Portfolio Management Industry

NAICS: 52392

Portfolio Management Market Share: Largest Companies in the Portfolio Management Industry

Company	Headquarters	Revenue ($ MM)
RUSSELL TOBIN & ASSOCIATES	New York, NY	100
R. W. SELBY	Los Angeles, CA	50
STEWARD PARTNERS GLOBAL ADVISORY	New York, NY	47
NORTHWEST RESTAURANT VENTURES	San Francisco, CA	28
T.K. INVESTMENT	Visalia, CA	24
CLEANCHOICE ENERGY SHARED SERVICES	Washington, DC	24
LEVEL FOUR GROUP	Dallas, TX	21
STELLAR GALLERY	Fresno, CA	20
TAMARACK RESORT TWO	Atlanta, GA	20
FORMULAFOLIO INVESTMENT	Grand Rapids, MI	17
CS FINANCIAL GROUP	Glen Allen, VA	17
RBABS INVESTMENTS 7	Los Angeles, CA	17
VERUS RESIDENTIAL LOANCO	Washington, DC	17
PISCATAQUA LANDSCAPE & TREE SERVICE	Eliot, ME	17
CYPRESS INN INVESTORS A CA	Carmel, CA	15
MARTINS REST HOME	Cynthiana, KY	15
FAME SKY INVESTMENTS US LIMITED	West Covina, CA	13
BRP HOLDINGS	Albany, OR	13
ONTARIO WEISER INVESTORS	Vancouver, WA	13

This is a list of the largest companies active in the Portfolio Management industry. This differs from market share in the following example: One business with revenues of $100 million generates 10% of its business from the Portfolio Management industry. A second firm, with revenues of $20 million, generates all of its business from this industry. In our list, we show the businesses having revenues of $100 million and $20 million, respectively. However, the market share would compare the $10 million in industry-specific revenue to the $20 million: the second company has twice the market share even though it is "smaller" in size.

Growth: Fastest Growing Portfolio Management Companies

A list of competitors in the Portfolio Management industry that are rapidly expanding. Businesses may grow organically or through acquisition. Typically, small or midsized companies are in "growth" mode and can expand more rapidly. However, large businesses may have the strategy and financial capabilities to scale rapidly. Businesses that employ a "roll-up" strategy make multiple acquisitions of smaller businesses to form a single large corporation that controls a greater market share than its competitors and benefits from economies of scale.

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Small Business Financing

Small businesses that have received financing may expand soon. Financing may be required for capital-intensive investments, such as real estate or equipment purchases. Portfolio Management businesses may use the financing to cover startup expenses or the costs of hiring new employees. Loans differ from equity investments in the level of risk that is expected: loans frequently have collateral either directly or implicitly through the business or the owners that ensure repayment. Equity investment has the possibility for much greater returns, but offers no guarantee the principle will be repaid. Convertible securities combine the two concepts, but is used by private-equity firms rather than main street startups.

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Venture Funding

These Portfolio Management companies are actively raising capital from venture capital firms, private equity, or other investors. Businesses with venture funding generally have higher growth prospects, either through bringing new concepts to market, using innovative business practices, or savvy management.

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