BRK-B
2nd
Berkshire Hathaway
$1.27Tn
592.81
+0.46%
+15.53%
Berkshire manages a massive portfolio of equity securities and fixed income instruments, generating substantial revenue from investment gains, dividends, and interest.
JPM
2nd
Jpmorgan Chase
$920.14Bn
346.49
+1.05%
+11.96%
The Asset & Wealth Management segment provides investment management services and charges asset management fees to high net worth individuals and institutions.
BSAC
2nd
Banco Santander Chile
$407.42Bn
32.43
+1.44%
+9.67%
The company has a dedicated Wealth Management segment that provides mutual fund management and investment management services, charging fees for managing portfolios on behalf of clients.
BAC
2nd
Bank Of America
$353.20Bn
51.02
+0.95%
-3.50%
The company manages investment portfolios and provides retirement solutions through its Global Wealth & Investment Management (GWIM) segment, earning asset management fees.
LYG
2nd
Lloyds Banking
$308.34Bn
5.21
+0.77%
+6.76%
The group provides investment products and wealth management services to its customers.
HSBC
2nd
Hsbc Holdings
$307.88Bn
89.63
+0.63%
+22.51%
The company operates HSBC Asset Management and manages over $1.2tn in wealth assets, charging fees for managing investment portfolios for institutional and high-net-worth clients.
MS
2nd
Morgan Stanley
$298.41Bn
190.65
+0.79%
+15.12%
The Investment Management segment manages mutual funds and private investment funds on behalf of institutional and retail clients.
RY
2nd
Royal Bank Of Canada
$283.46Bn
202.38
-0.20%
+37.89%
The Wealth Management segment manages investment portfolios for affluent and ultra-high-net-worth clients and distributes asset management products globally to institutional and individual clients.
GS
2nd
Goldman Sachs
$264.45Bn
916.32
+0.30%
+13.76%
The Asset & Wealth Management segment manages investment portfolios through mutual funds, ETFs, and separately managed accounts, charging management and incentive fees.
MUFG
2nd
Mitsubishi Ufj Financial
$259.19Bn
21.84
+0.41%
+41.45%
The company operates a dedicated Asset Management & Investor Services Business Group and a subsidiary, Mitsubishi UFJ Asset Management, which manages investment trusts and pension funds for retail and institutional customers.
WFC
2nd
Wells Fargo & Company
$258.28Bn
86.04
+0.29%
+1.58%
Through its Wealth and Investment Management segment, the company manages investment portfolios and offers portfolio management for individual and institutional clients, charging advisory fees.
IBN
2nd
Icici Bank
$238.67Bn
34.51
+0.29%
+11.43%
The bank has a dedicated wealth management division that manages investment portfolios and provides investment products for high net worth individuals.
TD
2nd
Toronto Dominion Bank
$209.11Bn
123.77
-0.07%
+52.15%
The bank operates a Wealth Management segment providing investment advice, private client services, and manages portfolios for high-net-worth individuals through TD Wealth.
BLK
BlackRock
$189.07Bn
1,222.90
+0.49%
+14.33%
BlackRock is the world's largest investment management firm, managing active and index strategies, ETFs (iShares), and mutual funds for institutional and retail clients. Its primary revenue is generated through investment management fees calculated as a percentage of assets under management.
QCOM
2nd
Qualcomm
$184.89Bn
172.47
-2.64%
-1.16%
Through its QSI segment and Qualcomm Ventures, the company makes strategic investments in early-stage companies across AI, 5G, and automotive sectors, holding equity securities and convertible debt.
SAN
2nd
Banco Santander
$179.06Bn
12.19
+0.58%
+11.53%
The company explicitly generates revenue from asset management services as part of its fee and commission income described in Note 10.
UBS
2nd
UBS Group AG
$161.43Bn
48.31
-0.29%
+23.65%
The company has a dedicated Asset Management segment that delivers fund management and portfolio management capabilities to institutional and wholesale clients globally.
SCHW
2nd
Schwab Charles
$160.43Bn
92.95
+1.33%
-2.53%
Schwab operates as an asset manager, creating and managing investment portfolios such as mutual funds and ETFs for which it charges management fees.
BBVA
2nd
Banco Bilbao Vizcaya Argentaria
$148.09Bn
25.94
+0.08%
+20.04%
The company operates dedicated asset management units in Spain, Mexico, and Turkey, managing mutual funds and pension funds for its clients.
HDB
2nd
Hdfc Bank
$132.59Bn
25.84
+0.51%
-28.76%
The company operates HDFC Asset Management Company Limited, which is one of India's largest mutual fund managers providing a suite of savings and investment products.
GLD
Spdr Gold Trust
$125.11Bn
355.42
+0.14%
-7.17%
The company operates as an investment trust that manages a portfolio of physical gold bullion to provide investors with exposure to gold prices. It functions as an ETF-like vehicle where the core activity is the management of a pooled investment asset for institutional and retail clients.
BMO
2nd
Bank Of Montreal
$122.79Bn
173.21
+0.22%
+39.53%
The company operates a Wealth Management segment that provides asset management and investment advisory services to retail and institutional clients.
ADP
2nd
Automatic Data Processing
$122.61Bn
309.93
+0.65%
+21.73%
ADP earns revenue from investment management services offered to retirement plan clients, managing these assets as part of its retirement administration offerings.
SNUS-PH
2nd
Santander Holdings USA
$108.25Bn
25.20
+0.04%
—
The Wealth Management segment manages discretionary portfolios and retirement plans for high net worth individuals and families.
CM
2nd
Canadian Imperial Bank Of Commerce
$107.22Bn
115.71
-0.34%
+34.31%
The company provides asset management services for institutional clients and portfolio management for high net worth individuals, earning asset management fees.
BNY
2nd
Bank of New York Mellon
$103.23Bn
153.41
+0.40%
+38.16%
The firm operates an Investment and Wealth Management segment that provides active and passive asset management across equity, fixed income, and multi-asset strategies, earning advisory and discretionary portfolio management fees.
BN
Brookfield
$101.47Bn
40.97
-1.63%
-6.42%
Brookfield operates a massive asset management business managing over $1 trillion in assets, earning revenue through management fees, performance fees, and carried interest from private funds and perpetual strategies. It manages illiquid real assets, private equity, and infrastructure for institutional and high-net-worth investors.
MRSH
2nd
Marsh & Mclennan Companies
$98.68Bn
207.74
+0.98%
+12.99%
Through Mercer's Wealth practice, the company provides investment management services and manages approximately six hundred ninety two billion dollars in assets, earning asset-based charges.
ING
2nd
Ing Groep
$96.48Bn
33.24
+0.61%
+26.87%
The company operates a Private Banking & Wealth Management segment that manages investment portfolios and provides investment solutions for high net worth individuals, targeting assets under management of €278 billion.
USB
2nd
Us Bancorp \De\
$95.04Bn
60.99
+0.84%
+28.92%
The company provides asset management and trust services, generating significant noninterest income from trust and investment management fees within its Wealth, Corporate, Commercial and Institutional Banking segment.
SMFG
2nd
Sumitomo Mitsui Financial
$94.65Bn
24.73
+1.56%
+49.25%
The company provides asset management services through dedicated entities such as SMDAM and TT International Asset Management Ltd.
PNC
2nd
Pnc Financial Services
$92.18Bn
232.32
+0.55%
+26.27%
The company has a dedicated Asset Management segment that provides institutional investment products and manages portfolios for individual and institutional investors.
BX
Blackstone
$91.35Bn
120.17
+1.38%
-13.88%
Blackstone is described as the world's largest alternative asset manager, managing pooled capital across private equity, infrastructure, and hedge funds. Its revenue model is based on management fees and performance revenues (carried interest) from these illiquid and non-public strategies.
KKR
Kkr
$87.89Bn
98.06
+0.87%
-18.79%
KKR is a leading global alternative asset manager that manages pooled capital across Private Equity, Real Assets, and Credit and Liquid Strategies. It generates revenue through management fees and carried interest from institutional and high-net-worth investors.
CIB
2nd
Grupo Cibest
$85.35Bn
89.54
+1.08%
+42.83%
The company generates income from asset management and investment management activities, managing portfolios for its diversified client base.
ITUB
2nd
Itau Unibanco Holding
$83.03Bn
7.53
+2.03%
+2.17%
The company operates a dedicated asset management business within its Wholesale Business segment, charging fees for managing investment portfolios for institutional and high-net-worth clients.
AMUB
2nd
Ubs Ag
$82.69Bn
21.43
-0.37%
+13.63%
The profile explicitly mentions that the company generates fee-based revenue from asset management and provides investment products and wealth management services to high net worth and institutional investors.
BAM
Brookfield Asset Management
$82.34Bn
51.53
+0.21%
-0.66%
Brookfield Asset Management is a global alternative asset manager that manages pooled capital in illiquid strategies including private equity, infrastructure, real estate, and private credit. It earns revenue through base management fees and performance income such as carried interest from institutional and high-net-worth investors.
ATMP
2nd
Barclays Bank
$82.06Bn
35.03
+0.55%
+23.78%
The Private Bank and Wealth Management segment manages investment portfolios for high-net-worth and ultra-high-net-worth individuals, charging fees for these management services.
BCS
2nd
Barclays
$79.32Bn
22.88
+0.18%
+2.83%
The Private Bank and Wealth Management segment provides discretionary portfolio management and asset management services to high-net-worth individuals.
MFC
2nd
Manulife Financial
$75.03Bn
44.06
+0.30%
+27.97%
The company operates a Global Wealth and Asset Management segment that provides investment management services to institutional and retail clients worldwide, earning fees from these services.
APO
Apollo Global Management
$72.94Bn
123.49
+1.76%
-4.06%
Apollo is a global alternative asset manager that manages pooled capital across credit and equity strategies for institutional investors, sovereign wealth funds, and high-net-worth individuals. It generates revenue through management fees on assets under advisory and performance-related income (carried interest).
AON
2nd
Aon
$71.77Bn
338.30
+1.45%
-3.60%
The company's Human Capital segment provides personalized financial planning, retirement consulting, and investment advisory services to clients for employee wellbeing and compensation.
DB
2nd
Deutsche Bank Aktiengesellschaft
$69.70Bn
36.63
-0.05%
-3.35%
Through its Asset Management segment and affiliate DWS, the company offers active and passive investment solutions, including ETFs and multi-asset strategies, for institutional and retail investors.
SNTUF
2nd
Santander UK
$65.21Bn
2.10
+0.00%
+24.26%
The company provides wealth management solutions, including investment advice and pension planning, for which it earns fee-based income.
NWG
2nd
NatWest
$65.16Bn
15.84
+0.70%
-2.34%
The company operates a Private Banking & Wealth Management segment that manages £58.5 billion in assets under management and administration, charging AUMA-related fees for investment management.
MET
2nd
Metlife
$64.78Bn
102.64
+0.75%
+29.16%
The company operates a dedicated MetLife Investment Management segment that delivers asset management and advisory services to institutional investors across public and private fixed income, real estate, and equity.
TFC
2nd
Truist Financial
$59.90Bn
49.98
+0.16%
+10.26%
The company offers asset management and trust and retirement services, managing investment portfolios for clients through its Truist Wealth brand.
WPM
Wheaton Precious Metals
$59.70Bn
131.48
-0.24%
+24.38%
Wheaton operates as a streaming and royalty company, which is a form of alternative asset management where it provides upfront capital to mining companies in exchange for the right to purchase future production at a discount. This is a non-public, illiquid financing strategy that earns returns through the spread between the fixed purchase price and the market sale price of the metals.
FRFHF
2nd
Fairfax Financial Holdings
$58.86Bn
1,939.00
+0.47%
+21.19%
Fairfax manages its insurance float and shareholder capital through Hamblin Watsa Investment Counsel Ltd., focusing on long-term value creation across equity, fixed income, and alternative asset classes.
FITB
2nd
Fifth Third Bancorp
$49.46Bn
54.51
+1.11%
+28.44%
The company operates a Wealth and Asset Management segment that delivers investment advisory and trust services to individuals and corporations, managing assets under care for a fee.
ARES
Ares Management
$48.49Bn
134.59
+0.98%
-9.35%
Ares Management is a global alternative investment manager that manages pooled capital across private equity, private credit, and real assets for institutional and high-net-worth investors. Its revenue is primarily derived from management fees and performance-based fees such as carried interest.
FNV
Franco Nevada
$47.61Bn
246.96
-0.32%
+25.33%
Franco-Nevada operates as a royalty and streaming company, managing a portfolio of cash-flow producing assets and providing capital to mining operations in exchange for a share of production. This matches the profile of an alternative asset manager managing illiquid, real-asset strategies for the purpose of generating returns from commodity production.
STT
2nd
State Street
$47.32Bn
173.43
-0.14%
+46.63%
The company operates an Investment Management segment (State Street Global Advisors) that manages $5.67 trillion in AUM through products like SPDR ETFs and actively managed funds.
AMP
Ameriprise Financial
$45.09Bn
519.41
+1.14%
+13.06%
The company's leading position is based on its large advisor franchise of over 10,000 financial advisors providing personalized financial planning and advice to retail clients. This is a core business line generating fee-based advisory fees from individuals and households.
PRU
2nd
Prudential Financial
$42.39Bn
123.59
+0.96%
+14.59%
Through PGIM, the company provides investment management solutions including public fixed income, public equity, and multi-asset strategies, earning revenue from asset management and performance-based fees.
KB
2nd
KB Financial
$42.14Bn
117.52
+3.55%
+31.44%
KB Asset Management delivers investment advisory services and manages investment trust products for retail and institutional investors.
SLF
2nd
Sun Life Financial
$41.04Bn
72.89
-0.07%
+23.69%
The company has a dedicated Asset Management segment that manages mutual funds, segregated funds, and institutional portfolios for clients globally through brands like SLC Management and MFS Investment Management.
GGAL
2nd
Grupo Financiero Galicia
$39.42Bn
29.75
+2.44%
-44.50%
Through Galicia Asset Management (Fondos Fima), the company manages mutual funds and investment products such as Fima Premium and Fima Sustentable ESG.
IX
2nd
Orix
$38.66Bn
34.39
+0.88%
+32.07%
ORIX has a dedicated 'PE Investment and Concession' segment focused on private equity investments, carve-outs, and take-private transactions to earn gains on sales.
HIG
2nd
Hartford Insurance
$36.77Bn
137.50
+0.41%
+2.86%
Through its Hartford Funds segment, the company manages mutual funds and exchange traded funds for retail and institutional investors, earning fees from investment management and administrative services.
BAP
2nd
Credicorp
$34.81Bn
368.81
+0.87%
+46.27%
Credicorp manages mutual funds and pension funds through Prima AFP and Credicorp Capital, earning asset management and advisory fees.
PUK
2nd
Prudential
$32.58Bn
25.57
+0.83%
-10.78%
Through its Eastspring Investments subsidiary, the company manages $277.7 billion in funds for third-party retail and institutional clients. It earns management fees by providing investment strategies across fixed income, equities, and multi-asset portfolios.
RJF
2nd
Raymond James Financial
$32.39Bn
168.60
+0.81%
+4.61%
The company has a dedicated Asset Management segment that manages investment assets and provides trust services, earning asset management and administrative fees.
NTRS
2nd
Northern Trust
$32.28Bn
178.24
+0.32%
+38.27%
The company provides investment management services across both its Asset Servicing and Wealth Management segments, managing $1.3 trillion and $507.2 billion in assets respectively.
HBAN
2nd
Huntington Bancshares
$31.88Bn
15.82
+0.57%
+0.70%
Through the Huntington Private Client Group, the company provides investment management and trust services to high-net-worth individuals.
MTB
2nd
M&T Bank
$31.72Bn
221.18
+0.65%
+18.67%
The company has a dedicated Wealth Management segment that provides investment advisory and fiduciary services to individuals, families, and institutions through M&T Bank and Wilmington Trust Company.
AER
2nd
AerCap Holdings
$29.32Bn
175.68
-0.18%
+28.68%
AerCap provides asset management and administrative services for third parties, joint ventures, and securitization vehicles.
NMR
2nd
Nomura Holdings
$28.14Bn
9.70
+1.46%
+32.51%
The Investment Management segment manages portfolios for pension funds and institutional investors, earning annual asset management fees based on assets under management.
CFG
2nd
Citizens Financial
$27.48Bn
65.25
+0.60%
+26.18%
The company provides wealth management solutions and investment products through its Private Wealth division, serving high and ultra-high net worth individuals.
BBD
2nd
Bank Bradesco
$27.19Bn
2.57
+2.39%
-29.78%
The bank manages R$997.7 billion in assets via Bradesco Asset and earns revenue from asset management fees.
EVR
2nd
Evercore
$26.61Bn
296.35
+0.31%
-3.35%
The Investment Management segment provides wealth management services to high net worth individuals, foundations, and endowments, managing their investment portfolios for a fee.
RF
2nd
Regions Financial
$24.49Bn
28.85
+1.16%
+15.58%
The Wealth Management segment provides investment management and trust services to high net worth individuals and institutions, earning investment management and trust fees.
