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 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
AMG
AFFILIATED MANAGERS GROUP INC
NYSE
Asset Management
$7.35B$275.550.10%$1.15B10.94x1.48
United States
SII
SPROTT INC
NYSE
Asset Management
$3.54B$137.190.69%$94.06M52.56x0.43
Canada
VCTR
VICTORY CAPITAL HOLDINGS INC
NASDAQ
Asset Management
$4.33B$67.590.13%$566.55M16.37x0.75
United States
GCMG
GCM GROSVENOR INC
NASDAQ
Asset Management
$1.96B$9.69-2.71%$89.29M11.14x25.43
United States
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC
NYSE
Asset Management
$2.89B$35.81-0.33%$418.36M8.84x1.81
United States
AAMI
ACADIAN ASSET MANAGEMENT INC
NYSE
Asset Management
$1.86B$51.94-0.36%$154.90M23.50x7.06
United States
BEN
FRANKLIN RESOURCES INC
NYSE
Asset Management
$12.33B$23.67-0.96%$1.53B21.92x1.50
United States
WT
WISDOMTREE INC
NYSE
Asset Management
$1.97B$13.913.11%$177.94M18.06x2.66
United States
PAX
PATRIA INVESTMENTS LTD
NASDAQ
Asset Management
$1.81B$11.36-1.30%$168.07M16.71xN/A
Cayman Islands
RPC
RIDGEPOST CAPITAL INC
NYSE
Asset Management
$772.01M$7.05-4.21%$81.99M39.17x1.49
United States
VINP
VINCI COMPASS INVESTMENTS LTD
NASDAQ
Asset Management
$727.17M$10.260.10%$87.46M15.48x1.00
Brazil
CSWC
CAPITAL SOUTHWEST CORP
NASDAQ
Asset Management
$1.32B$21.91-0.41%$121.85M11.72x1.13
United States
FHI
FEDERATED HERMES INC
NYSE
Asset Management
$4.28B$56.330.07%$571.72M10.98x0.81
United States
CCAP
CRESCENT CAPITAL BDC INC
NASDAQ
Asset Management
$469.66M$12.72-2.23%$36.19M13.68x1.30
United States
SEIC
SEI INVESTMENTS CO
NASDAQ
Asset Management
$9.58B$78.34-0.32%$991.77M13.60x0.23
United States
HTGC
HERCULES CAPITAL INC
NYSE
Asset Management
$2.60B$14.14-2.48%$438.06M7.44x1.07
United States
NOAH
NOAH HOLDINGS LTD
NYSE
Asset Management
$797.13M$11.45-0.35%N/AN/A0.17
China
CG
CARLYLE GROUP INC
NASDAQ
Asset Management
$17.07B$47.26-0.88%$1.34B21.00x3.83
United States
IVZ
INVESCO LTD
NYSE
Asset Management
$10.64B$23.980.88%-$692.50M-14.99x1.15
United States
WHF
WHITEHORSE FINANCE INC
NASDAQ
Asset Management
$156.75M$7.050.00%$14.34M11.37x1.37
United States
AMP
AMERIPRISE FINANCIAL INC
NYSE
Asset Management
$40.86B$448.171.19%$4.74B12.16x28.15
United States
HLNE
HAMILTON LANE INC
NASDAQ
Asset Management
$5.55B$99.55-2.41%$342.48M17.59x0.96
United States
OWL
BLUE OWL CAPITAL INC
NYSE
Asset Management
$13.93B$8.96-1.43%$684.15M74.67x2.91
United States
FDUS
FIDUS INVESTMENT CORP
NASDAQ
Asset Management
$659.27M$17.37-1.70%$116.26M7.49x0.92
United States
TPG
TPG INC
NASDAQ
Asset Management
$15.41B$40.100.35%$564.71M45.06x7.89
