Sectors & IndustriesFinancial ServicesAsset Management
Best Asset Management Stocks to Buy Now (2026)
Top asset management stocks in 2026 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
D
Asset Management is Zen Rated D and is the 102nd ranked industry out of 145 stock market industries
Learn how the Zen Ratings work
Ticker
Company
Market Cap
Dividend Yield
Payout Ratio
Last Dividend
Annual Dividend
Dividend Percentile
Dividend Dropped Count (L10Y)
Ex-dividend Date
Div. Payment Date
AMG
AFFILIATED MANAGERS GROUP INC
$8.35B0.01%0.20%$0.0100$0.040%12026-03-09
CION
CION INVESTMENT CORP
$415.43M20.40%292.20%$0.1000$1.6499%32026-03-132026-03-27
BCIC
BCP INVESTMENT CORP
$151.48M17.01%197.30%$0.4700$1.9798%5
SII
SPROTT INC
$4.26B0.18%23.00%$0.3000$0.302%1
WT
WISDOMTREE INC
$2.48B0.68%15.60%$0.0300$0.1214%1
HRZN
HORIZON TECHNOLOGY FINANCE CORP
$268.96M21.78%-197.00%$0.1100$1.3299%62026-03-13
AAMI
ACADIAN ASSET MANAGEMENT INC
$1.96B0.07%1.80%$0.0100$0.041%12026-03-132026-03-27
FHI
FEDERATED HERMES INC
$4.33B2.39%26.50%$0.3400$1.3652%3
BEN
FRANKLIN RESOURCES INC
$14.06B4.78%119.40%$0.3300$1.2981%12026-03-312026-04-10
VCTR
VICTORY CAPITAL HOLDINGS INC
$4.42B2.13%35.60%$0.4900$1.4747%02026-03-102026-03-25
GCMG
GCM GROSVENOR INC
$2.37B3.93%51.70%$0.1200$0.4675%02026-03-16
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC
$3.26B9.57%95.60%$1.5800$3.8793%10
VINP
VINCI COMPASS INVESTMENTS LTD
$827.11M4.98%122.90%$0.1500$0.6082%3
PAX
PATRIA INVESTMENTS LTD
$2.09B4.57%88.30%$0.1500$0.6079%32026-03-12
NOAH
NOAH HOLDINGS LTD
$825.67MN/AN/A$1.0749N/AN/A0
CSWC
CAPITAL SOUTHWEST CORP
$1.36B13.08%147.30%$0.1934$2.9596%82026-03-132026-03-31
IVZ
INVESCO LTD
$11.59B3.21%-52.50%$0.2100$0.8466%12026-03-03
TPG
TPG INC
$16.99B4.66%222.50%$0.6100$2.0680%52026-03-05
HLNE
HAMILTON LANE INC
$5.96B1.98%37.30%$0.5400$2.1143%02026-03-202026-04-06
CCAP
CRESCENT CAPITAL BDC INC
$488.49M13.45%196.80%$0.4200$1.7896%132026-03-312026-04-15
SEIC
SEI INVESTMENTS CO
$10.07B1.23%17.50%$0.5200$1.0129%0
CG
CARLYLE GROUP INC
$18.93B2.67%62.20%$0.3500$1.4057%9
HTGC
HERCULES CAPITAL INC
$2.68B12.88%98.90%$0.4700$1.8896%12026-03-04
RPC
RIDGEPOST CAPITAL INC
$883.71M1.88%85.60%$0.0380$0.1541%02026-03-20
AMP
AMERIPRISE FINANCIAL INC
$43.34B1.35%17.40%$1.6000$6.4031%0
FDUS
FIDUS INVESTMENT CORP
$682.42M11.96%92.70%$0.5000$2.1595%42026-03-202026-03-30
TROW
PRICE T ROWE GROUP INC
$20.70B5.35%54.90%$1.2700$5.0884%12026-03-162026-03-30
ALTI
ALTI GLOBAL INC
$676.07MN/A0.00%N/AN/AN/AN/A
OWL
BLUE OWL CAPITAL INC
$16.60B8.43%562.50%$0.2250$0.9092%0
NTRS
NORTHERN TRUST CORP
$26.99B2.13%35.30%$0.8000$3.1047%02026-03-062026-04-01
