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.}	213.09 B USD	175.69 USD	+2.03%	1.58 M	0.33	60.40	2.91 USD	+21.88%	2.00%	Finance	Neutral
MS^{Morgan Stanley}	204.7 B USD	127.06 USD	+2.10%	2.9 M	0.39	19.31	6.58 USD	+17.87%	2.85%	Finance	Neutral
BLK^{BlackRock, Inc.}	163.37 B USD	1,054.83 USD	+1.46%	276.62 K	0.30	26.03	40.52 USD	+13.65%	1.95%	Finance	Buy
KKR^{KKR & Co. Inc.}	135.53 B USD	152.58 USD	+2.44%	1.23 M	0.31	47.20	3.23 USD	+6.27%	0.46%	Finance	Strong buy
APO^{Apollo Global Management, Inc. (New)}	98.93 B USD	174.85 USD	+1.88%	1.02 M	0.07	18.40	9.50 USD	+99.95%	1.06%	Finance	Buy
UBS^{UBS Group AG Registered}	97.92 B USD	30.55 USD	+0.86%	583.93 K	0.38	34.63	0.88 USD	−90.66%	2.35%	Finance	Neutral
BN^{Brookfield Corporation}	86.72 B USD	57.49 USD	+0.75%	661.67 K	0.29	121.60	0.47 USD	—	0.51%	Finance	Buy
PRU^{Prudential Financial, Inc.}	42.46 B USD	119.26 USD	+0.59%	435.62 K	0.25	10.57	11.28 USD	+629.52%	4.39%	Finance	Neutral
OWL^{Blue Owl Capital Inc.}	35.95 B USD	24.07 USD	+1.78%	1.58 M	0.22	141.42	0.17 USD	+107.56%	2.88%	Finance	Buy
ARES^{Ares Management Corporation}	35.92 B USD	181.06 USD	+1.15%	307.5 K	0.23	81.33	2.23 USD	+3.82%	1.99%	Finance	Buy
RJF^{Raymond James Financial, Inc.}	32.09 B USD	157.28 USD	+0.94%	242.89 K	0.17	16.21	9.70 USD	+21.94%	1.16%	Finance	Buy
TROW^{T. Rowe Price Group, Inc.}	26.01 B USD	117.07 USD	+0.86%	357.39 K	0.20	12.82	9.13 USD	+30.21%	4.26%	Finance	Sell
TPG^{TPG Inc.}	23.64 B USD	64.77 USD	+1.38%	379.48 K	0.28	—	−0.33 USD	−190.62%	2.58%	Finance	Buy
BAM^{Brookfield Asset Management Inc}	23.27 B USD	55.46 USD	+1.28%	267.85 K	0.34	50.14	1.11 USD	—	2.64%	Finance	Neutral
NTRS^{Northern Trust Corporation}	20.54 B USD	103.61 USD	+0.99%	323.43 K	0.19	12.90	8.03 USD	+52.48%	2.92%	Finance	Neutral
CG^{The Carlyle Group Inc.}	18.31 B USD	51.18 USD	+2.05%	641.39 K	0.28	172.56	0.30 USD	−48.31%	2.79%	Finance	Buy
PFG^{Principal Financial Group Inc}	17.79 B USD	77.80 USD	+0.52%	271.25 K	0.17	—	−0.92 USD	−115.22%	3.60%	Finance	Neutral
CRBG^{Corebridge Financial Inc.}	17.09 B USD	30.05 USD	+0.94%	1.04 M	0.28	—	−2.08 USD	−172.30%	3.09%	Finance	Buy
MORN^{Morningstar, Inc.}	14.61 B USD	340.77 USD	+0.55%	28.1 K	0.17	44.98	7.58 USD	+358.26%	0.48%	Finance	Buy
ARCC^{Ares Capital Corporation}	14.05 B USD	21.75 USD	+1.02%	3.31 M	0.55	8.35	2.61 USD	+14.09%	8.92%	Finance	Strong buy
SF^{Stifel Financial Corporation}	10.98 B USD	107.28 USD	+1.26%	262.09 K	0.35	19.38	5.54 USD	+27.88%	1.53%	Finance	Neutral
