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
Zen Rating
Sentiment
Market Cap
Shares
Institutional %
Insider %
Net Insider (L12M)
Net Insider (L3M)
AMG
AFFILIATED MANAGERS GROUP INC
$8.35B26,684,73093.29%6.71%Net Buying
CION
CION INVESTMENT CORP
$415.43M51,670,94737.55%0.84%Net Buying
BCIC
BCP INVESTMENT CORP
$151.48M13,081,25112.55%87.45%Net BuyingNet Buying
SII
SPROTT INC
$4.26B25,786,25851.90%10.10%
WT
WISDOMTREE INC
$2.48B141,616,69869.27%30.73%Net SellingNet Selling
HRZN
HORIZON TECHNOLOGY FINANCE CORP
$268.96M44,383,2929.01%6.67%
AAMI
ACADIAN ASSET MANAGEMENT INC
$1.96B35,722,56827.76%72.24%Net SellingNet Selling
FHI
FEDERATED HERMES INC
$4.33B75,974,66665.75%34.25%Net SellingNet Selling
BEN
FRANKLIN RESOURCES INC
$14.06B520,763,44852.79%44.39%Net BuyingNet Buying
VCTR
VICTORY CAPITAL HOLDINGS INC
$4.42B64,049,63654.98%45.02%Net BuyingNet Buying
GCMG
GCM GROSVENOR INC
$2.37B202,476,79027.75%19.92%Net SellingNet Selling
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC
$3.26B80,586,16081.43%9.17%Net SellingNet Selling
VINP
VINCI COMPASS INVESTMENTS LTD
$827.11M68,696,97214.41%0.00%
PAX
PATRIA INVESTMENTS LTD
$2.09B159,466,99629.86%0.00%
NOAH
NOAH HOLDINGS LTD
$825.67M348,089,7857.53%0.00%
CSWC
CAPITAL SOUTHWEST CORP
$1.36B60,162,02024.83%19.14%Net SellingNet Buying
IVZ
INVESCO LTD
$11.59B443,673,77760.85%39.15%Net SellingNet Selling
TPG
TPG INC
$16.99B384,173,49334.09%4.50%Net SellingNet Selling
HLNE
HAMILTON LANE INC
$5.96B55,775,11445.22%54.78%Net SellingNet Buying
CCAP
CRESCENT CAPITAL BDC INC
$488.49M36,922,69238.52%61.48%Net Selling
SEIC
SEI INVESTMENTS CO
$10.07B122,248,13251.43%48.57%Net SellingNet Selling
CG
CARLYLE GROUP INC
$18.93B361,171,06763.38%33.83%Net SellingNet Selling
HTGC
HERCULES CAPITAL INC
$2.68B183,695,43727.07%7.48%Net BuyingNet Buying
RPC
RIDGEPOST CAPITAL INC
$883.71M109,505,57546.64%29.79%Net SellingNet Selling
AMP
AMERIPRISE FINANCIAL INC
$43.34B91,178,99759.04%40.96%Net SellingNet Selling
FDUS
FIDUS INVESTMENT CORP
$682.42M37,954,36426.49%3.51%
TROW
PRICE T ROWE GROUP INC
$20.70B218,072,90183.56%10.76%Net SellingNet Selling
ALTI
ALTI GLOBAL INC
$676.07M146,653,37321.86%61.97%Net Selling
OWL
BLUE OWL CAPITAL INC
$16.60B1,554,569,59136.52%63.48%Net BuyingNet Selling
NTRS
NORTHERN TRUST CORP
$26.99B185,827,80384.15%6.96%Net SellingNet Selling
VRTS
VIRTUS INVESTMENT PARTNERS INC
$941.86M6,695,51544.27%55.73%Net SellingNet Selling
PSEC
PROSPECT CAPITAL CORP
