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 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
MS^{Morgan Stanley}	147.599 B USD	90.26 USD	+0.20%	6.749 M	0.67	16.45	5.49 USD	—	3.69%	Finance	Buy
BX^{Blackstone Inc.}	145.812 B USD	120.32 USD	−2.33%	5.702 M	1.74	65.53	1.84 USD	−22.47%	2.72%	Finance	Buy
BLK^{BlackRock, Inc.}	111.305 B USD	747.30 USD	−0.86%	614.872 K	0.72	18.99	39.35 USD	+22.02%	2.67%	Finance	Buy
UBS^{UBS Group AG Registered}	90.131 B USD	28.12 USD	+0.04%	2.292 M	0.87	3.04	9.24 USD	—	1.94%	Finance	Buy
KKR^{KKR & Co. Inc.}	82.615 B USD	93.35 USD	−1.35%	4.645 M	1.46	22.83	4.09 USD	—	0.70%	Finance	Strong buy
BN^{Brookfield Corporation}	63.302 B USD	38.58 USD	−1.10%	2.747 M	0.71	61.62	0.63 USD	−42.50%	0.73%	Finance	Buy
APO^{Apollo Global Management, Inc. (New)}	60.964 B USD	107.30 USD	−0.18%	1.531 M	0.75	12.79	8.39 USD	—	1.60%	Finance	Buy
OWL^{Blue Owl Capital Inc.}	25.998 B USD	18.37 USD	+0.33%	2.89 M	0.82	158.91	0.12 USD	—	3.06%	Finance	Buy
RJF^{Raymond James Financial, Inc.}	25.493 B USD	121.96 USD	+0.02%	1.049 M	1.04	15.29	7.98 USD	+11.28%	1.43%	Finance	Buy
ARES^{Ares Management Corporation}	24.817 B USD	130.70 USD	−0.76%	701.517 K	0.52	53.74	2.43 USD	+193.90%	2.46%	Finance	Buy
TROW^{T. Rowe Price Group, Inc.}	24.315 B USD	108.72 USD	−2.40%	2.485 M	1.84	14.01	7.76 USD	+16.06%	4.40%	Finance	Sell
PFG^{Principal Financial Group Inc}	18.567 B USD	78.96 USD	+0.61%	875.79 K	0.94	32.60	2.42 USD	−87.13%	3.38%	Finance	Neutral
NTRS^{Northern Trust Corporation}	16.609 B USD	81.41 USD	+0.22%	1.404 M	1.06	18.02	4.52 USD	—	3.69%	Finance	Neutral
CRBG^{Corebridge Financial Inc.}	16.529 B USD	26.55 USD	+0.68%	2.12 M	0.57	15.74	1.69 USD	−86.65%	3.49%	Finance	Strong buy
TPG^{TPG Inc.}	16.374 B USD	42.82 USD	−0.07%	614.175 K	1.10	—	−0.04 USD	+79.22%	3.13%	Finance	Buy
CG^{The Carlyle Group Inc.}	15.817 B USD	43.68 USD	−2.13%	2.776 M	1.41	—	−1.69 USD	−150.38%	3.14%	Finance	Buy
BAM^{Brookfield Asset Management Inc}	14.992 B USD	38.42 USD	−1.56%	1.994 M	1.26	8.23	4.67 USD	+4.55%	3.38%	Finance	Buy
BEN^{Franklin Resources, Inc.}	13.174 B USD	25.02 USD	+0.85%	4.019 M	1.15	13.20	1.89 USD	−3.61%	4.92%	Finance	Sell
MORN^{Morningstar, Inc.}	12.493 B USD	292.38 USD	−0.84%	86.242 K	0.82	88.99	3.29 USD	+101.34%	0.52%	Finance	Strong buy
ARCC^{Ares Capital Corporation}	12.39 B USD	20.42 USD	+0.44%	1.988 M	0.79	7.69	2.65 USD	+125.29%	9.44%	Finance	Strong buy
