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Each company's latest annual period, from SEC filings. Monetary filters use the selected currency; amounts are never converted. Companies with no annual report in the last 18 months are left out unless you include them.

46 companies

Ticker ▾	Company	Revenue	Net income	Net margin	Return on equity	Revenue growth	Diluted EPS
WHG	Westwood Holdings Group Inc Finance & Real Estate · Year ended 2025-12-31 · USD	$97.76M	$7.08M	7.2%	5.6%	3.2%	$0.79
VRTS	Virtus Investment Partners, Inc. Finance & Real Estate · Year ended 2025-12-31 · USD	$852.87M	$135.99M	15.9%	14.6%	-6.0%	$19.97
VCTR	Victory Capital Holdings, Inc. Finance & Real Estate · Year ended 2025-12-31 · USD	$1.31B	$330.06M	25.3%	13.6%	46.2%	$4.08
VALU	Value Line Inc Finance & Real Estate · Year ended 2026-04-30 · USD	$33.45M	$21.63M	64.7%	20.0%	-4.7%	n/a
TROW	T. Rowe Price Group Inc Finance & Real Estate · Year ended 2025-12-31 · USD	$7.31B	$2.09B	28.5%	19.2%	3.1%	$9.24
TPG	TPG Inc. Finance & Real Estate · Year ended 2025-12-31 · USD	$4.67B	$184.59M	4.0%	4.5%	33.4%	$0.45
STEP	StepStone Group Inc. Finance & Real Estate · Year ended 2026-03-31 · USD	$1.99B	-$535.81M	-26.9%	n/a	69.7%	-$6.78
SAMG	Silvercrest Asset Management Group Inc. Finance & Real Estate · Year ended 2025-12-31 · USD	$125.32M	$4.88M	3.9%	9.7%	1.3%	$0.56
RPC	Ridgepost Capital, Inc. Finance & Real Estate · Year ended 2025-12-31 · USD	$297.35M	$19.50M	6.6%	4.8%	0.3%	$0.17
RILY	BRC Group Holdings, Inc. Finance & Real Estate · Year ended 2025-12-31 · USD	$967.60M	$307.42M	31.8%	n/a	29.6%	$9.80
PJT	PJT Partners Inc. Finance & Real Estate · Year ended 2025-12-31 · USD	$1.71B	$180.12M	10.5%	58.4%	14.8%	n/a
OWL	Blue OWL Capital Inc. Finance & Real Estate · Year ended 2025-12-31 · USD	$2.87B	$78.83M	2.7%	1.3%	25.0%	$0.10
OAK-PA	Brookfield Oaktree Holdings, LLC Finance & Real Estate · Year ended 2025-12-31 · USD	$679.55M	$249.24M	36.7%	11.0%	-12.6%	$1.88
NOAH	Noah Holdings Ltd Finance & Real Estate · Year ended 2025-12-31 · USD	$373.26M	$79.92M	21.4%	5.7%	4.8%	$0.23
MORN	Morningstar, Inc. Finance & Real Estate · Year ended 2025-12-31 · USD	$2.45B	$374.20M	15.3%	30.6%	7.5%	$8.87
MLCI	Mount Logan Capital Inc. Finance & Real Estate · Year ended 2025-12-31 · USD	$53.57M	-$60.85M	-113.6%	-66.9%	7.6%	-$7.08
MC	Moelis & Co Finance & Real Estate · Year ended 2025-12-31 · USD	n/a	$259.62M	n/a	38.2%	n/a	n/a
LAZ	Lazard, Inc. Finance & Real Estate · Year ended 2025-12-31 · USD	$3.10B	$236.83M	7.6%	26.0%	1.5%	$2.17
KKR	KKR & Co. Inc. Finance & Real Estate · Year ended 2025-12-31 · USD	$19.46B	$2.37B	12.2%	7.7%	-11.0%	n/a
IWSH	Wright Investors Service Holdings, Inc. Finance & Real Estate · Year ended 2025-12-31 · USD	n/a	-$1.02M	n/a	-78.3%	n/a	-$0.05
IVZ	Invesco Ltd. Finance & Real Estate · Year ended 2025-12-31 · USD	$6.38B	-$174.80M	-2.7%	-1.4%	5.1%	-$1.60
ILLR	Triller Group Inc. Finance & Real Estate · Year ended 2025-12-31 · USD	$21.62M	-$174.54M	-807.2%	n/a	-21.3%	-$0.97