BEN^{Franklin Resources, Inc.}	10.94 B USD	20.88 USD	+2.05%	1.35 M	0.31	24.24	0.86 USD	−49.98%	6.06%	Finance	Sell
SEIC^{SEI Investments Company}	10.89 B USD	84.46 USD	+1.64%	278.66 K	0.30	20.39	4.14 USD	+22.88%	1.11%	Finance	Neutral
HLNE^{Hamilton Lane Incorporated}	8.35 B USD	150.58 USD	+0.34%	238.1 K	0.30	33.06	4.55 USD	+49.40%	1.25%	Finance	Neutral
HQY^{HealthEquity, Inc.}	8.29 B USD	95.68 USD	+0.62%	201.18 K	0.18	87.28	1.10 USD	+226.25%	0.00%	Finance	Strong buy
IVZ^{Invesco Ltd}	7.98 B USD	17.75 USD	+1.54%	1.19 M	0.32	—	−0.92 USD	−170.66%	4.66%	Finance	Neutral
STEP^{StepStone Group Inc.}	6.94 B USD	60.26 USD	+1.24%	168.57 K	0.20	97.16	0.62 USD	−42.61%	1.51%	Finance	Buy
CIGI^{Colliers International Group Inc. - Subordinate Voting Shares}	6.91 B USD	136.93 USD	+1.40%	52.67 K	0.52	43.34	3.16 USD	+751.72%	0.21%	Finance	Buy
JHG^{Janus Henderson Group plc}	6.89 B USD	43.34 USD	+1.40%	240.14 K	0.20	17.16	2.53 USD	+24.53%	3.65%	Finance	Neutral
FSK^{FS KKR Capital Corp.}	6.06 B USD	21.62 USD	+0.75%	569.58 K	0.38	11.47	1.89 USD	−21.40%	13.05%	Finance	Neutral
AMG^{Affiliated Managers Group, Inc.}	5.67 B USD	187.49 USD	+1.54%	87.25 K	0.31	12.23	15.32 USD	−48.22%	0.02%	Finance	Buy
MAIN^{Main Street Capital Corporation}	5.03 B USD	57.00 USD	+0.99%	347.65 K	0.68	10.34	5.51 USD	+11.85%	5.22%	Finance	Neutral
CNS^{Cohen & Steers Inc}	4.74 B USD	93.70 USD	+1.21%	59.36 K	0.21	34.97	2.68 USD	+0.57%	2.55%	Finance	Buy
VCTR^{Victory Capital Holdings, Inc. Class A Common Stock}	4.33 B USD	66.65 USD	+1.60%	119.8 K	0.26	16.52	4.03 USD	+32.61%	2.19%	Finance	Buy
AB^{AllianceBernstein Holding L.P.}	4.17 B USD	36.80 USD	+0.85%	243.1 K	0.47	10.56	3.49 USD	+57.07%	8.17%	Finance	Buy
GBDC^{Golub Capital BDC, Inc.}	4.05 B USD	15.33 USD	+1.66%	649.3 K	0.47	10.94	1.40 USD	−7.84%	10.54%	Finance	Buy
APAM^{Artisan Partners Asset Management Inc.}	3.56 B USD	44.24 USD	+0.75%	185.8 K	0.41	12.58	3.52 USD	+16.79%	6.42%	Finance	Neutral
FHI^{Federated Hermes, Inc.}	3.38 B USD	41.28 USD	+0.88%	201.85 K	0.27	13.25	3.11 USD	+1.18%	2.96%	Finance	Buy
IFS^{Intercorp Financial Services Inc.}	3.37 B USD	29.18 USD	−0.03%	13.94 K	0.09	11.47	2.54 USD	−6.45%	3.47%	Finance	Strong buy
HTGC^{Hercules Capital, Inc.}	3.28 B USD	19.59 USD	+1.35%	270.63 K	0.26	9.79	2.00 USD	+0.23%	8.28%	Finance	Buy
GCMG^{GCM Grosvenor Inc.}	2.32 B USD	12.29 USD	+1.24%	274.06 K	0.94	—	−0.06 USD	+74.60%	3.62%	Finance	Buy