United States
AB
ALLIANCEBERNSTEIN HOLDING LP
NYSE
Asset Management
$3.37B$36.55-2.25%$332.76M12.31x0.00
United States
BENF
BENEFICIENT
NASDAQ
Asset Management
$52.45M$3.69-5.63%-$32.04M-0.05x-2.09
United States
TROW
PRICE T ROWE GROUP INC
NASDAQ
Asset Management
$19.36B$88.800.93%$3.16B9.59x0.21
United States
ALTI
ALTI GLOBAL INC
NASDAQ
Asset Management
$501.55M$3.42-2.29%-$127.06M-1.70x0.45
United States
VRTS
VIRTUS INVESTMENT PARTNERS INC
NYSE
Asset Management
$872.09M$130.250.17%$415.66M6.43x3.48
United States
PSEC
PROSPECT CAPITAL CORP
NASDAQ
Asset Management
$1.23B$2.54-1.17%-$97.13M-3.14x0.66
United States
BN
BROOKFIELD CORP
NYSE
Asset Management
$97.14B$39.22-0.58%$29.92B76.90x7.37
Canada
NTRS
NORTHERN TRUST CORP
NASDAQ
Asset Management
$26.08B$140.372.36%$3.12B15.99x12.67
United States
BCIC
BCP INVESTMENT CORP
NASDAQ
Asset Management
$92.28M$7.453.19%$32.09M7.16x1.50
United States
NCDL
NUVEEN CHURCHILL DIRECT LENDING CORP
NYSE
Asset Management
$651.42M$13.19-1.35%$65.95M7.09x1.35
United States
CION
CION INVESTMENT CORP
NYSE
Asset Management
$349.94M$6.930.29%$69.82M-17.77x1.62
United States
BAM
BROOKFIELD ASSET MANAGEMENT LTD
NYSE
Asset Management
$70.23B$42.87-1.08%$2.69B27.84x0.83
Canada
OFS
OFS CAPITAL CORP
NASDAQ
Asset Management
$43.14M$3.222.55%-$16.58M-1.30x1.81
United States
STEP
STEPSTONE GROUP INC
NASDAQ
Asset Management
$5.64B$47.34-0.63%-$627.65M-6.86x-12.47
United States
HRZN
HORIZON TECHNOLOGY FINANCE CORP
NASDAQ
Asset Management
$201.26M$4.21-0.47%$31.21M-70.17x1.55
United States
CRBG
COREBRIDGE FINANCIAL INC
NYSE
Asset Management
$11.31B$23.48-0.97%$591.00M-34.53x30.27
United States
CNS
COHEN & STEERS INC
NYSE
Asset Management
$3.24B$63.09-0.65%$217.42M21.10x0.43
United States
KKR
KKR & CO INC
NYSE
Asset Management
$81.05B$90.910.08%$6.40B36.22x10.63
United States
BLK
BLACKROCK INC
NYSE
Asset Management
$151.82B$976.060.15%$9.12B27.24x1.94
United States
STT
STATE STREET CORP
NYSE
Asset Management
$35.20B$126.282.48%$3.83B13.22x12.15
United States
SLRC
SLR INVESTMENT CORP
NASDAQ
Asset Management
$771.95M$14.15-1.74%$160.44M8.32x1.58
United States
OXSQ
OXFORD SQUARE CAPITAL CORP
NASDAQ
Asset Management
$149.64M$1.710.00%-$9.49M-6.84x1.11
United States
PSBD
PALMER SQUARE CAPITAL BDC INC
NYSE
Asset Management
$325.41M$10.43-1.97%-$6.58M-104.30x1.63
United States
APO
APOLLO GLOBAL MANAGEMENT INC
NYSE
Asset Management
$64.33B$111.250.72%$6.46B19.94x17.93
United States
BX
BLACKSTONE INC
NYSE
Asset Management
$80.14B$107.98-1.25%$4.69B27.90x2.98
United States
PNNT
