Sectors & Industries Financial ServicesAsset Management
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.

Industry: Asset Management

Overview Zen Rating Price Value Growth Financials Momentum

Sentiment Forecast Dividends Due Diligence

Asset Management is Zen Rated D and is the 98th ranked industry out of 145 stock market industries

Ticker	Company	Price	Volume	Vol 1d %	SMA 10	SMA 20	SMA 50	SMA 100	SMA 200	RSI	Stochastic %K	Stochastic %D	StochRSI %K	StochRSI %D	MACD	MACD Signal	MACD Histogram	Beta
BCIC	BCP INVESTMENT CORP	$13.09	119,000	133.33%	12.93	12.81	12.08	12.18	12.76	63.61	78.77	70.73	82.79	64.13	0.27	0.26	0.00	0.30
CION	CION INVESTMENT CORP	$9.94	279,000	-3.79%	9.89	9.88	9.57	9.88	10.00	55.16	44.79	32.85	36.70	23.59	0.09	0.10	-0.01	0.77
FHI	FEDERATED HERMES INC	$50.85	284,000	-41.80%	49.95	49.46	50.23	50.98	46.05	58.62	86.93	83.81	100.00	96.54	0.17	-0.13	0.30	0.81
GCMG	GCM GROSVENOR INC	$10.78	937,000	2.07%	10.83	11.10	11.45	12.01	12.29	39.53	59.05	54.55	90.40	90.74	-0.19	-0.22	0.03	0.68
AMG	AFFILIATED MANAGERS GROUP INC	$273.19	155,000	9.93%	267.28	262.00	249.34	236.28	205.47	68.85	86.10	80.85	100.00	89.73	6.50	5.78	0.72	1.27
HRZN	HORIZON TECHNOLOGY FINANCE CORP	$6.69	716,000	22.39%	6.66	6.62	6.34	6.78	7.50	57.71	82.40	74.95	93.90	81.13	0.07	0.07	-0.00	0.67
HTGC	HERCULES CAPITAL INC	$18.98	1,176,000	1.64%	18.17	17.88	17.87	18.57	18.44	70.56	97.03	97.70	100.00	100.00	0.23	0.05	0.18	0.79
PSEC	PROSPECT CAPITAL CORP	$2.67	3,141,000	-7.62%	2.64	2.70	2.71	2.82	3.25	48.52	30.45	20.20	60.74	40.01	-0.02	-0.02	-0.00	0.75
NOAH	NOAH HOLDINGS LTD	$10.51	65,400	-87.78%	10.41	10.68	11.19	11.59	11.07	42.99	39.14	33.57	85.86	78.91	-0.23	-0.25	0.02	1.15
VINP	VINCI COMPASS INVESTMENTS LTD	$12.14	96,000	159.46%	12.19	12.10	11.52	10.75	10.24	55.84	79.49	85.68	53.77	60.65	0.23	0.24	-0.01	0.87
BEN	FRANKLIN RESOURCES INC	$23.40	2,575,000	-7.61%	22.56	22.31	22.69	23.75	22.30	61.55	91.74	83.79	100.00	96.83	0.06	-0.13	0.19	1.23
IVZ	INVESCO LTD	$26.24	11,943,000	60.91%	24.50	23.94	23.58	22.53	18.80	70.92	89.34	86.55	93.88	82.96	0.51	0.29	0.22	1.50
PAX	PATRIA INVESTMENTS LTD	$15.22	439,000	-14.92%	14.91	14.85	14.65	14.29	13.18	58.12	78.74	83.68	89.76	95.20	0.15	0.08	0.07	1.01
