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 Defi Technologies, 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}	207.29 B USD	129.21 USD	+2.49%	5.47 M	0.86	15.16	8.52 USD	+55.27%	2.86%	Finance	Neutral
BX^{Blackstone Inc.}	169 B USD	139.30 USD	+2.34%	3.45 M	0.90	42.14	3.31 USD	+16.57%	2.91%	Finance	Buy
BLK^{BlackRock, Inc.}	152.03 B USD	981.32 USD	+1.88%	843.33 K	1.28	23.84	41.17 USD	+4.62%	2.09%	Finance	Strong buy
KKR^{KKR & Co. Inc.}	107.7 B USD	120.92 USD	+3.19%	4.24 M	1.06	52.42	2.31 USD	−48.30%	0.58%	Finance	Strong buy
UBS^{UBS Group AG Registered}	97.86 B USD	32.04 USD	+0.95%	1.91 M	0.54	21.26	1.51 USD	−82.87%	2.77%	Finance	Neutral
BN^{Brookfield Corporation}	95.8 B USD	58.15 USD	+1.86%	1.26 M	0.64	210.91	0.28 USD	−54.17%	0.57%	Finance	Buy
BAM^{Brookfield Asset Management Inc}	92.82 B USD	57.56 USD	+1.77%	2.14 M	1.05	42.51	1.35 USD	+25.54%	2.76%	Finance	Buy
APO^{Apollo Global Management, Inc. (New)}	76.11 B USD	133.17 USD	+1.76%	2.47 M	0.72	23.52	5.66 USD	−36.81%	1.39%	Finance	Strong buy
ARES^{Ares Management Corporation}	35.38 B USD	164.60 USD	+2.69%	1.08 M	0.62	95.13	1.73 USD	−24.04%	2.38%	Finance	Buy
RJF^{Raymond James Financial, Inc.}	29.87 B USD	148.03 USD	+1.86%	1.08 M	1.17	14.26	10.38 USD	+25.58%	1.28%	Finance	Buy
OWL^{Blue Owl Capital Inc.}	28.86 B USD	18.72 USD	+2.46%	7.08 M	0.96	188.52	0.10 USD	−32.77%	3.85%	Finance	Buy
NTRS^{Northern Trust Corporation}	21.19 B USD	108.95 USD	+3.00%	1.42 M	0.96	10.17	10.71 USD	+137.14%	2.75%	Finance	Neutral
TROW^{T. Rowe Price Group, Inc.}	21.05 B USD	95.56 USD	+2.73%	1.14 M	0.78	10.84	8.81 USD	+4.62%	5.22%	Finance	Sell
TPG^{TPG Inc.}	18.8 B USD	48.14 USD	+2.45%	3.28 M	1.20	—	−0.32 USD	−125.11%	3.61%	Finance	Buy
CRBG^{Corebridge Financial Inc.}	17.89 B USD	32.55 USD	+2.52%	2.72 M	0.73	25.92	1.26 USD	−66.93%	2.86%	Finance	Buy
PFG^{Principal Financial Group Inc}	17.69 B USD	78.89 USD	+2.44%	904 K	0.91	16.91	4.67 USD	−10.67%	3.69%	Finance	Neutral
CG^{The Carlyle Group Inc.}	16.66 B USD	46.14 USD	+4.22%	3.05 M	0.99	15.59	2.96 USD	—	3.03%	Finance	Buy
ARCC^{Ares Capital Corporation}	15.25 B USD	21.97 USD	+1.76%	3.28 M	0.86	10.74	2.04 USD	−29.63%	8.74%	Finance	Strong buy
MORN^{Morningstar, Inc.}	13.06 B USD	309.02 USD	+1.61%	169.49 K	1.01	34.69	8.91 USD	+79.69%	0.56%	Finance	Buy
