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5Y Price (Market Cap Weighted)

All Stocks (395)

Company Market Cap Price
PSEC Prospect Capital Corporation
Asset management/fund management activities are implied by their structure as a public investment company and its portfolio management.
$1.20B
$2.62
-1.69%
BRDG Bridge Investment Group Holdings Inc.
Bridge Investment Group is an asset manager delivering asset management and fund management services for real estate and alternative investments.
$1.20B
$9.60
PX P10, Inc.
Core asset management services across a multi-strategy private markets platform.
$1.19B
$10.37
-2.26%
AAT American Assets Trust, Inc.
AAT engages in asset management for its portfolio and related investments.
$1.16B
$19.00
+0.24%
VRTS Virtus Investment Partners, Inc.
Virtus operates a diversified asset management platform with a multi-boutique model, core to its business and revenue through asset-based fees.
$1.14B
$163.98
-0.62%
CNNE Cannae Holdings, Inc.
CNNE functions as an asset manager/holding company with active capital allocation across its portfolio.
$1.13B
$17.89
-0.20%
CSWC Capital Southwest Corporation
Internally managed structure and asset base management point to asset management activities.
$1.10B
$20.23
-0.88%
OBK Origin Bancorp, Inc.
Strategic involvement with Argent Financial indicates potential asset management/brokerage income.
$1.08B
$35.31
+2.24%
NMFC New Mountain Finance Corporation
As a DMA-like vehicle, NMFC manages a diversified debt portfolio and investments for its shareholders, aligning with asset management activities.
$1.04B
$9.60
-0.52%
KW Kennedy-Wilson Holdings, Inc.
Investment management and asset management platforms are a central growth engine and recurring revenue source for KW.
$1.03B
$7.53
+0.94%
PEBO Peoples Bancorp Inc.
PEBO engages in asset management/trust activities, contributing to fee income and advisory services.
$1.02B
$28.96
+0.77%
SUPV Grupo Supervielle S.A.
Asset management and brokerage services via InvertirOnline (IOL).
$1.02B
$11.17
-3.04%
BRKL Brookline Bancorp, Inc.
Asset management capabilities are part of BRKL's wealth management division.
$975.70M
$10.95
CGBD Carlyle Secured Lending, Inc.
Asset management/fund management operations are a primary service provided to investors in its BDC structure.
$932.43M
$12.49
-2.31%
TMP Tompkins Financial Corporation
Asset management and custody-like activities are part of TMP’s wealth management operations.
$922.90M
$64.02
+0.10%
BCSF Bain Capital Specialty Finance, Inc.
BCSF is an externally managed BDC; asset management services are provided through Bain Capital's platform.
$918.54M
$13.92
-1.69%
FMBH First Mid Bancshares, Inc.
Asset management services fueling wealth management revenues.
$869.36M
$35.24
-2.75%
UVSP Univest Financial Corporation
Wealth management operations contribute to asset management revenue via advisory and AUM.
$854.07M
$29.83
+0.61%
GDLC Grayscale CoinDesk Crypto 5 ETF
GDLC is an asset management fund that manages a diversified basket of large-cap digital assets for investors.
$846.68M
$52.05
-2.63%
SBSI Southside Bancshares, Inc.
Asset management services are part of SBSI's diversified financial services through wealth/trust operations.
$840.14M
$28.18
+0.90%
AMAL Amalgamated Financial Corp.
Provides investment management and trust services as a key offering.
$834.18M
$27.69
+1.54%
OSBC Old Second Bancorp, Inc.
Asset management aligns with OSBC’s wealth management and advisory services.
$825.88M
$18.25
-0.41%
NOAH Noah Holdings Limited
Noah's core business encompasses asset management and brokerage services, including wealth management and distribution of investment products.
$798.30M
$11.38
+0.31%
CPF Central Pacific Financial Corp.
Asset Management captures CPF's broader money management and wealth management capabilities.
$764.50M
$29.00
+2.33%
MOFG MidWestOne Financial Group, Inc.
