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Best Asset Management Stocks to Buy Now (2022)
Top asset management stocks in 2022 ranked by overall Zen Score. See the best asset management stocks to buy now, according to analyst forecasts for the asset management industry.

Industry: Asset Management
Ticker
Company
Exchange
Industry
Zen Score
Market Cap
Price
1d %
EBITDA
P/E
D/E
AMK
ASSETMARK FINANCIAL HOLDINGS INC
NYSE
Asset Management
$1.42B$19.241.26%$143.21M19.63x0.35
HYW
HYWIN HOLDINGS LTD
NASDAQ
Asset Management
$181.44M$6.30-0.94%$49.82M5.04x1.12
JHG
JANUS HENDERSON GROUP PLC
NYSE
Asset Management
$3.47B$20.97-2.96%$694.30M7.08x0.38
HLNE
HAMILTON LANE INC
NASDAQ
Asset Management
$3.40B$63.86-1.63%$235.84M15.39x1.59
SEIC
SEI INVESTMENTS CO
NASDAQ
Asset Management
$6.84B$50.52-0.98%$839.59M11.97x0.16
HNNA
HENNESSY ADVISORS INC
NASDAQ
Asset Management
$65.84M$8.800.92%$10.89M9.67x0.66
GROW
U S GLOBAL INVESTORS INC
NASDAQ
Asset Management
$42.47M$3.040.33%$6.68M8.22x0.07
VINP
VINCI PARTNERS INVESTMENTS LTD
NASDAQ
Asset Management
$625.26M$10.990.00%$50.85M16.26x0.11
VRTS
VIRTUS INVESTMENT PARTNERS INC
NASDAQ
Asset Management
$1.20B$165.08-0.89%$373.11M7.90x3.33
VCTR
VICTORY CAPITAL HOLDINGS INC
NASDAQ
Asset Management
$1.77B$25.89-0.61%$435.55M6.01x1.47
SAMG
SILVERCREST ASSET MANAGEMENT GROUP INC
NASDAQ
Asset Management
$245.00M$16.88-1.46%$40.00M7.47x0.86
AMG
AFFILIATED MANAGERS GROUP INC
NYSE
Asset Management
$4.60B$120.42-0.34%$915.20M8.60x1.56
SSSS
SURO CAPITAL CORP
NASDAQ
Asset Management
$121.60M$4.01-1.47%$42.96M2.06x0.27
AMP
AMERIPRISE FINANCIAL INC
NYSE
Asset Management
$29.75B$275.03-0.45%$4.18B9.71x35.83
STT
STATE STREET CORP
NYSE
Asset Management
$23.51B$63.96-2.25%$4.12B8.73x10.65
BCOR
BLUCORA INC
NASDAQ
Asset Management
$995.99M$20.86-0.81%$108.11M43.46x1.82
AB
ALLIANCEBERNSTEIN HOLDING LP
NYSE
Asset Management
$3.46B$35.58-1.41%$399.72M9.56x0.00
NTRS
NORTHERN TRUST CORP
NASDAQ
Asset Management
$18.48B$88.66-1.94%$2.61B12.03x13.25
NEWT
NEWTEK BUSINESS SERVICES CORP
NASDAQ
Asset Management
$407.23M$16.72-2.62%$81.05M6.58x1.60
SII
SPROTT INC
NYSE
Asset Management
$889.24M$35.481.00%$42.10M33.79x0.31
CSWC
CAPITAL SOUTHWEST CORP
NASDAQ
Asset Management
$466.09M$16.93-1.68%$37.27M13.23x1.33
FDUS
FIDUS INVESTMENT CORP
NASDAQ
Asset Management
$431.81M$17.67-2.05%$117.30M4.40x0.88
GAIN
GLADSTONE INVESTMENT CORPORATION
NASDAQ
Asset Management
$404.77M$12.19-3.94%$81.77M6.03x0.66
JXN
JACKSON FINANCIAL INC
NYSE
Asset Management
$2.66B$31.290.19%$6.91B0.48x31.99
CG
CARLYLE GROUP INC
NASDAQ
Asset Management
$9.99B$27.64-2.44%$2.80B4.94x2.50
GCMG
GCM GROSVENOR INC
NASDAQ
Asset Management
$1.46B$7.85-1.88%$70.24M11.38x-31.37
CIXX
CI FINANCIAL CORP
NYSE
Asset Management
$1.83B$9.68-3.68%$717.84M5.27x4.34
BEN
FRANKLIN RESOURCES INC
NYSE
Asset Management
$11.44B$22.95-1.59%$2.56B6.79x1.20
TROW
PRICE T ROWE GROUP INC
NASDAQ
Asset Management
$25.03B$110.92-0.56%$3.31B10.61x0.23
FSK
FS KKR CAPITAL CORP
NYSE
Asset Management
$5.17B$18.25-1.14%$906.00M12.09x1.30
CNS
COHEN & STEERS INC
NYSE
Asset Management
