Xcout IntelU.S. Global Investors, Inc. competitors & alternatives
The 12 closest competitors and alternatives to U.S. Global Investors, Inc. among asset management companies — ranked by similarity to what U.S. Global Investors, Inc. actually does, not by market-cap band.
Subscribe to see U.S. Global Investors, Inc.’s full profile → the full roster, investors in every round, weekly hiring history and every corporate event
About U.S. Global Investors, Inc.
U.S. Global Investors, Inc. functions as a publicly traded asset management firm, primarily offering its expertise to investment companies and various pooled investment vehicles. This company provides comprehensive management for a range of financial products, including equity and fixed-income mutual funds, hedge funds, and exchange-traded funds (ETFs). The firm strategically allocates capital across public equity and fixed-income markets worldwide. For its stock investments, the approach emphasizes Growth At a Reasonable Price (GARP) and value-oriented equities. To inform these investment decisions, U.S. Global Investors employs a rigorous methodology, integrating fundamental and quantitative analysis with both top-down and bottom-up stock selection techniques. Established in 1968, the company maintains its headquarters in San Antonio, Texas.
U.S. Global Investors, Inc. at a glance
U.S. Global Investors, Inc. is an asset management company headquartered in San Antonio, United States. It is publicly listed (GROW) with a market capitalisation of $36M. Xcout tracks 12 named people at U.S. Global Investors, Inc., including Frank Edward Holmes (Chief Executive Officer, Chief Investment Officer & Director).
U.S. Global Investors, Inc. leadership
- Frank Edward HolmesChief Executive Officer, Chief Investment Officer & Director
- Frank E HolmesCEO and Chief Investment Officer
- Lisa Christine CallicotteChief Financial Officer
- Lisa CallicotteChief Financial Officer
- Monica BlancoChief Compliance Officer
- Melissa DenmanDirector of Human Resources
6 more named people on record for U.S. Global Investors, Inc., with roles, board committees and tenure — see the full roster →
Top 12 U.S. Global Investors, Inc. competitors
Ranked by semantic similarity — how close each company is to U.S. Global Investors, Inc. by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
Similar asset management company
SEI Investments Company is a publicly traded enterprise primarily focused on asset management. Leveraging its network of subsidiaries, SEI delivers a comprehensive suite of financial offerings. These encompass wealth, retirement, and investment solutions, alongside specialized asset management, asset administration, and outsourced investment processing services, in addition to general financial services and investment advisory expertise. Its extensive client roster serves a diverse array of financial entities, including private banks, independent financial advisors, investment managers, wealth management organizations, hedge fund managers, and broker-dealers. Additionally, it caters to corporations, institutional investors, various retirement schemes (both defined-benefit and defined-contribution), endowments, foundations, and non-profit organizations. Through its various entities, SEI actively manages customized client portfolios and also establishes and oversees a diverse range of mutual funds, covering equity, fixed income, and balanced strategies. Furthermore, the company directly engages in investments across public equity and fixed income markets. Its investment decisions are informed by a blend of fundamental and quantitative analytical techniques, integrating both top-down macroeconomic perspectives and bottom-up individual security analysis. Established in 1968, SEI maintains its headquarters in Oaks, Pennsylvania.
Similar asset management company
Victory Capital Holdings, Inc. is an American financial services company headquartered in San Antonio, Texas. The company focuses on investment management.
Similar asset management company
T. Rowe Price Group, Inc. operates as a publicly traded entity specializing in investment management. The firm extends its financial expertise to a diverse range of clients, including individual investors, institutional organizations, retirement benefit plans, and financial intermediaries. It is responsible for the establishment and ongoing management of both equity and fixed income mutual funds. The company's investment activities encompass public stock and bond markets worldwide. Employing a bottom-up methodology, the firm integrates both fundamental and quantitative analysis, leveraging insights from both internal research capabilities and external sources for its investment decisions. A core tenet of its investment philosophy is socially responsible investing, with a significant emphasis on environmental, social, and governance (ESG) factors. Furthermore, T. Rowe Price engages in late-stage venture capital transactions, typically committing between $3 million and $5 million per investment. Historically, the firm was known as T. Rowe Group, Inc. and T. Rowe Price Associates, Inc. Established in 1937, its global headquarters are situated in Baltimore, Maryland. The firm maintains a substantial international presence, with additional offices in Colorado Springs, Colorado; Owings Mills, Maryland; San Francisco, California; New York, New York; Philadelphia, Pennsylvania; Tampa, Florida; Toronto, Ontario; Hellerup, Denmark; Amsterdam, The Netherlands; Luxembourg, Grand Duchy of Luxembourg; Zurich, Switzerland; Dubai, United Arab Emirates; London, United Kingdom; Sydney, New South Wales; Hong Kong; Tokyo, Japan; Singapore; Frankfurt, Germany; Madrid, Spain; Milan, Italy; Stockholm, Sweden; Melbourne, Australia; and Amsterdam, Netherlands.