MKL
2nd
Markel
$24.21Bn
1,979.30
+0.95%
-4.94%
The Financial segment includes Nephila, which provides insurance-linked securities investment and insurance management services for institutional risk investors.
PFG
Principal Financial
$24.16Bn
113.55
+0.51%
+34.19%
Principal Financial's core business involves managing wealth and retirement savings through mutual funds, individual variable annuities, and a dedicated Principal Asset Management division that serves institutional and retail investors.
FCNCA
2nd
First Citizens Bancshares
$23.49Bn
2,324.25
+0.28%
+27.36%
The company provides wealth management, brokerage, and trust services to individuals and institutional clients, generating fee-based revenue from these activities.
TROW
Price T Rowe
$23.24Bn
108.93
+0.66%
+5.02%
T. Rowe Price is a global investment management firm that manages mutual funds and separate accounts for individual and institutional clients. Its revenue is primarily generated through investment advisory fees calculated as a percentage of assets under management (AUM).
LPLA
2nd
LPL Financial Holdings
$22.77Bn
292.46
+0.07%
-21.47%
LPL is a leading investment advisory firm that generates substantial revenue from advisor-generated advisory fees and asset-based fees. It provides the infrastructure and platforms for advisors to manage investment portfolios on behalf of clients.
KEY
2nd
Keycorp
$22.65Bn
21.45
+0.56%
+21.74%
KeyCorp offers investment management and wealth management services to individuals, high net worth individuals, and institutional clients.
BCH
2nd
Bank Of Chile
$19.78Bn
39.16
+1.32%
+7.23%
The company manages mutual funds through its subsidiary Banchile Administradora General de Fondos and earns management fees, holding a 23.6% market share in this service.
TPG
Tpg
$18.88Bn
48.26
+0.31%
-16.61%
TPG is a global alternative asset manager that manages pooled capital across private equity, credit, and real estate for institutional investors. It generates revenue through management fees and performance allocations (carried interest) on these illiquid, non-public strategies.
FTAI
2nd
FTAI Aviation
$18.46Bn
180.20
-1.46%
+17.78%
Through its Strategic Capital Initiative, the company manages third-party capital for investments in aviation assets, earning asset management fees from institutional investors.
BEN
Franklin Templeton
$18.45Bn
36.01
+0.42%
+61.55%
Franklin Resources is a global investment management organization that manages approximately $1.6 trillion in assets under management. It generates revenue primarily from investment management fees calculated as a percentage of AUM for its equity, fixed income, and multi-asset strategies.
EWBC
2nd
East West Bancorp
$17.98Bn
131.21
+0.05%
+26.47%
The company generates fee-based revenue from wealth management services provided to its clients.
PS
Pershing Square
$17.90Bn
44.74
+2.05%
—
Pershing Square is an alternative asset manager that manages pooled capital through vehicles like Pershing Square Holdings, Ltd. and Pershing Square, L. P. It earns revenue from management fees and performance fees (carried interest) based on fund returns exceeding a high-water mark.
WF
2nd
Woori Financial
$17.66Bn
72.19
+2.97%
+31.16%
The Asset Management segment manages investment trusts, money trusts, and property trusts for retail and institutional investors via Woori Asset Management Corp.
LEN
2nd
Lennar
$17.38Bn
83.60
+0.06%
-31.05%
Lennar acts as a sponsor and manager of funds and joint ventures focused on multifamily and single-family rental assets, earning promoted interests and carried interest distributions.
CRBG
2nd
Corebridge Financial
$16.00Bn
36.34
+1.00%
+24.75%
The company manages $386.4 billion in client assets and earns fee-based income from investment advisory services and brokerage activities within its Group Retirement segment.
OWL
Blue Owl Capital
$15.28Bn
9.75
-0.20%
-34.21%
Blue Owl Capital is a global alternative asset manager that manages pooled capital across Credit, GP Strategic Capital, and Real Assets platforms. Its revenue is derived from management fees on fee-paying assets under management and performance-based fees such as carried interest.
PNFP
2nd
Pinnacle Financial Partners
$15.27Bn
101.11
+1.77%
+15.07%
The company provides fiduciary investment management and trust administration services through its Investment Trust and Insurance Services segment.
RNR
2nd
Renaissancere Holdings
$14.44Bn
353.62
-0.34%
+32.19%
The company earns management and performance fees through its Capital Partners unit by managing third-party capital for institutional investors in joint ventures and managed funds.
CG
Carlyle
$14.07Bn
39.77
+1.04%
-25.54%
Carlyle is a global investment firm that manages pooled alternative investment capital across private equity, credit, and fund-of-funds strategies. It generates revenue through management fees and carried interest from institutional and high-net-worth investors.
FUTU
2nd
Futu Holdings
$13.42Bn
95.75
+0.14%
-46.71%
Futu distributes wealth management products, including mutual funds, private funds, and structured products, earning fees from these distribution activities.
AEG
2nd
Aegon
$13.40Bn
8.63
+0.35%
+9.24%
The company operates a dedicated Asset Management segment that manages and advises on EUR 325 billion in assets for corporate and public pension funds, insurance companies, and banks. This business earns fees by making investment decisions across fixed income, equities, and real assets.
AFG
2nd
American Financial
$13.32Bn
161.01
+0.42%
+12.44%
The company operates managed investment entities that generate fee income from managing collateralized loan obligation (CLO) entities, which are pooled alternative investment vehicles.
SEIC
2nd
Sei Investments
$12.95Bn
108.91
-0.05%
+32.38%
The company earns 38% of its revenue from asset management fees, providing customized investment management programs, goals-based strategies, and curated models using ETFs and mutual funds for advisors and banks.
MFG
2nd
Mizuho Financial
$12.88Bn
10.35
+2.27%
+52.43%
The company operates a dedicated Asset Management Company and subsidiary, Asset Management One Co., Ltd., which manages investment portfolios for individuals and institutional investors.
IVZ
Invesco
$12.71Bn
28.92
+1.54%
+20.60%
Invesco is an independent investment management firm that manages portfolios for retail and institutional clients, earning revenue through management fees. Its core activities include managing mutual funds, ETFs (such as the QQQ Trust), and index-based strategies across equity and fixed income segments.
ERIE
2nd
Erie Indemnity
$12.69Bn
274.73
+1.75%
-4.34%
The company provides investment management services as part of its administrative offerings for the Exchange and its subsidiaries.
FHN
2nd
First Horizon
$11.08Bn
23.53
+0.47%
+9.85%
The company provides wealth and trust management, asset management services, and investment wealth management for high net worth individuals, earning noninterest income from wealth management fees.
SF
2nd
Stifel Financial
$11.05Bn
72.74
+0.59%
-10.59%
The company generates asset management revenues derived from investment advisory fees for managing individual and institutional investment portfolios and mutual funds.
TIGR
2nd
UP Fintech Holding
$10.98Bn
4.14
+5.61%
-58.64%
The company offers wealth management services and provides access to mutual funds and structured notes, earning wealth management fees.
WTFC
2nd
Wintrust Financial
$10.49Bn
155.48
+0.72%
+21.44%
The wealth management segment provides trust and asset management services, earning revenue from managed money fees and asset-based fees.
JEF
2nd
Jefferies Financial
$10.49Bn
45.68
-1.32%
-18.27%
The Asset Management segment offers alternative investment management services to global investors, earning management and performance fees on private companies and other alternative strategies.
UMBF
2nd
Umb Financial
$10.17Bn
133.86
+0.28%
+22.77%
UMB provides asset management and trust services, managing investment portfolios for high-net-worth individuals and institutional clients.
SSB
2nd
SouthState Bank
$10.12Bn
104.60
+0.22%
+17.23%
The company operates a Wealth Management segment through SouthState Private Capital Management, providing investment management and fiduciary services to affluent clients and families.
BPOP
2nd
Popular
$9.92Bn
157.88
-0.39%
+36.43%
Through Popular Asset Management LLC, the company manages mutual funds and investment portfolios for individual and institutional clients.
CFR
2nd
Cullen
$9.84Bn
158.30
+0.01%
+28.57%
The company provides investment management services to institutions and individuals through Frost Investment Advisors, LLC and Frost Investment Services, LLC, as well as managing mutual funds.
AMG
Affiliated Managers
$9.75Bn
395.08
+0.43%
+52.48%
The company generates its revenue through economic participation in Affiliates that manage assets via mutual funds, ETFs, and separately managed accounts. Its core business model is based on the investment management activities of these partners, specifically in differentiated long-only strategies.
HLI
2nd
Houlihan Lokey
$9.51Bn
142.78
-0.45%
-20.83%
The Financial and Valuation Advisory segment provides specialized financial analysis, valuation opinions, and diligence services to boards, special committees, and investors. These services involve providing tailored financial advice and independent studies for complex accounting and valuation matters.
ONB
2nd
Old National Bancorp
$9.48Bn
25.05
+0.44%
+20.49%
The company provides wealth management, trust, and investment advisory services, charging fee-based revenue for managing portfolios for its clients.
JXN
2nd
Jackson Financial
$9.23Bn
138.95
+0.18%
+47.46%
The company earns fee income from the investment management of separate account assets through its subsidiary, JNAM, managing portfolios for retail investors.
VOYA
Voya Financial
$9.16Bn
102.11
-0.07%
+43.13%
Voya's Retirement segment manages approximately 796.5 billion dollars of assets and earns revenue from asset-based administrative recordkeeping and advisory fees. The company also operates a dedicated Investment Management segment that earns management fees on 286.9 billion dollars of assets for third-party institutional and individual investors.
MORN
2nd
Morningstar
$9.14Bn
246.26
+0.07%
+15.09%
The company earns asset-based revenue from managing investment portfolios through its Morningstar Wealth and Morningstar Retirement segments, offering professionally managed model portfolios and managed retirement accounts.
CBC
2nd
Central Bancompany
$9.13Bn
38.15
+0.03%
+61.86%
The company has a dedicated Wealth Management segment consisting of Central Trust Company and Central Investment Advisors, which manage $16.0 billion in assets under advice through investment management and fiduciary services.
PRI
2nd
Primerica
$8.95Bn
293.40
+0.49%
+15.52%
The company distributes and manages investment and savings products, including mutual funds and annuities, earning sales commissions, trailing fees, and asset-based advisory fees.
PB
2nd
Prosperity Bancshares
$8.76Bn
73.16
+0.76%
+9.39%
The company generates fee-based earnings from wealth management services provided to its customers.
GBTC
Grayscale Bitcoin Trust ETF
$8.72Bn
53.08
-3.54%
-30.78%
The company operates as a passive investment vehicle (ETF) that manages a portfolio of Bitcoin on behalf of retail and institutional investors. It earns revenue through a management fee (1.5% annual rate of net asset value) for providing this pooled investment structure.
HQY
2nd
Healthequity
$8.58Bn
103.46
+0.40%
+3.98%
Healthequity provides investment advisory services to help members grow their tax-advantaged savings, managing the investment decisions for HSA assets.
COLB
2nd
Columbia Banking System
$8.46Bn
30.60
+0.03%
+13.88%
Through Columbia Wealth Advisors and Columbia Trust Company, the company manages investment portfolios and provides trust services for individuals, families, and businesses.
XP
2nd
Xp
$8.05Bn
15.49
+2.99%
-18.82%
Through XP Gestão and XP Vista, the company manages mutual funds focused on stocks, macro strategies, and passive index tracking for retail and institutional clients, earning asset management fees.
LNC
2nd
Lincoln National
$7.99Bn
41.97
+0.43%
+2.17%
The Retirement Plan Services segment provides recordkeeping, investment options, and proprietary target date portfolios for defined contribution plans, earning fees from asset charges.
BOKF
2nd
Bok Financial
$7.92Bn
130.28
+0.10%
+20.95%
Through BOK Financial Private Wealth Inc, the company provides investment advisory and fiduciary services to high-net-worth clients, earning investment advisory fees.
VLY
2nd
Valley National Bancorp
$7.88Bn
14.34
-0.28%
+33.15%
The company has a Wealth Management and Insurance Services Division that provides asset management advisory services for individuals and small to medium sized businesses.
VCTR
Victory Capital Holdings
$7.75Bn
125.26
+0.66%
+97.76%
Victory Capital Holdings is a global asset management firm that manages investment portfolios through mutual funds, ETFs, and separate accounts. It generates revenue primarily from investment management fees based on the level of client assets it manages for institutions and individual investors.
ARE
2nd
Alexandria Real Estate Equities
$7.64Bn
43.84
-1.02%
-16.08%
The company earns revenue through strategic capital investments in transformative life science companies via its own venture capital platform, which involves managing capital in non-public strategies.
SNEX
2nd
StoneX
$6.87Bn
57.24
+0.23%
+44.84%
The company provides asset management and independent wealth management services to both institutional and retail clients.
FAF
2nd
First American Financial
$6.63Bn
64.88
+0.71%
+1.36%
The company provides wealth management and custody services through its banking and trust operations, earning fees for these investment services.
BBAR
2nd
Banco BBVA Argentina
$6.51Bn
10.62
+2.61%
-30.50%
The company operates BBVA Asset Management Argentina, which manages mutual funds and other investment products for clients.
UBSI
2nd
United Bankshares
$6.48Bn
48.15
+0.61%
+32.10%
The company has a wealth management unit that provides asset management solutions and earns asset-based fees on managed portfolios.
FNB
2nd
Fnb
$6.38Bn
18.18
+0.39%
+14.70%
The firm provides wealth management advisory services and earns trust and custodial fees from managing investment portfolios for retail and institutional clients.
TFPM
Triple Flag Precious Metals
$6.27Bn
30.38
-0.23%
-1.49%
Triple Flag operates as a specialized funding partner providing bespoke financing solutions to mining operators through streaming and royalty agreements. It manages a portfolio of these alternative assets to generate returns for its investors, fitting the profile of an alternative asset manager focused on real-asset strategies.
GBCI
2nd
Glacier Bancorp
$6.27Bn
48.12
-0.06%
+13.76%
The company generates additional revenue from trust and wealth management activities, managing investment assets for its clients.
HOMB
2nd
Home Bancshares
$5.97Bn
29.99
+0.00%
+10.42%
The company generates non-interest income from trust and wealth management fees, indicating it manages investment portfolios for clients as a substantive business line.
STEP
StepStone
$5.79Bn
47.91
+0.91%
-23.01%
StepStone manages pooled alternative investment capital across private equity, infrastructure, private debt, and real estate for institutional and high-net-worth investors. It earns revenue through management fees on assets under management and performance fees (carried interest) on realized gains.
ASB
2nd
Associated Banc
$5.75Bn
30.94
+0.39%
+21.91%
The company generates noninterest income through trust and investment management fees and wealth management offerings for its clients.
IFS
2nd
Intercorp Financial Services
$5.71Bn
51.43
+0.18%
+27.78%
The company manages mutual funds and provides wealth management services for high net worth and institutional clients through Inteligo and Interfondos, earning fees based on assets under management.
GLXY
2nd
Galaxy Digital
$5.59Bn
14.38
-5.27%
-47.21%
The company manages alternative investment strategies and venture capital funds, earning management fees and carried interest from successful exits.
ABCB
2nd
Ameris Bancorp
$5.55Bn
82.86
+0.42%
+14.26%
The company has a dedicated Wealth Management segment that provides asset management solutions and investment advisory services to individuals, families, and institutions.
BXSL
2nd
Blackstone Secured Lending Fund
$5.54Bn
23.77
+0.38%
-10.71%
The fund is externally managed by affiliates of Blackstone, leveraging the Blackstone Credit & Insurance alternative credit platform to access proprietary deal flow and private equity sponsor relationships.
AUB
2nd
Atlantic Union Bankshares
$5.53Bn
39.36
-0.35%
+20.26%
The company provides wealth management and trust services, including investment management and retirement solutions for individuals and corporations.
WTM
2nd
White Mountains Insurance
$5.38Bn
2,254.80
+0.19%
+17.74%
The Kudu segment provides capital solutions to boutique asset and wealth management firms, structuring investments as noncontrolling equity interests to support buyouts and liquidity, which matches private equity style financing.
PECO
2nd
Phillips Edison & Company
$5.31Bn
41.19
-0.07%
+18.74%
The company manages a third-party investment platform through unconsolidated joint ventures and a private fund, earning asset management and advisory fees from these institutional investors.
MAIN
2nd
Main Street Capital
$5.28Bn
56.37
+0.23%
-4.30%
The company has an external asset management subsidiary that generates management and incentive fees based on assets under management and the performance of the funds it advises.
HLNE
Hamilton Lane
$5.23Bn
93.73
-0.16%
-28.53%
Hamilton Lane manages pooled alternative investment capital across private equity, private credit, real estate, and infrastructure for institutional and high-net-worth investors. Its revenue model includes management fees on committed capital and carried interest on realized gains from these illiquid strategies.
HWC
2nd
Hancock Whitney
$5.19Bn
65.28
+0.43%
+11.00%
The company has a dedicated wealth management division that provides trust and asset management services to individuals, families, and institutions, generating significant trust fees.