HNNA	Hennessy Advisors Inc Finance & Real Estate · Year ended 2025-09-30 · USD	$35.54M	$9.96M	28.0%	10.2%	19.9%	$1.27
HLNE	Hamilton Lane Inc Finance & Real Estate · Year ended 2026-03-31 · USD	$758.99M	$249.18M	32.8%	27.2%	6.5%	n/a
HLI	Houlihan Lokey, Inc. Finance & Real Estate · Year ended 2026-03-31 · USD	$2.62B	$424.17M	16.2%	18.1%	9.5%	$6.22
HKHC	Horizon Kinetics Holding Corp Finance & Real Estate · Year ended 2025-12-31 · USD	$72.85M	$5.12M	7.0%	1.5%	30.5%	$0.27
GROW	U S Global Investors Inc Finance & Real Estate · Year ended 2026-06-30 · USD	$14.40M	$3.06M	21.2%	6.8%	32.8%	$0.24
GCMG	GCM Grosvenor Inc. Finance & Real Estate · Year ended 2025-12-31 · USD	$557.57M	$45.37M	8.1%	168.1%	8.5%	$0.42
FHI	Federated Hermes, Inc. Finance & Real Estate · Year ended 2025-12-31 · USD	$1.80B	$403.30M	22.4%	33.7%	10.3%	$5.13
EVR	Evercore Inc. Finance & Real Estate · Year ended 2025-12-31 · USD	$3.86B	$591.92M	15.4%	25.5%	29.4%	$14.05
DBRG	DigitalBridge Group, Inc. Finance & Real Estate · Year ended 2025-12-31 · USD	n/a	$141.87M	n/a	5.9%	n/a	$0.46
CNS	Cohen & Steers, Inc. Finance & Real Estate · Year ended 2025-12-31 · USD	$556.12M	$153.22M	27.6%	27.3%	7.5%	$2.97
CG	Carlyle Group Inc. Finance & Real Estate · Year ended 2025-12-31 · USD	$4.78B	$944.70M	19.8%	13.4%	-11.9%	$2.18
BX	Blackstone Inc. Finance & Real Estate · Year ended 2025-12-31 · USD	$14.45B	$6.05B	41.8%	69.8%	9.2%	$3.87
BVC	BitVentures Ltd Finance & Real Estate · Year ended 2025-06-30 · USD	$0	-$5.37M	n/a	-55.2%	-100.0%	-$0.06
BEN	Franklin Templeton Inc Finance & Real Estate · Year ended 2025-09-30 · USD	$8.77B	$524.90M	6.0%	4.3%	3.5%	$0.91
BAM	Brookfield Asset Management Ltd. Finance & Real Estate · Year ended 2025-12-31 · USD	$4.82B	$2.40B	49.8%	26.9%	21.0%	n/a
ARES	Ares Management Corp Finance & Real Estate · Year ended 2025-12-31 · USD	$5.60B	$834.45M	14.9%	9.6%	44.2%	n/a
APO	Apollo Global Management, Inc. Finance & Real Estate · Year ended 2025-12-31 · USD	$32.05B	$3.49B	10.9%	8.2%	22.7%	$5.54
APAM	Artisan Partners Asset Management Inc. Finance & Real Estate · Year ended 2025-12-31 · USD	$1.20B	$290.32M	24.3%	60.7%	7.6%	$4.05
AMP	Ameriprise Financial Inc Finance & Real Estate · Year ended 2025-12-31 · USD	$18.48B	$3.56B	19.3%	54.4%	7.0%	$36.28
AMG	Affiliated Managers Group, Inc. Finance & Real Estate · Year ended 2025-12-31 · USD	$2.07B	$716.60M	34.5%	17.2%	1.6%	$22.74
ALTI	AlTi Global, Inc. Finance & Real Estate · Year ended 2025-12-31 · USD	$254.96M	-$119.70M	-46.9%	-19.9%	28.5%	n/a
ABX	Abacus Global Management, Inc. Finance & Real Estate · Year ended 2025-12-31 · USD	$235.24M	$36.53M	15.5%	8.7%	110.2%	$0.36
AB	Alliancebernstein Holding L.P. Finance & Real Estate · Year ended 2025-12-31 · USD	n/a	$299.84M	n/a	n/a	n/a	n/a
AAMI	Acadian Asset Management Inc. Finance & Real Estate · Year ended 2025-12-31 · USD	$563.70M	$80.00M	14.2%	n/a	11.5%	$2.21

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