Asset Management & Custody Banks Companies By Ten Year Return

Equity Type

Price

Concentration

			Equity Type	Price	Concentration	Ten Year Return	Efficiency	Market Risk	Exp Return
1	HIVE	HIVE Blockchain Technologies	Stock	3.12	Asset Management & Custody Banks, Financial Services, Financials, Capital Markets, Services	3.1 K	(0.01)	5.87	(0.05)
2	ARES	Ares Management LP	Stock	194.72	Asset Management & Custody Banks, Financial Services, NYSE Composite, Financials, Capital Markets, Management, Services	955.85	0.15	1.82	0.27
3	GIG	GigCapital7 Corp Class	Stock	2.47	Asset Management & Custody Banks, Financial Services, OBX Consumer Discretionary, Oslo All Share, Financials, Capital Markets, Shell Companies, Services	766.38	0.07	0.31	0.02
4	HLNE	Hamilton Lane	Stock	157.13	Asset Management & Custody Banks, Financial Services, SP Midcap 400, Financials, Capital Markets, Management, Services	733.85	(0.11)	2.16	(0.23)
5	HGBL	Heritage Global	Stock	2.04	Asset Management & Custody Banks, Financial Services, Financials, Capital Markets, Services	712.0	0.16	1.99	0.32
6	APO	Apollo Global Management	Stock	169.24	Asset Management & Custody Banks, Financial Services, NYSE Composite, SP 500 Index, Financials, Capital Markets, Management, Services	589.19	0.13	2.38	0.30
7	KKR	KKR Co LP	Stock	160.71	Asset Management & Custody Banks, Financial Services, NYSE Composite, SP 500 Index, Power Assets, Financials, Capital Markets, Management, Services	571.94	0.12	2.31	0.27
8	VCTR	Victory Capital Holdings	Stock	67.58	Asset Management & Custody Banks, Financial Services, Tel Aviv 60, Financials, Capital Markets, Management, Services	470.52	0.11	2.56	0.29
9	BX	Blackstone Group	Stock	181.52	Asset Management & Custody Banks, Financial Services, NYSE Composite, SP 500 Index, Power Assets, Trading, Financials, Capital Markets, Management, Services	428.64	0.09	1.92	0.16
10	AMP	Ameriprise Financial	Stock	558.74	Asset Management & Custody Banks, Financial Services, NYSE Composite, SP 500 Index, SPASX All Australian, ARCA Securities Broker, 100, Midcap 50, Australia Ordinaries, 200, 300, 200 Accumulated, Management, Investing, FinTech, Baby Boomer Prospects, Power Assets, Financials, Capital Markets, Services	337.07	0.07	1.84	0.14
11	BN	Brookfield Corp	Stock	59.84	Asset Management & Custody Banks, Financial Services, NYSE Composite, SBF 120, CAC All Shares, 120 Gross, SP TSX All-Tradable, Thomson Reuters Canada, Real Estate, Financials, Capital Markets, Management, Services	222.86	0.11	1.74	0.18
12	BLK	BlackRock	Stock	1.01 K	Asset Management & Custody Banks, Financial Services, NYSE Composite, SP 500 Index, 100, ARCA Institutional, 100 Management, FinTech, Hedge Favorites, Financials, Capital Markets, Services	187.54	0.04	1.32	0.05
13	PWP	Perella Weinberg Partners	Stock	26.41	Asset Management & Custody Banks, Financial Services, Investing, Financials, Capital Markets, Services	160.2	0.14	3.21	0.45
14	STEP	Stepstone Group	Stock	63.55	Asset Management & Custody Banks, Financial Services, SP Small-Cap 600, Management, Financials, Capital Markets, Services	146.28	0.05	2.64	0.13
15	OWL	Blue Owl Capital	Stock	24.5	Asset Management & Custody Banks, Financial Services, NYSE Composite, Financials, Capital Markets, Management, Services	138.04	0.06	2.40	0.15
16	BK	Bank of New	Stock	84.93	Asset Management & Custody Banks, Banks - Diversified, Financial Services, NYSE Composite, SP 500 Index, 100 100, KBW Bank, Management, FinTech, Dividend Beast, Banking, Financials, Capital Markets, Services	121.81	0.12	1.53	0.19
17	CET	Central Securities	Stock	47.06	Asset Management & Custody Banks, Financial Services, HNX, HNX Manufacturing, MidSmall Cap, Financials, Capital Markets, Management, Services	121.66	0.11	0.77	0.09
18	CG	Carlyle Group	Stock	56.41	Asset Management & Custody Banks, Financial Services, SP TSX Composite, Midcap 400, Management, Trading, Financials, Capital Markets, Services	120.96	0.12	2.21	0.26
19	SEIC	SEI Investments	Stock	83.91	Asset Management & Custody Banks, Financial Services, SP Midcap 400, Diversified Assets, Management, Investing, Financials, Capital Markets, Services	110.75	0.21	1.44	0.30
20	RCG	RENN Fund	Stock	2.81	Asset Management & Custody Banks, Financial Services, Financials, Capital Markets, Management, Services	103.85	0.14	3.58	0.52

The analysis above is based on a 90-day investment horizon and a default level of risk. Use the Portfolio Analyzer to fine-tune all your assumptions. Check your current assumptions here.

Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in. Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.

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Asset Management & Custody Banks Companies By Ten Year Return

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