BEN^{Franklin Resources, Inc.}	11.67 B USD	22.21 USD	+3.25%	4.91 M	1.05	32.17	0.69 USD	−60.39%	5.67%	Finance	Sell
SEIC^{SEI Investments Company}	10.7 B USD	85.97 USD	+2.44%	942.09 K	1.12	18.71	4.59 USD	+25.63%	1.11%	Finance	Buy
HLNE^{Hamilton Lane Incorporated}	9.84 B USD	172.60 USD	+4.35%	557.13 K	1.35	32.22	5.36 USD	+64.81%	1.14%	Finance	Neutral
SF^{Stifel Financial Corporation}	9.82 B USD	95.61 USD	+2.66%	767.7 K	1.04	18.22	5.25 USD	+19.35%	1.80%	Finance	Buy
HQY^{HealthEquity, Inc.}	8.76 B USD	101.14 USD	+2.15%	804.51 K	0.80	92.76	1.09 USD	+70.36%	0.00%	Finance	Strong buy
STEP^{StepStone Group Inc.}	6.9 B USD	59.30 USD	+0.99%	1.15 M	1.85	—	−2.39 USD	−360.69%	1.57%	Finance	Buy
IVZ^{Invesco Ltd}	6.61 B USD	14.76 USD	+2.64%	4.85 M	1.11	11.82	1.25 USD	—	5.56%	Finance	Neutral
CIGI^{Colliers International Group Inc. - Subordinate Voting Shares}	6.16 B USD	121.73 USD	+3.15%	102.58 K	0.56	44.55	2.73 USD	+33.64%	0.25%	Finance	Buy
JHG^{Janus Henderson Group plc}	5.88 B USD	37.32 USD	+2.92%	1.4 M	0.99	14.83	2.52 USD	−4.93%	4.18%	Finance	Neutral
AMG^{Affiliated Managers Group, Inc.}	5.03 B USD	177.07 USD	+1.78%	262.4 K	0.99	13.90	12.74 USD	−29.26%	0.02%	Finance	Neutral
ESGR^{Enstar Group Limited}	5.01 B USD	335.82 USD	+0.37%	110.01 K	1.16	10.73	31.29 USD	−39.25%	0.00%	Finance	Neutral
AB^{AllianceBernstein Holding L.P.}	4.41 B USD	39.84 USD	+1.79%	235.65 K	0.96	10.75	3.71 USD	+53.17%	8.18%	Finance	Buy
VCTR^{Victory Capital Holdings, Inc. Class A Common Stock}	4.23 B USD	62.89 USD	+2.95%	260.77 K	0.78	13.99	4.50 USD	+37.74%	2.69%	Finance	Buy
IFS^{Intercorp Financial Services Inc.}	4.18 B USD	36.25 USD	−1.17%	373.75 K	1.80	9.67	3.75 USD	+70.05%	2.76%	Finance	Strong buy
GBDC^{Golub Capital BDC, Inc.}	4.03 B USD	15.13 USD	+1.20%	1.04 M	0.78	13.46	1.12 USD	−44.45%	10.97%	Finance	Buy
CNS^{Cohen & Steers Inc}	3.97 B USD	77.89 USD	+2.83%	183.33 K	1.03	25.48	3.06 USD	+18.85%	3.07%	Finance	Buy
FHI^{Federated Hermes, Inc.}	3.36 B USD	42.43 USD	+0.83%	931.8 K	1.14	11.95	3.55 USD	+1.08%	2.92%	Finance	Neutral
APAM^{Artisan Partners Asset Management Inc.}	3.33 B USD	41.24 USD	+2.00%	942.81 K	1.66	11.62	3.55 USD	+10.42%	7.23%	Finance	Neutral
HTGC^{Hercules Capital, Inc.}	3.1 B USD	17.69 USD	+1.67%	1.31 M	0.76	13.29	1.33 USD	−38.67%	9.04%	Finance	Buy
