Asset Management
•395 stocks
•
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Price Performance Heatmap
5Y Price (Market Cap Weighted)
All Stocks (395)
| Company | Market Cap | Price |
|---|---|---|
|
FRGE
Forge Global Holdings, Inc.
Forge has asset management/fund management capabilities (e.g., Megacorn fund and related instruments) via Accuidity and Forge Global Advisors.
|
$243.48M |
$21.07
+6.68%
|
|
NWFL
Norwood Financial Corp.
Asset management capacity aligns with NWFL’s fiduciary services and custody-like offerings for clients.
|
$242.81M |
$26.37
+0.57%
|
|
LIEN
Chicago Atlantic BDC, Inc.
As an externally managed BDC, LIEN provides asset management/fund management services to investors.
|
$234.82M |
$10.25
+1.49%
|
|
FUNC
First United Corporation
The Wealth Management segment carries substantial assets under management (about $1.7 billion), a core Asset Management function.
|
$226.88M |
$35.10
+0.23%
|
|
CFFI
C&F Financial Corporation
Asset management / wealth management mandate tied to advisory services.
|
$224.71M |
$69.05
-0.45%
|
|
MYFW
First Western Financial, Inc.
Company offers asset management services including portfolio management and advisory for wealth clients.
|
$221.12M |
$22.66
-0.44%
|
|
FVR
FrontView REIT, Inc.
Internalization of management represents in-house asset/portfolio management capabilities.
|
$216.92M |
$13.37
-1.00%
|
|
LCNB
LCNB Corp.
Asset Management & Brokerage reflects trust and wealth-management activities and potential brokerage services.
|
$215.63M |
$15.54
+2.10%
|
|
OPOF
Old Point Financial Corporation
Asset management is represented by Old Point Trust Financial Services within wealth management.
|
$214.92M |
$42.10
|
|
SSSS
SuRo Capital Corp.
Core business is asset management of a concentrated private-equity style AI portfolio.
|
$213.62M |
$9.91
+9.32%
|
|
VABK
Virginia National Bankshares Corporation
Trust and estate services indicate asset management/wealth management activities, which maps to Asset Management.
|
$212.44M |
$39.05
-0.89%
|
|
HWBK
Hawthorn Bancshares, Inc.
Wealth Management includes asset management, aligning with HWBK's growth into this segment.
|
$210.55M |
$30.52
+0.68%
|
|
HVII
Hennessy Capital Investment Corp. VII
HVII manages the raised capital and trust investments prior to a business combination, aligning with asset management activities.
|
$210.29M |
$10.63
-0.47%
|
|
MITT
AG Mortgage Investment Trust, Inc.
The presence of an internal asset management framework (Red Creek) and collaboration with TPG Angelo Gordon implies Asset Management activities.
|
$209.51M |
$7.07
+0.14%
|
|
ESSA
ESSA Bancorp, Inc.
Asset Management reflects wealth/trust services that ESSA provides and earns fees from.
|
$209.29M |
$20.61
|
|
VOXR
Vox Royalty Corp.
Management of a diversified portfolio of royalties and cash flows aligns with asset management/investment management.
|
$207.99M |
$4.26
+3.02%
|
|
FCCO
First Community Corporation
Asset management services are provided as part of FCCO's investment-related activities.
|
$204.56M |
$26.87
+0.90%
|
|
FRAF
Franklin Financial Services Corporation
Asset management and brokerage-related services are part of the wealth management segment.
|
$203.88M |
$45.43
-0.66%
|
|
FXNC
First National Corporation
Wealth management services imply asset management offerings to clients.
|
$200.31M |
$22.44
+0.67%
|
|
EARN
Ellington Credit Company
Ellington Credit Company is an asset management firm managing a CLO-focused investment strategy.
|
$197.19M |
$5.21
-0.67%
|
|
GHI
Greystone Housing Impact Investors LP
GHI operates as an asset manager/owner of investments in housing finance and JV equity, indicating Asset Management.
|
$196.77M |
$8.40
-0.12%
|
|
EFSI
Eagle Financial Services, Inc.
Asset Management captures the wealth management services and assets under management noted in the Wealth Management segment.
|
$195.13M |
$36.03
-0.69%
|
|
CBNA
Chain Bridge Bancorp, Inc.