AAMI	ACADIAN ASSET MANAGEMENT INC	$46.78	149,000	-46.79%	44.83	44.16	45.68	45.70	37.34	58.95	90.55	75.90	100.00	85.86	-0.02	-0.46	0.44	1.12
HLNE	HAMILTON LANE INC	$125.20	731,000	9.10%	122.62	125.75	123.79	137.97	143.99	51.82	36.18	25.93	59.14	36.53	-0.69	-0.76	0.07	1.33
JHG	JANUS HENDERSON GROUP PLC	$44.71	567,000	75.54%	43.62	43.42	43.57	43.62	40.18	59.16	88.15	79.20	100.00	93.21	0.19	-0.01	0.20	1.36
SSSS	SURO CAPITAL CORP	$9.43	226,000	61.43%	9.25	9.42	9.39	9.06	7.60	50.83	71.11	67.66	85.85	82.50	-0.02	-0.03	0.02	1.00
VCTR	VICTORY CAPITAL HOLDINGS INC	$63.65	386,000	-30.20%	62.58	62.49	63.82	66.74	63.73	53.28	58.67	38.35	93.25	62.70	-0.30	-0.50	0.21	1.23
DHIL	DIAMOND HILL INVESTMENT GROUP INC	$116.30	30,200	42.45%	117.22	123.51	131.21	137.80	139.76	27.97	12.82	10.12	42.18	29.52	-4.67	-4.33	-0.34	0.77
WT	WISDOMTREE INC	$11.49	2,440,000	3.57%	11.08	11.21	12.18	12.86	11.21	50.39	77.48	53.07	100.00	91.23	-0.27	-0.38	0.11	1.05
TROW	PRICE T ROWE GROUP INC	$106.58	1,529,000	6.18%	102.78	101.85	102.89	104.52	99.49	65.05	95.93	86.52	100.00	94.63	0.53	-0.28	0.81	1.37
AMP	AMERIPRISE FINANCIAL INC	$477.06	451,000	-15.38%	458.86	456.86	469.89	489.05	495.03	61.79	94.02	82.45	100.00	96.85	-0.04	-4.16	4.11	1.21
VRTS	VIRTUS INVESTMENT PARTNERS INC	$161.79	47,400	3.95%	159.36	159.92	171.75	184.07	178.56	48.11	70.27	56.19	89.59	83.76	-2.91	-4.14	1.23	1.39
GSBD	GOLDMAN SACHS BDC INC	$10.08	903,000	-23.80%	9.91	9.78	9.87	10.62	11.04	58.41	86.36	85.75	97.56	92.66	0.03	-0.03	0.07	0.60
TPG	TPG INC	$61.69	1,223,000	5.70%	58.58	57.41	56.81	58.44	53.96	67.22	95.44	90.57	100.00	91.64	1.05	0.44	0.61	1.49
SEIC	SEI INVESTMENTS CO	$81.10	566,000	7.60%	80.46	80.79	81.99	85.13	83.01	50.22	71.31	56.81	98.51	83.12	-0.40	-0.64	0.24	0.95
SII	SPROTT INC	$92.15	104,000	46.48%	89.13	88.86	85.70	77.25	65.61	61.71	90.06	80.44	92.58	77.46	1.88	1.59	0.29	0.84
APAM	ARTISAN PARTNERS ASSET MANAGEMENT INC	$42.64	486,000	84.09%	41.79	42.35	43.13	44.63	42.79	50.95	72.57	52.00	98.92	82.89	-0.42	-0.57	0.16	1.30
PSBD	PALMER SQUARE CAPITAL BDC INC	$12.28	36,800	-26.98%	12.23	12.12	12.28	13.04	13.48	51.74	75.36	72.14	80.83	77.78	-0.02	-0.07	0.05	0.44
CRBG	COREBRIDGE FINANCIAL INC	$30.37	7,281,000	50.87%	29.53	29.26	30.83	32.46	32.16	53.91	83.34	73.85	95.76	87.33	-0.26	-0.54	0.28	1.26
