Investment Managers: Industry Performance — USA — TradingView

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 Medallion Financial Corp., 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.}	172.668 B USD	142.00 USD	+1.41%	3.263 M	0.62	54.18	2.62 USD	+57.72%	2.40%	Finance	Buy
MS^{Morgan Stanley}	169.326 B USD	104.19 USD	+0.61%	6.6 M	0.68	17.17	6.07 USD	—	3.28%	Finance	Buy
BLK^{BlackRock, Inc.}	126.889 B USD	856.20 USD	+2.35%	555.802 K	0.76	21.26	40.28 USD	+17.60%	2.41%	Finance	Strong buy
UBS^{UBS Group AG Registered}	97.92 B USD	30.55 USD	+1.26%	775.444 K	0.58	3.47	8.80 USD	—	2.40%	Finance	Neutral
BN^{Brookfield Corporation}	77.651 B USD	47.26 USD	+2.03%	16.783 M	5.45	78.56	0.60 USD	+58.78%	0.64%	Finance	Buy
APO^{Apollo Global Management, Inc. (New)}	69.51 B USD	122.16 USD	+0.41%	2.098 M	1.08	13.64	8.96 USD	—	1.44%	Finance	Buy
ARES^{Ares Management Corporation}	28.787 B USD	147.10 USD	+1.24%	664.835 K	0.61	64.58	2.28 USD	+110.78%	2.34%	Finance	Buy
OWL^{Blue Owl Capital Inc.}	28.206 B USD	19.74 USD	+0.77%	3.895 M	0.74	133.65	0.15 USD	+523.21%	3.06%	Finance	Buy
TROW^{T. Rowe Price Group, Inc.}	25.027 B USD	112.08 USD	−2.95%	1.973 M	1.95	13.31	8.42 USD	+38.17%	4.26%	Finance	Sell
RJF^{Raymond James Financial, Inc.}	24.185 B USD	116.68 USD	−1.13%	2.179 M	0.86	13.17	8.86 USD	+11.97%	1.47%	Finance	Buy
PFG^{Principal Financial Group Inc}	19.109 B USD	81.53 USD	−3.42%	1.833 M	1.61	15.61	5.22 USD	−68.96%	3.22%	Finance	Neutral
NTRS^{Northern Trust Corporation}	18.297 B USD	89.43 USD	+1.65%	776.718 K	0.43	12.25	7.30 USD	—	3.41%	Finance	Neutral
CRBG^{Corebridge Financial Inc.}	18.131 B USD	29.80 USD	+1.74%	2.004 M	0.72	7.85	3.80 USD	−42.12%	3.14%	Finance	Buy
TPG^{TPG Inc.}	18.038 B USD	49.45 USD	+1.27%	795.063 K	0.64	—	−0.14 USD	+56.41%	3.17%	Finance	Buy
BAM^{Brookfield Asset Management Inc}	17.66 B USD	42.10 USD	+1.54%	633.641 K	0.75	38.86	1.08 USD	—	3.32%	Finance	Buy
CG^{The Carlyle Group Inc.}	16.986 B USD	47.20 USD	+1.88%	1.966 M	0.92	—	−1.79 USD	−186.93%	3.02%	Finance	Buy
MORN^{Morningstar, Inc.}	13.948 B USD	326.31 USD	+1.13%	140.323 K	1.10	57.11	5.71 USD	+977.65%	0.48%	Finance	Strong buy
ARCC^{Ares Capital Corporation}	12.803 B USD	20.95 USD	+0.87%	2.152 M	0.87	7.21	2.91 USD	+131.32%	9.24%	Finance	Buy
BEN^{Franklin Resources, Inc.}	12.142 B USD	23.08 USD	−2.37%	6.473 M	1.94	13.24	1.74 USD	+4.97%	5.20%	Finance	Sell
SF^{Stifel Financial Corporation}	9.039 B USD	88.22 USD	+1.78%	611.193 K	0.60	18.74	4.71 USD	−6.21%	1.80%	Finance	Neutral
