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 Intercorp Financial Services 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
MS^{Morgan Stanley}	227.28 B USD	141.08 USD	+1.55%	4.58 M	0.78	17.75	7.95 USD	+53.66%	2.57%	Finance	Neutral
BX^{Blackstone Inc.}	211.42 B USD	174.55 USD	−0.17%	3.3 M	1.01	48.16	3.62 USD	+97.40%	1.98%	Finance	Neutral
BLK^{BlackRock, Inc.}	155.9 B USD	1,006.62 USD	−0.78%	688.93 K	0.80	23.97	42.00 USD	+15.01%	2.03%	Finance	Buy
KKR^{KKR & Co. Inc.}	134.65 B USD	151.59 USD	−1.44%	6.03 M	1.35	46.34	3.27 USD	−19.98%	0.46%	Finance	Buy
UBS^{UBS Group AG Registered}	107.02 B USD	33.39 USD	+2.39%	1.77 M	0.64	22.76	1.47 USD	−84.12%	2.11%	Finance	Neutral
APO^{Apollo Global Management, Inc. (New)}	93.29 B USD	164.88 USD	−0.52%	2.18 M	0.68	22.66	7.27 USD	−13.26%	1.10%	Finance	Buy
BN^{Brookfield Corporation}	90.6 B USD	60.06 USD	+0.75%	1.18 M	0.59	127.04	0.47 USD	—	0.51%	Finance	Buy
ARES^{Ares Management Corporation}	38.03 B USD	191.67 USD	+1.07%	1.62 M	1.36	93.22	2.06 USD	−15.46%	1.94%	Finance	Buy
OWL^{Blue Owl Capital Inc.}	36.99 B USD	24.77 USD	−0.72%	7.12 M	1.16	145.53	0.17 USD	+107.56%	2.75%	Finance	Buy
RJF^{Raymond James Financial, Inc.}	34.5 B USD	168.45 USD	+1.70%	978.37 K	0.62	16.45	10.24 USD	+28.34%	1.10%	Finance	Buy
BAM^{Brookfield Asset Management Inc}	25.65 B USD	57.89 USD	+0.31%	1.42 M	0.99	52.33	1.11 USD	—	2.51%	Finance	Neutral
TROW^{T. Rowe Price Group, Inc.}	24.76 B USD	111.44 USD	+0.67%	1.72 M	0.86	12.18	9.15 USD	+17.94%	4.45%	Finance	Sell
TPG^{TPG Inc.}	23.27 B USD	63.76 USD	−0.11%	694.34 K	0.85	—	−0.33 USD	−190.62%	2.59%	Finance	Buy
NTRS^{Northern Trust Corporation}	22.56 B USD	113.80 USD	+0.51%	842.24 K	0.65	11.64	9.78 USD	+92.74%	2.64%	Finance	Neutral
CRBG^{Corebridge Financial Inc.}	18.9 B USD	33.22 USD	−0.03%	2.87 M	1.04	—	−2.08 USD	−172.30%	2.77%	Finance	Buy
CG^{The Carlyle Group Inc.}	18.81 B USD	52.58 USD	0.00%	2.71 M	1.64	177.28	0.30 USD	−48.31%	2.66%	Finance	Buy
PFG^{Principal Financial Group Inc}	18.3 B USD	80.00 USD	−0.71%	2.4 M	1.50	—	−0.92 USD	−115.22%	3.56%	Finance	Neutral
ARCC^{Ares Capital Corporation}	15.26 B USD	22.73 USD	−1.60%	6.73 M	1.26	9.29	2.45 USD	−7.77%	8.45%	Finance	Strong buy
MORN^{Morningstar, Inc.}	14.03 B USD	327.07 USD	+0.52%	93.84 K	0.88	43.17	7.58 USD	+358.26%	0.51%	Finance	Buy
SF^{Stifel Financial Corporation}	11.71 B USD	114.40 USD	+1.05%	386.34 K	0.51	18.30	6.25 USD	+46.11%	1.47%	Finance	Neutral