CBNA's Trust and Wealth Management services align with asset management offerings for personal and institutional clients.
|
$193.70M |
$30.20
+2.29%
|
|
SAMG
Silvercrest Asset Management Group Inc.
Silvercrest Asset Management Group provides asset management services, including discretionary client portfolios and fund management across strategies.
|
$190.28M |
$14.32
+0.92%
|
|
CCFN
Muncy Columbia Financial Corporation
Engages in asset management / wealth management services.
|
$186.20M |
$52.66
|
|
ATLO
Ames National Corporation
Asset management services linked to wealth management revenue streams.
|
$185.09M |
$20.99
+1.11%
|
|
BTCS
BTCS Inc.
BTCS manages a crypto asset treasury (ETH holdings) as an investment and treasury management service.
|
$181.16M |
$3.63
-3.58%
|
|
NKSH
National Bankshares, Inc.
Asset management/brokerage capabilities implied by NBFS investment services and trust income.
|
$172.96M |
$28.80
+5.96%
|
|
WHF
WhiteHorse Finance, Inc.
WHF operates as an externally managed BDC, implying asset management/investment management services to investors.
|
$168.28M |
$7.17
-1.04%
|
|
MRBK
Meridian Corporation
Asset Management reflects Meridian's Wealth Management operations and asset-management-related services.
|
$161.61M |
$14.34
+0.14%
|
|
UTGN
UTG, Inc.
In-house, actively managed investment portfolio serving as the company's core earnings engine.
|
$158.77M |
$44.00
|
|
WHG
Westwood Holdings Group, Inc.
Westwood Holdings Group is a boutique asset manager providing asset management and fund management services.
|
$152.51M |
$16.43
+1.05%
|
|
MRCC
Monroe Capital Corporation
MRCC is externally managed by Monroe Capital LLC, meaning asset-management services/support are a core aspect of its structure.
|
$151.99M |
$7.00
-0.14%
|
|
FNWD
Finward Bancorp
Wealth management capabilities imply an asset management/financial advisory offering.
|
$146.16M |
$33.83
+0.12%
|
|
CHCI
Comstock Holding Companies, Inc.
CHCI derives substantial recurring revenue from asset management for its Anchor Portfolio and affiliated real estate assets.
|
$143.47M |
$14.20
-0.35%
|
|
CSBB
CSB Bancorp, Inc.
Asset management capabilities are implied via investment services and brokerage activities.
|
$139.86M |
$51.00
|
|
RMBI
Richmond Mutual Bancorporation, Inc.
Wealth management and trust services are part of RMBI's fee-based offerings with $214.2M AUM.
|
$138.11M |
$13.15
-0.90%
|
|
BCHG
Grayscale Bitcoin Cash Trust
BCHG is an asset-management product (a Grayscale security) that provides investors with passive exposure to Bitcoin Cash through a managed trust structure.
|
$136.95M |
$3.92
|
|
OXSQ
Oxford Square Capital Corp.
Oxford Square Capital operates as an asset manager, deploying capital and managing investment assets for shareholders.
|
$132.76M |
$1.83
-1.34%
|
|
ENBP
ENB Financial Corp
Asset management and brokerage services implied by trust and investment services income.
|
$128.03M |
$22.50
|
|
SBFG
SB Financial Group, Inc.
Wealth Management / Private Client services are part of SBFG's diversified financial services.
|
$122.41M |
$19.02
+1.41%
|
|
SIEB
Siebert Financial Corp.
Asset Management & Brokerage via Siebert’s advisory and brokerage offerings.
|
$117.19M |
$2.81
-3.10%
|
|
DUOT
Duos Technologies Group, Inc.
Asset management services for diversified investment and operations (AMA).
|
$116.42M |
$9.93
-0.60%
|
|
SORA
AsiaStrategy
Core business: asset management and fund management operations for digital asset investments.
|
$113.44M |
$5.28
+3.33%
|
|
RITR
Reitar Logtech Holdings Limited Ordinary shares
Asset Management services offered to clients (asset management & professional consultancy).
|
$112.40M |
$1.77
-1.39%
|
|
RBKB
Rhinebeck Bancorp, Inc.
Wealth management offering via Rhinebeck Asset Management indicates asset management services.
|
$111.43M |
$10.16
+1.20%
|
|
RVSB
Riverview Bancorp, Inc.