EBC
2nd
Eastern Bankshares
$5.18Bn
22.88
+0.53%
+31.34%
The company provides wealth management and trust services through Cambridge Trust Wealth Management, which generated $69.9 million in fee revenue from managing investment portfolios for clients.
RITM
2nd
Rithm Capital
$5.01Bn
8.98
-0.22%
-19.46%
The company operates an alternative asset management business through Sculptor, RCM Manager, and RCA, managing $37.5 billion in assets across credit, real estate, and multi-strategy platforms for institutional and retail investors.
HASI
HA Sustainable Infrastructure Capital
$4.97Bn
38.81
-0.15%
+17.68%
The company acts as an alternative asset manager, deploying capital into illiquid sustainable infrastructure real assets and managing co-investment vehicles. It generates revenue from management fees on these vehicles and earns returns from equity method investments and interest income on debt investments.
AVAL
2nd
Grupo Aval Acciones Y Valores
$4.82Bn
4.06
+2.78%
-3.56%
The company operates Porvenir, a leading private administrator of mandatory and voluntary pension and severance funds, earning revenue from fund management fees.
FHI
Federated Hermes
$4.71Bn
63.77
+0.43%
+29.61%
Federated Hermes is a global leader in active investing with $902.6 billion in assets under management, generating revenue primarily from investment advisory fees. It manages a wide range of products including Federated Hermes Funds, separately managed accounts, and institutional accounts for a diverse client base of institutions and retail investors.
BMA
2nd
Macro Bank
$4.68Bn
56.90
+2.87%
-31.57%
The company manages mutual funds and provides investment management services to third parties through its Treasury and Investment Services segment and subsidiaries.
CIGI
2nd
Colliers International
$4.60Bn
90.01
+1.53%
-39.24%
The company operates an Investment Management segment that focuses on fund management and investment advisory services for real estate assets and related securities for institutional investors.
NNI
2nd
Nelnet
$4.55Bn
126.97
+1.65%
-2.65%
Through its Asset Generation and Management segment, Nelnet manages loan portfolios and residual interests, earning asset management fees and net interest income on these investments.
FULT
2nd
Fulton Financial
$4.54Bn
23.99
+0.63%
+35.92%
The company has a dedicated wealth management business line that generates fee-based income from wealth management fees and trust activities for its customers.
UCB
2nd
United Community Banks
$4.47Bn
37.33
+0.16%
+24.52%
The firm earns wealth management commissions and trust and advisory fees by managing investment portfolios for high net worth individuals and institutional investors.
PIPR
2nd
Piper Sandler Companies
$4.44Bn
66.21
+0.15%
-19.32%
The company manages alternative asset management funds in merchant banking and healthcare, earning asset management fees from these pooled strategies.
LAZ
2nd
Lazard
$4.43Bn
40.39
-1.17%
-19.35%
The company manages investment portfolios across equity, fixed income, and asset allocation strategies for institutional and private wealth clients. It generates revenue through asset management fees calculated as a percentage of assets under management.
NWBI
2nd
Northwest Bancshares
$4.43Bn
15.12
-0.07%
+28.79%
The company provides investment management and trust services to individuals and businesses, generating non-interest income through fees on wealth management and trust services.
CATY
2nd
Cathay General Bancorp
$4.34Bn
65.65
+0.58%
+39.74%
The company operates a wealth management division that generates fee income through the distribution of mutual funds and the provision of investment services to individual and institutional investors.
FFIN
2nd
First Financial Bankshares
$4.33Bn
30.28
+0.07%
-2.23%
The company offers trust, wealth management, and investment management services through its subsidiaries, earning fees from these activities.
TCBI
2nd
Texas Capital Bancshares
$4.24Bn
99.89
+0.38%
+14.37%
The firm provides investment advisory, private wealth management, and trust services to high-net-worth individuals and retail clients.
IBOC
2nd
International Bancshares
$4.22Bn
67.89
+0.59%
+4.14%
The Merchant Banking segment engages in private equity-style activities, making equity and debt investments in portfolio companies through entities like WCMH, LLC and Diamond Beach Holdings, LLC.
WSFS
2nd
Wsfs Financial
$4.04Bn
80.06
+0.15%
+47.28%
The company has a dedicated Wealth and Trust segment that provides investment management and institutional trust services to high-net-worth individuals and institutional clients.
PJT
2nd
PJT Partners
$4.03Bn
150.94
-0.17%
-9.08%
The company operates a Placement services segment that earns placement fees by providing fund placement services for alternative asset managers, including private equity, alternative credit, hedge funds, and real estate funds.
INDB
2nd
Independent Bank
$3.97Bn
84.47
+0.42%
+22.40%
The company operates investment management offices and generates non-interest revenue from fiduciary and investment advisory fees.
CVBF
2nd
Cvb Financial
$3.95Bn
22.52
+0.18%
+20.82%
The company provides wealth management and investment services through its CitizensTrust division, earning fee-based income from managing assets for clients.
WSBC
2nd
Wesbanco
$3.70Bn
38.60
+0.52%
+23.84%
The company has a dedicated trust and investment services segment that manages approximately 7.9 billion dollars in assets, earning asset management fees through Wesbanco Asset Management and the WesMark Funds family.
CNS
Cohen & Steers
$3.67Bn
71.35
-0.06%
+8.95%
Cohen & Steers is a global investment manager that manages portfolios across open-end funds, closed-end funds, and ETFs. It generates revenue through investment advisory and management fees based on assets under management (AUM) for both institutional and individual investors.
RNST
2nd
Renasant
$3.64Bn
40.23
+0.75%
+15.77%
The company operates a Wealth Management segment through Park Place Capital, providing investment advisory and management services for mutual funds, personal trusts, and retirement plans.
NIC
2nd
Nicolet Bankshares
$3.63Bn
174.02
-0.06%
+38.95%
The company provides wealth management, trust services, and investment advisory services, generating revenue from trust and brokerage fees.
IEP
2nd
Icahn Enterprises
$3.59Bn
4.74
-2.47%
-46.01%
The Investment segment consists of private investment funds that act as activist investors, acquiring securities in undervalued companies to unlock value through management and operational changes.
FIBK
2nd
First Interstate Bancsystem
$3.55Bn
37.93
+0.69%
+20.72%
The company provides wealth management services, including investment management and trust administration, for which it earns asset management fees.
FFBC
2nd
First Financial Bancorp
$3.43Bn
32.65
+0.28%
+34.97%
The company has a wealth management division that provides trust and investment advisory services to high-net-worth individuals, families, and institutions.
CBU
2nd
Community Financial System
$3.39Bn
64.75
+0.39%
+15.07%
The Wealth Management Services segment, including Nottingham Trust and Wealth Partners, manages investment products such as stocks, bonds, and mutual funds, earning asset management charges and advisory fees.
SFNC
2nd
Simmons First National
$3.39Bn
23.46
+0.26%
+31.65%
The company has a dedicated Wealth segment that manages investment accounts and provides trust and investment services for individuals and corporate benefit plans.
AAMI
Acadian Asset Management
$3.36Bn
95.09
-0.05%
+119.86%
Acadian Asset Management manages approximately $178 billion in assets for institutional investors, including pension funds and sovereign wealth funds. Its revenue is primarily generated from investment management fees charged on separate accounts and commingled funds.
AGO
2nd
Assured Guaranty
$3.28Bn
74.73
+2.09%
-14.75%
Through its ownership interest in Sound Point LP, the company manages pooled alternative investment capital across strategies like CLOs, private credit, and structured credit for institutional clients, earning management fees.
WT
WisdomTree
$3.27Bn
21.65
-0.09%
+88.26%
WisdomTree creates and manages exchange traded funds (ETFs) and exchange traded products (ETPs) across equities, commodities, and fixed income. Its primary revenue is generated from advisory fees calculated as a percentage of assets under management (AUM) for these pooled investment vehicles.
SBCF
2nd
Seacoast Banking Corp Of Florida
$3.26Bn
33.72
+0.42%
+12.33%
The company provides wealth management and trust services through seven affiliated trusts, earning fee-based income from these activities.
GBDC
2nd
Golub Capital Bdc
$3.26Bn
12.54
+0.40%
-9.59%
The company is externally managed by its affiliate, Golub Capital, which is described as a leading middle market lender with over $85 billion of capital under management. This affiliate provides the deal flow and credit expertise typical of an alternative asset manager.
PRK
2nd
Park National
$3.19Bn
176.60
+0.19%
+13.45%
The company provides wealth management and fiduciary services to individuals and institutions, generating $33.9 million from fiduciary activities.
MCHB
2nd
Mechanics Bancorp
$3.19Bn
14.40
+0.14%
+9.34%
The company provides wealth management and trust services, including investment management for private banking clients through its wealth management department.
APAM
Artisan Partners Asset Management
$3.11Bn
38.42
+0.87%
-11.62%
Artisan Partners manages investment portfolios across equity and fixed income for institutional and high-net-worth clients, earning revenue primarily from management fees based on assets under management. The company operates pooled vehicles like Artisan Funds and Artisan Global Funds, which are characteristic of traditional asset management.
OAK-PA
Brookfield Oaktree Holdings
$3.10Bn
19.30
-1.63%
-10.77%
The company manages pooled alternative investment capital across credit, real estate, and equity strategies, including private debt funds and corporate private equity. It serves institutional investors such as pension funds and sovereign wealth funds, operating as a leader in the alternative asset management space alongside firms like Blackstone and KKR.
AB
Alliancebernstein Holding
$3.08Bn
33.50
-0.24%
-15.64%
Alliancebernstein is a global investment management firm that manages portfolios for institutions, retail investors, and private wealth clients. Its primary revenue is generated from investment advisory and services fees calculated as a percentage of its $867 billion in assets under management.
FHB
2nd
First Hawaiian
$3.02Bn
24.80
+0.53%
+0.98%
The company provides wealth management and trust services to its customers, generating fee-based revenue from these investment management activities.
HTGC
2nd
Hercules Capital
$3.01Bn
15.88
+0.25%
-10.08%
The company earns management and advisory fees through its subsidiary, Hercules Adviser LLC, which provides investment advisory services to third-party funds, matching the profile of an alternative asset manager.
PFS
2nd
Provident Financial Services
$2.97Bn
22.77
-0.74%
+21.44%
The company provides fiduciary and wealth management services through Beacon Trust Company and Beacon Investment Advisory Services, earning asset management fees based on assets under management.
BANC
2nd
Banc Of California
$2.82Bn
17.82
+0.11%
+4.76%
The company generates revenue from wealth management offerings provided to high-net-worth individuals and professionals.
AKR
2nd
Acadia Realty Trust
$2.79Bn
20.22
-0.10%
+0.85%
The company operates an Investment Management segment that manages institutional capital through strategic opportunity funds (Fund 2, 3, 4, and 5) and earns management fees and incentive income.
XXI
Twenty One Capital
$2.79Bn
4.96
-1.20%
-69.66%
The company's primary activity is the active accumulation and management of a Bitcoin portfolio according to a long-term, macro-driven investment thesis. It operates as a vehicle for institutional and retail investors to gain exposure to digital assets through equity ownership, which aligns with the management of alternative asset strategies.
TRMK
2nd
Trustmark
$2.77Bn
47.88
+0.08%
+25.44%
The company has a dedicated Wealth Management Segment that manages investment and individual retirement accounts for individuals and charitable foundations, earning fees for these management services.
SII
Sprott
$2.76Bn
106.88
-0.66%
+20.51%
Sprott operates as a specialized asset management firm managing investment portfolios including closed-end physical trusts, ETFs, and discretionary managed accounts. It generates the majority of its revenue through management fees earned from assets under management (AUM).
GCMG
GCM Grosvenor
$2.74Bn
13.50
-0.22%
+17.39%
GCM Grosvenor is an alternative asset manager that manages pooled capital across private equity, infrastructure, real estate, alternative credit, and absolute return strategies. Its revenue model is based on management fees and incentive fees earned from these illiquid and non-public strategies.
NBTB
2nd
Nbt Bancorp
$2.74Bn
52.82
+0.19%
+28.20%
The company provides wealth management, trust and investment services, and financial planning, earning noninterest income through wealth management fees.
BOH
2nd
Bank Of Hawaii
$2.72Bn
69.45
-0.12%
+5.24%
The company provides wealth management services to retail clients through its Consumer Banking segment, earning fee-based income from these activities.
FBK
2nd
FB Financial
$2.70Bn
54.64
+0.20%
+0.07%
The firm provides trust and investment services to high net worth individuals and institutional investors, earning trust and investment service fees and wealth management fees.
BBT
2nd
Beacon Financial
$2.56Bn
30.76
+0.36%
+22.40%
Through Clarendon Private and its Trust and Investments Division, the company manages investment portfolios and provides wealth management services to individuals, families, endowments, and foundations.
DBRHP
DigitalBridge
$2.47Bn
13.15
+0.92%
-38.64%
DigitalBridge is an investment manager that manages pooled alternative investment capital, specifically private equity and private credit, focused on digital infrastructure. It generates revenue through management fees, incentive fees, and carried interest from funds it sponsors, serving institutional investors like sovereign wealth funds and pensions.
SYBT
2nd
Stock Yards Bancorp
$2.46Bn
79.14
+0.13%
+18.14%
The company has a dedicated Wealth Management and Trust segment that provides investment management for high net worth individuals, foundations, and endowments, earning revenue primarily from assets under management fees.
MBIN
2nd
Merchants Bancorp
$2.43Bn
52.92
-1.19%
+64.96%
The company operates a registered investment advisor that manages affordable housing equity funds and deploys third-party capital into assets originated by its lending desk.
BRBI
2nd
BRBI BR Partners
$2.40Bn
7.61
-6.05%
-51.06%
The company manages private equity funds that acquire minority stakes in middle-market companies, earning management fees and performance fees on these alternative investments.
BUSE
2nd
First Busey
$2.35Bn
28.87
-0.03%
+25.47%
The Wealth Management segment manages $15.66 billion in assets under care, providing investment management and fiduciary services to individuals, businesses, and foundations.
UDN
Invesco Db Us Dollar Index Bearish Fund
$2.31Bn
17.57
-0.17%
-5.33%
The company is an investment fund that manages a portfolio of DX futures contracts and Treasury obligations to deliver specific investment results for its clients. It operates as an exchange-traded product where the core activity is deciding how to invest capital to track the inverse performance of the Deutsche Bank Short USD Currency Portfolio Index.
NTB
2nd
Bank of N.T. Butterfield & Son
$2.27Bn
56.78
+0.96%
+23.65%
The company operates a wealth management business that provides investment management and advisory services for high net worth individuals, family offices, and institutional clients, earning fee income from these activities.
EFSC
2nd
Enterprise Financial Services
$2.23Bn
62.20
-0.29%
+17.56%
The company has a dedicated Wealth Management segment that provides investment management and customized investment strategies for individual and institutional clients, earning fee income from these activities.
WAFD
2nd
Wafd
$2.18Bn
29.42
+0.51%
-4.11%
The company operates WaFd Wealth, Inc., which provides personalized financial guidance and investment services to clients.
OFG
2nd
Ofg Bancorp
$2.17Bn
51.67
+0.60%
+26.89%
The Wealth Management segment provides investment advisory activities and earns fees from trust and retirement plan services.
SRCE
2nd
1St Source
$2.12Bn
88.13
-0.14%
+43.11%
The company provides trust and wealth advisory services, generating fee-based income from investment advisory and retirement plan administration for individual, estate, and corporate clients.
TOP
2nd
TOP Financial
$2.07Bn
17.00
+10.17%
+220.75%
The company is licensed by the Hong Kong Securities and Futures Commission to conduct asset management activities and provides asset management advisory services to its clients.
FCF
2nd
First Commonwealth Financial
$2.03Bn
20.93
+0.00%
+31.97%
The company provides trust and wealth management services, generating fee revenue from these activities for its retail and institutional clients.
CHCO
2nd
City Holding
$2.01Bn
142.45
+0.32%
+18.03%
The company provides wealth and investment management services, generating revenue from wealth management asset-based charges.
USO
United States Oil Fund
$1.93Bn
145.59
-0.33%
+108.43%
United States Oil Fund, LP operates as a commodity pool that manages an investment portfolio of oil futures contracts and related instruments on behalf of its shareholders. Its core activity is deciding how to invest capital to track the daily percentage changes in the spot price of light, sweet crude oil.
ASST
Strive
$1.90Bn
21.36
-4.00%
-7.13%
Strive operates as an institutional asset manager with over 2.4 billion dollars in assets under management, generating recurring fee-based revenue tied to its AUM. Its core activity involves managing a bitcoin treasury strategy and deploying capital to maximize long-term stockholder value.
PURR
Hyperliquid Strategies
$1.88Bn
8.70
-1.25%
—
The company name 'Hyperliquid Strategies' strongly implies a focus on liquid alternative investment strategies, which typically fall under alternative asset management. Given the lack of operational detail in the profile beyond its role in a business combination, this is the closest fit within the Financial Services sector based on the company's nomenclature.
