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Best Asset Management Stocks to Buy Now (2025)

Top asset management stocks in 2025 ranked by overall Zen Rating. "A" Rated stocks have returned an average of +32.52% per year, and are the best asset management stocks to buy now. Learn More.

According to Zen Ratings, our proprietary rating system that evaluates 115 factors proven to drive growth in stocks and assigns each stock in our system an overall letter grade as well as 7 individual Component Grades for Value, Growth, Momentum, Sentiment, Safety, Financials, and proprietary AI algorithms, the 3 best asset management stocks to buy right now are:

Suro Capital (NASDAQ:SSSS) is the #1 top asset management stock out of 101 with a Zen Rating of A. Stocks with a rating of A have had an average return of +32.52% per year. Learn more.

The Component Grade breakdown for Suro Capital (NASDAQ:SSSS) is: Value: B, Growth: C, Momentum: C, Sentiment: A, Safety: D, Financials: B, and AI: C.

Suro Capital (NASDAQ:SSSS) has a Due Diligence Score of 16, which is -16 points lower than the asset management industry average of 32. Although this number is below the industry average, our proven quant model rates SSSS as a "A".

SSSS passed 5 out of 38 due diligence checks and has weak fundamentals. Suro Capital has seen its stock return 87.08% over the past year, overperforming other asset management stocks by 89 percentage points.

Suro Capital has an average 1 year price target of $10.33, an upside of 15.07% from Suro Capital's current stock price of $8.98.

Suro Capital stock has a consensus Strong Buy recommendation according to Wall Street analysts. Of the 3 analysts covering Suro Capital, 33.33% have issued a Strong Buy rating, 66.67% have issued a Buy, 0% have issued a hold, while 0% have issued a Sell rating, and 0% have issued a Strong Sell.

Acadian Asset Management (NYSE:AAMI) is the #2 top asset management stock out of 101 with a Zen Rating of B. Stocks with a rating of B have had an average return of +19.88% per year. Learn more.

The Component Grade breakdown for Acadian Asset Management (NYSE:AAMI) is: Value: C, Growth: C, Momentum: B, Sentiment: A, Safety: C, Financials: A, and AI: C.

Acadian Asset Management (NYSE:AAMI) has a Due Diligence Score of 47, which is 15 points higher than the asset management industry average of 32.

AAMI passed 19 out of 38 due diligence checks and has strong fundamentals. Acadian Asset Management has seen its stock return 71.22% over the past year, overperforming other asset management stocks by 73 percentage points.

Acadian Asset Management has an average 1 year price target of $39.67, a downside of -14.42% from Acadian Asset Management's current stock price of $46.35.

Acadian Asset Management stock has a consensus Hold recommendation according to Wall Street analysts. Of the 3 analysts covering Acadian Asset Management, 0% have issued a Strong Buy rating, 0% have issued a Buy, 100% have issued a hold, while 0% have issued a Sell rating, and 0% have issued a Strong Sell.

Federated Hermes (NYSE:FHI) is the #3 top asset management stock out of 101 with a Zen Rating of B. Stocks with a rating of B have had an average return of +19.88% per year. Learn more.

The Component Grade breakdown for Federated Hermes (NYSE:FHI) is: Value: C, Growth: C, Momentum: C, Sentiment: B, Safety: C, Financials: A, and AI: B.

Federated Hermes (NYSE:FHI) has a Due Diligence Score of 55, which is 23 points higher than the asset management industry average of 32.

FHI passed 21 out of 38 due diligence checks and has strong fundamentals. Federated Hermes has seen its stock return 34.14% over the past year, overperforming other asset management stocks by 36 percentage points.

Federated Hermes has an average 1 year price target of $51.50, a downside of -0.02% from Federated Hermes's current stock price of $51.51.

