Sectors & Industries Financial 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

Overview Zen Rating Price Value Growth Financials Momentum

Sentiment Forecast Dividends Due Diligence

Asset Management is Zen Rated D and is the 100th ranked industry out of 145 stock market industries

Ticker	Company	Price	Volume	Vol 1d %	SMA 10	SMA 20	SMA 50	SMA 100	SMA 200	RSI	Stochastic %K	Stochastic %D	StochRSI %K	StochRSI %D	MACD	MACD Signal	MACD Histogram	Beta
CION	CION INVESTMENT CORP	$9.14	425,000	44.07%	9.30	9.44	9.69	9.63	9.74	38.19	22.00	21.31	32.28	34.36	-0.13	-0.11	-0.01	0.77
BCIC	BCP INVESTMENT CORP	$12.17	93,000	102.17%	12.36	12.22	12.39	12.15	12.20	46.16	41.88	52.81	23.63	45.07	0.03	0.02	0.01	0.29
FHI	FEDERATED HERMES INC	$53.72	772,000	-22.49%	53.46	53.20	52.12	51.55	48.72	54.89	58.64	52.49	53.22	44.79	0.28	0.36	-0.08	0.79
VINP	VINCI COMPASS INVESTMENTS LTD	$12.79	60,000	-23.08%	12.76	12.94	12.76	11.92	10.83	48.95	50.95	53.59	43.07	49.87	-0.02	0.02	-0.04	0.87
GCMG	GCM GROSVENOR INC	$11.41	342,000	-18.38%	11.46	11.55	11.34	11.64	11.97	48.07	28.11	23.23	21.70	14.09	-0.03	0.01	-0.04	0.67
IVZ	INVESCO LTD	$27.41	4,808,000	-55.54%	28.05	28.28	26.72	24.93	21.14	48.07	31.08	31.68	9.09	9.53	0.22	0.49	-0.27	1.50
PSEC	PROSPECT CAPITAL CORP	$2.76	3,140,000	-4.76%	2.80	2.80	2.68	2.70	2.98	50.50	21.51	23.45	4.81	5.06	0.03	0.05	-0.02	0.77
AMG	AFFILIATED MANAGERS GROUP INC	$316.32	336,000	-32.93%	317.22	314.79	291.09	267.02	231.31	58.56	33.30	29.77	15.91	12.89	6.90	9.07	-2.17	1.28
BEN	FRANKLIN RESOURCES INC	$27.07	8,433,000	-65.47%	25.77	25.60	24.18	23.66	23.34	70.63	86.28	75.13	68.23	48.84	0.59	0.52	0.07	1.23
HRZN	HORIZON TECHNOLOGY FINANCE CORP	$6.72	921,000	55.84%	6.68	6.67	6.59	6.47	7.02	57.04	68.06	64.81	41.73	34.82	0.04	0.04	0.00	0.66
NOAH	NOAH HOLDINGS LTD	$11.84	162,000	8.72%	11.58	11.35	10.66	11.06	11.14	67.73	82.25	79.75	86.68	75.88	0.33	0.29	0.04	1.16
WT	WISDOMTREE INC	$16.06	7,422,000	-9.92%	16.17	14.93	12.98	12.96	12.14	68.26	78.87	86.90	37.19	62.45	1.05	0.99	0.06	1.04
TROW	PRICE T ROWE GROUP INC	$106.65	2,001,000	-23.95%	105.63	106.20	104.43	104.02	101.47	53.75	53.62	44.32	49.94	34.18	0.29	0.39	-0.11	1.37
AAMI	ACADIAN ASSET MANAGEMENT INC	$55.85	156,000	-63.64%	55.23	53.44	49.22	47.92	42.21	72.69	86.88	87.00	35.04	45.56	1.93	1.95	-0.02	1.11