BK	BANK OF NEW YORK MELLON CORP	$114.02	2,632,000	2.77%	111.21	110.32	108.59	106.01	95.89	67.41	92.24	88.01	100.00	90.57	1.37	0.87	0.50	0.91
OXSQ	OXFORD SQUARE CAPITAL CORP	$1.83	702,000	20.62%	1.84	1.88	1.82	2.02	2.24	45.05	26.80	22.32	41.24	33.61	-0.01	-0.01	-0.00	0.51
WHF	WHITEHORSE FINANCE INC	$7.68	320,000	1.59%	7.34	7.17	7.07	7.82	8.64	64.46	91.20	91.30	100.00	98.28	0.10	0.03	0.07	0.37
CNS	COHEN & STEERS INC	$62.20	278,000	-28.53%	62.38	63.10	65.93	69.43	73.86	42.10	52.62	42.72	85.59	79.63	-1.33	-1.53	0.20	1.08
FDUS	FIDUS INVESTMENT CORP	$19.75	621,000	50.73%	19.66	19.59	20.03	20.60	20.43	47.93	82.76	77.61	100.00	98.83	-0.12	-0.18	0.06	0.52
BX	BLACKSTONE INC	$152.15	2,903,000	-18.73%	146.70	143.98	152.63	163.30	153.02	59.72	93.46	93.00	99.69	99.73	-0.40	-2.44	2.04	1.63
TCPC	BLACKROCK TCP CAPITAL CORP	$6.10	688,000	14.67%	5.96	5.83	5.81	6.45	7.04	62.67	89.17	88.79	95.42	95.56	0.07	0.02	0.06	0.63
PX	P10 INC	$9.84	421,000	20.63%	9.47	9.63	10.24	11.21	11.14	50.38	83.62	67.00	99.72	97.64	-0.20	-0.31	0.11	0.97
BCSF	BAIN CAPITAL SPECIALTY FINANCE INC	$14.41	222,000	-4.72%	14.27	14.05	14.01	14.61	15.22	59.18	93.24	90.68	98.84	94.46	0.09	0.03	0.06	0.59
ARES	ARES MANAGEMENT CORP	$165.46	1,348,000	-22.75%	157.18	152.79	151.39	166.77	163.01	69.88	96.41	94.25	100.00	100.00	2.83	0.78	2.05	1.49
PFG	PRINCIPAL FINANCIAL GROUP INC	$87.52	1,325,000	41.71%	85.11	84.25	82.62	81.12	80.24	67.55	95.16	87.61	99.88	85.10	1.06	0.80	0.26	1.05
ALTI	ALTI GLOBAL INC	$4.54	138,000	-38.94%	4.09	4.04	3.86	4.02	3.73	69.32	69.38	47.78	85.44	65.35	0.09	0.05	0.04	0.48
CSWC	CAPITAL SOUTHWEST CORP	$21.88	504,000	24.14%	21.48	21.09	20.89	21.84	21.60	65.75	95.23	89.15	100.00	89.12	0.26	0.14	0.12	0.69
AB	ALLIANCEBERNSTEIN HOLDING LP	$42.80	312,000	83.53%	41.17	40.23	39.54	39.73	39.36	69.92	87.46	87.17	84.25	86.01	0.68	0.43	0.24	0.96
NMFC	NEW MOUNTAIN FINANCE CORP	$9.75	347,000	-60.70%	9.59	9.48	9.48	9.91	10.26	59.77	92.01	91.03	97.74	96.48	0.04	-0.00	0.05	0.52
SLRC	SLR INVESTMENT CORP	$16.02	447,000	141.62%	15.82	15.53	15.13	15.72	16.05	65.27	92.92	91.15	99.04	94.18	0.22	0.16	0.06	0.60
TSLX	SIXTH STREET SPECIALTY LENDING INC	$22.29	536,000	-9.76%	21.78	21.43	21.83	22.96	22.67	60.70	93.92	93.66	100.00	99.02	0.06	-0.11	0.17	0.56
KKR	KKR & CO INC	$129.42	2,840,000	-1.15%	122.97	120.82	122.00	132.64	126.47	65.52	96.10	92.27	100.00	99.85	1.23	-0.30	1.53	1.65