$3.10B$63.68-1.44%$280.65M14.74x0.35
BAM
BROOKFIELD ASSET MANAGEMENT INC
NYSE
Asset Management
$69.08B$42.11-2.97%$21.49B17.77x6.07
SLRC
SLR INVESTMENT CORP
NASDAQ
Asset Management
$708.76M$12.94-1.82%$39.49M58.82x1.36
BK
BANK OF NEW YORK MELLON CORP
NYSE
Asset Management
$32.87B$40.68-1.64%$6.04B10.32x10.04
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC
NYSE
Asset Management
$2.21B$27.71-1.49%$387.31M6.79x4.08
BX
BLACKSTONE INC
NYSE
Asset Management
$64.28B$91.61-0.47%$5.72B16.69x2.35
PSEC
PROSPECT CAPITAL CORP
NASDAQ
Asset Management
$2.63B$6.66-1.48%$700.00M4.66x0.69
TRIN
TRINITY CAPITAL INC
NASDAQ
Asset Management
$397.91M$12.67-2.61%$91.42M5.05x1.38
WETF
WISDOMTREE INVESTMENTS INC
NASDAQ
Asset Management
$725.60M$4.950.41%$21.51M61.88x2.40
WHF
WHITEHORSE FINANCE INC
NASDAQ
Asset Management
$268.92M$11.570.00%$24.47M10.61x1.30
FHI
FEDERATED HERMES INC
NYSE
Asset Management
$2.94B$33.02-0.99%$368.69M12.23x0.96
TPVG
TRIPLEPOINT VENTURE GROWTH BDC CORP
NYSE
Asset Management
$353.31M$11.37-2.07%$64.12M8.01x1.28
PX
P10 INC
NYSE
Asset Management
$1.28B$10.88-0.91%$64.40M45.33x0.63
OFS
OFS CAPITAL CORP
NASDAQ
Asset Management
$112.68M$8.39-3.23%$46.12M3.80x1.90
HRZN
HORIZON TECHNOLOGY FINANCE CORP
NASDAQ
Asset Management
$260.93M$10.28-1.81%$40.68M8.57x1.30
BRDG
BRIDGE INVESTMENT GROUP HOLDINGS INC
NYSE
Asset Management
$1.77B$15.432.12%$304.02M8.97x4.08
FCRD
FIRST EAGLE ALTERNATIVE CAPITAL BDC INC
NASDAQ
Asset Management
$123.43M$4.13-1.79%-$15.65M10.31x1.43
SAR
SARATOGA INVESTMENT CORP
NYSE
Asset Management
$260.73M$21.91-0.18%$41.06M15.88x1.89
PTMN
PORTMAN RIDGE FINANCE CORP
NASDAQ
Asset Management
$192.43M$20.05-0.91%$16.74M111.36x1.50
ARES
ARES MANAGEMENT CORP
NYSE
Asset Management
$19.76B$67.22-1.44%$852.09M41.24x10.04
GLAD
GLADSTONE CAPITAL CORP
NASDAQ
Asset Management
$299.13M$8.72-1.91%$59.79M6.18x0.91
TSLX
SIXTH STREET SPECIALTY LENDING INC
NYSE
Asset Management
$1.39B$17.150.00%$168.14M10.27x1.08
BLK
BLACKROCK INC
NYSE
Asset Management
$86.18B$571.61-1.98%$8.24B14.87x2.36
MFIC
MIDCAP FINANCIAL INVESTMENT CORP
NASDAQ
Asset Management
$671.39M$10.57-1.31%$114.61M12.15x1.67
CCAP
CRESCENT CAPITAL BDC INC
NASDAQ
Asset Management
$435.51M$14.10-5.50%$46.26M9.34x1.07
MN
MANNING & NAPIER INC
NYSE
Asset Management
$238.10M$12.45-0.40%$27.60M13.39x0.71
ARCC
ARES CAPITAL CORP
NASDAQ
Asset Management
$8.84B$17.81-1.27%$1.47B8.02x1.34
CGBD
CARLYLE SECURED LENDING INC
NASDAQ
Asset Management
$614.47M$11.85-1.25%$147.41M5.59x1.21
TCPC
BLACKROCK TCP CAPITAL CORP
NASDAQ
Asset Management
$653.93M$11.32-1.22%$94.69M11.55x1.32
IVZ
INVESCO LTD
NYSE
Asset Management
$6.81B$14.97-1.84%$1.79B6.42x0.89
PZN
PZENA INVESTMENT MANAGEMENT INC
NYSE
Asset Management
$697.37M$9.460.00%$32.87M10.87x3.46
ATCO
ATLAS CORP
NYSE
Asset Management
$3.95B$14.050.00%$1.26B7.36x1.69
SWKH
SWK HOLDINGS CORP
NASDAQ
Asset Management
$230.40M$17.962.63%$19.69M18.14x0.05
BKCC
BLACKROCK CAPITAL INVESTMENT CORP
NASDAQ
Asset Management
$263.51M$3.600.28%$21.24M12.41x0.75
BXSL
BLACKSTONE SECURED LENDING FUND
NYSE
Asset Management
$3.85B$23.27-2.55%$580.44M9.09x1.38
STEP