Asset management including wealth management and related services.
$750.87M
$36.52
+1.23%
HBT HBT Financial, Inc.
Wealth management and asset management services contribute to noninterest income and client services.
$746.76M
$24.02
+1.31%
HBIA Hills Bancorporation
HBIA earns trust fees and manages assets, indicating Asset Management & Brokerage activities.
$735.54M
$77.65
BFST Business First Bancshares, Inc.
BFST leverages asset management through Smith Shellnut Wilson, providing asset management services.
$734.65M
$24.75
+0.04%
RWT Redwood Trust, Inc.
Asset management for housing credit investments, including platform-based investment management (Redwood Investments).
$730.82M
$5.33
-3.01%
NCDL Nuveen Churchill Direct Lending Corp.
Asset management business, managing BDC investments and private credit allocations.
$726.57M
$14.32
-0.90%
OPY Oppenheimer Holdings Inc.
The company provides comprehensive asset management and wealth management services with record AUM, positioning Asset Management as a major business line.
$724.36M
$68.52
-0.44%
FDUS Fidus Investment Corporation
FDUS operates within asset management/fund management, aligning with an asset management category.
$724.05M
$20.43
-1.23%
EQBK Equity Bancshares, Inc.
Potential asset management and wealth management services (trust, advisory) as part of diversified fee-based offerings.
$720.41M
$40.95
-0.45%
TRST TrustCo Bank Corp NY
TrustCo maintains assets under management and provides wealth management/trust services, i.e., Asset Management & Brokerage.
$716.09M
$37.87
+0.58%
AMTB Amerant Bancorp Inc.
Amerant has asset management capabilities via Amerant Investments, Inc., reflecting Asset Management.
$699.80M
$17.16
+2.54%
HBNC Horizon Bancorp, Inc.
Asset Management reflects Horizon’s private wealth management services described in the report.
$698.94M
$15.75
-0.63%
BRSP BrightSpire Capital, Inc.
In-house asset management and fund management capabilities position BrightSpire as an asset management & brokerage platform.
$681.01M
$5.17
-1.05%
CCBG Capital City Bank Group, Inc.
Wealth management and brokerage services with assets under management and advisory components.
$672.31M
$39.78
+0.91%
TIPT Tiptree Inc.
Tiptree Capital's liquid investment portfolio is managed by TIPT's asset-management arm, constituting Asset Management.
$660.32M
$17.65
+0.23%
CAC Camden National Corporation
Asset Management captures wealth management and related advisory activities indicated by AUM growth.
$655.97M
$38.66
-0.39%
AC Associated Capital Group, Inc.
AC provides asset management services managing funds and discretionary accounts.
$653.58M
$30.92
ORRF Orrstown Financial Services, Inc.
Wealth management/asset management income is described as a material noninterest income stream.
$647.68M
$33.55
+1.05%
VINP Vinci Compass Investments Ltd.
VINP's core business is asset management and fund management across Latin America as an alternative platform.
$644.83M
$11.38
+0.44%
UROY Uranium Royalty Corp.
The company operates as an asset manager via acquiring royalties and managing a diversified asset portfolio, aligning with asset management.
$642.58M
$4.86
+0.94%
MSIF MSC Income Fund, Inc.
MSIF is an asset manager issuing a BDC and managing investments for shareholders.
$642.34M
$12.66
+0.04%
THFF First Financial Corporation
THFF offers trust and financial services, implying asset management and brokerage activities.
$633.42M
$54.76
+2.45%
RHLD Resolute Holdings Management, Inc.
RHLD's core business is asset management services and structuring a platform around recurring fee-based revenue.
$620.44M
$73.32
+0.76%
SMBC Southern Missouri Bancorp, Inc.
Asset management and related advisory services implied by wealth management activities.
$597.43M
$53.00
+0.25%
FCBC First Community Bankshares, Inc.
Asset Management & Brokerage covers wealth management and related services.
$588.95M
$32.51
+0.90%
SPFI South Plains Financial, Inc.
