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 AGBA Group Holding 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
 MSMorgan Stanley | 149.863 B USD | 92.11 USD | −0.78% | 4.42 M | 0.54 | 16.78 | 5.49 USD | — | 3.58% | Finance | Buy |
 BXBlackstone Inc. | 145.835 B USD | 120.62 USD | −1.53% | 2.295 M | 0.62 | 42.61 | 2.83 USD | +242.16% | 2.73% | Finance | Buy |
 BLKBlackRock, Inc. | 113.387 B USD | 761.28 USD | −0.21% | 495.122 K | 0.77 | 19.34 | 39.35 USD | +22.02% | 2.63% | Finance | Buy |
 UBSUBS Group AG Registered | 87.791 B USD | 27.39 USD | +0.04% | 2.502 M | 0.99 | 2.96 | 9.24 USD | — | 1.98% | Finance | Buy |
 KKRKKR & Co. Inc. | 84.323 B USD | 95.28 USD | −0.27% | 3.229 M | 0.89 | 23.30 | 4.09 USD | — | 0.69% | Finance | Strong buy |
 BNBrookfield Corporation | 67.338 B USD | 41.04 USD | +0.20% | 3.285 M | 1.10 | 65.55 | 0.63 USD | −42.50% | 0.70% | Finance | Buy |
 APOApollo Global Management, Inc. (New) | 63.015 B USD | 110.91 USD | −1.17% | 1.773 M | 0.93 | 13.22 | 8.39 USD | — | 1.53% | Finance | Buy |
 OWLBlue Owl Capital Inc. | 26.946 B USD | 19.04 USD | +1.33% | 5.127 M | 1.53 | 164.71 | 0.12 USD | — | 2.98% | Finance | Buy |
 RJFRaymond James Financial, Inc. | 25.75 B USD | 123.19 USD | +1.09% | 1.112 M | 0.75 | 14.81 | 8.32 USD | +9.70% | 1.43% | Finance | Buy |
 ARESAres Management Corporation | 25.614 B USD | 134.90 USD | +0.96% | 685.887 K | 0.73 | 55.46 | 2.43 USD | +193.90% | 2.42% | Finance | Buy |
 TROWT. Rowe Price Group, Inc. | 25.066 B USD | 112.08 USD | −1.70% | 1.963 M | 1.07 | 13.31 | 8.42 USD | +38.17% | 4.30% | Finance | Sell |
 PFGPrincipal Financial Group Inc | 18.913 B USD | 80.43 USD | +1.66% | 1.398 M | 1.48 | 15.40 | 5.22 USD | −68.96% | 3.35% | Finance | Neutral |
 NTRSNorthern Trust Corporation | 17.096 B USD | 83.56 USD | +0.22% | 984.833 K | 0.58 | 18.50 | 4.52 USD | — | 3.60% | Finance | Neutral |
 TPGTPG Inc. | 16.756 B USD | 43.81 USD | −0.14% | 430.173 K | 0.95 | — | −0.04 USD | +79.22% | 3.05% | Finance | Buy |
 CRBGCorebridge Financial Inc. | 16.747 B USD | 26.90 USD | +0.56% | 5.097 M | 1.62 | 15.95 | 1.69 USD | −86.65% | 3.44% | Finance | Strong buy |
 CGThe Carlyle Group Inc. | 16.637 B USD | 46.31 USD | +0.43% | 1.802 M | 1.07 | — | −1.69 USD | −150.38% | 3.04% | Finance | Buy |
 BAMBrookfield Asset Management Inc | 15.589 B USD | 39.95 USD | +0.63% | 848.079 K | 0.50 | 8.56 | 4.67 USD | +4.55% | 3.35% | Finance | Buy |
 ARCCAres Capital Corporation | 12.627 B USD | 20.81 USD | +0.14% | 2.767 M | 1.14 | 7.84 | 2.65 USD | +125.29% | 9.24% | Finance | Strong buy |
 BENFranklin Resources, Inc. | 12.311 B USD | 23.38 USD | −6.44% | 10.165 M | 1.99 | 12.34 | 1.89 USD | −3.61% | 4.88% | Finance | Sell |
 MORNMorningstar, Inc. | 12.128 B USD | 283.83 USD | −0.86% | 138.801 K | 1.19 | 57.26 | 4.96 USD | +1176.64% | 0.53% | Finance | Strong buy |
