Price Group, Inc.}	23.73 B USD	106.57 USD	+0.28%	1.24 M	0.90	11.64	9.15 USD	+17.97%	4.65%	Finance	Sell
NTRS^{Northern Trust Corporation}	22.36 B USD	112.82 USD	−0.13%	1.06 M	0.85	11.54	9.78 USD	+92.74%	2.66%	Finance	Neutral
TPG^{TPG Inc.}	20.75 B USD	56.16 USD	−0.83%	1.27 M	0.80	—	−0.42 USD	−906.16%	2.94%	Finance	Buy
PFG^{Principal Financial Group Inc}	19.2 B USD	85.11 USD	+0.87%	1.17 M	0.62	12.74	6.68 USD	+175.73%	3.35%	Finance	Neutral
CRBG^{Corebridge Financial Inc.}	18.15 B USD	32.64 USD	−0.18%	1.92 M	0.56	8.48	3.85 USD	+128.31%	2.82%	Finance	Buy
CG^{The Carlyle Group Inc.}	17.66 B USD	49.43 USD	−0.86%	2.34 M	0.66	17.75	2.78 USD	—	2.83%	Finance	Buy
ARCC^{Ares Capital Corporation}	15.59 B USD	23.22 USD	−0.26%	3.43 M	0.95	9.49	2.45 USD	−7.77%	8.27%	Finance	Buy
MORN^{Morningstar, Inc.}	13.81 B USD	321.98 USD	−0.19%	160.56 K	1.45	42.50	7.58 USD	+358.26%	0.52%	Finance	Buy
SF^{Stifel Financial Corporation}	10.8 B USD	105.55 USD	+1.58%	1.18 M	1.61	16.89	6.25 USD	+46.11%	1.59%	Finance	Neutral
BEN^{Franklin Resources, Inc.}	10.7 B USD	20.36 USD	−0.83%	3.83 M	1.13	31.22	0.65 USD	−65.59%	6.14%	Finance	Sell
SEIC^{SEI Investments Company}	10.16 B USD	80.02 USD	−0.29%	611.98 K	1.26	18.13	4.41 USD	+27.64%	1.19%	Finance	Neutral
HQY^{HealthEquity, Inc.}	9.48 B USD	109.43 USD	+0.76%	567.04 K	0.87	99.83	1.10 USD	+226.25%	0.00%	Finance	Strong buy
HLNE^{Hamilton Lane Incorporated}	8.73 B USD	153.14 USD	+1.11%	775.1 K	1.14	28.59	5.36 USD	+64.81%	1.25%	Finance	Neutral
IVZ^{Invesco Ltd}	7.92 B USD	17.62 USD	+0.80%	4.25 M	1.20	14.90	1.18 USD	—	4.63%	Finance	Neutral
STEP^{StepStone Group Inc.}	6.73 B USD	58.06 USD	−0.90%	423.89 K	0.83	—	−1.67 USD	−290.52%	1.55%	Finance	Buy
JHG^{Janus Henderson Group plc}	6.72 B USD	42.24 USD	+0.91%	984.08 K	1.22	16.52	2.56 USD	+7.83%	3.69%	Finance	Neutral
FSK^{FS KKR Capital Corp.}	6.58 B USD	23.48 USD	−0.97%	1.34 M	1.17	12.45	1.89 USD	−21.40%	11.93%	Finance	Neutral
CIGI^{Colliers International Group Inc. - Subordinate Voting Shares}	6.31 B USD	124.71 USD	−0.63%	130.56 K	0.90	40.76	3.06 USD	+126.90%	0.24%	Finance	Buy
MAIN^{Main Street Capital Corporation}	5.34 B USD	60.58 USD	−2.71%	704.02 K	1.41	10.99	5.51 USD	+11.85%	4.90%	Finance	Neutral
AMG^{Affiliated Managers Group, Inc.}	4.85 B USD	165.88 USD	−0.17%	167.64 K	0.84	11.30	14.68 USD	−15.34%	0.02%	Finance	Neutral
CNS^{Cohen & Steers Inc}	4.43 B USD	86.82 USD	+0.57%	156.24 K	0.99	29.27	2.97 USD	+13.86%	2.72%	Finance	Buy
GBDC^{Golub Capital BDC, Inc.}	4.19 B USD	15.77 USD	−0.38%	1.52 M	1.08	11.46	1.38 USD	−24.30%	10.53%	Finance	Buy
AB^{AllianceBernstein Holding L.P.}	4.16 B USD	37.59 USD	+5.21%	2.43 M	2.78	10.13	3.71 USD	+58.52%	7.93%	Finance	Buy
