| Ticker | Company | Zen Rating | Growth | Market Cap | Revenue | EBITDA | Earnings | EPS | Rev. Y/Y | Rev. 5Y | Earn. Y/Y | Earn. 5Y | Earnings Date |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AAMI | ACADIAN ASSET MANAGEMENT INC | $2.45B | $610.80M | $162.00M | $84.20M | $2.34 | 17.51% | 4.91% | -3.31% | -7.63% | |||
| WHG | WESTWOOD HOLDINGS GROUP INC | $150.00M | $99.48M | $14.93M | $7.36M | $0.87 | 4.45% | 8.30% | 1,640.00% | N/A | |||
| RPC | RIDGEPOST CAPITAL INC | $904.28M | $304.70M | $89.91M | $23.47M | $0.22 | 2.25% | 28.11% | 37.50% | -9.38% | |||
| AMG | AFFILIATED MANAGERS GROUP INC | $7.76B | $2.12B | $1.21B | $754.70M | $26.88 | 4.18% | 0.41% | 87.32% | 26.74% | |||
| SII | SPROTT INC | $3.33B | $384.67M | $120.41M | $84.61M | $3.27 | 113.15% | 21.62% | 67.69% | 22.41% | |||
| VCTR | VICTORY CAPITAL HOLDINGS INC | $5.35B | $1.47B | $648.02M | $294.10M | $4.51 | 64.34% | 13.47% | -1.31% | 6.77% | |||
| PSEC | PROSPECT CAPITAL CORP | $1.09B | $650.64M | $94.65M | -$158.45M | -$0.37 | -14.92% | 0.97% | N/A | N/A | |||
| BEN | FRANKLIN RESOURCES INC | $16.54B | $9.03B | $1.65B | $733.60M | $1.31 | 3.82% | 5.41% | 92.65% | -9.35% | |||
| WT | WISDOMTREE INC | $2.97B | $545.14M | $140.26M | $61.37M | $0.43 | 24.18% | 16.07% | 22.86% | N/A | |||
| SSSS | SURO CAPITAL CORP | $344.39M | $1.92M | $210.16M | $205.25M | $8.18 | -47.34% | 0.59% | N/A | -5.55% | |||
| NOAH | NOAH HOLDINGS LTD | $697.34M | $382.73M | $155.08M | $81.94M | $1.17 | 4.06% | -6.01% | 21.89% | N/A | |||
| NTRS | NORTHERN TRUST CORP | $30.32B | $8.36B | $3.30B | $1.83B | $9.60 | -2.49% | 6.65% | -10.78% | 11.26% | |||
| SEIC | SEI INVESTMENTS CO | $10.89B | $2.37B | $1.03B | $738.28M | $5.99 | 9.39% | 6.54% | 28.27% | 13.22% | |||
| HLNE | HAMILTON LANE INC | $4.75B | $763.40M | $342.48M | $233.51M | $5.66 | 10.37% | 19.32% | 3.47% | 18.23% | 2026-05-21 | ||
| AMP | AMERIPRISE FINANCIAL INC | $42.29B | $18.94B | $5.21B | $3.90B | $40.74 | 8.39% | 9.11% | 35.98% | N/A | |||
| IVZ | INVESCO LTD | $12.02B | $6.59B | -$626.80M | -$1.09B | -$1.47 | 7.70% | 1.21% | N/A | N/A | |||
| FHI | FEDERATED HERMES INC | $4.10B | $1.86B | $568.47M | $394.40M | $5.15 | 11.86% | 5.35% | 45.48% | 8.85% | |||
| TRIN | TRINITY CAPITAL INC | $1.51B | $318.40M | $225.36M | $138.35M | $1.90 | 26.04% | 39.61% | -17.39% | -6.65% | |||
| CSWC | CAPITAL SOUTHWEST CORP | $1.42B | $226.75M | $121.85M | $103.08M | $1.87 | 14.25% | 28.03% | 32.62% | 19.11% | 2026-05-25 | ||