 SEICSEI Investments Company | 8.75 B USD | 66.53 USD | −0.06% | 402.278 K | 0.62 | 18.19 | 3.66 USD | +27.13% | 1.34% | Finance | Neutral |
 SFStifel Financial Corporation | 8.305 B USD | 80.79 USD | +2.20% | 1.018 M | 1.60 | 18.39 | 4.39 USD | −15.70% | 1.90% | Finance | Buy |
 HQYHealthEquity, Inc. | 6.919 B USD | 80.30 USD | +0.05% | 323.263 K | 0.64 | 125.47 | 0.64 USD | — | 0.00% | Finance | Strong buy |
 IVZInvesco Ltd | 6.495 B USD | 14.46 USD | −1.43% | 6.757 M | 1.34 | — | −0.76 USD | −154.95% | 5.45% | Finance | Neutral |
 HLNEHamilton Lane Incorporated | 6.382 B USD | 114.22 USD | −0.27% | 127.746 K | 0.71 | 35.14 | 3.25 USD | +25.71% | 1.55% | Finance | Neutral |
 FSKFS KKR Capital Corp. | 5.383 B USD | 19.22 USD | −0.57% | 1.409 M | 1.20 | 7.74 | 2.48 USD | +669.45% | 14.49% | Finance | Neutral |
 AMGAffiliated Managers Group, Inc. | 5.158 B USD | 158.92 USD | −0.80% | 258.67 K | 1.02 | 9.16 | 17.34 USD | −34.12% | 0.02% | Finance | Buy |
 CIGIColliers International Group Inc. - Subordinate Voting Shares | 5.097 B USD | 107.14 USD | −0.82% | 121.435 K | 0.88 | 79.29 | 1.35 USD | +42.97% | 0.27% | Finance | Buy |
 JHGJanus Henderson Group plc | 5.096 B USD | 31.51 USD | −0.57% | 1.15 M | 1.23 | 13.29 | 2.37 USD | +14.74% | 4.92% | Finance | Sell |
 MAINMain Street Capital Corporation | 4.224 B USD | 49.71 USD | +1.18% | 427.012 K | 1.51 | 9.54 | 5.21 USD | +62.11% | 5.62% | Finance | Buy |
 STEPStepStone Group Inc. | 4.102 B USD | 36.65 USD | +0.55% | 240.433 K | 0.57 | 41.81 | 0.88 USD | — | 2.28% | Finance | Buy |
 ABAllianceBernstein Holding L.P. | 3.93 B USD | 34.10 USD | +1.61% | 391.264 K | 1.23 | 14.09 | 2.42 USD | −0.49% | 8.02% | Finance | Buy |
 CNSCohen & Steers Inc | 3.481 B USD | 70.29 USD | −0.11% | 146.359 K | 0.14 | 27.35 | 2.57 USD | −22.90% | 3.27% | Finance | Neutral |
 APAMArtisan Partners Asset Management Inc. | 3.336 B USD | 41.75 USD | −0.50% | 345.379 K | 0.73 | 12.99 | 3.21 USD | +17.01% | 5.82% | Finance | Neutral |
 VCTRVictory Capital Holdings, Inc. Class A Common Stock | 3.303 B USD | 51.36 USD | −0.43% | 695.99 K | 0.93 | 16.42 | 3.13 USD | −17.85% | 2.51% | Finance | Buy |
 HTGCHercules Capital, Inc. | 3.117 B USD | 19.22 USD | +0.79% | 756.777 K | 0.99 | 8.42 | 2.28 USD | +202.20% | 8.34% | Finance | Buy |
 GBDCGolub Capital BDC, Inc. | 3.015 B USD | 17.58 USD | +1.03% | 1.279 M | 1.70 | 9.67 | 1.82 USD | +167.84% | 8.39% | Finance | Buy |
 FHIFederated Hermes, Inc. | 2.75 B USD | 32.67 USD | −0.40% | 1.465 M | 1.46 | 9.30 | 3.51 USD | +24.10% | 3.41% | Finance | Buy |
 IFSIntercorp Financial Services Inc. | 2.54 B USD | 22.00 USD | +1.71% | 145.559 K | 0.95 | 8.87 | 2.48 USD | — | 5.47% | Finance | Strong buy |
 PSECProspect Capital Corporation | 2.175 B USD | 5.24 USD | −0.57% | 2.22 M | 1.25 | — | −0.25 USD | −420.55% | 13.66% | Finance | Sell |