STEPSTONE GROUP INC
NASDAQ
Asset Management
$2.91B$26.89-0.37%$195.37M9.78x2.70
DHIL
DIAMOND HILL INVESTMENT GROUP INC
NASDAQ
Asset Management
$508.15M$163.981.22%$78.25M9.12x0.34
GECC
GREAT ELM CAPITAL CORP
NASDAQ
Asset Management
$78.22M$10.291.18%-$23.66M-1.24x2.55
MGLD
MARYGOLD COMPANIES INC
NYSEMKT
Asset Management
$53.96M$1.370.74%$3.71M45.67x0.22
NOAH
NOAH HOLDINGS LTD
NYSE
Asset Management
$857.26M$14.25-2.40%N/AN/A0.24
MAIN
MAIN STREET CAPITAL CORP
NYSE
Asset Management
$2.50B$33.89-3.42%$360.75M9.21x1.05
KKR
KKR & CO INC
NYSE
Asset Management
$40.45B$47.04-0.53%$2.46B32.44x11.18
BUR
BURFORD CAPITAL LTD
NYSE
Asset Management
$1.75B$8.00-2.56%$47.79M0.26x1.17
OWL
BLUE OWL CAPITAL INC
NYSE
Asset Management
$41.64B$9.47-0.73%$166.49M-78.92x1.68
SFE
SAFEGUARD SCIENTIFICS INC
NYSE
Asset Management
$59.32M$3.62-1.90%$3.70M22.63x0.06
RAND
RAND CAPITAL CORP
NASDAQ
Asset Management
$37.61M$14.571.84%$1.38M38.34x0.06
BSIG
BRIGHTSPHERE INVESTMENT GROUP INC
NYSE
Asset Management
$728.41M$17.5810.84%$419.50M3.58x-7.74
NMFC
NEW MOUNTAIN FINANCE CORP
NASDAQ
Asset Management
$1.19B$11.80-1.26%$201.65M9.08x1.51
GEG
GREAT ELM GROUP INC
NASDAQ
Asset Management
$59.24M$2.000.00%-$298.00k-3.57x3.76
BCSF
BAIN CAPITAL SPECIALTY FINANCE INC
NYSE
Asset Management
$785.72M$12.17-1.70%$144.83M8.11x1.19
LGHL
LION GROUP HOLDING LTD
NASDAQ
Asset Management
$39.92M$1.010.00%$2.98M-3.74x1.70
SCM
STELLUS CAPITAL INVESTMENT CORP
NYSE
Asset Management
$241.20M$12.34-1.91%$50.68M8.12x2.16
PAX
PATRIA INVESTMENTS LTD
NASDAQ
Asset Management
$2.04B$13.870.00%$137.93MN/AN/A
EQS
EQUUS TOTAL RETURN INC
NYSE
Asset Management
$24.74M$1.8325.34%$2.48M10.17x0.12
PFLT
PENNANTPARK FLOATING RATE CAPITAL LTD
NYSE
Asset Management
$412.63M$9.98-1.87%$47.34M18.48x1.56
ICMB
INVESTCORP CREDIT MANAGEMENT BDC INC
NASDAQ
Asset Management
$61.86M$4.305.91%$9.49M23.89x1.64
GBDC
GOLUB CAPITAL BDC INC
NASDAQ
Asset Management
$2.17B$12.71-1.78%$296.72M9.93x1.23
PNNT
PENNANTPARK INVESTMENT CORP
NYSE
Asset Management
$366.32M$5.60-1.75%$61.84M10.57x1.27
AINC
ASHFORD INC
NYSEMKT
Asset Management
$51.47M$16.52-2.77%$62.19M-1.78x-1.19
OXSQ
OXFORD SQUARE CAPITAL CORP
NASDAQ
Asset Management
$153.26M$3.08-1.28%-$27.98M-3.85x1.17
PUYI
PUYI INC
NASDAQ
Asset Management
$452.59M$7.500.67%N/A-39.47x0.67
LRFC
LOGAN RIDGE FINANCE CORP
NASDAQ
Asset Management
$50.72M$18.711.32%-$3.49M-4.02x1.10
CION
CION INVESTMENT CORP
NYSE
Asset Management
$498.39M$8.75-0.79%$83.77M10.42x1.07
SCU
SCULPTOR CAPITAL MANAGEMENT INC
NYSE
Asset Management
$643.56M$10.10-8.10%$74.88M-112.22x-19.00
PFX
PHENIXFIN CORP
NASDAQ
Asset Management
$79.08M$36.00-0.91%-$3.32M-9.92x0.63
TPG
TPG INC
NASDAQ
Asset Management
$9.09B$29.42-0.03%N/AN/AN/A
APO
APOLLO GLOBAL MANAGEMENT INC
NYSE
Asset Management
$29.13B$51.01-1.20%-$2.87B-16.09x65.15
SVVC
FIRSTHAND TECHNOLOGY VALUE FUND INC
NASDAQ
Asset Management
$9.62M$1.404.10%-$57.55M-0.17x0.18
AAMC
ALTISOURCE ASSET MANAGEMENT CORP
NYSEMKT
Asset Management
$28.42M$16.000.13%-$4.07M-4.04x-0.02
BBUC
BROOKFIELD BUSINESS CORP
NYSE
Asset Management
$2.17B$21.92-5.15%N/AN/A300.68