SPFI offers investment services, which aligns with Asset Management.
$583.06M
$36.40
+1.31%
FISI Financial Institutions, Inc.
Asset management / wealth management services (Courier Capital) with AUM.
$581.57M
$28.90
-0.07%
ALTI AlTi Global, Inc.
AlTi is an independent global fiduciary asset manager focused on UHNW clients, with significant AUM and recurring asset management services.
$563.99M
$3.87
-0.51%
MPB Mid Penn Bancorp, Inc.
Asset Management/Wealth Management services, including trust services, delivered by MPB.
$557.77M
$28.99
+0.76%
ALRS Alerus Financial Corporation
Asset management and wealth advisory services tied to wealth mgmt and AUM growth.
$531.92M
$21.00
+0.12%
ABL Abacus Global Management, Inc.
Core business is asset management across Life Solutions, Asset Management, and ABL Tech segments.
$516.23M
$5.29
-0.75%
GAIN Gladstone Investment Corporation
Asset management activities underpin the fund's investment management and governance.
$512.78M
$13.87
-0.40%
CCNE CNB Financial Corporation
Asset management is part of CNB's diversified financial services offering.
$509.59M
$24.30
+0.06%
CION CION Investment Corporation
CION operates as an asset manager overseeing investments and fund portfolios.
$491.05M
$9.16
-1.66%
TCPC BlackRock TCP Capital Corp.
Operates as an asset management firm managing private credit investments and funds.
$490.67M
$5.71
-1.13%
FMNB Farmers National Banc Corp.
Wealth management-related activities (trust, retirement planning) fit Asset Management & Brokerage.
$487.07M
$13.00
+0.46%
ITIC Investors Title Company
Asset management services for trusts and investment management capabilities.
$481.09M
$258.75
+1.45%
PFIS Peoples Financial Services Corp.
PFIS offers wealth management/asset management services as part of its noninterest income.
$470.39M
$47.01
-0.11%
PGC Peapack-Gladstone Financial Corporation
Wealth management is a stable, recurring revenue pillar with significant AUM.
$455.81M
$25.81
+0.43%
RRBI Red River Bancshares, Inc.
Asset Management & Brokerage aligns with RRBI's noninterest income driven by brokerage activity and potential asset management services.
$450.75M
$67.90
+2.26%
BWB Bridgewater Bancshares, Inc.
The company provides asset management services through its investment management subsidiary, generating asset management revenue.
$450.56M
$16.59
+1.04%
BHB Bar Harbor Bankshares
Wealth management and AUM growth indicate asset management services.
$448.01M
$29.59
+1.20%
FRPH FRP Holdings, Inc.
Asset Management – management of a diversified real estate portfolio and JV assets.
$441.87M
$23.44
+1.25%
AROW Arrow Financial Corporation
Wealth management provides asset management and advisory services to clients.
$440.90M
$27.44
+3.78%
FFWM First Foundation Inc.
FFWM's wealth management operations align with Asset Management capabilities and services against client portfolios.
$439.12M
$5.36
+0.56%
COFS ChoiceOne Financial Services, Inc.
ChoiceOne offers asset management and wealth management services (trust and related).
$434.69M
$29.32
+1.09%
GLAD Gladstone Capital Corporation
GLAD operates as an asset management entity within the context of managing its investment portfolio for shareholders/investors.
$434.09M
$19.13
-1.59%
PNNT PennantPark Investment Corporation
PNNT manages investment portfolios for shareholders, i.e., asset management activities.
$425.73M
$6.46
-1.00%
BMRC Bank of Marin Bancorp
BMRC offers asset management services through wealth management capabilities.
$420.16M
$25.88
-0.12%
GLRE Greenlight Capital Re, Ltd.
Solasglas and DME Advisors constitute GLRE's asset management/investment management function.
$419.16M
$12.19
+0.45%
FBIZ First Business Financial Services, Inc.
FBIZ engages in Asset Management via Private Wealth Management and related advisory services.
$412.45M
$49.64
+0.12%
DEFT DeFi Technologies Inc.
DeFi Technologies functions as an asset manager providing regulated digital asset exposure through ETPs and related vehicles.