SEIC^{SEI Investments Company}	8.787 B USD	66.88 USD	+1.23%	743.866 K	0.88	17.51	3.82 USD	+29.18%	1.39%	Finance	Neutral
IVZ^{Invesco Ltd}	7.836 B USD	17.42 USD	+1.81%	3.458 M	0.71	—	−0.75 USD	−153.69%	4.70%	Finance	Neutral
HLNE^{Hamilton Lane Incorporated}	7.81 B USD	144.11 USD	+1.59%	295.252 K	0.86	39.74	3.63 USD	+20.44%	1.29%	Finance	Neutral
HQY^{HealthEquity, Inc.}	7.046 B USD	80.98 USD	+1.53%	532.086 K	0.64	88.15	0.92 USD	—	0.00%	Finance	Strong buy
CIGI^{Colliers International Group Inc. - Subordinate Voting Shares}	7.004 B USD	139.43 USD	+2.45%	106.338 K	0.74	68.10	2.05 USD	+133.92%	0.21%	Finance	Buy
JHG^{Janus Henderson Group plc}	5.865 B USD	36.55 USD	+0.80%	1.043 M	1.18	13.81	2.65 USD	+24.27%	4.30%	Finance	Neutral
FSK^{FS KKR Capital Corp.}	5.674 B USD	20.26 USD	+0.60%	957.682 K	1.06	8.47	2.39 USD	+897.62%	13.60%	Finance	Buy
AMG^{Affiliated Managers Group, Inc.}	5.641 B USD	177.02 USD	+1.85%	349.05 K	1.47	9.83	18.01 USD	−31.65%	0.02%	Finance	Buy
STEP^{StepStone Group Inc.}	5.633 B USD	49.49 USD	+2.27%	386.942 K	0.55	53.93	0.92 USD	—	1.74%	Finance	Buy
CNS^{Cohen & Steers Inc}	4.392 B USD	86.91 USD	+1.19%	275.401 K	1.08	33.95	2.56 USD	−12.33%	2.70%	Finance	Neutral
MAIN^{Main Street Capital Corporation}	4.371 B USD	50.99 USD	+0.77%	233.319 K	0.65	9.32	5.47 USD	+65.44%	5.54%	Finance	Neutral
GBDC^{Golub Capital BDC, Inc.}	4.073 B USD	15.45 USD	+0.32%	1.512 M	1.47	7.64	2.02 USD	+221.35%	9.87%	Finance	Buy
AB^{AllianceBernstein Holding L.P.}	4.027 B USD	34.97 USD	+1.60%	691.196 K	2.11	14.45	2.42 USD	−0.49%	8.02%	Finance	Buy
APAM^{Artisan Partners Asset Management Inc.}	3.513 B USD	43.71 USD	+1.27%	347.043 K	0.61	13.45	3.25 USD	+12.25%	5.91%	Finance	Neutral
HTGC^{Hercules Capital, Inc.}	3.475 B USD	21.43 USD	+1.42%	652.829 K	0.82	9.87	2.17 USD	+47.58%	7.57%	Finance	Buy
VCTR^{Victory Capital Holdings, Inc. Class A Common Stock}	3.464 B USD	53.45 USD	+1.48%	295.368 K	0.81	16.37	3.26 USD	−7.92%	2.55%	Finance	Buy
FHI^{Federated Hermes, Inc.}	2.951 B USD	35.06 USD	−1.04%	1.192 M	2.01	11.82	2.97 USD	−1.18%	3.25%	Finance	Buy
IFS^{Intercorp Financial Services Inc.}	2.622 B USD	22.71 USD	+0.13%	17.447 K	0.40	10.30	2.21 USD	—	4.37%	Finance	Buy
DBRG^{DigitalBridge Group, Inc.} REIT	2.603 B USD	14.29 USD	+2.14%	775.65 K	0.48	8.53	1.68 USD	—	0.29%	Finance	Strong buy
PSEC^{Prospect Capital Corporation}	2.319 B USD	5.55 USD	+0.73%	1.987 M	1.09	25.66	0.22 USD	—	13.07%	Finance	Strong sell