$1.33B482,489,80916.84%28.09%Net BuyingNet Buying
STEP
STEPSTONE GROUP INC
$5.28B119,161,67863.61%36.39%Net SellingNet Selling
APO
APOLLO GLOBAL MANAGEMENT INC
$61.55B578,247,33864.98%35.02%Net SellingNet Selling
SSSS
SURO CAPITAL CORP
$238.88M25,119,09120.72%17.21%Net SellingNet Selling
BENF
BENEFICIENT
$61.55M14,213,7303.71%29.34%Net Selling
BLK
BLACKROCK INC
$166.17B155,541,53662.86%37.14%Net SellingNet Selling
AB
ALLIANCEBERNSTEIN HOLDING LP
$3.61B92,284,36715.71%26.88%Net BuyingNet Buying
OXSQ
OXFORD SQUARE CAPITAL CORP
$148.64M81,669,4085.03%8.84%
BAM
BROOKFIELD ASSET MANAGEMENT LTD
$77.22B1,638,168,87090.95%0.00%
BX
BLACKSTONE INC
$85.60B742,180,73768.60%8.86%Net SellingNet Buying
BCSF
BAIN CAPITAL SPECIALTY FINANCE INC
$834.86M64,868,50752.74%18.74%Net Buying
CRBG
COREBRIDGE FINANCIAL INC
$12.51B481,685,89170.37%29.63%Net SellingNet Selling
KKR
KKR & CO INC
$80.78B891,550,89460.74%19.44%Net SellingNet Buying
WHF
WHITEHORSE FINANCE INC
$156.19M23,243,08815.63%63.37%Net BuyingNet Buying
STT
STATE STREET CORP
$36.08B278,728,21192.59%3.08%Net SellingNet Selling
MAIN
MAIN STREET CAPITAL CORP
$5.19B90,104,83122.90%7.55%Net SellingNet Buying
NCDL
NUVEEN CHURCHILL DIRECT LENDING CORP
$643.51M49,387,06531.42%14.20%Net Buying
PSBD
PALMER SQUARE CAPITAL BDC INC
$340.07M31,199,16752.39%20.72%Net Selling
MFIC
MIDCAP FINANCIAL INVESTMENT CORP
$934.11M92,211,86934.38%1.63%Net BuyingNet Selling
PFG
PRINCIPAL FINANCIAL GROUP INC
$20.78B216,835,14173.69%2.16%Net SellingNet Selling
OFS
OFS CAPITAL CORP
$56.27M13,398,0785.10%94.90%
TCPC
BLACKROCK TCP CAPITAL CORP
$346.18M84,331,03724.65%1.16%Net BuyingNet Selling
SLRC
SLR INVESTMENT CORP
$804.14M54,554,63432.52%27.72%Net Buying
NMFC
NEW MOUNTAIN FINANCE CORP
$785.28M100,806,57532.56%6.05%Net BuyingNet Buying
CNS
COHEN & STEERS INC
$3.52B51,390,18431.01%68.99%Net BuyingNet Selling
GLAD
GLADSTONE CAPITAL CORP
$417.07M22,593,06913.70%10.21%Net Buying
SAR
SARATOGA INVESTMENT CORP
$381.62M16,184,05812.90%41.67%
CGBD
CARLYLE SECURED LENDING INC
$788.75M70,676,92337.16%2.24%Net Selling
PNNT
PENNANTPARK INVESTMENT CORP
$331.70M65,296,09420.28%8.46%Net SellingNet Selling
BK
BANK OF NEW YORK MELLON CORP
$82.06B686,907,39882.08%17.92%Net SellingNet Selling
SAMG
SILVERCREST ASSET MANAGEMENT GROUP INC
$189.94M12,238,44437.87%62.13%Net Buying
TRIN
TRINITY CAPITAL INC
$1.24B83,174,91324.98%5.63%Net SellingNet Selling
BN
BROOKFIELD CORP
$108.53B2,468,745,30062.05%0.00%
GSBD
GOLDMAN SACHS BDC INC
$1.03B112,569,06733.91%6.02%Net Buying