| BLK | BLACKROCK INC | $167.95B | $25.64B | $10.57B | $6.26B | $40.33 | 22.35% | 8.70% | -3.08% | 2.98% | 2026-07-15 | ||
| TCPC | BLACKROCK TCP CAPITAL CORP | $348.20M | $188.48M | -$61.07M | -$126.13M | -$1.49 | -27.40% | 1.84% | N/A | N/A | |||
| HRZN | HORIZON TECHNOLOGY FINANCE CORP | $290.11M | $95.58M | $54.81M | $21.55M | $0.49 | -2.77% | 14.23% | N/A | -7.41% | |||
| BCIC | BCP INVESTMENT CORP | $94.94M | $66.63M | $23.54M | $1.40M | -$0.23 | 14.84% | 4.56% | N/A | N/A | |||
| PAX | PATRIA INVESTMENTS LTD | $1.81B | $381.73M | $173.47M | $85.65M | $0.54 | 2.01% | 27.12% | 14.89% | 0.30% | |||
| GLAD | GLADSTONE CAPITAL CORP | $434.01M | $96.10M | $64.30M | $42.33M | $1.88 | 3.40% | 13.92% | -52.28% | -12.57% | |||
| PFLT | PENNANTPARK FLOATING RATE CAPITAL LTD | $841.37M | $268.53M | $162.28M | $61.97M | $0.62 | 15.26% | 25.96% | -30.34% | -18.46% | 2026-05-18 | ||
| GCMG | GCM GROSVENOR INC | $2.15B | $556.50M | $92.96M | $50.38M | $0.93 | 4.80% | 4.31% | 144.74% | 42.19% | |||
| BCSF | BAIN CAPITAL SPECIALTY FINANCE INC | $866.64M | $272.58M | $159.12M | $73.60M | $1.14 | -4.36% | 7.17% | -34.48% | -13.69% | |||
| AB | ALLIANCEBERNSTEIN HOLDING LP | $3.55B | $342.26M | $342.26M | $311.04M | $3.24 | -25.34% | 0.89% | -12.90% | 1.35% | |||
| TROW | PRICE T ROWE GROUP INC | $21.86B | $7.41B | $3.16B | $2.09B | $9.35 | 4.23% | 2.43% | 5.89% | -4.68% | |||
| VINP | VINCI COMPASS INVESTMENTS LTD | $672.54M | $195.87M | $90.61M | $43.60M | $0.69 | 83.47% | 22.23% | 80.92% | -30.17% | |||
| FDUS | FIDUS INVESTMENT CORP | $713.16M | $166.90M | $119.51M | $82.63M | $2.27 | 12.77% | 13.55% | -2.58% | -4.52% | |||
| SCM | STELLUS CAPITAL INVESTMENT CORP | $262.55M | $100.48M | $60.68M | $23.71M | $0.82 | -3.10% | 12.65% | -42.66% | -25.40% | |||
| STEP | STEPSTONE GROUP INC | $6.38B | $1.78B | -$627.65M | -$546.53M | -$6.90 | 54.50% | 25.50% | N/A | N/A | 2026-05-21 | ||
| ALTI | ALTI GLOBAL INC | $527.63M | $271.73M | -$74.60M | -$113.91M | -$1.27 | 29.50% | N/A | N/A | N/A | |||
| GECC | GREAT ELM CAPITAL CORP | $85.99M | $47.04M | -$14.58M | -$32.99M | -$2.56 | 9.62% | 16.67% | N/A | N/A | |||
| STT | STATE STREET CORP | $42.30B | $14.46B | $4.10B | $2.83B | $10.02 | 9.97% | 4.52% | 11.09% | 10.26% | 2026-07-14 | ||
| BN | BROOKFIELD CORP | $112.79B | $75.10B | $29.92B | $1.31B | $0.51 | -12.68% | 3.66% | 142.86% | N/A | |||
| APAM | ARTISAN PARTNERS ASSET MANAGEMENT INC | $2.59B | $1.22B | $413.87M | $287.22M | $3.95 | 8.71% | 4.36% | 8.82% | -0.35% | |||
