INDUSTRY
Asset Management Industry Stocks
The Asset Management industry currently includes 143 publicly traded companies in the StockSifting database and sits within Financial Services. Reviewing company descriptions in this group highlights recurring themes such as Essence, Firm, Equity, Investments, Financial. Names like Blackstone Inc., Brookfield Corporation, KKR & Co. Inc., and Brookfield Asset Management Ltd. illustrate how businesses in this industry may compete through scale, specialization, pricing power, technology, distribution, or customer relationships. For US investors, this industry view is useful for comparing valuation multiples, profitability, dividends, return ratios, and 52-week price ranges across similar businesses instead of mixing unrelated peers. Use the table below to screen the full list, compare fundamentals, and narrow down which stocks merit further research.
About the Asset Management industry
This Asset Management industry page is designed for US investors who want a cleaner peer comparison set. Instead of screening unrelated stocks together, you can review businesses from the same industry, compare valuation and profitability, and move into individual company pages for deeper research.
143 Companies in Asset Management
Compare US-listed companies by price, P/E ratio, market cap, dividend yield, ROCE, ROE, and 52-week high-low range.
Click any column to sort ascending or descending.
| S.No.↑ | Company Name↕ | Price↕ | P/E↕ | Market Cap↕ | Div Yield↕ | ROCE↕ | ROE↕ | 52 Week High↕ | 52 Week Low↕ |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Blackstone Inc. | $130 | 33.62 | $155.61 B | 3.67% | — | 29.23% | $190.09 | $101.73 |
| 2 | Brookfield Corporation | NOT FOUND | 95.7 | $114.82 B | 0.6% | 4.08% | 1.95% | $49.57 | $31.62 |
| 3 | KKR & Co. Inc. | $106.31 | 45.22 | $95.5 B | 0.71% | 0.14% | 8.56% | $153.87 | $82.67 |
| 4 | Brookfield Asset Management Ltd. | $48.39 | 31.74 | $79.88 B | 4.1% | 20.18% | 22.31% | $64.1 | $42.2 |
| 5 | Apollo Global Management, Inc. | $128.85 | — | $77.95 B | 1.6% | 6.4% | 14.7% | $157.28 | $99.56 |
| 6 | State Street Corporation | $153.54 | 15.51 | $42.66 B | 2.24% | — | 11.08% | $150.28 | $75.5 |
| 7 | Ameriprise Financial, Inc. | $465.51 | 12.83 | $42.35 B | 1.4% | — | 60.51% | $550.18 | $422.37 |
| 8 | Ares Management Corporation | $120.92 | 68.6 | $40.33 B | 4.58% | 4.22% | 13.52% | $195.26 | $95.8 |
| 9 | Northern Trust Corporation | $168.99 | 17.71 | $31.6 B | 2.01% | — | 13.49% | $161.13 | $85.72 |
| 10 | T. Rowe Price Group, Inc. | $99.61 | 10.78 | $21.82 B | 5.3% | 17.78% | 18.79% | $118.22 | $82.86 |
| 11 | Principal Financial Group, Inc. | $95.82 | 18.26 | $20.89 B | 3.33% | — | 10.52% | $97.88 | $69.8 |
