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 +28.50% 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 94th ranked industry out of 145 stock market industries
Learn how the Zen Ratings work
Ticker
Company
Market Cap
Price
Price Target
Upside/Downside
Top Analysts Upside/Downside
Consensus
Top Analysts Consensus
Analysts
Top Analysts
Fore. Revenue Growth
Fore. Earnings Growth
Forecast ROE
Forecast ROA
AAMI
ACADIAN ASSET MANAGEMENT INC
$3.34B$94.11$85.33-9.33%Hold316.30%50.87%220.95%34.35%
AMG
AFFILIATED MANAGERS GROUP INC
$9.43B$364.66$409.5012.30%Strong Buy28.12%17.25%37.63%12.16%
RPC
RIDGEPOST CAPITAL INC
$869.78M$7.89$13.0064.77%Strong Buy214.75%114.50%40.30%12.84%
SEIC
SEI INVESTMENTS CO
$12.65B$105.38$122.0015.77%Strong Buy58.08%11.31%42.58%32.02%
WT
WISDOMTREE INC
$3.59B$23.72$22.95-3.25%Buy414.00%54.31%52.02%13.23%
WHG
WESTWOOD HOLDINGS GROUP INC
$178.46M$18.70N/AN/AN/AN/AN/AN/AN/AN/A
VCTR
VICTORY CAPITAL HOLDINGS INC
$6.63B$107.76$106.60-1.08%Hold57.93%28.95%26.03%14.81%
IVZ
INVESCO LTD
$13.85B$31.38$32.613.92%Buy92.80%N/A12.61%5.73%
GCMG
GCM GROSVENOR INC
$2.70B$13.29$15.0012.87%Strong Buy49.01%17.62%1,004.12%37.58%
FHI
FEDERATED HERMES INC
$4.34B$58.18$57.00-2.03%Hold44.35%7.03%39.19%21.07%
TPG
TPG INC
$17.89B$46.52$57.3323.24%Buy9-10.84%55.06%143.59%12.65%
BEN
FRANKLIN TEMPLETON INC
$17.09B$33.64$35.174.54%Buy6-3.43%33.44%13.79%4.47%
VRTS
VIRTUS INVESTMENT PARTNERS INC
$859.96M$129.85$142.759.93%Sell4-4.10%20.19%19.47%4.06%
HLNE
HAMILTON LANE INC
$4.87B$88.34$132.7150.23%Strong Buy712.98%8.72%51.11%18.91%
MFIC
MIDCAP FINANCIAL INVESTMENT CORP
$746.30M$9.06$10.1311.75%Buy4-10.78%N/A8.77%3.38%
CION
CION INVESTMENT CORP
$352.29M$7.16$6.50-9.22%Strong Sell1-10.21%267.86%7.29%2.64%
STT
STATE STREET CORP
$50.66B$184.40$196.756.70%Buy125.48%14.91%15.09%1.02%
AMP
AMERIPRISE FINANCIAL INC
$47.32B$535.72$562.134.93%Hold84.85%11.39%86.19%2.77%
PAX
PATRIA INVESTMENTS LTD
$1.68B$10.38$13.0025.24%Hold110.39%86.26%N/AN/A
NOAH
NOAH HOLDINGS LTD
$558.94M$8.18$9.7018.58%Hold1155.36%183.43%255.24%204.65%
BX
BLACKSTONE INC
$94.89B$126.41$147.2516.49%Buy129.59%24.88%84.82%15.33%
CNS
COHEN & STEERS INC
$3.83B$74.43$89.0019.58%Buy15.86%4.81%36.22%23.69%
TRIN
TRINITY CAPITAL INC
$1.68B$17.72$15.75-11.12%Sell28.40%9.28%14.94%6.75%
WHF
WHITEHORSE FINANCE INC
$152.05M$7.08$7.252.40%Sell2-9.33%23.38%8.34%3.49%
NTRS
NORTHERN TRUST CORP
$32.74B$178.95$180.710.98%Hold123.33%7.19%19.58%1.46%
HTGC
HERCULES CAPITAL INC
$3.25B$17.37$18.506.51%Buy66.19%-2.33%16.14%7.83%
DBRG
DIGITALBRIDGE GROUP INC
$2.98B$15.92$16.000.50%Hold1-2.77%-25.75%N/AN/A
PSBD
PALMER SQUARE CAPITAL BDC INC
$318.16M$10.38$10.17-2.05%Hold3-13.94%N/A11.01%3.95%
PSEC
PROSPECT CAPITAL CORP
$1.15B$2.20$2.00-9.09%Strong Sell1-1.29%77.39%6.03%2.74%
GSBD
GOLDMAN SACHS BDC INC