| OWL | BLUE OWL CAPITAL INC | $14.75B | $2.94B | $703.44M | $86.95M | $0.13 | 19.26% | 56.95% | -13.33% | N/A | |||
| CNS | COHEN & STEERS INC | $3.67B | $567.29M | $226.73M | $155.81M | $3.03 | 7.20% | 4.86% | -1.94% | 6.81% | 2026-07-16 | ||
| VRTS | VIRTUS INVESTMENT PARTNERS INC | $922.27M | $834.47M | $392.22M | $116.87M | $17.23 | -7.57% | 4.29% | 0.58% | 1.76% | |||
| HTGC | HERCULES CAPITAL INC | $2.91B | $554.52M | $438.74M | $331.90M | $1.82 | 12.81% | 14.45% | 36.84% | -8.45% | |||
| PNNT | PENNANTPARK INVESTMENT CORP | $267.06M | $109.70M | $54.13M | $13.81M | $0.20 | -20.72% | 5.32% | -72.60% | -36.90% | 2026-05-18 | ||
| BX | BLACKSTONE INC | $87.58B | $14.78B | $4.70B | $3.05B | $3.91 | 15.17% | 0.41% | 18.13% | -6.56% | |||
| KKR | KKR & CO INC | $87.07B | $20.67B | $7.11B | $2.80B | $3.15 | 34.83% | 16.11% | 27.02% | -18.18% | |||
| MFIC | MIDCAP FINANCIAL INVESTMENT CORP | $907.75M | $314.01M | $131.06M | $5.97M | $0.05 | 0.59% | 7.70% | -95.90% | -50.72% | |||
| WHF | WHITEHORSE FINANCE INC | $157.55M | $69.73M | $9.39M | $9.39M | $0.41 | -19.05% | 1.37% | 5.13% | -32.70% | |||
| PFG | PRINCIPAL FINANCIAL GROUP INC | $21.72B | $15.46B | $2.08B | $1.56B | $7.07 | -1.98% | 2.90% | 50.75% | 3.61% | |||
| BK | BANK OF NEW YORK MELLON CORP | $92.67B | $20.70B | $9.34B | $5.72B | $8.15 | 9.60% | 5.79% | 31.88% | 16.80% | 2026-07-15 | ||
| INV | INNVENTURE INC | $564.78M | $3.28M | -$154.49M | -$171.13M | -$2.81 | 168.44% | N/A | N/A | N/A | |||
| NMFC | NEW MOUNTAIN FINANCE CORP | $764.12M | $310.22M | $62.53M | -$57.85M | -$0.57 | -15.42% | 3.02% | N/A | N/A | |||
| TPVG | TRIPLEPOINT VENTURE GROWTH BDC CORP | $237.50M | $91.25M | $70.69M | $42.68M | $1.06 | -10.39% | 0.21% | 15.22% | -9.01% | |||
| CION | CION INVESTMENT CORP | $335.08M | $234.28M | $91.00M | -$957.00k | -$0.02 | -0.28% | 8.70% | N/A | N/A | |||
| CGBD | CARLYLE SECURED LENDING INC | $778.37M | $264.78M | $142.95M | $51.70M | $0.71 | 17.45% | 8.96% | -48.18% | -24.37% | |||
| TPG | TPG INC | $16.06B | $4.14B | $534.37M | $157.74M | $0.77 | 11.44% | N/A | 7,600.00% | N/A | |||
| MAAS | MAASE INC | $160.76M | $211.90M | -$9.32M | -$27.52M | -$3.66 | -18.25% | 63.00% | N/A | N/A | 2026-05-19 | ||
| OFS | OFS CAPITAL CORP | $47.08M | $39.30M | -$20.85M | -$37.39M | -$2.79 | -10.73% | -1.83% | N/A | N/A | |||
| NCDL | NUVEEN CHURCHILL DIRECT LENDING CORP | $655.86M | $200.53M | $59.91M | $59.28M | $1.51 | -11.28% | 64.69% | -24.12% | 4.70% | |||