SEIC^{SEI Investments Company}	11.12 B USD	86.24 USD	−0.07%	308.28 K	0.47	19.52	4.42 USD	+27.78%	1.10%	Finance	Neutral
BEN^{Franklin Resources, Inc.}	10.82 B USD	20.59 USD	−0.29%	2.76 M	0.44	31.57	0.65 USD	−65.59%	6.07%	Finance	Sell
HQY^{HealthEquity, Inc.}	9.71 B USD	112.07 USD	+0.09%	681.63 K	0.92	102.23	1.10 USD	+226.25%	0.00%	Finance	Strong buy
HLNE^{Hamilton Lane Incorporated}	9.25 B USD	166.83 USD	−1.97%	500.63 K	1.12	31.15	5.36 USD	+64.81%	1.15%	Finance	Neutral
IVZ^{Invesco Ltd}	8.62 B USD	19.17 USD	+2.35%	4.7 M	0.79	16.21	1.18 USD	—	4.25%	Finance	Neutral
STEP^{StepStone Group Inc.}	7.37 B USD	63.96 USD	−1.33%	610.74 K	1.31	103.13	0.62 USD	−42.61%	1.41%	Finance	Buy
JHG^{Janus Henderson Group plc}	7.29 B USD	45.82 USD	−0.26%	946.83 K	0.81	17.92	2.56 USD	+7.83%	3.40%	Finance	Neutral
CIGI^{Colliers International Group Inc. - Subordinate Voting Shares}	6.86 B USD	136.07 USD	−6.75%	529.03 K	5.19	44.50	3.06 USD	+126.77%	0.22%	Finance	Buy
FSK^{FS KKR Capital Corp.}	6.48 B USD	23.14 USD	+0.17%	869.87 K	0.65	12.27	1.89 USD	−21.40%	12.10%	Finance	Neutral
AMG^{Affiliated Managers Group, Inc.}	5.52 B USD	182.74 USD	+0.18%	301.82 K	1.76	12.10	15.10 USD	−12.94%	0.02%	Finance	Neutral
MAIN^{Main Street Capital Corporation}	5.39 B USD	61.13 USD	+0.03%	417.42 K	0.89	11.08	5.51 USD	+11.85%	4.86%	Finance	Neutral
CNS^{Cohen & Steers Inc}	4.52 B USD	89.31 USD	+1.10%	215.45 K	1.00	30.08	2.97 USD	+14.00%	2.64%	Finance	Buy
VCTR^{Victory Capital Holdings, Inc. Class A Common Stock}	4.27 B USD	65.64 USD	−0.08%	356.47 K	1.22	16.27	4.03 USD	+32.61%	2.37%	Finance	Buy
GBDC^{Golub Capital BDC, Inc.}	4.1 B USD	15.43 USD	+0.78%	1.3 M	0.83	11.22	1.38 USD	−24.30%	10.76%	Finance	Buy
AB^{AllianceBernstein Holding L.P.}	4.09 B USD	36.04 USD	−9.65%	2.71 M	5.68	9.71	3.71 USD	+58.52%	8.27%	Finance	Buy
IFS^{Intercorp Financial Services Inc.}	3.75 B USD	32.49 USD	+4.60%	733.28 K	3.63	12.77	2.54 USD	−6.45%	3.08%	Finance	Strong buy
APAM^{Artisan Partners Asset Management Inc.}	3.61 B USD	44.94 USD	+0.31%	508.44 K	1.01	12.36	3.64 USD	+17.33%	6.28%	Finance	Neutral
HTGC^{Hercules Capital, Inc.}	3.49 B USD	20.83 USD	−0.48%	575.66 K	0.76	10.41	2.00 USD	+0.23%	7.68%	Finance	Buy
FHI^{Federated Hermes, Inc.}	3.23 B USD	39.46 USD	+0.23%	632.88 K	0.72	12.19	3.24 USD	−4.85%	3.07%	Finance	Neutral
GCMG^{GCM Grosvenor Inc.}	2.59 B USD	13.70 USD	+0.88%	249.46 K	0.60	—	−0.06 USD	+74.60%	3.21%	Finance	Buy