$1.10B$9.80$9.25-5.61%Sell2-3.77%49.12%9.19%3.80%
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC
$2.98B$36.78$39.256.72%Hold42.80%-1.19%77.57%22.32%
GECC
GREAT ELM CAPITAL CORP
$74.59M$5.37N/AN/AN/AN/A-2.66%N/A12.89%5.09%
PFLT
PENNANTPARK FLOATING RATE CAPITAL LTD
$703.45M$7.09$9.5033.99%Strong Buy2-0.63%43.78%9.55%3.69%
BLK
BLACKROCK INC
$168.85B$1,090.27$1.34k22.93%Strong Buy910.65%21.10%21.90%7.17%
TROW
PRICE T ROWE GROUP INC
$22.32B$104.63$106.631.91%Sell80.91%0.26%21.47%15.38%
PFG
PRINCIPAL FINANCIAL GROUP INC
$24.94B$116.47$108.33-6.99%Hold126.78%17.22%23.24%0.80%
OWL
BLUE OWL CAPITAL INC
$15.62B$10.02$12.5024.75%Buy96.23%109.38%93.31%15.10%
MAAS
MAASE INC
$5.07B$15.86N/AN/AN/AN/AN/AN/AN/AN/A
SII
SPROTT INC
$3.29B$128.00$230.0079.69%Buy1N/AN/AN/AN/A
BCIC
BCP INVESTMENT CORP
$88.05M$7.11$9.2530.10%Hold2-9.01%N/A9.43%3.61%
TCPC
BLACKROCK TCP CAPITAL CORP
$338.97M$4.04$4.00-0.99%Hold1-24.91%N/A5.58%2.09%
HRZN
HORIZON TECHNOLOGY FINANCE CORP
$312.38M$4.66$4.670.15%Hold37.23%32.77%12.28%6.16%
BNY
BANK OF NEW YORK MELLON CORP
$104.42B$153.89$143.43-6.80%Buy74.71%9.73%17.03%1.45%
GLAD
GLADSTONE CAPITAL CORP
$435.82M$19.29N/AN/AN/AN/A4.20%-7.77%9.28%4.64%
KKR
KKR & CO INC
$90.51B$100.83$127.0826.04%Strong Buy12-12.54%36.53%27.65%2.07%
OXSQ
OXFORD SQUARE CAPITAL CORP
$135.71M$1.26N/AN/AN/AN/A7.17%N/A17.90%8.32%
HASI
HA SUSTAINABLE INFRASTRUCTURE CAPITAL INC
$4.76B$37.03$49.8634.64%Strong Buy77.86%78.88%20.50%5.83%
SCM
STELLUS CAPITAL INVESTMENT CORP
$226.42M$7.95$9.2516.35%Buy20.22%1.00%8.07%3.02%
FSK
FS KKR CAPITAL CORP
$3.16B$11.43$11.40-0.26%Hold5-9.97%N/A7.03%3.00%
NMFC
NEW MOUNTAIN FINANCE CORP
$671.56M$7.11$7.759.00%Hold2-7.30%N/A9.14%3.89%
TPVG
TRIPLEPOINT VENTURE GROWTH BDC CORP
$197.04M$4.84$5.258.47%Hold20.95%-10.99%7.77%3.39%
FDUS
FIDUS INVESTMENT CORP
$732.52M$19.30$19.501.04%Buy23.64%-1.61%9.38%4.62%
BXSL
BLACKSTONE SECURED LENDING FUND
$5.81B$24.96$24.38-2.34%Hold8-2.67%43.53%9.39%4.04%
VINP
VINCI COMPASS INVESTMENTS LTD
$671.89M$9.48$14.0047.68%Strong Buy1155.69%207.58%153.14%76.73%
BN
BROOKFIELD CORP
$84.86B$37.98$59.0055.34%Strong Buy4-59.74%164.23%20.36%1.83%
ALP
ALPHA COMPUTE CORP
$2.14M$4.56$12.50174.12%Hold1662.41%N/A-0.07%-0.02%
CGBD
CARLYLE SECURED LENDING INC
$792.63M$11.52$12.004.17%Strong Buy1-0.61%67.34%8.92%3.94%
CSWC
CAPITAL SOUTHWEST CORP
$1.49B$23.44$25.338.08%Strong Buy311.94%12.37%14.37%6.57%
PNNT
PENNANTPARK INVESTMENT CORP
$225.27M$3.45$4.8340.09%Hold3-2.48%86.38%6.38%2.16%
SAMG
SILVERCREST ASSET MANAGEMENT GROUP INC
$107.70M$9.09N/AN/AN/AN/A5.91%126.20%46.20%15.20%
APO
APOLLO GLOBAL MANAGEMENT INC
$75.54B$127.91$149.2516.68%Strong Buy12-4.77%65.40%37.39%1.59%
AB
ALLIANCEBERNSTEIN HOLDING LP
$3.39B$36.37$39.679.07%Hold3137.56%8.82%34.26%34.23%
CG
CARLYLE GROUP INC
$14.56B$40.86$60.9149.07%Buy1118.76%83.71%42.65%7.93%
GBDC
GOLUB CAPITAL BDC INC