VRTS
VIRTUS INVESTMENT PARTNERS INC
$941.86M5.01%45.90%$2.4000$7.0582%02026-04-302026-05-13
PSEC
PROSPECT CAPITAL CORP
$1.33B19.64%-66.70%$0.0450$0.5499%22026-03-272026-03-19
STEP
STEPSTONE GROUP INC
$5.28B3.34%-20.90%$0.2800$1.4867%12026-03-13
APO
APOLLO GLOBAL MANAGEMENT INC
$61.55B1.44%27.40%$0.5100$1.5333%6
SSSS
SURO CAPITAL CORP
$238.88M5.26%8.70%$0.2500$0.5083%5
BENF
BENEFICIENT
$61.55MN/A0.00%N/AN/AN/AN/A
BLK
BLACKROCK INC
$166.17B1.95%58.20%$5.2100$20.8443%12026-03-062026-03-24
AB
ALLIANCEBERNSTEIN HOLDING LP
$3.61B8.65%116.80%$0.9600$3.3892%92026-03-12
OXSQ
OXFORD SQUARE CAPITAL CORP
$148.64M23.08%-1,050.00%$0.0350$0.4299%42026-03-172026-03-31
BAM
BROOKFIELD ASSET MANAGEMENT LTD
$77.22B3.85%117.90%$0.5020$1.8274%12026-03-31
BX
BLACKSTONE INC
$85.60B3.30%122.50%$1.4900$3.8167%9
BCSF
BAIN CAPITAL SPECIALTY FINANCE INC
$834.86M11.89%100.00%$0.4500$1.5395%32026-03-162026-03-30
CRBG
COREBRIDGE FINANCIAL INC
$12.51B3.70%-141.20%$0.2400$0.9672%02026-03-172026-03-31
KKR
KKR & CO INC
$80.78B0.82%22.10%$0.1850$0.7418%12026-03-03
WHF
WHITEHORSE FINANCE INC
$156.19M21.43%366.30%$0.2500$1.4499%7
STT
STATE STREET CORP
$36.08B2.47%33.50%$0.8400$3.2054%02026-04-012026-04-13
MAIN
MAIN STREET CAPITAL CORP
$5.19B7.38%77.00%$0.2600$4.2590%242026-03-062026-03-13
NCDL
NUVEEN CHURCHILL DIRECT LENDING CORP
$643.51M13.81%96.80%$0.4500$1.8097%02026-03-312026-04-28
PSBD
PALMER SQUARE CAPITAL BDC INC
$340.07M15.23%-1,660.00%$0.4300$1.6698%02026-03-272026-04-09
MFIC
MIDCAP FINANCIAL INVESTMENT CORP
$934.11M15.00%223.50%$0.3800$1.5297%42026-03-102026-03-26
PFG
PRINCIPAL FINANCIAL GROUP INC
$20.78B3.21%57.90%$0.7900$3.0866%12026-03-112026-03-27
OFS
OFS CAPITAL CORP
$56.27M28.33%566.70%$0.1700$1.19100%2
TCPC
BLACKROCK TCP CAPITAL CORP
$346.18M27.28%-106.70%$0.2500$1.12100%52026-03-172026-03-31
SLRC
SLR INVESTMENT CORP
$804.14M11.13%96.50%$0.4100$1.6495%12026-03-132026-03-27
NMFC
NEW MOUNTAIN FINANCE CORP
$785.28M16.43%800.00%$0.3200$1.2898%22026-03-172026-03-31
CNS
COHEN & STEERS INC
$3.52B2.72%82.90%$0.6200$1.8658%62026-03-092026-03-19
GLAD
GLADSTONE CAPITAL CORP
$417.07M10.86%127.00%$0.1500$2.0194%32026-03-232026-03-31
SAR
SARATOGA INVESTMENT CORP
$381.62M12.68%113.20%$0.2500$2.9996%42026-03-032026-03-19
CGBD
CARLYLE SECURED LENDING INC
$788.75M14.78%161.80%$0.4000$1.6597%42026-03-312026-04-16
PNNT
PENNANTPARK INVESTMENT CORP
$331.70M18.90%252.60%$0.0800$0.9698%3
BK
BANK OF NEW YORK MELLON CORP
$82.06B1.72%27.60%$0.5300$2.0638%0
SAMG
SILVERCREST ASSET MANAGEMENT GROUP INC
$189.94M5.28%114.10%$0.2100$0.8283%02026-03-132026-03-20
TRIN
TRINITY CAPITAL INC