$407.43M
$1.80
-6.48%
BOC Boston Omaha Corporation
BOC has a wind-down of its Asset Management segment; it provides asset management services to fund partners.
$407.01M
$12.88
-0.46%
BRBS Blue Ridge Bankshares, Inc.
BRB Financial Group provides wealth management and asset management services to clients.
$399.36M
$4.53
+3.31%
XOMA XOMA Royalty Corp.
XOMA provides asset management of royalty streams and monetizes IP-derived cash flows.
$399.04M
$33.06
-0.85%
PSBD Palmer Square Capital BDC Inc.
PSBD operates as an externally managed BDC, i.e., an asset management & brokerage entity managing investment portfolios for investors.
$396.57M
$12.16
-0.73%
RWAY Runway Growth Finance Corp.
As an asset manager operating a BDC, the firm provides asset management services to investors.
$369.37M
$9.79
-1.01%
DHIL Diamond Hill Investment Group, Inc.
Asset management and brokerage services are DHIL's core offering, including fund management and client accounts.
$354.87M
$126.05
-3.11%
VALU Value Line, Inc.
Has an unconsolidated interest in EULAV Asset Management, creating a material asset-management income stream.
$348.81M
$37.80
+1.97%
MSBI Midland States Bancorp, Inc.
MSBI derives wealth management revenue and provides asset management services.
$345.85M
$16.11
-0.28%
SCM Stellus Capital Investment Corporation
As an investment manager, SCM derives management fees and oversees portfolio investments, aligning with asset management activities.
$343.84M
$11.89
-1.69%
PBFS Pioneer Bancorp, Inc.
PBFS offers wealth management services through Pioneer Financial Services, Inc., representing asset management for clients.
$337.64M
$13.12
+0.50%
CIVB Civista Bancshares, Inc.
Wealth management services and asset custody/management are part of CIVB's offering.
$335.99M
$21.78
+0.60%
FMAO Farmers & Merchants Bancorp, Inc.
Wealth management/asset management services through FM Investment Services.
$315.65M
$23.45
+1.91%
ONIT Onity Group Inc.
Asset Management encompasses management of mortgage-related assets (MSRs, whole loans, securitization) and related services.
$299.76M
$37.69
+0.69%
CZNC Citizens & Northern Corporation
Asset Management & Brokerage includes trust and related asset management services provided by the bank.
$298.12M
$19.48
+1.25%
BMNR Bitmine Immersion Technologies, Inc.
BMNR manages digital asset treasuries (Bitcoin and Ethereum), aligning with asset management activity.
$287.87M
$46.56
-6.42%
HRZN Horizon Technology Finance Corporation
The company operates funds/portfolios under asset management, aligning with Asset Management.
$279.53M
$6.58
+0.23%
FNLC The First Bancorp, Inc.
Asset Management services are part of the bank's wealth management platform.
$274.23M
$24.73
+1.02%
OBT Orange County Bancorp, Inc.
Asset management activities are a core wealth management offering with assets under management exceeding $1.7B.
$266.83M
$24.30
+3.67%
MBCN Middlefield Banc Corp.
Asset management via Middlefield Investments providing portfolio management services.
$262.32M
$32.93
+1.45%
ISBA Isabella Bank Corporation
ISBA engages in asset management related to wealth management and client portfolios.
$259.27M
$35.49
+1.07%
CZFS Citizens Financial Services, Inc.
Engages in asset management related activities, including investment management services.
$255.12M
$53.70
+0.19%
FDBC Fidelity D & D Bancorp, Inc.
Asset management services (trust, wealth management) implied by deposits/trust revenue mix and advisory model.
$248.75M
$43.88
+1.74%
OZ Belpointe PREP, LLC
The company is externally managed and engages in asset management for its real estate portfolio.
$246.29M
N/A
CHMG Chemung Financial Corporation
Wealth management activities contribute to Asset Management, including advisory and brokerage services.
$245.22M
$51.15
-0.08%
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ABL Abacus Global Management, Inc.

