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Best Asset Management Stocks to Buy Now (2024)
Top asset management stocks in 2024 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
VCTR
VICTORY CAPITAL HOLDINGS INC
NASDAQ
Asset Management
$3.34B$51.58-0.64%$387.11M15.44x1.33
JHG
JANUS HENDERSON GROUP PLC
NYSE
Asset Management
$5.68B$35.39-0.08%$576.20M13.41x0.35
SEIC
SEI INVESTMENTS CO
NASDAQ
Asset Management
$8.59B$65.35-2.56%$699.61M17.76x0.14
SAMG
SILVERCREST ASSET MANAGEMENT GROUP INC
NASDAQ
Asset Management
$231.05M$16.58-2.24%$22.76M17.64x0.57
FHI
FEDERATED HERMES INC
NYSE
Asset Management
$2.91B$34.53-0.40%$455.94M9.81x0.76
PAX
PATRIA INVESTMENTS LTD
NASDAQ
Asset Management
$1.86B$12.55-1.72%$144.38M15.71x0.84
GROW
U S GLOBAL INVESTORS INC
NASDAQ
Asset Management
$37.43M$2.695.49%$2.18M22.42x0.06
RAND
RAND CAPITAL CORP
NASDAQ
Asset Management
$42.25M$16.370.12%$7.63M7.34x0.37
AMK
ASSETMARK FINANCIAL HOLDINGS INC
NYSE
Asset Management
$2.56B$34.350.06%$239.35M17.71x0.27
AB
ALLIANCEBERNSTEIN HOLDING LP
NYSE
Asset Management
$3.89B$33.820.65%$309.68M14.03x0.00
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC
NYSE
Asset Management
$3.38B$42.09-2.12%$324.27M12.83x2.81
HLNE
HAMILTON LANE INC
NASDAQ
Asset Management
$7.58B$139.89-0.79%$223.37M37.60x1.13
BEN
FRANKLIN RESOURCES INC
NYSE
Asset Management
$12.36B$23.49-0.47%$1.81B13.42x1.41
HNNA
HENNESSY ADVISORS INC
NASDAQ
Asset Management
$60.28M$7.85-2.00%$9.76M11.38x0.66
NMFC
NEW MOUNTAIN FINANCE CORP
NASDAQ
Asset Management
$1.30B$12.24-0.81%$245.81M10.55x1.39
PFG
PRINCIPAL FINANCIAL GROUP INC
NASDAQ
Asset Management
$19.85B$84.71-0.74%$1.81B15.57x26.56
VRTS
VIRTUS INVESTMENT PARTNERS INC
NYSE
Asset Management
$1.71B$240.30-1.27%$422.01M14.23x2.93
BK
BANK OF NEW YORK MELLON CORP
NYSE
Asset Management
$46.88B$62.69-1.24%$6.08B15.63x9.71
TROW
PRICE T ROWE GROUP INC
NASDAQ
Asset Management
$25.63B$114.79-1.60%$2.86B13.58x0.22
WT
WISDOMTREE INC
NYSE
Asset Management
$1.63B$10.72-0.74%$147.01M15.54x0.89
MAIN
MAIN STREET CAPITAL CORP
NYSE
Asset Management
$4.30B$50.15-0.46%$585.83M9.13x0.89
PTMN
PORTMAN RIDGE FINANCE CORP
NASDAQ
Asset Management
$181.47M$19.50-0.86%$40.51M11.68x1.50
CCAP
CRESCENT CAPITAL BDC INC
NASDAQ
Asset Management