| 12 | The Carlyle Group Inc. | $51.89 | 23.85 | $18.98 B | 2.66% | — | 14.1% | $69.85 | $34.01 |
| 13 | TPG Inc. | $45.62 | 101.58 | $17.63 B | 4.61% | — | 15.52% | $70.38 | $36.95 |
| 14 | Blue Owl Capital Inc. | $9.94 | 83.84 | $15.72 B | 9.1% | 3.99% | 5.15% | $21.08 | $7.95 |
| 15 | Franklin Resources, Inc. | $27.43 | 25.25 | $14.35 B | 4.76% | 3.61% | 4.46% | $28.32 | $17.16 |
| 16 | Corebridge Financial, Inc. | $26.36 | — | $12.08 B | 3.72% | — | -2.97% | $36.57 | $22.19 |
| 17 | Equitable Holdings, Inc. | $41.08 | — | $11.6 B | 2.59% | — | -38.87% | $56.61 | $35.2 |
| 18 | Invesco Ltd. | $25.31 | — | $11.34 B | 3.37% | -2.66% | -1.22% | $29.61 | $12.27 |
| 19 | SEI Investments Company | $83.19 | 14.81 | $10.12 B | 1.24% | 21.84% | 28.96% | $93.96 | $69.04 |
| 20 | Janus Henderson Group plc | $51.55 | 9.44 | $7.94 B | 0% | 13.36% | 16.2% | $53.76 | $29.29 |
| 21 | StepStone Group Inc. | $55.16 | — | $6.57 B | 2.03% | -10.1% | -65.12% | $77.8 | $40.58 |
| 22 | Hamilton Lane Incorporated | $106.83 | 25.52 | $5.96 B | 2.02% | 22.66% | 31.7% | $179.19 | $90.47 |
| 23 | Blue Owl Capital Corporation | $11.78 | 9.38 | $5.88 B | 12.56% | — | 9.4% | $15.19 | $10.52 |
| 24 | Blue Owl Technology Finance Corp. | $12.16 | 7.79 | $5.61 B | 11.51% | — | 12.35% | $21.62 | $10.87 |
| 25 | Sprott Inc. | $145.03 | 57.02 | $5.26 B | 0.87% | 18.57% | 18.67% | $230.43 | $69.83 |
| 26 | HA Sustainable Infrastructure Capital, Inc. | $40.68 | 28.17 | $5.2 B | 4.18% | — | 7.44% | $41.15 | $23.08 |
| 27 | BlackRock, Inc. | $1,055.55 | 27.48 | $3.54 B | 2.19% | 4.7% | 10.72% | $1,219.94 | $845.82 |
| 28 | Cohen & Steers, Inc. | $68.25 | 22.64 | $3.47 B | 4.02% | 23.06% | 26.04% | $83.99 | $58.39 |
| 29 | FS KKR Capital Corp. | $11.3 | 287.7 | $3.16 B | 15.93% | — | 0.18% | $22.68 | $9.72 |
| 30 | Maase Inc. | $10.34 | — | $3.15 B | — | -1.14% | -0.19% | $14 | $2.41 |
| 31 | Artisan Partners Asset Management Inc. | $37.61 | 10.54 | $3.06 B | 8.76% | 33.34% | 49.32% | $48.5 | $33.88 |
| 32 | DigitalBridge Group, Inc. | $15.59 | 20.68 | $2.93 B | 0.26% | -1.6% | -0.92% | $15.6 | $7.74 |
| 33 | Hercules Capital, Inc. | $15.92 | 8.61 | $2.92 B | 10.05% | — | 16.16% | $19.67 | $13.7 |
| 34 | WisdomTree, Inc. | $18.3 | 24.26 | $2.65 B | 0.7% | 14.53% | 26.83% | $18.48 | $8.02 |
| 35 | The Gabelli Dividend & Income Trust | $29.21 | 6 | $2.57 B | 5.87% | — | 15.48% | $29.46 | $21.82 |
| 36 | Acadian Asset Management Inc. | $66.7 | 29.78 | $2.38 B | 0.6% | 31.95% | 1.25% | $68.82 | $24.98 |
| 37 | GCM Grosvenor Inc. | $10.94 | 48.82 | $2.22 B | 4.2% | 19.99% | 7.66% | $13.22 | $9.3 |
| 38 | Patria Investments Limited | $13.31 | 24.8 | $2.12 B | 4.51% | 20.51% | 16.02% | $17.8 | $9.62 |