Abacus Global Management Sells $50 Million of Securitized Life Insurance Assets to Institutional Investors

Oct 23, 2025
XOMA XOMA Royalty Corp.

XOMA Royalty Amends Purchase Agreement with LAVA Therapeutics, Adjusts Cash Offer and CVR Terms

Oct 17, 2025
VINP Vinci Compass Investments Ltd.

Vinci Compass Announces Acquisition of 50.1% Stake in Verde Asset Management

Oct 06, 2025
PSBD Palmer Square Capital BDC Inc.

Palmer Square Capital BDC Declares Third Quarter 2025 Supplemental Dividend of $0.06

Sep 22, 2025
PSBD Palmer Square Capital BDC Inc.

Palmer Square Capital Management Launches Europe's First Passive CLO ETF

Aug 06, 2025
PSBD Palmer Square Capital BDC Inc.

Palmer Square Capital BDC Declares Second Quarter 2025 Supplemental Dividend of $0.06

Jun 20, 2025
PSBD Palmer Square Capital BDC Inc.

Palmer Square Capital Management Celebrates 10-Year Anniversary of CLO Indices

May 29, 2025
PSBD Palmer Square Capital BDC Inc.

Palmer Square Capital BDC Announces First Quarter 2025 Financial Results and Recalibrates Base Dividend

May 07, 2025
PSBD Palmer Square Capital BDC Inc.

Palmer Square Capital BDC Declares First Quarter 2025 Supplemental Dividend of $0.03

Mar 21, 2025
PSBD Palmer Square Capital BDC Inc.

Palmer Square Capital BDC Reports Unaudited NAV Per Share for February 28, 2025

Mar 14, 2025
PSBD Palmer Square Capital BDC Inc.

Palmer Square Capital BDC Announces Fourth Quarter and Full Year 2024 Financial Results

Feb 27, 2025
PSBD Palmer Square Capital BDC Inc.

Palmer Square Capital Management Plans Launch of First European CLO ETFs

Jan 08, 2025
PSBD Palmer Square Capital BDC Inc.

Palmer Square Capital BDC Declares Fourth Quarter 2024 Supplemental Dividend of $0.06

Dec 20, 2024
PSBD Palmer Square Capital BDC Inc.

Palmer Square Capital BDC Announces Third Quarter 2024 Financial Results and Fourth Quarter Base Dividend

Nov 05, 2024
PSBD Palmer Square Capital BDC Inc.

Palmer Square Capital BDC Reports Second Quarter 2024 Financial Results

Aug 06, 2024
KW Kennedy-Wilson Holdings, Inc.

Kennedy Wilson to Acquire Toll Brothers' Apartment Living Platform for $347 Million, Adding Over $5 Billion AUM

Sep 18, 2025
KW Kennedy-Wilson Holdings, Inc.

Kennedy Wilson Reports Strong Q2 2025 Results with Record AUM and Investment Management Fees

Aug 06, 2025
KW Kennedy-Wilson Holdings, Inc.

Kennedy Wilson Fund Acquires 700 Multifamily Units in Western U.S. for $166 Million

Jun 27, 2025
KW Kennedy-Wilson Holdings, Inc.

Kennedy Wilson Acquires 265-Unit Multifamily Community in Seattle for $173 Million

Jun 13, 2025
KW Kennedy-Wilson Holdings, Inc.

Kennedy Wilson Reports Q1 2025 Results: GAAP Net Loss Amidst Strong Multifamily NOI Growth and Investment Management Expansion

May 07, 2025
KW Kennedy-Wilson Holdings, Inc.

Kennedy Wilson Expands Credit Platform with New Preferred Equity and Mezzanine Investment Platform

Apr 21, 2025
KW Kennedy-Wilson Holdings, Inc.

Kennedy Wilson and AXA IM Alts Complete $510 Million Refinancing of Irish Apartment Portfolio

Apr 14, 2025
KW Kennedy-Wilson Holdings, Inc.

Kennedy Wilson Reports Strong Q4 and Full Year 2024 Results, Driven by Fee Growth and Debt Reduction

Feb 26, 2025
KW Kennedy-Wilson Holdings, Inc.

Kennedy Wilson Closes $1.4 Billion in Construction Loans in Q4 2024, Totaling $3.5 Billion for the Year

Feb 10, 2025
KW Kennedy-Wilson Holdings, Inc.

Kennedy Wilson Funds Phoenix Multifamily Development with Senior Construction Loan

Dec 18, 2024
KW Kennedy-Wilson Holdings, Inc.