$695.65M$18.77-0.64%$105.54M6.66x1.16
FSK
FS KKR CAPITAL CORP
NYSE
Asset Management
$5.65B$20.170.05%$1.14B8.40x1.22
BLK
BLACKROCK INC
NYSE
Asset Management
$123.44B$830.700.21%$8.19B20.92x2.07
AMP
AMERIPRISE FINANCIAL INC
NYSE
Asset Management
$40.81B$410.89-1.70%$4.13B13.72x35.86
AMTD
AMTD IDEA GROUP
NYSE
Asset Management
$122.49M$1.54-1.91%$141.37M0.69x0.18
HTGC
HERCULES CAPITAL INC
NYSE
Asset Management
$3.43B$21.18-0.05%$408.23M9.54x0.96
SAR
SARATOGA INVESTMENT CORP
NYSE
Asset Management
$316.98M$23.06-0.65%$66.18M18.60x2.27
SCM
STELLUS CAPITAL INVESTMENT CORP
NYSE
Asset Management
$339.69M$14.08-0.28%$59.41M12.57x1.89
GECC
GREAT ELM CAPITAL CORP
NASDAQ
Asset Management
$100.86M$10.67-0.19%$28.44M4.83x1.35
CSWC
CAPITAL SOUTHWEST CORP
NASDAQ
Asset Management
$1.17B$26.01-0.34%$88.91M12.69x1.06
WHF
WHITEHORSE FINANCE INC
NASDAQ
Asset Management
$280.08M$12.05-0.90%$18.88M14.70x1.34
OXSQ
OXFORD SQUARE CAPITAL CORP
NASDAQ
Asset Management
$180.36M$3.020.33%$18.90M17.76x0.91
AMG
AFFILIATED MANAGERS GROUP INC
NYSE
Asset Management
$5.35B$167.94-0.91%$1.02B8.38x1.15
NOAH
NOAH HOLDINGS LTD
NYSE
Asset Management
$474.25M$7.22-2.17%N/AN/A0.20
OWL
BLUE OWL CAPITAL INC
NYSE
Asset Management
$27.53B$19.271.31%$524.09M128.47x2.32
STT
STATE STREET CORP
NYSE
Asset Management
$25.45B$84.490.19%$2.68B15.45x12.83
TCPC
BLACKROCK TCP CAPITAL CORP
NASDAQ
Asset Management
$914.97M$10.69-0.19%$70.31M30.54x1.40
NTRS
NORTHERN TRUST CORP
NASDAQ
Asset Management
$17.49B$85.49-0.86%$1.96B18.83x11.90
CRBG
COREBRIDGE FINANCIAL INC
NYSE
Asset Management
$17.90B$29.27-1.35%$3.62B7.56x32.24
GSBD
GOLDMAN SACHS BDC INC
NYSE
Asset Management
$1.70B$15.12-0.33%$327.06M7.88x1.17
GLAD
GLADSTONE CAPITAL CORP
NASDAQ
Asset Management
$516.45M$23.74-0.96%$90.69M7.19x0.88
PFLT
PENNANTPARK FLOATING RATE CAPITAL LTD
NYSE
Asset Management
$760.70M$11.400.00%$130.41M7.40x1.24
VINP
VINCI PARTNERS INVESTMENTS LTD
NASDAQ
Asset Management
$634.59M$11.150.00%$71.89M13.65x0.68
SII
SPROTT INC
NYSE
Asset Management
$1.15B$45.10-0.64%$61.68M24.92x0.27
DHIL
DIAMOND HILL INVESTMENT GROUP INC
NASDAQ
Asset Management
$412.69M$148.83-1.35%$59.04M10.12x0.32
CGBD
CARLYLE SECURED LENDING INC
NASDAQ
Asset Management
$910.75M$17.93-0.61%$165.85M10.07x1.07
BX
BLACKSTONE INC
NYSE