TSLX
SIXTH STREET SPECIALTY LENDING INC
$1.67B94,705,15052.86%10.26%Net BuyingNet Buying
TPVG
TRIPLEPOINT VENTURE GROWTH BDC CORP
$212.91M40,399,79711.08%12.52%Net BuyingNet Buying
GAIN
GLADSTONE INVESTMENT CORPORATION
$550.74M39,821,96716.65%2.41%
PFLT
PENNANTPARK FLOATING RATE CAPITAL LTD
$824.50M99,217,89622.45%1.39%Net BuyingNet Buying
ARCC
ARES CAPITAL CORP
$13.63B718,022,84533.07%1.05%Net BuyingNet Buying
SCM
STELLUS CAPITAL INVESTMENT CORP
$293.24M28,947,25413.37%5.80%
GBDC
GOLUB CAPITAL BDC INC
$3.23B263,228,18144.21%24.79%Net Selling
BXSL
BLACKSTONE SECURED LENDING FUND
$5.62B232,279,81135.31%0.10%Net Buying
BBUC
BROOKFIELD BUSINESS CORP
$2.57B72,954,44687.70%0.00%
ARES
ARES MANAGEMENT CORP
$25.04B220,902,61393.69%5.77%Net SellingNet Selling
FSK
FS KKR CAPITAL CORP
$3.04B280,066,43332.72%1.72%Net BuyingNet Buying
BUR
BURFORD CAPITAL LTD
$1.91B218,897,44056.03%43.97%Net Selling
GECC
GREAT ELM CAPITAL CORP
$87.21M13,998,1689.00%91.00%Net Selling
MLCI
MOUNT LOGAN CAPITAL INC
$65.85M12,786,79222.91%0.44%
INV
INNVENTURE INC
$170.55M62,471,97126.83%57.60%Net BuyingNet Selling
AMTD
AMTD IDEA GROUP
$81.16M488,450,4970.07%0.00%
DHIL
DIAMOND HILL INVESTMENT GROUP INC
$467.25M2,705,37570.90%23.95%Net Selling
CWD
CALIBERCOS INC
$7.61M5,988,8070.55%99.45%Net Selling
MGLD
MARYGOLD COMPANIES INC
$44.10M42,811,2120.72%86.73%Net BuyingNet Buying
PFX
PHENIXFIN CORP
$86.84M1,998,2594.42%95.58%Net BuyingNet Buying
ICMB
INVESTCORP CREDIT MANAGEMENT BDC INC
$42.02M14,419,7628.16%77.36%
BVC
BITVENTURES LTD
$53.52M15,975,0000.18%0.00%
EQS
EQUUS TOTAL RETURN INC
$19.97M13,966,6960.34%99.66%Net Buying
MAAS
MAASE INC
$93.28M15,917,2410.00%0.00%
SWKH
SWK HOLDINGS CORP
$196.92M12,095,90615.01%84.99%Net Buying
AURE
AURELION INC
$18.03M7,875,065100.00%0.00%
RAND
RAND CAPITAL CORP
$35.49M2,969,8140.72%99.28%Net Buying
TGE
GENERATION ESSENTIALS GROUP
$79.67M53,115,2860.10%0.00%
MRCC
MONROE CAPITAL CORP
$126.96M21,666,34026.13%3.25%
RMCO
ROYALTY MANAGEMENT HOLDING CORP
$59.65M15,140,7342.01%25.05%
BCG
BINAH CAPITAL GROUP INC
$35.03M16,602,4601.83%60.40%Net Buying
JHG
JANUS HENDERSON GROUP PLC
$8.03B154,075,60846.81%53.19%Net BuyingNet Selling
HNNA
HENNESSY ADVISORS INC
$78.29M7,892,17714.04%44.96%Net SellingNet Selling
WHG
WESTWOOD HOLDINGS GROUP INC
$162.48M9,408,13041.90%58.10%Net SellingNet Selling
GROW
U S GLOBAL INVESTORS INC
$42.05M12,552,76035.51%13.89%Net BuyingNet Buying

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.