GABC
2nd
German American Bancorp
$1.87Bn
49.83
+0.26%
+26.12%
The company's Wealth Management segment manages investment portfolios and provides investment advisory services for high-net-worth individuals and retirees, earning management and advisory fees.
DCOM
2nd
Dime Commercial Bancshares
$1.85Bn
42.20
-0.47%
+57.17%
Dime Financial Services LLC provides investment products and services to individual and business clients specifically for wealth management and retirement planning assistance.
ETH
Grayscale Ethereum Staking Mini ETF
$1.81Bn
18.57
-3.33%
-37.71%
The company operates as an ETF (Exchange Traded Fund) that manages a portfolio of Ether on behalf of investors. It earns revenue through a sponsor fee based on its net asset value, which is the classic revenue model for an asset manager.
STBA
2nd
S&T Bancorp
$1.80Bn
51.16
+0.69%
+32.78%
The company provides wealth management and trust services for individual investors, families, and endowments, managing $2.1 billion in assets under administration and earning wealth management fees.
BY
2nd
Byline Bancorp
$1.75Bn
39.19
+0.20%
+43.55%
The company provides trust and wealth management services to foundations, endowments, and high net worth individuals, with $823.2 million in assets under administration.
OCFC
2nd
Oceanfirst Financial
$1.74Bn
18.00
-0.50%
-0.28%
The bank provides trust and fiduciary services that manage assets for clients, earning fee income from these activities.
QCRH
2nd
Qcr Holdings
$1.69Bn
103.99
+0.62%
+33.97%
The company provides trust and asset management services through its banking subsidiaries, generating revenue from trust fees and investment advisory and management fees.
FSUN
2nd
Firstsun Capital Bancorp
$1.67Bn
39.04
-0.03%
+21.81%
Through Sunflower Wealth Advisors LLC, the company provides discretionary investment management to retail and institutional clients, earning asset-based fees.
BFC
2nd
Bank First
$1.66Bn
149.78
-0.17%
+20.85%
The company derives additional revenue from fees for wealth management and investment services provided to its clients.
NBHC
2nd
National Bank Holdings
$1.66Bn
37.38
+0.89%
+1.83%
Through its BOJHT segment, the company manages investment portfolios for individuals, trusts, endowments, and charities, with approximately $1.3 billion in assets under management.
CNOB
2nd
ConnectOne Bancorp
$1.64Bn
32.57
-0.64%
+34.25%
The company generates noninterest revenue through the provision of wealth management and financial advisory services to its clients.
LOB
2nd
Live Oak Bancshares
$1.63Bn
35.15
+1.50%
+12.34%
The company operates Live Oak Private Wealth, which provides investment advisory services to clients.
WLTH
Wealthfront
$1.62Bn
10.72
+5.10%
—
Wealthfront manages investment portfolios for clients and earns an asset-based fee (0.25% on its most popular offering), which contributed roughly 25% of its revenue in fiscal 2026. This core activity of deciding how to invest other people's money for a fee aligns with Asset Management.
ZION
2nd
Zions Bancorporation, National Association
$1.60Bn
66.34
+0.59%
+30.31%
The company provides wealth management solutions and trust services to individual consumers and wealth management clients, earning noninterest income from these advisory and management activities.
LKFN
2nd
Lakeland Financial
$1.55Bn
62.31
+0.76%
+6.97%
The bank provides wealth advisory and trust services, earning fee income from managing investment portfolios for its retail customer base.
AMAL
2nd
Amalgamated Financial
$1.50Bn
50.35
+0.54%
+80.66%
The company has a dedicated Trust and Investment Management segment that manages index and actively managed funds for institutional clients such as pension funds, foundations, and endowments.
PAX
Patria Investments
$1.46Bn
9.17
-0.11%
-38.42%
Patria Investments is a global alternative investment firm managing pooled capital across private equity, infrastructure, and credit strategies. Its revenue model is based on management fees and performance/incentive fees from institutional and high-net-worth investors.
TMP
2nd
Tompkins Financial
$1.44Bn
100.65
+0.54%
+49.20%
The company has a dedicated wealth management segment under the Tompkins Financial Advisors brand that provides investment management and trust services for individual and institutional investors, earning asset-based management fees.
BHRB
2nd
Burke & Herbert Financial Services
$1.44Bn
71.29
+0.47%
+15.06%
The company generates revenue from wealth management fees and provides wealth and trust services to its clients.
ETHE
Grayscale Ethereum Staking ETF
$1.41Bn
15.58
-3.35%
-40.05%
The trust operates as an investment vehicle (ETF) that manages a portfolio of Ethereum tokens on behalf of shareholders to provide exposure to the asset's price and staking income. It earns revenue via a sponsor fee equal to 2.5% of the net asset value, which is characteristic of an asset management structure.
PGY
2nd
Pagaya Technologies
$1.41Bn
16.87
+0.00%
-27.91%
The company generates returns from capital deployed through financing vehicles that purchase loans, managing these assets for institutional investors such as pension funds, sovereign wealth funds, and asset management firms.
PEBO
2nd
Peoples Bancorp
$1.38Bn
38.46
+0.50%
+33.17%
The company provides trust and investment services, wealth management, and the administration of employee benefit plans for its clients.
WABC
2nd
Westamerica Bancorporation
$1.37Bn
59.47
-0.29%
+23.48%
The company provides trust and wealth management services that generate fee income, managing investment portfolios for its clients.
FMBH
2nd
First Mid Bancshares
$1.37Bn
51.32
+0.25%
+37.88%
Through First Mid Wealth Management Company, the firm provides asset management, investment management, and investment advisory services for individual and business clients.
INVA
2nd
Innoviva
$1.36Bn
19.03
+0.32%
-14.28%
The company maintains a 'Strategic Investments' segment where it holds equity stakes in various healthcare and biotech companies, such as Armata Pharmaceuticals and InCarda Therapeutics, to generate financial returns through appreciation or strategic exits.
HBT
2nd
HBT Financial
$1.34Bn
36.95
-1.44%
+55.97%
The company provides wealth management and trust services, earning non-interest income from wealth management and trust fees.
PWP
2nd
Perella Weinberg Partners
$1.29Bn
13.26
-1.34%
-29.09%
The firm has a dedicated Private Funds Advisory and Private Capital Placement business that supports fundraising and investor relations for private equity and other alternative funds.
DJT
2nd
Trump Media & Technology
$1.29Bn
4.64
-6.64%
-61.43%
Through its Truth.Fi brand, the company manages investment portfolios via separately managed accounts and exchange-traded funds (ETFs) such as TSSD and TSFN, earning management fees from these activities.
CTBI
2nd
Community Trust Bancorp
$1.28Bn
70.18
+0.13%
+29.58%
Through the Community Trust and Investment Company subsidiary, the firm provides trust and wealth management services, acting as an investment agent and trustee for personal and employee benefit trusts.
WD
2nd
Walker & Dunlop
$1.28Bn
38.30
-0.80%
-41.62%
Through its subsidiary Walker & Dunlop Investment Partners, Inc., the company manages investment funds and earns asset management fees from invested capital.
OSBC
2nd
Old Second Bancorp
$1.24Bn
25.10
-0.04%
+36.86%
The company provides wealth management and trust services through its subsidiary River Street Advisors LLC, earning asset under administration charges and investment advisory fees.
AMTB
2nd
Amerant Bancorp
$1.19Bn
30.33
-0.36%
+70.58%
The company provides wealth management and fiduciary services to high net worth individuals, managing 3.3 billion in assets under management and custody.
FETH
Fidelity Ethereum Fund
$1.17Bn
19.40
-3.34%
-38.61%
The company operates as a statutory trust that manages an investment portfolio of ether on behalf of clients, charging an annual sponsor fee of 0.25% on assets under management. Its core activity is providing a regulated investment vehicle for investors to gain exposure to the price performance of a specific asset.
FRNM
Freenome
$1.16Bn
10.41
-1.89%
-3.52%
Perceptive Capital Solutions Corp is a SPAC sponsored by Perceptive Advisors, a life sciences focused investment firm managing $9.5 billion in assets. Its core activity is the identification and acquisition of private companies in the life sciences and medical technology sectors using pooled capital from its IPO.
HFWA
2nd
Heritage Financial
$1.15Bn
28.25
+0.14%
+27.25%
The company generates revenue from wealth management fees and offers wealth management services as part of its product suite to business owners and retail customers.
UVSP
2nd
Univest Financial
$1.11Bn
40.52
-0.54%
+32.29%
The company operates a wealth management segment through Girard Advisory Services LLC, which earns investment advisory fees by managing portfolios for individual and institutional clients.
HBNC
2nd
Horizon Bancorp
$1.09Bn
21.27
+0.38%
+32.28%
The company has a wealth management division that earns fees from asset management services provided to individual and institutional clients.
CFFN
2nd
Capitol Federal Financial
$1.06Bn
8.41
-0.59%
+33.70%
The company generates fee-based income through its trust and wealth management activities and private banking offerings for high net worth individuals.
RPC
Ridgepost Capital
$1.05Bn
9.53
+0.21%
-3.54%
Ridgepost Capital manages pooled alternative investment capital across private equity, venture capital, and private credit for institutional investors and high-net-worth individuals. Its revenue model is based on management and advisory fees earned on committed capital, which is characteristic of alternative asset managers.
SBSI
2nd
Southside Bancshares
$1.04Bn
34.83
-0.40%
+20.90%
The company has a wealth management and trust division that provides investment management and manages retirement account options like IRAs and 401(k) plans for clients.
EQBK
2nd
Equity Bancshares
$1.02Bn
49.29
+0.49%
+17.72%
The company generates fee income from wealth management services, specifically providing investment management and trust services to its clients.
CAC
2nd
Camden National
$1.00Bn
59.47
+0.27%
+50.82%
Through Camden National Wealth Management, the company provides investment advisory, trust, and asset management services to individual and institutional clients.
EQH
2nd
Equitable Holdings
$1.00Bn
56.14
+0.84%
+24.34%
Through its AllianceBernstein franchise, the company serves as a global active asset manager delivering investment services across equity, fixed income, and multi-asset strategies for institutional and retail clients, earning investment advisory and services fees based on assets under management.
CPF
2nd
Central Pacific Financial
$989.66Mn
38.79
-0.05%
+30.26%
The bank provides fiduciary and investment management services, which are described as integrated wealth management services to meet the comprehensive financial needs of its clients.
OPY
2nd
Oppenheimer Holdings
$954.90Mn
89.15
-1.04%
+30.37%
Through Oppenheimer Asset Management Inc., the firm manages separately managed accounts and mutual fund advisory programs, earning fees based on assets under management.
BFST
2nd
Business First Bancshares
$952.31Mn
32.27
-0.43%
+27.75%
The company generates fee income from wealth management services provided to high net worth individuals and business owners.
TRST
2nd
Trustco Bank Corp N Y
$947.37Mn
57.32
-0.59%
+43.98%
The company generates fee income from trust and investment management services and wealth management services provided to its customers.
FMNB
2nd
Farmers National Banc
$918.48Mn
15.50
+0.26%
+16.63%
The Trust segment provides investment advisory services and fund management for institutional clients, retirees, and affluent individuals, earning wealth management fees.
MPB
2nd
Mid Penn Bancorp
$894.08Mn
35.28
-0.06%
+20.57%
The company provides trust and retail investment services and owns Cumberland Advisors, Inc., a registered investment advisory firm with $3.2 billion in assets under management.
IEAG
Infinite Eagle Acquisition
$875.62Mn
10.06
+0.10%
—
Infinite Eagle Acquisition Corp is a special purpose acquisition company (SPAC) whose sole purpose is to raise capital to acquire a private business. This activity of managing pooled capital for the purpose of a private equity-style acquisition of a non-public company aligns with the Alternative Asset Managers category.
CCBG
2nd
Capital City Bank
$872.78Mn
51.00
-0.18%
+24.79%
Through Capital City Trust Company, the firm provides asset management services for individuals and institutions, earning advisory fees.
ORRF
2nd
Orrstown Financial Services
$868.06Mn
44.13
+0.07%
+28.55%
Through Orrstown Financial Advisors, the company manages $3.1 billion in assets under management, providing investment advisory and fiduciary services for individual and institutional clients.
ABX
Abacus Global Management
$861.55Mn
8.81
+0.11%
+36.17%
Abacus Global Management manages alternative investment funds and exchange traded funds, earning base management fees and performance fees on assets under management. Its core business involves managing pooled alternative capital specifically in the life settlement market and free cash flow equity strategies for institutional and private clients.
FCBC
2nd
First Community Bankshares
$860.68Mn
45.50
-0.85%
+37.84%
The company operates a Trust and Wealth Management segment through First Community Wealth Management Inc., managing $1.75 billion in assets under fee-based arrangements and earning investment advisory fees.
ALRS
2nd
Alerus Financial
$853.68Mn
34.50
+0.67%
+60.17%
The company manages investment portfolios through its Wealth segment, offering proprietary strategies like Dimension and Blueprint for IRAs, foundations, and endowments.
KFII
K&F Growth Acquisition
$850.29Mn
10.83
+1.69%
+5.15%
K&F Growth Acquisition Corp. Ii is a special purpose acquisition company (SPAC) that raises capital to acquire an operating business. This activity of managing pooled capital for the purpose of a private equity-style acquisition of a business fits the profile of an alternative asset manager.
PGC
2nd
Peapack Gladstone Financial
$818.01Mn
46.12
+0.24%
+81.57%
The company has a dedicated Wealth Management segment that provides investment management and fiduciary services to high net worth individuals and foundations, managing $13.1 billion in assets.
HBIA
2nd
Hills Bancorporation
$807.07Mn
46.40
-0.43%
+18.58%
The company earns fee income from trust and investment advisory services, indicating it manages investment portfolios on behalf of clients.
VRTS
Virtus Investment Partners
$804.96Mn
122.71
-1.41%
-25.47%
Virtus Investment Partners is an asset management firm that manages investment portfolios for institutional and individual investors through open-end funds, ETFs, and separate accounts. It generates revenue primarily through asset-based fees for investment management and advisory services.
SPFI
2nd
South Plains Financial
$803.85Mn
42.65
-0.35%
+12.53%
The company provides investment and trust services, managing approximately $435 million in trust assets and $684.4 million in investment assets under management for fee income.
BUR
2nd
Burford Capital
$792.74Mn
3.61
+4.64%
-58.60%
The company manages legal finance assets on behalf of third-party investors through its Asset Management and Other Services segment. It operates a private fund platform via its SEC-registered investment adviser, BCIM, managing $3.2 billion in assets across private and sidecar funds.
FISI
2nd
Financial Institutions
$787.57Mn
40.18
+0.35%
+36.34%
Through its subsidiary Courier Capital LLC, the company provides fee-based investment consulting, wealth management, and retirement plan services to high-net-worth individuals and institutions.
SMBC
2nd
Southern Missouri Bancorp
$775.31Mn
70.95
+0.01%
+29.45%
The company generates additional revenue through trust and wealth management fees offered through its subsidiaries.
SHBI
2nd
Shore Bancshares
$756.36Mn
22.71
-0.18%
+40.79%
The company provides wealth management and trust administration services, earning fees for managing investment portfolios and assets for its clients.
WASH
2nd
Washington Trust Bancorp
$739.40Mn
38.75
-0.51%
+39.44%
Through its Wealth Management and Trust Services segment and registered investment adviser subsidiary, the company manages investment portfolios and reported 7.8 billion dollars of assets under administration.
PFIS
2nd
Peoples Financial Services
$727.79Mn
72.69
-0.22%
+54.46%
The company operates trust and wealth management operations, generating fee income from managing investment portfolios for its clients.
CNNE
Cannae Holdings
$697.10Mn
17.28
+1.05%
+9.30%
Cannae Holdings operates as a holding company that acquires and actively manages interests in operating companies, positioning itself as a competitor to alternative asset managers like Blackstone and KKR. Its JANA segment specifically earns management and performance-based fees from investment funds that pursue shareholder activism and undervalued public companies.
BHB
2nd
Bar Harbor Bankshares
$696.30Mn
41.53
+0.17%
+39.50%
The company manages investment portfolios for individuals, estates, and foundations through its wealth management and trust services division, which reported $3.0 billion in assets under management at year end 2025.
CWBC
2nd
Community West Bancshares
$690.12Mn
25.43
-0.82%
+17.68%
Through its Private Banking and Cash Management Division, the company provides specialized investment advisory services to high-net-worth individuals.
RRBI
2nd
Red River Bancshares
$689.09Mn
104.66
+0.50%
+55.14%
The company operates a brokerage division with $1.33 billion of assets under management, which contributes fee-based income to the company's total revenue.
IPFX
Inflection Point Acquisition Corp. VI
$686.81Mn
10.18
+0.00%
—
Inflection Point Acquisition Corp. VI is a special purpose acquisition company (SPAC) whose sole purpose is to identify and acquire a target business using pooled capital from its IPO. This activity of managing pooled capital for the purpose of private equity-style acquisitions and business combinations aligns with the Alternative Asset Managers category.
ACNB
2nd
Acnb
$683.04Mn
67.20
+0.42%
+40.35%
ACNB Bank provides trust and investment services through ACNB Wealth Management, earning fees for managing these portfolios.
