U.S. Asset Management Stocks
145 companies by market cap.
There are 145 U.S.-listed companies in Asset Management (Financial Services sector), with a combined market value of $1.50T. The largest is BlackRock, Inc. at 12% of the total. The median P/E is 13.9x, the median revenue growth is +8.2%, and 117 companies pay a dividend.
| # | Company | Market cap | P/E | Div. yield | Revenue YoY | 1Y return |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc.BLKBlackRock, Inc. | $183B | 26.4x | 1.90% | +24.7% | +12.6% |
| 2 | Blackstone Inc.BXBlackstone Inc. | $139B | 26.9x | 4.32% | +28.6% | −14.1% |
| 3 | Brookfield Finance Inc.BNHBrookfield Finance, Inc. | $94.3B | 74.9x | 0.64% | +2.2% | −5.1% |
| 4 | Brookfield Finance Inc. 4.50% PBNJBrookfield Finance I (UK) Plc operates as a financing subsidiary & special purpose entity. | $93.2B | 68.7x | 0.70% | +2.2% | −3.9% |
| 5 | Brookfield CorporationBNBrookfield Corporation operates as a leading alternative asset and real estate investment management firm. | $92.4B | 73.7x | 0.65% | +2.2% | −8.8% |
| 6 | KKR & Co. Inc.KKRKKR & Co. | $86.6B | 28.7x | 0.79% | +31.7% | −18.5% |
| 7 | Brookfield Asset Management Ltd.BAMBrookfield Asset Management operates as a prominent alternative asset manager and real estate investment trust (REIT), specializing in real… | $84.6B | 30.8x | 3.57% | +24.2% | +3.3% |
| 8 | Apollo Global Management, Inc.APOSApollo Global Management specializes in providing novel financing options to various businesses. | $69.7B | 23.0x | 2.02% | +41.4% | +4.6% |
| 9 | Apollo Global Management, Inc.APOApollo Global Management, Inc. | $68.9B | 25.3x | 1.84% | +41.4% | −8.0% |
| 10 | State Street CorporationSTTState Street Corporation (STT) is a well-established global financial services firm that delivers a wide array of financial products and spe… | $45B | 13.2x | 2.10% | +2.6% | +44.5% |
| 11 | Ares Management CorporationARESAres Management Corporation functions as an investment firm specializing in alternative assets, with operations spanning the United States,… | $44B | 58.5x | 3.86% | — | −7.8% |
| 12 | Ameriprise Financial, Inc.AMPAmeriprise Financial, Inc. | $43.5B | 11.7x | 1.34% | +8.8% | +11.1% |
| 13 | Northern Trust CorporationNTRSNorthern Trust Corporation, a financial holding company established in 1889 and based in Chicago, Illinois, offers a comprehensive suite of… | $31.3B | 14.6x | 1.92% | +3.1% | +37.5% |
| 14 | Raymond James Financial, Inc.RJFRaymond James Financial, Inc. | $31.3B | 13.9x | 1.32% | +9.1% | +2.7% |
| 15 | Principal Financial Group, Inc.PFGPrincipal Financial Group, Inc. | $23.6B | 15.6x | 2.95% | +3.7% | +39.2% |
| 16 | T. Rowe Price Group, Inc.TROWT. | $23.1B | 10.9x | 4.77% | +7.0% | +11.7% |
| 17 | Pershing Square Inc.PSPershing Square Inc., an alternative asset management firm, was established in 2024 and is headquartered in New York, New York. | $20.6B | — | 0.44% | — | +93.2% |
| 18 | TPG Inc.TPGXLTPG Operating Group II LP is a private investment holding company, operating as part of TPG, Inc., with its headquarters situated in Wilming… | $17.9B | 38.3x | 4.79% | +65.6% | −12.8% |
| 19 | TPG Inc.TPGTPG Inc. | $17.8B | 38.1x | 4.82% | +65.6% | −11.1% |
| 20 | Franklin Resources, Inc.BENFranklin Resources, Inc. | $17.1B | 22.5x | 3.91% | +7.9% | +52.3% |
| 21 | Blue Owl Capital Inc.OWLBlue Owl Capital Inc., an asset management firm based in New York City, leverages a robust and permanent capital base to deliver a comprehen… | $15.4B | 82.6x | 9.27% | +14.2% | −29.1% |