Asset management and wealth services (Trust Company) contributing non-interest income.
|
$107.61M |
$5.09
-0.78%
|
|
PTMN
Portman Ridge Finance Corporation
Asset management / fund management for a diversified investment portfolio is a primary service.
|
$106.39M |
$11.66
|
|
PFBX
Peoples Financial Corporation
Trust services and related fiduciary/asset management activities are part of the bank’s offerings.
|
$103.74M |
$20.24
|
|
FKYS
First Keystone Corporation
Trust department and related asset management services contribute to advisory capabilities and non-interest income.
|
$102.30M |
$16.70
|
|
SFDL
Security Federal Corporation
Subsidiaries manage investment securities and trust services, indicating asset management/brokerage offerings.
|
$102.27M |
$30.90
|
|
FMBM
F & M Bank Corp.
Wealth management/asset management offerings contribute to non-interest income.
|
$85.80M |
$27.10
|
|
IROQ
IF Bancorp, Inc.
Wealth management is offered via licenses alongside insurance and asset management capabilities.
|
$84.79M |
$26.20
+3.56%
|
|
AMTD
AMTD IDEA Group
Operates as an investment holding with capital, liquidity and asset management responsibilities.
|
$84.31M |
$1.06
|
|
DOMH
Dominari Holdings Inc.
Dominari Financial segment includes asset management and pooled investment vehicles, generating management and advisory fees.
|
$79.66M |
$5.21
-4.14%
|
|
UWHR
Uwharrie Capital Corp
Asset management activities through wealth management align with Asset Management.
|
$73.88M |
$10.49
|
|
BOTJ
Bank of the James Financial Group, Inc.
Asset management via PWW complements the bank’s revenue from wealth management activities.
|
$73.78M |
$16.20
-0.28%
|
|
ICG
Intchains Group Limited
Company uses self-funded Ethereum treasury with yield strategy, resembling asset/treasury management.
|
$70.18M |
$1.17
-0.43%
|
|
GEG
Great Elm Group, Inc.
GEG's core business is asset management, overseeing GECC, GECIF, and Monomoy platforms as an alternative asset manager.
|
$69.29M |
$2.44
-1.61%
|
|
CBKM
Consumers Bancorp, Inc.
Manages investments and securities for clients, including municipal securities via CNB Investment Co., aligning with Asset Management.
|
$67.38M |
$23.38
|
|
FSEA
First Seacoast Bancorp
Asset Management encompasses managing client assets as part of wealth management offerings.
|
$55.05M |
$11.50
-1.46%
|
|
SWIN
Solowin Holdings Ordinary Share
Corporate finance and asset management ambitions imply an asset management revenue stream; hence Asset Management.
|
$52.41M |
$3.27
-0.15%
|
|
SPRU
Spruce Power Holding Corporation
Provides asset management for its owned and third-party solar asset portfolios, a core revenue driver.
|
$51.88M |
$2.90
-0.52%
|
|
ASRV
AmeriServ Financial, Inc.
Wealth management and asset management services are provided via AmeriServ's advisory and asset management divisions.
|
$50.88M |
$3.06
-0.49%
|
|
LRFC
Logan Ridge Finance Corporation
LRFC operates as an asset manager (a BDC) that manages capital and invests on behalf of funds.
|
$50.67M |
$19.08
|
|
NRT
North European Oil Royalty Trust
Asset management-like structure pooling royalties and distributing cash to investors; aligns with asset-management/ fund-like characteristics.
|
$50.55M |
$5.59
+1.64%
|
|
HGBL
Heritage Global Inc.
NLEX brokerage and asset disposition capabilities align with Asset Management & Brokerage.
|
$50.09M |
$1.46
+2.46%
|
|
RMCO
Royalty Management Holding Corporation
RMCO functions as an asset manager managing a diversified royalty and IP asset portfolio.
|
$48.10M |
$3.11
-3.42%
|
|
MGLD
The Marygold Companies, Inc.
Marygold operates a U.S. fund management subsidiary (USCF Investments), a core asset management business.
|
$42.84M |
$1.07
+7.00%
|
|
CRCW
The Crypto Company
CRCW's pivot centers on managing crypto assets as an asset class, i.e., asset management for digital assets.
|
$41.98M |
$0.00
|
|
RAND
Rand Capital Corporation
Rand Capital operates as an asset manager, overseeing investment portfolios for shareholders.
|
$41.46M |
$13.62
-2.44%
|
|
ICMB
Investcorp Credit Management BDC, Inc.
