Investment Managers
US companies operating in the same investment managers industry
The table below has US companies that operate under the same industry, investment managers. This list helps you analyze each company’s performance, income statements, and stock activity — all in one place. Sort by key metrics to find the most expensive stocks like BlackRock, Inc., or spot the most traded options, such as Beneficient. Ideal for investors and traders looking to build or refine a strategy within this growing tech segment.
Symbol | Mkt cap | Price | Chg % | Vol | Rel vol | P/E | EPS dil TTM | EPS dil growth TTM YoY | Div yield % TTM | Sector | Analyst rating |
|---|---|---|---|---|---|---|---|---|---|---|---|
 MSMorgan Stanley | 318.17 B USD | 202.58 USD | −0.46% | 7.45 M | 1.48 | 16.37 | 12.38 USD | +40.23% | 2.05% | Finance | Buy |
 BLKBlackRock, Inc. | 173.81 B USD | 1,069.78 USD | +1.50% | 1.09 M | 2.19 | 26.61 | 40.20 USD | −2.84% | 2.05% | Finance | Strong buy |
 BXBlackstone Inc. | 155.18 B USD | 124.96 USD | −0.36% | 6 M | 1.75 | 28.03 | 4.46 USD | +20.33% | 4.19% | Finance | Buy |
 UBSUBS Group AG Registered | 153.49 B USD | 50.69 USD | +0.14% | 1.97 M | 1.18 | 17.59 | 2.88 USD | +40.50% | 2.06% | Finance | Neutral |
 KKRKKR & Co. Inc. | 88.7 B USD | 98.81 USD | +0.63% | 5.15 M | 1.40 | 31.50 | 3.14 USD | +50.44% | 0.77% | Finance | Buy |
 BNBrookfield Corporation | 83.74 B USD | 37.51 USD | +0.86% | 6.28 M | 1.35 | 71.50 | 0.52 USD | +78.25% | 0.68% | Finance | Strong buy |
 BAMBrookfield Asset Management Inc | 75.46 B USD | 46.06 USD | +1.41% | 3.55 M | 1.18 | 27.32 | 1.69 USD | +10.93% | 4.16% | Finance | Buy |
 APOApollo Global Management, Inc. (New) | 74.36 B USD | 125.91 USD | −0.07% | 5.42 M | 2.24 | 47.62 | 2.64 USD | −50.12% | 1.70% | Finance | Buy |
 AMPAmeriprise Financial, Inc. | 48.08 B USD | 544.33 USD | −0.25% | 1.37 M | 2.51 | 13.13 | 41.46 USD | +28.98% | 1.21% | Finance | Buy |
 NTRSNorthern Trust Corporation | 32.55 B USD | 177.89 USD | +0.54% | 2.21 M | 2.34 | 15.27 | 11.65 USD | +36.92% | 1.80% | Finance | Neutral |
 RJFRaymond James Financial, Inc. | 31.69 B USD | 164.75 USD | +0.60% | 3.5 M | 3.12 | 14.36 | 11.47 USD | +12.60% | 1.29% | Finance | Buy |
 NMRNomura Holdings IncDR | 29.16 B USD | 10.07 USD | −1.56% | 549.97 K | 0.64 | 11.69 | 0.86 USD | +4.74% | 2.88% | Finance | Buy |
 ARESAres Management Corporation | 27.73 B USD | 123.80 USD | −1.21% | 7.91 M | 4.21 | 56.45 | 2.19 USD | +25.46% | 3.99% | Finance | Buy |
 PFGPrincipal Financial Group Inc | 25.19 B USD | 117.67 USD | +1.49% | 3.21 M | 2.02 | 16.70 | 7.05 USD | +41.88% | 2.71% | Finance | Neutral |
 TROWT. Rowe Price Group, Inc. | 22.22 B USD | 104.16 USD | +1.28% | 2.89 M | 2.01 | 10.45 | 9.97 USD | +11.48% | 4.93% | Finance | Sell |
 PSPershing Square Inc. | 19.93 B USD | 49.83 USD | +13.69% | 2.32 M | 3.43 | — | — | — | 0.00% | Finance | Neutral |
 TPGTPG Inc. | 17.87 B USD | 46.47 USD | +0.54% | 2.47 M | 0.89 | 70.12 | 0.66 USD | — | 4.82% | Finance | Strong buy |
 BENFranklin Templeton, Inc. | 16.77 B USD | 33.01 USD | −0.18% | 7.45 M | 2.49 | 22.50 | 1.47 USD | +181.27% | 3.97% | Finance | Neutral |
