The Balanced Investor Club

Asset Management Industry Analysis

157 companies analyzed • Returns from -527.7% to +362.8% • Data through Mar 19, 2026

Company List (159 Results)

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Industry Performance

(157/157 companies)
2025-03-21 → 2026-03-19
Weighted Avg
-15.4%
Best
+362.8%
Worst
-527.7%
Returns Distribution
Top 5
1. MAAS+362.8%2. RMCOW+273.3%3. BENF+239.3%4. HERZ+185.1%5. RMCO+120.8%
Bottom 5
1. GCMGW-527.7%2. TGE-206.8%3. WTF-183.4%4. OFS-107.8%5. CFND-84.4%

MAAS

+362.8%

Highest Performances Holdings Inc.

RMCOW

+273.3%

Royalty Management Holding Corporation

BENF

+239.3%

Beneficient Class A Common Stock

HERZ

+185.1%

Herzfeld Credit Income Fund, Inc

RMCO

+120.8%

Royalty Management Holding Corporation

SII

+112.6%

Sprott Inc.

BCGWW

+100.4%

Binah Capital Group, Inc. Warrants

CWD

+74.2%

CaliberCos Inc. Class A Common Stock

AAMI

+71.2%

Acadian Asset Management Inc

SSSS

+52.6%

SuRo Capital Corp

DBRG

+51.0%

Digitalbridge Group Inc

AMG

+50.4%

Affiliated Managers Group Inc

EQS

+47.7%

Equus Total Return Closed Fund

WT

+46.7%

WisdomTree Inc.

BENFW

+45.9%

Beneficient Warrant

IVZ

+42.0%

Invesco Plc

FHI

+34.9%

Federated Investors Inc B

NTRS

+31.8%

Northern Trust Corporation

JHG

+31.8%

Janus Henderson Group PLC

STT

+28.9%

State Street Corp

1–20 of 159
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Methodology

The Weighted Average return (-15.4%) 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, RMCO, SII, CWD, AAMI, SSSS, DBRG, AMG, EQS, WT and 131 more...

Educational content · Not investment advice or recommendations

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