Asset Management Industry Returns
Track and compare the best performing companies in the Asset Management industry. Find top stocks ranked by their compound annual growth rate (CAGR).
Top Performer (5Y)
Ares Management Corporation
Industry Rank
#53
1 Month Trend
3.83%
Positive Returns
67%
| # | Name | Price | 1m | 3m | 5Y CAGR | Market Cap | Country |
|---|---|---|---|---|---|---|---|
| 1 | A ARES Ares Management Corporation | $173.88 | 4.84% | 13.09% | 38.16% | $55.3B | US |
| 2 | K KKR KKR & Co. Inc. | $123.40 | 4.10% | 7.22% | 32.54% | $111.9B | US |
| 3 | V VCTR Victory Capital Holdings, Inc. | $64.94 | 8.11% | 11.03% | 31.40% | $4.3B | US |
| 4 | A AMP Ameriprise Financial, Inc. | $518.63 | 6.06% | 4.21% | 28.21% | $49.9B | US |
| 5 | F FDUS Fidus Investment Corporation | $20.32 | 6.50% | -5.60% | 26.75% | $706.9M | US |
| 6 | A AAMI Acadian Asset Management Inc. | $30.49 | 3.36% | 25.84% | 25.52% | $1.1B | US |
| 7 | R RJF Raymond James Financial, Inc. | $146.75 | 0.83% | 2.73% | 24.00% | $31.1B | US |
| 8 | W WT WisdomTree, Inc. | $9.91 | 5.98% | 14.80% | 23.65% | $1.4B | US |
| 9 | P PNNT PennantPark Investment Corporation | $6.78 | 5.85% | -2.51% | 23.61% | $448.6M | US |
| 10 | A APO Apollo Global Management, Inc. | $133.45 | 0.55% | 1.15% | 23.49% | $81.6B | US |
| 11 | T TYG Tortoise Energy Infrastructure Corporation | $41.61 | 5.37% | 3.97% | 23.37% | $711.7M | US |
| 12 | B BX Blackstone Inc. | $140.45 | 0.46% | -2.56% | 22.98% | $178.0B | US |
| 13 | E EQH Equitable Holdings, Inc. | $54.81 | 7.07% | 8.90% | 21.86% | $16.3B | US |
| 14 | O OFS OFS Capital Corporation | $8.45 | -1.17% | -1.90% | 21.72% | $115.6M | US |
| 15 | H HTGC Hercules Capital, Inc. | $18.14 | 5.92% | -1.42% | 21.48% | $3.1B | US |
| 16 | S SCM Stellus Capital Investment Corporation | $13.39 | 2.45% | -2.76% | 21.33% | $386.5M | US |
| 17 | G GLAD Gladstone Capital Corporation | $26.91 | 8.60% | -1.26% | 20.51% | $604.0M | US |
| 18 | C CGBD Carlyle Secured Lending, Inc. | $14.02 | 3.47% | -17.06% | 20.50% | $1.1B | US |
| 19 | H HLNE Hamilton Lane Incorporated | $150.82 | -7.30% | 3.71% | 20.01% | $9.7B | US |
| 20 | S SII Sprott Inc. | $61.90 | 14.97% | 39.51% | 18.82% | $1.4B | US |
| 21 | M MAIN Main Street Capital Corporation | $57.48 | 8.39% | -0.51% | 18.60% | $5.0B | US |
| 22 | F FSK FS KKR Capital Corp. | $21.30 | 6.29% | -3.73% | 18.56% | $6.0B | US |
| 23 | C CSWC Capital Southwest Corporation | $21.06 | 4.99% | -5.62% | 18.51% | $1.1B | US |
| 24 | A AB AllianceBernstein Holding L.P. | $40.09 | -1.98% | 8.10% | 18.01% | $4.5B | US |
| 25 | E ECC Eagle Point Credit Company Inc. | $7.91 | 0.76% | -5.37% | 17.94% | $941.0M | US |
| 26 | A ASA ASA Gold and Precious Metals Limited | $33.81 | 12.74% | 31.23% | 17.64% | $549.9M | US |
| 27 | A AMG Affiliated Managers Group, Inc. | $182.29 | 0.63% | 14.24% | 17.45% | $5.2B | US |
| 28 | R RAND Rand Capital Corporation | $15.13 | -16.96% | -30.43% | 17.16% | $48.1M | US |
