Investment Managers

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 Hywin Holdings Ltd., 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
MSMorgan Stanley
159.721 B USD98.28 USD+0.17%6.118 M1.1517.915.49 USD3.47%Finance
Buy
BXBlackstone Inc.
149.97 B USD124.04 USD+0.82%2.518 M0.6743.742.84 USD+242.71%2.73%Finance
Buy
BLKBlackRock, Inc.
118.385 B USD796.67 USD+0.96%607.147 K1.0620.2439.35 USD+22.01%2.55%Finance
Buy
UBSUBS Group AG Registered
95.195 B USD29.70 USD+2.52%2.608 M0.903.388.80 USD2.42%Finance
Neutral
KKRKKR & Co. Inc.
91.271 B USD103.13 USD+0.89%4.235 M1.0325.224.09 USD0.65%Finance
Strong buy
BNBrookfield Corporation
72.572 B USD44.23 USD−0.05%4.214 M1.0973.530.60 USD+58.78%0.65%Finance
Buy
APOApollo Global Management, Inc. (New)
63.763 B USD112.06 USD−0.12%1.263 M0.4912.518.96 USD1.53%Finance
Buy
ARESAres Management Corporation
27.203 B USD142.27 USD−0.12%780.378 K0.6262.462.28 USD+110.78%2.27%Finance
Buy
OWLBlue Owl Capital Inc.
26.504 B USD18.55 USD+0.11%4.641 M0.71125.590.15 USD+523.21%3.02%Finance
Strong buy
RJFRaymond James Financial, Inc.
26.055 B USD125.70 USD+0.43%781.931 K0.8615.218.27 USD+8.99%1.39%Finance
Buy
TROWT. Rowe Price Group, Inc.
24.92 B USD111.60 USD+0.27%1.034 M0.6213.258.42 USD+38.17%4.40%Finance
Sell
PFGPrincipal Financial Group Inc
19.679 B USD83.96 USD+0.56%951.17 K0.9016.085.22 USD−68.96%3.17%Finance
Neutral
CRBGCorebridge Financial Inc.
18.074 B USD29.55 USD−2.31%3.408 M0.757.783.80 USD−42.12%3.04%Finance
Strong buy
NTRSNorthern Trust Corporation
17.738 B USD86.70 USD−0.09%812.108 K0.8519.194.52 USD3.46%Finance
Neutral
BAMBrookfield Asset Management Inc
15.511 B USD39.75 USD−0.63%2.089 M0.548.524.67 USD+4.55%3.32%Finance
Buy
TPGTPG Inc.
15.503 B USD42.50 USD−1.00%1.231 M1.77−0.14 USD+56.41%3.12%Finance
Buy
CGThe Carlyle Group Inc.
15.295 B USD42.50 USD+0.31%1.231 M0.52−1.79 USD−186.93%3.30%Finance
Buy
ARCCAres Capital Corporation
12.824 B USD21.10 USD+0.86%3.383 M1.057.262.91 USD+131.32%9.18%Finance
Strong buy
MORNMorningstar, Inc.
12.754 B USD298.38 USD−0.26%56.38 K0.5960.194.96 USD+1176.64%0.52%Finance
Strong buy
BENFranklin Resources, Inc.
12.489 B USD23.74 USD−1.66%3.857 M0.6513.621.74 USD+4.97%5.05%Finance
Sell
SEICSEI Investments Company
9 B USD68.50 USD−0.15%519.341 K1.0718.733.66 USD+27.12%1.30%Finance
Neutral
SFStifel Financial Corporation
8.567 B USD83.52 USD+0.68%598.36 K0.9019.004.40 USD−15.66%1.81%Finance
Buy
IVZInvesco Ltd
7.013 B USD15.59 USD+2.50%7.083 M1.59−0.75 USD−154.80%5.26%Finance
Neutral
HQYHealthEquity, Inc.
6.663 B USD77.33 USD−0.15%732.376 K1.32120.830.64 USD0.00%Finance
Strong buy
HLNEHamilton Lane Incorporated
6.425 B USD115.00 USD−0.73%413.962 K2.7735.383.25 USD+25.71%1.54%Finance
Neutral
FSKFS KKR Capital Corp.