SEIC	SEI INVESTMENTS CO	$88.69	784,000	-40.87%	86.18	86.34	83.77	83.65	84.79	62.30	59.19	54.18	96.72	76.05	0.90	0.72	0.18	0.95
HLNE	HAMILTON LANE INC	$141.38	519,000	2.57%	147.30	147.81	136.77	133.30	142.96	45.74	11.68	19.11	0.32	2.23	1.77	3.51	-1.74	1.33
CSWC	CAPITAL SOUTHWEST CORP	$23.15	823,000	35.36%	23.22	23.13	22.27	21.75	21.75	55.29	61.62	67.76	21.30	26.38	0.32	0.36	-0.04	0.69
HTGC	HERCULES CAPITAL INC	$18.30	2,060,000	57.61%	18.62	18.66	18.53	18.34	18.39	42.43	33.74	41.54	10.80	16.97	-0.01	0.04	-0.05	0.78
VCTR	VICTORY CAPITAL HOLDINGS INC	$71.21	480,000	-10.11%	69.21	68.21	65.22	65.13	65.10	67.12	88.27	84.11	76.52	62.00	1.47	1.27	0.20	1.24
AMP	AMERIPRISE FINANCIAL INC	$532.18	697,000	-39.86%	508.03	506.90	489.57	483.96	496.87	66.40	69.25	54.39	96.06	69.16	7.54	5.55	1.99	1.21
PAX	PATRIA INVESTMENTS LTD	$14.94	1,225,000	-42.73%	16.06	16.67	15.93	15.29	14.15	33.35	11.77	7.53	4.60	1.53	-0.27	0.07	-0.35	1.00
GSBD	GOLDMAN SACHS BDC INC	$9.26	2,080,000	59.39%	9.38	9.29	9.58	9.89	10.59	42.87	63.46	68.38	81.19	84.37	-0.05	-0.07	0.02	0.59
PSBD	PALMER SQUARE CAPITAL BDC INC	$11.87	58,000	63.84%	11.79	11.93	12.05	12.31	13.04	47.60	20.75	15.30	24.25	13.71	-0.09	-0.08	-0.01	0.43
ALTI	ALTI GLOBAL INC	$4.73	168,000	-9.19%	4.51	4.40	4.47	4.13	4.02	57.16	89.64	92.85	85.65	92.62	0.07	0.00	0.06	0.50
WHF	WHITEHORSE FINANCE INC	$6.78	114,000	48.05%	6.86	6.92	7.12	7.21	8.10	41.87	20.62	14.43	12.07	8.60	-0.09	-0.08	-0.01	0.37
SLRC	SLR INVESTMENT CORP	$14.95	256,000	-9.22%	15.08	15.22	15.46	15.33	15.80	41.54	26.29	21.90	19.40	16.69	-0.13	-0.11	-0.03	0.59
BK	BANK OF NEW YORK MELLON CORP	$121.61	3,057,000	-0.10%	119.80	120.67	116.73	112.28	102.73	57.38	42.85	34.44	37.27	30.29	0.90	1.16	-0.25	0.91
FDUS	FIDUS INVESTMENT CORP	$19.29	313,000	84.12%	19.46	19.62	19.57	19.96	20.19	44.43	22.26	18.52	15.62	12.87	-0.08	-0.03	-0.05	0.51
TPG	TPG INC	$58.22	2,901,000	92.76%	60.78	63.82	63.03	60.41	56.93	32.07	7.98	6.34	0.33	0.22	-1.46	-0.59	-0.87	1.49
APAM	ARTISAN PARTNERS ASSET MANAGEMENT INC	$45.43	776,000	50.39%	43.89	43.69	42.40	43.22	43.37	62.28	77.94	70.62	56.32	41.06	0.57	0.46	0.11	1.29
TCPC	BLACKROCK TCP CAPITAL CORP	$5.10	1,231,000	82.37%	5.43	5.53	5.68	5.83	6.61	36.02	27.36	29.04	18.37	18.52	-0.13	-0.07	-0.06	0.62
