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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
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
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
BVC	BitVentures Ltd Finance & Real Estate · Year ended 2025-06-30 · USD	$0	-$5.37M	n/a	-55.2%	-100.0%	-$0.06
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
IVZ	Invesco Ltd. Finance & Real Estate · Year ended 2025-12-31 · USD	$6.38B	-$174.80M	-2.7%	-1.4%	5.1%	-$1.60
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
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
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
TPG	TPG Inc. Finance & Real Estate · Year ended 2025-12-31 · USD	$4.67B	$184.59M	4.0%	4.5%	33.4%	$0.45
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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

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