$3.26B$12.55$14.1712.88%Buy3-1.93%40.25%8.69%3.86%
BVC
BITVENTURES LTD
$107.35M$12.78N/AN/AN/AN/AN/AN/AN/AN/A
BCSF
BAIN CAPITAL SPECIALTY FINANCE INC
$727.18M$11.21$12.5011.51%Hold3-4.48%19.40%7.53%3.11%
ALTI
ALTI GLOBAL INC
$484.98M$3.11N/AN/AN/AN/A8.90%N/A11.70%6.47%
NCDL
NUVEEN CHURCHILL DIRECT LENDING CORP
$595.61M$12.06$13.3110.39%Hold4-4.01%17.76%8.64%3.69%
TSLX
SIXTH STREET SPECIALTY LENDING INC
$1.72B$18.04$19.839.94%Buy6-0.36%39.71%11.37%4.97%
BAM
BROOKFIELD ASSET MANAGEMENT LTD
$73.82B$46.22$55.0019.00%Buy711.63%13.02%60.93%22.80%
FWDI
FORWARD INDUSTRIES INC
$603.33M$8.17$12.5053.00%Strong Buy24.86%N/A2.22%1.75%
ARCC
ARES CAPITAL CORP
$13.96B$19.44$20.364.72%Buy70.66%19.93%9.66%4.40%
SLRC
SLR INVESTMENT CORP
$656.29M$12.03$12.675.30%Strong Sell3-2.71%-0.19%7.42%2.85%
GAIN
GLADSTONE INVESTMENT CORPORATION
$630.78M$15.84$17.007.32%Buy14.64%-48.66%6.83%3.39%
MAIN
MAIN STREET CAPITAL CORP
$5.26B$56.28$60.006.61%Buy46.10%-10.65%12.44%6.63%
CCAP
CRESCENT CAPITAL BDC INC
$361.83M$9.82$12.6328.56%Hold6-4.37%N/A7.44%3.02%
HSDT
SOLANA CO
$188.03M$3.11$3.7520.58%Strong Buy27.31%N/A-14.15%-13.31%
PS
PERSHING SQUARE INC
$19.29B$48.23$40.83-15.34%Buy8N/AN/AN/A21.97%
SAR
SARATOGA INVESTMENT CORP
$286.58M$17.57$21.5022.37%Hold23.22%45.01%8.88%2.81%
FGNX
FG NEXUS INC
$40.51M$7.95$10.0025.79%Strong Buy1-58.23%N/A-59.58%-55.10%
STEP
STEPSTONE GROUP INC
$5.73B$47.45$64.7136.38%Buy71.33%N/A-86.18%5.98%
INV
INNVENTURE INC
$74.46M$0.88N/AN/AN/AN/A24.07%N/A-41.99%-15.54%
ARES
ARES MANAGEMENT CORP
$28.37B$126.67$155.5022.76%Buy105.40%58.69%52.23%6.99%
BUR
BURFORD CAPITAL LTD
$865.16M$3.94$5.0026.90%Hold1N/AN/AN/AN/A
NSLR
NEOSTELLAR CAPITAL CORP
$211.26M$7.98$16.00100.50%Strong Buy3-23.81%0.63%-4.70%-3.98%
ASST
STRIVE INC
$2.59B$30.33$28.40-6.36%Strong Buy5N/AN/A17.85%8.37%
DFDV
DEFI DEVELOPMENT CORP
$201.80M$6.51$10.4059.75%Strong Buy1-20.10%N/AN/A-15.01%
AVAT
AVALANCHE TREASURY CORP
$81.76M$1.87N/AN/AN/AN/AN/AN/AN/AN/A
TGE
GENERATION ESSENTIALS GROUP
$42.16M$0.87N/AN/AN/AN/AN/AN/AN/AN/A
RMCO
ROYALTY MANAGEMENT HOLDING CORP
$38.99M$2.57N/AN/AN/AN/A56.48%N/A136.66%113.16%
MGLD
MARYGOLD COMPANIES INC
$42.07M$0.99N/AN/AN/AN/AN/AN/AN/AN/A
CWD
CALIBERCOS INC
$5.39M$0.52N/AN/AN/AN/A20.74%N/A-305.70%2.48%
WTF
WATON FINANCIAL LTD
$122.52M$2.54N/AN/AN/AN/AN/AN/AN/AN/A
OFS
OFS CAPITAL CORP
$49.57M$3.70N/AN/AN/AN/A12.72%N/A4.81%1.78%
GROW
U S GLOBAL INVESTORS INC
$36.89M$3.00N/AN/AN/AN/AN/AN/AN/AN/A
HNNA
HENNESSY ADVISORS INC
$82.44M$10.43N/AN/AN/AN/AN/AN/AN/AN/A
MLCI
MOUNT LOGAN CAPITAL INC
$35.24M$3.15N/AN/AN/AN/A57.49%N/A0.19%0.01%
RAND
RAND CAPITAL CORP
$31.63M$10.65N/AN/AN/AN/AN/AN/AN/AN/A
CRBG
COREBRIDGE FINANCIAL INC
$15.51B$34.80$38.3310.15%Strong Buy125.20%62.40%34.37%0.88%
ICMB
INVESTCORP CREDIT MANAGEMENT BDC INC
$12.44M$0.86N/AN/AN/AN/A23.21%N/A4.15%1.28%