 OWLBlue Owl Capital Inc. | 15.34 B USD | 9.84 USD | −1.20% | 17.83 M | 0.94 | 124.40 | 0.08 USD | +42.27% | 9.25% | Finance | Buy |
 CGThe Carlyle Group Inc. | 14.29 B USD | 40.10 USD | −0.17% | 6.4 M | 1.89 | 41.54 | 0.97 USD | −71.84% | 3.49% | Finance | Buy |
 IVZInvesco Ltd | 13.48 B USD | 30.53 USD | +1.03% | 6.94 M | 1.97 | — | −0.70 USD | −175.03% | 2.78% | Finance | Buy |
 SEICSEI Investments Company | 12.63 B USD | 105.20 USD | +0.33% | 3.54 M | 5.06 | 18.57 | 5.67 USD | +6.38% | 0.99% | Finance | Strong buy |
 SFStifel Financial Corporation | 11.44 B USD | 75.79 USD | +0.37% | 2.79 M | 2.70 | 13.56 | 5.59 USD | +62.13% | 1.71% | Finance | Buy |
 AMGAffiliated Managers Group, Inc. | 9.2 B USD | 355.80 USD | +1.03% | 509.86 K | 1.87 | 12.42 | 28.65 USD | +115.62% | 0.01% | Finance | Buy |
 HQYHealthEquity, Inc. | 7.87 B USD | 95.14 USD | +0.67% | 1.3 M | 1.77 | 34.36 | 2.77 USD | +67.61% | 0.00% | Finance | Strong buy |
 VCTRVictory Capital Holdings, Inc. Class A Common Stock | 6.55 B USD | 106.56 USD | +2.25% | 1.81 M | 2.20 | 19.53 | 5.46 USD | +34.71% | 1.85% | Finance | Buy |
 STEPStepStone Group Inc. | 5.59 B USD | 46.31 USD | −1.68% | 2.39 M | 2.17 | — | −7.72 USD | −150.21% | 3.13% | Finance | Strong buy |
 HLNEHamilton Lane Incorporated | 4.84 B USD | 87.74 USD | −0.63% | 947.7 K | 1.76 | 13.37 | 6.56 USD | +26.18% | 2.53% | Finance | Strong buy |
 HASIHA Sustainable Infrastructure Capital, Inc. | 4.72 B USD | 36.73 USD | −1.21% | 2.32 M | 2.48 | 71.54 | 0.51 USD | −66.04% | 4.60% | Finance | Strong buy |
 CIGIColliers International Group Inc. - Subordinate Voting Shares | 4.58 B USD | 89.61 USD | +0.93% | 314.52 K | 1.06 | 43.59 | 2.06 USD | −8.12% | 0.33% | Finance | Buy |
 FHIFederated Hermes, Inc. | 4.26 B USD | 57.10 USD | +1.31% | 2.46 M | 3.83 | 10.62 | 5.38 USD | +19.44% | 2.52% | Finance | Neutral |
 CNSCohen & Steers Inc | 3.79 B USD | 73.79 USD | +1.33% | 408.49 K | 1.39 | 22.66 | 3.26 USD | +3.49% | 3.56% | Finance | Neutral |
 WTWisdomTree, Inc. | 3.5 B USD | 23.07 USD | +3.73% | 7.08 M | 2.14 | 44.28 | 0.52 USD | +34.59% | 0.52% | Finance | Buy |
 ABAllianceBernstein Holding L.P. | 3.38 B USD | 36.31 USD | +0.55% | 225.78 K | 0.77 | 10.72 | 3.39 USD | +0.94% | 9.56% | Finance | Neutral |
 SIISprott Inc. | 3.29 B USD | 127.78 USD | +2.03% | 80.4 K | 0.64 | 32.14 | 3.98 USD | +101.78% | 1.24% | Finance | Strong buy |
 AAMIAcadian Asset Management Inc. | 3.22 B USD | 90.74 USD | +0.22% | 1.27 M | 2.59 | 32.01 | 2.83 USD | +18.28% | 0.24% | Finance | Neutral |
 DBRGDigitalBridge Group, Inc. | 3.02 B USD | 15.88 USD | −0.19% | 3.82 M | 0.82 | 10.32 | 1.54 USD | — | 0.25% | Finance | Neutral |
 APAMArtisan Partners Asset Management Inc. | 2.97 B USD | 36.68 USD | +0.41% | 1.86 M | 2.50 | 9.11 | 4.03 USD | +9.22% | 9.43% | Finance | Neutral |
 GCMGGCM Grosvenor Inc. | 2.66 B USD | 13.14 USD | +1.62% | 1.69 M | 4.71 | 25.45 | 0.52 USD | +265.13% | 3.58% | Finance | Strong buy |
 PAXPatria Investments Limited | 1.61 B USD | 10.00 USD | −0.50% | 1.46 M | 1.26 | — | — | — | 6.25% | Finance | Buy |