STT	STATE STREET CORP	$123.61	2,088,000	10.59%	118.58	117.64	116.40	114.22	104.11	67.77	93.69	83.54	100.00	90.11	1.42	0.67	0.75	1.16
OFS	OFS CAPITAL CORP	$5.28	75,600	27.27%	4.92	5.01	6.18	7.30	8.00	46.58	71.03	55.84	100.00	100.00	-0.32	-0.44	0.12	0.47
GECC	GREAT ELM CAPITAL CORP	$7.88	73,000	7.35%	7.69	7.68	7.91	9.52	10.01	52.81	81.33	65.65	98.81	93.29	-0.06	-0.14	0.08	0.22
OWL	BLUE OWL CAPITAL INC	$16.24	11,401,000	-46.17%	15.03	14.77	15.74	17.39	18.25	62.23	94.33	87.63	100.00	98.20	-0.04	-0.34	0.30	1.44
BXSL	BLACKSTONE SECURED LENDING FUND	$28.31	1,408,000	5.63%	27.55	27.01	26.58	28.26	29.76	71.22	96.38	93.02	100.00	96.16	0.40	0.21	0.19	0.49
TRIN	TRINITY CAPITAL INC	$14.92	628,000	8.65%	14.68	14.66	14.87	15.30	15.08	54.75	84.20	67.30	98.99	85.18	-0.04	-0.10	0.06	0.62
APO	APOLLO GLOBAL MANAGEMENT INC	$138.13	1,976,000	-26.27%	132.57	130.87	128.31	134.62	135.44	65.37	96.01	84.92	100.00	94.47	1.87	0.93	0.94	1.47
PNNT	PENNANTPARK INVESTMENT CORP	$5.84	645,000	-8.77%	5.99	6.18	6.38	6.77	6.78	34.01	15.09	12.80	13.36	5.49	-0.19	-0.15	-0.04	0.65
SAMG	SILVERCREST ASSET MANAGEMENT GROUP INC	$14.69	55,000	83.33%	14.04	13.87	14.37	15.34	15.58	59.25	86.57	81.25	93.12	95.37	0.06	-0.14	0.21	0.76
BLK	BLACKROCK INC	$1,072.16	544,000	-9.03%	1,045.75	1,048.99	1,102.46	1,112.80	1,037.32	52.57	86.49	72.88	95.99	94.63	-9.63	-18.35	8.72	1.20
ARCC	ARES CAPITAL CORP	$21.02	3,715,000	20.42%	20.54	20.27	20.12	21.19	21.45	66.40	97.31	94.94	100.00	99.52	0.18	0.06	0.12	0.71
WTF	WATON FINANCIAL LTD	$3.09	22,800	-31.33%	3.15	4.14	5.00	5.05	N/A	34.52	11.33	11.11	25.57	21.73	-0.61	-0.54	-0.07	0.82
FSK	FS KKR CAPITAL CORP	$15.46	2,580,000	-15.10%	15.77	15.59	15.20	16.90	18.91	48.14	33.60	40.97	5.91	18.36	0.08	0.10	-0.02	0.71
TPVG	TRIPLEPOINT VENTURE GROWTH BDC CORP	$6.75	536,000	32.67%	6.46	6.19	5.83	6.22	6.54	73.28	88.49	87.09	86.68	68.75	0.23	0.18	0.05	0.74
CGBD	CARLYLE SECURED LENDING INC	$12.97	505,000	1.81%	12.61	12.25	12.36	13.05	14.01	65.45	94.77	94.23	100.00	98.74	0.14	0.02	0.12	0.61
MFIC	MIDCAP FINANCIAL INVESTMENT CORP	$12.26	794,000	27.65%	12.10	11.94	11.94	12.36	12.48	59.61	94.16	91.42	99.50	94.83	0.06	0.00	0.05	0.77
BUR	BURFORD CAPITAL LTD	$9.29	1,320,000	-17.55%	9.31	9.01	10.16	11.72	12.59	46.35	73.74	75.53	87.25	88.14	-0.20	-0.34	0.14	1.02