Asset Management Stocks FAQ

What are the best asset management stocks to buy right now in Sep 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 109 with a Zen Rating of B. Stocks with a rating of B have had an average return of +17.17% per year. Learn more.

The Component Grade breakdown for Acadian Asset Management (NYSE:AAMI) is: Value: C, Growth: B, Momentum: B, Sentiment: C, Safety: C, Financials: A, and AI: C.

Acadian Asset Management (NYSE:AAMI) has a Due Diligence Score of 39, which is 7 points higher than the asset management industry average of 32.

AAMI passed 16 out of 38 due diligence checks and has average fundamentals. Acadian Asset Management has seen its stock return 92.85% over the past year, overperforming other asset management stocks by 102 percentage points.

Acadian Asset Management has an average 1 year price target of $85.33, a downside of -9.33% from Acadian Asset Management's current stock price of $94.11.

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. Affiliated Managers Group (NYSE:AMG)


Affiliated Managers Group (NYSE:AMG) is the #2 top asset management stock out of 109 with a Zen Rating of B. Stocks with a rating of B have had an average return of +17.17% per year. Learn more.

The Component Grade breakdown for Affiliated Managers Group (NYSE:AMG) is: Value: C, Growth: C, Momentum: C, Sentiment: C, Safety: C, Financials: B, and AI: B.

Affiliated Managers Group (NYSE:AMG) has a Due Diligence Score of 42, which is 10 points higher than the asset management industry average of 32.

AMG passed 17 out of 38 due diligence checks and has strong fundamentals. Affiliated Managers Group has seen its stock return 49.44% over the past year, overperforming other asset management stocks by 58 percentage points.