Kennedy Wilson Originates $175 Million Construction Loan for Jersey City Multifamily Project

Nov 12, 2024
KW Kennedy-Wilson Holdings, Inc.

Kennedy Wilson Reports Third Quarter 2024 Results with $66.6 Million Net Loss

Nov 06, 2024
KW Kennedy-Wilson Holdings, Inc.

Kennedy Wilson and CPP Investments Launch £1 Billion UK Single-Family Rental Housing Joint Venture

Oct 24, 2024
KW Kennedy-Wilson Holdings, Inc.

Kennedy Wilson Highlights Strategic Focus and Portfolio Strength in October Investor Presentation

Oct 15, 2024
KW Kennedy-Wilson Holdings, Inc.

Chuck Royce's Firm Increases Stake in Kennedy Wilson Holdings

Sep 30, 2024
NOAH Noah Holdings Limited

Noah Holdings Reports Strong Q2 2025 Profitability Rebound and Accelerating Overseas Momentum

Aug 27, 2025
NOAH Noah Holdings Limited

ARK Wealth Management Hosts Inaugural Global Chinese Wealth Management and Inheritance Summit in Singapore

Aug 01, 2025
NOAH Noah Holdings Limited

Noah Holdings Shareholders Approve Final and Special Dividends for 2024

Jun 12, 2025
NOAH Noah Holdings Limited

Noah Holdings Reports Strong Profitability Rebound in Q1 2025 Driven by Operational Efficiency and Overseas Growth

May 28, 2025
NOAH Noah Holdings Limited

Noah Holdings Chairwoman Outlines 2024 Transformation and 2025 Strategic Priorities

Apr 24, 2025
NOAH Noah Holdings Limited

Noah Holdings Earns Recognition for ESG Excellence in S&P Global Sustainability Yearbook

Apr 17, 2025
NOAH Noah Holdings Limited

ARK Wealth Management Recognized with Two Prestigious Best Wealth Manager Awards

Apr 15, 2025
NOAH Noah Holdings Limited

Noah Holdings Reports Full-Year 2024 Results Amidst Strategic Transformation and Overseas Expansion

Mar 25, 2025
NOAH Noah Holdings Limited

ARK Group Expands Overseas Headquarters in Singapore to Bolster Global Growth

Mar 05, 2025
NOAH Noah Holdings Limited

ARK Wealth Management's H1 2025 CIO Report Advocates for 'Anti-Fragile' Investment Strategy

Feb 18, 2025
NOAH Noah Holdings Limited

ARK Wealth Management Summit Highlights Global Asset Allocation and AI Opportunities

Jan 17, 2025
NOAH Noah Holdings Limited

Noah Holdings Executes Share Repurchase Program to Enhance Shareholder Value

Dec 11, 2024
NOAH Noah Holdings Limited

Noah Holdings Showcases Global Expansion and Innovative Solutions at 2024 Corporate Open Day

Dec 09, 2024
NOAH Noah Holdings Limited

Noah Holdings Reports Q3 2024 Financial Results, Highlighting Overseas Growth

Nov 26, 2024
VINP Vinci Compass Investments Ltd.

Vinci Compass Reports Robust Q2 2025 Earnings with 85% Revenue Growth and Increased Performance Fees

Aug 12, 2025
VINP Vinci Compass Investments Ltd.

Vinci Compass Reports Q1 2025 Earnings: Strong Fundraising in Credit Amidst AUM Decline and Dividend Adjustment

May 12, 2025
VINP Vinci Compass Investments Ltd.

Vinci Compass Reports Strong Q4 and Full Year 2024 Results, AUM Surges 377% to R$327 Billion

Feb 26, 2025
VINP Vinci Compass Investments Ltd.

Vinci Compass Provides Update on Compass Integration, Reports Proforma AUM of US$54 Billion

Nov 25, 2024
VINP Vinci Compass Investments Ltd.

Vinci Partners Reports Solid Third Quarter 2024 Earnings with 8% AUM Growth and Increased Dividends

Nov 07, 2024
VINP Vinci Compass Investments Ltd.

Vinci Partners Launches New Forestry Strategy with Acquisition of Lacan, Adding R$1.5 Billion in AUM

Nov 04, 2024

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