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
D
Asset Management is Zen Rated D and is the 109th ranked industry out of 145 stock market industries
Learn how the Zen Ratings work
Ticker
Company
Exchange
Industry
Zen Rating
Market Cap
Price
1d %
EBITDA
P/E
D/E
Country
DD Score
SSSS
SURO CAPITAL CORP
NASDAQ
Asset Management
$221.86M$9.421.95%-$11.89M-13.08x0.48
United States
AAMI
ACADIAN ASSET MANAGEMENT INC
NYSE
Asset Management
$1.65B$46.094.23%$168.90M19.05x6.32
United States
DHIL
DIAMOND HILL INVESTMENT GROUP INC
NASDAQ
Asset Management
$376.59M$138.191.65%$66.83M7.85x0.38
United States
FHI
FEDERATED HERMES INC
NYSE
Asset Management
$4.04B$52.152.17%$526.46M11.59x0.79
United States
JHG
JANUS HENDERSON GROUP PLC
NYSE
Asset Management
$6.74B$43.213.30%$646.20M16.24x0.38
United Kingdom
AMG
AFFILIATED MANAGERS GROUP INC
NYSE
Asset Management
$6.73B$236.752.59%$740.50M15.90x1.34
United States
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC
NYSE
Asset Management
$3.06B$43.402.38%$384.07M11.51x2.20
United States
VRTS
VIRTUS INVESTMENT PARTNERS INC
NYSE
Asset Management
$1.30B$187.952.16%$423.19M10.97x2.99
United States
WT
WISDOMTREE INC
NYSE
Asset Management
$1.95B$13.251.61%$125.27M33.97x1.40
United States
TPG
TPG INC
NASDAQ
Asset Management
$21.18B$56.062.09%$358.06M295.05x8.48
United States
VCTR
VICTORY CAPITAL HOLDINGS INC
NASDAQ
Asset Management
$4.52B$67.181.82%$472.92M14.70x1.26
United States
CSWC
CAPITAL SOUTHWEST CORP
NASDAQ
Asset Management
$1.12B$20.143.44%$99.97M12.13x1.05
United States
VINP
VINCI COMPASS INVESTMENTS LTD
NASDAQ
Asset Management
$766.66M$11.163.14%$66.53M22.73x0.82
Brazil
GECC
GREAT ELM CAPITAL CORP
NASDAQ
Asset Management
$86.76M$7.50-2.47%$34.70M4.78x1.92
United States
BUR
BURFORD CAPITAL LTD
NYSE
Asset Management
$2.44B$11.14-0.36%N/A11.73x1.24
Guernsey
NOAH
NOAH HOLDINGS LTD
NYSE
Asset Management
$807.34M$11.575.09%N/A10.13x0.22
China
GCMG
GCM GROSVENOR INC
NASDAQ
Asset Management
$2.23B$11.480.26%$66.54M30.21x-23.64
United States
SEIC
SEI INVESTMENTS CO
NASDAQ
Asset Management
$10.20B$82.521.60%$994.57M15.20x0.12
United States
TROW
PRICE T ROWE GROUP INC
NASDAQ
Asset Management
$23.15B$105.363.87%$2.96B11.76x0.24
United States
OXSQ
OXFORD SQUARE CAPITAL CORP
NASDAQ
Asset Management
$145.14M$1.866.90%$6.47M-93.00x0.75
United States
PAX
PATRIA INVESTMENTS LTD
NASDAQ
Asset Management
$2.27B$14.223.04%$145.32M26.24xN/A
Cayman Islands
TRIN
TRINITY CAPITAL INC
NASDAQ
Asset Management
$1.04B$14.832.70%$210.38M6.39x1.21
United States
PNNT
PENNANTPARK INVESTMENT CORP
NYSE
Asset Management