Asset Management
$99.04B$138.591.60%$3.37B48.80x3.05
ARCC
ARES CAPITAL CORP
NASDAQ
Asset Management
$12.59B$20.71-0.67%$2.32B6.95x1.04
SLRC
SLR INVESTMENT CORP
NASDAQ
Asset Management
$865.24M$15.86-0.56%$172.84M8.91x1.49
EQS
EQUUS TOTAL RETURN INC
NYSE
Asset Management
$17.46M$1.29-0.39%$11.77M1.48x1.16
TRIN
TRINITY CAPITAL INC
NASDAQ
Asset Management
$688.74M$13.920.58%$114.27M8.39x1.25
ARES
ARES MANAGEMENT CORP
NYSE
Asset Management
$45.64B$147.30-0.06%$1.24B64.61x10.97
BUR
BURFORD CAPITAL LTD
NYSE
Asset Management
$2.97B$13.58-2.44%N/A9.30x1.28
BCSF
BAIN CAPITAL SPECIALTY FINANCE INC
NYSE
Asset Management
$1.07B$16.53-0.36%$211.49M8.27x1.26
GBDC
GOLUB CAPITAL BDC INC
NASDAQ
Asset Management
$2.65B$15.47-0.32%$512.00M7.62x1.29
GAIN
GLADSTONE INVESTMENT CORPORATION
NASDAQ
Asset Management
$513.64M$14.00-0.71%$109.43M5.67x0.90
TSLX
SIXTH STREET SPECIALTY LENDING INC
NYSE
Asset Management
$1.97B$21.26-1.02%$363.11M8.57x1.18
FDUS
FIDUS INVESTMENT CORP
NASDAQ
Asset Management
$606.15M$19.21-0.88%$106.32M6.53x0.80
MRCC
MONROE CAPITAL CORP
NASDAQ
Asset Management
$161.41M$7.45-0.27%$23.64M372.50x1.62
BSIG
BRIGHTSPHERE INVESTMENT GROUP INC
NYSE
Asset Management
$934.65M$24.750.41%$136.60M14.91x-54.42
WHG
WESTWOOD HOLDINGS GROUP INC
NYSE
Asset Management
$120.89M$12.981.09%$21.42M9.34x0.21
MFIC
MIDCAP FINANCIAL INVESTMENT CORP
NASDAQ
Asset Management
$1.00B$15.34-0.71%$219.73M8.77x1.43
PFX
PHENIXFIN CORP
NASDAQ
Asset Management
$94.47M$46.770.00%$32.19M3.71x0.61
APO
APOLLO GLOBAL MANAGEMENT INC
NYSE
Asset Management
$68.57B$120.510.15%$5.75B13.45x20.76
SWKH
SWK HOLDINGS CORP
NASDAQ
Asset Management
$215.78M$17.300.41%$16.90M17.84x0.15
GCMG
GCM GROSVENOR INC
NASDAQ
Asset Management
$2.03B$10.76-0.19%$56.14M28.32x-22.66
PSEC
PROSPECT CAPITAL CORP
NASDAQ
Asset Management
$2.29B$5.49-1.79%$400.33M16.15x0.70
AC
ASSOCIATED CAPITAL GROUP INC
NYSE
Asset Management
$703.46M$32.870.06%$45.68M21.34x0.03
STEP
STEPSTONE GROUP INC
NASDAQ
Asset Management
$5.37B$48.54-0.41%$142.59M53.34x5.90
CION
CION INVESTMENT CORP
NYSE
Asset Management
$653.25M$12.19-0.41%$223.30M5.02x1.28
PNNT
PENNANTPARK INVESTMENT CORP
NYSE
Asset Management
$466.36M$7.15-0.83%$103.48M7.77x1.58
BXSL
BLACKSTONE SECURED LENDING FUND
NYSE
Asset Management