KYN^{Kayne Anderson Energy Infrastructure Fund, Inc.} CEF	2.26 B USD	13.34 USD	−1.26%	195.07 K	0.46	3.97	3.36 USD	+709.68%	7.35%	Finance	Neutral
TSLX^{Sixth Street Specialty Lending, Inc.}	2.07 B USD	22.14 USD	−0.94%	264.81 K	1.12	10.72	2.06 USD	−20.36%	8.31%	Finance	Strong buy
BRDG^{Bridge Investment Group Holdings Inc.}	2.05 B USD	7.88 USD	0.00%	85.97 K	0.67	—	−0.33 USD	+25.47%	5.33%	Finance	Neutral
DBRG^{DigitalBridge Group, Inc.} REIT	2.03 B USD	10.91 USD	−0.18%	1.41 M	0.57	14.29	0.76 USD	—	0.37%	Finance	Strong buy
PSEC^{Prospect Capital Corporation}	1.85 B USD	4.23 USD	−0.24%	1.92 M	0.74	—	−0.33 USD	−15,776.19%	16.31%	Finance	Strong sell
PAX^{Patria Investments Limited}	1.83 B USD	11.80 USD	+0.60%	570.87 K	1.14	21.64	0.55 USD	−27.91%	7.41%	Finance	Buy
CODI^{D/B/A Compass Diversified Holdings Shares of Beneficial Interest}	1.58 B USD	20.94 USD	+0.38%	237.85 K	1.30	—	−1.98 USD	−72.05%	4.78%	Finance	Strong buy
PX^{P10, Inc.}	1.52 B USD	13.58 USD	−1.31%	392.97 K	0.82	133.79	0.10 USD	—	1.01%	Finance	Buy
GSBD^{Goldman Sachs BDC, Inc.}	1.51 B USD	12.87 USD	−0.54%	798.62 K	0.85	18.65	0.69 USD	−49.81%	13.99%	Finance	Sell
MMSIF^{MSC Income Fund, Inc.}	1.36 B USD	16.89 USD	+0.48%	86.41 K	0.45	23.60	0.72 USD	+0.86%	5.36%	Finance	—
VRTS^{Virtus Investment Partners, Inc.}	1.34 B USD	191.27 USD	−1.85%	32.74 K	0.80	11.32	16.90 USD	−4.57%	4.34%	Finance	Sell
MFIC^{MidCap Financial Investment Corporation} CEF	1.32 B USD	14.06 USD	+0.43%	289.99 K	0.87	9.06	1.55 USD	+16.88%	10.81%	Finance	Buy
OCSL^{Oaktree Specialty Lending Corporation}	1.28 B USD	15.55 USD	−1.46%	745.38 K	1.07	23.29	0.67 USD	−55.52%	14.15%	Finance	Neutral
NMFC^{New Mountain Finance Corporation}	1.25 B USD	11.57 USD	−0.69%	299.44 K	0.93	11.11	1.04 USD	−7.88%	11.06%	Finance	Buy
KBDC^{Kayne Anderson BDC, Inc.} CEF	1.22 B USD	17.22 USD	−0.40%	39.12 K	0.40	8.10	2.13 USD	+6.34%	6.97%	Finance	Buy
CSWC^{Capital Southwest Corporation}	1.16 B USD	22.88 USD	+0.53%	436.68 K	0.83	16.50	1.39 USD	−38.97%	10.05%	Finance	Buy
SII^{Sprott Inc.}	1.1 B USD	43.10 USD	−2.20%	68.73 K	1.01	23.61	1.83 USD	+22.26%	2.34%	Finance	Strong buy
BBDC^{Barings BDC, Inc.}	1.07 B USD	10.11 USD	+0.10%	393.93 K	0.95	9.29	1.09 USD	+20.69%	10.29%	Finance	Buy
AAMI^{Acadian Asset Management Inc.}	940.41 M USD	25.20 USD	+4.35%	166.2 K	1.31	15.34	1.64 USD	−4.71%	0.16%	Finance	Sell
CGBD^{Carlyle Secured Lending, Inc.}	935.15 M USD	18.37 USD	−0.38%	103.84 K	0.70	10.65	1.72 USD	+31.19%	10.18%	Finance	Neutral