SEIC^{SEI Investments Company}	8.681 B USD	66.01 USD	−0.11%	357.387 K	0.82	19.09	3.46 USD	+0.29%	1.35%	Finance	Neutral
SF^{Stifel Financial Corporation}	7.697 B USD	74.88 USD	+0.63%	412.38 K	0.79	17.50	4.28 USD	−19.55%	2.02%	Finance	Buy
HQY^{HealthEquity, Inc.}	6.88 B USD	79.85 USD	−0.03%	487.341 K	0.89	124.77	0.64 USD	—	0.00%	Finance	Strong buy
IVZ^{Invesco Ltd}	6.859 B USD	15.27 USD	+0.20%	2.885 M	0.70	—	−0.75 USD	−150.42%	5.25%	Finance	Neutral
HLNE^{Hamilton Lane Incorporated}	6.126 B USD	109.65 USD	−0.54%	231.065 K	1.13	33.74	3.25 USD	+25.71%	1.61%	Finance	Neutral
FSK^{FS KKR Capital Corp.}	5.366 B USD	19.16 USD	+0.58%	1.024 M	0.86	7.72	2.48 USD	+669.45%	14.70%	Finance	Neutral
AMG^{Affiliated Managers Group, Inc.}	5.134 B USD	158.19 USD	−0.45%	258.731 K	1.04	9.12	17.34 USD	−34.12%	0.03%	Finance	Buy
CIGI^{Colliers International Group Inc. - Subordinate Voting Shares}	5.087 B USD	106.94 USD	−1.84%	185.677 K	2.12	79.14	1.35 USD	+42.97%	0.26%	Finance	Buy
JHG^{Janus Henderson Group plc}	4.928 B USD	30.47 USD	−0.88%	975.601 K	1.20	12.85	2.37 USD	+14.74%	5.07%	Finance	Sell
MAIN^{Main Street Capital Corporation}	4.013 B USD	47.22 USD	+0.55%	218.9 K	0.70	9.06	5.21 USD	+62.11%	5.88%	Finance	Buy
STEP^{StepStone Group Inc.}	4.009 B USD	35.82 USD	+1.27%	474.576 K	1.29	40.87	0.88 USD	—	2.35%	Finance	Buy
AB^{AllianceBernstein Holding L.P.}	3.63 B USD	32.47 USD	+0.06%	148.431 K	0.44	13.87	2.34 USD	−13.44%	8.29%	Finance	Buy
APAM^{Artisan Partners Asset Management Inc.}	3.368 B USD	42.16 USD	−0.07%	412.626 K	1.11	13.60	3.10 USD	+5.95%	5.78%	Finance	Neutral
CNS^{Cohen & Steers Inc}	3.274 B USD	66.11 USD	−1.14%	282.877 K	2.14	25.72	2.57 USD	−22.90%	3.44%	Finance	Neutral
VCTR^{Victory Capital Holdings, Inc. Class A Common Stock}	2.952 B USD	45.90 USD	+2.78%	764.503 K	1.51	14.68	3.13 USD	−17.85%	2.90%	Finance	Buy
FHI^{Federated Hermes, Inc.}	2.943 B USD	34.96 USD	−0.34%	466.619 K	0.56	10.27	3.40 USD	+28.11%	3.19%	Finance	Buy
HTGC^{Hercules Capital, Inc.}	2.89 B USD	18.25 USD	+0.50%	589.698 K	0.80	8.00	2.28 USD	+202.20%	8.76%	Finance	Buy
GBDC^{Golub Capital BDC, Inc.}	2.845 B USD	16.59 USD	−0.24%	811.201 K	1.23	9.13	1.82 USD	+167.84%	8.78%	Finance	Buy
IFS^{Intercorp Financial Services Inc.}	2.503 B USD	21.68 USD	+2.51%	165.777 K	0.86	8.74	2.48 USD	—	5.46%	Finance	Strong buy
PSEC^{Prospect Capital Corporation}	2.27 B USD	5.47 USD	+0.92%	1.811 M	1.42	—	−0.25 USD	−420.55%	13.28%	Finance	Sell