5.565 B USD19.87 USD0.00%1.6 M1.328.312.39 USD+897.62%14.09%Finance
Neutral
CIGIColliers International Group Inc. - Subordinate Voting Shares
5.431 B USD114.17 USD+1.36%65.252 K0.5055.762.05 USD+133.92%0.26%Finance
Buy
JHGJanus Henderson Group plc
5.239 B USD32.65 USD−1.33%697.12 K0.6312.332.65 USD+24.27%4.71%Finance
Neutral
AMGAffiliated Managers Group, Inc.
5.024 B USD157.67 USD+0.28%158.04 K0.398.7518.01 USD−31.65%0.03%Finance
Buy
STEPStepStone Group Inc.
4.25 B USD37.97 USD−0.76%166.661 K0.6143.320.88 USD2.17%Finance
Buy
MAINMain Street Capital Corporation
4.198 B USD49.40 USD−2.68%630.875 K1.979.035.47 USD+65.44%5.53%Finance
Buy
ABAllianceBernstein Holding L.P.
3.752 B USD32.58 USD−1.30%239.56 K0.7313.462.42 USD−0.49%8.15%Finance
Buy
CNSCohen & Steers Inc
3.574 B USD70.72 USD−4.06%286.221 K1.5627.492.57 USD−22.83%3.12%Finance
Neutral
APAMArtisan Partners Asset Management Inc.
3.541 B USD44.06 USD−1.76%265.277 K0.7013.703.21 USD+17.01%5.44%Finance
Neutral
HTGCHercules Capital, Inc.
3.227 B USD19.90 USD+0.20%1.541 M1.499.172.17 USD+47.58%8.01%Finance
Buy
VCTRVictory Capital Holdings, Inc. Class A Common Stock
3.132 B USD48.69 USD−6.81%918.185 K1.8914.933.26 USD−8.04%2.48%Finance
Buy
GBDCGolub Capital BDC, Inc.
2.869 B USD16.73 USD+1.64%948.674 K1.058.272.02 USD+221.35%8.87%Finance
Buy
FHIFederated Hermes, Inc.
2.78 B USD33.03 USD−0.69%558.001 K0.519.413.51 USD+24.10%3.37%Finance
Buy
IFSIntercorp Financial Services Inc.
2.632 B USD22.80 USD−0.70%96.626 K0.999.192.48 USD4.36%Finance
Strong buy
PSECProspect Capital Corporation
2.285 B USD5.47 USD+0.46%2.472 M1.3118.730.29 USD13.22%Finance
Sell
TSLXSixth Street Specialty Lending, Inc.
2.007 B USD21.65 USD+1.36%344.719 K0.778.702.49 USD+68.80%8.61%Finance
Buy
OBDEBlue Owl Capital Corporation III
1.991 B USD16.17 USD+2.41%16.392 K0.357.132.27 USD+29.66%0.00%Finance
Strong buy
PAXPatria Investments Limited
1.938 B USD12.91 USD+0.39%266.694 K0.4616.200.80 USD+26.23%8.36%Finance
Buy
GCMGGCM Grosvenor Inc.
1.798 B USD9.60 USD−3.32%370.283 K2.91−0.31 USD−375.46%4.43%Finance
Buy
GSBDGoldman Sachs BDC, Inc.
1.785 B USD15.91 USD+1.79%521.531 K0.968.301.92 USD+363.40%11.52%Finance
Neutral
BRDGBridge Investment Group Holdings Inc.
1.754 B USD6.84 USD−1.44%156.037 K0.82−0.53 USD−218.48%8.07%Finance
Buy
KYNKayne Anderson Energy Infrastructure Fund, Inc.
CEF
1.679 B USD9.83 USD−1.01%300.796 K0.6212.030.82 USD−72.79%8.36%Finance
CODID/B/A Compass Diversified Holdings Shares of Beneficial Interest
1.655 B USD21.96 USD−0.05%156.872 K0.70−2.37 USD−413.38%4.55%Finance
Buy
VRTSVirtus Investment Partners, Inc.