PFLT^{PennantPark Floating Rate Capital Ltd.}	922.19 M USD	11.08 USD	+0.09%	1.3 M	1.33	7.76	1.43 USD	+103.74%	11.10%	Finance	Buy
SLRC^{SLR Investment Corp.}	915.43 M USD	16.78 USD	0.00%	141.74 K	1.17	9.46	1.77 USD	+34.85%	9.77%	Finance	Neutral
AC^{Associated Capital Group, Inc.}	782.39 M USD	36.84 USD	+0.93%	1.8 K	0.34	17.74	2.08 USD	+20.80%	0.54%	Finance	—
NOAH^{Noah Holdings Limited} DR	768.13 M USD	10.77 USD	+1.22%	81.9 K	1.20	2.04	5.28 USD	+176.79%	9.62%	Finance	Neutral
ABL^{Abacus Life, Inc.}	766.39 M USD	7.93 USD	+3.93%	542.94 K	2.73	—	−0.18 USD	−15,981.82%	0.00%	Finance	Strong buy
FDUS^{Fidus Investment Corporation}	763.08 M USD	22.50 USD	+0.04%	94.29 K	0.56	8.14	2.76 USD	+27.58%	7.64%	Finance	Buy
CCAP^{Crescent Capital BDC, Inc.}	730.48 M USD	19.71 USD	+0.46%	73.08 K	1.04	7.74	2.55 USD	+65.06%	8.47%	Finance	Buy
VINP^{Vinci Partners Investments Ltd.}	682.39 M USD	10.52 USD	+1.54%	68.34 K	1.29	16.54	0.64 USD	−12.93%	0.01%	Finance	Strong buy
GLAD^{Gladstone Capital Corporation}	643.32 M USD	28.81 USD	−1.17%	129.43 K	1.08	6.68	4.31 USD	+89.52%	6.87%	Finance	Neutral
ALTI^{AlTi Global, Inc.}	550.91 M USD	3.94 USD	−1.50%	31.24 K	0.46	—	−1.38 USD	+42.91%	0.00%	Finance	Strong buy
GAIN^{Gladstone Investment Corporation - Business Development Company}	496.4 M USD	13.53 USD	−0.44%	81.77 K	0.70	12.75	1.06 USD	−53.35%	7.10%	Finance	Neutral
PNNT^{PennantPark Investment Corporation} CEF	465.56 M USD	7.13 USD	+0.71%	283.91 K	0.68	42.77	0.17 USD	—	12.76%	Finance	Neutral
DHIL^{Diamond Hill Investment Group, Inc.}	402.62 M USD	147.89 USD	−1.07%	6.38 K	0.57	8.40	17.61 USD	+21.40%	4.06%	Finance	—
SCM^{Stellus Capital Investment Corporation}	392.88 M USD	14.52 USD	+0.07%	86.36 K	0.60	7.43	1.95 USD	+281.51%	11.02%	Finance	Neutral
HRZN^{Horizon Technology Finance Corporation} CEF	377.62 M USD	9.47 USD	0.00%	227.59 K	0.70	—	−0.12 USD	−350.75%	13.94%	Finance	Neutral
SAR^{Saratoga Investment Corp New}	364.25 M USD	25.39 USD	+1.72%	133.72 K	2.00	10.22	2.48 USD	+28.25%	11.62%	Finance	Buy
TPVG^{TriplePoint Venture Growth BDC Corp.}	313.18 M USD	7.82 USD	+0.39%	126.92 K	0.55	37.04	0.21 USD	—	17.90%	Finance	Neutral
SAMG^{Silvercrest Asset Management Group Inc.}	256.64 M USD	18.51 USD	−0.43%	11.94 K	0.64	23.56	0.79 USD	−35.41%	4.21%	Finance	Strong buy
WHF^{WhiteHorse Finance, Inc.}	242.19 M USD	10.42 USD	+0.68%	58.52 K	0.75	23.34	0.45 USD	−34.20%	14.78%	Finance	Neutral
MYFW^{First Western Financial, Inc.}	208.55 M USD	21.58 USD	+1.94%	23.81 K	0.61	24.87	0.87 USD	−2.95%	0.00%	Finance	Buy