| 39 | Sixth Street Specialty Lending, Inc. | $19.24 | 10.72 | $1.83 B | 9.56% | — | 10.61% | $25.16 | $16.99 |
| 40 | General American Investors Company, Inc. | $64.05 | — | $1.72 B | — | — | 20.58% | $64.42 | $47.48 |
| 41 | BlackRock Science and Technology Term Trust | $25.42 | 5.43 | $1.71 B | 11.22% | — | 18.54% | $25.17 | $16.12 |
| 42 | BlackRock Capital Allocation Term Trust | $14.8 | 7.12 | $1.58 B | 21.84% | — | 13.39% | $15.41 | $13.5 |
| 43 | The Gabelli Equity Trust Inc. | $5.7 | 4.86 | $1.53 B | 4.95% | — | 15.77% | $6.31 | $5.05 |
| 44 | BlackRock ESG Capital Allocation Term Trust | $14.63 | 7.04 | $1.51 B | 23.08% | — | 12.72% | $17.14 | $13.36 |
| 45 | Blackrock Municipal 2030 Target Term Trust | $22.95 | 26.87 | $1.48 B | 2.64% | — | 3.5% | $23.24 | $20.62 |
| 46 | Capital Southwest Corporation | $23.89 | 13.97 | $1.44 B | 9.55% | — | 11.29% | $24.42 | $19.07 |
| 47 | BlackRock Science and Technology Trust | $41.23 | 5.72 | $1.44 B | 9.95% | — | 17.57% | $44.5 | $30.02 |
| 48 | Trinity Capital Inc. | $16.22 | 9.95 | $1.35 B | 12.58% | — | 14.15% | $17.2 | $13.75 |
| 49 | Abrdn Healthcare Investors | $19.87 | 114.04 | $1.14 B | — | — | 9.16% | $20.46 | $14.98 |
| 50 | Strive Asset Management, LLC | $15.62 | — | $1.08 B | — | -91.13% | -1.11% | $268.4 | $7.02 |
| 51 | FS Credit Opportunities Corp. | $5.25 | 7 | $1.05 B | 15.04% | — | 10.48% | $7.65 | $4.13 |
| 52 | Kayne Anderson BDC, Inc. | $14.66 | 10.38 | $972.31 M | — | — | 8.16% | $16.4 | $13.06 |
| 53 | Blackrock Resources & Commodities Strategy Trust | $12.22 | 4.36 | $938.25 M | 6.82% | — | 26.06% | $13.86 | $8.57 |
| 54 | Virtus Investment Partners, Inc. | $142.17 | 6.77 | $937.57 M | 6.75% | 4.04% | 13.29% | $215.06 | $121.61 |
| 55 | Barings BDC, Inc. | $9.01 | 9.18 | $936.08 M | 11.63% | — | 8.67% | $9.92 | $7.96 |
| 56 | BlackRock Health Sciences Term Trust | $14.54 | 9.36 | $926.65 M | 15.43% | — | — | $15.8 | $13.4 |
| 57 | PennantPark Floating Rate Capital Ltd. | $8.85 | 25.64 | $883.54 M | 13.9% | — | 3.44% | $10.88 | $7.68 |
| 58 | GAMCO Global Gold, Natural Resources & Income Trust | $5.5 | 11.64 | $870.19 M | — | — | 38.97% | $5.88 | $4.15 |
| 59 | Ridgepost Capital, Inc | $7.9 | 44.36 | $865.09 M | 1.9% | 8.68% | 5.81% | $11.29 | $6.79 |
| 60 | New Mountain Finance Corporation | $8.44 | 50.43 | $831.42 M | 15.17% | — | 1.33% | $11.04 | $7.47 |
| 61 | Burford Capital Limited | $4.99 | 17.07 | $790.4 M | 2.52% | — | 2.26% | $1,113 | $286 |
| 62 | Nuveen Churchill Direct Lending Corp. | $14.58 | 10.71 | $702.54 M | — | — | 7.11% | $17.27 | $12.43 |
| 63 | Destiny Tech100 Inc. | $29.28 | 14.98 | $662.65 M | — | — | 17.41% | $50.5 | $19.71 |
| 64 | Invesco Municipal Opportunity Trust | $9.74 | 27.73 | $658.21 M | 2.28% | — | -5.66% | $10.1 | $8.9 |