BRDG^{Bridge Investment Group Holdings Inc.}	2.25 B USD	8.66 USD	+2.36%	157.65 K	0.84	—	−0.33 USD	+25.47%	5.79%	Finance	Buy
KYN^{Kayne Anderson Energy Infrastructure Fund, Inc.} MF	2.08 B USD	12.46 USD	+1.55%	153.29 K	0.33	4.00	3.11 USD	—	7.09%	Finance	Neutral
DBRG^{DigitalBridge Group, Inc.} REIT	2.01 B USD	10.91 USD	+1.11%	1.48 M	0.64	14.29	0.76 USD	—	0.37%	Finance	Strong buy
TSLX^{Sixth Street Specialty Lending, Inc.}	1.97 B USD	21.14 USD	+1.00%	83.08 K	0.25	10.24	2.06 USD	−20.36%	8.79%	Finance	Strong buy
PSEC^{Prospect Capital Corporation}	1.9 B USD	4.36 USD	+4.81%	5.86 M	1.41	—	−0.33 USD	−15,776.19%	17.31%	Finance	Strong sell
OBDE^{Blue Owl Capital Corporation III}	1.88 B USD	15.21 USD	+0.86%	252.75 K	0.58	8.63	1.76 USD	−23.06%	0.00%	Finance	Strong buy
PAX^{Patria Investments Limited}	1.76 B USD	11.51 USD	+0.88%	587.99 K	0.71	21.10	0.55 USD	−27.91%	7.66%	Finance	Buy
CODI^{D/B/A Compass Diversified Holdings Shares of Beneficial Interest}	1.76 B USD	23.23 USD	+0.82%	70.04 K	0.25	—	−1.98 USD	−72.05%	4.34%	Finance	Strong buy
VRTS^{Virtus Investment Partners, Inc.}	1.57 B USD	223.50 USD	+1.42%	14.16 K	0.25	13.58	16.45 USD	−9.94%	3.61%	Finance	Sell
GSBD^{Goldman Sachs BDC, Inc.}	1.51 B USD	12.84 USD	+0.71%	501.82 K	0.43	18.61	0.69 USD	−49.81%	14.12%	Finance	Sell
PX^{P10, Inc.}	1.43 B USD	12.82 USD	+0.79%	173.77 K	0.23	126.31	0.10 USD	—	1.08%	Finance	Buy
MFIC^{MidCap Financial Investment Corporation} MF	1.26 B USD	13.70 USD	+2.24%	297.56 K	0.67	8.83	1.55 USD	+16.88%	11.34%	Finance	Buy
OCSL^{Oaktree Specialty Lending Corporation}	1.25 B USD	15.24 USD	+1.67%	541.85 K	0.36	21.32	0.71 USD	−54.78%	14.68%	Finance	Neutral
NMFC^{New Mountain Finance Corporation}	1.21 B USD	11.23 USD	+0.54%	257.34 K	0.32	10.79	1.04 USD	−7.88%	11.46%	Finance	Buy
KBDC^{Kayne Anderson BDC, Inc.} CEF	1.18 B USD	16.58 USD	0.00%	116.85 K	1.06	7.80	2.13 USD	+6.34%	0.00%	Finance	Buy
SII^{Sprott Inc.}	1.08 B USD	42.52 USD	+1.00%	23.18 K	0.28	23.30	1.83 USD	+22.26%	2.38%	Finance	Strong buy
CSWC^{Capital Southwest Corporation}	1.02 B USD	21.38 USD	+1.09%	229.49 K	0.27	12.94	1.65 USD	−8.26%	10.83%	Finance	Buy
BSIG^{BrightSphere Investment Group Inc.}	1.01 B USD	26.96 USD	+0.86%	75.64 K	0.24	16.41	1.64 USD	−4.71%	0.15%	Finance	Sell
BBDC^{Barings BDC, Inc.}	1 B USD	9.50 USD	+0.85%	232.58 K	0.34	8.73	1.09 USD	+20.69%	11.04%	Finance	Buy
CGBD^{Carlyle Secured Lending, Inc.}	918.35 M USD	18.04 USD	+0.95%	198.72 K	0.62	10.46	1.72 USD	+31.19%	10.41%	Finance	Neutral