Asset Management Stocks FAQ

What are the best asset management stocks to buy right now in Oct 2022?

According to Zen Score, the 3 best asset management stocks to buy right now are:

1. Assetmark Financial Holdings (NYSE:AMK)


Assetmark Financial Holdings (NYSE:AMK) is the top asset management stock with a Zen Score of 69, which is 35 points higher than the asset management industry average of 34. It passed 23 out of 33 due diligence checks and has strong fundamentals. Assetmark Financial Holdings has seen its stock lose -22.51% over the past year, overperforming other asset management stocks by 3 percentage points.

Assetmark Financial Holdings has an average 1 year price target of $32.50, an upside of 68.92% from Assetmark Financial Holdings's current stock price of $19.24.

Assetmark Financial Holdings stock has a consensus Strong Buy recommendation according to Wall Street analysts. Of the 2 analysts covering Assetmark Financial Holdings, 50% have issued a Strong Buy rating, 50% have issued a Buy, 0% have issued a hold, while 0% have issued a Sell rating, and 0% have issued a Strong Sell.

2. Hywin Holdings (NASDAQ:HYW)


Hywin Holdings (NASDAQ:HYW) is the second best asset management stock with a Zen Score of 65, which is 31 points higher than the asset management industry average of 34. It passed 21 out of 33 due diligence checks and has strong fundamentals. Hywin Holdings has seen its stock return 3.53% over the past year, overperforming other asset management stocks by 29 percentage points.

3. Janus Henderson Group (NYSE:JHG)


Janus Henderson Group (NYSE:JHG) is the third best asset management stock with a Zen Score of 56, which is 22 points higher than the asset management industry average of 34. It passed 19 out of 38 due diligence checks and has strong fundamentals. Janus Henderson Group has seen its stock lose -51.74% over the past year, underperforming other asset management stocks by -26 percentage points.

Janus Henderson Group has an average 1 year price target of $20.60, a downside of -1.76% from Janus Henderson Group's current stock price of $20.97.