1.644 B USD230.68 USD−1.65%31.68 K0.5413.9016.60 USD+0.48%3.13%Finance
Neutral
OCSLOaktree Specialty Lending Corporation
1.573 B USD19.32 USD+0.63%480.16 K0.8314.591.32 USD+1143.29%11.46%Finance
Buy
NMFCNew Mountain Finance Corporation
1.341 B USD12.62 USD−0.16%457.575 K1.4411.451.10 USD+41.37%10.13%Finance
Buy
CSWCCapital Southwest Corporation
1.148 B USD26.71 USD−0.45%234.031 K1.1311.752.27 USD+72.38%8.35%Finance
Buy
SIISprott Inc.
1.091 B USD42.20 USD+0.48%233.493 K2.4124.251.74 USD+144.46%2.37%Finance
Buy
BBDCBarings BDC, Inc.
1.03 B USD9.72 USD+0.52%453.164 K1.237.831.24 USD+462.36%10.65%Finance
Buy
MFICMidCap Financial Investment Corporation
1.016 B USD15.57 USD+1.10%210.609 K1.298.911.75 USD+114.20%9.87%Finance
Buy
PXP10, Inc.
924.626 M USD8.18 USD+0.62%695.279 K0.98−0.03 USD−114.74%1.60%Finance
Buy
CGBDCarlyle Secured Lending, Inc.
905.674 M USD17.83 USD−0.11%234.123 K0.8010.771.66 USD+16.43%10.08%Finance
Neutral
SLRCSLR Investment Corp.
884.331 M USD16.21 USD+1.31%221.98 K1.699.081.79 USD+310.95%10.25%Finance
Neutral
BSIGBrightSphere Investment Group Inc.
862.028 M USD22.77 USD−1.47%290.236 K1.5313.921.64 USD−21.73%0.17%Finance
Buy
NOAHNoah Holdings Limited
DR
789.907 M USD14.21 USD−2.40%152.844 K0.871.1412.49 USD−1.46%2.50%Finance
Strong buy
PFLTPennantPark Floating Rate Capital Ltd.
768.041 M USD11.51 USD+0.35%1.089 M0.827.781.48 USD10.68%Finance
Buy
TRINTrinity Capital Inc.
736.24 M USD14.88 USD+0.13%220.513 K0.519.421.58 USD13.32%Finance
Buy
ACAssociated Capital Group, Inc.
704.889 M USD32.92 USD−1.29%2.233 K0.5621.191.55 USD0.60%Finance
CCAPCrescent Capital BDC, Inc.
674.15 M USD18.19 USD+1.39%263.713 K2.526.482.81 USD+1186.79%9.14%Finance
Buy
CIONCION Investment Corporation
652.052 M USD12.11 USD+1.68%371.014 K1.794.972.44 USD+1222.79%11.42%Finance
Neutral
FDUSFidus Investment Corporation
631.704 M USD20.02 USD−0.15%423.422 K1.206.972.87 USD+78.22%8.38%Finance
Buy
VINPVinci Partners Investments Ltd.
586.93 M USD10.90 USD+0.09%32.297 K0.980.01%Finance
Strong buy
ALTIAlTi Global, Inc.
550.109 M USD4.61 USD−2.33%60.223 K1.01−2.96 USD−1552.70%0.00%Finance
Strong buy
HPHHighest Performances Holdings Inc. - American Depository Shares
DR
539.81 M USD9.04 USD+1.01%3.611 K0.970.00%Finance
GAINGladstone Investment Corporation - Business Development Company
521.713 M USD14.22 USD+0.92%93.682 K1.075.742.48 USD+132.18%6.81%Finance
Neutral
GLADGladstone Capital Corporation
482.297 M USD22.17 USD−0.14%100.859 K0.756.713.30 USD+248.29%8.85%Finance
Neutral
PNNTPennantPark Investment Corporation
CEF
482.009 M USD7.28 USD−1.49%760.289 K2.017.920.92 USD11.23%Finance
Neutral
DHILDiamond Hill Investment Group, Inc.
428.938 M USD154.69 USD−2.82%19.896 K1.4510.5214.71 USD+1.93%3.77%Finance
TPVGTriplePoint Venture Growth BDC Corp.
