The BalancedInvestor Club

Asset Management Industry Analysis

157 companies analyzed • Returns from -506.2% to +242.2% • Data through May 1, 2026

Company List (159 Results)

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Industry Performance

(157/157 companies)
2025-05-05 → 2026-05-01
Weighted Avg
-1.8%
Best
+242.2%
Worst
-506.2%
Returns Distribution
Top 5
1. BENF+242.2%2. RMCOW+229.5%3. HERZ+193.6%4. BCGWW+143.7%5. SSSS+95.5%
Bottom 5
1. GCMGW-506.2%2. TGE-226.7%3. CWD-151.6%4. BUR-98.9%5. CFND-91.6%

BENF

+242.2%

Beneficient Class A Common Stock

RMCOW

+229.5%

Royalty Management Holding Corporation

HERZ

+193.6%

Herzfeld Credit Income Fund, Inc

BCGWW

+143.7%

Binah Capital Group, Inc. Warrants

SSSS

+95.5%

SuRo Capital Corp

RMCO

+92.0%

Royalty Management Holding Corporation

SII

+91.9%

Sprott Inc.

AAMI

+84.8%

Acadian Asset Management Inc

WT

+59.1%

WisdomTree Inc.

IVZ

+59.1%

Invesco Plc

MAAS

+55.8%

Highest Performances Holdings Inc.

DBRG

+55.3%

Digitalbridge Group Inc

NTRS

+52.6%

Northern Trust Corporation

AMG

+52.2%

Affiliated Managers Group Inc

STT

+51.8%

State Street Corp

HASI

+51.3%

Hannon Armstrong Sustainable Infrastructure Capital Inc

INV

+44.9%

Innventure, Inc.

BEN

+39.9%

Franklin Resources Inc

BENFW

+39.5%

Beneficient Warrant

BSTZ

+38.9%

BlackRock Science and Technology Trust II

1–20 of 159
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Methodology

The Weighted Average return (-1.8%) is calculated using market capitalization as weights. This gives larger companies more influence on the average, providing a more market-representative view.

141 companies with market cap data included: BENF, SSSS, RMCO, SII, AAMI, WT, IVZ, DBRG, NTRS, AMG and 131 more...

Educational content · Not investment advice or recommendations

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