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 114th 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
AAMI
ACADIAN ASSET MANAGEMENT INC
NYSE
Asset Management
$2.41B$67.353.49%$154.90M30.48x7.06
United States
WT
WISDOMTREE INC
NYSE
Asset Management
$2.41B$17.005.00%$177.94M22.08x2.66
United States
BEN
FRANKLIN RESOURCES INC
NYSE
Asset Management
$15.57B$29.971.77%$1.65B22.88x1.61
United States
AMG
AFFILIATED MANAGERS GROUP INC
NYSE
Asset Management
$7.86B$294.671.93%$1.15B11.70x1.48
United States
GCMG
GCM GROSVENOR INC
NASDAQ
Asset Management
$2.21B$10.921.87%$89.29M12.55x25.43
United States
NOAH
NOAH HOLDINGS LTD
NYSE
Asset Management
$698.01M$10.411.56%$155.08M8.87x0.18
China
SII
SPROTT INC
NYSE
Asset Management
$3.36B$130.403.49%$94.06M49.96x0.43
Canada
SEIC
SEI INVESTMENTS CO
NASDAQ
Asset Management
$10.91B$90.68-0.21%$1.03B15.14x0.21
United States
CSWC
CAPITAL SOUTHWEST CORP
NASDAQ
Asset Management
$1.44B$24.002.04%$121.85M12.83x1.13
United States
HTGC
HERCULES CAPITAL INC
NYSE
Asset Management
$2.95B$16.053.55%$438.06M8.45x1.07
United States
FHI
FEDERATED HERMES INC
NYSE
Asset Management
$4.41B$58.093.07%$571.72M11.32x0.81
United States
VCTR
VICTORY CAPITAL HOLDINGS INC
NASDAQ
Asset Management
$5.03B$78.514.26%$566.55M19.01x0.75
United States
CCAP
CRESCENT CAPITAL BDC INC
NASDAQ
Asset Management
$502.89M$13.622.10%$36.19M14.65x1.30
United States
BCIC
BCP INVESTMENT CORP
NASDAQ
Asset Management
$97.73M$7.891.41%$32.09M7.59x1.50
United States
AMP
AMERIPRISE FINANCIAL INC
NYSE
Asset Management
$43.29B$474.79-0.12%$4.74B12.88x28.15
United States
HLNE
HAMILTON LANE INC
NASDAQ
Asset Management
$5.13B$91.993.80%$342.48M16.25x0.96
United States
RPC
RIDGEPOST CAPITAL INC
NYSE
Asset Management
$868.38M$7.933.66%$81.99M44.06x1.49
United States
WHF
WHITEHORSE FINANCE INC
NASDAQ
Asset Management
$168.98M$7.600.40%$14.34M12.26x1.37
United States
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC
NYSE
Asset Management
$3.02B$37.442.21%$418.36M9.24x1.81
United States
NTRS
NORTHERN TRUST CORP
NASDAQ
Asset Management
$30.78B$166.340.92%$3.30B17.33x12.44
United States
CION
CION INVESTMENT CORP
NYSE
Asset Management
$391.85M$7.763.19%$69.82M-19.90x1.62
United States
OWL
BLUE OWL CAPITAL INC
NYSE
Asset Management
$15.16B$9.759.80%$684.15M81.25x2.91
United States
NCDL
NUVEEN CHURCHILL DIRECT LENDING CORP
NYSE
Asset Management
$722.53M$14.633.54%$65.95M7.87x1.35
United States
PAX
PATRIA INVESTMENTS LTD
NASDAQ
Asset Management
$2.06B$12.913.53%$168.07M18.99xN/A
Cayman Islands
CG
CARLYLE GROUP INC
NASDAQ
Asset Management
$18.08B$50.074.73%$1.34B22.25x3.83
United States
TPG
TPG INC
NASDAQ
Asset Management
$16.76B$43.623.66%$564.71M49.01x7.89
United States
PSEC
PROSPECT CAPITAL CORP
NASDAQ
Asset Management
$1.31B$2.710.74%-$97.13M-3.35x0.66
United States
VRTS
VIRTUS INVESTMENT PARTNERS INC
NYSE
Asset Management
$974.53M$145.551.30%$415.66M7.18x3.48
United States
CNS
COHEN & STEERS INC
NYSE
Asset Management
$3.61B$70.293.84%$217.42M23.51x0.43
United States
FDUS
FIDUS INVESTMENT CORP
NASDAQ
Asset Management
$719.99M$18.972.32%$116.26M8.18x0.92
United States
ALTI
ALTI GLOBAL INC
NASDAQ
Asset Management
$533.38M$3.544.12%-$82.32M-2.88x0.50
United States
IVZ
INVESCO LTD
NYSE
Asset Management
$11.63B$26.212.22%-$692.50M-16.38x1.15
United States
STEP
STEPSTONE GROUP INC
NASDAQ
Asset Management
