18 companies

T. Rowe Price Group

Market Cap: US$19.6b

A publicly owned investment manager.

TROW

US$88.45

7D

2.6%

1Y

-3.4%

Hennessy Advisors

Market Cap: US$77.0m

An publicly owned investment manager.

HNNA

US$9.59

7D

-1.6%

1Y

-8.6%

OTC Markets Group

Market Cap: US$625.6m

Operates regulated markets for trading 12,000 U.S.

OTCM

US$52.50

7D

-0.8%

1Y

11.4%

Moelis

Market Cap: US$4.4b

Operates as an investment banking advisory company in North and South America, Europe, the Middle East, Asia, and Australia.

MC

US$54.28

7D

0.6%

1Y

-6.3%

Federated Hermes

Market Cap: US$4.2b

A publicly owned investment manager.

FHI

US$56.00

7D

0.6%

1Y

37.6%

Virtus Investment Partners

Market Cap: US$891.8m

A publicly owned investment manager.

VRTS

US$129.11

7D

2.0%

1Y

-25.5%

Cass Information Systems

Market Cap: US$566.5m

Provides payment and information processing services to manufacturing, distribution, and retail enterprises in the United States.

CASS

US$43.39

7D

-0.1%

1Y

2.1%

Franklin Resources

Market Cap: US$12.3b

A publicly owned asset investment manager.

BEN

US$22.75

7D

-3.0%

1Y

18.0%

Silvercrest Asset Management Group

Market Cap: US$157.0m

A wealth management firm, provides financial advisory and related family office services in the United States.

SAMG

US$13.34

7D

-0.07%

1Y

-19.0%

Value Line

Market Cap: US$337.2m

Engages in the production and sale of investment periodicals and related publications.

VALU

US$34.95

7D

-1.8%

1Y

-7.8%

SuRo Capital

Market Cap: US$260.7m

A venture capital, mezzanine, secondary(direct) and business development company specializing in growth capital, emerging growth, late stage and venture capital-backed private companies.

New

SSSS

US$10.05

7D

4.8%

1Y

98.2%

FinVolution Group

Market Cap: US$1.2b

An investment holding company, operates in the online consumer finance industry in the People’s Republic of China, Indonesia, and internationally.

FINV

US$4.66

7D

-15.0%

1Y

-52.3%

MarketWise

Market Cap: US$284.9m

Operates a content and technology multi-brand platform for self-directed investors in the United States and Internationally.

New

MKTW

US$18.68

7D

26.2%

1Y

87.1%

Cohen & Steers

Market Cap: US$3.2b

A publicly owned asset management holding company.

New

CNS

US$60.83

7D

-2.2%

1Y

-22.6%

Central Securities

Market Cap: US$1.4b

Central Securities Corp. is a publicly owned investment manager.

CET

US$48.67

7D

-1.4%

1Y

8.2%

Radian Group

Market Cap: US$4.5b

Provides mortgage insurance in the United States.

RDN

US$32.59

7D

0.4%

1Y

-0.7%

BlackRock

Market Cap: US$158.0b

A publicly owned investment manager.

BLK

US$933.85

7D

-2.5%

1Y

-1.4%

Adams Diversified Equity Fund

Market Cap: US$2.7b

A publicly owned investment manager.

ADX

US$21.31

7D

-3.5%

1Y

12.6%