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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: C.

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 -25.74% over the past year, underperforming other asset management stocks by -24 percentage points.

Cion Investment (NYSE:CION) 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 Cion Investment (NYSE:CION) is: Value: C, Growth: B, Momentum: C, Sentiment: B, Safety: C, Financials: C, and AI: C.

Cion Investment (NYSE:CION) has a Due Diligence Score of 33, which is equal to the asset management industry average of 33.

CION passed 11 out of 38 due diligence checks and has average fundamentals. Cion Investment has seen its stock lose -14.72% over the past year, underperforming other asset management stocks by -13 percentage points.

Cion Investment has an average 1 year price target of $8.50, a downside of -15.17% from Cion Investment's current stock price of $10.02.

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: B, 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 25.77% over the past year, overperforming other asset management stocks by 28 percentage points.

Federated Hermes has an average 1 year price target of $52.00, a downside of -1.44% from Federated Hermes's current stock price of $52.76.

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:

Great Elm Capital (NASDAQ:GECC) has an annual dividend yield of 22.3%, which is 15 percentage points higher than the asset management industry average of 7.28%. 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 -274.5% indicates that its high dividend yield might not be sustainable for the long-term.

Prospect Capital (NASDAQ:PSEC) has an annual dividend yield of 21.69%, which is 14 percentage points higher than the asset management industry average of 7.28%. 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 20.62%, which is 13 percentage points higher than the asset management industry average of 7.28%. Goldman Sachs Bdc's dividend payout is not stable, having dropped more than 10% six times in the last 10 years. Goldman Sachs Bdc's dividend has not 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.

Asset management stocks were down -0.54% in the last day, and down -1.09% over the last week.

We couldn't find a catalyst for why asset management stocks are down.

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:

Noah Holdings (NYSE:NOAH) 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.

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 -19.11% in the past year. It has underperformed other stocks in the asset management industry by -17 percentage points.

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 -29.43% in the past year. It has underperformed other stocks in the asset management industry by -28 percentage points.

Corebridge Financial (NYSE:CRBG) 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.

Corebridge Financial 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.

Corebridge Financial's stock has gained 1.77% in the past year. It has overperformed other stocks in the asset management industry by 4 percentage points.

42.65% of asset management stocks rated by analysts are a buy right now. On average, analysts expect asset management stocks to rise by 15.88% over the next year.

2.44% of asset management stocks have a Zen Rating of A (Strong Buy), 8.54% of asset management stocks are rated B (Buy), 67.07% are rated C (Hold), 18.29% are rated D (Sell), and 3.66% are rated F (Strong Sell).