PENNANTPARK INVESTMENT CORP
NYSE
Asset Management
$299.71M$4.59-2.34%$68.22M12.08x1.83
United States
PFG
PRINCIPAL FINANCIAL GROUP INC
NASDAQ
Asset Management
$19.02B$87.721.35%$1.60B16.49x27.68
United States
BK
BANK OF NEW YORK MELLON CORP
NYSE
Asset Management
$80.99B$117.901.32%$8.88B15.78x9.65
United States
SAR
SARATOGA INVESTMENT CORP
NYSE
Asset Management
$352.33M$21.77-1.89%$88.35M9.00x1.90
United States
TPVG
TRIPLEPOINT VENTURE GROWTH BDC CORP
NYSE
Asset Management
$189.09M$4.67-3.31%$75.73M3.83x1.37
United States
MAIN
MAIN STREET CAPITAL CORP
NYSE
Asset Management
$4.94B$54.85-0.33%$631.37M9.94x0.90
United States
NMFC
NEW MOUNTAIN FINANCE CORP
NASDAQ
Asset Management
$778.23M$7.72-1.03%$140.64M48.25x1.45
United States
SAMG
SILVERCREST ASSET MANAGEMENT GROUP INC
NASDAQ
Asset Management
$155.68M$13.20-3.83%$12.30M23.57x1.63
United States
GSBD
GOLDMAN SACHS BDC INC
NYSE
Asset Management
$1.03B$9.15-0.97%$234.85M8.88x1.38
United States
GECC
GREAT ELM CAPITAL CORP
NASDAQ
Asset Management
$69.57M$4.97-1.58%-$13.38M-1.93x2.02
United States
GAIN
GLADSTONE INVESTMENT CORPORATION
NASDAQ
Asset Management
$559.90M$14.06-1.33%$156.86M4.52x1.08
United States
CGBD
CARLYLE SECURED LENDING INC
NASDAQ
Asset Management
$792.29M$11.21-0.44%$158.06M10.99x1.39
United States
TRIN
TRINITY CAPITAL INC
NASDAQ
Asset Management
$1.20B$14.47-1.03%$216.17M7.38x1.27
United States
BCSF
BAIN CAPITAL SPECIALTY FINANCE INC
NYSE
Asset Management
$793.34M$12.23-1.92%$183.09M7.99x1.38
United States
GBDC
GOLUB CAPITAL BDC INC
NASDAQ
Asset Management
$3.28B$12.45-1.35%$607.87M9.88x1.28
United States
GLAD
GLADSTONE CAPITAL CORP
NASDAQ
Asset Management
$387.02M$17.13-2.95%$56.84M10.77x0.87
United States
TSLX
SIXTH STREET SPECIALTY LENDING INC
NYSE
Asset Management
$1.68B$17.75-2.53%$305.81M9.81x1.13
United States
PFLT
PENNANTPARK FLOATING RATE CAPITAL LTD
NYSE
Asset Management
$799.70M$8.06-1.59%$133.35M23.71x1.61
United States
MFIC
MIDCAP FINANCIAL INVESTMENT CORP
NASDAQ
Asset Management
$1.01B$10.90-1.54%$190.25M16.03x1.54
United States
SCM
STELLUS CAPITAL INVESTMENT CORP
NYSE
Asset Management
$266.31M$9.20-2.75%$63.57M9.68x1.81
United States
BXSL
BLACKSTONE SECURED LENDING FUND
NYSE
Asset Management
$5.60B$24.09-1.47%$963.52M9.79x1.35
United States
BUR
BURFORD CAPITAL LTD
NYSE
Asset Management
$1.68B$7.68-1.66%$225.43M26.48x1.44
Guernsey
FSK
FS KKR CAPITAL CORP
NYSE
Asset Management
$2.81B$10.04-3.28%$475.00M251.00x1.35
United States
ARCC
ARES CAPITAL CORP
NASDAQ
Asset Management
$12.90B$17.96-1.75%$2.02B9.66x1.18
United States
BBUC
BROOKFIELD BUSINESS CORP