$6.30B$52.903.54%-$627.65M-7.67x-12.47
United States
VINP
VINCI COMPASS INVESTMENTS LTD
NASDAQ
Asset Management
$724.22M$11.072.12%$90.61M16.11x1.00
Brazil
TROW
PRICE T ROWE GROUP INC
NASDAQ
Asset Management
$22.04B$102.882.40%$3.16B11.00x0.23
United States
STT
STATE STREET CORP
NYSE
Asset Management
$42.30B$152.841.42%$4.10B15.25x13.14
United States
HRZN
HORIZON TECHNOLOGY FINANCE CORP
NASDAQ
Asset Management
$200.30M$4.197.44%$31.21M-69.83x1.55
United States
BK
BANK OF NEW YORK MELLON CORP
NYSE
Asset Management
$92.30B$134.371.59%$8.88B17.99x9.65
United States
BN
BROOKFIELD CORP
NYSE
Asset Management
$111.75B$45.124.52%$29.92B88.47x7.37
Canada
AB
ALLIANCEBERNSTEIN HOLDING LP
NYSE
Asset Management
$3.68B$39.901.45%$332.76M13.43x0.00
United States
PSBD
PALMER SQUARE CAPITAL BDC INC
NYSE
Asset Management
$342.25M$10.972.24%-$6.58M-109.70x1.63
United States
CGBD
CARLYLE SECURED LENDING INC
NASDAQ
Asset Management
$838.23M$11.863.67%$158.06M11.63x1.39
United States
PNNT
PENNANTPARK INVESTMENT CORP
NYSE
Asset Management
$306.89M$4.702.17%$68.22M12.37x1.83
United States
BCSF
BAIN CAPITAL SPECIALTY FINANCE INC
NYSE
Asset Management
$891.29M$13.742.92%$183.09M8.98x1.38
United States
BLK
BLACKROCK INC
NYSE
Asset Management
$165.75B$1,065.602.52%$9.12B29.74x1.94
United States
NMFC
NEW MOUNTAIN FINANCE CORP
NASDAQ
Asset Management
$860.89M$8.542.03%$140.64M53.38x1.45
United States
GSBD
GOLDMAN SACHS BDC INC
NYSE
Asset Management
$1.11B$9.831.24%$234.85M9.54x1.38
United States
TRIN
TRINITY CAPITAL INC
NASDAQ
Asset Management
$1.38B$16.612.66%$216.17M8.47x1.27
United States
SLRC
SLR INVESTMENT CORP
NASDAQ
Asset Management
$861.96M$15.801.02%$160.44M9.29x1.58
United States
SAR
SARATOGA INVESTMENT CORP
NYSE
Asset Management
$377.09M$23.302.78%$88.35M9.63x1.90
United States
KKR
KKR & CO INC
NYSE
Asset Management
$93.02B$104.345.05%$6.40B41.57x10.63
United States
TPVG
TRIPLEPOINT VENTURE GROWTH BDC CORP
NYSE
Asset Management
$221.49M$5.474.99%$75.73M4.48x1.37
United States
SAMG
SILVERCREST ASSET MANAGEMENT GROUP INC
NASDAQ
Asset Management
$155.09M$13.15-0.45%$12.30M23.48x1.63
United States
TSLX
SIXTH STREET SPECIALTY LENDING INC
NYSE
Asset Management
$1.86B$19.603.48%$305.81M10.83x1.13
United States
PFLT
PENNANTPARK FLOATING RATE CAPITAL LTD
NYSE
Asset Management
$889.98M$8.972.99%$133.35M26.38x1.61
United States
MFIC
MIDCAP FINANCIAL INVESTMENT CORP
NASDAQ
Asset Management
$1.09B$11.813.23%$190.25M17.37x1.54
United States
GECC
GREAT ELM CAPITAL CORP
NASDAQ
Asset Management
$76.85M$5.490.92%-$13.38M-2.14x2.02
United States
GLAD
GLADSTONE CAPITAL CORP
NASDAQ
Asset Management
$427.01M$18.902.66%$56.84M11.89x0.87
United States
BAM
BROOKFIELD ASSET MANAGEMENT LTD
NYSE
Asset Management
$78.65B$48.014.28%$2.69B31.18x0.83
Canada
GAIN
GLADSTONE INVESTMENT CORPORATION
NASDAQ
Asset Management
$661.44M$16.611.78%$156.86M5.34x1.08
United States
APO
APOLLO GLOBAL MANAGEMENT INC
NYSE
Asset Management
$74.43B$128.725.27%$6.46B23.07x17.93
United States
OFS
OFS CAPITAL CORP
NASDAQ
Asset Management
$54.26M$4.050.25%-$16.58M-1.64x1.81
United States
BX
BLACKSTONE INC
NYSE
Asset Management
$93.20B$125.584.80%$4.69B32.45x2.98
United States
MAIN
MAIN STREET CAPITAL CORP
NYSE
Asset Management
$5.03B$55.843.89%$631.37M10.12x0.90
United States
GBDC
GOLUB CAPITAL BDC INC
NASDAQ
Asset Management
$3.61B$13.702.70%$607.87M10.87x1.28
United States
SCM