| 65 | Gladstone Investment Corporation | $15.89 | 5.25 | $630.78 M | 6.04% | — | 22.16% | $16 | $13.11 |
| 66 | Invesco Senior Income Trust | $3.14 | — | $609.06 M | 6.7% | — | 5.4% | $3.83 | $3.02 |
| 67 | Invesco Value Municipal Income Trust | $12.35 | 28.06 | $589.81 M | 2.37% | — | -4.48% | $13.17 | $11.2 |
| 68 | AlTi Global, Inc. | $3.83 | — | $566.53 M | — | -7.37% | -13.41% | $5.45 | $2.96 |
| 69 | Invesco Trust for Investment Grade Municipals | $10.29 | 27.74 | $558.04 M | 2.15% | — | -5.38% | $10.66 | $9.37 |
| 70 | Invesco Municipal Trust | $9.79 | 26.98 | $542.57 M | 2.21% | — | -5.33% | $9.99 | $8.94 |
| 71 | BlackRock Enhanced International Dividend Trust | $5.8 | 6.46 | $536.53 M | 8.76% | — | 14.68% | $6.23 | $5.19 |
| 72 | Invesco Quality Municipal Income Trust | $9.94 | 27.07 | $526.56 M | 2.66% | — | -5.02% | $10.42 | $9.06 |
| 73 | BlackRock Health Sciences Trust | $39.65 | 6.72 | $520.03 M | 7.88% | — | 13.81% | $42.74 | $34.93 |
| 74 | Invesco California Value Municipal Income Trust | $10.66 | 28.69 | $509.32 M | 1.77% | — | -7.53% | $11.38 | $9.65 |
| 75 | Eagle Point Credit Company Inc. | $4.01 | — | $503.25 M | 41.53% | — | -11.24% | $8.23 | $3.46 |
| 76 | Diamond Hill Investment Group, Inc. | $174.97 | 9.7 | $473.21 M | 3.47% | 16.3% | 29.12% | $173.7 | $114.11 |
| 77 | Invesco Trust for Investment Grade New York Municipals | $11.29 | — | $465.04 M | — | — | -6.36% | $12.1 | $9.81 |
| 78 | BNY Mellon Strategic Municipals, Inc. | $6.45 | 200.58 | $401.16 M | 3.78% | — | -2.99% | $6.55 | $5.67 |
| 79 | Invesco Advantage Municipal Income Trust II | $8.95 | — | $397.19 M | — | — | -5.62% | $9.6 | $8.04 |
| 80 | Source Capital | $46.3 | 6.55 | $386.7 M | 5.43% | — | 15.78% | $50.41 | $39.55 |
| 81 | CION Investment Corporation | $7.53 | — | $380.24 M | 5.31% | — | -2.7% | $10.93 | $6.5 |
| 82 | Saratoga Investment Corp. | $23.25 | 9.64 | $371.57 M | 12.48% | — | 9.78% | $25.64 | $20.78 |
| 83 | Innventure, Inc. | $6.19 | — | $368.32 M | — | -22.59% | -76.06% | $6.96 | $2.36 |
| 84 | Eaton Vance Floating-Rate Income Trust | $10.91 | 23.62 | $352.87 M | 2.42% | — | 3.74% | $12.67 | $10.34 |
| 85 | Barings Corporate Investors | $17.94 | — | $343.54 M | — | — | 8.19% | $23 | $17.24 |
| 86 | Putnam Premier Income Trust | $3.55 | 19 | $342.46 M | — | — | 6.84% | $3.77 | $3.42 |
| 87 | PennantPark Investment Corporation | $4.67 | 12.1 | $309.8 M | 12.9% | — | 5.38% | $7.53 | $4.29 |
| 88 | Angel Oak Financial Strategies Income Term Trust | $12.83 | — | $306.52 M | 4.72% | — | 11.24% | $13.55 | $12.38 |
| 89 | Stellus Capital Investment Corporation | $9.91 | 10.86 | $293.81 M | 13.72% | — | 7.3% | $15.39 | $8.43 |
| 90 | Invesco Municipal Income Opportunities Trust | $6.13 | 17.01 | $291.14 M | 4.66% | — | -4.89% | $6.4 | $5.51 |