VCTR^{Victory Capital Holdings, Inc. Class A Common Stock}	4.16 B USD	63.89 USD	−2.28%	203.18 K	0.74	14.59	4.38 USD	+40.03%	2.43%	Finance	Buy
HTGC^{Hercules Capital, Inc.}	3.71 B USD	21.41 USD	−0.28%	1.26 M	1.12	13.27	1.61 USD	−29.32%	7.47%	Finance	Buy
IFS^{Intercorp Financial Services Inc.}	3.69 B USD	31.93 USD	+0.63%	113.78 K	0.63	10.54	3.03 USD	+22.11%	3.15%	Finance	Strong buy
APAM^{Artisan Partners Asset Management Inc.}	3.38 B USD	42.07 USD	−0.33%	343.36 K	0.74	11.57	3.64 USD	+17.33%	6.70%	Finance	Neutral
FHI^{Federated Hermes, Inc.}	3.11 B USD	38.01 USD	+0.66%	691.23 K	1.25	11.74	3.24 USD	−4.85%	3.18%	Finance	Neutral
BRDG^{Bridge Investment Group Holdings Inc.}	2.76 B USD	10.60 USD	+33.84%	3.23 M	30.63	—	−0.33 USD	+25.47%	3.96%	Finance	Buy
GCMG^{GCM Grosvenor Inc.}	2.67 B USD	14.10 USD	−0.84%	710.66 K	1.56	436.53	0.03 USD	—	3.12%	Finance	Buy
DBRG^{DigitalBridge Group, Inc.} REIT	2.22 B USD	11.90 USD	−2.14%	3.22 M	1.13	263.27	0.05 USD	−92.59%	0.34%	Finance	Strong buy
TSLX^{Sixth Street Specialty Lending, Inc.}	2.2 B USD	23.45 USD	−0.09%	588.97 K	1.00	11.57	2.03 USD	−22.25%	7.85%	Finance	Strong buy
KYN^{Kayne Anderson Energy Infrastructure Fund, Inc.} CEF	2.14 B USD	12.66 USD	−1.33%	395 K	1.06	2.30	5.50 USD	+572.57%	7.74%	Finance	Neutral
PSEC^{Prospect Capital Corporation}	1.93 B USD	4.36 USD	−1.80%	3.16 M	1.19	—	−0.28 USD	−9.83%	15.83%	Finance	Strong sell
PAX^{Patria Investments Limited}	1.82 B USD	11.76 USD	−1.75%	537.8 K	0.91	27.75	0.42 USD	−46.91%	7.43%	Finance	Buy
CODI^{D/B/A Compass Diversified Holdings Shares of Beneficial Interest}	1.56 B USD	20.63 USD	−0.82%	327.88 K	1.98	—	−1.98 USD	−72.05%	4.85%	Finance	Strong buy
GSBD^{Goldman Sachs BDC, Inc.}	1.54 B USD	13.17 USD	−0.23%	403.08 K	0.61	19.08	0.69 USD	−49.81%	13.67%	Finance	Sell
PX^{P10, Inc.}	1.42 B USD	12.68 USD	−1.86%	546.81 K	0.59	78.81	0.16 USD	—	1.08%	Finance	Buy
MFIC^{MidCap Financial Investment Corporation} CEF	1.36 B USD	14.51 USD	−0.62%	244.38 K	0.90	9.35	1.55 USD	+16.88%	10.48%	Finance	Buy
OCSL^{Oaktree Specialty Lending Corporation}	1.31 B USD	15.91 USD	−0.75%	676.11 K	1.10	23.83	0.67 USD	−55.52%	13.83%	Finance	Neutral
NMFC^{New Mountain Finance Corporation}	1.29 B USD	11.94 USD	−0.33%	311 K	0.98	11.47	1.04 USD	−7.88%	10.72%	Finance	Buy
VRTS^{Virtus Investment Partners, Inc.}	1.27 B USD	180.82 USD	+0.31%	36.74 K	0.93	10.70	16.90 USD	−4.57%	4.59%	Finance	Sell
KBDC^{Kayne Anderson BDC, Inc.} CEF	1.23 B USD	17.29 USD	−0.63%	136.44 K	1.20	8.13	2.13 USD	+6.34%	6.94%	Finance	Buy
CSWC^{Capital Southwest Corporation}	1.17 B USD	23.17 USD	−0.39%	663.19 K	1.36	16.71	1.39 USD	−38.97%	9.93%	Finance	Buy
SII^{Sprott Inc.}	1.1 B USD	43.37 USD	+0.12%	85.82 K	1.04	23.76	1.83 USD	+22.26%	2.33%	Finance	Strong buy