| 22 | Corebridge Financial, Inc.CRBGCorebridge Financial, Inc. | $15B | 19.7x | 2.94% | +229.2% | +17.9% |
| 23 | Equitable Holdings, Inc.EQHEquitable Holdings, Inc. | $14.4B | — | 2.16% | −17.5% | +20.5% |
| 24 | The Carlyle Group Inc.CGThe Carlyle Group Inc. | $14.1B | 39.2x | 3.53% | −9.9% | −22.2% |
| 25 | Ares Capital CorporationARCCAres Capital Corporation (ARCC) operates as a Business Development Company (BDC), delivering diverse financing solutions predominantly to mi… | $13.8B | 14.3x | 9.98% | +4.9% | +5.8% |
| 26 | SEI Investments CompanySEICSEI Investments Company is a publicly traded enterprise primarily focused on asset management. | $12.5B | 17.9x | 1.00% | +11.3% | +29.7% |
| 27 | Invesco Ltd.IVZInvesco Ltd. | $11.9B | — | 3.15% | +12.2% | +19.5% |
| 28 | Oxford Lane Capital Corp.OXLCNOxford Lane Capital Corp., a closed-end investment fund, is overseen by Oxford Lane Management LLC. | $11.8B | — | 42.75% | +44.1% | +8.3% |
| 29 | Affiliated Managers Group, Inc.AMGAffiliated Managers Group, Inc. | $9.4B | 11.6x | 0.01% | +24.5% | +40.1% |
| 30 | Affiliated Managers Group, Inc.MGRDAffiliated Managers Group, Inc. | $9.1B | 11.2x | 0.01% | +24.5% | −6.9% |
| 31 | Affiliated Managers Group, Inc.MGRBAffiliated Managers Group, Inc. | $9B | 11.1x | 0.01% | +24.5% | −5.7% |
| 32 | Affiliated Managers Group, Inc.MGREAffiliated Managers Group, Inc. | $9B | 11.0x | 0.01% | +24.5% | −8.2% |
| 33 | Victory Capital Holdings, Inc.VCTRVictory Capital Holdings, Inc. | $7.3B | 21.7x | 1.66% | +51.5% | +98.3% |
| 34 | StepStone Group Inc.STEPStepStone Group Inc. | $6.1B | — | 3.62% | +48.5% | −21.0% |
| 35 | Blackstone Secured Lending FundBXSLBlackstone Secured Lending Fund (BXSL) is a Delaware statutory trust, established on March 26, 2018, that operates as an externally managed,… | $5.6B | 19.0x | 12.79% | +4.8% | +5.2% |
| 36 | Affiliated Managers Group, Inc.MGRAffiliated Managers Group, Inc. | $5.5B | 12.2x | 0.01% | +38.0% | −7.9% |
| 37 | Blue Owl Capital CorporationOBDCBlue Owl Capital Corporation operates as a business development company (BDC). | $5.4B | 19.4x | 12.70% | +13.2% | +2.2% |
| 38 | Main Street Capital CorporationMAINMain Street Capital Corporation functions as a Business Development Company (BDC), providing diverse capital solutions across different mark… | $5.3B | 11.5x | 7.60% | −7.2% | +7.7% |
| 39 | HA Sustainable Infrastructure Capital, Inc.HASIHA Sustainable Infrastructure Capital, Inc. | $5B | 58.9x | 4.36% | +8.1% | +42.8% |
| 40 | Hamilton Lane IncorporatedHLNEHamilton Lane Incorporated operates as an investment management firm, specializing in both direct investments and fund-of-funds strategies. | $5B | 13.5x | 2.55% | +24.0% | −28.4% |
| 41 | Federated Hermes, Inc.FHIFederated Hermes, Inc. | $4.7B | 11.6x | 2.27% | +15.4% | +31.8% |
| 42 | Blue Owl Technology Finance Corp.OTFBlue Owl Technology Finance Corp. | $4.4B | 7.3x | 16.82% | +81.1% | −21.9% |
| 43 | Cohen & Steers, Inc.CNSCohen & Steers, Inc. | $3.8B | 22.4x | 3.59% | +5.9% | +11.8% |
| 44 | Golub Capital BDC, Inc.GBDCGolub Capital BDC, Inc. | $3.3B | 23.2x | 10.83% | −14.1% | +2.9% |
| 45 | FS KKR Capital Corp.FSKFS KKR Capital Corp. | $3.2B | — | 17.44% | +23.8% | −8.8% |
| 46 | Acadian Asset ManagementAAMIAcadian Asset Management, Inc. | $3.2B | 32.0x | 0.34% | +31.3% | +109.2% |
| 47 | AllianceBernstein Holding L.P.ABAllianceBernstein Holding L.P. | $3.1B | 10.1x | 10.20% | −17.2% | −8.1% |