$428.34M$6.562.82%$98.21M8.30x1.61
United States
BCSF
BAIN CAPITAL SPECIALTY FINANCE INC
NYSE
Asset Management
$888.70M$13.703.16%$191.63M8.25x1.44
United States
BX
BLACKSTONE INC
NYSE
Asset Management
$115.40B$158.162.85%$4.02B47.78x3.18
United States
AMP
AMERIPRISE FINANCIAL INC
NYSE
Asset Management
$45.42B$481.810.50%$4.24B14.74x29.40
United States
HTGC
HERCULES CAPITAL INC
NYSE
Asset Management
$3.11B$17.132.57%$348.07M11.34x0.99
United States
SAMG
SILVERCREST ASSET MANAGEMENT GROUP INC
NASDAQ
Asset Management
$184.86M$14.711.45%$19.09M16.72x0.82
United States
ALTI
ALTI GLOBAL INC
NASDAQ
Asset Management
$541.15M$3.692.79%-$146.15M-1.85x0.37
United States
STT
STATE STREET CORP
NYSE
Asset Management
$32.40B$114.192.87%$3.63B12.63x12.80
United States
PFG
PRINCIPAL FINANCIAL GROUP INC
NASDAQ
Asset Management
$17.75B$79.670.31%$1.54B15.97x27.27
United States
BCIC
BCP INVESTMENT CORP
NASDAQ
Asset Management
$147.75M$11.200.27%$9.57M-12.04x1.60
United States
AB
ALLIANCEBERNSTEIN HOLDING LP
NYSE
Asset Management
$4.28B$38.681.31%$414.55M11.48x0.00
United States
FDUS
FIDUS INVESTMENT CORP
NASDAQ
Asset Management
$694.29M$19.832.69%$105.45M8.51x0.83
United States
CNS
COHEN & STEERS INC
NYSE
Asset Management
$3.40B$66.680.80%$225.02M20.97x0.40
United States
SII
SPROTT INC
NYSE
Asset Management
$2.16B$83.741.25%$73.89M43.16x0.27
Canada
STEP
STEPSTONE GROUP INC
NASDAQ
Asset Management
$7.62B$65.423.99%-$170.58M-25.96x15.68
United States
BEN
FRANKLIN RESOURCES INC
NYSE
Asset Management
$11.86B$22.840.75%$1.22B44.78x1.49
United States
CION
CION INVESTMENT CORP
NYSE
Asset Management
$485.45M$9.322.08%$84.23M-49.05x1.48
United States
HRZN
HORIZON TECHNOLOGY FINANCE CORP
NASDAQ
Asset Management
$245.76M$6.093.22%-$1.47M-6.48x1.59
United States
NMFC
NEW MOUNTAIN FINANCE CORP
NASDAQ
Asset Management
$988.09M$9.294.03%$219.18M12.22x1.42
United States
BK
BANK OF NEW YORK MELLON CORP
NYSE
Asset Management
$74.97B$106.301.68%$8.09B16.08x10.04
United States
BLK
BLACKROCK INC
NYSE
Asset Management
$178.87B$1,155.122.01%$9.77B27.61x1.93
United States
OWL
BLUE OWL CAPITAL INC
NYSE
Asset Management
$24.98B$16.124.40%$611.33M134.33x2.52
United States
PX
P10 INC
NYSE
Asset Management
$1.15B$10.512.54%$71.79M80.85x1.61
United States
MAIN
MAIN STREET CAPITAL CORP
NYSE
Asset Management
$5.04B$56.572.67%$671.90M9.59x0.86
United States
ARES
ARES MANAGEMENT CORP
NYSE
Asset Management
$46.91B$143.631.95%$1.67B83.99x4.13
United States
KKR
KKR & CO INC
NYSE
Asset Management
$107.27B$120.442.22%$6.20B48.56x11.05
United States
GBDC
GOLUB CAPITAL BDC INC
NASDAQ
Asset Management