348.939 M USD9.22 USD+0.55%350.936 K1.02−1.11 USD−94.88%17.45%Finance
Neutral
SCMStellus Capital Investment Corporation
344.997 M USD14.30 USD+0.92%114.448 K1.1213.111.09 USD+52.95%11.29%Finance
Neutral
SARSaratoga Investment Corp New
316.72 M USD23.12 USD+0.39%63.703 K0.8032.550.71 USD−65.82%12.42%Finance
Buy
WHFWhiteHorse Finance, Inc.
296.349 M USD12.75 USD−1.32%91.718 K0.9315.700.81 USD+7.96%11.69%Finance
Neutral
AGBAAGBA Group Holding Limited
263.345 M USD3.54 USD−4.84%1.481 M0.09−0.75 USD−379.54%0.00%Finance
SAMGSilvercrest Asset Management Group Inc.
208.791 M USD15.01 USD−0.53%28.554 K0.8015.970.94 USD−36.45%4.97%Finance
Strong buy
OXSQOxford Square Capital Corp.
192.303 M USD3.22 USD+0.31%243.673 K1.1116.580.19 USD13.08%Finance
Neutral
MFINMedallion Financial Corp.
186.545 M USD7.98 USD+2.97%41.326 K0.703.762.12 USD+0.95%4.65%Finance
Buy
PTMNPortman Ridge Finance Corporation
185.192 M USD19.90 USD+0.35%28.12 K1.0311.831.68 USD13.92%Finance
Buy
MYFWFirst Western Financial, Inc.
170.105 M USD17.68 USD−0.79%4.715 K0.1323.240.76 USD0.00%Finance
Buy
MRCCMonroe Capital Corporation
156.214 M USD7.21 USD−0.69%81.685 K1.80751.040.01 USD13.77%Finance
Neutral
OFSOFS Capital Corporation
128.89 M USD9.62 USD+1.05%31.646 K0.78−0.99 USD−10.09%14.18%Finance
Neutral
WHGWestwood Holdings Group Inc
113.182 M USD12.13 USD+0.33%9.76 K0.418.171.48 USD4.96%Finance
GECCGreat Elm Capital Corp.
97.076 M USD10.27 USD+0.20%3.144 K0.234.662.21 USD13.66%Finance
Neutral
SSSSSuRo Capital Corp.
96.596 M USD3.81 USD−1.04%98.23 K2.38−0.84 USD+82.93%0.00%Finance
Strong buy
GEGGreat Elm Group, Inc.
60.244 M USD1.89 USD+1.61%20.085 K3.73−0.21 USD−131.58%0.00%Finance
LRFCLogan Ridge Finance Corporation
59.621 M USD22.28 USD+0.13%2570.10−0.18 USD+95.91%4.94%Finance
Strong buy
HNNAHennessy Advisors, Inc.
54.441 M USD7.09 USD+4.83%8.463 K1.6510.440.68 USD+3.32%8.13%Finance
BBCGBinah Capital Group, Inc.
49.65 M USD5.40 USD−1.82%9440.19−0.28 USD+20.67%0.00%Finance
ICMBInvestcorp Credit Management BDC, Inc.
46.935 M USD3.26 USD+1.40%12.794 K0.74−0.25 USD−91.41%15.24%Finance
Neutral
TURN180 Degree Capital Corp.
CEF
38.901 M USD3.86 USD−0.77%7.162 K0.76−1.37 USD−199.47%0.00%Finance
RANDRand Capital Corporation
36.909 M USD14.30 USD+1.89%2.829 K1.955.662.53 USD7.13%Finance
HYWHywin Holdings Ltd.
DR
19.743 M USD0.7400 USD+4.95%4.777 K0.780.00%Finance
EQSEquus Total Return, Inc.
19.697 M USD1.45 USD−0.70%1110.031.510.96 USD0.00%Finance
CWDCaliberCos Inc.
17.908 M USD0.8200 USD−6.77%19.621 K0.56−0.71 USD−2051.20%0.00%Finance
BBENFBeneficient
16.208 M USD4.68 USD−3.11%303.826 K0.07−279.47 USD−2530.26%0.00%Finance
MEGLMagic Empire Global Limited
12.615 M USD0.6228 USD−3.01%41.282 K0.71−0.00 USD0.00%Finance