 PAXPatria Investments Limited | 2.042 B USD | 13.60 USD | 0.00% | 812.828 K | 2.38 | — | — | — | 7.90% | Finance | Buy |
 TSLXSixth Street Specialty Lending, Inc. | 1.992 B USD | 21.69 USD | +0.05% | 394.165 K | 0.88 | 8.32 | 2.61 USD | +94.81% | 8.49% | Finance | Buy |
 OBDEBlue Owl Capital Corporation III | 1.905 B USD | 15.47 USD | −0.64% | 45.816 K | 1.31 | 6.34 | 2.44 USD | +76.81% | 0.00% | Finance | Strong buy |
 BRDGBridge Investment Group Holdings Inc. | 1.782 B USD | 6.95 USD | +0.14% | 135.011 K | 0.77 | — | −0.61 USD | −166.00% | 8.07% | Finance | Buy |
 GCMGGCM Grosvenor Inc. | 1.767 B USD | 9.44 USD | +1.07% | 73.838 K | 0.62 | — | −0.28 USD | −198.16% | 4.71% | Finance | Buy |
 GSBDGoldman Sachs BDC, Inc. | 1.73 B USD | 15.77 USD | +0.51% | 436.473 K | 0.84 | 8.76 | 1.80 USD | +233.57% | 11.47% | Finance | Neutral |
 CODID/B/A Compass Diversified Holdings Shares of Beneficial Interest | 1.696 B USD | 22.53 USD | −0.40% | 167.713 K | 0.93 | — | −1.55 USD | −364.89% | 4.42% | Finance | Buy |
 KYNKayne Anderson Energy Infrastructure Fund, Inc.CEF | 1.651 B USD | 9.71 USD | −0.51% | 641.41 K | 1.37 | 11.88 | 0.82 USD | −72.79% | 8.50% | Finance | — |
 VRTSVirtus Investment Partners, Inc. | 1.575 B USD | 222.19 USD | −2.37% | 93.396 K | 2.02 | 13.39 | 16.60 USD | +0.49% | 3.12% | Finance | Neutral |
 OCSLOaktree Specialty Lending Corporation | 1.569 B USD | 19.87 USD | +0.20% | 495.629 K | 1.16 | 13.24 | 1.50 USD | +2837.38% | 11.09% | Finance | Buy |
 NMFCNew Mountain Finance Corporation | 1.309 B USD | 12.72 USD | 0.00% | 345.827 K | 1.41 | 10.23 | 1.24 USD | +70.99% | 10.06% | Finance | Buy |
 CSWCCapital Southwest Corporation | 1.116 B USD | 25.96 USD | +0.27% | 176.577 K | 1.05 | 11.42 | 2.27 USD | +72.38% | 8.65% | Finance | Buy |
 SIISprott Inc. | 1.045 B USD | 40.41 USD | +0.80% | 68.421 K | 1.01 | 24.89 | 1.62 USD | +149.72% | 2.48% | Finance | Buy |
 MFICMidCap Financial Investment Corporation | 995.765 M USD | 15.26 USD | +0.53% | 134.849 K | 0.59 | 8.39 | 1.82 USD | +283.26% | 10.01% | Finance | Buy |
 BBDCBarings BDC, Inc. | 990.666 M USD | 9.34 USD | +0.21% | 342.892 K | 0.89 | 7.82 | 1.19 USD | +1007.79% | 11.05% | Finance | Buy |
 CGBDCarlyle Secured Lending, Inc. | 880.276 M USD | 17.33 USD | +1.40% | 398.751 K | 1.10 | 10.61 | 1.63 USD | +13.66% | 10.53% | Finance | Neutral |
 BSIGBrightSphere Investment Group Inc. | 862.351 M USD | 22.57 USD | −0.18% | 124.231 K | 0.75 | 14.57 | 1.55 USD | −33.62% | 0.18% | Finance | Buy |
 PXP10, Inc. | 853.414 M USD | 7.55 USD | +1.21% | 1.143 M | 1.50 | — | −0.06 USD | −126.09% | 1.74% | Finance | Buy |
 SLRCSLR Investment Corp. | 847.779 M USD | 15.54 USD | +0.13% | 122.047 K | 0.70 | 11.10 | 1.40 USD | +306.80% | 10.57% | Finance | Neutral |
 NOAHNoah Holdings LimitedDR | 764.169 M USD | 12.38 USD | −2.67% | 117.424 K | 0.77 | 0.99 | 12.49 USD | −1.46% | 2.86% | Finance | Strong buy |