$3.68B$13.803.53%$661.93M9.65x1.31
United States
BBUC
BROOKFIELD BUSINESS CORP
NYSE
Asset Management
$2.64B$36.157.08%$464.00MN/A-86.18
United States
MFIC
MIDCAP FINANCIAL INVESTMENT CORP
NASDAQ
Asset Management
$1.09B$11.702.09%$225.06M11.04x1.52
United States
TSLX
SIXTH STREET SPECIALTY LENDING INC
NYSE
Asset Management
$2.04B$21.693.98%$337.22M10.79x1.11
United States
IVZ
INVESCO LTD
NYSE
Asset Management
$10.39B$23.293.65%$927.00M25.04x0.98
United States
BAM
BROOKFIELD ASSET MANAGEMENT LTD
NYSE
Asset Management
$91.85B$56.963.45%$2.58BN/A0.48
Canada
GSBD
GOLDMAN SACHS BDC INC
NYSE
Asset Management
$1.16B$9.863.03%$171.92M21.91x1.26
United States
SAR
SARATOGA INVESTMENT CORP
NYSE
Asset Management
$352.19M$21.871.30%$86.56M9.43x1.94
United States
NCDL
NUVEEN CHURCHILL DIRECT LENDING CORP
NYSE
Asset Management
$677.59M$13.723.00%$97.85M6.47x1.34
United States
TPVG
TRIPLEPOINT VENTURE GROWTH BDC CORP
NYSE
Asset Management
$215.33M$5.341.91%$69.15M5.18x1.26
United States
WTF
WATON FINANCIAL LTD
NASDAQ
Asset Management
$270.61M$5.611.45%-$11.16M-19.34x1.41
Hong Kong
GLAD
GLADSTONE CAPITAL CORP
NASDAQ
Asset Management
$450.17M$20.164.40%$94.69M5.95x0.61
United States
BXSL
BLACKSTONE SECURED LENDING FUND
NYSE
Asset Management
$5.98B$25.993.88%$1.00B9.18x1.18
United States
WHF
WHITEHORSE FINANCE INC
NASDAQ
Asset Management
$157.12M$6.763.52%$9.15M17.33x1.41
United States
CRBG
COREBRIDGE FINANCIAL INC
NYSE
Asset Management
$17.00B$31.560.96%$657.00M-40.46x31.38
United States
HLNE
HAMILTON LANE INC
NASDAQ
Asset Management
$6.84B$122.843.87%$292.79M23.35x1.06
United States
CG
CARLYLE GROUP INC
NASDAQ
Asset Management
$21.09B$58.404.04%$1.68B19.27x3.18
United States
BN
BROOKFIELD CORP
NYSE
Asset Management
$110.60B$44.804.11%$28.30B152.38x7.39
Canada
PSBD
PALMER SQUARE CAPITAL BDC INC
NYSE
Asset Management
$402.21M$12.522.62%$16.35M22.76x1.60
United States
GAIN
GLADSTONE INVESTMENT CORPORATION
NASDAQ
Asset Management
$522.07M$13.663.48%$109.88M6.29x1.17
United States
CCAP
CRESCENT CAPITAL BDC INC
NASDAQ
Asset Management
$513.30M$13.853.67%$45.83M11.54x1.28
United States
NTRS
NORTHERN TRUST CORP
NASDAQ
Asset Management
$24.29B$127.031.85%$3.03B14.86x12.36
United States
CGBD
CARLYLE SECURED LENDING INC
NASDAQ
Asset Management
$890.15M$12.214.09%$143.99M10.01x1.15
United States
PSEC
PROSPECT CAPITAL CORP
NASDAQ
Asset Management
$1.29B$2.784.12%-$321.65M-2.06x0.73
United States
FSK
FS KKR CAPITAL CORP
NYSE
Asset Management
$4.13B$14.764.24%$701.00M18.92x1.38
United States
TCPC
BLACKROCK TCP CAPITAL CORP
NASDAQ
Asset Management
$483.86M$5.694.21%$61.45M-35.56x1.62
