Company lists · Data refreshed September 2026

Top 25 Value stock investment firms worldwide

Name: Value stock investment firms worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 7,847 companies tracked

RevenueBase identified 7,847 value stock investment firms worldwide as of September 2026 and tracks 101,341 professional contacts across them, including 34,742 with verified work emails. The United States is the largest market and New York the largest hub.

This list covers value stock investment firms worldwide, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 29, 2026. Country and city lists for value stock investment firms follow the table.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 29, 2026 86% judged on-target in blind review

7,847Companies

101,341Contacts tracked

34,742Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest value stock investment firms worldwide

Ranked by team size

Top 25 of 7,847 value stock investment firms worldwide, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to value stock investment firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Citadel	Partial evidence	Miami, FL, United StatesHQ checked Sep 29, 2026	1,001-5,000	4,261 contacts →
	Partial evidence “Our ambition at Citadel is to be the most successful investment firm of all time.” Source: RevenueBase Database · checked Sep 29, 2026
2	Invesco US	Indirect evidence	Atlanta, GA, United StatesHQ checked Sep 29, 2026	5,001-10,000	3,114 contacts →
	Indirect evidence “Invesco is dedicated to helping investors around the world rethink possibility.” Source: RevenueBase Database · checked Sep 29, 2026
3	Janus Henderson Investors	Partial evidence	London, United KingdomHQ checked Sep 29, 2026	1,001-5,000	3,000 contacts →
	Partial evidence “At Janus Henderson, we are investors – we help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class…” Source: RevenueBase Database · checked Sep 29, 2026
4	Neuberger Berman	Partial evidence	New York, NY, United StatesHQ checked Sep 29, 2026	1,001-5,000	2,623 contacts →
	Partial evidence “Neuberger Berman is an employee-owned, private, independent investment manager founded in 1939 with 2,800 employees in 26 countries.” Source: RevenueBase Database · checked Sep 29, 2026
5	Vontobel	Partial evidence	Zürich, SwitzerlandHQ checked Sep 29, 2026	1,001-5,000	2,067 contacts →
	Partial evidence “Vontobel is an international investment management firm with Swiss roots, providing investment, advisory and solution capabilities to private and institutional clients.” Source: RevenueBase Database · checked Sep 29, 2026
6	Loomis, Sayles & Company	Partial evidence	Boston, MA, United StatesHQ checked Sep 29, 2026	501-1,000	1,010 contacts →
	Partial evidence “For a century, Loomis, Sayles & Company has built a legacy focused on fulfilling the investment needs of institutional and retail clients worldwide.” Source: RevenueBase Database · checked Sep 29, 2026
7	Mofid Securities	Strong evidence	Tehran, IranHQ checked Sep 29, 2026	1,001-5,000	878 contacts →
	Strong evidence “Mofid Securities is Iran’s largest full-service stock brokerage firm & leading private investment advisory which has been ranked first by the SEO since 2007.” Source: RevenueBase Database · checked Sep 29, 2026
8	Mastertrust	Indirect evidence	New Delhi, IndiaHQ checked Sep 29, 2026	501-1,000	831 contacts →
	Indirect evidence “mastertrust Group is one of the leading financial services company in India.” Source: RevenueBase Database · checked Sep 29, 2026
9	Emkay Global Financial Services LTD	Indirect evidence	Mumbai, IndiaHQ checked Sep 29, 2026	501-1,000	816 contacts →
	Indirect evidence “Connect and Converse with likeminded people, Contribute and share your thoughts.” Source: RevenueBase Database · checked Sep 29, 2026
10	GMO	Partial evidence	Boston, MA, United StatesHQ checked Sep 29, 2026	201-500	780 contacts →
	Partial evidence “For nearly 50 years, GMO has partnered with a broad range of sophisticated institutions, financial intermediaries, and families to provide the investment expertise they need to…” Source: RevenueBase Database · checked Sep 29, 2026
11	Craigs Investment Partners	Partial evidence	Tauranga, New ZealandHQ checked Sep 29, 2026	501-1,000	607 contacts →
	Partial evidence “We are one of New Zealand’s leading investment advisory firms.” Source: RevenueBase Database · checked Sep 29, 2026
12	Blue3 Investimentos	Indirect evidence	Ribeirão Preto, BrazilHQ checked Sep 29, 2026	501-1,000	591 contacts →
	Indirect evidence “Fundada em 2009 em Franca, interior de São Paulo, pelos empresários Wagner Vieira e Leone Cabral, a Blue3 Investimentos hoje agrega R$ 45 bilhões sob custódia, mais de 45 mil…” Source: RevenueBase Database · checked Sep 29, 2026
13	Dezerv	Partial evidence	Mumbai, IndiaHQ checked Sep 29, 2026	501-1,000	589 contacts →
	Partial evidence “Dezerv is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.” Source: RevenueBase Database · checked Sep 29, 2026
14	EP Wealth Advisors	Partial evidence	Torrance, CA, United StatesHQ checked Sep 29, 2026	501-1,000	573 contacts →
	Partial evidence “EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $49.1 billion in client assets under management (as of 6/30/26).” Source: RevenueBase Database · checked Sep 29, 2026
15	Bell Potter Securities	Indirect evidence	Melbourne, AustraliaHQ checked Sep 29, 2026	501-1,000	528 contacts →
	Indirect evidence “Bell Potter is one of Australia’s leading full service stockbroking and financial advisory firms.” Source: RevenueBase Database · checked Sep 29, 2026
16	Dodge & COX	Indirect evidence	United StatesHQ checked Sep 29, 2026	201-500	482 contacts →
	Indirect evidence “Our firm was founded in 1930 in the wake of the Roaring Twenties.” Source: RevenueBase Database · checked Sep 29, 2026
17	Davenport & Company LLC	Indirect evidence	Richmond, VA, United StatesHQ checked Sep 29, 2026	501-1,000	446 contacts →
	Indirect evidence “Established in 1863, Davenport & Company LLC is one of the oldest employee-owned, independent financial services firms in America.” Source: RevenueBase Database · checked Sep 29, 2026
18	Allaria	Indirect evidence	Caba, IndiaHQ checked Sep 29, 2026	201-500	445 contacts →
	Indirect evidence “Allaria es una compañía de servicios financieros que ofrece asesoramiento y administración de inversiones para particulares, empresas e instituciones.” Source: RevenueBase Database · checked Sep 29, 2026
19	7im	Partial evidence	London, United KingdomHQ checked Sep 29, 2026	201-500	403 contacts →
	Partial evidence “Seven Investment Management (7IM) is an investment management business that helps individuals, their families and advisers to manage their capital to meet their financial needs…” Source: RevenueBase Database · checked Sep 29, 2026
20	Abdullatif Alissa Group Holding CO	Indirect evidence	Al Yasmeen, Saudi ArabiaHQ checked Sep 29, 2026	1,001-5,000	349 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026
21	BDA	Partial evidence	新加坡, SingaporeHQ checked Sep 29, 2026	51-200	341 contacts →
	Partial evidence “BDA is an investment advisory firm founded in 1994, initially to serve Morgan Stanley and its clients then our own.” Source: RevenueBase Database · checked Sep 29, 2026
22	Dynamic	Partial evidence	Toronto, ON, CanadaHQ checked Sep 29, 2026	501-1,000	325 contacts →
	Partial evidence “Since Dynamic was first founded as an independent investment club in 1957, we have maintained a single-minded dedication to investment excellence that lets nothing stand in the…” Source: RevenueBase Database · checked Sep 29, 2026
23	Jennison Associates	Indirect evidence	New York, NY, United StatesHQ checked Sep 29, 2026	201-500	324 contacts →
	Indirect evidence “Jennison Associates was founded in 1969 on the principle that doing what’s best for clients will always be right for the business.” Source: RevenueBase Database · checked Sep 29, 2026
24	Whiteoak Capital	Indirect evidence	Mumbai, IndiaHQ checked Sep 29, 2026	201-500	323 contacts →
	Indirect evidence “WHO ARE WE?” Source: RevenueBase Database · checked Sep 29, 2026
25	Hartford Investment Management Co. Himco	Partial evidence	Hartford, CT, United StatesHQ checked Sep 29, 2026	201-500	312 contacts →
	Partial evidence “Hartford Investment Management Company (HIMCO) has been providing investment advice for over 40 years.” Source: RevenueBase Database · checked Sep 29, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: value stock investment firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names value stock investment firms.
Partial evidence: Its own public description names part of value stock investment firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name value stock investment firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 7,847 value stock investment firms worldwide