OXSQ	OXFORD SQUARE CAPITAL CORP	$1.82	1,609,000	-6.56%	1.87	1.85	1.83	1.84	2.08	46.86	41.07	58.56	21.49	38.73	0.02	0.02	-0.00	0.51
PX	P10 INC	$10.93	322,000	-53.54%	10.85	10.63	10.11	10.47	10.90	58.09	62.03	58.72	37.42	34.74	0.20	0.20	0.00	0.98
SSSS	SURO CAPITAL CORP	$9.31	242,000	49.38%	9.45	9.52	9.41	9.38	8.37	45.25	38.04	50.46	26.56	45.15	0.00	0.02	-0.02	1.02
BLK	BLACKROCK INC	$1,119.66	499,000	-21.04%	1,122.38	1,114.72	1,083.72	1,103.94	1,069.29	53.23	46.61	47.44	17.15	18.09	9.94	11.37	-1.42	1.20
VRTS	VIRTUS INVESTMENT PARTNERS INC	$162.32	75,600	-77.02%	166.33	168.28	164.68	172.37	177.58	42.27	18.87	25.11	4.93	13.05	-0.38	0.47	-0.85	1.37
BX	BLACKSTONE INC	$141.28	4,409,000	14.13%	148.72	153.68	151.85	156.75	154.96	32.50	8.45	7.88	0.00	0.00	-2.86	-0.93	-1.93	1.64
CRBG	COREBRIDGE FINANCIAL INC	$31.15	3,350,000	-4.37%	30.41	30.51	30.32	31.00	32.08	56.27	88.50	76.77	95.24	84.24	0.07	-0.02	0.09	1.26
SII	SPROTT INC	$120.60	467,000	-17.64%	129.14	118.92	103.58	92.75	77.92	54.74	50.77	69.04	3.23	35.39	7.83	8.29	-0.46	0.84
PFG	PRINCIPAL FINANCIAL GROUP INC	$96.00	1,330,000	-29.56%	92.77	91.64	89.15	85.52	81.83	67.87	93.35	91.59	99.65	92.58	1.61	1.19	0.41	1.04
AB	ALLIANCEBERNSTEIN HOLDING LP	$41.88	504,000	28.24%	41.14	40.04	40.07	39.50	39.83	58.53	64.29	66.62	76.31	83.76	0.70	0.37	0.32	0.95
OFS	OFS CAPITAL CORP	$4.52	217,000	123.71%	4.96	4.94	4.92	5.98	7.25	39.13	15.52	26.29	13.34	21.05	-0.04	-0.01	-0.03	0.46
BCSF	BAIN CAPITAL SPECIALTY FINANCE INC	$12.89	542,000	20.71%	13.38	13.64	13.92	14.05	14.68	31.66	18.69	12.46	1.77	3.57	-0.23	-0.16	-0.07	0.60
ARES	ARES MANAGEMENT CORP	$146.47	3,383,000	12.88%	153.96	163.14	163.55	160.31	166.26	29.14	13.08	14.43	7.74	7.33	-4.96	-2.75	-2.21	1.49
NMFC	NEW MOUNTAIN FINANCE CORP	$8.58	1,621,000	-24.11%	8.83	9.02	9.25	9.42	9.94	31.38	13.12	11.11	6.40	5.14	-0.18	-0.13	-0.05	0.52
TRIN	TRINITY CAPITAL INC	$16.35	2,695,000	62.94%	16.62	16.22	15.44	15.34	15.11	54.97	69.14	83.65	39.96	63.05	0.40	0.39	0.01	0.63
SAR	SARATOGA INVESTMENT CORP	$24.02	241,000	145.92%	23.46	23.35	23.10	23.08	23.89	63.04	84.47	74.27	78.69	62.48	0.17	0.13	0.05	0.57
STEP	STEPSTONE GROUP INC	$69.81	614,000	-0.49%	72.90	72.59	67.16	65.26	61.34	46.65	6.46	20.79	0.00	0.63	1.26	2.01	-0.76	1.44