GCMG^{GCM Grosvenor Inc.}	2.081 B USD	11.04 USD	−0.27%	227.507 K	0.91	—	−0.31 USD	−375.46%	3.97%	Finance	Buy
BRDG^{Bridge Investment Group Holdings Inc.}	2.068 B USD	7.97 USD	+1.01%	154.852 K	1.08	—	−0.53 USD	−218.48%	6.72%	Finance	Buy
PAX^{Patria Investments Limited}	1.981 B USD	13.05 USD	+1.24%	277.336 K	0.49	16.37	0.80 USD	+26.23%	7.94%	Finance	Buy
TSLX^{Sixth Street Specialty Lending, Inc.}	1.948 B USD	21.01 USD	+0.48%	414.845 K	1.13	8.44	2.49 USD	+68.80%	8.80%	Finance	Strong buy
CODI^{D/B/A Compass Diversified Holdings Shares of Beneficial Interest}	1.805 B USD	23.95 USD	+1.10%	223.033 K	0.89	—	−2.37 USD	−413.38%	4.22%	Finance	Buy
OBDE^{Blue Owl Capital Corporation III}	1.803 B USD	14.64 USD	−0.61%	177.322 K	0.70	6.45	2.27 USD	+29.66%	0.00%	Finance	Strong buy
KYN^{Kayne Anderson Energy Infrastructure Fund, Inc.} CEF	1.766 B USD	10.44 USD	0.00%	290.721 K	0.56	12.77	0.82 USD	−72.79%	7.95%	Finance	—
GSBD^{Goldman Sachs BDC, Inc.}	1.697 B USD	15.12 USD	+0.47%	625.388 K	1.17	7.88	1.92 USD	+363.40%	11.96%	Finance	Sell
VRTS^{Virtus Investment Partners, Inc.}	1.671 B USD	234.48 USD	−4.60%	36.783 K	0.73	14.13	16.60 USD	+0.48%	2.99%	Finance	Neutral
OCSL^{Oaktree Specialty Lending Corporation}	1.498 B USD	18.41 USD	+1.66%	720.93 K	0.70	13.90	1.32 USD	+1,143.29%	12.15%	Finance	Buy
HPH^{Highest Performances Holdings Inc. - American Depository Shares} DR	1.399 B USD	5.20 USD	0.00%	35.655 K	1.52	—	−0.10 USD	+45.08%	0.00%	Finance	—
MFIC^{MidCap Financial Investment Corporation}	1.353 B USD	14.42 USD	+1.05%	558.703 K	1.13	8.25	1.75 USD	+114.20%	10.65%	Finance	Buy
NMFC^{New Mountain Finance Corporation}	1.343 B USD	12.45 USD	+0.40%	290.643 K	1.03	11.30	1.10 USD	+41.37%	10.32%	Finance	Buy
CSWC^{Capital Southwest Corporation}	1.192 B USD	26.00 USD	+1.33%	204.611 K	1.07	12.57	2.07 USD	+99.97%	8.85%	Finance	Buy
KBDC^{Kayne Anderson BDC, Inc.} CEF	1.138 B USD	16.29 USD	+1.81%	65.067 K	1.48	7.99	2.04 USD	+5.70%	0.00%	Finance	Buy
PX^{P10, Inc.}	1.137 B USD	10.17 USD	+1.19%	411.977 K	0.65	—	−0.03 USD	−114.74%	1.32%	Finance	Buy
SII^{Sprott Inc.}	1.134 B USD	44.65 USD	+1.16%	68.935 K	0.60	25.66	1.74 USD	+144.46%	2.23%	Finance	Buy
BBDC^{Barings BDC, Inc.}	1.074 B USD	10.14 USD	+1.50%	372.89 K	1.11	8.17	1.24 USD	+462.36%	10.41%	Finance	Buy
BSIG^{BrightSphere Investment Group Inc.}	981.856 M USD	26.00 USD	+0.78%	176.893 K	1.27	15.90	1.64 USD	−21.73%	0.16%	Finance	Buy
CGBD^{Carlyle Secured Lending, Inc.}	929.547 M USD	18.30 USD	+0.77%	134.381 K	0.89	11.05	1.66 USD	+16.43%	10.08%	Finance	Neutral