PAX^{Patria Investments Limited}	2.016 B USD	13.43 USD	−0.30%	312.047 K	1.06	—	—	—	7.98%	Finance	Buy
TSLX^{Sixth Street Specialty Lending, Inc.}	1.913 B USD	20.83 USD	+0.53%	454.053 K	1.24	7.99	2.61 USD	+94.81%	8.88%	Finance	Buy
OBDE^{Blue Owl Capital Corporation III}	1.851 B USD	15.03 USD	−0.27%	16.073 K	0.90	6.16	2.44 USD	+76.81%	0.00%	Finance	Strong buy
BRDG^{Bridge Investment Group Holdings Inc.}	1.741 B USD	6.79 USD	+2.88%	250.78 K	1.06	—	−0.61 USD	−166.00%	8.48%	Finance	Buy
GCMG^{GCM Grosvenor Inc.}	1.738 B USD	9.28 USD	+0.11%	151.599 K	1.59	—	−0.28 USD	−198.16%	4.75%	Finance	Buy
CODI^{D/B/A Compass Diversified Holdings Shares of Beneficial Interest}	1.681 B USD	22.33 USD	+0.86%	188.247 K	0.92	—	−1.55 USD	−364.89%	4.52%	Finance	Buy
GSBD^{Goldman Sachs BDC, Inc.}	1.674 B USD	15.26 USD	+0.86%	442.808 K	0.82	8.47	1.80 USD	+233.57%	11.90%	Finance	Neutral
KYN^{Kayne Anderson Energy Infrastructure Fund, Inc.} CEF	1.613 B USD	9.48 USD	−0.63%	546.099 K	1.00	11.60	0.82 USD	−72.79%	8.70%	Finance	—
BENF^Beneficient	1.603 B USD	4.55 USD	−21.33%	306.397 K	0.66	—	−8.87 USD	−2219.69%	0.00%	Finance	—
VRTS^{Virtus Investment Partners, Inc.}	1.558 B USD	219.80 USD	+0.56%	44.164 K	1.22	12.41	17.71 USD	+14.10%	3.25%	Finance	Neutral
OCSL^{Oaktree Specialty Lending Corporation}	1.538 B USD	19.48 USD	+0.26%	360.298 K	0.85	12.98	1.50 USD	+2837.38%	11.32%	Finance	Buy
NMFC^{New Mountain Finance Corporation}	1.282 B USD	12.46 USD	+0.32%	277.888 K	0.98	10.02	1.24 USD	+70.99%	10.31%	Finance	Buy
CSWC^{Capital Southwest Corporation}	1.065 B USD	24.78 USD	−0.04%	132.638 K	0.70	10.90	2.27 USD	+72.38%	9.04%	Finance	Buy
SII^{Sprott Inc.}	1.033 B USD	39.96 USD	+0.48%	82.476 K	0.63	24.61	1.62 USD	+149.72%	2.48%	Finance	Buy
BBDC^{Barings BDC, Inc.}	981.12 M USD	9.25 USD	+0.33%	419.972 K	1.11	7.75	1.19 USD	+1007.79%	11.17%	Finance	Buy
MFIC^{MidCap Financial Investment Corporation}	979.452 M USD	15.01 USD	+0.87%	177.456 K	0.88	8.26	1.82 USD	+283.26%	10.22%	Finance	Buy
BSIG^{BrightSphere Investment Group Inc.}	867.318 M USD	22.70 USD	+1.29%	179.922 K	1.13	14.66	1.55 USD	−33.62%	0.18%	Finance	Buy
PX^{P10, Inc.}	859.808 M USD	7.42 USD	−0.93%	837.847 K	1.50	—	−0.06 USD	−126.09%	1.74%	Finance	Buy
CGBD^{Carlyle Secured Lending, Inc.}	849.291 M USD	16.72 USD	+1.52%	305.957 K	1.35	10.24	1.63 USD	+13.66%	10.93%	Finance	Neutral
SLRC^{SLR Investment Corp.}	817.228 M USD	14.98 USD	+0.47%	117.82 K	0.70	10.70	1.40 USD	+306.80%	11.00%	Finance	Neutral