GLAD	GLADSTONE CAPITAL CORP	$21.20	113,000	13.00%	20.95	20.23	20.13	23.15	24.88	63.33	92.74	89.82	91.22	88.58	0.32	0.16	0.16	0.72
CCAP	CRESCENT CAPITAL BDC INC	$14.90	341,000	210.00%	14.31	14.01	14.07	14.59	15.23	64.88	96.47	93.56	100.00	96.33	0.13	0.00	0.13	0.49
GBDC	GOLUB CAPITAL BDC INC	$14.27	1,343,000	10.26%	14.02	13.89	13.88	14.31	14.54	62.68	95.88	91.45	100.00	94.98	0.06	0.00	0.06	0.51
BN	BROOKFIELD CORP	$46.71	4,534,000	7.67%	46.21	45.44	45.47	45.07	41.20	58.25	90.30	88.49	87.97	85.07	0.35	0.14	0.22	1.35
BAM	BROOKFIELD ASSET MANAGEMENT LTD	$53.26	4,424,000	17.82%	52.07	51.98	54.16	57.21	55.27	53.02	80.51	69.92	98.82	94.58	-0.39	-0.80	0.40	1.30
STEP	STEPSTONE GROUP INC	$62.85	593,000	-9.60%	62.12	61.74	62.93	62.12	58.30	53.03	67.66	59.89	84.78	72.85	-0.02	-0.23	0.21	1.41
NCDL	NUVEEN CHURCHILL DIRECT LENDING CORP	$14.81	106,000	-36.14%	14.64	14.45	14.20	15.07	15.70	59.61	85.25	84.09	92.67	87.81	0.13	0.08	0.06	0.44
NTRS	NORTHERN TRUST CORP	$133.21	737,000	-11.42%	130.85	129.34	129.05	128.86	117.02	62.15	95.61	87.10	100.00	91.94	1.14	0.54	0.61	1.09
PFLT	PENNANTPARK FLOATING RATE CAPITAL LTD	$9.52	1,035,000	16.69%	9.23	9.18	9.02	9.63	10.04	64.28	95.35	82.38	100.00	86.89	0.07	0.02	0.05	0.62
MAIN	MAIN STREET CAPITAL CORP	$60.73	487,000	-5.25%	58.09	58.00	58.62	61.96	59.37	66.31	96.95	88.19	100.00	97.97	0.23	-0.27	0.50	0.73
BBUC	BROOKFIELD BUSINESS CORP	$36.12	128,000	-2.29%	34.77	33.48	34.56	33.61	30.57	59.27	84.40	84.67	93.25	96.78	0.44	-0.03	0.47	1.29
CG	CARLYLE GROUP INC	$57.11	2,497,000	-10.57%	54.16	53.40	56.39	60.03	52.56	61.44	95.45	89.17	100.00	96.13	-0.07	-0.86	0.79	1.64
BENF	BENEFICIENT	$0.66	301,000	-36.63%	0.58	0.55	0.63	0.50	0.41	56.08	86.15	77.74	100.00	89.80	0.00	-0.01	0.02	0.30
GAIN	GLADSTONE INVESTMENT CORPORATION	$13.94	107,000	-16.41%	13.92	13.85	13.84	13.96	13.91	52.93	82.18	84.23	78.80	81.57	0.03	0.01	0.02	0.69
SCM	STELLUS CAPITAL INVESTMENT CORP	$12.61	287,000	47.94%	12.17	12.01	12.18	13.30	13.51	62.40	94.22	87.19	100.00	92.55	0.05	-0.06	0.11	0.50
MLCI	MOUNT LOGAN CAPITAL INC	$7.22	157,000	137.88%	7.59	7.65	7.67	N/A	N/A	42.28	41.94	30.13	39.83	32.86	-0.05	-0.03	-0.02	0.13
CWD	CALIBERCOS INC	$1.82	301,000	-10.42%	2.13	2.36	3.18	3.47	5.19	28.52	6.55	11.02	33.06	45.83	-0.34	-0.36	0.02	0.60