$1.24B15.96%121.40%$0.1700$2.3898%22026-03-132026-03-31
BN
BROOKFIELD CORP
$108.53B0.55%63.60%$0.0600$0.2411%12026-03-172026-03-31
GSBD
GOLDMAN SACHS BDC INC
$1.03B20.52%182.50%$0.3200$1.8899%62026-03-092026-03-20
TSLX
SIXTH STREET SPECIALTY LENDING INC
$1.67B10.94%113.30%$0.0100$1.9394%342026-03-162026-03-20
TPVG
TRIPLEPOINT VENTURE GROWTH BDC CORP
$212.91M20.49%134.50%$0.2500$1.0899%5
GAIN
GLADSTONE INVESTMENT CORPORATION
$550.74M10.85%48.20%$0.0800$1.5094%192026-03-232026-03-31
PFLT
PENNANTPARK FLOATING RATE CAPITAL LTD
$824.50M14.84%361.80%$0.1030$1.2397%4
ARCC
ARES CAPITAL CORP
$13.63B10.12%103.20%$0.4800$1.9293%02026-03-132026-03-31
SCM
STELLUS CAPITAL INVESTMENT CORP
$293.24M15.36%147.00%$0.1130$1.5698%22026-03-312026-03-13
GBDC
GOLUB CAPITAL BDC INC
$3.23B9.53%123.80%$0.3900$1.1793%112026-03-132026-03-30
BXSL
BLACKSTONE SECURED LENDING FUND
$5.62B12.73%125.20%$0.7700$3.0896%22026-03-312026-04-24
BBUC
BROOKFIELD BUSINESS CORP
$2.57B0.18%N/A$0.0630$0.062%0
ARES
ARES MANAGEMENT CORP
$25.04B3.95%262.00%$1.1200$4.4875%42026-03-172026-03-31
FSK
FS KKR CAPITAL CORP
$3.04B25.81%7,000.00%$0.7000$2.80100%92026-03-182026-04-02
BUR
BURFORD CAPITAL LTD
$1.91BN/A21.70%$0.0600N/AN/A0
GECC
GREAT ELM CAPITAL CORP
$87.21M23.76%-274.50%$0.3700$1.4899%6
MLCI
MOUNT LOGAN CAPITAL INC
$65.85M0.58%N/A$0.0300$0.0312%0
INV
INNVENTURE INC
$170.55MN/A0.00%N/AN/AN/AN/A
AMTD
AMTD IDEA GROUP
$81.16MN/A0.00%N/AN/AN/AN/A
DHIL
DIAMOND HILL INVESTMENT GROUP INC
$467.25M5.79%55.80%$5.5000$10.0086%2
CWD
CALIBERCOS INC
$7.61MN/A0.00%N/AN/AN/AN/A
MGLD
MARYGOLD COMPANIES INC
$44.10MN/A0.00%N/AN/AN/AN/A
PFX
PHENIXFIN CORP
$86.84MN/A-93.50%$1.3100N/AN/A6
ICMB
INVESTCORP CREDIT MANAGEMENT BDC INC
$42.02M17.84%-5,000.00%$0.1400$0.5298%5
BVC
BITVENTURES LTD
$53.52MN/AN/AN/AN/AN/AN/A
EQS
EQUUS TOTAL RETURN INC
$19.97MN/A0.00%N/AN/AN/AN/A
MAAS
MAASE INC
$93.28MN/A0.00%N/AN/AN/AN/A
SWKH
SWK HOLDINGS CORP
$196.92M0.00%215.10%N/A$0.00N/AN/A
AURE
AURELION INC
$18.03MN/A0.00%N/AN/AN/AN/A
RAND
RAND CAPITAL CORP
$35.49M14.39%-120.70%$0.8500$1.7297%32026-03-112026-03-25
TGE
GENERATION ESSENTIALS GROUP
$79.67MN/A0.00%N/AN/AN/AN/A
MRCC
MONROE CAPITAL CORP
$126.96M15.87%-526.30%$0.1800$0.9398%2
RMCO
ROYALTY MANAGEMENT HOLDING CORP
$59.65M0.19%-50.00%$0.0025$0.012%02026-03-312026-04-10
BCG
BINAH CAPITAL GROUP INC
$35.03MN/A0.00%N/AN/AN/AN/A
JHG
JANUS HENDERSON GROUP PLC
$8.03B2.30%22.90%$0.4000$1.2050%0
HNNA
HENNESSY ADVISORS INC
$78.29M5.67%48.00%$0.1500$0.5685%02026-03-04
WHG
WESTWOOD HOLDINGS GROUP INC
$162.48M2.61%69.00%$0.1500$0.4556%22026-03-032026-04-01
GROW
U S GLOBAL INVESTORS INC
$42.05M2.69%N/A$0.0075$0.0957%12026-03-162026-03-30