United States
OFS
OFS CAPITAL CORP
NASDAQ
Asset Management
$96.87M$7.230.56%$25.90M9.51x1.71
United States
SLRC
SLR INVESTMENT CORP
NASDAQ
Asset Management
$781.22M$14.321.78%$156.50M8.79x1.56
United States
SCM
STELLUS CAPITAL INVESTMENT CORP
NYSE
Asset Management
$347.25M$12.221.50%$73.65M8.49x1.76
United States
ARCC
ARES CAPITAL CORP
NASDAQ
Asset Management
$13.75B$19.493.12%$2.11B9.55x1.07
United States
PFLT
PENNANTPARK FLOATING RATE CAPITAL LTD
NYSE
Asset Management
$870.14M$8.773.06%$157.80M10.57x1.32
United States
APO
APOLLO GLOBAL MANAGEMENT INC
NYSE
Asset Management
$70.04B$122.443.57%$5.45B22.63x19.96
United States
CWD
CALIBERCOS INC
NASDAQ
Asset Management
$9.25M$3.83-5.43%-$10.79M-0.21x-3.87
United States
INV
INNVENTURE INC
NASDAQ
Asset Management
$182.08M$3.25-6.07%-$275.21M-0.46x0.59
United States
STEC
SANTECH HOLDINGS LTD
NASDAQ
Asset Management
$39.76M$1.425.97%N/AN/A46.12
China
PFX
PHENIXFIN CORP
NASDAQ
Asset Management
$93.38M$46.60-1.69%$15.13M15.23x0.96
United States
AMTD
AMTD IDEA GROUP
NYSE
Asset Management
$84.83M$1.04-4.15%$55.21M1.44x0.27
Cayman Islands
HNNA
HENNESSY ADVISORS INC
NASDAQ
Asset Management
$79.59M$10.22-2.48%$16.19M8.11x0.64
United States
ICMB
INVESTCORP CREDIT MANAGEMENT BDC INC
NASDAQ
Asset Management
$42.14M$2.921.74%$15.88M5.41x1.95
United States
SWKH
SWK HOLDINGS CORP
NASDAQ
Asset Management
$202.25M$16.65-0.06%$28.70M11.73x0.16
United States
MRCC
MONROE CAPITAL CORP
NASDAQ
Asset Management
$151.01M$6.972.65%$21.53M77.44x1.20
United States
MGLD
MARYGOLD COMPANIES INC
NYSEMKT
Asset Management
$45.39M$1.06-0.93%-$4.94M-7.57x0.32
United States
RMCO
ROYALTY MANAGEMENT HOLDING CORP
NASDAQ
Asset Management
$45.94M$3.120.97%-$167.94k-312.00x0.21
United States
TGE
GENERATION ESSENTIALS GROUP
NYSE
Asset Management
$32.13M$1.68-10.16%N/AN/A-1.45
Cayman Islands
RAND
RAND CAPITAL CORP
NASDAQ
Asset Management
$42.23M$14.22-0.20%-$6.91M-5.85x0.02
United States
BCG
BINAH CAPITAL GROUP INC
NASDAQ
Asset Management
$33.20M$2.0017.65%$4.42M-16.67x3.14
United States
EQS
EQUUS TOTAL RETURN INC
NYSE
Asset Management
$30.84M$2.279.13%-$16.25M-1.89x0.09
United States
BENF
BENEFICIENT
NASDAQ
Asset Management
$4.85M$0.505.26%$67.85M0.06x-1.79
United States
GEG
GREAT ELM GROUP INC
NASDAQ
Asset Management
$71.04M$2.451.24%$18.38M5.21x1.04
United States
AURE
PRESTIGE WEALTH INC
NASDAQ
Asset Management
$54.17M$1.1712.50%N/A-1.56x0.14
Hong Kong
GROW
U S GLOBAL INVESTORS INC
NASDAQ
Asset Management
$33.57M$2.590.97%-$379.00k-86.33x0.06
United States
MAAS
MAASE INC
NASDAQ
Asset Management
$12.63M$3.050.00%N/A-0.91x1.16
China