$5.82B$30.25-0.07%$940.84M8.07x1.08
MGLD
MARYGOLD COMPANIES INC
NYSEMKT
Asset Management
$46.39M$1.18-1.01%-$1.78M-29.45x0.19
GEG
GREAT ELM GROUP INC
NASDAQ
Asset Management
$56.42M$1.77-0.56%-$384.00k-8.05x1.17
BN
BROOKFIELD CORP
NYSE
Asset Management
$69.68B$46.06-0.28%$27.51B75.51x7.24
CNS
COHEN & STEERS INC
NYSE
Asset Management
$4.14B$81.84-0.27%$191.21M31.60x0.54
TPVG
TRIPLEPOINT VENTURE GROWTH BDC CORP
NYSE
Asset Management
$330.39M$8.73-0.34%-$4.96M-7.73x1.29
ICMB
INVESTCORP CREDIT MANAGEMENT BDC INC
NASDAQ
Asset Management
$48.10M$3.340.91%$9.30M-334.00x1.65
TPG
TPG INC
NASDAQ
Asset Management
$17.26B$47.33-1.31%$208.30M66.66x9.22
PWM
PRESTIGE WEALTH INC
NASDAQ
Asset Management
$7.87M$0.860.23%-$979.30k-6.88x0.11
LRFC
LOGAN RIDGE FINANCE CORP
NASDAQ
Asset Management
$59.66M$22.29-0.03%$8.29MN/A1.37
KKR
KKR & CO INC
NYSE
Asset Management
$102.18B$115.150.21%$8.53B24.82x13.21
HRZN
HORIZON TECHNOLOGY FINANCE CORP
NASDAQ
Asset Management
$425.50M$12.15-0.41%$17.86M-27.61x1.42
OFS
OFS CAPITAL CORP
NASDAQ
Asset Management
$118.57M$8.850.11%$6.24M-8.94x1.77
AINC
ASHFORD INC
NYSEMKT
Asset Management
$16.90M$4.930.51%$47.78M-0.38x-1.02
SSSS
SURO CAPITAL CORP
NASDAQ
Asset Management
$93.88M$4.020.50%-$16.66M-4.90x0.41
RMCO
ROYALTY MANAGEMENT HOLDING CORP
NASDAQ
Asset Management
$13.77M$0.92-8.00%-$955.64k-11.50x0.36
IVZ
INVESCO LTD
NYSE
Asset Management
$7.29B$16.21-0.49%-$158.60M-21.91x0.84
CG
CARLYLE GROUP INC
NASDAQ
Asset Management
$16.53B$45.94-1.12%-$453.30M-25.95x2.98
ALTI
ALTI GLOBAL INC
NASDAQ
Asset Management
$566.44M$4.72-1.05%-$51.54M-4.50x0.79
BAM
BROOKFIELD ASSET MANAGEMENT LTD
NYSE
Asset Management
$16.98B$41.10-0.87%$2.45BN/A0.30
BBUC
BROOKFIELD BUSINESS CORP
NYSE
Asset Management
$1.59B$21.78-1.40%$2.32BN/A22.62
PX
P10 INC
NYSE
Asset Management
$1.10B$9.74-0.81%$56.32M-487.00x1.20
HPH
HIGHEST PERFORMANCES HOLDINGS INC
NASDAQ
Asset Management
$369.60M$5.842.28%N/A-58.40x1.23
BRDG
BRIDGE INVESTMENT GROUP HOLDINGS INC
NYSE
Asset Management
$1.01B$8.34-1.77%$53.90M-33.36x8.12
STEC
SANTECH HOLDINGS LIMITED
NASDAQ
Asset Management
$8.17M$0.34-7.32%N/AN/A6.16
BENF
BENEFICIENT
NASDAQ
Asset Management
$16.98M$4.00-1.72%-$2.07B-0.01x-1.32
BCG
BINAH CAPITAL GROUP INC
NASDAQ
Asset Management
$87.80M$5.30-3.46%N/AN/A2.69