| 29 | A ARCC Ares Capital Corporation | $22.19 | 5.67% | -1.36% | 17.12% | $15.1B | US |
| 30 | S SAR Saratoga Investment Corp. | $24.41 | 7.44% | 3.30% | 16.83% | $378.2M | US |
| 31 | S SSSS SuRo Capital Corp. | $7.39 | 42.94% | 35.60% | 16.69% | $137.4M | US |
| 32 | T TSLX Sixth Street Specialty Lending, Inc. | $23.38 | 10.49% | 5.57% | 16.28% | $2.1B | US |
| 33 | B BCSF Bain Capital Specialty Finance, Inc. | $15.64 | 2.89% | -8.46% | 16.22% | $1.0B | US |
| 34 | G GAIN Gladstone Investment Corporation | $13.91 | 1.86% | 4.81% | 16.03% | $546.9M | US |
| 35 | C CET Central Securities Corporation | $47.38 | 5.13% | 3.90% | 15.53% | $1.4B | US |
| 36 | F FHI Federated Hermes, Inc. | $42.29 | -0.89% | 9.76% | 15.30% | $3.3B | US |
| 37 | C CCAP Crescent Capital BDC, Inc. | $15.04 | -5.76% | -11.29% | 15.28% | $571.5M | US |
| 38 | M MFIC MidCap Financial Investment Corporation | $13.08 | 7.65% | 0.83% | 15.00% | $1.2B | US |
| 39 | B BN Brookfield Corporation | $58.90 | 2.24% | 13.28% | 14.97% | $89.2B | US |
| 40 | B BLK BlackRock, Inc. | $989.05 | 6.51% | 4.45% | 14.80% | $154.2B | US |
| 41 | O OBDC Blue Owl Capital Corporation | $14.57 | 4.97% | -0.35% | 13.77% | $7.5B | US |
| 42 | G GBDC Golub Capital BDC, Inc. | $15.12 | 5.22% | 0.60% | 13.66% | $4.0B | US |
| 43 | A APAM Artisan Partners Asset Management Inc. | $40.72 | 0.55% | -4.01% | 13.52% | $3.5B | US |
| 44 | P PFG Principal Financial Group, Inc. | $76.97 | -2.37% | -9.27% | 13.50% | $18.3B | US |
| 45 | H HNNA Hennessy Advisors, Inc. | $11.00 | -0.93% | 3.68% | 13.20% | $83.7M | US |
| 46 | P PFLT PennantPark Floating Rate Capital Ltd. | $10.35 | 3.73% | -4.30% | 13.06% | $1.0B | US |
| 47 | J JHG Janus Henderson Group plc | $36.78 | 2.00% | -0.08% | 12.85% | $6.1B | US |
| 48 | S SWKH SWK Holdings Corporation | $14.28 | 6.09% | 47.41% | 12.55% | $175.3M | US |
| 49 | B BANX ArrowMark Financial Corp. | $20.23 | -0.05% | -2.10% | 12.43% | $145.0M | US |
| 50 | C CG The Carlyle Group Inc. | $46.28 | 13.00% | 8.43% | 12.19% | $17.2B | US |
Industry Analysis
The Asset Management industry consists of 120 companies tracked by MultiMarketCap.com, with a combined market capitalization of $1.2T.
The average 5y-year Compound Annual Growth Rate (CAGR) for the industry is 8.47%, which is a positive return for investors. 67% of companies in this industry have shown positive returns over this period.
The top performer in the Asset Management industry is Ares Management Corporation (ARES) with a 5y-year CAGR of 38.16%. On the other end, Highest Performances Holdings Inc. (MAAS) has shown the lowest returns with a CAGR of -61.78%.
In terms of recent performance, the industry has shown an average 1-month return of 3.83%, indicating a positive short-term trend.
Compared to other industries, the Asset Management sector ranks #53 out of 157 industries tracked by MultiMarketCap.com in terms of 5y-year returns.