Asset Management Stocks FAQ

What are the best asset management stocks to buy right now in Mar 2026?

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. Affiliated Managers Group (NYSE:AMG)


Affiliated Managers Group (NYSE:AMG) is the #1 top asset management stock out of 102 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 Affiliated Managers Group (NYSE:AMG) is: Value: C, Growth: C, Momentum: C, Sentiment: B, Safety: C, Financials: B, and AI: C.

Affiliated Managers Group (NYSE:AMG) has a Due Diligence Score of 47, which is 15 points higher than the asset management industry average of 32.

AMG passed 19 out of 38 due diligence checks and has strong fundamentals. Affiliated Managers Group has seen its stock return 86.99% over the past year, overperforming other asset management stocks by 87 percentage points.

Affiliated Managers Group has an average 1 year price target of $366.50, an upside of 17.12% from Affiliated Managers Group's current stock price of $312.92.

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

2. Cion Investment (NYSE:CION)


Cion Investment (NYSE:CION) is the #2 top asset management stock out of 102 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: D, Sentiment: B, Safety: C, Financials: C, and AI: C.

Cion Investment (NYSE:CION) has a Due Diligence Score of 27, which is -5 points lower than the asset management industry average of 32. Although this number is below the industry average, our proven quant model rates CION as a "A".

CION passed 9 out of 38 due diligence checks and has average fundamentals. Cion Investment has seen its stock lose -35.63% over the past year, underperforming other asset management stocks by -36 percentage points.

3. Bcp Investment (NASDAQ:BCIC)


Bcp Investment (NASDAQ:BCIC) is the #3 top asset management stock out of 102 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 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 40, which is 8 points higher than the asset management industry average of 32.

BCIC passed 14 out of 38 due diligence checks and has average fundamentals. Bcp Investment has seen its stock lose -32.87% over the past year, underperforming other asset management stocks by -33 percentage points.

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. Ofs Capital (NASDAQ:OFS)


Ofs Capital (NASDAQ:OFS) has an annual dividend yield of 28.33%, which is 19 percentage points higher than the asset management industry average of 8.95%. Ofs Capital's dividend payout is not stable, having dropped more than 10% two 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.

2. Blackrock Tcp Capital (NASDAQ:TCPC)


Blackrock Tcp Capital (NASDAQ:TCPC) has an annual dividend yield of 27.28%, which is 18 percentage points higher than the asset management industry average of 8.95%. Blackrock Tcp Capital's dividend payout is not stable, having dropped more than 10% five times in the last 10 years. Blackrock Tcp Capital's dividend has not shown consistent growth over the last 10 years.

Blackrock Tcp Capital's dividend payout ratio of -106.7% indicates that its high dividend yield might not be sustainable for the long-term.

3. Fs Kkr Capital (NYSE:FSK)


Fs Kkr Capital (NYSE:FSK) has an annual dividend yield of 25.81%, which is 17 percentage points higher than the asset management industry average of 8.95%. Fs Kkr Capital's dividend payout is not stable, having dropped more than 10% nine times in the last 10 years. Fs Kkr Capital's dividend has not shown consistent growth over the last 10 years.

Fs Kkr Capital's dividend payout ratio of 7,000% 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 1.07% in the last day, and up 1.73% over the last week. Generation Essentials Group was the among the top gainers in the asset management industry, gaining 14.5% yesterday.

Shares of oil and gas companies are trading higher after the U.S. and Israel launched strikes against Iran over the weekend. Iran's decision to close the Strait of Hormuz contributes to investor concern that conflict could spread across the region as tensions escalate and disrupt supplies

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 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 -23.45% in the past year. It has underperformed other stocks in the asset management industry by -23 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 B. Valuation is one of 7 Component Grades used to calculate the overall Zen Rating.

Noah Holdings has a valuation score of 14, which is -25 points higher than the asset management industry average of 39. 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 "B".

Noah Holdings's stock has gained 8.01% in the past year. It has overperformed other stocks in the asset management industry by 8 percentage points.

3. Triplepoint Venture Growth Bdc (NYSE:TPVG)


Triplepoint Venture Growth Bdc (NYSE:TPVG) 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.

Triplepoint Venture Growth Bdc 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.

Triplepoint Venture Growth Bdc's stock has dropped -34.21% in the past year. It has underperformed other stocks in the asset management industry by -34 percentage points.

Are asset management stocks a good buy now?

31.88% of asset management stocks rated by analysts are a hold right now. On average, analysts expect asset management stocks to rise by 20.79% over the next year.

2.5% of asset management stocks have a Zen Rating of A (Strong Buy), 13.75% of asset management stocks are rated B (Buy), 68.75% are rated C (Hold), 11.25% are rated D (Sell), and 3.75% 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 34.93x.
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.