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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.

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:

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: B.

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 -20.64% over the past year, underperforming other asset management stocks by -17 percentage points.

Cion Investment (NYSE:CION) is the #2 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 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 "B".

CION passed 10 out of 38 due diligence checks and has average fundamentals. Cion Investment has seen its stock lose -13.65% over the past year, underperforming other asset management stocks by -10 percentage points.

Cion Investment has an average 1 year price target of $8.50, a downside of -15.51% from Cion Investment's current stock price of $10.06.

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.

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 20.57% over the past year, overperforming other asset management stocks by 25 percentage points.

Federated Hermes has an average 1 year price target of $52.00, an upside of 2.42% from Federated Hermes's current stock price of $50.77.

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.

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:

Prospect Capital (NASDAQ:PSEC) has an annual dividend yield of 20.38%, which is 13 percentage points higher than the asset management industry average of 7.02%. 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.

Goldman Sachs Bdc (NYSE:GSBD) has an annual dividend yield of 19.6%, which is 13 percentage points higher than the asset management industry average of 7.02%. 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.

Ofs Capital (NASDAQ:OFS) has an annual dividend yield of 19.28%, which is 12 percentage points higher than the asset management industry average of 7.02%. 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.

Asset management stocks were up 1.49% in the last day, and up 4.07% over the last week. Ares Management was the among the top gainers in the asset management industry, gaining 7.27% yesterday.

Shares of stocks in the broader financial sector are trading higher amid overall market strength following the Fed's rate cut announcement.

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:

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 -34.2% in the past year. It has underperformed other stocks in the asset management industry by -30 percentage points.

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 -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 "A".

Noah Holdings's stock has dropped -22.15% in the past year. It has underperformed other stocks in the asset management industry by -18 percentage points.

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 -28.71% in the past year. It has underperformed other stocks in the asset management industry by -25 percentage points.

40.3% of asset management stocks rated by analysts are a buy right now. On average, analysts expect asset management stocks to rise by 12.86% over the next year.

1.2% of asset management stocks have a Zen Rating of A (Strong Buy), 9.64% of asset management stocks are rated B (Buy), 65.06% are rated C (Hold), 20.48% are rated D (Sell), and 3.61% are rated F (Strong Sell).