Asset Management Stocks FAQ

What are the best asset management stocks to buy right now in Oct 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. Suro Capital (NASDAQ:SSSS)


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: B, 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 91.08% over the past year, overperforming other asset management stocks by 90 percentage points.

Suro Capital has an average 1 year price target of $10.33, an upside of 9.69% from Suro Capital's current stock price of $9.42.

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.

2. Acadian Asset Management (NYSE:AAMI)


Acadian Asset Management (NYSE:AAMI) 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 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 73.27% over the past year, overperforming other asset management stocks by 72 percentage points.

Acadian Asset Management has an average 1 year price target of $39.67, a downside of -13.94% from Acadian Asset Management's current stock price of $46.09.

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.

3. Diamond Hill Investment Group (NASDAQ:DHIL)


Diamond Hill Investment Group (NASDAQ:DHIL) 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 Diamond Hill Investment Group (NASDAQ:DHIL) is: Value: B, Growth: C, Momentum: C, Sentiment: C, Safety: B, Financials: A, and AI: B.

Diamond Hill Investment Group (NASDAQ:DHIL) has a Due Diligence Score of 45, which is 13 points higher than the asset management industry average of 32.

DHIL passed 16 out of 38 due diligence checks and has strong fundamentals. Diamond Hill Investment Group has seen its stock lose -11.07% over the past year, underperforming other asset management stocks by -13 percentage points.

What are the asset management stocks with highest dividends?

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:

1. Triplepoint Venture Growth Bdc (NYSE:TPVG)


Triplepoint Venture Growth Bdc (NYSE:TPVG) has an annual dividend yield of 21.16%, which is 14 percentage points higher than the asset management industry average of 7.46%. Triplepoint Venture Growth Bdc's dividend payout is not stable, having dropped more than 10% five times in the last 10 years. Triplepoint Venture Growth Bdc's dividend has not shown consistent growth over the last 10 years.

Triplepoint Venture Growth Bdc's dividend payout ratio of 116.5% indicates that its high dividend yield might not be sustainable for the long-term.

2. Whitehorse Finance (NASDAQ:WHF)


Whitehorse Finance (NASDAQ:WHF) has an annual dividend yield of 20.71%, which is 13 percentage points higher than the asset management industry average of 7.46%. Whitehorse Finance's dividend payout is not stable, having dropped more than 10% six times in the last 10 years. Whitehorse Finance's dividend has shown consistent growth over the last 10 years.

Whitehorse Finance's dividend payout ratio of 457.7% indicates that its high dividend yield might not be sustainable for the long-term.

3. Great Elm Capital (NASDAQ:GECC)


Great Elm Capital (NASDAQ:GECC) has an annual dividend yield of 20.13%, which is 13 percentage points higher than the asset management industry average of 7.46%. 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.

Why are asset management stocks up?

Asset management stocks were up 2.14% in the last day, and down -2.53% over the last week. Brookfield was the among the top gainers in the asset management industry, gaining 4.11% yesterday.

Shares of broader financial services stocks are trading higher amid an overall market rebound on hopes of easing US-China trade tensions.

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. Great Elm Capital (NASDAQ:GECC)


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 -26.11% in the past year. It has underperformed other stocks in the asset management industry by -28 percentage points.

2. Virtus Investment Partners (NYSE:VRTS)


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 -11.67% in the past year. It has underperformed other stocks in the asset management industry by -13 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 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 -11.07% in the past year. It has underperformed other stocks in the asset management industry by -13 percentage points.

Are asset management stocks a good buy now?

31.88% of asset management stocks rated by analysts are a buy right now. On average, analysts expect asset management stocks to rise by 11.4% over the next year.

2.44% of asset management stocks have a Zen Rating of A (Strong Buy), 3.66% of asset management stocks are rated B (Buy), 84.15% are rated C (Hold), 8.54% are rated D (Sell), and 1.22% 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 44.92x.
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.