| 91 | Runway Growth Finance Corp. | $6.73 | 8.39 | $285.79 M | 19.61% | — | 6.81% | $11.4 | $6.37 |
| 92 | BlackRock Innovation and Growth Term Trust | $7.48 | 31.29 | $271.76 M | 25.57% | — | 0.64% | $7.5 | $5.63 |
| 93 | Franklin Limited Duration Income Trust | $5.99 | 7.24 | $242.84 M | — | — | 6.23% | $6.55 | $5.7 |
| 94 | Eagle Point Income Company Inc. | $9.94 | — | $226.01 M | 19.03% | — | -0.37% | $14.8 | $9.17 |
| 95 | Invesco Pennsylvania Value Municipal Income Trust | $10.54 | — | $225.19 M | — | — | -3.26% | $11.31 | $9.61 |
| 96 | Tortoise Energy Infrastructure Corporation | $48.11 | 11.46 | $221.82 M | 5.39% | — | 2.51% | $51.18 | $37.77 |
| 97 | Chicago Atlantic BDC, Inc. | $9.48 | 6.5 | $216.34 M | 14.35% | — | 11.01% | $11.44 | $9.16 |
| 98 | Franklin Universal Trust | $8.27 | 6.11 | $207.97 M | 6.25% | — | 9.18% | $8.35 | $7.11 |
| 99 | Sound Point Meridian Capital, Inc. | $9.45 | — | $207.27 M | 13.62% | — | 21.62% | $20.2 | $8.36 |
| 100 | Eaton Vance Municipal Income 2028 Term Trust | $18.51 | 31.85 | $206.73 M | 4.41% | — | 4.19% | $20 | $17.67 |
| 101 | SWK Holdings Corporation | $15.9 | — | $192.33 M | 0% | 9.73% | -0.97% | $20.49 | $13.17 |
| 102 | Waton Financial Limited | $4.41 | — | $189.32 M | — | -80.96% | -1.03% | $9.23 | $2.71 |
| 103 | Ellington Credit Company | $4.63 | 11.96 | $177.11 M | 17.91% | — | -2.82% | $6.08 | $4.27 |
| 104 | Silvercrest Asset Management Group Inc. | $13.4 | 32.81 | $160.28 M | 6.12% | 5.89% | 7.88% | $16.99 | $12.79 |
| 105 | Westwood Holdings Group, Inc. | $16.66 | 22.58 | $159.34 M | 3.57% | 3.92% | 5.68% | $18.99 | $14.51 |
| 106 | Putnam Master Intermediate Income Trust | $3.28 | 13.79 | $158.85 M | 5.21% | — | 6.45% | $3.5 | $3.14 |
| 107 | The Gabelli Multimedia Trust Inc. | $4.11 | 48.26 | $146.72 M | — | — | 21.05% | $4.76 | $3.75 |
| 108 | DeFi Development Corp. | $4.72 | 2.01 | $141 M | — | -77.2% | -1.44% | $53.88 | $2.96 |
| 109 | The Gabelli Healthcare & Wellness Trust | $9.2 | 59.96 | $137.32 M | 7.28% | — | 1.39% | $10.05 | $8.93 |
| 110 | The Gabelli Global Small and Mid Cap Value Trust | $16.27 | 5.44 | $124.31 M | 4.17% | — | 16.47% | $16.8 | $11.23 |
| 111 | OIO Group | $2.94 | — | $120.43 M | — | -4.5% | -23.18% | $3.85 | $2.72 |
| 112 | The Gabelli Global Utility & Income Trust | $19.85 | 31.59 | $117.04 M | — | — | 24.04% | $21.69 | $15.52 |
| 113 | Solana Company | $2.12 | — | $116.67 M | — | -7.02% | -27.08% | $265.5 | $1.59 |
| 114 | Eaton Vance Senior Income Trust | $5.01 | — | $106.46 M | — | — | 6.4% | $5.75 | $4.84 |
| 115 | Royce Global Trust, Inc. | $14.76 | 5.08 | $96.2 M | 1.36% | — | 96.53% | $14.99 | $9.98 |