FPH
2nd
Five Point Holdings
$664.60Mn
4.49
-1.32%
-28.27%
Through its Hearthstone segment, the company operates a residential asset management platform that manages land banking funds for institutional investors, such as state employee pension plans and private equity firms, earning management and performance fees.
ACGP
Associated Capital
$664.35Mn
31.45
+0.00%
-16.80%
The company provides alternative investment management services, specifically managing assets in merger arbitrage, event-driven value, and absolute return strategies. It generates revenue through management and incentive fees from these alternative strategies for institutional and high-net-worth investors.
MSBI
2nd
Midland States Bancorp
$652.35Mn
31.36
-1.13%
+95.39%
The company has a dedicated Wealth Management segment that manages investment portfolios and provides trust and investment management services, earning fees on approximately $4.48 billion in assets under administration.
DMII
Drugs Made In America Acquisition
$652.29Mn
10.24
+0.00%
—
The company is a Special Purpose Acquisition Company (SPAC) whose sole purpose is to identify and execute a business combination using pooled capital from an IPO and private placement. This activity of managing pooled capital for the purpose of acquiring private businesses aligns with the operational model of alternative asset managers.
NMFC
2nd
New Mountain Finance
$632.83Mn
6.70
+0.45%
-29.25%
The company is externally managed by New Mountain Finance Advisers LLC, a subsidiary of New Mountain Capital Group LP, which is described as a global investment firm managing approximately sixty billion dollars of assets in middle market private equity and credit strategies.
FBIZ
2nd
First Business Financial Services
$629.42Mn
75.31
+0.32%
+42.79%
The company provides private wealth management services, including investment management and trust and estate administration, for high net worth individuals.
VINP
Vinci Compass Investments
$617.32Mn
8.71
-1.14%
-27.42%
Vinci Compass is a leading alternative asset manager managing pooled capital in illiquid and non-public strategies, including Private Equity, Real Assets (infrastructure, forestry), and Private Credit. It generates revenue from management fees and performance-related earnings (carried interest) from these alternative strategies.
TMTS
Spartacus Acquisition
$613.95Mn
10.01
-0.20%
—
Spartacus Acquisition Corp. II is a special purpose acquisition company (SPAC) that functions as a pooled investment vehicle to identify and acquire a target business. Its management team leverages expertise in executing transactions and sourcing deals, which aligns with the activity of alternative asset managers managing capital for institutional and high-net-worth investors.
BCSS
Bain Capital GSS Investment
$607.83Mn
10.25
+0.10%
+1.69%
The company is a blank check company (SPAC) sponsored by Bain Capital Special Situations, a global alternative investment firm. Its sole purpose is to identify and execute a business combination using a pooled capital structure, which aligns with the activities of alternative asset managers managing illiquid, non-public strategies.
MTC
2nd
Mmtec
$607.49Mn
6.10
-0.65%
+141.11%
MMTEC engages in MOM (Manager of Managers) fund management, which involves making investment decisions and managing portfolios for clients.
HCAC
Hall Chadwick Acquisition
$598.54Mn
10.25
+0.49%
—
Hall Chadwick Acquisition Corp is a blank check company (SPAC) whose sole purpose is to identify and execute a business combination, merger, or asset acquisition. This activity of pooling capital to acquire private businesses is functionally equivalent to the strategies of private equity and buyout funds described in the Alternative Asset Managers category.
KRNY
2nd
Kearny Financial
$594.10Mn
9.15
+0.00%
+41.64%
The company generates revenue from income derived from wealth management and related services offered through its subsidiaries.
CIVB
2nd
Civista Bancshares
$592.78Mn
28.62
-0.35%
+30.63%
The company generates wealth management advisory fees through its Civista Wealth Management division, providing personalized financial services to its clients.
ZCSH
Zcash ETF
$589.85Mn
25.46
+0.63%
-22.85%
The Trust operates as a passive investment vehicle that manages a portfolio of Zcash (ZEC) on behalf of accredited investors. It generates revenue through a Sponsor's Fee based on the Net Asset Value (NAV) of the assets under management.
CXII
Churchill Capital Corp XII
$578.28Mn
10.41
+0.10%
—
Churchill Capital Corp XII is a Special Purpose Acquisition Company (SPAC) that raises capital from public and private investors to acquire a private business. This activity of managing pooled capital for the purpose of a non-public acquisition strategy aligns with the Alternative Asset Managers category.
AXIN
Axiom Intelligence Acquisition Corp 1
$567.69Mn
10.41
-0.10%
+3.27%
Axiom Intelligence Acquisition Corp 1 is a Special Purpose Acquisition Company (SPAC), which functions as a pooled investment vehicle designed to acquire a private business. Its core activity is managing capital raised from public and private investors to execute a business combination, matching the profile of an alternative asset manager focused on private equity-style acquisitions.
IPXG
Inflection Point Acquisition Corp. VII
$562.07Mn
10.22
+0.00%
—
Columbus Circle Capital is a SPAC (blank check company) whose core activity is sourcing and executing a business combination with a target entity. This aligns with Alternative Asset Managers as it manages pooled capital from an IPO and private placement to invest in non-public strategies.
COFS
2nd
Choiceone Financial Services
$550.84Mn
36.91
+0.11%
+23.94%
The company has a dedicated trust and wealth management division that manages assets and provides investment advisory services for individuals and institutional clients.
CIM
2nd
Chimera Investment
$550.82Mn
6.58
-0.90%
-45.39%
The company operates an Investment Management and Advisory Services Segment that provides discretionary and non-discretionary management to institutional clients like insurance companies and credit funds. It earns management fees and expects incentive-based income from these pooled alternative investment strategies.
DNMX
Dynamix Corp III
$543.64Mn
10.13
+0.00%
+1.81%
Dynamix Corp III is a blank check company (SPAC) whose sole purpose is to identify, evaluate, and acquire a target business through a business combination. This activity of pooling capital from investors to acquire a private company is the core function of alternative asset managers and private equity-style vehicles.
OBT
2nd
Orange County Bancorp
$536.85Mn
40.03
+0.43%
+52.67%
The company provides asset management and investment advisory services for individuals, trusts, and retirement plans through its subsidiary Orange Investment Advisors, Inc. and its trust department, earning fee-based revenue for managing these portfolios.
GLRE
2nd
Greenlight Capital Re
$533.97Mn
16.45
+0.55%
+23.68%
The company's Innovations segment makes strategic investments in startup companies and managing general agents, and it employs a differentiated value-oriented investment strategy for its managed portfolios.
AEXA
American Exceptionalism Acquisition Corp. A
$532.69Mn
10.77
+0.19%
-1.64%
The company is a Special Purpose Acquisition Company (SPAC) managed by a team with extensive experience in private equity and venture capital. Its core activity is raising pooled capital to identify, negotiate, and execute a business combination with a private technology company, which aligns with the alternative asset management model of managing illiquid, non-public strategies.
FDCT
2nd
Fdctech
$520.09Mn
4.15
+0.00%
-36.64%
The company's Wealth Management segment provides financial planning, licensing solutions, and advisory services to a network of 28 financial advisors managing over $530 million in funds.
WTBA
2nd
West Bancorporation
$518.13Mn
30.40
+0.66%
+38.94%
The company provides trust services, which involve managing investment portfolios and assets for clients in exchange for fee income.
CZNC
2nd
Citizens & Northern
$504.77Mn
28.12
+0.36%
+44.13%
The trust department provides asset management and 401(k) plan administration, earning fees based on assets under management.
OHAC
Oceanhawk Acquisition
$503.27Mn
10.04
+0.10%
—
Oceanhawk Acquisition Corp. is a special purpose acquisition company (SPAC) whose sole purpose is to identify and execute a business combination. This activity of pooling capital to acquire private businesses is a hallmark of alternative asset management and private equity strategies.
XSLL
Xsolla SPAC 1
$487.48Mn
10.04
-0.10%
—
Xsolla SPAC 1 is a blank check company (SPAC) whose sole purpose is to deploy pooled capital to acquire a private business and take it public. This activity matches the profile of an alternative asset manager focusing on private equity-style acquisitions, earning its value through the sourcing and execution of a business combination.
KRSP
Rice Acquisition Corp 3
$483.95Mn
10.52
+0.86%
—
Rice Acquisition Corp 3 is a special purpose acquisition company (SPAC) that manages pooled capital from an IPO and private placements to acquire a target business. Its core activity is the identification and acquisition of a business to generate risk-adjusted returns for shareholders, which aligns with the management of alternative investment capital.
ITIC
2nd
Investors Title
$480.54Mn
254.39
+1.11%
-9.08%
Through its 'All Other' segment, the company provides investment management services and trust services that administer assets for individuals, corporations, and banks, earning asset-based management fees.
VLOS
Velos Acquisition I
$477.51Mn
10.63
-1.94%
+0.66%
The company is a Special Purpose Acquisition Company (SPAC) sponsored by M3-Brigade and MI7, which are financial entities managing pooled capital to acquire private businesses. Its core activity is the identification and acquisition of a target business (such as the proposed combination with ReserveOne Inc) using capital raised from an IPO, which aligns with the alternative asset management model of deploying capital into non-public strategies.
LEGO
Legato Merger Corp. IV
$476.79Mn
10.01
+0.00%
—
Legato Merger Corp. IV is a special purpose acquisition company (SPAC) whose sole purpose is to identify and acquire a target business using pooled capital from investors. This activity matches the profile of an alternative asset manager focusing on private equity-style acquisitions, as it manages a trust of capital to be deployed into a non-public strategy.
CRAN
Crane Harbor Acquisition
$475.10Mn
10.13
+0.00%
—
Crane Harbor Acquisition Corp. II is a SPAC, which functions as a pooled investment vehicle designed to acquire a private company. Its core activity is sourcing, evaluating, and executing a business combination using capital raised from an IPO and private placements, which aligns with the alternative asset management model of deploying capital into non-public strategies.
TWLV
Twelve Seas Investment Co III
$474.37Mn
10.12
+0.20%
—
Twelve Seas Investment Co III is a special purpose acquisition company (SPAC) that manages pooled capital from public and private investors to acquire a target business. Its core activity is identifying and executing a business combination, which aligns with the management of alternative investment capital for the purpose of acquiring private or public enterprises.
NRDS
2nd
Nerdwallet
$472.16Mn
7.46
+2.05%
-47.65%
The company provides personalized financial guidance and investment advisory services through its NerdWallet Advisory subsidiary.
LATA
Galata Acquisition
$470.58Mn
10.23
+0.20%
+2.71%
Galata Acquisition Corp. II is a Special Purpose Acquisition Company (SPAC), which functions as a pooled investment vehicle designed to acquire a private business. Its core activity is sourcing and executing a business combination using capital raised from investors, which aligns with the alternative asset management model of deploying capital into non-public strategies.
APXT
Apex Treasury
$469.25Mn
10.21
-0.10%
+2.92%
Apex Treasury is a blank check company (SPAC) that raises capital to acquire and merge with high-growth businesses, which aligns with the activity of alternative asset managers seeking private equity-style combinations. The company's core activity is managing a pool of capital from shareholders to identify and execute a business combination in sectors like blockchain, AI, and renewable energy.
BMRC
2nd
Bank of Marin Bancorp
$462.64Mn
28.50
-0.07%
+9.24%
The company has a dedicated Wealth Management and Trust Services segment that provides investment management and fiduciary services to individuals, families, and institutions.
IRAB
Iris Acquisition
$460.84Mn
10.06
+0.00%
—
Iris Acquisition Corp II is a special purpose acquisition company (SPAC) that manages pooled capital from public and private investors to acquire a private company. Its core activity is identifying, sourcing, and executing a business combination to invest this capital into a non-public strategy, which aligns with the activities of alternative asset managers.
TVIV
Texas Ventures Acquisition IV
$458.62Mn
9.97
-0.20%
—
Texas Ventures Acquisition IV is a Special Purpose Acquisition Company (SPAC), which functions as a pooled investment vehicle designed to acquire a private business. Its current activity is limited to managing capital raised via IPO and private placements to identify and execute a business combination, which aligns with the alternative asset management model of deploying capital into non-public strategies.
PBFS
2nd
Pioneer Bancorp
$455.47Mn
18.33
+0.99%
+36.49%
Through Pioneer Financial Services, Inc., the company manages $1.4 billion in assets under management and provides investment advice and retirement planning.
KCHV
Kochav Defense Acquisition
$452.03Mn
10.46
-0.29%
+2.95%
Kochav Defense Acquisition Corp. is a SPAC (blank check company) whose sole purpose is to identify and acquire a target business using pooled capital from an IPO and private placement. This activity of managing pooled capital to invest in a private company aligns with the alternative asset management model of seeking non-public strategies.
GHXI
Gores Holdings XI
$446.92Mn
9.91
-0.15%
—
Gores Holdings XI is a special purpose acquisition company (SPAC) whose sole purpose is to identify and acquire a private operating business to take it public. This activity of managing pooled capital for the purpose of private equity-style acquisitions and investments aligns with the Alternative Asset Managers category.
KBON
Karbon Capital Partners
$446.75Mn
10.15
+0.00%
—
Karbon Capital Partners is a special purpose acquisition company (SPAC) that raises capital to acquire private operating businesses, which is a form of alternative asset management. The company's core activity is the deployment of pooled capital from its IPO and private placement units to execute a business combination, similar to the strategy of private equity firms mentioned as its competitors.
MBVI
M3-Brigade Acquisition VI
$444.19Mn
10.30
+0.00%
+2.59%
M3-Brigade Acquisition VI is a blank check company (SPAC) whose sole purpose is to identify and acquire a target business using pooled capital from an IPO and private placement. This activity of managing pooled capital for the purpose of a private equity-style acquisition of a non-public business aligns with the Alternative Asset Managers category.
IACO
Idea Acquisition
$437.94Mn
10.01
+0.00%
—
Idea Acquisition Corp. is a Special Purpose Acquisition Company (SPAC) whose sole purpose is to identify and acquire a target business through a merger or asset acquisition. This activity aligns with the management of pooled capital for the purpose of executing a private equity-style buyout or investment in a non-public strategy.
NOAH
Noah Holdings
$437.18Mn
6.52
-1.06%
-41.10%
Noah Holdings operates a wealth management business that distributes investment products and provides advisory services to high net worth individuals, contributing 69.2% of total net revenues in 2024. This includes distributing mutual funds and private secondary products through Noah Upright and ARK Wealth Management.
DBCA
D. Boral Acquisition I
$437.04Mn
10.10
+0.00%
—
D. Boral Acquisition I is a Special Purpose Acquisition Company (SPAC) whose sole purpose is to identify and execute a business combination with a target company. This activity of pooling capital to acquire private businesses is a core function of alternative asset management, specifically private equity-style strategies.
MESH
Meshflow Acquisition
$436.86Mn
10.13
+0.10%
—
Meshflow Acquisition Corp is a special purpose acquisition company (SPAC) designed to invest in and acquire businesses, specifically targeting the blockchain and digital asset infrastructure sector. Its current operational model is that of an investment vehicle seeking to deploy capital into private companies, which aligns with the activities of alternative asset managers and private equity structures.
HAVA
Harvard Ave Acquisition
$425.87Mn
10.29
+0.00%
—
Harvard Ave Acquisition is a special purpose acquisition company (SPAC) designed to pool capital from public and private investors to acquire a target business. This activity of managing pooled capital for the purpose of a private equity-style acquisition aligns with the Alternative Asset Managers category.
MCGA
Yorkville Acquisition
$425.46Mn
10.42
+0.00%
+2.36%
Yorkville Acquisition Corp. is a blank check company (SPAC) whose sole business activity is identifying and evaluating businesses for a merger or asset acquisition. This activity of pooling capital to acquire private businesses aligns with the operational model of alternative asset managers and private equity strategies described in F-11.
MRCO
Mercator Acquisition
$422.66Mn
9.95
+0.71%
—
Mercator Acquisition Corp is a special purpose acquisition company (SPAC) whose sole purpose is to identify, evaluate, and execute a business combination with target businesses. This activity of managing pooled capital for the purpose of acquiring private companies aligns with the alternative asset management model of private equity and venture capital strategies.
ELE
Elemental Royalty
$421.15Mn
14.05
-2.29%
-9.35%
Elemental Royalty operates as an alternative asset manager specializing in mining royalties and streaming, managing a portfolio of 256 assets to generate passive income for its investors. It earns revenue through royalty and streaming payments from mining operators like Lundin Mining and Northern Star Resources, fitting the profile of a firm managing illiquid, real-asset strategies.
FNLC
2nd
First Bancorp
$417.90Mn
37.03
+0.68%
+43.92%
The company earns income from wealth management and advisory services, as well as fiduciary fees, indicating it manages investment portfolios for its clients.
CHMG
2nd
Chemung Financial
$410.47Mn
85.11
-0.68%
+63.58%
The company has a dedicated Wealth Management segment that manages $2.212 billion in assets, providing investment management and fiduciary services for fees.