 PWPPerella Weinberg Partners | 1.26 B USD | 12.96 USD | +1.49% | 2.51 M | 1.74 | 49.48 | 0.26 USD | −67.61% | 2.16% | Finance | Buy |
 RPCRidgepost Capital, Inc. | 867.59 M USD | 7.87 USD | −1.13% | 1.33 M | 2.54 | 32.66 | 0.24 USD | +92.65% | 1.97% | Finance | Buy |
 KBDCKayne Anderson BDC, Inc. | 863.11 M USD | 13.07 USD | −1.28% | 458.99 K | 1.33 | 12.01 | 1.09 USD | −35.61% | 12.24% | Finance | Buy |
 ABXAbacus Global Management, Inc. | 857.64 M USD | 8.77 USD | −3.31% | 1.83 M | 5.03 | 30.71 | 0.29 USD | — | 2.28% | Finance | Strong buy |
 CODID/B/A Compass Diversified Holdings Shares of Beneficial Interest | 829.85 M USD | 11.03 USD | −0.45% | 872.75 K | 1.59 | — | −2.08 USD | +51.01% | 0.00% | Finance | Buy |
 VRTSVirtus Investment Partners, Inc. | 827.84 M USD | 125.00 USD | −2.70% | 330.52 K | 2.78 | 7.12 | 17.55 USD | −14.58% | 7.68% | Finance | Sell |
 VINPVinci Compass Investments Ltd. | 610.61 M USD | 9.32 USD | +0.11% | 87.84 K | 1.71 | 13.65 | 0.68 USD | +45.57% | 0.01% | Finance | Strong buy |
 NOAHNoah Holdings LimitedDR | 589.7 M USD | 8.10 USD | 0.00% | 104.61 K | 1.05 | 6.67 | 1.21 USD | +6.30% | 8.28% | Finance | Buy |
 ALTIAlTi Global, Inc. | 503.7 M USD | 3.23 USD | +0.94% | 758.55 K | 2.81 | — | −1.25 USD | +29.88% | 0.00% | Finance | Strong buy |
 MYFWFirst Western Financial, Inc. | 299.01 M USD | 30.62 USD | +0.07% | 77.26 K | 1.44 | 16.44 | 1.86 USD | +57.64% | 0.00% | Finance | Buy |
 DEFTDefi Technologies, Inc. | 196.03 M USD | 0.5051 USD | +4.62% | 6.96 M | 3.25 | 8.41 | 0.06 USD | — | 0.00% | Finance | Strong buy |
 AUCATIF Holdings Limited | 180.19 M USD | 9.33 USD | +39.46% | 7.45 K | 1.02 | — | — | — | 0.00% | Finance | No rating |
 WHGWestwood Holdings Group Inc | 178.5 M USD | 18.82 USD | +1.18% | 51.64 K | 2.97 | 21.52 | 0.87 USD | +109.59% | 3.19% | Finance | No rating |
 BVCBitVentures Limited | 119.03 M USD | 14.17 USD | +4.73% | 5.47 K | 0.19 | 26.03 | 0.54 USD | — | 0.00% | Finance | No rating |
 SAMGSilvercrest Asset Management Group Inc. | 111.61 M USD | 9.42 USD | −1.62% | 277.32 K | 2.68 | 84.64 | 0.11 USD | −87.24% | 8.92% | Finance | Strong buy |
 HNNAHennessy Advisors, Inc. | 82.05 M USD | 10.38 USD | +1.17% | 12.05 K | 1.39 | 10.01 | 1.04 USD | −17.27% | 5.66% | Finance | No rating |
 GEGGreat Elm Group, Inc. | 66.85 M USD | 2.15 USD | 0.00% | 34.32 K | 1.03 | — | −1.15 USD | −471.12% | 0.00% | Finance | No rating |
 INVInnventure, Inc. | 50.56 M USD | 0.5976 USD | −12.55% | 6.96 M | 1.74 | — | −1.65 USD | +73.91% | 0.00% | Finance | Strong buy |
 BCGBinah Capital Group, Inc. | 20.47 M USD | 1.20 USD | −5.12% | 10.2 K | 0.32 | 7.82 | 0.15 USD | — | 0.00% | Finance | No rating |
| GGRNQGreenpro Capital Corp. | 18.09 M USD | 9.98 USD | −0.10% | 22.77 K | 0.10 | — | −3.57 USD | −148.67% | 0.00% | Finance | No rating |
 BENFBeneficient | 8.68 M USD | 0.5618 USD | −10.68% | 63.61 M | 3.45 | — | −3.84 USD | +95.34% | 0.00% | Finance | No rating |
 MEGLMagic Empire Global Limited | 5.72 M USD | 1.13 USD | +0.89% | 7.61 K | 0.85 | — | −0.21 USD | −75.42% | 0.00% | Finance | No rating |
 CWDCaliberCos Inc. | 5.04 M USD | 0.4854 USD | +0.10% | 124.85 K | 1.00 | — | −3.80 USD | +78.91% | 0.00% | Finance | No rating |