| 48 | Hercules Capital IncHCXYHercules Capital, Inc. | $3.1B | 7.9x | 11.87% | +33.9% | +1.3% |
| 49 | Hercules Capital, Inc.HTGCHercules Capital, Inc. | $3.1B | 7.8x | 11.92% | +33.9% | +2.5% |
| 50 | WisdomTree, Inc.WTWisdomTree, Inc., an investment firm operating through its subsidiaries, primarily functions as a sponsor and manager of exchange-traded fun… | $2.9B | 34.7x | 0.62% | +37.1% | +68.4% |
| 51 | Sprott Inc.SIISprott Inc. | $2.9B | 27.9x | 1.37% | +107.3% | +37.3% |
| 52 | Artisan Partners Asset Management Inc.APAMArtisan Partners Asset Management Inc. | $2.8B | 9.2x | 10.30% | +9.8% | −3.5% |
| 53 | Ellington Credit Co. 8.5% 30-MAR-2031ELLAEllington Credit Co. | $2.7B | — | — | — | +0.2% |
| 54 | PennantPark Floating Rate Capital Ltd.PFLAPennantPark Floating Rate Capital Ltd. | $2.5B | — | — | — | −0.2% |
| 55 | Oxford Lane Capital Corp.OXLCMOxford Lane Capital Corp. | $2.4B | — | 43.13% | +44.1% | +2.0% |
| 56 | Strive, Inc.ASSTStrive, Inc. | $2.3B | — | — | +76.8% | −26.0% |
| 57 | Trinity Capital Inc.TRINTrinity Capital Inc. | $1.7B | 9.8x | 11.79% | +4.1% | +41.7% |
| 58 | Sixth Street Specialty Lending, Inc.TSLXSixth Street Specialty Lending, Inc. | $1.7B | 18.6x | 10.20% | −5.6% | −8.2% |
| 59 | Patria Investments LtdPAXPatria Investments Limited operates as a private market investment firm. | $1.5B | 21.0x | 6.61% | +8.3% | −33.3% |
| 60 | Capital Southwest CorporationCSWCCapital Southwest Corporation operates as a business development company (BDC), specializing in credit, private equity, and venture capital… | $1.5B | 12.7x | 10.55% | +26.8% | +27.6% |
| 61 | Pershing Square USA, Ltd.PSUSPershing Square USA Ltd. | $1.5B | — | — | — | +367,747,900.0% |
| 62 | Oaktree Specialty Lending CorporationOCSLOaktree Specialty Lending Corporation (OCSL) functions as a business development company (BDC), dedicated to providing capital solutions for… | $1.1B | 25.8x | 11.76% | +77.1% | +4.5% |
| 63 | Goldman Sachs BDC, Inc.GSBDGoldman Sachs BDC, Inc. | $973M | 16.9x | 11.81% | +5.3% | +2.9% |
| 64 | Barings BDC, Inc.BBDCBarings BDC, Inc. | $905M | 10.4x | 9.03% | +29.0% | +8.0% |
| 65 | MidCap Financial Investment CorporationMFICMidCap Financial Investment Corporation (MFIC) operates as an externally managed, non-diversified, closed-end investment fund, registered as… | $845M | — | 12.77% | +10.9% | −4.0% |
| 66 | Virtus Investment Partners, Inc.VRTSVirtus Investment Partners, Inc., a publicly traded investment management firm, caters to both individual and institutional clients. | $843M | 7.1x | 7.54% | −14.4% | −18.1% |
| 67 | Oxford Lane Capital Corp.OXLCOOxford Lane Capital Corp. | $830M | — | 42.02% | +44.1% | +8.1% |
| 68 | Kayne Anderson BDC, Inc.KBDCKayne Anderson BDC, Inc. | $820M | 11.4x | 12.89% | +9.5% | −0.9% |
| 69 | Burford Capital LimitedBURBurford Capital Limited provides legal finance products and services worldwide. | $788M | — | 3.48% | −483.2% | −59.8% |
| 70 | GCM Grosvenor Inc.GCMGGCM Grosvenor Inc. | $774M | 16.2x | 3.79% | +7.6% | +12.9% |
| 71 | Carlyle Secured Lending, Inc.CGBDCarlyle Secured Lending, Inc. | $769M | 21.9x | 13.43% | +54.7% | +6.9% |
| 72 | Ridgepost Capital, Inc.RPCRidgepost Capital, Inc. | $766M | 38.8x | 1.61% | +4.4% | −21.3% |
| 73 | Prospect Capital CorporationPSECProspect Capital Corporation operates as a Business Development Company (BDC), providing diverse financing solutions predominantly to the mi… | $753M | 25.1x | 34.75% | — | −33.2% |