BBDC^{Barings BDC, Inc.}	1.1 B USD	10.43 USD	−3.25%	1.1 M	2.09	10.01	1.04 USD	−12.74%	9.97%	Finance	Buy
PFLT^{PennantPark Floating Rate Capital Ltd.}	996.54 M USD	11.33 USD	+1.52%	1.98 M	0.83	8.14	1.39 USD	+24.41%	10.86%	Finance	Buy
SLRC^{SLR Investment Corp.}	955.25 M USD	17.51 USD	−0.79%	149.3 K	0.88	9.87	1.77 USD	+34.85%	9.37%	Finance	Neutral
AAMI^{Acadian Asset Management Inc.}	930.34 M USD	24.93 USD	−3.03%	107.91 K	0.59	11.17	2.23 USD	+44.13%	0.16%	Finance	Sell
CGBD^{Carlyle Secured Lending, Inc.}	904.6 M USD	17.77 USD	−0.62%	119.22 K	0.45	10.30	1.72 USD	+31.19%	10.52%	Finance	Sell
AC^{Associated Capital Group, Inc.}	802.57 M USD	37.79 USD	−0.71%	12.25 K	2.22	18.20	2.08 USD	+20.80%	0.53%	Finance	—
FDUS^{Fidus Investment Corporation}	780.04 M USD	23.00 USD	−0.26%	153.5 K	1.14	8.32	2.76 USD	+27.58%	7.48%	Finance	Buy
NOAH^{Noah Holdings Limited} DR	749.5 M USD	11.18 USD	−5.41%	105.41 K	1.01	2.12	5.28 USD	+176.79%	9.27%	Finance	Neutral
ABL^{Abacus Life, Inc.}	715.17 M USD	7.40 USD	−4.02%	318.14 K	1.94	—	−0.18 USD	−15,981.82%	0.00%	Finance	Strong buy
MMSIF^{MSC Income Fund, Inc.}	687.31 M USD	17.08 USD	−1.67%	89.86 K	0.99	11.93	1.43 USD	+0.85%	8.49%	Finance	Buy
CCAP^{Crescent Capital BDC, Inc.}	675.63 M USD	18.23 USD	−1.14%	245.2 K	1.61	9.17	1.99 USD	−13.19%	9.16%	Finance	Buy
VINP^{Vinci Partners Investments Ltd.}	642.82 M USD	9.91 USD	−1.98%	52.74 K	0.69	15.58	0.64 USD	−12.93%	0.01%	Finance	Strong buy
GLAD^{Gladstone Capital Corporation}	632.83 M USD	28.34 USD	−1.56%	88.51 K	0.84	6.16	4.60 USD	+60.29%	6.99%	Finance	Neutral
GAIN^{Gladstone Investment Corporation - Business Development Company}	500.25 M USD	13.58 USD	−0.37%	125.72 K	1.05	7.08	1.92 USD	−3.76%	7.07%	Finance	Buy
ALTI^{AlTi Global, Inc.}	476.81 M USD	3.41 USD	+3.96%	111.22 K	1.01	—	−1.38 USD	+42.91%	0.00%	Finance	Strong buy
PNNT^{PennantPark Investment Corporation} CEF	466.21 M USD	7.14 USD	−0.42%	356.12 K	0.77	28.59	0.25 USD	−66.59%	12.75%	Finance	Neutral
SCM^{Stellus Capital Investment Corporation}	418.58 M USD	15.47 USD	+0.52%	180.29 K	1.31	7.92	1.95 USD	+281.51%	10.34%	Finance	Neutral
DHIL^{Diamond Hill Investment Group, Inc.}	399.14 M USD	146.61 USD	+0.28%	21.53 K	1.42	8.32	17.61 USD	+21.40%	4.09%	Finance	—
HRZN^{Horizon Technology Finance Corporation} CEF	389.19 M USD	9.76 USD	−0.61%	240.25 K	0.74	—	−0.12 USD	−350.75%	13.52%	Finance	Neutral
SAR^{Saratoga Investment Corp New}	369.71 M USD	25.77 USD	−0.73%	168.96 K	0.76	10.38	2.48 USD	+28.25%	11.45%	Finance	Buy
TPVG^{TriplePoint Venture Growth BDC Corp.}	320.79 M USD	8.01 USD	−1.23%	222.91 K	1.35	37.94	0.21 USD	—	17.48%	Finance	Neutral
WHF^{WhiteHorse Finance, Inc.}	254.74 M USD	10.96 USD	−0.27%	48.96 K	0.98	24.55	0.45 USD	−34.20%	14.05%	Finance	Neutral