MFIN^{Medallion Financial Corp.}	207.15 M USD	8.98 USD	+0.56%	19.42 K	0.40	—	—	—	4.57%	Finance	—
OXSQ^{Oxford Square Capital Corp.}	186.02 M USD	2.74 USD	0.00%	256.29 K	0.68	—	−0.08 USD	−607.64%	15.33%	Finance	Neutral
MRCC^{Monroe Capital Corporation}	185.68 M USD	8.57 USD	−0.35%	23.83 K	0.49	14.28	0.60 USD	+298.01%	11.67%	Finance	Neutral
PTMN^{Portman Ridge Finance Corporation}	157.08 M USD	17.05 USD	+0.24%	29.81 K	0.85	45.26	0.38 USD	—	16.19%	Finance	Buy
WHG^{Westwood Holdings Group Inc}	145.93 M USD	15.74 USD	+1.03%	8.17 K	0.64	48.02	0.33 USD	−43.79%	3.81%	Finance	—
SSSS^{SuRo Capital Corp.}	130.75 M USD	5.54 USD	−2.12%	93.39 K	0.37	—	−1.92 USD	−1,713.90%	0.00%	Finance	Strong buy
GECC^{Great Elm Capital Corp.}	121.68 M USD	10.54 USD	+0.76%	9.29 K	0.78	15.17	0.69 USD	−61.83%	13.28%	Finance	Neutral
OFS^{OFS Capital Corporation}	108.39 M USD	8.09 USD	−0.49%	41.19 K	1.46	—	−0.09 USD	−118.78%	16.81%	Finance	Neutral
HNNA^{Hennessy Advisors, Inc.}	97.68 M USD	12.55 USD	+0.56%	5.5 K	1.04	13.67	0.92 USD	+46.41%	4.38%	Finance	—
LRFC^{Logan Ridge Finance Corporation}	65.75 M USD	24.66 USD	−0.34%	5.68 K	0.65	—	−1.27 USD	−19.15%	5.43%	Finance	Strong buy
HPH^{Highest Performances Holdings Inc. - American Depository Shares} DR	61.39 M USD	0.2485 USD	+1.02%	86.74 K	0.06	—	−0.34 USD	−228.45%	0.00%	Finance	—
RAND^{Rand Capital Corporation}	59.39 M USD	23.01 USD	−0.09%	9.75 K	0.67	4.62	4.98 USD	+123.40%	21.86%	Finance	—
GEG^{Great Elm Group, Inc.}	51.01 M USD	1.80 USD	−1.32%	29.46 K	8.16	—	−0.01 USD	−103.03%	0.00%	Finance	—
ICMB^{Investcorp Credit Management BDC, Inc.} CEF	44.8 M USD	3.11 USD	0.00%	17.83 K	0.67	10.67	0.29 USD	—	15.43%	Finance	Neutral
TURN^{180 Degree Capital Corp.} CEF	40 M USD	4.00 USD	+1.27%	45.95 K	1.38	—	−1.72 USD	+22.03%	0.00%	Finance	—
BCG^{Binah Capital Group, Inc.}	36.03 M USD	2.17 USD	−6.87%	23.82 K	0.46	—	−0.13 USD	+85.65%	0.00%	Finance	—
EQS^{Equus Total Return, Inc.} CEF	18.48 M USD	1.36 USD	+3.02%	333	0.07	—	−0.52 USD	−164.50%	0.00%	Finance	—
STEC^{Santech Holdings Limited} DR	17.77 M USD	0.6348 USD	−1.58%	68.25 K	1.41	—	—	—	0.00%	Finance	—
ZBAI^{ATIF Holdings Limited}	16.48 M USD	0.9514 USD	−14.29%	268.77 K	0.09	—	−0.27 USD	+23.76%	0.00%	Finance	—
CWD^{CaliberCos Inc.}	13.35 M USD	0.5940 USD	−8.60%	11.93 K	0.17	—	−0.50 USD	−615.30%	0.00%	Finance	Strong buy

US stocks

Investment Managers

US companies operating in the same investment managers industry