INV	INNVENTURE INC	$5.33	838,000	-57.97%	5.13	4.44	4.07	4.60	5.13	58.93	79.09	73.93	69.58	66.24	0.44	0.31	0.13	0.20
BCG	BINAH CAPITAL GROUP INC	$2.41	62,000	0.00%	2.60	2.15	1.92	1.95	2.03	54.96	48.41	48.50	41.72	45.42	0.20	0.20	0.00	0.08
WHG	WESTWOOD HOLDINGS GROUP INC	$16.48	7,200	26.32%	16.61	16.39	16.49	17.00	16.35	50.02	70.02	66.40	71.14	67.41	-0.00	-0.03	0.03	0.54
HNNA	HENNESSY ADVISORS INC	$10.00	8,400	-84.73%	10.16	10.10	10.04	10.89	10.89	47.35	83.27	78.22	56.00	59.09	0.05	0.03	0.02	0.33
MGLD	MARYGOLD COMPANIES INC	$0.91	24,000	150.00%	1.02	1.01	1.03	0.97	0.94	38.47	47.62	55.34	56.96	63.33	-0.01	-0.00	-0.00	0.19
MRCC	MONROE CAPITAL CORP	$6.69	101,000	-19.20%	6.42	6.38	6.72	6.84	6.95	57.26	78.94	69.33	100.00	100.00	-0.06	-0.12	0.07	0.43
AMTD	AMTD IDEA GROUP	$1.01	46,000	-2.13%	1.01	1.00	1.06	1.07	1.05	47.81	57.17	62.09	35.49	42.99	-0.01	-0.02	0.00	0.09
RAND	RAND CAPITAL CORP	$13.92	6,500	900.00%	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	0.12
RMCO	ROYALTY MANAGEMENT HOLDING CORP	$2.32	45,000	-40.79%	2.36	2.73	2.90	2.31	1.72	42.57	33.13	29.46	53.45	43.75	-0.20	-0.15	-0.05	0.25
AURE	PRESTIGE WEALTH INC	$0.49	24,000	-39.55%	0.50	0.47	0.57	0.52	0.48	49.56	56.13	57.76	55.32	57.39	-0.01	-0.01	0.01	0.62
SWKH	SWK HOLDINGS CORP	$17.04	3,000	-57.75%	16.94	16.77	16.16	15.44	15.50	57.00	69.62	75.24	49.33	52.31	0.27	0.25	0.02	0.28
GEG	GREAT ELM GROUP INC	$2.64	23,000	-19.01%	2.60	2.53	2.49	2.46	2.23	60.24	87.27	88.10	83.45	90.11	0.04	0.02	0.02	0.22
ICMB	INVESTCORP CREDIT MANAGEMENT BDC INC	$2.85	29,200	25.86%	2.91	2.84	2.85	2.84	2.89	49.51	37.99	46.18	15.37	30.46	0.02	0.02	-0.00	0.30
EQS	EQUUS TOTAL RETURN INC	$1.80	700	-82.50%	1.83	1.87	1.97	1.95	1.55	45.24	24.43	23.17	44.07	41.67	-0.04	-0.04	-0.00	0.07
TGE	GENERATION ESSENTIALS GROUP	$1.08	35,000	6.71%	1.11	1.19	1.53	2.69	6.13	39.51	9.10	6.07	8.88	2.96	-0.15	-0.17	0.02	0.31
STEC	SANTECH HOLDINGS LTD	$0.96	24,600	-19.08%	1.16	1.01	1.16	1.05	1.09	42.93	36.92	43.09	46.68	52.39	-0.01	-0.01	-0.00	-0.07
MAAS	MAASE INC	$4.28	10,000	16.28%	4.07	3.95	3.63	3.69	4.91	63.08	57.10	62.04	81.42	90.29	0.16	0.13	0.03	0.34
GROW	U S GLOBAL INVESTORS INC	$2.43	28,400	33.96%	2.44	2.39	2.53	2.50	2.39	48.86	72.49	71.43	84.47	86.59	-0.01	-0.03	0.02	0.81