NOAH^{Noah Holdings Limited} DR	756.425 M USD	12.00 USD	+1.35%	100.709 K	0.84	0.73	16.37 USD	+7.58%	3.07%	Finance	Strong buy
AC^{Associated Capital Group, Inc.}	699.187 M USD	32.53 USD	+0.71%	3.175 K	1.09	18.92	1.72 USD	—	0.62%	Finance	—
PFLT^{PennantPark Floating Rate Capital Ltd.}	693.314 M USD	11.25 USD	+1.26%	308.108 K	0.76	10.05	1.12 USD	—	11.03%	Finance	Buy
TRIN^{Trinity Capital Inc.}	662.193 M USD	14.26 USD	+0.71%	444.382 K	0.93	7.59	1.88 USD	—	13.98%	Finance	Buy
CCAP^{Crescent Capital BDC, Inc.}	633.011 M USD	17.08 USD	+0.47%	97.592 K	0.96	7.46	2.29 USD	+354.93%	9.65%	Finance	Buy
FDUS^{Fidus Investment Corporation}	605.269 M USD	19.75 USD	+0.41%	114.344 K	0.76	6.95	2.84 USD	+93.99%	8.54%	Finance	Buy
CION^{CION Investment Corporation}	597.131 M USD	11.09 USD	+0.54%	200.917 K	0.87	6.32	1.76 USD	+98.05%	12.33%	Finance	Neutral
ALTI^{AlTi Global, Inc.}	552.496 M USD	4.63 USD	+1.31%	109.924 K	1.07	—	−2.96 USD	−1552.70%	0.00%	Finance	Strong buy
VINP^{Vinci Partners Investments Ltd.}	549.776 M USD	10.21 USD	+0.59%	12.775 K	0.82	—	—	—	0.01%	Finance	Strong buy
HPH^{Highest Performances Holdings Inc. - American Depository Shares} DR	546.131 M USD	8.56 USD	−5.46%	1.216 K	0.28	—	—	—	0.00%	Finance	—
GAIN^{Gladstone Investment Corporation - Business Development Company}	501.027 M USD	13.96 USD	+0.07%	78.875 K	0.78	7.01	1.99 USD	+39.18%	6.88%	Finance	Buy
GLAD^{Gladstone Capital Corporation}	449.664 M USD	20.67 USD	+0.24%	131.563 K	0.66	7.20	2.87 USD	+269.31%	9.53%	Finance	Neutral
PNNT^{PennantPark Investment Corporation} CEF	448.092 M USD	6.90 USD	+0.44%	316.357 K	0.87	9.23	0.75 USD	—	12.08%	Finance	Buy
DHIL^{Diamond Hill Investment Group, Inc.}	427.159 M USD	148.40 USD	+0.34%	8.842 K	0.74	10.38	14.29 USD	+9.11%	4.06%	Finance	—
TPVG^{TriplePoint Venture Growth BDC Corp.}	343.848 M USD	9.14 USD	+1.11%	145.745 K	0.63	—	−1.10 USD	−83.23%	17.70%	Finance	Neutral
SCM^{Stellus Capital Investment Corporation}	331.245 M USD	13.73 USD	+1.78%	106.317 K	0.86	17.49	0.79 USD	+5.94%	11.86%	Finance	Neutral
SAR^{Saratoga Investment Corp New}	310.344 M USD	22.73 USD	+0.62%	39.638 K	0.83	11.74	1.94 USD	+67.76%	12.66%	Finance	Buy
WHF^{WhiteHorse Finance, Inc.}	293.328 M USD	12.62 USD	+2.02%	172.9 K	1.46	14.37	0.88 USD	+30.05%	12.21%	Finance	Neutral
SAMG^{Silvercrest Asset Management Group Inc.}	196.689 M USD	14.14 USD	−0.56%	24.882 K	0.76	14.74	0.96 USD	−49.77%	5.27%	Finance	Strong buy
