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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 ▴
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
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
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
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
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
MORN	Morningstar, Inc. Finance & Real Estate · Year ended 2025-12-31 · USD	$2.45B	$374.20M	15.3%	30.6%	7.5%	$8.87
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
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
EVR	Evercore Inc. Finance & Real Estate · Year ended 2025-12-31 · USD	$3.86B	$591.92M	15.4%	25.5%	29.4%	$14.05
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
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
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
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
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
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
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
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
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
MC	Moelis & Co Finance & Real Estate · Year ended 2025-12-31 · USD	n/a	$259.62M	n/a	38.2%	n/a	n/a
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
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

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