NYSE
Asset Management
$2.23B$30.54-1.20%$417.00MN/A-29.37
United States
ARES
ARES MANAGEMENT CORP
NYSE
Asset Management
$23.42B$106.04-1.01%$1.74B62.01x4.66
United States
TCPC
BLACKROCK TCP CAPITAL CORP
NASDAQ
Asset Management
$304.44M$3.61-2.43%-$22.84M-3.44x1.76
United States
SSSS
SURO CAPITAL CORP
NASDAQ
Asset Management
$251.08M$9.890.20%$53.71M4.92x0.34
United States
INV
INNVENTURE INC
NASDAQ
Asset Management
$261.76M$4.192.95%-$296.82M-0.63x0.79
United States
MLCI
MOUNT LOGAN CAPITAL INC
NASDAQ
Asset Management
$43.22M$3.86-4.93%-$45.54M-0.55x16.60
United States
SWKH
SWK HOLDINGS CORP
NASDAQ
Asset Management
$202.85M$16.77-0.18%$25.10M-79.86x0.16
United States
EQS
EQUUS TOTAL RETURN INC
NYSE
Asset Management
$25.56M$1.836.40%-$14.37M-1.68x0.19
United States
TGE
GENERATION ESSENTIALS GROUP
NYSE
Asset Management
$67.46M$1.27-4.51%N/A0.77x0.56
Cayman Islands
WHG
WESTWOOD HOLDINGS GROUP INC
NYSE
Asset Management
$149.57M$15.77-2.11%$15.12M18.77x0.28
United States
GROW
U S GLOBAL INVESTORS INC
NASDAQ
Asset Management
$36.40M$2.90-3.01%$1.74MN/A0.07
United States
JHG
JANUS HENDERSON GROUP PLC
NYSE
Asset Management
$8.03B$52.102.68%$1.12B9.92x0.42
United Kingdom
GEG
GREAT ELM GROUP INC
NASDAQ
Asset Management
$60.90M$1.86-1.06%-$8.11M-4.43x1.36
United States
WTF
WATON FINANCIAL LTD
NASDAQ
Asset Management
$151.47M$3.14-7.65%N/A-7.30x1.49
Hong Kong
AURE
AURELION INC
NASDAQ
Asset Management
$14.81M$1.88-2.59%-$22.75M-0.42x-1.11
Hong Kong
CWD
CALIBERCOS INC
NASDAQ
Asset Management
$7.49M$1.255.93%-$15.84M-0.06x18.28
United States
AMTD
AMTD IDEA GROUP
NYSE
Asset Management
$80.76M$0.99-0.50%N/A1.64x0.29
Cayman Islands
DHIL
DIAMOND HILL INVESTMENT GROUP INC
NASDAQ
Asset Management
$467.06M$172.640.01%$67.87M9.64x0.48
United States
BCG
BINAH CAPITAL GROUP INC
NASDAQ
Asset Management
$33.70M$2.03-6.45%$6.73M67.67x2.73
United States
MAAS
MAASE INC
NASDAQ
Asset Management
$88.66M$5.57-0.89%-$9.32M-1.52x1.85
China
BVC
BITVENTURES LTD
NASDAQ
Asset Management
$63.90M$8.00-1.23%-$4.88MN/A0.02
China
RMCO
ROYALTY MANAGEMENT HOLDING CORP
NASDAQ
Asset Management
$52.54M$3.47-2.80%-$244.57k-347.00x0.28
United States
ICMB
INVESTCORP CREDIT MANAGEMENT BDC INC
NASDAQ
Asset Management
$27.11M$1.886.21%$8.02M-188.00x1.90
United States
PFX
PHENIXFIN CORP
NASDAQ
Asset Management
$79.93M$40.000.00%$7.30M-26.14x0.97
United States
MGLD
MARYGOLD COMPANIES INC
NYSEMKT
Asset Management
$51.37M$1.20-2.44%-$2.19M-17.14x0.23
United States
MRCC
MONROE CAPITAL CORP
NASDAQ
Asset Management
$99.88M$4.61-1.71%$10.97M-19.21x1.24
United States