Asset Management Stocks FAQ

What are the best asset management stocks to buy right now in Dec 2025?

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:

1. Bcp Investment (NASDAQ:BCIC)

Bcp Investment (NASDAQ:BCIC) 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 Bcp Investment (NASDAQ:BCIC) is: Value: B, Growth: B, Momentum: C, Sentiment: B, Safety: C, Financials: C, and AI: C.

Bcp Investment (NASDAQ:BCIC) has a Due Diligence Score of 38, which is 5 points higher than the asset management industry average of 33.

BCIC passed 13 out of 38 due diligence checks and has average fundamentals. Bcp Investment has seen its stock lose -21.33% over the past year, underperforming other asset management stocks by -16 percentage points.

2. Cion Investment (NYSE:CION)

Cion Investment (NYSE:CION) is the #2 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 Cion Investment (NYSE:CION) is: Value: B, Growth: B, Momentum: C, Sentiment: B, Safety: C, Financials: C, and AI: C.

Cion Investment (NYSE:CION) has a Due Diligence Score of 29, which is -4 points lower than the asset management industry average of 33. Although this number is below the industry average, our proven quant model rates CION as a "A".

CION passed 10 out of 38 due diligence checks and has average fundamentals. Cion Investment has seen its stock lose -13.04% over the past year, underperforming other asset management stocks by -8 percentage points.

Cion Investment has an average 1 year price target of $8.50, a downside of -14.49% from Cion Investment's current stock price of $9.94.

Cion Investment stock has a consensus Strong Sell recommendation according to Wall Street analysts. Of the 1 analyst covering Cion Investment, 0% have issued a Strong Buy rating, 0% have issued a Buy, 0% have issued a hold, while 0% have issued a Sell rating, and 100% have issued a Strong Sell.

3. Federated Hermes (NYSE:FHI)

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: C, Safety: B, Financials: A, and AI: B.

Federated Hermes (NYSE:FHI) has a Due Diligence Score of 50, which is 17 points higher than the asset management industry average of 33.

FHI passed 19 out of 38 due diligence checks and has strong fundamentals. Federated Hermes has seen its stock return 17.41% over the past year, overperforming other asset management stocks by 23 percentage points.

Federated Hermes has an average 1 year price target of $52.00, an upside of 2.26% from Federated Hermes's current stock price of $50.85.

Federated Hermes stock has a consensus Buy recommendation according to Wall Street analysts. Of the 5 analysts covering Federated Hermes, 20% have issued a Strong Buy rating, 20% have issued a Buy, 60% 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 82 asset management stocks that have issued dividends in the past year, the 3 asset management stocks with the highest dividend yields are:

1. Prospect Capital (NASDAQ:PSEC)

Prospect Capital (NASDAQ:PSEC) has an annual dividend yield of 20.22%, which is 13 percentage points higher than the asset management industry average of 7.09%. 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 -62.1% indicates that its high dividend yield might not be sustainable for the long-term.

2. Goldman Sachs Bdc (NYSE:GSBD)

Goldman Sachs Bdc (NYSE:GSBD) has an annual dividend yield of 19.54%, which is 12 percentage points higher than the asset management industry average of 7.09%. Goldman Sachs Bdc's dividend payout is not stable, having dropped more than 10% five times in the last 10 years. Goldman Sachs Bdc's dividend has shown consistent growth over the last 10 years.