ICMB operates as an asset manager / fund management vehicle within a broader platform.
|
$41.08M |
$2.83
-0.70%
|
|
MOGO
Mogo Inc.
Asset Management reflects Mogo’s wealth assets under management and advisory services.
|
$38.85M |
$1.58
-0.94%
|
|
HBUV
Hubilu Venture Corporation
HBUV explicitly references asset management services as part of its business model.
|
$34.11M |
$0.11
|
|
LGL
The LGL Group, Inc.
Asset management and brokerage activities through merchant investment and capital deployment.
|
$33.62M |
N/A
|
|
GROW
U.S. Global Investors, Inc.
Engages in asset management operations, including managing fund assets and client portfolios.
|
$33.39M |
$2.55
+0.39%
|
|
BCG
Binah Capital Group, Inc.
BCG engages in asset management, overseeing client assets and fund-related activities.
|
$27.06M |
$1.57
-3.68%
|
|
NYC
American Strategic Investment Co.
As a diversified real estate investor with portfolio management considerations, NYC engages in asset management activities related to its properties.
|
$25.87M |
$9.41
-4.18%
|
|
EQS
Equus Total Return, Inc.
EQS operates as an asset manager/BDC, delivering fund management and investment-related services to its portfolio and investors.
|
$24.73M |
$1.85
+1.65%
|
|
COHN
Cohen & Company Inc.
Asset management is a core business segment via AUM and related management services, even as legacy CDO assets runoff.
|
$20.77M |
$10.00
-1.09%
|
|
CTRM
Castor Maritime Inc.
Asset Management segment provides asset management and related investment services for maritime and energy infrastructure.
|
$20.00M |
$2.08
+0.48%
|
|
MDRR
Medalist Diversified REIT, Inc.
Management of real estate assets and investor capital aligns with Asset Management.
|
$18.06M |
N/A
|
|
AMBR
Amber International Holding Ltd
Amber Premium's core business is asset/wealth management services for institutional clients and high-net-worth individuals.
|
$16.64M |
$1.80
-5.00%
|
|
BMNM
Bimini Capital Management, Inc.
BMNM operates an asset management segment and acts as the external manager for Orchid Island Capital, generating asset-management revenue.
|
$15.31M |
$1.52
|
|
OXBR
Oxbridge Re Holdings Limited
The tokenized reinsurance model attracts third-party capital and generates asset-management fees.
|
$12.13M |
$1.62
-0.61%
|
|
SRRE
Sunrise Real Estate Group, Inc.
Asset management and related financial services via entity investments and fund management.
|
$11.68M |
$0.18
|
|
DSS
DSS, Inc.
Asset Management & Brokerage represents the firm’s securities management and brokerage activities.
|
$10.82M |
$1.18
-0.84%
|
|
NAKA
Kindly MD, Inc.
Asset Management tag describing the Bitcoin treasury and crypto asset management/strategic holdings.
|
$5.71M |
$0.88
-7.09%
|
|
FGF
FG Financial Group, Inc.
FGF engages in asset management of its investment holdings.
|
$4.91M |
$3.81
|
|
PGTK
Pacific Green Technologies Inc.
Post-sale asset/portfolio management services are described, supporting ongoing revenue streams.
|
$4.70M |
$0.10
|
|
CWD
CaliberCos Inc.
Core asset management and fund management revenue streams are central to CaliberCos' business.
|
$3.85M |
$2.90
-2.03%
|
|
SBET
SharpLink Gaming Ltd.
Asset management/brokerage exposure via ETH treasury and investment plans.
|
$3.21M |
$13.05
-4.11%
|
|
GSIW
Garden Stage Limited Ordinary Shares
Company provides asset management services through its subsidiary IWAML, managing client assets.
|
$2.48M |
$0.16
+0.19%
|
|
ELAB
PMGC Holdings Inc.
PMGC Capital functions as the company's asset management and brokerage arm, coordinating diversified investments and capital allocation.
|
$2.29M |
$5.87
+0.43%
|
|
BTOG
Bit Origin Limited
The Dogecoin treasury strategy implies an asset management/function focused on digital asset investments.
|
$2.06M |
$0.36
-3.53%
|
Showing page 4 of 4 (395 total stocks)
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