OWL	BLUE OWL CAPITAL INC	$13.42	25,121,000	15.62%	14.66	15.20	15.26	15.94	17.45	29.01	5.96	5.32	0.00	0.00	-0.44	-0.20	-0.23	1.46
MFIC	MIDCAP FINANCIAL INVESTMENT CORP	$11.08	622,000	58.27%	11.31	11.39	11.63	11.82	12.24	38.90	16.63	17.07	7.67	11.99	-0.12	-0.10	-0.02	0.76
STT	STATE STREET CORP	$132.58	2,137,000	0.42%	128.49	130.75	127.00	121.07	111.96	57.79	61.04	51.18	50.00	40.30	0.55	0.63	-0.08	1.17
NTRS	NORTHERN TRUST CORP	$151.62	1,069,000	-17.32%	149.10	147.07	139.86	134.47	125.34	64.47	59.15	57.72	41.84	42.31	3.13	3.08	0.05	1.09
GECC	GREAT ELM CAPITAL CORP	$7.02	75,600	122.35%	7.10	7.07	7.22	8.00	9.39	46.94	16.46	34.25	15.63	33.12	-0.03	-0.03	0.01	0.22
BAM	BROOKFIELD ASSET MANAGEMENT LTD	$50.76	3,553,000	12.47%	50.98	52.21	52.50	54.15	55.78	43.37	15.96	17.46	24.91	23.97	-0.69	-0.51	-0.17	1.31
CCAP	CRESCENT CAPITAL BDC INC	$14.29	208,000	47.52%	14.43	14.45	14.47	14.44	14.76	45.98	25.50	29.03	27.43	25.86	-0.03	-0.01	-0.03	0.50
BXSL	BLACKSTONE SECURED LENDING FUND	$25.10	4,286,000	166.54%	26.04	26.15	26.93	26.81	28.80	34.18	18.14	27.25	19.42	37.17	-0.34	-0.27	-0.06	0.49
SAMG	SILVERCREST ASSET MANAGEMENT GROUP INC	$14.82	23,900	-21.64%	15.27	15.39	14.96	14.93	15.31	42.11	22.06	19.69	6.73	9.11	-0.05	0.08	-0.13	0.76
CGBD	CARLYLE SECURED LENDING INC	$12.08	710,000	86.84%	12.53	12.61	12.63	12.61	13.30	34.47	13.90	15.91	0.00	1.90	-0.10	-0.02	-0.07	0.60
FSK	FS KKR CAPITAL CORP	$13.54	6,776,000	206.75%	14.13	14.34	14.90	15.13	17.66	25.75	16.61	12.19	0.00	4.64	-0.29	-0.23	-0.07	0.71
GLAD	GLADSTONE CAPITAL CORP	$20.28	194,000	36.62%	20.66	20.77	20.81	20.75	23.73	42.69	32.36	34.39	21.28	22.19	-0.06	-0.00	-0.06	0.71
GBDC	GOLUB CAPITAL BDC INC	$13.05	5,230,000	174.25%	13.57	13.66	13.74	13.85	14.32	32.85	11.25	16.96	1.20	7.17	-0.09	-0.04	-0.05	0.51
APO	APOLLO GLOBAL MANAGEMENT INC	$133.19	2,821,000	20.14%	135.26	140.53	140.63	135.43	136.87	36.05	28.93	25.60	34.09	26.91	-2.73	-1.67	-1.06	1.47
CNS	COHEN & STEERS INC	$63.68	186,000	-23.77%	65.95	66.85	64.18	65.92	70.94	40.47	10.90	10.01	4.93	4.31	-0.11	0.54	-0.64	1.07
BN	BROOKFIELD CORP	$46.59	8,206,000	46.40%	46.55	47.13	46.42	46.03	43.40	49.29	35.71	43.71	39.27	47.40	-0.01	0.12	-0.13	1.37
ARCC	ARES CAPITAL CORP	$19.52	12,157,000	91.42%	20.37	20.52	20.43	20.39	21.19	32.45	9.94	8.63	0.00	0.00	-0.13	0.00	-0.13	0.70