STELLUS CAPITAL INVESTMENT CORP
NYSE
Asset Management
$279.92M$9.671.15%$63.57M10.18x1.81
United States
PFG
PRINCIPAL FINANCIAL GROUP INC
NASDAQ
Asset Management
$21.80B$100.911.28%$2.08B14.27x27.11
United States
BXSL
BLACKSTONE SECURED LENDING FUND
NYSE
Asset Management
$5.76B$24.803.59%$963.52M10.08x1.35
United States
OXSQ
OXFORD SQUARE CAPITAL CORP
NASDAQ
Asset Management
$168.90M$1.934.89%-$9.49M-7.72x1.11
United States
SSSS
SURO CAPITAL CORP
NASDAQ
Asset Management
$339.69M$13.381.75%$53.71M6.66x0.34
United States
TCPC
BLACKROCK TCP CAPITAL CORP
NASDAQ
Asset Management
$364.31M$4.323.60%-$22.84M-4.11x1.76
United States
FSK
FS KKR CAPITAL CORP
NYSE
Asset Management
$3.15B$11.255.34%$475.00M281.25x1.35
United States
BUR
BURFORD CAPITAL LTD
NYSE
Asset Management
$1.08B$4.921.44%$225.43M16.97x1.44
Guernsey
ARCC
ARES CAPITAL CORP
NASDAQ
Asset Management
$13.76B$19.162.62%$1.82B11.75x1.18
United States
ARES
ARES MANAGEMENT CORP
NYSE
Asset Management
$25.93B$117.405.90%$1.74B68.65x4.66
United States
INV
INNVENTURE INC
NASDAQ
Asset Management
$521.25M$6.513.50%-$274.62M-1.21x0.57
United States
MLCI
MOUNT LOGAN CAPITAL INC
NASDAQ
Asset Management
$52.29M$4.672.41%-$45.54M-0.66x16.60
United States
CRBG
COREBRIDGE FINANCIAL INC
NYSE
Asset Management
$13.27B$27.542.19%$591.00M-40.50x30.27
United States
RMCO
ROYALTY MANAGEMENT HOLDING CORP
NASDAQ
Asset Management
$41.96M$2.77-3.48%-$609.80k-55.40x0.22
United States
AURE
AURELION INC
NASDAQ
Asset Management
$18.11M$2.30-0.43%-$22.75M-0.52x-1.11
Hong Kong
PFX
PHENIXFIN CORP
NASDAQ
Asset Management
$81.37M$40.720.00%$7.30M-26.61x0.97
United States
MAAS
MAASE INC
NASDAQ
Asset Management
$154.40M$9.70-5.27%-$9.32M-2.65x1.85
China
TGE
GENERATION ESSENTIALS GROUP
NYSE
Asset Management
$50.40M$1.04-3.70%$17.57M-6.12x0.86
Cayman Islands
ALP
ALPHATON CAPITAL CORP
NASDAQ
Asset Management
$1.35M$0.244.89%-$14.88M-0.03x2.26
Canada
MGLD
MARYGOLD COMPANIES INC
NYSEMKT
Asset Management
$43.24M$1.01-8.27%-$2.19M-14.43x0.23
United States
EQS
EQUUS TOTAL RETURN INC
NYSE
Asset Management
$16.34M$1.172.63%-$13.46M-1.14x0.29
United States
RAND
RAND CAPITAL CORP
NASDAQ
Asset Management
$32.91M$11.083.45%-$7.86M-4.06x0.02
United States
JHG
JANUS HENDERSON GROUP PLC
NYSE
Asset Management
$7.95B$51.610.08%$1.12B9.83x0.42
United Kingdom
BCG
BINAH CAPITAL GROUP INC
NASDAQ
Asset Management
$33.26M$1.996.99%$6.06M39.80x2.84
United States
BENF
BENEFICIENT
NASDAQ
Asset Management
$47.05M$3.31-0.90%-$32.04M-0.04x-2.09
United States
HNNA
HENNESSY ADVISORS INC
NASDAQ
Asset Management
$78.92M$10.000.00%$14.92M8.70x0.61
United States
WHG
WESTWOOD HOLDINGS GROUP INC
NYSE
Asset Management
$155.92M$16.44-1.79%$15.12M19.57x0.28
United States
GROW
U S GLOBAL INVESTORS INC
NASDAQ
Asset Management
$33.01M$2.633.14%$1.74MN/A0.07
United States
WTF
WATON FINANCIAL LTD
NASDAQ
Asset Management
$180.89M$3.7513.64%N/A-8.72x1.49
Hong Kong
GEG
GREAT ELM GROUP INC
NASDAQ
Asset Management
$67.78M$2.070.49%-$8.11M-4.93x1.36
United States
AMTD
AMTD IDEA GROUP
NYSE
Asset Management
$99.73M$1.040.58%$65.66M2.17x0.28
Cayman Islands
CWD
CALIBERCOS INC
NASDAQ
Asset Management
$7.34M$1.040.00%-$12.78M-0.14x81.89
United States
BVC
BITVENTURES LTD
NASDAQ
Asset Management
$84.67M$10.601.73%-$4.88MN/A0.02
China
ICMB
INVESTCORP CREDIT MANAGEMENT BDC INC
NASDAQ
Asset Management
$26.27M$1.821.11%-$794.71k-2.98x2.08
United States