 TRINTrinity Capital Inc. | 708.63 M USD | 15.26 USD | +0.53% | 372.017 K | 0.76 | 8.12 | 1.88 USD | — | 13.04% | Finance | Buy |
 PFLTPennantPark Floating Rate Capital Ltd. | 705.639 M USD | 11.45 USD | −0.35% | 3.489 M | 9.43 | 10.23 | 1.12 USD | — | 10.66% | Finance | Buy |
 ACAssociated Capital Group, Inc. | 698.327 M USD | 32.49 USD | +0.49% | 3.193 K | 1.06 | 18.90 | 1.72 USD | — | 0.62% | Finance | — |
 CCAPCrescent Capital BDC, Inc. | 644.871 M USD | 17.40 USD | +0.29% | 102.725 K | 1.03 | 7.60 | 2.29 USD | +354.93% | 9.45% | Finance | Buy |
 FDUSFidus Investment Corporation | 624.576 M USD | 20.38 USD | −0.15% | 152.216 K | 1.11 | 7.17 | 2.84 USD | +93.99% | 8.23% | Finance | Buy |
 CIONCION Investment Corporation | 616.515 M USD | 11.45 USD | +0.09% | 230.37 K | 0.98 | 6.52 | 1.76 USD | +98.05% | 11.89% | Finance | Neutral |
 ALTIAlTi Global, Inc. | 593.068 M USD | 4.97 USD | +4.63% | 85.741 K | 0.69 | — | −2.96 USD | −1552.70% | 0.00% | Finance | Strong buy |
 VINPVinci Partners Investments Ltd. | 579.93 M USD | 10.77 USD | −1.64% | 16.593 K | 0.96 | — | — | — | 0.01% | Finance | Strong buy |
 HPHHighest Performances Holdings Inc. - American Depository SharesDR | 530.769 M USD | 8.80 USD | 0.00% | 1.204 K | 0.36 | — | — | — | 0.00% | Finance | — |
 GAINGladstone Investment Corporation - Business Development Company | 509.64 M USD | 14.20 USD | +0.07% | 72.335 K | 0.81 | 7.13 | 1.99 USD | +39.18% | 6.77% | Finance | Buy |
 GLADGladstone Capital Corporation | 470.549 M USD | 21.63 USD | +0.84% | 104.433 K | 0.81 | 7.53 | 2.87 USD | +269.31% | 9.16% | Finance | Neutral |
| PNNTPennantPark Investment Corporation CEF | 465.051 M USD | 7.18 USD | +0.70% | 367.488 K | 0.97 | 9.61 | 0.75 USD | — | 11.64% | Finance | Buy |
 DHILDiamond Hill Investment Group, Inc. | 432.542 M USD | 150.27 USD | −0.81% | 9.247 K | 0.75 | 10.52 | 14.29 USD | +9.11% | 3.96% | Finance | — |
 TPVGTriplePoint Venture Growth BDC Corp. | 357.015 M USD | 9.49 USD | −0.63% | 267.156 K | 1.06 | — | −1.10 USD | −83.23% | 16.75% | Finance | Neutral |
 SCMStellus Capital Investment Corporation | 337.759 M USD | 14.00 USD | −0.99% | 146.153 K | 1.08 | 17.83 | 0.79 USD | +5.94% | 11.31% | Finance | Neutral |
 SARSaratoga Investment Corp New | 323.041 M USD | 23.66 USD | −0.76% | 45.703 K | 0.88 | 12.22 | 1.94 USD | +67.76% | 12.00% | Finance | Buy |
 WHFWhiteHorse Finance, Inc. | 301.463 M USD | 12.97 USD | +0.54% | 114.89 K | 1.03 | 14.77 | 0.88 USD | +30.05% | 11.71% | Finance | Neutral |
 SAMGSilvercrest Asset Management Group Inc. | 210.043 M USD | 15.10 USD | 0.00% | 32.793 K | 1.05 | 15.75 | 0.96 USD | −49.77% | 4.97% | Finance | Strong buy |
 OXSQOxford Square Capital Corp. | 192.742 M USD | 3.23 USD | +0.94% | 199.073 K | 1.48 | 9.24 | 0.35 USD | — | 13.13% | Finance | Neutral |