Affiliated Managers Group has an average 1 year price target of $409.50, an upside of 12.3% from Affiliated Managers Group's current stock price of $364.66.

Affiliated Managers Group stock has a consensus Strong Buy recommendation according to Wall Street analysts. Of the 2 analysts covering Affiliated Managers Group, 50% have issued a Strong Buy rating, 50% have issued a Buy, 0% have issued a hold, while 0% have issued a Sell rating, and 0% have issued a Strong Sell.

3. Ridgepost Capital (NYSE:RPC)


Ridgepost Capital (NYSE:RPC) is the #3 top asset management stock out of 109 with a Zen Rating of B. Stocks with a rating of B have had an average return of +17.17% per year. Learn more.

The Component Grade breakdown for Ridgepost Capital (NYSE:RPC) is: Value: C, Growth: B, Momentum: C, Sentiment: C, Safety: C, Financials: C, and AI: C.

Ridgepost Capital (NYSE:RPC) has a Due Diligence Score of 55, which is 23 points higher than the asset management industry average of 32.

RPC passed 20 out of 38 due diligence checks and has strong fundamentals. Ridgepost Capital has seen its stock lose -33.53% over the past year, underperforming other asset management stocks by -25 percentage points.

Ridgepost Capital has an average 1 year price target of $13.00, an upside of 64.77% from Ridgepost Capital's current stock price of $7.89.

Ridgepost Capital stock has a consensus Strong Buy recommendation according to Wall Street analysts. Of the 2 analysts covering Ridgepost Capital, 50% have issued a Strong Buy rating, 50% have issued a Buy, 0% 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. Oxford Square Capital (NASDAQ:OXSQ)


Oxford Square Capital (NASDAQ:OXSQ) has an annual dividend yield of 33.33%, which is 25 percentage points higher than the asset management industry average of 8.72%. Oxford Square Capital's dividend payout is not stable, having dropped more than 10% four times in the last 10 years. Oxford Square Capital's dividend has not shown consistent growth over the last 10 years.

Oxford Square Capital's dividend payout ratio of -93.3% indicates that its high dividend yield might not be sustainable for the long-term.

2. Pennantpark Investment (NYSE:PNNT)


Pennantpark Investment (NYSE:PNNT) has an annual dividend yield of 26.67%, which is 18 percentage points higher than the asset management industry average of 8.72%. Pennantpark Investment's dividend payout is not stable, having dropped more than 10% four times in the last 10 years. Pennantpark Investment's dividend has not shown consistent growth over the last 10 years.

Pennantpark Investment's dividend payout ratio of 613.3% indicates that its high dividend yield might not be sustainable for the long-term.

3. Horizon Technology Finance (NASDAQ:HRZN)


Horizon Technology Finance (NASDAQ:HRZN) has an annual dividend yield of 23.39%, which is 15 percentage points higher than the asset management industry average of 8.72%. 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 269% 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 0.96% in the last day, and down -0.49% over the last week. Innventure was the among the top gainers in the asset management industry, gaining 47.16% yesterday.

Innventure shares are trading higher after the company announced the appointment of Eric Stober as CFO and that its parent-level cash expenses are expected to decline.

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

Virtus Investment Partners's stock has dropped -32.15% 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 8 points higher than the asset management industry average of 35. It passed 3 out of 7 valuation due diligence checks.

Triplepoint Venture Growth Bdc's stock has dropped -20.66% in the past year. It has underperformed other stocks in the asset management industry by -12 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 71, which is 36 points higher than the asset management industry average of 35. It passed 5 out of 7 valuation due diligence checks.

Noah Holdings's stock has dropped -26.44% in the past year. It has underperformed other stocks in the asset management industry by -18 percentage points.

Are asset management stocks a good buy now?

32.91% of asset management stocks rated by analysts are a hold right now. On average, analysts expect asset management stocks to rise by 15.1% over the next year.

0% of asset management stocks have a Zen Rating of A (Strong Buy), 11.36% of asset management stocks are rated B (Buy), 72.73% are rated C (Hold), 14.77% are rated D (Sell), and 1.14% 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 27.87x.
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.