SLRC^{SLR Investment Corp.}	867.964 M USD	15.91 USD	+0.13%	167.344 K	1.71	8.91	1.79 USD	+310.95%	10.32%	Finance	Neutral
PFLT^{PennantPark Floating Rate Capital Ltd.}	821.499 M USD	11.41 USD	+0.35%	673.258 K	0.60	7.72	1.48 USD	—	10.82%	Finance	Buy
ABL^{Abacus Life, Inc.}	749.562 M USD	9.93 USD	−1.39%	18.394 K	0.16	353.38	0.03 USD	—	0.00%	Finance	Strong buy
AC^{Associated Capital Group, Inc.}	717.522 M USD	33.51 USD	+0.15%	1.609 K	0.11	21.57	1.55 USD	—	0.60%	Finance	—
CCAP^{Crescent Capital BDC, Inc.}	693.792 M USD	18.72 USD	+0.48%	85.39 K	0.65	6.67	2.81 USD	+1,186.79%	8.86%	Finance	Buy
VINP^{Vinci Partners Investments Ltd.}	618.7 M USD	11.49 USD	+2.86%	43.758 K	1.26	—	—	—	0.01%	Finance	Strong buy
FDUS^{Fidus Investment Corporation}	618.452 M USD	19.60 USD	+0.62%	109.006 K	0.86	6.83	2.87 USD	+78.22%	8.73%	Finance	Buy
ALTI^{AlTi Global, Inc.}	607.239 M USD	5.06 USD	+2.02%	106.237 K	0.96	—	−1.52 USD	−24.47%	0.00%	Finance	Strong buy
GLAD^{Gladstone Capital Corporation}	522.325 M USD	24.01 USD	+0.88%	92.046 K	0.88	7.27	3.30 USD	+248.29%	8.32%	Finance	Neutral
GAIN^{Gladstone Investment Corporation - Business Development Company}	518.778 M USD	14.14 USD	+1.14%	61.263 K	0.69	5.70	2.48 USD	+132.18%	6.87%	Finance	Neutral
NOAH^{Noah Holdings Limited} DR	515.206 M USD	7.95 USD	+2.85%	149.506 K	0.55	1.91	4.16 USD	+111.89%	4.70%	Finance	Strong buy
PNNT^{PennantPark Investment Corporation} CEF	474.834 M USD	7.25 USD	−0.41%	402.763 K	0.54	7.89	0.92 USD	—	11.68%	Finance	Neutral
HRZN^{Horizon Technology Finance Corporation}	464.663 M USD	12.27 USD	+0.57%	128.235 K	0.56	—	−0.43 USD	−148.22%	10.82%	Finance	Sell
DHIL^{Diamond Hill Investment Group, Inc.}	447.323 M USD	161.32 USD	+2.15%	50.244 K	2.32	10.97	14.71 USD	+1.93%	3.80%	Finance	—
SCM^{Stellus Capital Investment Corporation}	347.168 M USD	14.39 USD	+1.05%	135.694 K	1.12	13.19	1.09 USD	+52.95%	11.23%	Finance	Neutral
TPVG^{TriplePoint Venture Growth BDC Corp.}	340.235 M USD	8.99 USD	+0.67%	401.011 K	0.80	—	−1.11 USD	−94.88%	17.92%	Finance	Neutral
SAR^{Saratoga Investment Corp New}	321.788 M USD	23.41 USD	+0.73%	54.883 K	1.00	19.32	1.21 USD	−44.50%	12.48%	Finance	Buy
WHF^{WhiteHorse Finance, Inc.}	283.333 M USD	12.19 USD	+0.25%	43.612 K	0.83	15.01	0.81 USD	+7.96%	12.54%	Finance	Neutral
SAMG^{Silvercrest Asset Management Group Inc.}	239.949 M USD	17.25 USD	+1.59%	32.933 K	0.75	18.36	0.94 USD	−36.45%	4.48%	Finance	Strong buy