| ARES | ARES MANAGEMENT CORP | $27.40B | $5.91B | $1.87B | $521.53M | $2.14 | 38.51% | 19.66% | 25.15% | 7.65% | |||
| BXSL | BLACKSTONE SECURED LENDING FUND | $5.59B | $1.39B | $844.08M | $438.89M | $1.91 | 0.43% | 25.80% | -39.56% | -21.06% | |||
| CCAP | CRESCENT CAPITAL BDC INC | $410.10M | $163.07M | $16.83M | $15.09M | $0.41 | -13.78% | 15.64% | -69.40% | -40.22% | |||
| GAIN | GLADSTONE INVESTMENT CORPORATION | $653.48M | $99.08M | $221.89M | $184.75M | $4.77 | 5.78% | 11.84% | 167.98% | 30.10% | |||
| GSBD | GOLDMAN SACHS BDC INC | $1.01B | $347.42M | $191.06M | $74.08M | $0.65 | -17.24% | 9.21% | 44.44% | -34.59% | |||
| ARCC | ARES CAPITAL CORP | $13.57B | $3.08B | $1.82B | $1.15B | $1.63 | 2.05% | 15.01% | -20.10% | -13.93% | |||
| PSBD | PALMER SQUARE CAPITAL BDC INC | $331.44M | $119.40M | -$35.93M | -$83.60M | -$1.04 | -14.68% | 28.79% | N/A | N/A | |||
| SAMG | SILVERCREST ASSET MANAGEMENT GROUP INC | $142.17M | $125.33M | $9.76M | $2.65M | $0.31 | 0.45% | 2.49% | -67.37% | -15.74% | |||
| SAR | SARATOGA INVESTMENT CORP | $356.43M | $125.71M | $85.77M | $36.60M | $2.31 | -15.55% | 16.87% | 14.36% | 11.84% | |||
| BAM | BROOKFIELD ASSET MANAGEMENT LTD | $76.52B | $5.07B | $2.94B | $2.52B | $1.56 | 21.47% | N/A | 8.33% | N/A | |||
| FSK | FS KKR CAPITAL CORP | $3.08B | $1.42B | -$94.00M | -$550.00M | -$1.97 | -15.65% | 15.15% | N/A | N/A | |||
| MAIN | MAIN STREET CAPITAL CORP | $4.69B | $569.45M | $570.43M | $426.30M | $4.75 | 4.21% | 19.96% | -19.49% | 4.08% | |||
| SLRC | SLR INVESTMENT CORP | $721.76M | $214.65M | $158.18M | $89.74M | $1.64 | -5.65% | 11.47% | 1.23% | -9.29% | |||
| CG | CARLYLE GROUP INC | $17.29B | $4.06B | $1.04B | $546.50M | $1.52 | -28.89% | -7.87% | -49.83% | -21.78% | |||
| APO | APOLLO GLOBAL MANAGEMENT INC | $78.05B | $31.56B | $5.66B | $1.05B | $1.62 | 28.18% | 38.84% | -71.92% | -26.61% | |||
| GBDC | GOLUB CAPITAL BDC INC | $3.40B | $831.33M | $473.24M | $204.80M | $0.78 | 0.13% | 22.98% | -31.58% | -21.93% | |||
| TSLX | SIXTH STREET SPECIALTY LENDING INC | $1.68B | $426.10M | $237.97M | $107.54M | $1.14 | -11.43% | 9.55% | -39.68% | -23.10% | |||
| OXSQ | OXFORD SQUARE CAPITAL CORP | $154.32M | $39.12M | -$26.06M | -$36.13M | -$0.43 | -7.22% | 2.56% | N/A | N/A | |||
| MLCI | MOUNT LOGAN CAPITAL INC | $38.60M | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | |||