SAMG^{Silvercrest Asset Management Group Inc.}	254.56 M USD	18.36 USD	−0.27%	17.57 K	0.88	23.37	0.79 USD	−35.41%	4.25%	Finance	Strong buy
OXSQ^{Oxford Square Capital Corp.}	190.78 M USD	2.81 USD	−1.06%	262.08 K	0.64	—	−0.08 USD	−607.64%	14.95%	Finance	Neutral
MRCC^{Monroe Capital Corporation}	188.71 M USD	8.71 USD	−0.11%	173.37 K	4.90	14.51	0.60 USD	+298.01%	11.48%	Finance	Neutral
MYFW^{First Western Financial, Inc.}	188.45 M USD	19.50 USD	−0.36%	11.17 K	0.86	22.47	0.87 USD	−2.95%	0.00%	Finance	Buy
MFIN^{Medallion Financial Corp.}	185.23 M USD	8.03 USD	+0.38%	64.43 K	1.57	—	—	—	5.11%	Finance	—
PTMN^{Portman Ridge Finance Corporation}	160.31 M USD	17.40 USD	0.00%	28.19 K	0.70	46.19	0.38 USD	—	15.86%	Finance	Buy
WHG^{Westwood Holdings Group Inc}	145.38 M USD	15.68 USD	−4.62%	29.79 K	1.82	61.98	0.25 USD	−80.54%	3.83%	Finance	—
SSSS^{SuRo Capital Corp.}	132.64 M USD	5.62 USD	−5.07%	245.42 K	0.58	—	−1.92 USD	−1,713.90%	0.00%	Finance	Strong buy
GECC^{Great Elm Capital Corp.}	128.72 M USD	11.15 USD	+0.27%	6.39 K	0.51	16.05	0.69 USD	−61.83%	12.56%	Finance	Neutral
OFS^{OFS Capital Corporation}	115.49 M USD	8.62 USD	+4.48%	66.74 K	2.27	—	−0.09 USD	−118.78%	15.78%	Finance	Neutral
HNNA^{Hennessy Advisors, Inc.}	91.07 M USD	11.70 USD	−3.31%	39.04 K	4.92	10.42	1.12 USD	+76.47%	4.70%	Finance	—
RAND^{Rand Capital Corporation}	72.27 M USD	28.00 USD	−0.36%	24.36 K	1.14	5.62	4.98 USD	+123.40%	17.96%	Finance	—
LRFC^{Logan Ridge Finance Corporation}	66.31 M USD	24.87 USD	+0.36%	4.34 K	0.41	—	−1.27 USD	−19.15%	5.39%	Finance	Strong buy
HPH^{Highest Performances Holdings Inc. - American Depository Shares} DR	54.64 M USD	0.2212 USD	+8.91%	610.42 K	4.27	—	−0.34 USD	−228.45%	0.00%	Finance	—
GEG^{Great Elm Group, Inc.}	53.57 M USD	1.89 USD	0.00%	6.76 K	0.17	—	−0.01 USD	−103.03%	0.00%	Finance	—
ICMB^{Investcorp Credit Management BDC, Inc.} CEF	45.96 M USD	3.19 USD	+0.31%	7.39 K	0.23	10.95	0.29 USD	—	15.05%	Finance	—
STEC^{Santech Holdings Limited} DR	45.64 M USD	1.63 USD	+150.65%	122.13 M	781.99	—	—	—	0.00%	Finance	—
TURN^{180 Degree Capital Corp.} CEF	39.95 M USD	4.00 USD	−1.36%	9.91 K	0.19	—	−0.39 USD	+71.72%	0.00%	Finance	—
BCG^{Binah Capital Group, Inc.}	29.72 M USD	1.79 USD	−5.79%	25.12 K	0.86	—	−0.13 USD	+85.65%	0.00%	Finance	—
PWM^{Prestige Wealth Inc.}	22.14 M USD	0.6998 USD	+0.11%	98.95 K	0.07	—	−0.09 USD	—	0.00%	Finance	—
ZBAI^{ATIF Holdings Limited}	19.05 M USD	1.10 USD	+1.85%	28.52 K	0.47	—	−0.27 USD	+23.76%	0.00%	Finance	—
EQS^{Equus Total Return, Inc.} CEF	17.95 M USD	1.32 USD	−3.24%	6.52 K	2.13	—	−0.52 USD	−164.50%	0.00%	Finance	—

US stocks

Investment Managers

US companies operating in the same investment managers industry