MFIN^{Medallion Financial Corp.}	194.96 M USD	8.34 USD	+3.09%	48.739 K	0.58	3.93	2.12 USD	+0.95%	4.70%	Finance	Buy
AGBA^{AGBA Group Holding Limited}	194.543 M USD	2.38 USD	−0.42%	187.033 K	0.46	—	−0.67 USD	−229.15%	0.00%	Finance	—
OXSQ^{Oxford Square Capital Corp.}	186.863 M USD	2.98 USD	0.00%	211.079 K	0.53	15.35	0.19 USD	—	14.09%	Finance	—
PTMN^{Portman Ridge Finance Corporation}	183.982 M USD	19.77 USD	+0.61%	20.253 K	0.65	11.75	1.68 USD	—	14.05%	Finance	Buy
MYFW^{First Western Financial, Inc.}	179.437 M USD	18.65 USD	+0.43%	27.803 K	0.58	26.08	0.72 USD	—	0.00%	Finance	Buy
MRCC^{Monroe Capital Corporation}	166.614 M USD	7.69 USD	+1.79%	28.919 K	0.65	801.04	0.01 USD	—	13.24%	Finance	Neutral
WHG^{Westwood Holdings Group Inc}	124.518 M USD	13.37 USD	+0.30%	11.02 K	1.68	9.01	1.48 USD	—	4.50%	Finance	—
OFS^{OFS Capital Corporation}	115.759 M USD	8.64 USD	+1.17%	57.77 K	1.42	—	−0.99 USD	−10.09%	15.93%	Finance	Neutral
GECC^{Great Elm Capital Corp.}	113.172 M USD	10.83 USD	+2.27%	4.251 K	0.25	4.91	2.21 USD	—	13.22%	Finance	Neutral
SSSS^{SuRo Capital Corp.}	93.413 M USD	4.00 USD	0.00%	27.826 K	0.71	—	−0.84 USD	+82.93%	0.00%	Finance	Strong buy
BCG^{Binah Capital Group, Inc.}	72.862 M USD	4.43 USD	−10.87%	6.042 K	1.25	—	−0.31 USD	+56.27%	0.00%	Finance	—
HNNA^{Hennessy Advisors, Inc.}	62.58 M USD	8.15 USD	−1.81%	14.611 K	1.34	12.00	0.68 USD	+3.32%	6.63%	Finance	—
LRFC^{Logan Ridge Finance Corporation}	59.902 M USD	22.39 USD	+0.20%	721	0.38	—	−0.18 USD	+95.91%	5.42%	Finance	Strong buy
GEG^{Great Elm Group, Inc.}	57.057 M USD	1.79 USD	+0.56%	542	0.08	—	−0.21 USD	−131.58%	0.00%	Finance	—
ICMB^{Investcorp Credit Management BDC, Inc.}	47.81 M USD	3.32 USD	−0.60%	56.739 K	2.54	—	−0.01 USD	+97.39%	14.37%	Finance	Neutral
RAND^{Rand Capital Corporation}	44.058 M USD	17.07 USD	−0.12%	715	0.50	7.65	2.23 USD	+238.75%	6.09%	Finance	—
TURN^{180 Degree Capital Corp.} CEF	35.4 M USD	3.49 USD	−1.41%	28.647 K	1.93	—	−1.37 USD	−199.47%	0.00%	Finance	—
EQS^{Equus Total Return, Inc.}	17.389 M USD	1.28 USD	−0.01%	9.988 K	1.16	1.48	0.86 USD	—	0.00%	Finance	—
CWD^{CaliberCos Inc.}	15.458 M USD	0.7082 USD	+1.17%	24.92 K	1.47	—	−0.71 USD	−2,051.20%	0.00%	Finance	Strong buy
BENF^Beneficient	15.242 M USD	3.59 USD	−2.71%	70.305 K	0.55	—	−731.50 USD	−2,998.82%	0.00%	Finance	—
MEGL^{Magic Empire Global Limited}	10.975 M USD	0.5418 USD	−0.79%	208.259 K	0.81	—	−0.00 USD	—	0.00%	Finance	—

US stocks

Investment Managers

US companies operating in the same investment managers industry