| BUR | BURFORD CAPITAL LTD | $1.02B | -$1.43B | -$1.43B | -$1.60B | -$7.32 | N/A | N/A | N/A | N/A | 2026-06-16 | ||
| HNNA | HENNESSY ADVISORS INC | $78.39M | $33.01M | $14.04M | $8.38M | $1.07 | -7.14% | 1.94% | -14.40% | 2.41% | |||
| GEG | GREAT ELM GROUP INC | $67.73M | $22.83M | -$17.30M | -$22.94M | -$0.70 | 16.30% | -16.24% | N/A | N/A | |||
| BCG | BINAH CAPITAL GROUP INC | $30.93M | $186.91M | $7.18M | $3.17M | $0.12 | 5.96% | N/A | N/A | N/A | |||
| JHG | JANUS HENDERSON GROUP PLC | $7.97B | $3.17B | $1.09B | $786.10M | $5.07 | 24.50% | 5.80% | 101.19% | 11.67% | |||
| GROW | U S GLOBAL INVESTORS INC | $68.83M | $9.48M | $3.86M | $3.16M | $0.26 | 6.18% | -10.15% | N/A | -32.82% | |||
| WTF | WATON FINANCIAL LTD | $136.51M | $9.73M | N/A | -$19.19M | -$0.43 | -7.83% | N/A | N/A | N/A | |||
| PS | PERSHING SQUARE INC | N/A | $762.51M | $288.60M | $249.78M | N/A | 67.40% | N/A | N/A | N/A | |||
| RAND | RAND CAPITAL CORP | $32.43M | $5.71M | -$9.07M | -$9.25M | -$3.09 | -32.86% | 10.38% | N/A | N/A | |||
| CWD | CALIBERCOS INC | $8.84M | $17.13M | -$12.80M | -$21.01M | -$5.71 | -51.65% | N/A | N/A | N/A | |||
| EQS | EQUUS TOTAL RETURN INC | $19.27M | $1.37M | -$13.46M | -$14.16M | -$1.03 | 7.77% | 33.98% | N/A | N/A | |||
| BENF | BENEFICIENT | $52.02M | -$27.69M | -$32.04M | -$49.57M | -$73.77 | N/A | N/A | N/A | N/A | |||
| MGLD | MARYGOLD COMPANIES INC | $46.24M | $29.01M | -$1.03M | -$2.19M | -$0.04 | -2.33% | -5.88% | N/A | N/A | |||
| TGE | GENERATION ESSENTIALS GROUP | $47.49M | $98.33M | $17.57M | -$7.75M | -$0.17 | 27.67% | N/A | N/A | N/A | |||
| AURE | AURELION INC | $19.53M | $1.79M | -$22.75M | -$22.73M | -$4.43 | 577.13% | -6.97% | N/A | N/A | |||
| CRBG | COREBRIDGE FINANCIAL INC | $12.59B | $18.89B | $1.62B | $245.00M | $0.43 | 14.62% | N/A | -57.84% | N/A | |||
| PFX | PHENIXFIN CORP | $80.43M | $24.89M | $8.89M | -$1.05M | -$0.52 | 3.53% | -2.32% | N/A | N/A | |||
| ICMB | INVESTCORP CREDIT MANAGEMENT BDC INC | $20.64M | $16.58M | -$11.71M | -$19.68M | -$1.37 | -21.47% | -9.76% | N/A | N/A | |||
| ALP | ALPHA COMPUTE CORP | $1.89M | $0.00 | -$14.88M | -$14.89M | -$8.01 | N/A | N/A | N/A | N/A | |||
| BVC | BITVENTURES LTD | $80.83M | $0.00 | -$4.88M | -$5.37M | $0.00 | -100.00% | -100.00% | N/A | -100.00% | |||
| RMCO | ROYALTY MANAGEMENT HOLDING CORP | $34.87M | $5.66M | -$1.22M | -$1.32M | -$0.08 | 261.10% | N/A | N/A | N/A | |||
| AMTD | AMTD IDEA GROUP | $98.77M | $101.22M | $65.66M | $41.44M | $0.48 | 25.80% | -6.83% | -33.33% | -32.13% |