CZFS
2nd
Citizens Financial Services
$409.63Mn
85.15
-0.39%
+49.36%
The company operates a trust and investment services division that manages assets for clients, generating revenue through investment management fees on assets under management.
NPAC
New Providence Acquisition Corp. III
$406.56Mn
10.59
+0.28%
+3.42%
New Providence Acquisition Corp. III is a special purpose acquisition company (SPAC) formed to identify and merge with a target business. Its core activity is managing pooled capital from public and private investors to execute a business combination, which aligns with the alternative asset management model of deploying capital into non-public strategies.
ACTG
Acacia Research
$405.99Mn
4.16
+0.00%
+13.97%
Acacia Research operates as a value-oriented acquirer and operator of businesses across public and private markets, functioning similarly to a private equity or alternative asset manager. It generates returns through the acquisition, operational improvement, and divestiture of assets in the industrial, energy, and technology sectors.
CLBR
Colombier Acquisition Corp. III
$402.57Mn
10.06
-0.20%
—
Colombier Acquisition Corp. III is a blank check company (SPAC) whose sole purpose is to identify, evaluate, and execute a business combination or asset acquisition. This activity of pooling capital to acquire private businesses for the benefit of shareholders aligns with the alternative asset management model of private equity and venture capital strategies.
MEVO
M Evo Global Acquisition
$401.60Mn
10.04
+0.00%
—
M Evo Global Acquisition Corp II is a special purpose acquisition company (SPAC) whose sole purpose is to identify and acquire a target business using pooled capital from its IPO. This activity matches the profile of an alternative asset manager focusing on private equity-style acquisitions and the management of a dedicated investment vehicle.
ALDF
Aldel Financial
$400.79Mn
10.91
+0.00%
+3.51%
Aldel Financial II Inc. is a blank check company (SPAC) whose sole purpose is to identify and execute a business combination, effectively acting as a vehicle for private equity-style acquisition. It competes directly with private equity groups and leveraged buyout funds to acquire a target business, which aligns with the activity of alternative asset managers who manage capital for the purpose of strategic acquisitions.
ALFUU
Centurion Acquisition
$397.11Mn
11.05
+0.00%
+0.45%
Centurion Acquisition Corp. is a blank check company (SPAC) whose core activity is identifying, evaluating, and executing a business combination with a target company. This operational model of pooling capital to acquire and manage a private business is characteristic of alternative asset management and private equity strategies.
ZKP
Lafayette Digital Acquisition Corp. I
$395.62Mn
10.12
+0.50%
—
Lafayette Digital Acquisition Corp. I is a Special Purpose Acquisition Company (SPAC) whose sole purpose is to identify and acquire a target business using pooled capital from public and private investors. This activity of managing pooled capital for the purpose of a private equity-style acquisition of a business aligns with the functions of an alternative asset manager.
TACO
Berto Acquisition
$395.07Mn
10.53
+0.10%
+3.34%
Berto Acquisition Corp is a Special Purpose Acquisition Company (SPAC) designed to raise capital via an IPO to acquire a private operating business. This activity matches the profile of an alternative asset manager or investment vehicle that manages pooled capital for the purpose of executing a business combination/buyout.
DBP
Invesco DB Precious Metals Fund
$394.77Mn
86.56
-0.75%
-9.84%
The company operates as an exchange-traded fund (ETF) that manages an investment portfolio of futures contracts tied to gold, platinum, and silver. It earns revenue through a management fee of 0.75% of its daily net asset value for making investment decisions based on the DBIQ Optimum Yield Precious Metals Index.
FDBC
2nd
Fidelity D & D Bancorp
$390.62Mn
67.25
+0.28%
+49.51%
The company provides asset management and wealth management services to individuals and businesses, earning fee-based revenue from these activities.
MZYX
MOZAYYX Acquisition
$387.75Mn
10.01
+0.00%
—
MOZAYYX Acquisition Corp is a Special Purpose Acquisition Company (SPAC) that manages pooled capital from public and private investors for the purpose of identifying and acquiring a target business. Its current revenue is derived from investment income on marketable securities held in a trust account, which is characteristic of an alternative asset vehicle awaiting a private equity-style acquisition.
VALU
2nd
Value Line
$379.79Mn
40.48
-0.61%
+12.44%
Value Line generates revenue through investment management services provided by EULAV Asset Management Trust (EAM), which acts as the adviser to the Value Line Funds.
TBCVU
Thunder Bridge Capital Partners V
$378.45Mn
9.89
+0.20%
—
The company is a special purpose acquisition company (SPAC) whose sole purpose is to identify, acquire, and operate a business through a merger or asset acquisition. This activity of managing pooled capital to acquire private businesses for the benefit of shareholders aligns with the activities of alternative asset managers.
GTEN
Gores Holdings X
$376.94Mn
10.44
+0.00%
+0.87%
Gores Holdings X is a special purpose acquisition company (SPAC) designed to effect a business combination, which aligns with the activity of alternative asset managers seeking private equity-style acquisitions. The company relies on the sponsorship of The Gores Group to access proprietary deal flow for the purpose of investing its trust account capital into a target business.
BRTM
B&R Technology Merger
$375.00Mn
9.78
+0.00%
—
B&R Technology Merger Corp. is a special purpose acquisition company (SPAC) whose core activity is identifying and acquiring private companies to take them public. This aligns with the Alternative Asset Managers category as it manages pooled capital from IPO investors to execute a non-public investment strategy (a business combination).
SDHI
Siddhi Acquisition Corp (Cayman Islands)
$369.28Mn
10.60
+0.00%
+3.11%
Siddhi Acquisition Corp is a SPAC, which functions as a pooled investment vehicle designed to acquire a private company. Its management team leverages private equity and venture capital experience to identify and execute a business combination, which aligns with the activities of alternative asset managers managing illiquid, non-public strategies.
ABTC
2nd
American Bitcoin
$369.20Mn
5.07
+0.40%
-92.87%
The company operates a 'Scale the Reserve' segment that focuses on accumulating Bitcoin as a core strategic asset and managing a reserve of approximately 6,963 Bitcoin to enhance stockholder value, functioning as an alternative asset manager of digital reserves.
FCRS
FutureCrest Acquisition
$368.36Mn
10.25
+0.10%
+0.10%
FutureCrest Acquisition Corp is a special purpose acquisition company (SPAC) that functions as a pooled investment vehicle designed to acquire a high-growth business. Its operational model mirrors that of alternative asset managers by leveraging management expertise to identify, evaluate, and execute a business combination using committed capital from its IPO.
FVAV
Fortress Value Acquisition Corp. V
$365.71Mn
10.12
+0.20%
—
Fortress Value Acquisition Corp. V is a SPAC (blank check company) whose sole purpose is to identify, evaluate, and execute a business combination to achieve risk-adjusted returns for its shareholders. This activity of pooling capital to acquire private businesses and manage that investment is a hallmark of alternative asset management strategies.
BRBS
2nd
Blue Ridge Bankshares
$363.21Mn
4.05
+0.50%
-5.15%
Through its subsidiary BRB Financial Group, Inc., the company earns wealth management fees from trust and investment advisory activities for personal and corporate trust clients.
HKHC
Horizon Kinetics Holding
$361.53Mn
19.40
+1.04%
-36.39%
The company's primary source of revenue is advisory fee income earned from managing client accounts, including mutual funds, ETFs, and separately managed accounts. It manages specific investment vehicles such as the Inflation Beneficiaries ETF and the Paradigm Fund, making investment decisions on behalf of clients.
HYAC-UN
Haymaker Acquisition Corp V
$361.17Mn
10.05
+0.00%
—
Haymaker Acquisition Corp V is a special purpose acquisition company (SPAC) that manages pooled capital from an IPO and private placements to acquire a target business. This activity matches the profile of an alternative asset manager focusing on private equity-style acquisitions and value creation through business combinations.
SORN
Soren Acquisition
$360.91Mn
10.10
+0.40%
—
Soren Acquisition Corp. is a blank check company (SPAC) whose sole purpose is to raise capital to identify, evaluate, and acquire an operating business. This activity of managing pooled capital for the purpose of a private equity-style acquisition of a target business aligns with the activities of alternative asset managers.
FAC
Factorial Energy
$357.04Mn
3.90
-5.34%
-61.50%
Cartesian Growth Corp III is a SPAC that functions as a pooled investment vehicle, deploying capital raised via IPO to acquire private companies. Its core activity is managing this capital to execute a business combination, which aligns with the alternative asset management model of sourcing and investing in non-public strategies.
BWIV
Blue Water Acquisition Corp. IV
$355.88Mn
10.02
+0.00%
—
Blue Water Acquisition Corp. IV is a Special Purpose Acquisition Company (SPAC) that raises capital through an IPO to acquire a private business. This activity matches the profile of an alternative asset manager/vehicle that manages pooled capital for the purpose of executing a non-public strategy (acquisition of a private company).
HCIC
Hennessy Capital Investment Corp. VIII
$355.49Mn
10.01
+0.00%
—
Hennessy Capital Investment Corp. VIII is a special purpose acquisition company (SPAC) designed to pool capital from public and private investors to acquire a business with an enterprise value of $500 million or greater. This activity of managing pooled capital for the purpose of a private equity-style acquisition of a non-public company aligns with the Alternative Asset Managers category.
ARCI
Archimedes Tech SPAC Partners III
$355.44Mn
10.08
+0.30%
—
The company is a Special Purpose Acquisition Company (SPAC) whose sole purpose is to identify, evaluate, and acquire a private business using pooled capital from an IPO and private placement. This activity of managing pooled capital for the purpose of a private equity-style acquisition of a non-public company aligns with the Alternative Asset Managers category.
BDCI
BTC Development
$353.72Mn
10.18
+0.00%
+0.00%
BTC Development is a SPAC (blank check company) whose core activity is identifying and acquiring a target business, which is functionally equivalent to a private equity or venture capital strategy. The profile explicitly mentions its management's experience in venture capital and its goal of effecting a business combination with companies in the bitcoin ecosystem.
BLZR
Trailblazer Acquisition
$353.37Mn
10.28
+0.10%
+1.38%
Trailblazer Acquisition Corp. is a SPAC (blank check company) whose sole purpose is to identify, evaluate, and acquire a private business using pooled capital from investors. This activity matches the profile of an alternative asset manager focusing on private equity-style acquisitions and investment of committed capital.
SBXE
SilverBox Corp V
$351.46Mn
10.13
+0.00%
—
SilverBox Corp V is a special purpose acquisition company (SPAC) whose sole purpose is to identify, evaluate, and execute a business combination with a target company. This activity of raising pooled capital to acquire private businesses is a hallmark of alternative asset management strategies.
DBO
Invesco DB Oil Fund
$351.31Mn
23.51
-0.55%
+83.96%
The company is an investment fund that manages a portfolio of crude oil futures and Treasury obligations to track the DBIQ Optimum Yield Crude Oil Index. It earns revenue through a management fee calculated as a fixed percentage of the fund's net asset value.
HCMA
Hcm Iii Acquisition
$348.80Mn
10.34
-0.10%
+0.98%
HCM III Acquisition Corp. is a Special Purpose Acquisition Company (SPAC) designed to raise capital to acquire a target business. This activity aligns with Alternative Asset Managers as it involves managing a pooled fund of capital for the purpose of a private equity-style acquisition.
TLNC
Talon Capital
$348.62Mn
10.26
+0.10%
+1.58%
Talon Capital is a blank check company (SPAC) whose sole purpose is to identify and acquire a target business using pooled capital from public and private investors. This activity matches the profile of an alternative asset manager focusing on private equity-style acquisitions and the management of a pooled investment vehicle.
CBNA
2nd
Chain Bridge Bancorp
$347.32Mn
52.93
+0.78%
+74.92%
The company offers wealth management and investment advisory services, generating revenue through wealth management fees.
CFFI
2nd
C & F Financial
$344.62Mn
106.00
+0.17%
+50.72%
The company offers wealth management services via C&F Wealth Management, earning income from managing investment portfolios for its clients.
KCAC-UN
Kensington Capital Acquisition Corp. VI
$344.01Mn
10.47
+0.67%
—
Kensington Capital Acquisition Corp. VI is a Special Purpose Acquisition Company (SPAC) designed to raise capital via an IPO to acquire a private business. This activity aligns with the management of pooled alternative investment capital for the purpose of a business combination, which is a core function of alternative asset managers.
PTOR
Praetorian Acquisition
$338.55Mn
9.98
+0.20%
—
Praetorian Acquisition Corp. is a Special Purpose Acquisition Company (SPAC) formed to raise capital via an IPO to acquire an existing operating company. This activity of pooling capital to invest in a private business combination aligns with the alternative asset management model of managing pooled capital for a non-public strategy.
BLUW
Blue Water Acquisition Corp. III
$337.30Mn
10.44
+0.05%
+3.78%
Blue Water Acquisition Corp. III is a blank check company (SPAC) designed to identify and execute a business combination with private companies. This activity of pooling capital to acquire and manage an investment in a non-public strategy aligns with the Alternative Asset Managers category, as it functions as a vehicle for private equity-style acquisition.
DMAA
Drugs Made In America Acquisition
$336.16Mn
10.91
+0.09%
+5.72%
The company is a blank check company (SPAC) whose sole purpose is to raise capital to effect a merger or asset acquisition. This activity of pooling capital to acquire and invest in private businesses aligns most closely with the strategies of alternative asset managers and private equity firms described in F-11.
NMP
NMP Acquisition
$333.79Mn
10.45
+0.00%
+4.08%
NMP Acquisition is a special purpose acquisition company (SPAC) that pools capital from investors to fund a future acquisition of a private business. This activity of managing pooled capital for the purpose of acquiring private companies aligns with the alternative asset management model of private equity.
FCBM
2nd
First Carolina Financial Services
$333.10Mn
13.43
+0.22%
—
Through First Carolina Wealth, the company provides a full suite of wealth management, trusts, and financial planning solutions to clients.
BEAG
Bold Eagle Acquisition
$332.28Mn
10.61
+0.00%
+0.00%
Bold Eagle Acquisition Corp is a special purpose acquisition company (SPAC) that raises capital to acquire an unspecified operating business. This activity of managing pooled capital for the purpose of a private equity-style acquisition of a business fits the profile of an alternative asset manager.
FERA
Fifth Era Acquisition Corp I
$331.74Mn
10.61
+0.00%
+1.82%
Fifth Era Acquisition Corp I is a SPAC, which functions as a pooled investment vehicle designed to acquire a private business. Its core activity is managing capital from public and private investors to execute a business combination, matching the profile of an alternative asset manager focusing on private equity-style acquisitions.
SZZL
Sizzle Acquisition
$329.55Mn
10.54
+0.00%
+3.64%
Sizzle Acquisition Corp. II is a special purpose acquisition company (SPAC) that functions as a pooled investment vehicle designed to identify and acquire a target business. Its revenue model and operational structure match that of an alternative asset manager/private equity vehicle, as it raises capital from public and private investors to execute a business combination.
OBA
Oxley Bridge Acquisition
$328.90Mn
10.40
+0.10%
+3.48%
Oxley Bridge Acquisition is a Special Purpose Acquisition Company (SPAC) that manages pooled capital raised via an IPO to invest in private companies. Its core activity is identifying and acquiring a target business in the consumer and technology sectors, which aligns with the alternative asset management model of deploying capital into non-public strategies.
CRAQ
Cal Redwood Acquisition
$327.98Mn
10.47
+0.19%
+3.56%
Cal Redwood Acquisition Corp is a SPAC (blank check company) whose sole purpose is to identify and acquire a target business using pooled capital. This activity aligns with alternative asset management as it involves managing a pool of capital for the purpose of a private equity-style acquisition.
KOYN
First Digital Acquisition
$325.36Mn
10.31
+0.10%
+3.41%
The company is a Special Purpose Acquisition Company (SPAC) whose sole purpose is to identify, negotiate, and execute a business combination with a target company. This activity of pooling capital to acquire private businesses in the digital asset and financial infrastructure space aligns with the functions of alternative asset managers who manage pooled capital for institutional and high-net-worth investors.
PMTR
Perimeter Acquisition Corp. I
$323.36Mn
10.49
+0.10%
+2.34%
Perimeter Acquisition Corp. I is a special purpose acquisition company (SPAC) that manages pooled capital raised via an IPO to acquire a private business. Its core activity is the identification and acquisition of a target company using a private equity-style investment strategy, which aligns with the management of alternative investment capital.
TVA
Texas Ventures Acquisition III
$321.60Mn
10.72
+0.56%
-3.34%
Texas Ventures Acquisition III is a special purpose acquisition company (SPAC) that raises capital to identify and acquire a target business. This activity of managing pooled capital for the purpose of a private equity-style acquisition of a business fits the profile of an alternative asset manager.
LAFA
LaFayette Acquisition
$320.87Mn
10.21
+0.00%
—
LaFayette Acquisition Corp. is a special purpose acquisition company (SPAC) designed to pool capital from investors to acquire a private business. This activity of managing pooled capital for the purpose of a private equity-style acquisition aligns with the Alternative Asset Managers category.