Asset Management Stocks FAQ

What are the best asset management stocks to buy right now in Jul 2024?

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

1. Victory Capital Holdings (NASDAQ:VCTR)


Victory Capital Holdings (NASDAQ:VCTR) is the top asset management stock with a Zen Score of 62, which is 28 points higher than the asset management industry average of 34. It passed 23 out of 38 due diligence checks and has strong fundamentals. Victory Capital Holdings has seen its stock return 48.95% over the past year, overperforming other asset management stocks by 42 percentage points.

Victory Capital Holdings has an average 1 year price target of $51.57, a downside of -0.02% from Victory Capital Holdings's current stock price of $51.58.

Victory Capital Holdings stock has a consensus Buy recommendation according to Wall Street analysts. Of the 7 analysts covering Victory Capital Holdings, 28.57% have issued a Strong Buy rating, 28.57% have issued a Buy, 28.57% have issued a hold, while 0% have issued a Sell rating, and 14.29% have issued a Strong Sell.

2. Janus Henderson Group (NYSE:JHG)


Janus Henderson Group (NYSE:JHG) is the second best asset management stock with a Zen Score of 61, which is 27 points higher than the asset management industry average of 34. It passed 21 out of 38 due diligence checks and has strong fundamentals. Janus Henderson Group has seen its stock return 19.76% over the past year, overperforming other asset management stocks by 12 percentage points.

Janus Henderson Group has an average 1 year price target of $33.00, a downside of -6.75% from Janus Henderson Group's current stock price of $35.39.

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

3. Sei Investments Co (NASDAQ:SEIC)


Sei Investments Co (NASDAQ:SEIC) is the third best asset management stock with a Zen Score of 61, which is 27 points higher than the asset management industry average of 34. It passed 22 out of 38 due diligence checks and has strong fundamentals. Sei Investments Co has seen its stock return 2.25% over the past year, underperforming other asset management stocks by -5 percentage points.

Sei Investments Co has an average 1 year price target of $75.33, an upside of 15.28% from Sei Investments Co's current stock price of $65.35.

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

What are the asset management stocks with highest dividends?

Out of 63 asset management stocks that have issued dividends in the past year, the 3 asset management stocks with the highest dividend yields are:

1. Noah Holdings (NYSE:NOAH)


Noah Holdings (NYSE:NOAH) has an annual dividend yield of 29.43%, which is 23 percentage points higher than the asset management industry average of 6.9%. Noah Holdings's dividend payout is stable, having never dropped by more than 10% in the last 10 years. Noah Holdings's dividend has shown consistent growth over the last 10 years.

2. Triplepoint Venture Growth Bdc (NYSE:TPVG)


Triplepoint Venture Growth Bdc (NYSE:TPVG) has an annual dividend yield of 18.33%, which is 11 percentage points higher than the asset management industry average of 6.9%. Triplepoint Venture Growth Bdc's dividend payout is not stable, having dropped more than 10% four times in the last 10 years. Triplepoint Venture Growth Bdc's dividend has shown consistent growth over the last 10 years.

Triplepoint Venture Growth Bdc's dividend payout ratio of -141.6% indicates that its high dividend yield might not be sustainable for the long-term.

3. Investcorp Credit Management Bdc (NASDAQ:ICMB)


Investcorp Credit Management Bdc (NASDAQ:ICMB) has an annual dividend yield of 17.96%, which is 11 percentage points higher than the asset management industry average of 6.9%. Investcorp Credit Management Bdc's dividend payout is not stable, having dropped more than 10% five times in the last 10 years. Investcorp Credit Management Bdc's dividend has not shown consistent growth over the last 10 years.

Investcorp Credit Management Bdc's dividend payout ratio of -6,300% 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 -0.54% in the last day, and up 0.14% over the last week.

We couldn't find a catalyst for why asset management stocks are down.

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. Rand Capital (NASDAQ:RAND)


Rand Capital (NASDAQ:RAND) is the most undervalued asset management stock based on WallStreetZen's Valuation Score. Rand Capital has a valuation score of 100, which is 61 points higher than the asset management industry average of 39. It passed 7 out of 7 valuation due diligence checks.

Rand Capital's stock has gained 17.85% in the past year. It has overperformed other stocks in the asset management industry by 11 percentage points.

2. Principal Financial Group (NASDAQ:PFG)


Principal Financial Group (NASDAQ:PFG) is the second most undervalued asset management stock based on WallStreetZen's Valuation Score. Principal Financial 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.

Principal Financial Group's stock has gained 2.67% in the past year. It has underperformed other stocks in the asset management industry by -5 percentage points.

3. Cion Investment (NYSE:CION)


Cion Investment (NYSE:CION) is the third most undervalued asset management stock based on WallStreetZen's Valuation Score. Cion Investment 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.

Cion Investment's stock has gained 10.72% in the past year. It has overperformed other stocks in the asset management industry by 3 percentage points.

Are asset management stocks a good buy now?

46.38% of asset management stocks rated by analysts are a buy right now. On average, analysts expect asset management stocks to rise by 4.8% 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 29.63x.
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.