Asset Management Stocks FAQ

What are the best asset management stocks to buy right now in May 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. Acadian Asset Management (NYSE:AAMI)


Acadian Asset Management (NYSE:AAMI) is the #1 top asset management stock out of 99 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 Acadian Asset Management (NYSE:AAMI) is: Value: C, Growth: C, Momentum: B, Sentiment: A, Safety: C, Financials: A, and AI: B.

Acadian Asset Management (NYSE:AAMI) has a Due Diligence Score of 39, which is 8 points higher than the asset management industry average of 31.

AAMI passed 16 out of 38 due diligence checks and has average fundamentals. Acadian Asset Management has seen its stock return 150% over the past year, overperforming other asset management stocks by 138 percentage points.

Acadian Asset Management has an average 1 year price target of $58.00, a downside of -13.88% from Acadian Asset Management's current stock price of $67.35.

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.

2. Wisdomtree (NYSE:WT)


Wisdomtree (NYSE:WT) is the #2 top asset management stock out of 99 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 Wisdomtree (NYSE:WT) is: Value: C, Growth: B, Momentum: C, Sentiment: C, Safety: C, Financials: C, and AI: C.

Wisdomtree (NYSE:WT) has a Due Diligence Score of 46, which is 15 points higher than the asset management industry average of 31.

WT passed 19 out of 38 due diligence checks and has strong fundamentals. Wisdomtree has seen its stock return 95.4% over the past year, overperforming other asset management stocks by 84 percentage points.

Wisdomtree has an average 1 year price target of $17.67, an upside of 3.92% from Wisdomtree's current stock price of $17.00.