| 74 | Fidus Investment CorporationFDUSFidus Investment Corporation functions as a Business Development Company (BDC), offering capital solutions for diverse corporate endeavors. | $746M | 9.4x | 13.79% | +25.7% | +6.6% |
| 75 | OFS Credit Company, Inc.OCCIMOFS Credit Co., Inc. | $727M | — | — | — | +6.7% |
| 76 | Bain Capital Specialty Finance, Inc.BCSFBain Capital Specialty Finance, Inc. | $723M | 11.2x | 16.70% | −6.1% | −6.1% |
| 77 | PennantPark Floating Rate Capital Ltd.PFLTPennantPark Floating Rate Capital Ltd. | $683M | 13.4x | 16.48% | −4.9% | −13.4% |
| 78 | Neostellar Capital Corp.NSLRLSuRo Capital Corp. | $666M | — | — | — | −0.9% |
| 79 | New Mountain Finance CorporationNMFCNew Mountain Finance Corporation (NMFC), a Nasdaq-listed business development company (BDC), operates as both a private equity and lending v… | $653M | — | 16.50% | −32.1% | −16.6% |
| 80 | SLR Investment Corp.SLRCSLR Investment Corp. | $644M | 8.7x | 12.19% | +7.8% | −13.4% |
| 81 | Gladstone Investment CorporationGAINIGladstone Investment Corporation operates as a Business Development Company (BDC), focusing its investment activities on established, lower… | $595M | 3.6x | 6.47% | −8.3% | +7.3% |
| 82 | Gladstone Investment Corp.GAINGladstone Investment Corporation is business development company, specializes in lower middle market, mature stage, buyouts; refinancing exi… | $592M | 3.6x | 6.46% | −8.3% | +13.5% |
| 83 | Nuveen Churchill Direct Lending Corp.NCDLNuveen Churchill Direct Lending Corp. | $580M | 12.3x | 13.71% | −29.4% | −5.1% |
| 84 | MSC Income Fund, Inc.MSIFMSC Income Fund, Inc. | $568M | 5.9x | 9.50% | +46.0% | +15.5% |
| 85 | Vinci Compass Investments Ltd.VINPVinci Compass Investments Ltd. | $565M | 6.9x | 7.65% | — | −23.1% |
| 86 | KKR & Co. Inc. 6.875% SubordinaKKRTKKR & Co., Inc. | $532M | — | — | — | −10.9% |
| 87 | Sound Point Meridian Capital, Inc.SPMESound Point Meridian Capital, LLC, founded in 2022, functions as a closed-end investment management company based in the United States. | $517M | — | — | — | +6.0% |
| 88 | Oxford Lane Capital Corp.OXLCIOxford Lane Capital Corp. | $486M | — | 71.15% | +44.1% | +5.3% |
| 89 | Powerlaw Corp. Common StockPWRLPowerlaw Corp. | $478M | — | — | — | −57.0% |
| 90 | Noah Holdings LimitedNOAHNoah Holdings Limited, a financial services entity established in 2005 and headquartered in Shanghai, People's Republic of China, specialize… | $463M | 1.1x | 18.89% | +1.0% | −28.1% |
| 91 | Gladstone Capital CorporationGLADGladstone Capital Corporation functions as a Business Development Company (BDC) primarily focused on the lower middle market in the United S… | $438M | 9.1x | 10.73% | −17.3% | +11.4% |
| 92 | Saratoga Investment Corp 7.50%SAVSaratoga Investment Corp., operating as a business development firm, specializes in delivering tailored funding options to mid-sized compani… | $400M | — | 21.28% | — | −1.6% |
| 93 | BlackRock TCP Capital Corp.TCPCBlackRock TCP Capital Corp. | $361M | — | 17.67% | +92.7% | −10.6% |
| 94 | Crescent Capital BDC, Inc.CCAPCrescent Capital BDC, Inc. | $346M | — | 16.84% | −0.4% | −23.1% |
| 95 | Cypherpunk Technologies Inc.CYPHCypherpunk Technologies Inc. | $310M | 4.9x | — | — | +605.5% |
| 96 | CION Investment CorporationCIONCION Investment Corporation operates as a Business Development Company (BDC) with a core focus on providing capital to middle-market busines… | $309M | 23.3x | 20.03% | +42.8% | −24.5% |