 PTMNPortman Ridge Finance Corporation | 184.347 M USD | 19.74 USD | +0.97% | 30.34 K | 1.52 | 16.34 | 1.21 USD | — | 14.12% | Finance | Buy |
 MFINMedallion Financial Corp. | 183.514 M USD | 7.85 USD | −0.76% | 51.695 K | 0.57 | 3.31 | 2.37 USD | +29.70% | 4.55% | Finance | Buy |
 AGBAAGBA Group Holding Limited | 174.82 M USD | 2.35 USD | +9.81% | 7.004 M | 0.12 | — | −0.75 USD | −379.54% | 0.00% | Finance | — |
 MRCCMonroe Capital Corporation | 160.764 M USD | 7.42 USD | +1.37% | 66.323 K | 0.93 | 433.92 | 0.02 USD | — | 13.66% | Finance | Neutral |
 MYFWFirst Western Financial, Inc. | 157.982 M USD | 16.42 USD | +0.43% | 81.162 K | 1.96 | 21.56 | 0.76 USD | — | 0.00% | Finance | Buy |
 OFSOFS Capital Corporation | 127.55 M USD | 9.52 USD | +0.69% | 28.97 K | 0.97 | — | −0.03 USD | +93.83% | 14.28% | Finance | Neutral |
 WHGWestwood Holdings Group Inc | 119.154 M USD | 12.77 USD | −0.31% | 6.126 K | 0.97 | 9.82 | 1.30 USD | — | 4.68% | Finance | — |
 GECCGreat Elm Capital Corp. | 98.024 M USD | 10.37 USD | −0.14% | 6.602 K | 0.56 | 3.11 | 3.33 USD | — | 13.48% | Finance | Neutral |
 SSSSSuRo Capital Corp. | 96.596 M USD | 3.81 USD | −0.26% | 25.725 K | 0.63 | 19.44 | 0.20 USD | — | 0.00% | Finance | Strong buy |
 LRFCLogan Ridge Finance Corporation | 59.723 M USD | 22.30 USD | +0.04% | 3.603 K | 0.83 | — | −1.06 USD | +76.02% | 4.93% | Finance | Strong buy |
| GEGGreat Elm Group, Inc. | 59.463 M USD | 1.88 USD | −0.53% | 1.624 K | 0.22 | 6.40 | 0.29 USD | +445.08% | 0.00% | Finance | — |
 HNNAHennessy Advisors, Inc. | 52.192 M USD | 6.80 USD | +1.49% | 3.677 K | 0.75 | 10.69 | 0.64 USD | −10.74% | 8.25% | Finance | — |
| BBCGBinah Capital Group, Inc. | 49.65 M USD | 6.98 USD | −0.29% | 2.494 K | 0.31 | — | −0.93 USD | −536.05% | 0.00% | Finance | — |
 ICMBInvestcorp Credit Management BDC, Inc. | 46.575 M USD | 3.24 USD | −0.46% | 7.199 K | 0.57 | — | −0.25 USD | −91.41% | 15.08% | Finance | Neutral |
 TURN180 Degree Capital Corp.CEF | 39.226 M USD | 3.90 USD | −0.57% | 8.329 K | 0.81 | — | −1.37 USD | −199.47% | 0.00% | Finance | — |
 RANDRand Capital Corporation | 36.392 M USD | 14.10 USD | −0.63% | 1.757 K | 1.44 | 5.58 | 2.53 USD | — | 7.05% | Finance | — |
 HYWHywin Holdings Ltd.DR | 23.73 M USD | 0.8100 USD | −4.42% | 4.505 K | 0.31 | — | — | — | 0.00% | Finance | — |
 EQSEquus Total Return, Inc. | 20.108 M USD | 1.48 USD | −1.33% | 2.728 K | 0.50 | 1.55 | 0.96 USD | — | 0.00% | Finance | — |
| BBENFBeneficient | 13.195 M USD | 3.81 USD | −9.72% | 92.666 K | 0.75 | — | −279.47 USD | −2530.26% | 0.00% | Finance | — |
 MEGLMagic Empire Global Limited | 12.559 M USD | 0.6200 USD | −2.36% | 68.882 K | 0.19 | — | −0.00 USD | — | 0.00% | Finance | — |
 CWDCaliberCos Inc. | 11.079 M USD | 0.8000 USD | 0.00% | 37.614 K | 1.14 | — | −0.59 USD | −292.34% | 0.00% | Finance | — |