OXSQ^{Oxford Square Capital Corp.}	188.565 M USD	3.16 USD	+0.96%	82.508 K	0.36	9.04	0.35 USD	—	13.42%	Finance	Neutral
MFIN^{Medallion Financial Corp.}	185.05 M USD	7.88 USD	+1.94%	108.763 K	1.58	3.32	2.37 USD	+29.70%	4.66%	Finance	Buy
PTMN^{Portman Ridge Finance Corporation}	177.156 M USD	18.97 USD	−0.63%	24.146 K	0.58	15.70	1.21 USD	—	14.46%	Finance	Buy
MRCC^{Monroe Capital Corporation}	152.748 M USD	7.05 USD	+0.28%	88.444 K	1.42	412.28	0.02 USD	—	14.22%	Finance	Neutral
MYFW^{First Western Financial, Inc.}	130.518 M USD	13.65 USD	0.00%	49.147 K	2.91	15.27	0.89 USD	—	0.00%	Finance	Buy
OFS^{OFS Capital Corporation}	130.095 M USD	9.71 USD	+0.73%	16.035 K	0.46	—	−0.03 USD	+93.83%	14.00%	Finance	Neutral
WHG^{Westwood Holdings Group Inc}	119.434 M USD	12.80 USD	+1.91%	5.619 K	0.76	9.85	1.30 USD	—	4.78%	Finance	—
SSSS^{SuRo Capital Corp.}	98.117 M USD	3.87 USD	+0.26%	28.506 K	0.46	19.74	0.20 USD	—	0.00%	Finance	Strong buy
GECC^{Great Elm Capital Corp.}	96.792 M USD	10.24 USD	+0.03%	13.61 K	0.93	3.07	3.33 USD	—	13.68%	Finance	Neutral
GEG^{Great Elm Group, Inc.}	60.095 M USD	1.90 USD	0.00%	13.399 K	1.60	6.47	0.29 USD	+445.08%	0.00%	Finance	—
LRFC^{Logan Ridge Finance Corporation}	58.946 M USD	22.01 USD	+0.06%	3.122 K	1.13	—	−1.06 USD	+76.02%	5.00%	Finance	Strong buy
HNNA^{Hennessy Advisors, Inc.}	54.188 M USD	7.06 USD	+2.10%	2.822 K	1.03	11.10	0.64 USD	−10.74%	7.95%	Finance	—
BBCG^{Binah Capital Group, Inc.}	49.65 M USD	6.80 USD	−2.26%	8.167 K	0.40	—	−0.93 USD	−536.05%	0.00%	Finance	—
ICMB^{Investcorp Credit Management BDC, Inc.}	45.927 M USD	3.19 USD	+0.31%	7.827 K	0.34	—	−0.25 USD	−91.41%	15.41%	Finance	Neutral
TURN^{180 Degree Capital Corp.} CEF	39.801 M USD	3.98 USD	0.00%	9.041 K	0.73	—	−1.37 USD	−199.47%	0.00%	Finance	—
RAND^{Rand Capital Corporation}	35.799 M USD	13.87 USD	+0.29%	141	0.20	5.49	2.53 USD	—	7.23%	Finance	—
AGBA^{AGBA Group Holding Limited}	29.757 M USD	1.0300 USD	+157.50%	122.593 M	498.68	—	−0.75 USD	−379.54%	0.00%	Finance	—
HYW^{Hywin Holdings Ltd.} DR	22.82 M USD	0.8250 USD	+1.23%	22.929 K	1.22	—	—	—	0.00%	Finance	—
EQS^{Equus Total Return, Inc.}	20.007 M USD	1.48 USD	+2.07%	2.031 K	0.13	1.55	0.96 USD	—	0.00%	Finance	—
CWD^{CaliberCos Inc.}	18.926 M USD	0.8900 USD	+4.92%	4.761 K	0.16	—	−0.59 USD	−292.34%	0.00%	Finance	—
MEGL^{Magic Empire Global Limited}	12.701 M USD	0.6270 USD	+2.38%	202.614 K	1.40	—	—	—	0.00%	Finance	—

US stocks

Investment Managers

US companies operating in the same investment managers industry