HASI^{HA Sustainable Infrastructure Capital, Inc.}	3.09 B USD	25.58 USD	+1.23%	1.85 M	1.27	25.46	1.00 USD	−51.14%	6.51%	Finance	Strong buy
GCMG^{GCM Grosvenor Inc.}	2.5 B USD	12.86 USD	+2.92%	423.59 K	0.92	94.59	0.14 USD	—	3.42%	Finance	Buy
BRDG^{Bridge Investment Group Holdings Inc.}	2.49 B USD	9.38 USD	+1.52%	228.97 K	0.63	—	−0.59 USD	−11.58%	4.90%	Finance	Neutral
DBRG^{DigitalBridge Group, Inc.} REIT	2.16 B USD	11.46 USD	+2.50%	3.05 M	0.61	36.38	0.32 USD	−81.20%	0.35%	Finance	Strong buy
PAX^{Patria Investments Limited}	2.07 B USD	13.10 USD	+1.79%	658.38 K	0.93	—	—	—	4.77%	Finance	Buy
KYN^{Kayne Anderson Energy Infrastructure Fund, Inc.} CEF	2.06 B USD	12.16 USD	+1.08%	301.9 K	0.99	2.21	5.50 USD	+572.57%	8.22%	Finance	—
SII^{Sprott Inc.}	1.5 B USD	58.17 USD	+0.59%	141.64 K	0.68	31.47	1.85 USD	+6.25%	1.91%	Finance	Strong buy
PX^{P10, Inc.}	1.28 B USD	11.45 USD	+2.14%	837.57 K	1.40	74.54	0.15 USD	—	1.22%	Finance	Buy
DEFT^{Defi Technologies, Inc.}	1.25 B USD	3.84 USD	+6.67%	3.93 M	1.57	231.23	0.02 USD	—	0.00%	Finance	Strong buy
MFIC^{MidCap Financial Investment Corporation} CEF	1.21 B USD	12.96 USD	+1.81%	412.22 K	1.12	10.52	1.23 USD	−29.52%	11.73%	Finance	Buy
VRTS^{Virtus Investment Partners, Inc.}	1.19 B USD	172.47 USD	+3.30%	33.55 K	0.76	10.23	16.86 USD	+1.58%	5.02%	Finance	Sell
KBDC^{Kayne Anderson BDC, Inc.} CEF	1.13 B USD	15.89 USD	+1.73%	139.05 K	0.94	8.94	1.78 USD	−12.86%	10.07%	Finance	Buy
CSWC^{Capital Southwest Corporation}	1.12 B USD	20.80 USD	+0.97%	712.32 K	1.25	14.64	1.42 USD	−31.27%	11.11%	Finance	Buy
AAMI^{Acadian Asset Management Inc.}	1.09 B USD	30.34 USD	+3.80%	180.25 K	0.60	12.63	2.40 USD	+46.94%	0.13%	Finance	Neutral
AC^{Associated Capital Group, Inc.}	805.15 M USD	38.09 USD	−1.06%	3.44 K	0.96	21.21	1.80 USD	+15.60%	0.53%	Finance	—
ABL^{Abacus Global Management, Inc.}	776.41 M USD	8.12 USD	−0.61%	463.94 K	1.13	—	−0.23 USD	−928.47%	0.00%	Finance	Strong buy
NOAH^{Noah Holdings Limited} DR	662.53 M USD	9.48 USD	+0.85%	169.94 K	2.52	1.87	5.06 USD	+146.27%	10.93%	Finance	Neutral
VINP^{Vinci Partners Investments Ltd.}	628.94 M USD	9.82 USD	+0.41%	43.3 K	0.65	25.50	0.39 USD	−44.69%	0.01%	Finance	Strong buy
CCAP^{Crescent Capital BDC, Inc.}	576.68 M USD	15.56 USD	+1.10%	158.66 K	0.91	11.64	1.34 USD	−52.34%	10.80%	Finance	Buy
CODI^{D/B/A Compass Diversified Holdings Shares of Beneficial Interest}	565.77 M USD	7.52 USD	+2.04%	1.32 M	0.78	—	−1.39 USD	+9.95%	13.30%	Finance	Buy