| 97 | Palmer Square Capital BDC Inc.PSBDPalmer Square Capital BDC, Inc. | $303M | — | 15.89% | −18.2% | −6.2% |
| 98 | Horizon Technology Finance CorpHTFCHorizon Technology Finance Corp. | $269M | 10.0x | 27.24% | — | +7.7% |
| 99 | Horizon Technology Finance CorporationHRZNHorizon Technology Finance Corporation operates as a business development company (BDC) with a core focus on providing financing and making… | $265M | 9.9x | 27.52% | — | −27.7% |
| 100 | PennantPark Investment CorporationPNNTPennantPark Investment Corporation operates as a Business Development Company (BDC) and a private equity fund. | $218M | 21.2x | 28.74% | −5.0% | −35.5% |
| 101 | Stellus Capital Investment CorporationSCMStellus Capital Investment Corporation operates as a Business Development Company (BDC), allocating capital to privately-held, mid-sized ent… | $207M | 7.1x | 18.29% | +3.0% | −30.0% |
| 102 | Chicago Atlantic BDC, Inc.LIENSilver Spike Investment Corp. | $207M | 6.5x | 14.99% | +63.6% | +3.1% |
| 103 | Saratoga Investment Corp 8.50%SAZOperating as a publicly traded Business Development Company (BDC), Saratoga Investment Corp. | $202M | — | 25.32% | +4.7% | +8.5% |
| 104 | Saratoga Investment Corp.SARSaratoga Investment Corp. | $202M | — | 25.08% | +4.7% | −31.8% |
| 105 | Saratoga Investment Corp 8.00%SAJSaratoga Investment Corp. | $201M | — | 25.39% | +4.7% | +7.5% |
| 106 | Saratoga Investment Corp.SAYSaratoga Investment Corp. | $201M | — | 25.38% | +4.7% | +7.7% |
| 107 | WhiteHorse Finance, Inc.WHFWhiteHorse Finance, Inc. | $180M | 10.7x | 12.46% | +33.6% | +34.7% |
| 108 | TriplePoint Venture Growth BDC Corp.TPVGTriplePoint Venture Growth BDC Corp. | $178M | 4.4x | 22.88% | +10.6% | −8.2% |
| 109 | Westwood Holdings Group, Inc.WHGWestwood Holdings Group, Inc. | $177M | 20.0x | 3.22% | +6.3% | +14.9% |
| 110 | Amber International Holding LtdAMBRAmber International Holding Ltd. | $156M | — | — | −14.7% | −5.9% |
| 111 | Neostellar Capital Corp.NSLRNeostellar Capital Corp. | $152M | 1.0x | 4.34% | — | −54.1% |
| 112 | Solana CompanyHSDTSolana Co. | $113M | — | — | +3,992.2% | −63.8% |
| 113 | DeFi Development Corp.DFDVDeFi Development Corp. | $109M | — | — | +328.6% | −58.6% |
| 114 | Oxford Square Capital Corp.OXSQOxford Square Capital Corp. | $105M | — | 43.12% | −330.7% | −41.4% |
| 115 | Oxford Square Capital Corp.OXSQHOxford Square Capital Corp. | $90.4M | — | 50.03% | −330.7% | +5.2% |
| 116 | Oxford Square Capital Corp.OXSQGOxford Square Capital Corp invests in middle market companies located in the United States with annual revenues up to USD 200 million and an… | $89.9M | — | 50.34% | −330.7% | +6.6% |
| 117 | The Marygold Companies, Inc.MGLDBased in San Clemente, California, The Marygold Companies Inc., established in 1996 and known as Concierge Technologies, Inc. | $84.1M | — | — | −4.8% | +95.0% |
| 118 | Silvercrest Asset Management Group Inc.SAMGSilvercrest Asset Management Group Inc. | $83.5M | 95.5x | 7.87% | +0.8% | −16.3% |
| 119 | PhenixFIN CorporationPFXPhenixFIN Corporation functions as a Business Development Company (BDC), concentrating its investment efforts on privately arranged debt and… | $81.2M | 17.4x | 0.17% | +8.2% | −0.8% |
| 120 | Hennessy Advisors, Inc.HNNAOperating as a publicly traded entity, Hennessy Advisors, Inc. | $80.5M | 9.7x | 5.77% | −6.9% | +10.2% |
| 121 | BCP Investment CorporationBCICBCP Investment Corporation (BCIC) operates as a business development company, primarily focused on providing capital solutions to middle-mar… | $76.4M | — | 10.70% | +315.6% | −40.0% |