Janus Henderson Group stock has a consensus Strong Sell recommendation according to Wall Street analysts. Of the 6 analysts covering Janus Henderson Group, 0% have issued a Strong Buy rating, 0% have issued a Buy, 16.67% have issued a hold, while 33.33% have issued a Sell rating, and 50% have issued a Strong Sell.

What are the asset management stocks with highest dividends?

Out of 83 asset management stocks that have issued dividends in the past year, the 3 asset management stocks with the highest dividend yields are:

1. Suro Capital (NASDAQ:SSSS)


Suro Capital (NASDAQ:SSSS) has an annual dividend yield of 71.32%, which is 63 percentage points higher than the asset management industry average of 8.2%. Suro Capital's dividend payout is not stable, having dropped more than 10% five times in the last 10 years. Suro Capital's dividend has shown consistent growth over the last 10 years.

Suro Capital's dividend payout ratio of 262.1% indicates that its high dividend yield might not be sustainable for the long-term.

2. Newtek Business Services (NASDAQ:NEWT)


Newtek Business Services (NASDAQ:NEWT) has an annual dividend yield of 19.14%, which is 11 percentage points higher than the asset management industry average of 8.2%. Newtek Business Services's dividend payout is not stable, having dropped more than 10% seven times in the last 10 years. Newtek Business Services's dividend has shown consistent growth over the last 10 years.

Newtek Business Services's dividend payout ratio of 135.8% indicates that its high dividend yield might not be sustainable for the long-term.

3. Great Elm Capital (NASDAQ:GECC)


Great Elm Capital (NASDAQ:GECC) has an annual dividend yield of 15.55%, which is 7 percentage points higher than the asset management industry average of 8.2%. Great Elm Capital's dividend payout is not stable, having dropped more than 10% three times in the last 10 years. Great Elm Capital's dividend has shown consistent growth over the last 10 years.

Great Elm Capital's dividend payout ratio of -27.1% indicates that its high dividend yield might not be sustainable for the long-term.

Why are asset management stocks down?

Asset management stocks were down -1.07% in the last day, and up 3.8% over the last week. Brookfield Asset Management was the among the top losers in the asset management industry, dropping -2.97% yesterday.

Shares of several banks and financial services companies are trading lower as stocks continue to experience volatility amid ongoing economic concerns.

What are the most undervalued asset management stocks?

Based on WallStreetZen's Valuation Score, the 3 most undervalued asset management stocks right now are:

1. Suro Capital (NASDAQ:SSSS)


Suro Capital (NASDAQ:SSSS) is the most undervalued asset management stock based on WallStreetZen's Valuation Score. Suro Capital has a valuation score of 100, which is 58 points higher than the asset management industry average of 42. It passed 7 out of 7 valuation due diligence checks.

Suro Capital's stock has dropped -67.74% in the past year. It has underperformed other stocks in the asset management industry by -42 percentage points.

2. Hywin Holdings (NASDAQ:HYW)


Hywin Holdings (NASDAQ:HYW) is the second most undervalued asset management stock based on WallStreetZen's Valuation Score. Hywin Holdings has a valuation score of 100, which is 58 points higher than the asset management industry average of 42. It passed 7 out of 7 valuation due diligence checks.

Hywin Holdings's stock has gained 3.53% in the past year. It has overperformed other stocks in the asset management industry by 29 percentage points.

3. Prospect Capital (NASDAQ:PSEC)


Prospect Capital (NASDAQ:PSEC) is the third most undervalued asset management stock based on WallStreetZen's Valuation Score. Prospect Capital has a valuation score of 86, which is 44 points higher than the asset management industry average of 42. It passed 6 out of 7 valuation due diligence checks.

Prospect Capital's stock has dropped -16.12% in the past year. It has overperformed other stocks in the asset management industry by 10 percentage points.

Are asset management stocks a good buy now?

32.94% of asset management stocks rated by analysts are a strong buy right now. On average, analysts expect asset management stocks to rise by 32.35% over the next year.

What is the average p/e ratio of the asset management industry?

The average P/E ratio of the asset management industry is 7.17x.
WallStreetZen does not provide financial advice and does not issue recommendations or offers to buy stock or sell any security.

Information is provided 'as-is' and solely for informational purposes and is not advice. WallStreetZen does not bear any responsibility for any losses or damage that may occur as a result of reliance on this data.