RNGT
Range Capital Acquisition
$320.16Mn
10.22
+0.10%
—
Range Capital Acquisition Corp II is a blank check company (SPAC) formed specifically to identify and acquire a target business through a merger or asset acquisition. This activity aligns with the management of pooled capital for a non-public strategy, similar to the function of private equity or venture capital managers who seek to acquire and hold private companies.
RAC
Rithm Acquisition
$318.74Mn
10.60
-0.28%
+2.02%
Rithm Acquisition Corp is a special purpose acquisition company (SPAC) that functions as a pooled investment vehicle seeking to acquire businesses in financial services, real estate, and digital infrastructure. It leverages the expertise of its sponsor's global asset management platform to identify and execute a business combination, which is a core activity of alternative asset managers.
FRAF
2nd
Franklin Financial Services
$313.65Mn
69.69
-0.13%
+42.78%
The company provides wealth management services to individuals and businesses, generating noninterest income specifically from wealth management fees.
CAQ
Cambridge Acquisition
$313.18Mn
10.05
+0.00%
—
Cambridge Acquisition Corp is a Special Purpose Acquisition Company (SPAC) designed to identify and merge with private operating businesses to take them public. This activity of pooling capital to acquire and manage an investment in a private company aligns with the alternative asset management model of private equity and buyout strategies.
LPBB
Launch Two Acquisition
$311.36Mn
10.83
+0.09%
+3.34%
Launch Two Acquisition Corp. is a Special Purpose Acquisition Company (SPAC) designed to raise capital to identify and acquire a target business. This activity of managing pooled capital for the purpose of a private equity-style acquisition of a business aligns with the Alternative Asset Managers category.
GUAC
Berto Acquisition
$311.32Mn
9.88
+0.00%
—
Berto Acquisition Corp. II is a special purpose acquisition company (SPAC) whose core activity is raising capital to acquire a private operating business. This aligns with the Alternative Asset Managers category as it manages a pooled fund of capital for the purpose of a non-public acquisition strategy.
MTAL
Metals Acquisition
$311.27Mn
10.15
+0.50%
—
Metals Acquisition Corp. II is a special purpose acquisition company (SPAC) designed to raise capital via an IPO to acquire an operating business. This activity of pooling capital for the purpose of a private equity-style acquisition of a target company aligns with the Alternative Asset Managers category, as it manages a pool of capital for a specific investment strategy.
ITHA
ITHAX Acquisition Corp III
$310.35Mn
10.12
+0.30%
—
ITHAX Acquisition Corp III is a special purpose acquisition company (SPAC) that functions as a vehicle for acquiring and managing capital in private businesses. Its core activity is the identification and acquisition of private companies with enterprise values exceeding $500 million, which aligns with the activities of alternative asset managers and private equity structures.
VHCP
Vine Hill Capital Investment
$309.43Mn
10.09
-0.30%
—
Vine Hill Capital Investment Corp. II is a blank check company (SPAC) designed to effect a business combination, which is a form of private equity/leveraged buyout strategy. The company competes directly with private equity groups and leveraged buyout funds to acquire and manage capital in non-public strategies.
IGAC
Invest Green Acquisition
$309.17Mn
10.14
+0.10%
—
Invest Green Acquisition is a SPAC, which functions as a pooled investment vehicle designed to acquire a private business. It manages capital raised from public shareholders and a sponsor to execute a business combination, matching the profile of an alternative asset manager focusing on private equity-style acquisitions.
SVIV
Spring Valley Acquisition Corp. IV
$309.12Mn
10.08
-0.20%
—
Spring Valley Acquisition Corp. IV is a Special Purpose Acquisition Company (SPAC) that raises capital through an IPO to acquire a target business. This activity of pooling capital to invest in a non-public company via a business combination aligns with the alternative asset management model of private equity and venture capital strategies.
CCFN
2nd
Muncy Columbia Financial
$308.70Mn
29.08
-0.41%
+66.17%
The company generates noninterest income through trust department services and wealth management services provided to its clients.
MYFW
2nd
First Western Financial
$307.14Mn
31.43
-0.16%
+34.43%
The company manages $7.28 billion of trust and investment management assets and generates significant non-interest income from investment management and trust services for high net worth individuals and families.
FCCO
2nd
First Community
$307.11Mn
32.67
-0.15%
+17.73%
The bank provides investment advisory services and earns brokerage commissions through its affiliation with LPL Financial, managing investment needs for its customers.
JENA
Jena Acquisition
$303.08Mn
10.46
+0.00%
+2.55%
Jena Acquisition Corp II is a Special Purpose Acquisition Company (SPAC) whose sole purpose is to identify, evaluate, and execute a business combination with a private operating company. This activity of managing pooled capital for the purpose of acquiring private businesses aligns with the activities of alternative asset managers who focus on private equity and buyout strategies.
ISBA
2nd
Isabella Bank
$302.93Mn
39.58
-0.05%
-5.31%
The company provides full service investment management and trust services, which generate noninterest income by managing assets for clients.
THEO
BOA Acquisition
$302.56Mn
9.95
+0.10%
—
BOA Acquisition Corp. II is a blank check company (SPAC) whose sole purpose is to identify and execute a business combination through direct investments in real estate and infrastructure assets. This activity of pooling capital to acquire and manage illiquid, non-public assets for investors aligns with the model of an alternative asset manager.
EFTY
Etoiles Capital
$302.05Mn
15.02
+0.00%
+0.00%
Etoiles Capital provides tailored financial advisory and investor relations services, including investor engagement and corporate image promotion for firms listed on stock exchanges. Its revenue is derived from project-based and recurring fees for coordinating shareholder meetings, managing roadshows, and preparing corporate presentation materials.
FUNC
2nd
First United
$301.89Mn
46.76
+0.78%
+28.64%
The company has a dedicated Wealth Management segment that manages investment agency accounts and provides investment advisory services for personal and institutional clients.
ATLO
2nd
Ames National
$299.91Mn
33.86
-0.97%
+58.82%
The company explicitly lists fees from wealth management services as a contributor to its income, indicating a material asset management business line for its clients.
GPAC
General Purpose Acquisition
$297.92Mn
10.13
+0.10%
—
General Purpose Acquisition Corp is a blank check company (SPAC) whose core activity is the search for and execution of a business combination using pooled capital. This aligns with the Alternative Asset Managers category as it manages capital for the purpose of acquiring private businesses in specialized sectors like maritime and digital infrastructure.
ANVI
Anvi Global Holdings
$295.08Mn
2.46
+0.00%
+0.00%
Anvi Global Holdings operates as an investment vehicle targeting acquisitions in private businesses across various sectors like mining and infrastructure. Its revenue model is based on capital appreciation and profit-sharing from these alternative, non-public strategic investments.
BACC
Blue Acquisition
$292.76Mn
10.47
-0.19%
+3.46%
Blue Acquisition Corp is a Special Purpose Acquisition Company (SPAC) that raises capital from investors to identify and acquire a private company. This activity of managing pooled capital for the purpose of a private equity-style buyout and taking a company public aligns with the alternative asset management model of investing in non-public strategies.
VABK
2nd
Virginia National Bankshares
$292.32Mn
53.89
-0.20%
+33.56%
The company provides trust and estate administration through VNB Trust and Estate Services, which generates fee revenue by managing assets for clients.
FGII
FG Imperii Acquisition
$292.00Mn
10.09
+0.00%
—
The company is a Special Purpose Acquisition Company (SPAC) designed to acquire a business, which aligns with the activity of alternative asset managers who seek strategic acquisitions. It competes directly with private equity groups and leveraged buyout funds to identify and acquire target companies.
ADAC
American Drive Acquisition
$290.38Mn
10.10
+0.00%
—
American Drive Acquisition is a blank check company (SPAC) that functions as a pooled investment vehicle designed to acquire a private target business. Its operational model mirrors that of an alternative asset manager, as it raises capital from investors to identify, evaluate, and execute a business combination, competing directly with private equity funds.
SBXDF
SilverBox Corp IV
$290.16Mn
10.48
+0.00%
-0.76%
SilverBox Corp IV is a special purpose acquisition company (SPAC) that functions as a pooled investment vehicle to acquire and manage a business combination. Its core activity is the sourcing, structuring, and execution of a business combination, which aligns with the activities of alternative asset managers focusing on private equity and buyout strategies.
CCCTU
Columbus Circle Capital Corp III
$289.21Mn
10.01
+0.00%
—
Columbus Circle Capital Corp III is a special purpose acquisition company (SPAC) that manages pooled capital for the purpose of acquiring a business. Its core activity is identifying and evaluating target businesses in high-growth sectors like AI and cryptocurrency to create value for its shareholders, which aligns with the management of alternative investment capital.
JWSMF
Jaws Mustang Acquisition
$288.91Mn
11.29
+0.00%
+7.52%
Jaws Mustang Acquisition is a blank check company (SPAC) whose sole purpose is to identify and acquire a target business using pooled capital from its IPO and private placements. This activity of managing pooled capital for the purpose of a business combination aligns with the alternative asset management model of deploying capital into non-public strategies.
SHOT
RMG ML Sports Holdings
$288.44Mn
9.92
+0.00%
—
RMG ML Sports Holdings is a Special Purpose Acquisition Company (SPAC) designed to identify and acquire private businesses to take public. This activity of managing pooled capital for the purpose of acquiring private equity interests aligns with the Alternative Asset Managers category.
UCFI
CN Healthy Food Tech
$287.81Mn
5.51
+0.00%
+0.00%
The company is a Special Purpose Acquisition Company (SPAC), which functions as a pooled investment vehicle designed to acquire a private business. Its core activity is managing capital from an IPO and private placements to execute a business combination, matching the profile of an alternative asset manager focused on private equity-style acquisitions.
HWBK
2nd
Hawthorn Bancshares
$286.76Mn
39.20
-0.51%
+23.31%
The company has a dedicated Wealth Management segment that provides investment and asset management services, earning fees for managing portfolios on behalf of clients.
PAII
Pyrophyte Acquisition
$283.03Mn
10.38
+0.00%
+2.98%
Pyrophyte Acquisition Corp. II is a blank check company (SPAC) whose sole purpose is to identify and execute a business combination, which is functionally equivalent to the activity of alternative asset managers like private equity or buyout funds. The profile explicitly lists private equity groups and leveraged buyout funds as its direct competitors in pursuing acquisition opportunities.
XCBE
X3 Acquisition
$282.09Mn
10.03
+0.00%
—
X3 Acquisition is a special purpose acquisition company (SPAC) that functions as a pooled investment vehicle designed to acquire a business. Its core activity is managing capital raised from investors to identify and execute a business combination, which aligns with the alternative asset management model of managing pooled capital for institutional and high-net-worth investors.
LCNB
2nd
Lcnb
$280.39Mn
19.66
+0.41%
+26.27%
The company has a dedicated Wealth Management segment that provides fiduciary and trust services, earning fees based on the market value of assets under management.
CMTV
2nd
Community Bancorp
$278.02Mn
49.61
+1.35%
+112.10%
The company provides trust and wealth management services through an affiliated non-depository trust company, generating revenue from wealth management and trust advisory fees.
SCPQ
Social Commerce Partners
$275.31Mn
10.06
-0.10%
—
Social Commerce Partners is a special purpose acquisition company (SPAC) whose sole purpose is to identify and acquire a business using pooled capital. This activity matches the profile of an alternative asset manager managing a pooled vehicle for the purpose of a private equity-style acquisition.
WPAC
White Pearl Acquisition
$275.20Mn
10.13
+0.00%
—
White Pearl Acquisition Corp. is a SPAC (blank check company) whose core activity is raising capital to identify, evaluate, and acquire a private business. This aligns with the Alternative Asset Managers category as it manages a pooled fund of capital for the purpose of a private equity-style acquisition.
MUZE
Muzero Acquisition
$273.75Mn
10.02
+0.00%
—
Muzero Acquisition Corp is a Special Purpose Acquisition Company (SPAC) that manages pooled capital from an IPO and Private Placement to acquire a business. Its core activity is identifying, evaluating, and executing a business combination, which aligns with the alternative asset management model of deploying capital into private equity-style acquisitions.
NHIV
NewHold Investment Corp IV
$273.10Mn
9.94
+0.00%
—
NewHold Investment Corp IV is a special purpose acquisition company (SPAC) whose sole purpose is to identify and execute a business combination using pooled capital from an IPO and private placements. This activity of managing pooled capital for the purpose of acquiring private businesses aligns with the alternative asset management model of seeking non-public investment opportunities.
FXNC
2nd
First National
$271.92Mn
30.02
-0.83%
+24.56%
The company provides wealth management services, including investment management of assets and trustee services, which generate fee income.
ETSS
Energy Transition Special Opportunities
$271.71Mn
9.91
+0.00%
—
The company is a Special Purpose Acquisition Company (SPAC), which functions as a pooled investment vehicle designed to acquire a private business. Its current financial activity is limited to managing capital from its IPO and private placement warrants to identify and execute a business combination, which aligns with the structure of alternative asset management strategies.
WNEB
2nd
Western New England Bancorp
$269.70Mn
13.60
+0.59%
+15.25%
The company earns wealth management fees through a partnership with LPL Financial, providing advisory and brokerage products to retail and institutional clients.
CATL
Catalyst Acquisition
$266.27Mn
9.80
+0.01%
—
Catalyst Acquisition Corp. is a blank check company (SPAC) whose sole purpose is to identify and acquire a target business using pooled capital. This activity aligns with the management of alternative investment capital for the purpose of a business combination, which is the core function of a SPAC manager/vehicle.
FACT
FACT II Acquisition
$262.43Mn
10.79
-0.09%
+4.45%
FACT II Acquisition Corp is a Special Purpose Acquisition Company (SPAC), which functions as a pooled investment vehicle designed to acquire a private business. Its core activity is managing capital raised via IPO and private placements to identify and execute a business combination, which aligns with the alternative asset management model of deploying capital into non-public strategies.
ENHA
Enhanced
$261.80Mn
6.61
-8.19%
—
The company is a Special Purpose Acquisition Company (SPAC) whose core activity is sourcing, evaluating, and executing a business combination with a target company. Its management team is specifically tasked with identifying investment opportunities and negotiating deals, which aligns with the activities of alternative asset managers focusing on private equity-style acquisitions.
VNME
Vendome Acquisition Corp I
$259.50Mn
10.38
+0.00%
+3.70%
Vendome Acquisition Corp I is a special purpose acquisition company (SPAC) designed to acquire and merge with other businesses. This activity of pooling capital to invest in and acquire private companies aligns with the alternative asset management model of private equity and venture capital strategies.
CUB
Lionheart Holdings
$256.47Mn
10.97
+0.09%
+3.39%
Lionheart Holdings is a Special Purpose Acquisition Company (SPAC) whose sole purpose is to identify, negotiate, and acquire private operating businesses using pooled capital. This activity of managing capital for the purpose of private equity-style acquisitions and business combinations aligns with the activities of alternative asset managers.
COPL
Copley Acquisition
$256.27Mn
10.80
+0.56%
+6.09%
Copley Acquisition Corp is a Special Purpose Acquisition Company (SPAC), which operates as a pooled investment vehicle designed to identify and acquire a private business. Its core activity is the management of capital for the purpose of a business combination, which aligns with the alternative asset management model of seeking illiquid, non-public strategies.
SCII
SC II Acquisition
$254.83Mn
10.23
-0.15%
—
SC II Acquisition Corp is a blank check company (SPAC) whose sole purpose is to identify, structure, and execute a business combination with a target entity. This activity of pooling capital to acquire private businesses is the core function of alternative asset managers and private equity-style vehicles.
FRME
2nd
First Merchants
$254.44Mn
40.90
-0.10%
+13.14%
Through its Private Wealth Advisors division, the company provides investment management and fiduciary services to high-net-worth individuals, earning investment management charges.
VOXR
Vox Royalty
$253.68Mn
4.58
-3.38%
+13.37%
Vox Royalty operates as an alternative asset manager by acquiring and managing a portfolio of mining royalties, which are illiquid, non-public financial interests. The company earns returns from these alternative assets through contractual royalty payments (NSR, GRR) from third-party mining operators like Zijin Mining Group and Northern Star Resources.
LPAA
Launch One Acquisition
$253.46Mn
11.02
+0.00%
+4.85%
Launch One Acquisition Corp is a SPAC, which functions as a pooled investment vehicle designed to acquire a target business. Its current activity is managing capital from public shareholders and private placements to execute a business combination, which aligns with the alternative asset management model of deploying capital into non-public strategies.
GPAT
GP-Act III Acquisition
$252.84Mn
11.07
+0.09%
+3.94%
GP-Act III Acquisition Corp is a special purpose acquisition company (SPAC) sponsored by GP-Act III Sponsor LLC, which is described as having a track record of identifying and executing transactions. Its core purpose is to manage pooled capital from an IPO to acquire a business, which aligns with the activity of alternative asset managers focusing on private equity and buyout strategies.