| 122 | Advanced Flower Capital Inc.AFCGAdvanced Flower Capital Inc. | $71.2M | 16.7x | 4.73% | −0.0% | +7.8% |
| 123 | Great Elm Capital Corp. - 8.125GECCHGreat Elm Capital Corp. | $69M | — | 23.63% | −138.0% | +7.6% |
| 124 | Great Elm Capital Corp.GECCGreat Elm Capital Corp. | $68.3M | — | 23.79% | −138.0% | −20.3% |
| 125 | ATIF Holdings Limited Ordinary SharesAUCATIF Holdings Ltd. | $67.7M | — | — | — | −62.1% |
| 126 | Great Elm Group, Inc.GEGGreat Elm Group, Inc., an asset management company, focuses on the credit, real estate, specialty finance, and other alternative strategies… | $67.5M | — | — | +70.2% | −11.7% |
| 127 | Twenty One Capital IncXXITwenty One Capital, Inc. | $56.4M | — | — | — | −67.7% |
| 128 | ZeroStack Corp.ZSTKZeroStack Corp., through its subsidiary, Phatebo GmbH, engages in the pharmaceutical distribution business in Germany. | $54.9M | — | — | −23.6% | −68.7% |
| 129 | OFS Capital CorporationOFSOFS Capital Corporation functions as a business development company, delivering adaptable capital solutions, predominantly through debt fina… | $50.7M | — | 17.97% | −121.0% | −12.2% |
| 130 | Pearl Diver Credit Company Inc.PDPAPearl Diver Credit Company Inc. | $50.6M | — | 30.83% | — | +6.6% |
| 131 | Mount Logan Capital Inc.MLCIMount Logan Capital Inc., through its subsidiaries, provides asset management and insurance solutions in the United States. | $38.8M | — | 3.46% | −165.4% | −54.6% |
| 132 | Royalty Management Holding CorporationRMCORoyalty Management Holding Corporation operates as a royalty enterprise, dedicated to identifying and capitalizing on undervalued opportunit… | $33.2M | — | 0.46% | +133.5% | −33.4% |
| 133 | U.S. Global Investors, Inc.GROWU.S. | $30.7M | 9.6x | 3.60% | −0.4% | +6.4% |
| 134 | Rand Capital CorpRANDRand Capital Corporation is a business development company specializing in subordinated debt with warrants or preferred equity and venture c… | $29M | — | 17.59% | — | −20.4% |
| 135 | Corts Trust Peco Energy Capital Trust IIIKTHThe Corts Trust Peco Energy Capital Trust III is not conducting any business at this time. | $28M | — | — | — | +1.2% |
| 136 | SVRN, Inc.SVRNSVRN, Inc. | $26.7M | — | — | −47.9% | −43.9% |
| 137 | FG Communities Holdings Inc.FGCFG Communities Holdings Inc. | $22.8M | — | — | — | −28.7% |
| 138 | Binah Capital Group, Inc.BCGBinah Capital Group, Inc. | $18.9M | 6.3x | — | +9.0% | −25.5% |
| 139 | Binah Capital Group, Inc.BCGWWBinah Capital Group, Inc., along with its various operating units, specializes in the wealth management sector. | $15.9M | 11.1x | — | +9.0% | +11.4% |
| 140 | Innventure, Inc.INVInnventure, Inc. | $12.2M | — | — | +154.7% | −95.8% |
| 141 | BeneficientBENFBeneficient operates as a technology-driven financial services provider, specializing in delivering liquidity solutions to entities within t… | $11M | — | — | — | −83.2% |
| 142 | Equus Total Return IncEQSEquus Total Return, Inc. | $8.9M | — | — | — | −67.3% |
| 143 | Investcorp Credit Management BDC, Inc.ICMBInvestcorp Credit Management BDC, Inc. | $8.8M | — | 45.85% | −45.1% | −76.5% |
| 144 | TaoWeave, Inc.TWAVTaoWeave, Inc. | $5M | — | — | +4.1% | −49.4% |
| 145 | CaliberCos Inc.CWDCaliberCos Inc., established in 2009 and headquartered in Scottsdale, Arizona, functions as a real estate investment and asset management fi… | $4.3M | — | — | −61.9% | −86.2% |
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