PFLT^{PennantPark Floating Rate Capital Ltd.}	903.88 M USD	10.86 USD	+1.31%	382.23 K	0.35	7.60	1.43 USD	+103.74%	11.47%	Finance	Buy
SLRC^{SLR Investment Corp.}	885.42 M USD	16.23 USD	+0.56%	107.42 K	0.57	9.15	1.77 USD	+34.85%	10.16%	Finance	Neutral
NOAH^{Noah Holdings Limited} DR	843.7 M USD	11.91 USD	+0.25%	295.88 K	1.26	2.26	5.28 USD	+176.79%	8.72%	Finance	Neutral
AC^{Associated Capital Group, Inc.}	750.96 M USD	35.36 USD	−1.26%	1.56 K	0.44	13.43	2.63 USD	+66.32%	0.56%	Finance	—
CCAP^{Crescent Capital BDC, Inc.}	734.19 M USD	19.81 USD	+0.81%	55.52 K	0.46	7.78	2.55 USD	+65.06%	8.45%	Finance	Buy
ABL^{Abacus Life, Inc.}	707.95 M USD	7.54 USD	−3.33%	100.12 K	0.35	—	−0.18 USD	−15,981.82%	0.00%	Finance	Strong buy
FDUS^{Fidus Investment Corporation}	703.73 M USD	20.75 USD	+0.88%	52.96 K	0.21	7.51	2.76 USD	+27.58%	8.36%	Finance	Buy
GLAD^{Gladstone Capital Corporation}	622.78 M USD	27.89 USD	+0.58%	72.11 K	0.51	6.47	4.31 USD	+89.52%	7.14%	Finance	Neutral
ALTI^{AlTi Global, Inc.}	601.25 M USD	4.30 USD	+3.86%	23.97 K	0.24	—	−1.38 USD	+42.91%	0.00%	Finance	Strong buy
VINP^{Vinci Partners Investments Ltd.}	528.71 M USD	10.00 USD	+1.42%	32.77 K	0.31	15.72	0.64 USD	−12.93%	0.01%	Finance	Strong buy
GAIN^{Gladstone Investment Corporation - Business Development Company}	481.36 M USD	13.12 USD	−0.08%	65.75 K	0.45	12.37	1.06 USD	−53.35%	7.31%	Finance	Neutral
PNNT^{PennantPark Investment Corporation} CEF	451.85 M USD	7.00 USD	+1.16%	149.59 K	0.35	41.99	0.17 USD	—	12.72%	Finance	Neutral
DHIL^{Diamond Hill Investment Group, Inc.}	417.35 M USD	153.30 USD	+1.42%	10.94 K	0.50	8.70	17.61 USD	+21.40%	3.97%	Finance	—
SCM^{Stellus Capital Investment Corporation}	369.34 M USD	13.65 USD	+1.04%	60.87 K	0.32	6.99	1.95 USD	+281.51%	11.84%	Finance	Neutral
SAR^{Saratoga Investment Corp New}	330.25 M USD	23.93 USD	+1.06%	32.95 K	0.51	15.62	1.53 USD	−44.34%	12.37%	Finance	Buy
HRZN^{Horizon Technology Finance Corporation} MF	313.09 M USD	8.94 USD	0.00%	197.18 K	0.29	—	−0.12 USD	−350.75%	14.77%	Finance	Neutral
TPVG^{TriplePoint Venture Growth BDC Corp.}	293.96 M USD	7.34 USD	+0.69%	289.92 K	0.31	34.77	0.21 USD	—	20.58%	Finance	Neutral
SAMG^{Silvercrest Asset Management Group Inc.}	255.94 M USD	18.46 USD	+1.26%	9.64 K	0.23	23.50	0.79 USD	−35.41%	4.22%	Finance	Strong buy
WHF^{WhiteHorse Finance, Inc.}	224.06 M USD	9.64 USD	+1.15%	277.52 K	2.10	21.59	0.45 USD	−34.20%	16.16%	Finance	Neutral