ALTI^{AlTi Global, Inc.}	487.15 M USD	3.36 USD	+5.66%	46.98 K	0.55	—	−1.53 USD	−0.93%	0.00%	Finance	Strong buy
DHIL^{Diamond Hill Investment Group, Inc.}	389.11 M USD	142.65 USD	+3.35%	14.21 K	1.13	9.63	14.81 USD	+0.68%	4.21%	Finance	—
MFIN^{Medallion Financial Corp.}	220.05 M USD	9.47 USD	+2.71%	20.18 K	0.40	5.92	1.60 USD	−24.70%	4.44%	Finance	Neutral
MYFW^{First Western Financial, Inc.}	210.63 M USD	21.68 USD	+2.51%	36.24 K	0.91	20.92	1.04 USD	+36.26%	0.00%	Finance	Buy
SAMG^{Silvercrest Asset Management Group Inc.}	195.11 M USD	14.55 USD	+3.49%	58.38 K	1.11	15.46	0.94 USD	+0.18%	5.43%	Finance	Strong buy
WHG^{Westwood Holdings Group Inc}	139.19 M USD	14.84 USD	−1.20%	19.58 K	1.14	517.07	0.03 USD	−98.07%	4.04%	Finance	—
HNNA^{Hennessy Advisors, Inc.}	81.21 M USD	10.43 USD	−1.42%	8.23 K	0.68	8.35	1.25 USD	+83.92%	5.27%	Finance	—
GEG^{Great Elm Group, Inc.}	57.32 M USD	2.05 USD	−1.37%	5.72 K	0.19	—	−0.07 USD	+66.01%	0.00%	Finance	—
ICMB^{Investcorp Credit Management BDC, Inc.} CEF	40.94 M USD	2.84 USD	+0.35%	69.67 K	1.27	21.61	0.13 USD	—	16.90%	Finance	Neutral
BCG^{Binah Capital Group, Inc.}	38.35 M USD	2.31 USD	−1.70%	9.04 K	0.37	—	−0.12 USD	+62.04%	0.00%	Finance	—
STEC^{Santech Holdings Limited} DR	26.88 M USD	0.9600 USD	−3.03%	8.19 K	0.32	—	—	—	0.00%	Finance	—
ZBAI^{ATIF Holdings Limited}	15.15 M USD	0.8747 USD	−2.83%	42.25 K	1.29	—	−0.38 USD	+20.03%	0.00%	Finance	—
PWM^{Prestige Wealth Inc.}	13.29 M USD	0.4200 USD	+0.96%	67.58 K	0.71	—	−0.09 USD	—	0.00%	Finance	—
MMAAS^{Highest Performances Holdings Inc. - American Depository Shares} DR	12.05 M USD	2.93 USD	−2.06%	9.09 K	0.34	—	−8.27 USD	−35.39%	0.00%	Finance	—
MEGL^{Magic Empire Global Limited}	10.81 M USD	1.34 USD	+1.52%	17.39 K	0.23	—	−0.03 USD	−867.74%	0.00%	Finance	—
GRNQ^{Greenpro Capital Corp.}	8.44 M USD	1.11 USD	+0.71%	16.97 K	0.07	—	−0.14 USD	−268.79%	0.00%	Finance	—
CCWD^{CaliberCos Inc.}	4.12 M USD	3.17 USD	+3.58%	10.07 K	0.50	—	−18.19 USD	−27.34%	0.00%	Finance	—
BENF^Beneficient	2.86 M USD	0.3300 USD	−2.37%	90.73 K	0.91	—	−19.62 USD	+97.23%	0.00%	Finance	—
MCI^{Barings Corporate Investors} CEF	—	20.61 USD	+1.88%	36.51 K	0.82	—	—	—	—	Finance	—

US stocks

Investment Managers

US companies operating in the same investment managers industry