| 116 | Nuveen Select Tax-Free Income Portfolio | $14.35 | 9.95 | $94.97 M | — | — | 1.13% | $14.65 | $13.59 |
| 117 | Cypherpunk Technologies Inc. | $0.87 | 16.21 | $78.17 M | — | -23.13% | 5.11% | $3.7 | $0.23 |
| 118 | Pearl Diver Credit Company Inc. | $10.58 | — | $72.64 M | 12.95% | — | -16.54% | $19.6 | $9.5 |
| 119 | Great Elm Group, Inc. | $2.17 | — | $71.06 M | — | -5.55% | -20.39% | $3.51 | $1.8 |
| 120 | Advanced Flower Capital Inc. | $2.83 | — | $65.41 M | 16.8% | — | -10.97% | $5.87 | $2.06 |
| 121 | MFS Investment Grade Municipal Trust | $8.36 | — | $65.23 M | — | — | 0.16% | $8.4 | $7.34 |
| 122 | Invesco High Income Trust II | $10.46 | — | $64.97 M | — | — | 6.48% | $11.43 | $9.85 |
| 123 | Avax One Technology Ltd. | $0.6 | — | $57.45 M | — | -94.12% | -33.14% | $22.5 | $0.47 |
| 124 | The Generation Essentials Group | $1.1 | — | $53.31 M | — | 2.99% | 7.22% | $37.02 | $0.78 |
| 125 | The Marygold Companies, Inc. | $1.15 | — | $49.23 M | — | -28.12% | -14.86% | $1.38 | $0.64 |
| 126 | Mount Logan Capital Inc. | $4.25 | 16.27 | $48.48 M | 2.77% | -7.97% | -62.4% | $8.74 | $3.31 |
| 127 | Beneficient | $3.28 | — | $45.06 M | — | -34.17% | -14.91% | $12.48 | $1.75 |
| 128 | Royalty Management Holding Corporation | $2.98 | — | $43.63 M | 0.35% | -2% | -5.32% | $5 | $0.98 |
| 129 | FG Nexus Inc. | $6.58 | — | $42.97 M | 4.16% | -13.49% | -62.14% | $206.25 | $4.17 |
| 130 | U.S. Global Investors, Inc. | $2.7 | 349.68 | $34.27 M | 3.33% | -6.46% | 0.21% | $3.65 | $2.07 |
| 131 | Binah Capital Group, Inc. | $1.95 | 14.21 | $32.76 M | 3.22% | 3.3% | 13.4% | $3.44 | $1.36 |
| 132 | Investcorp Credit Management BDC, Inc. | $1.9 | — | $28.83 M | 15% | — | -12.74% | $3.18 | $1.29 |
| 133 | Bonk, Inc. | $3.2 | — | $22.93 M | — | -98.55% | -4.15% | $46.9 | $2.29 |
| 134 | Equus Total Return, Inc. | $1.38 | 0.01 | $21.24 M | 1834.11% | — | -44.7% | $2.49 | $0.74 |
| 135 | ZeroStack Corp. | $7.42 | — | $16.53 M | — | -9.28% | -3.08% | $47 | $4.76 |
| 136 | CaliberCos Inc. | $1.18 | — | $8.75 M | — | -6.06% | -1.23% | $48 | $0.95 |
| 137 | AlphaTON Capital Corp. | $0.32 | — | $7.5 M | — | -659.38% | -3.11% | $15.82 | $0.28 |
| 138 | TaoWeave, Inc. | $1.73 | — | $5.76 M | — | -42.12% | -1.15% | $5.5 | $0.58 |
| 139 | BNB Plus Corp. | $0.56 | — | $3.07 M | — | -813.09% | -1.99% | $14.23 | $0.52 |
| 140 | BlackRock Utilities, Infrastructure & Power Opportunities Trust | $26.87 | — | — | — | — | 18.79% | $29.27 | $20.91 |
| 141 | GAMCO Natural Resources, Gold & Income Trust | $9.02 | — | — | — | — | 40.45% | $9.3 | $5.87 |
| 142 | Western Asset Investment Grade Opportunity Trust Inc. | $16.33 | — | — | — | — | 5.67% | $17.09 | $15.78 |
| 143 | XAI Octagon Floating Rate & Alternative Income Trust | $17.98 | — | — | — | — | 2.19% | $18.15 | $2.98 |