MFIN^{Medallion Financial Corp.}	220.99 M USD	9.58 USD	+1.81%	30.1 K	0.27	5.65	1.69 USD	−27.44%	4.36%	Finance	Buy
MYFW^{First Western Financial, Inc.}	187.39 M USD	19.39 USD	+0.52%	5.51 K	0.23	31.58	0.61 USD	−57.12%	0.00%	Finance	Buy
MRCC^{Monroe Capital Corporation}	176.36 M USD	8.14 USD	+0.12%	40.6 K	0.60	13.56	0.60 USD	+298.01%	12.30%	Finance	Neutral
OXSQ^{Oxford Square Capital Corp.}	169.73 M USD	2.50 USD	+0.81%	224.24 K	0.41	—	−0.08 USD	−607.64%	16.94%	Finance	Neutral
PTMN^{Portman Ridge Finance Corporation}	151 M USD	16.39 USD	−0.06%	44.04 K	0.80	43.51	0.38 USD	—	16.83%	Finance	Buy
SSSS^{SuRo Capital Corp.}	138.87 M USD	5.94 USD	+0.34%	83.18 K	0.39	—	−1.92 USD	−1,713.90%	0.00%	Finance	Strong buy
WHG^{Westwood Holdings Group Inc}	136.76 M USD	14.75 USD	−2.25%	5.6 K	0.37	45.00	0.33 USD	−43.79%	3.98%	Finance	—
GECC^{Great Elm Capital Corp.}	118.56 M USD	10.27 USD	+0.49%	10.81 K	0.27	14.78	0.69 USD	−61.83%	13.70%	Finance	Neutral
OFS^{OFS Capital Corporation}	107.72 M USD	8.04 USD	+1.01%	19.7 K	0.21	—	−0.09 USD	−118.78%	17.09%	Finance	Neutral
HNNA^{Hennessy Advisors, Inc.}	93.4 M USD	12.00 USD	+0.33%	4.7 K	0.21	13.07	0.92 USD	+46.41%	4.60%	Finance	—
HPH^{Highest Performances Holdings Inc. - American Depository Shares} DR	74.11 M USD	0.3160 USD	+5.33%	29.84 K	0.33	—	−0.34 USD	−228.45%	0.00%	Finance	—
LRFC^{Logan Ridge Finance Corporation}	65.62 M USD	24.61 USD	+0.42%	1.4 K	0.14	—	−1.27 USD	−19.15%	5.47%	Finance	Strong buy
GEG^{Great Elm Group, Inc.}	54.13 M USD	1.82 USD	0.00%	4.62 K	0.08	—	−0.06 USD	−105.95%	0.00%	Finance	—
RAND^{Rand Capital Corporation}	46.78 M USD	18.12 USD	+7.25%	3.99 K	0.25	3.64	4.98 USD	+123.40%	6.39%	Finance	—
ICMB^{Investcorp Credit Management BDC, Inc.} MF	43.94 M USD	3.06 USD	+0.33%	13.61 K	0.28	10.50	0.29 USD	—	15.74%	Finance	Neutral
TURN^{180 Degree Capital Corp.} CEF	35.8 M USD	3.63 USD	+1.45%	26.86 K	0.76	—	−1.72 USD	+22.03%	0.00%	Finance	—
BCG^{Binah Capital Group, Inc.}	32.87 M USD	1.98 USD	−5.71%	22.03 K	0.79	—	−0.13 USD	+85.65%	0.00%	Finance	—
STEC^{Santech Holdings Limited} DR	18.65 M USD	0.6900 USD	+3.60%	122.92 K	2.87	—	—	—	0.00%	Finance	—
EQS^{Equus Total Return, Inc.} MF	14.27 M USD	1.07 USD	+1.90%	624	0.02	—	−0.52 USD	−164.50%	0.00%	Finance	—
CWD^{CaliberCos Inc.}	11.84 M USD	0.5270 USD	−0.60%	22.65 K	0.35	—	−0.50 USD	−615.30%	0.00%	Finance	Strong buy

US stocks

Investment Managers

US companies operating in the same investment managers industry