Federated Hermes stock has a consensus Hold recommendation according to Wall Street analysts. Of the 4 analysts covering Federated Hermes, 0% have issued a Strong Buy rating, 25% have issued a Buy, 75% have issued a hold, while 0% have issued a Sell rating, and 0% have issued a Strong Sell.

Out of 80 asset management stocks that have issued dividends in the past year, the 3 asset management stocks with the highest dividend yields are:

Horizon Technology Finance (NASDAQ:HRZN) has an annual dividend yield of 20.68%, which is 13 percentage points higher than the asset management industry average of 7.49%. Horizon Technology Finance's dividend payout is not stable, having dropped more than 10% six times in the last 10 years. Horizon Technology Finance's dividend has not shown consistent growth over the last 10 years.

Horizon Technology Finance's dividend payout ratio of -140.4% indicates that its high dividend yield might not be sustainable for the long-term.

Great Elm Capital (NASDAQ:GECC) has an annual dividend yield of 20.43%, which is 13 percentage points higher than the asset management industry average of 7.49%. Great Elm Capital's dividend payout is not stable, having dropped more than 10% six 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 94.9% indicates that its high dividend yield might not be sustainable for the long-term.

Prospect Capital (NASDAQ:PSEC) has an annual dividend yield of 20.33%, which is 13 percentage points higher than the asset management industry average of 7.49%. Prospect Capital's dividend payout is not stable, having dropped more than 10% two times in the last 10 years. Prospect Capital's dividend has not shown consistent growth over the last 10 years.

Prospect Capital's dividend payout ratio of -43.3% indicates that its high dividend yield might not be sustainable for the long-term.

Asset management stocks were down -0.09% in the last day, and up 1.1% over the last week. State Street was the among the top losers in the asset management industry, dropping -1.4% yesterday.

State Street shares are trading higher after multiple analysts maintained bullish ratings on the stock.

Based on the Valuation rating, one of the 7 components of a stocks overall Zen Ratings grade, which evaluates factors including estimated earnings yield, earnings before interest and taxes/enterprise value, cash flow yield, free cash flow to price, and price-to-earnings growth (PEG ratio), the 3 most undervalued asset management stocks right now are:

Great Elm Capital (NASDAQ:GECC) is the most undervalued asset management stock based on its Valuation Rating of A. Valuation is one of 7 Component Grades used to calculate the overall Zen Rating.

Great Elm Capital has a valuation score of 43, which is 4 points higher than the asset management industry average of 39. It passed 3 out of 7 valuation due diligence checks.

Great Elm Capital's stock has dropped -26.54% in the past year. It has underperformed other stocks in the asset management industry by -24 percentage points.

Virtus Investment Partners (NYSE:VRTS) is the second most undervalued asset management stock based on its Valuation Rating of A. Valuation is one of 7 Component Grades used to calculate the overall Zen Rating.

Virtus Investment Partners has a valuation score of 71, which is 32 points higher than the asset management industry average of 39. It passed 5 out of 7 valuation due diligence checks.

Virtus Investment Partners's stock has dropped -17.78% in the past year. It has underperformed other stocks in the asset management industry by -16 percentage points.

Diamond Hill Investment Group (NASDAQ:DHIL) is the third most undervalued asset management stock based on its Valuation Rating of B. Valuation is one of 7 Component Grades used to calculate the overall Zen Rating.

Diamond Hill Investment Group has a valuation score of 86, which is 47 points higher than the asset management industry average of 39. It passed 6 out of 7 valuation due diligence checks.

Diamond Hill Investment Group's stock has dropped -16.67% in the past year. It has underperformed other stocks in the asset management industry by -15 percentage points.

31.88% of asset management stocks rated by analysts are a buy right now. On average, analysts expect asset management stocks to rise by 14.69% over the next year.

1.22% of asset management stocks have a Zen Rating of A (Strong Buy), 4.88% of asset management stocks are rated B (Buy), 85.37% are rated C (Hold), 7.32% are rated D (Sell), and 1.22% are rated F (Strong Sell).