16 companies

T. Rowe Price Group

Market Cap: US$19.2b

A publicly owned investment manager.

TROW

US$87.51

7D

-2.0%

1Y

-7.0%

OTC Markets Group

Market Cap: US$625.3m

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

OTCM

US$52.78

7D

-2.9%

1Y

12.3%

Hennessy Advisors

Market Cap: US$76.9m

An publicly owned investment manager.

HNNA

US$9.67

7D

-3.3%

1Y

-7.6%

Federated Hermes

Market Cap: US$4.1b

A publicly owned investment manager.

FHI

US$55.95

7D

-1.5%

1Y

40.4%

Moelis

Market Cap: US$4.2b

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

MC

US$53.13

7D

-3.4%

1Y

-11.7%

Virtus Investment Partners

Market Cap: US$881.3m

A publicly owned investment manager.

VRTS

US$130.16

7D

-1.6%

1Y

-26.4%

Cass Information Systems

Market Cap: US$570.5m

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

CASS

US$43.48

7D

-2.6%

1Y

-1.1%

Silvercrest Asset Management Group

Market Cap: US$158.5m

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

SAMG

US$13.04

7D

-12.5%

1Y

-22.1%

Franklin Resources

Market Cap: US$12.8b

A publicly owned asset investment manager.

BEN

US$23.67

7D

-5.2%

1Y

17.9%

Value Line

Market Cap: US$341.7m

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

VALU

US$35.89

7D

-2.9%

1Y

-2.4%

FinVolution Group

Market Cap: US$1.6b

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

FINV

US$5.88

7D

10.1%

1Y

-44.6%

Vinci Compass Investments

Market Cap: US$683.0m

Operates as an asset management firm in Brazil.

New

VINP

US$10.31

7D

-4.1%

1Y

-0.4%

Radian Group

Market Cap: US$4.5b

Provides mortgage insurance in the United States.

RDN

US$32.77

7D

0.5%

1Y

3.4%

Central Securities

Market Cap: US$1.5b

Central Securities Corp. is a publicly owned investment manager.

CET

US$50.05

7D

-1.9%

1Y

10.2%

BlackRock

Market Cap: US$158.4b

A publicly owned investment manager.

BLK

US$968.31

7D

1.8%

1Y

1.2%

Adams Diversified Equity Fund

Market Cap: US$2.8b

A publicly owned investment manager.

ADX

US$22.53

7D

-2.2%

1Y

18.0%