APUR
Aperture AC
$251.08Mn
10.07
+0.00%
—
Aperture AC is a Special Purpose Acquisition Company (SPAC) whose sole purpose is to identify, evaluate, and execute a business combination with a target company. This activity of pooling capital to acquire private businesses in the lower middle market is a form of alternative asset management focused on private equity-style acquisitions.
JACS
Jackson Acquisition
$249.78Mn
10.86
+0.00%
+4.32%
Jackson Acquisition Co II is a SPAC (blank check company) whose sole current activity is identifying and evaluating a target business for acquisition. This operational model of pooling capital to invest in a private business combination aligns with the activities of alternative asset managers who manage pooled capital for investment in non-public strategies.
EFSI
2nd
Eagle Financial Services
$249.06Mn
46.01
+0.02%
+27.81%
The Bank of Clarke Wealth Management Division provides investment management and advisory services, earning fee-based income from managing portfolios and selling investment products like mutual funds.
ALTI
AlTi Global
$246.39Mn
1.58
-5.95%
-59.28%
AlTi Global provides discretionary investment management and non-discretionary investment advisory services to families, foundations, and institutions. Its primary revenue is generated through recurring management and advisory fees calculated as a percentage of assets under management or advisement.
GTERA
Globa Terra Acquisition
$246.05Mn
10.37
-1.24%
+3.18%
Globa Terra Acquisition Corp is a special purpose acquisition company (SPAC) that functions as a pooled investment vehicle to acquire a target business. It competes directly with private equity groups and leveraged buyout funds, and its management team leverages private equity experience to source and execute business combinations.
SSAC
SPACSphere Acquisition
$245.29Mn
10.20
+0.00%
—
SPACSphere Acquisition Corp is a blank check company (SPAC) designed to identify and acquire a target business through a merger or asset acquisition. This activity aligns with alternative asset management strategies, specifically those of private equity and leveraged buyout funds, as it manages pooled capital to invest in non-public companies.
VECA
Vernal Capital Acquisition
$243.44Mn
10.09
-0.49%
—
Vernal Capital Acquisition Corp. is a Special Purpose Acquisition Company (SPAC) whose sole purpose is to identify, evaluate, and execute a business combination with a target entity. This activity of pooling capital to acquire private businesses for the benefit of investors aligns with the alternative asset management model of private equity and venture capital strategies.
XFLH
XFLH Capital
$242.94Mn
10.17
+0.10%
—
XFLH Capital is a Special Purpose Acquisition Company (SPAC), which functions as a pooled investment vehicle designed to acquire a private business. Its core activity is managing capital raised via IPO to execute a business combination, which aligns with the management of illiquid, non-public strategies described in Alternative Asset Managers.
DAAQ
Digital Asset Acquisition
$242.42Mn
10.54
+0.19%
+2.73%
Digital Asset Acquisition Corp. is a special purpose acquisition company (SPAC) designed to raise capital to acquire a target business, which aligns with the activity of alternative asset managers and private equity structures. The profile explicitly states it competes with private equity firms and other SPACs to identify and acquire a target company using its trust account of approximately $177.95 million.
SAC
Safeguard Acquisition
$240.55Mn
10.15
+0.00%
—
Safeguard Acquisition Corp is a Special Purpose Acquisition Company (SPAC), which functions as a pooled investment vehicle designed to acquire a private company. Its core activity is managing capital raised from investors to execute a business combination, similar to the structure of private equity or alternative asset management.
AEAQ
Activate Energy Acquisition
$239.29Mn
10.12
+0.00%
—
Activate Energy Acquisition Corp. is a Special Purpose Acquisition Company (SPAC), which functions as a pooled investment vehicle designed to acquire a target business. Its current activity is limited to managing capital raised from an IPO to identify and execute a business combination, which aligns with the structure of alternative asset management focused on private equity-style acquisitions.
AACP
Apogee Acquisition
$237.28Mn
10.11
-0.10%
—
Apogee Acquisition Corp is a blank check company (SPAC) whose sole purpose is to identify and acquire a target business using pooled capital from an IPO and private placements. This activity matches the profile of an alternative asset manager focusing on private equity-style acquisitions and the management of a pooled investment vehicle.
PEBK
2nd
Peoples Bancorp Of North Carolina
$237.08Mn
43.41
+0.14%
+40.58%
Through Peoples Investment Services, Inc., the company provides investment counseling and non-deposit investment products such as stocks, bonds, and mutual funds to individual investors.
DYOR
Insight Digital Partners
$234.37Mn
10.19
+0.10%
+2.31%
Insight Digital Partners II is a special purpose acquisition company (SPAC) that functions as a pooled investment vehicle seeking to acquire high-growth businesses in the digital economy. Its core activity is the management of capital for the purpose of executing a business combination, which aligns with the behavior of alternative asset managers focusing on private equity-style acquisitions.
BLRK
Bluerock Acquisition
$233.68Mn
10.16
+0.10%
—
Bluerock Acquisition is a Special Purpose Acquisition Company (SPAC) whose sole objective is to identify and complete a business combination with a target company. This activity of pooling capital to acquire a private business is a hallmark of alternative asset management and private equity strategies.
BIII
Black Spade Acquisition III
$233.45Mn
10.15
+0.10%
—
Black Spade Acquisition III is a special purpose acquisition company (SPAC) designed to identify and acquire a target business using pooled capital. This activity aligns with alternative asset management, specifically the private equity/buyout model of acquiring companies to realize gains for investors.
IRHO
Iron Horse Acquisition
$232.30Mn
10.10
+0.00%
—
Iron Horse Acquisition II Corp. is a special purpose acquisition company (SPAC) that manages a pooled fund of capital from an IPO to acquire a private business. Its core activity is the identification, evaluation, and structuring of a business combination, which aligns with the alternative asset management model of deploying capital into non-public strategies.
BRRKU
Bluerock Acquisition
$231.94Mn
9.95
+0.00%
—
Bluerock Acquisition Corp. II is a special purpose acquisition company (SPAC) sponsored by Bluerock, an institutional alternative asset manager. The company's core purpose is to identify and execute a business combination using the deal sourcing and scaling expertise of an alternative asset management firm.
SAAQ
Space Asset Acquisition
$231.15Mn
10.05
-0.50%
—
Space Asset Acquisition Corp. is a SPAC (blank check company) that raises capital from investors to acquire a private business, which is a form of managing pooled alternative investment capital. Its core activity is identifying a target company in the space economy to execute a business combination, matching the profile of an alternative asset manager focused on private equity-style acquisitions.
SVCC
Stellar V Capital Corp. (Cayman Islands)
$230.85Mn
10.68
-4.56%
+3.19%
Stellar V Capital Corp. is a Special Purpose Acquisition Company (SPAC) designed to identify and acquire a private business. This activity aligns with alternative asset management, specifically the private equity model of pooling capital to invest in non-public companies.
LTGR
Long Table Growth
$229.08Mn
9.96
+0.00%
—
Long Table Growth is a Special Purpose Acquisition Company (SPAC) designed to raise capital to acquire an existing operating company. This activity matches the profile of an alternative asset manager focusing on private equity-style acquisitions and the management of pooled capital for the purpose of a business combination.
GIX
GigCapital9
$225.91Mn
10.05
+0.10%
—
GigCapital9 is a special purpose acquisition company (SPAC) that manages pooled capital from its IPO to acquire a private business. Its core activity is identifying and executing a business combination, which aligns with the alternative asset management model of deploying capital into non-public strategies.
LWAC
LightWave Acquisition
$224.47Mn
10.41
-0.10%
+3.07%
LightWave Acquisition Corp is a special purpose acquisition company (SPAC) designed to identify and acquire a target business using pooled capital from investors. This activity of managing a pooled vehicle to execute a business combination for the benefit of investors aligns with the alternative asset management model of private equity and venture capital strategies.
CRAC
Crown Reserve Acquisition Corp. I
$222.09Mn
10.30
+0.19%
—
Crown Reserve Acquisition Corp. I is a special purpose acquisition company (SPAC) that raises capital to invest in and acquire private businesses. Its core activity is managing pooled capital from public and private investors to execute a business combination, which aligns with the alternative asset management model of deploying capital into non-public strategies.
TONT
Graf Global
$220.80Mn
11.09
+1.09%
+3.84%
Graf Global is a special purpose acquisition company (SPAC) that manages a trust account of over $243 million to acquire a target business. This activity of pooling capital for the purpose of making a private equity-style acquisition of a business fits the profile of an alternative asset manager focusing on non-public strategies.
GSHR
Gesher Acquisition
$217.84Mn
10.65
+0.00%
+3.80%
Gesher Acquisition Corp. II is a Special Purpose Acquisition Company (SPAC) that raises capital to acquire a target business, which is a form of private equity/alternative investment strategy. Its core activity is managing pooled capital from public shareholders and a sponsor to execute a business combination for the purpose of creating long-term value.
ETHW
Bitwise Ethereum ETF
$216.28Mn
13.90
-3.47%
-38.77%
The company is an ETF that manages a portfolio of ether on behalf of shareholders, charging a daily management fee as a percentage of the trust's net asset value. Its core activity is providing a pooled investment vehicle for investors to gain exposure to a specific asset.
CEPO
Cantor Equity Partners I
$216.00Mn
10.80
-0.09%
+4.05%
Cantor Equity Partners I is a Special Purpose Acquisition Company (SPAC), which is a pooled investment vehicle designed to acquire a private company. Its core activity is managing capital raised from investors to execute a business combination, which aligns with the alternative asset management model of managing pooled capital for institutional and high-net-worth investors.
EGHA
EGH Acquisition
$214.64Mn
10.47
-0.19%
+3.25%
EGH Acquisition Corp is a blank check company (SPAC) whose sole purpose is to identify and execute a business combination with a target entity. This activity of pooling capital from investors to acquire and manage a private business for the purpose of generating returns is the core function of an alternative asset manager/private equity structure.
PALO
Paloma Acquisition Corp I
$211.34Mn
10.02
+0.20%
—
Paloma Acquisition Corp I is a Special Purpose Acquisition Company (SPAC), which functions as a pooled investment vehicle designed to acquire a private business. Its core activity is managing capital raised via an IPO to execute a business combination, which aligns with the alternative asset management model of deploying capital into non-public strategies.
TRGS
TRG Latin America Acquisitions
$208.57Mn
10.00
+0.00%
—
TRG Latin America Acquisitions Corp is a SPAC (blank check company) whose sole purpose is to identify and acquire a private business to take it public. This activity of managing pooled capital for the purpose of a private equity-style acquisition and investment aligns with the Alternative Asset Managers category.
RBKB
2nd
Rhinebeck Bancorp
$204.05Mn
13.05
-0.23%
+86.16%
The company operates a dedicated Rhinebeck Asset Management division that provides investment advisory services and earns fees for wealth management activities.
IPVV
InterPrivate Investment Partners V
$203.96Mn
9.87
+0.20%
—
The company is a Special Purpose Acquisition Company (SPAC) whose core purpose is to raise capital to identify, evaluate, and execute a business combination with a target entity. This activity of managing pooled capital for the purpose of acquiring private or public businesses aligns with the alternative asset management model of private equity and buyout strategies.
PGAC
Pantages Capital Acquisition
$202.89Mn
10.83
+0.00%
+4.84%
Pantages Capital Acquisition is a special purpose acquisition company (SPAC) whose sole activity is identifying and evaluating potential acquisition targets for a business combination. This aligns with the Alternative Asset Managers category, as it manages pooled capital from public shareholders and sponsors to execute a private equity-style acquisition strategy.
CSTAF
Constellation Acquisition Corp I
$202.88Mn
13.05
+0.00%
+13.28%
Constellation Acquisition Corp I is a blank check company (SPAC) whose sole purpose is to identify and acquire a target business using pooled capital from an IPO and private placements. This activity of managing pooled capital for the purpose of a private equity-style acquisition of a business fits the profile of an alternative asset manager.
LFAC
Leapfrog Acquisition
$198.36Mn
10.10
+0.00%
—
Leapfrog Acquisition Corp is a special purpose acquisition company (SPAC) that manages pooled capital from public shareholders and sponsors to acquire businesses in the energy and infrastructure sectors. Its core activity is identifying, sourcing, and structuring investments in non-public companies to create value for its investors, which aligns with the activities of alternative asset managers.
PLMK
Plum Acquisition Corp. IV
$196.76Mn
10.64
-0.09%
+2.11%
Plum Acquisition Corp IV is a special purpose acquisition company (SPAC) whose sole purpose is to identify and acquire a private business through a merger or asset acquisition. This activity of managing pooled capital to invest in non-public strategies aligns with the description of alternative asset managers.
MACI
Melar Acquisition Corp. I
$196.31Mn
10.00
+13.64%
-5.30%
Melar Acquisition Corp. I is a special purpose acquisition company (SPAC) which functions as a pooled investment vehicle designed to identify and acquire a target company. Its business model is consistent with alternative asset management, as it manages capital from public shareholders to execute a business combination, competing directly with private equity firms.
MRBK
2nd
Meridian
$193.62Mn
16.22
-1.76%
+11.02%
Through its subsidiary Meridian Wealth, the company provides personalized financial planning, retirement planning, and investment advisory services to high net worth individuals and professionals.
SIMAU
SIM Acquisition Corp. I
$192.72Mn
11.11
+0.00%
+2.87%
SIM Acquisition Corp. I is a Special Purpose Acquisition Company (SPAC), which functions as a pooled investment vehicle designed to acquire a private company. Its core activity is managing capital raised via IPO and private placements to execute a business combination, aligning with the management of alternative investment capital for institutional and high-net-worth investors.
QSEA
Quartzsea Acquisition
$191.46Mn
10.77
+0.28%
+5.69%
Quartzsea Acquisition Corp is a special purpose acquisition company (SPAC) whose sole activity is identifying and evaluating target businesses for a merger or acquisition. This aligns with the activity of alternative asset managers who manage pooled capital to invest in private companies, as the company's purpose is to deploy IPO proceeds into a private target.
ATEK
Athena Technology Acquisition
$189.81Mn
9.50
+0.00%
+5.32%
Athena Technology Acquisition Corp. II is a special purpose acquisition company (SPAC) that functions as a pooled investment vehicle to acquire a target business. Its core activity is managing capital raised from investors to execute a business combination, which aligns with the behavior of alternative asset managers focusing on private equity-style acquisitions.
FNWD
2nd
Finward Bancorp
$189.74Mn
43.81
+0.34%
+23.90%
The company has a wealth management division that provides personalized services including estate planning, retirement accounts, and trust services to individuals.
SBFG
2nd
Sb Financial
$185.88Mn
29.76
+1.88%
+39.26%
The Trust and Wealth Management segment provides asset management services for individuals and corporate employee benefit plans, earning revenue through wealth management and trust administration fees.
HDSN
2nd
Hudson Technologies
$185.19Mn
4.40
-0.68%
-35.86%
The company generates revenue from the monetization of carbon offset projects and the development of verified emission reduction projects linked to the destruction of CFCs, which constitutes the management of real-asset environmental credits.
AMBR
2nd
Amber International Holding
$184.78Mn
1.96
+12.00%
+28.10%
The company manages investment portfolios through 'standard earn', 'structured products', and 'strategic funds' for institutional clients and high-net-worth individuals, earning shared investment gains.
ENBP
2nd
ENB Financial
$182.16Mn
31.83
+0.13%
+44.35%
The company operates the ENB Wealth Solutions division, which provides trust and investment advisory services to individuals and businesses.
SOCA
Solarius Capital Acquisition
$179.75Mn
10.42
+0.19%
+2.76%
Solarius Capital Acquisition Corp. is a special purpose acquisition company (SPAC) whose sole purpose is to identify, negotiate, and complete a business combination with an operating business. This activity of managing pooled capital for the purpose of acquiring private companies aligns with the alternative asset management model of private equity and venture capital strategies.
PAAC
Proem Acquisition Corp. I
$178.83Mn
10.09
+0.70%
—
Proem Acquisition Corp I is a Special Purpose Acquisition Company (SPAC), which functions as a pooled investment vehicle designed to acquire a private company. Its current activity is limited to search and organizational activities funded by IPO proceeds, and it is sponsored by Proem Asset Management, a long/short technology fund manager.
CHEC
Chenghe Acquisition III
$175.41Mn
10.40
+0.78%
+4.42%
Chenghe Acquisition III is a special purpose acquisition company (SPAC) that manages pooled capital from IPO investors to acquire a business. This activity matches the profile of an alternative asset manager managing a pooled investment vehicle for institutional and high-net-worth investors.
PONO
Pono Capital Four
$174.69Mn
10.07
+0.20%
—
Pono Capital Four is a Special Purpose Acquisition Company (SPAC) whose core activity is identifying, evaluating, and executing a business combination with a target company. This aligns with the management of pooled capital for a non-public strategy (acquisition) to deliver value to institutional and public investors.
SUMA
SUMA Acquisition
$172.33Mn
9.99
+0.10%
—
SUMA Acquisition Corp is a Special Purpose Acquisition Company (SPAC), which functions as a pooled investment vehicle designed to acquire a private company. Its core activity is managing capital from public and private investors to execute a business combination, which aligns with the alternative asset management model of deploying capital into non-public strategies.