Wisdomtree stock has a consensus Hold recommendation according to Wall Street analysts. Of the 3 analysts covering Wisdomtree, 0% have issued a Strong Buy rating, 33.33% have issued a Buy, 66.67% have issued a hold, while 0% have issued a Sell rating, and 0% have issued a Strong Sell.

3. Franklin Resources (NYSE:BEN)


Franklin Resources (NYSE:BEN) is the #3 top asset management stock out of 99 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 Franklin Resources (NYSE:BEN) is: Value: C, Growth: B, Momentum: C, Sentiment: B, Safety: B, Financials: C, and AI: C.

Franklin Resources (NYSE:BEN) has a Due Diligence Score of 37, which is 6 points higher than the asset management industry average of 31.

BEN passed 13 out of 38 due diligence checks and has average fundamentals. Franklin Resources has seen its stock return 59.75% over the past year, overperforming other asset management stocks by 48 percentage points.

Franklin Resources has an average 1 year price target of $30.50, an upside of 1.77% from Franklin Resources's current stock price of $29.97.

Franklin Resources stock has a consensus Hold recommendation according to Wall Street analysts. Of the 6 analysts covering Franklin Resources, 33.33% have issued a Strong Buy rating, 0% have issued a Buy, 33.33% have issued a hold, while 16.67% have issued a Sell rating, and 16.67% have issued a Strong Sell.

What are the asset management stocks with highest dividends?

Out of 78 asset management stocks that have issued dividends in the past year, the 3 asset management stocks with the highest dividend yields are:

1. Horizon Technology Finance (NASDAQ:HRZN)


Horizon Technology Finance (NASDAQ:HRZN) has an annual dividend yield of 29.12%, which is 20 percentage points higher than the asset management industry average of 8.96%. Horizon Technology Finance's dividend payout is not stable, having dropped more than 10% seven times in the last 10 years. Horizon Technology Finance's dividend has not shown consistent growth over the last 10 years.

Horizon Technology Finance's dividend payout ratio of -2,200% indicates that its high dividend yield might not be sustainable for the long-term.

2. Great Elm Capital (NASDAQ:GECC)


Great Elm Capital (NASDAQ:GECC) has an annual dividend yield of 25.68%, which is 17 percentage points higher than the asset management industry average of 8.96%. Great Elm Capital's dividend payout is not stable, having dropped more than 10% seven 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 -57.6% 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 25.19%, which is 16 percentage points higher than the asset management industry average of 8.96%. 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 -48.2% 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 2.37% in the last day, and up 1.76% over the last week. Blue Owl Capital was the among the top gainers in the asset management industry, gaining 9.8% yesterday.

Shares of private credit-related companies are trading higher amid falling Treasury yields and ongoing capex growth by hyperscalers, which will continue to drive demand for specialized funding sources.

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 37 points higher than the asset management industry average of 34. It passed 5 out of 7 valuation due diligence checks.

Virtus Investment Partners's stock has dropped -5.23% in the past year. It has underperformed other stocks in the asset management industry by -17 percentage points.

2. Triplepoint Venture Growth Bdc (NYSE:TPVG)


Triplepoint Venture Growth Bdc (NYSE:TPVG) 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.

Triplepoint Venture Growth Bdc has a valuation score of 43, which is 9 points higher than the asset management industry average of 34. It passed 3 out of 7 valuation due diligence checks.

Triplepoint Venture Growth Bdc's stock has dropped -9.88% in the past year. It has underperformed other stocks in the asset management industry by -21 percentage points.

3. Bcp Investment (NASDAQ:BCIC)


Bcp Investment (NASDAQ:BCIC) 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.

Bcp Investment has a valuation score of 71, which is 37 points higher than the asset management industry average of 34. It passed 5 out of 7 valuation due diligence checks.

Bcp Investment's stock has dropped -35.33% in the past year. It has underperformed other stocks in the asset management industry by -47 percentage points.

Are asset management stocks a good buy now?

34.29% of asset management stocks rated by analysts are a buy right now. On average, analysts expect asset management stocks to rise by 14.87% over the next year.

0% of asset management stocks have a Zen Rating of A (Strong Buy), 5.19% of asset management stocks are rated B (Buy), 77.92% are rated C (Hold), 15.58% are rated D (Sell), and 1.3% 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 32.42x.
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.