Goldman Sachs Bdc's dividend payout ratio of 169.8% indicates that its high dividend yield might not be sustainable for the long-term.

3. Ofs Capital (NASDAQ:OFS)

Ofs Capital (NASDAQ:OFS) has an annual dividend yield of 19.32%, which is 12 percentage points higher than the asset management industry average of 7.09%. Ofs Capital's dividend payout is not stable, having dropped more than 10% one times in the last 10 years. Ofs Capital's dividend has not shown consistent growth over the last 10 years.

Ofs Capital's dividend payout ratio of 566.7% indicates that its high dividend yield might not be sustainable for the long-term.

Why are asset management stocks up?

Asset management stocks were up 0.38% in the last day, and up 2.44% over the last week.

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

What are the most undervalued asset management stocks?

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:

1. Virtus Investment Partners (NYSE:VRTS)

Virtus Investment Partners (NYSE:VRTS) 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.

Virtus Investment Partners has a valuation score of 71, which is 31 points higher than the asset management industry average of 40. It passed 5 out of 7 valuation due diligence checks.

Virtus Investment Partners's stock has dropped -34.66% in the past year. It has underperformed other stocks in the asset management industry by -29 percentage points.

2. Noah Holdings (NYSE:NOAH)

Noah Holdings (NYSE:NOAH) 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.

Noah Holdings has a valuation score of 14, which is -26 points higher than the asset management industry average of 40. It passed 1 out of 7 valuation due diligence checks. Although this number is below the industry average, our proven quant model rates NOAH a Valuation Rating of "A".

Noah Holdings's stock has dropped -15.58% in the past year. It has underperformed other stocks in the asset management industry by -10 percentage points.

3. Diamond Hill Investment Group (NASDAQ:DHIL)

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 46 points higher than the asset management industry average of 40. It passed 6 out of 7 valuation due diligence checks.

Diamond Hill Investment Group's stock has dropped -29.69% in the past year. It has underperformed other stocks in the asset management industry by -24 percentage points.

Are asset management stocks a good buy now?

40.3% of asset management stocks rated by analysts are a buy right now. On average, analysts expect asset management stocks to rise by 13.86% over the next year.

2.41% of asset management stocks have a Zen Rating of A (Strong Buy), 12.05% of asset management stocks are rated B (Buy), 62.65% are rated C (Hold), 19.28% are rated D (Sell), and 3.61% are rated F (Strong Sell).

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

The average P/E ratio of the asset management industry is 41.55x.

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.

Sectors & Industries Financial ServicesAsset Management
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.

Asset Management Stocks FAQ

1. Bcp Investment (NASDAQ:BCIC)

2. Cion Investment (NYSE:CION)

3. Federated Hermes (NYSE:FHI)

1. Prospect Capital (NASDAQ:PSEC)

2. Goldman Sachs Bdc (NYSE:GSBD)

3. Ofs Capital (NASDAQ:OFS)

1. Virtus Investment Partners (NYSE:VRTS)

2. Noah Holdings (NYSE:NOAH)

3. Diamond Hill Investment Group (NASDAQ:DHIL)

Company

Stock Tools

Stock Ideas

Sectors & IndustriesFinancial ServicesAsset ManagementBest 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.

Asset Management Stocks FAQ

1. Bcp Investment (NASDAQ:BCIC)

2. Cion Investment (NYSE:CION)

3. Federated Hermes (NYSE:FHI)

1. Prospect Capital (NASDAQ:PSEC)

2. Goldman Sachs Bdc (NYSE:GSBD)

3. Ofs Capital (NASDAQ:OFS)

1. Virtus Investment Partners (NYSE:VRTS)

2. Noah Holdings (NYSE:NOAH)

3. Diamond Hill Investment Group (NASDAQ:DHIL)

Company

Stock Tools

Stock Ideas

Sectors & Industries Financial ServicesAsset Management
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.