Similar asset management company
Artisan Partners Asset Management Inc. (APAM) operates as a publicly traded investment management firm. It offers investment services to a diverse clientele, including various institutional investors like pension plans, endowments, foundations, charitable organizations, and government entities, as well as managing assets for private, mutual, and collective funds, both domestically and internationally. The firm specializes in creating and managing individualized equity and fixed income portfolios for its clients. Its investment approach spans public equity and fixed income markets worldwide. Within equities, Artisan Partners targets both growth and value opportunities across companies of all market capitalizations. For fixed income, the firm's strategy includes investments in non-investment grade corporate bonds and various secured and unsecured loans. A core tenet of its portfolio construction is the application of fundamental analysis. Established in 1994, Artisan Partners is headquartered in Milwaukee, Wisconsin, and maintains additional operational bases in Atlanta, Georgia; New York City; San Francisco, California; Leawood, Kansas; and London, United Kingdom.
Similar asset management company
Victory Capital Holdings, Inc. is an American financial services company headquartered in San Antonio, Texas that focuses on investment management. Outside the US, it also has investment professionals in London, Hong Kong and Singapore.
Similar asset management company
Operating as a publicly traded entity, Hennessy Advisors, Inc. is an investment management firm that provides its expertise to the Hennessy Funds and other investment companies. The firm is responsible for establishing and overseeing a diverse array of mutual funds, including those focused on equities, fixed income, and balanced strategies. Their investment scope extends across public equity and fixed income markets worldwide, with a primary emphasis on growth-oriented stocks. All investment decisions are underpinned by comprehensive, proprietary in-house research. Founded in 1989, Hennessy Advisors, Inc. maintains its headquarters in Novato, California, complemented by additional offices in Boston, Massachusetts, and Chapel Hill, North Carolina.
Similar asset management company
Bitwise Asset Management, Inc. is a cryptocurrency asset management company operating in the United States and globally, offering digital asset investment funds and services.
Similar asset management company
Baker Global Asset Management Inc. is a public asset management company based in the United States, traded under the ticker BAKR.
Similar asset management company
Value Partners Group Limited operates as a publicly traded asset management firm, dedicated to crafting customized investment portfolios for its clients. The company offers a wide spectrum of solutions, encompassing equity, fixed income, multi-asset, alternative strategies, and quantitative investment approaches. Its global investment mandate focuses on public equity and fixed income markets. Value Partners primarily provides asset management services to investment funds and managed accounts, employing a rigorous investment philosophy centered on fundamental analysis and bottom-up stock picking, all supported by extensive in-house research. Founded in 1993 and headquartered in Hong Kong, the firm maintains a significant international presence with additional offices in Beijing, Boston, Shanghai, Shenzhen, Kuala Lumpur, Singapore, and London.
Similar asset management company
Virtus Investment Partners, Inc., a publicly traded investment management firm, caters to both individual and institutional clients. The company develops tailored equity and fixed-income portfolios, alongside offering a diverse range of mutual funds encompassing equity, fixed-income, and balanced strategies, as well as exchange-traded funds. It strategically deploys capital across public equity, fixed-income, and real estate markets. Investment decisions are guided by a multi-manager framework, rigorous quantitative analysis, and proprietary in-house research. The performance of its portfolios is measured against the S&P 500 Index. Established in 1988, Virtus Investment Partners, Inc. maintains its corporate headquarters in Hartford, Connecticut.
Similar asset management company
Alger is a pioneer of growth-style investment management founded in 1964 and headquartered in New York City. The privately-owned firm utilizes a proprietary, bottom-up fundamental research process to manage equity portfolios for institutional and individual investors. It provides professional asset management services through its main office in Manhattan.
Similar asset management company
Sprott Inc. functions as a publicly listed holding company primarily engaged in asset management. Through its various subsidiary entities, it delivers a comprehensive spectrum of financial provisions to its client base, encompassing asset oversight, investment portfolio administration, wealth advisory, fund supervision, and both administrative and consultative assistance. Its offerings include a range of investment vehicles such as mutual funds, hedge funds, offshore funds, and individually managed accounts. Additionally, the firm conducts broker-dealer activities. Sprott Inc. was founded on February 13, 2008, and its headquarters are located in Toronto, Canada.
Analyze another company
Search any company we track to see its competitive set.
Or describe a company
Paste a short paragraph describing a company or product — we'll find the most similar companies we track, scored 1–100.
See the full profile of U.S. Global Investors, Inc. and its market
Funding, investors, tech stack, hiring signals, leadership and corporate events — for U.S. Global Investors, Inc.and every competitor above — in one live dashboard.
Subscribe to Xcout Intel →