The BalancedInvestor Club

Asset Management Industry Analysis

177 companies analyzed • Returns from -490.3% to +188.7%

Company List (178 Results)

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Industry Performance

(177/177 companies)
2025-09-02 → 2026-08-31
Weighted Avg
-8.5%
Best
+188.7%
Worst
-490.3%
Returns Distribution
Top 5
1. HERZ+188.7%2. CYPH+182.4%3. BENF+169.6%4. MAAS+155.1%5. RMCOW+120.4%
Bottom 5
1. GCMGW-490.3%2. ALP-371.3%3. CWD-174.2%4. AVAT-146.1%5. ZSTK-145.9%

HERZ

+188.7%

Herzfeld Credit Income Fund, Inc

CYPH

+182.4%

Cypherpunk Technologies Inc

BENF

+169.6%

Beneficient Class A Common Stock

MAAS

+155.1%

Highest Performances Holdings Inc.

RMCOW

+120.4%

Royalty Management Holding Corporation

BCGWW

+115.4%

Binah Capital Group, Inc. Warrants

BNKK

+101.0%

Bonk Inc

SII

+66.3%

Sprott Inc.

AAMI

+62.3%

Acadian Asset Management Inc

WT

+57.7%

WisdomTree Inc.

PS

+57.3%

Pluralsight Inc - Class A

STT

+52.5%

State Street Corp

VCTR

+50.8%

Victory Capital Holdings Inc

AMG

+47.1%

Affiliated Managers Group Inc

IVZ

+41.5%

Invesco Plc

SSSS

+37.3%

SuRo Capital Corp

BSTZ

+36.2%

BlackRock Science and Technology Trust II

NTRS

+35.8%

Northern Trust Corporation

HASI

+35.5%

Hannon Armstrong Sustainable Infrastructure Capital Inc

RMCO

+34.8%

Royalty Management Holding Corporation

1–20 of 178
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Methodology

The Weighted Average return (-8.5%) is calculated using market capitalization as weights. This gives larger companies more influence on the average, providing a more market-representative view.

153 companies with market cap data included: CYPH, BENF, BNKK, SII, AAMI, WT, PS, STT, VCTR, AMG and 143 more...

We're educators, not advisors. We don't make buy or sell recommendations under any circumstance. All content is for educational purposes. Past performance doesn't guarantee future results. Your decisions are your own. Disclaimer