TSLX	SIXTH STREET SPECIALTY LENDING INC	$21.36	764,000	107.05%	22.10	22.00	21.87	22.09	22.66	40.49	37.01	53.66	22.12	37.75	0.02	0.07	-0.06	0.56
PNNT	PENNANTPARK INVESTMENT CORP	$5.79	770,000	56.82%	5.88	5.97	5.97	6.29	6.60	38.72	14.70	11.83	5.94	5.27	-0.05	-0.03	-0.02	0.64
TPVG	TRIPLEPOINT VENTURE GROWTH BDC CORP	$5.89	354,000	-19.36%	6.29	6.45	6.43	6.11	6.41	29.52	9.00	7.98	0.00	0.00	-0.10	-0.02	-0.08	0.73
KKR	KKR & CO INC	$114.36	3,233,000	-34.61%	118.70	125.77	127.30	127.30	129.00	29.65	5.69	4.65	0.40	1.60	-4.10	-2.53	-1.57	1.65
MAIN	MAIN STREET CAPITAL CORP	$63.42	658,000	76.88%	63.98	63.02	60.97	60.70	60.37	54.84	73.13	79.56	52.24	67.21	0.92	0.96	-0.04	0.74
NCDL	NUVEEN CHURCHILL DIRECT LENDING CORP	$13.34	258,000	4.03%	13.46	13.51	13.99	14.15	15.13	42.19	37.39	38.58	41.78	42.94	-0.14	-0.16	0.02	0.44
BUR	BURFORD CAPITAL LTD	$9.77	1,410,000	-37.22%	9.70	9.60	9.31	10.15	11.77	56.49	51.71	48.95	38.49	30.20	0.11	0.11	-0.00	1.03
SCM	STELLUS CAPITAL INVESTMENT CORP	$12.52	201,000	17.54%	12.87	12.98	12.65	12.64	13.29	41.47	23.89	28.60	7.29	8.46	0.02	0.09	-0.07	0.50
PFLT	PENNANTPARK FLOATING RATE CAPITAL LTD	$9.36	1,476,000	60.96%	9.45	9.49	9.33	9.24	9.77	46.97	32.42	34.37	8.51	10.96	0.03	0.06	-0.02	0.62
BENF	BENEFICIENT	$4.33	17,800	-61.80%	4.64	4.93	5.44	5.09	3.84	42.39	32.39	37.31	56.28	66.08	-0.35	-0.30	-0.05	0.30
BBUC	BROOKFIELD BUSINESS CORP	$36.80	125,000	9.65%	35.59	35.64	35.49	35.09	32.44	58.19	53.55	41.70	64.08	38.76	0.02	-0.01	0.03	1.29
CG	CARLYLE GROUP INC	$60.36	4,027,000	52.31%	60.86	63.03	59.49	59.50	56.01	46.02	12.95	9.31	8.31	3.67	-0.18	0.55	-0.72	1.66
GAIN	GLADSTONE INVESTMENT CORPORATION	$13.85	243,000	100.83%	13.86	13.91	13.89	13.89	14.02	48.35	48.44	49.31	24.46	25.75	-0.01	0.00	-0.01	0.69
CWD	CALIBERCOS INC	$1.17	156,000	24.80%	1.32	1.35	1.62	2.99	3.24	31.47	9.58	12.84	2.89	20.60	-0.12	-0.13	0.01	0.65
MLCI	MOUNT LOGAN CAPITAL INC	$8.29	93,000	257.69%	8.19	8.28	8.07	N/A	N/A	53.73	36.72	26.45	31.41	17.19	0.01	0.03	-0.03	0.19
INV	INNVENTURE INC	$3.27	1,329,000	22.26%	3.49	3.78	4.40	4.39	4.62	38.07	9.30	13.29	3.82	15.16	-0.29	-0.26	-0.03	0.23
WHG	WESTWOOD HOLDINGS GROUP INC	$18.38	17,000	44.07%	18.07	17.92	17.47	17.06	16.75	56.48	49.77	41.98	56.72	37.74	0.17	0.18	-0.01	0.54