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 34,742 reachable decision-makers.

Free signup · no credit card

View the full list →

Value stock investment firms worldwide at a glance

As of Sep 29, 2026

34.3%Verified-email coverage

12.9Average contacts per company

1-10Median size (employees)

3.3%Largest-city concentration · New York

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

5,126

11-50

2,046

51-200

453

201-500

114

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency is reported on each country list linked below.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among value stock investment firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
Coverage: Every country. Country and city lists for value stock investment firms are linked below.
What qualifies: Companies worldwide whose own description of what they do matches “value stock investment firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names value stock investment firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among value stock investment firms, and records with no verified work email.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 34,742 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 29, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Value stock investment firms by location

48 lists · largest first

Every Value stock investment firms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.

Countries

Cities

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names value stock investment firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many value stock investment firms are there worldwide?

RevenueBase identified 7,847 value stock investment firms worldwide as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Citadel, headquartered in Miami, tops this list with the largest team on record.

Which country has the most value stock investment firms?

The United States leads with 3,172 companies, followed by India (689) and the United Kingdom (318). Every value stock investment firms list by country and city is linked on this page.

Which city has the most value stock investment firms?

New York leads with 256 headquartered companies, followed by London (210) and Mumbai (127).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 34,742 verified decision-maker contacts tracked across these 7,847 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 29, 2026.

Ready to reach these companies? Verified emails and direct dials for all 7,847 value stock investment firms worldwide. Start with a free account, no credit card.

Download this list →

Related lists

Browse the directory

About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.