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Market Cap Distribution

Price Performance Heatmap

5Y Price (Market Cap Weighted)

All Stocks (130)

%
Company Market Cap Price
NOAH Noah Holdings Limited 75%
Noah distributes actively managed investment funds (Mutual Funds) from global GPs and generates investment product revenues.
$774.39M
$11.01
-7.25%
AMTB Amerant Bancorp Inc. 72%
Mutual funds / actively managed investment products offered through Amerant's wealth platform.
$762.54M
$18.23
-3.90%
CAC Camden National Corporation 60%
Presence of brokerage and funds suggests mutual funds are part of client investment products.
$672.20M
$39.77
+1.74%
AC Associated Capital Group, Inc. 80%
AC manages actively managed mutual funds as part of its asset management offerings.
$653.58M
$30.92
-7.43%
ABL Abacus Global Management, Inc. 85%
Asset Management is a core revenue driver with active funds management (Mutual Funds) and heavy AUM contribution from Carlisle and FCF Advisors.
$555.94M
$5.74
-4.01%
SUPV Grupo Supervielle S.A. 70%
IOL provides mutual funds and asset management capabilities via the brokerage platform.
$506.42M
$5.72
-9.21%
FFWM First Foundation Inc. 65%
Wealth platform likely includes actively managed mutual funds as part of client investment options.
$461.36M
$5.60
+1.08%
AROW Arrow Financial Corporation 60%
Mutual funds are part of the wealth management product suite.
$458.57M
$27.79
+1.04%
DHIL Diamond Hill Investment Group, Inc. 90%
Offers actively managed mutual funds as a major product category.
$370.83M
$135.95
-3.02%
CIVB Civista Bancshares, Inc. 60%
Mutual funds are listed among wealth-management products/services Civista may offer.
$320.62M
$20.66
+0.19%
CBAN Colony Bankcorp, Inc. 60%
Wealth-management activities often include mutual funds/product portfolios; relevant as a product category.
$290.61M
$16.86
+1.17%
ISBA Isabella Bank Corporation 65%
Wealth management product offerings may include actively managed mutual funds as part of ISBA's investment options.
$259.44M
$35.25
+0.03%
CHMG Chemung Financial Corporation 75%
Wealth management offerings may include mutual fund products within the client advisory mix.
$252.50M
$53.62
+1.06%
OZ Belpointe PREP, LLC 55%
OZ operates as a publicly traded, actively managed investment vehicle (Qualified Opportunity Fund), aligning with Mutual Funds (Actively Managed).
$242.69M
$64.05
-0.54%
OPOF Old Point Financial Corporation 65%
Asset management fees from the wealth segment suggest exposure to mutual funds and portfolio management.
$214.92M
$42.10
SAMG Silvercrest Asset Management Group Inc. 75%
The firm’s strategy includes launching and managing actively managed mutual funds or fund-like products for clients.
$203.56M
$15.31
+0.86%
FRGE Forge Global Holdings, Inc. 65%
The firm’s registered funds and diversified exposure offerings imply active/manageable mutual fund products or fund-equivalent vehicles.
$199.72M
$16.20
-4.03%
FRAF Franklin Financial Services Corporation 65%
Mutual funds as a component of wealth management offerings.
$198.88M
$44.61
-3.50%
EARN Ellington Credit Company 85%
EARN operates as a CLO-focused closed-end fund, i.e., an actively managed mutual fund-like vehicle, aligning with Active Mutual Funds.
$188.55M
$5.02
-2.14%
CCFN Muncy Columbia Financial Corporation 60%
Bank-like asset management capabilities may include mutual funds as part of investment offerings.
$174.35M
$49.32
WHG Westwood Holdings Group, Inc. 85%
WHG manages Actively Managed Mutual Funds as part of its product suite.
$152.04M
$16.21
-2.70%
QNBC QNB Corp. 65%
Mutual funds/fund offerings tied to the brokerage services.
$125.82M
$35.39
HNNA Hennessy Advisors, Inc. 85%
HNNA's core product offering is actively managed mutual funds (the Hennessy Funds).
$84.40M
$10.84
+3.83%
DOMH Dominari Holdings Inc. 70%
Dominari IM LLC manages pooled investment vehicles, aligning with mutual funds as a product line.
$83.62M
$5.71
-9.22%
GEG Great Elm Group, Inc. 60%
Great Elm Credit Income Fund and potential fund offerings imply actively managed mutual fund-like product lines within asset management.
$74.32M
$2.66
+0.38%
MGLD The Marygold Companies, Inc. 90%
Marygold operates actively managed mutual funds via its USCF Investments subsidiary.
$45.84M
$1.07
+1.90%
GROW U.S. Global Investors, Inc. 85%
Company provides actively managed Mutual Funds as part of its product suite (USGIF).
$33.72M
$2.56
-5.52%
BCG Binah Capital Group, Inc. 60%
Mutual funds (actively managed) are among the investment products supported/referenced on the platform.
$28.22M
$1.70
+8.28%
DSS DSS, Inc. 65%
Mutual funds as an investment product/vehicle within the Securities & Investment Management segment.
$11.75M
$1.29
-4.30%
GSIW Garden Stage Limited Ordinary Shares 65%
Asset management and management of actively managed funds; aligns with AUM growth.
$2.23M
$0.14
-6.38%
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