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: B, Growth: C, Momentum: C, Sentiment: C, Safety: C, Financials: B, and AI: B.

Affiliated Managers Group (NYSE:AMG) has a Due Diligence Score of 50, which is 19 points higher than the asset management industry average of 31.

AMG passed 20 out of 38 due diligence checks and has strong fundamentals. Affiliated Managers Group has seen its stock return 60.38% over the past year, overperforming other asset management stocks by 64 percentage points.

Affiliated Managers Group has an average 1 year price target of $366.50, an upside of 33.01% from Affiliated Managers Group's current stock price of $275.55.

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. Sprott (NYSE:SII)


Sprott (NYSE:SII) is the #2 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 Sprott (NYSE:SII) is: Value: D, Growth: B, Momentum: B, Sentiment: B, Safety: D, Financials: B, and AI: B.

Sprott (NYSE:SII) has a Due Diligence Score of 27, which is -4 points lower than the asset management industry average of 31. Although this number is below the industry average, our proven quant model rates SII as a "B".

SII passed 11 out of 38 due diligence checks and has average fundamentals. Sprott has seen its stock return 208.15% over the past year, overperforming other asset management stocks by 212 percentage points.

Sprott has an average 1 year price target of $132.00, a downside of -3.78% from Sprott's current stock price of $137.19.

Sprott stock has a consensus Hold recommendation according to Wall Street analysts. Of the 1 analyst covering Sprott, 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. Victory Capital Holdings (NASDAQ:VCTR)


Victory Capital Holdings (NASDAQ:VCTR) 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 Victory Capital Holdings (NASDAQ:VCTR) is: Value: C, Growth: C, Momentum: C, Sentiment: C, Safety: C, Financials: B, and AI: C.

Victory Capital Holdings (NASDAQ:VCTR) has a Due Diligence Score of 62, which is 31 points higher than the asset management industry average of 31.

VCTR passed 22 out of 38 due diligence checks and has strong fundamentals. Victory Capital Holdings has seen its stock return 8.32% over the past year, overperforming other asset management stocks by 12 percentage points.

Victory Capital Holdings has an average 1 year price target of $75.20, an upside of 11.26% from Victory Capital Holdings's current stock price of $67.59.

Victory Capital Holdings stock has a consensus Buy recommendation according to Wall Street analysts. Of the 5 analysts covering Victory Capital Holdings, 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.

What are the asset management stocks with highest dividends?

Out of 84 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 31.68%, which is 22 percentage points higher than the asset management industry average of 9.7%. 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.

2. Horizon Technology Finance (NASDAQ:HRZN)


Horizon Technology Finance (NASDAQ:HRZN) has an annual dividend yield of 30.17%, which is 20 percentage points higher than the asset management industry average of 9.7%. 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.

3. Great Elm Capital (NASDAQ:GECC)


Great Elm Capital (NASDAQ:GECC) has an annual dividend yield of 28.37%, which is 19 percentage points higher than the asset management industry average of 9.7%. 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.

Why are asset management stocks up?

Asset management stocks were up 0.07% in the last day, and down -0.37% over the last week. Apollo Global Management was the among the top gainers in the asset management industry, gaining 0.72% yesterday.

Apollo Global Management shares are trading lower following reports suggesting the company capped investor withdrawals from its flagship private credit fund. Also, BMO Capital maintained a Market Perform rating on the stock and cut its price target from $135 to $116.

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 35 points higher than the asset management industry average of 36. It passed 5 out of 7 valuation due diligence checks.

Virtus Investment Partners's stock has dropped -27.15% in the past year. It has underperformed other stocks in the asset management industry by -23 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 7 points higher than the asset management industry average of 36. It passed 3 out of 7 valuation due diligence checks.

Triplepoint Venture Growth Bdc's stock has dropped -34.59% in the past year. It has underperformed other stocks in the asset management industry by -31 percentage points.

3. Noah Holdings (NYSE:NOAH)


Noah Holdings (NYSE:NOAH) 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.

Noah Holdings has a valuation score of 14, which is -22 points higher than the asset management industry average of 36. 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 2.6% in the past year. It has overperformed other stocks in the asset management industry by 7 percentage points.

Are asset management stocks a good buy now?

33.33% of asset management stocks rated by analysts are a buy right now. On average, analysts expect asset management stocks to rise by 28.37% over the next year.

1.25% of asset management stocks have a Zen Rating of A (Strong Buy), 6.25% of asset management stocks are rated B (Buy), 71.25% are rated C (Hold), 18.75% are rated D (Sell), and 2.5% 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 28.67x.
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.