DHIL	DIAMOND HILL INVESTMENT GROUP INC	$170.81	20,000	62.60%	170.67	170.45	154.51	145.58	144.11	70.70	69.01	69.45	27.41	28.43	3.37	4.46	-1.09	0.77
WTF	WATON FINANCIAL LTD	$3.35	17,300	-65.05%	3.53	3.46	3.36	4.56	5.10	45.21	32.85	48.06	0.00	22.91	0.00	0.00	-0.00	0.84
AMTD	AMTD IDEA GROUP	$0.97	31,600	119.44%	1.00	1.01	1.03	1.07	1.05	40.50	14.29	25.67	22.69	23.82	-0.01	-0.01	-0.00	0.08
AURE	PRESTIGE WEALTH INC	$0.28	192,000	-41.10%	0.29	0.29	0.37	0.47	0.45	42.92	66.67	77.14	74.21	86.96	-0.02	-0.03	0.01	0.64
MAAS	MAASE INC	$6.01	29,000	-15.45%	5.89	5.60	4.88	4.20	4.23	65.72	50.57	50.06	86.30	94.52	0.33	0.32	0.01	0.33
RMCO	ROYALTY MANAGEMENT HOLDING CORP	$4.12	41,000	13.26%	4.24	3.90	3.09	2.94	2.15	59.58	56.03	62.92	24.16	43.91	0.36	0.37	-0.01	0.25
PFX	PHENIXFIN CORP	$44.56	0	-100.00%	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	0.17
ICMB	INVESTCORP CREDIT MANAGEMENT BDC INC	$2.94	70,000	-16.67%	2.84	2.81	2.82	2.83	2.83	62.56	67.92	65.95	70.58	58.96	0.03	0.01	0.02	0.28
BVC	BITVENTURES LTD	$8.96	5,100	30.77%	9.31	10.27	10.62	11.66	10.25	42.55	26.54	25.83	25.33	26.29	-0.55	-0.39	-0.16	-0.04
GEG	GREAT ELM GROUP INC	$2.10	24,000	133.01%	2.26	2.36	2.47	2.51	2.33	20.16	3.17	7.33	0.00	1.00	-0.09	-0.06	-0.03	0.23
JHG	JANUS HENDERSON GROUP PLC	$48.25	1,049,000	-22.87%	48.00	47.96	46.29	45.09	42.17	66.61	78.36	72.38	29.93	23.25	0.44	0.54	-0.10	1.34
RAND	RAND CAPITAL CORP	$11.20	2,500	-46.81%	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	0.10
MGLD	MARYGOLD COMPANIES INC	$1.30	435,000	-94.43%	1.08	1.02	0.98	1.01	0.94	64.72	56.86	34.82	56.63	30.72	0.05	0.02	0.02	0.23
SWKH	SWK HOLDINGS CORP	$17.55	2,900	-9.38%	17.45	17.42	17.21	16.41	15.58	57.47	75.47	64.36	47.99	27.68	0.09	0.10	-0.01	0.26
BCG	BINAH CAPITAL GROUP INC	$2.45	10,100	17.44%	2.41	2.49	2.46	2.09	2.11	50.74	20.11	16.25	27.33	22.10	-0.01	0.01	-0.02	0.15
EQS	EQUUS TOTAL RETURN INC	$1.37	2,000	-44.44%	1.38	1.37	1.58	1.84	1.62	39.75	53.53	49.25	80.38	74.82	-0.06	-0.07	0.01	0.06
HNNA	HENNESSY ADVISORS INC	$10.13	57,000	96.55%	10.40	10.16	9.96	10.13	10.79	50.08	49.98	57.38	19.14	32.93	0.15	0.16	-0.01	0.32
MRCC	MONROE CAPITAL CORP	$6.44	71,000	-29.70%	6.56	6.51	6.45	6.72	6.69	46.78	31.26	45.83	2.13	19.35	0.01	0.03	-0.02	0.43

Asset Management Stocks FAQ

What are the best asset management stocks to buy right now in Feb 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. Cion Investment (NYSE:CION)

Cion Investment (NYSE:CION) 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 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 27, which is -6 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 "A".

CION passed 9 out of 38 due diligence checks and has average fundamentals. Cion Investment has seen its stock lose -21.88% over the past year, underperforming other asset management stocks by -25 percentage points.

Cion Investment has an average 1 year price target of $8.50, a downside of -7% from Cion Investment's current stock price of $9.14.

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.

2. Bcp Investment (NASDAQ:BCIC)

Bcp Investment (NASDAQ:BCIC) is the #2 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 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 40, which is 7 points higher than the asset management industry average of 33.

BCIC passed 14 out of 38 due diligence checks and has average fundamentals. Bcp Investment has seen its stock lose -28.18% over the past year, underperforming other asset management stocks by -31 percentage points.

3. Federated Hermes (NYSE:FHI)

Federated Hermes (NYSE:FHI) 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 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 53, which is 20 points higher than the asset management industry average of 33.

FHI passed 20 out of 38 due diligence checks and has strong fundamentals. Federated Hermes has seen its stock return 36.45% over the past year, overperforming other asset management stocks by 34 percentage points.

Federated Hermes has an average 1 year price target of $54.00, an upside of 0.52% from Federated Hermes's current stock price of $53.72.

Federated Hermes stock has a consensus Hold recommendation according to Wall Street analysts. Of the 4 analysts covering Federated Hermes, 0% have issued a Strong Buy rating, 25% have issued a Buy, 75% 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 82 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 26.33%, which is 18 percentage points higher than the asset management industry average of 8.16%. 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 566.7% indicates that its high dividend yield might not be sustainable for the long-term.

2. Blackrock Tcp Capital (NASDAQ:TCPC)

Blackrock Tcp Capital (NASDAQ:TCPC) has an annual dividend yield of 21.96%, which is 14 percentage points higher than the asset management industry average of 8.16%. Blackrock Tcp Capital's dividend payout is not stable, having dropped more than 10% five times in the last 10 years. Blackrock Tcp Capital's dividend has not shown consistent growth over the last 10 years.

Blackrock Tcp Capital's dividend payout ratio of -1,091.7% indicates that its high dividend yield might not be sustainable for the long-term.

3. Whitehorse Finance (NASDAQ:WHF)

Whitehorse Finance (NASDAQ:WHF) has an annual dividend yield of 21.24%, which is 13 percentage points higher than the asset management industry average of 8.16%. Whitehorse Finance's dividend payout is not stable, having dropped more than 10% seven times in the last 10 years. Whitehorse Finance's dividend has not shown consistent growth over the last 10 years.

Whitehorse Finance's dividend payout ratio of 366.3% 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 0.16% in the last day, and down -0.05% over the last week.

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

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 30 points higher than the asset management industry average of 41. It passed 5 out of 7 valuation due diligence checks.

Virtus Investment Partners's stock has dropped -17.4% in the past year. It has underperformed other stocks in the asset management industry by -20 percentage points.

2. Noah Holdings (NYSE:NOAH)

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 -27 points higher than the asset management industry average of 41. 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 gained 11.17% in the past year. It has overperformed other stocks in the asset management industry by 8 percentage points.

3. Corebridge Financial (NYSE:CRBG)

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 30 points higher than the asset management industry average of 41. It passed 5 out of 7 valuation due diligence checks.

Corebridge Financial's stock has dropped -4.86% in the past year. It has underperformed other stocks in the asset management industry by -8 percentage points.

Are asset management stocks a good buy now?

32.39% of asset management stocks rated by analysts are a buy right now. On average, analysts expect asset management stocks to rise by 13.11% over the next year.

2.47% of asset management stocks have a Zen Rating of A (Strong Buy), 9.88% of asset management stocks are rated B (Buy), 75.31% are rated C (Hold), 8.64% are rated D (Sell), and 3.7% 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 38.73x.

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.

Sectors & Industries Financial 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.

Asset Management Stocks FAQ

1. Cion Investment (NYSE:CION)

2. Bcp Investment (NASDAQ:BCIC)

3. Federated Hermes (NYSE:FHI)

1. Ofs Capital (NASDAQ:OFS)

2. Blackrock Tcp Capital (NASDAQ:TCPC)

3. Whitehorse Finance (NASDAQ:WHF)

1. Virtus Investment Partners (NYSE:VRTS)

2. Noah Holdings (NYSE:NOAH)

3. Corebridge Financial (NYSE:CRBG)

Company

Stock Tools

Stock Ideas

Sectors & IndustriesFinancial ServicesAsset ManagementBest 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.

Asset Management Stocks FAQ

1. Cion Investment (NYSE:CION)

2. Bcp Investment (NASDAQ:BCIC)

3. Federated Hermes (NYSE:FHI)

1. Ofs Capital (NASDAQ:OFS)

2. Blackrock Tcp Capital (NASDAQ:TCPC)

3. Whitehorse Finance (NASDAQ:WHF)

1. Virtus Investment Partners (NYSE:VRTS)

2. Noah Holdings (NYSE:NOAH)

3. Corebridge Financial (NYSE:CRBG)

Company

Stock Tools

Stock Ideas

Sectors & Industries Financial 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.