Sectors & Industries Financial ServicesAsset Management
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.

Industry: Asset Management

Overview Zen Rating Price Value Growth Financials Momentum

Sentiment Forecast Dividends Due Diligence

Asset Management is Zen Rated C and is the 87th 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
FHI	FEDERATED HERMES INC	$49.57	1,218,000	85.39%	48.71	47.38	44.64	42.23	41.12	75.80	92.48	90.02	84.60	83.75	1.48	1.35	0.12	0.83
DHIL	DIAMOND HILL INVESTMENT GROUP INC	$135.57	43,700	131.22%	148.84	151.92	145.89	141.93	148.68	29.45	10.65	10.83	4.38	4.38	-0.59	1.39	-1.98	0.75
AAMI	ACADIAN ASSET MANAGEMENT INC	$41.79	540,000	78.22%	39.98	39.38	34.71	30.68	28.87	79.90	69.26	71.02	16.15	7.35	1.65	1.80	-0.15	1.13
AMG	AFFILIATED MANAGERS GROUP INC	$209.87	282,000	122.05%	210.67	207.38	193.16	179.64	181.31	60.73	61.74	71.34	6.66	17.81	5.32	5.92	-0.60	1.25
BUR	BURFORD CAPITAL LTD	$12.85	1,603,000	35.50%	13.58	13.95	13.14	13.34	13.56	41.63	4.36	4.19	0.00	0.00	-0.00	0.18	-0.19	1.01
NOAH	NOAH HOLDINGS LTD	$12.15	68,000	14.09%	12.33	12.07	11.63	10.65	11.17	52.33	59.13	72.87	23.32	51.41	0.19	0.22	-0.04	1.11
JHG	JANUS HENDERSON GROUP PLC	$43.30	2,102,000	16.84%	42.67	41.79	38.99	36.95	39.89	74.60	81.25	83.22	81.86	78.26	1.27	1.25	0.02	1.32
WT	WISDOMTREE INC	$13.27	2,799,000	36.74%	13.38	12.98	11.32	10.04	10.19	69.23	68.17	76.16	0.00	18.45	0.63	0.69	-0.07	1.03
SWKH	SWK HOLDINGS CORP	$14.89	14,000	-14.11%	15.14	15.12	14.72	15.38	15.90	45.81	44.20	50.50	0.00	11.41	0.07	0.12	-0.05	0.32
VRTS	VIRTUS INVESTMENT PARTNERS INC	$193.31	52,400	-42.42%	203.24	202.59	186.45	175.50	195.71	46.42	18.35	18.10	7.88	5.75	3.29	5.87	-2.59	1.37
BX	BLACKSTONE INC	$172.96	3,445,000	-0.89%	173.52	167.30	151.65	144.80	159.29	63.67	72.11	78.30	30.44	48.82	7.31	7.35	-0.04	1.58
VINP	VINCI PARTNERS INVESTMENTS LTD	$9.64	72,000	163.74%	9.83	9.69	9.65	9.72	9.95	47.73	53.45	60.73	48.34	61.15	0.05	0.05	-0.00	0.87
TCPC	BLACKROCK TCP CAPITAL CORP	$7.17	331,000	-21.75%	7.47	7.64	7.67	7.51	8.16	30.60	11.27	9.95	4.09	3.56	-0.11	-0.04	-0.07	0.64
PAX	PATRIA INVESTMENTS LTD	$13.95	563,000	-1.75%	13.75	13.81	13.59	12.32	12.08	55.35	65.39	56.77	91.28	80.21	0.09	0.08	0.01	1.01
SAR	SARATOGA INVESTMENT CORP	$24.65	89,000	-10.10%	25.05	25.03	24.74	24.38	24.52	44.67	26.68	45.42	0.00	15.68	0.06	0.13	-0.07	0.60
GAIN	GLADSTONE INVESTMENT CORPORATION	$13.89	146,000	-42.97%	14.03	14.10	14.26	13.91	13.72	42.59	32.03	32.83	32.92	31.05	-0.06	-0.04	-0.02	0.68
APAM	ARTISAN PARTNERS ASSET MANAGEMENT INC	$45.25	934,000	-16.90%	45.98	46.36	43.89	41.40	43.11	49.00	18.72	23.05	6.10	7.89	0.41	0.75	-0.34	1.30
GCMG	GCM GROSVENOR INC	$11.79	393,000	33.67%	11.96	11.84	12.01	12.37	12.50	46.10	35.64	46.77	31.07	43.74	0.01	-0.00	0.01	0.62
BBUC	BROOKFIELD BUSINESS CORP	$30.76	119,000	-22.22%	31.51	30.99	29.93	28.00	26.67	49.99	62.65	76.63	33.95	64.53	0.45	0.52	-0.08	1.28
GECC	GREAT ELM CAPITAL CORP	$10.99	17,200	25.55%	10.98	10.96	10.79	10.48	10.47	56.75	87.27	85.74	52.14	50.16	0.07	0.08	-0.01	0.25
VCTR	VICTORY CAPITAL HOLDINGS INC	$68.91	479,000	-6.99%	69.22	67.53	64.67	61.54	63.05	56.98	69.19	73.34	45.24	52.31	1.64	1.61	0.03	1.21
FDUS	FIDUS INVESTMENT CORP	$20.68	79,000	-34.71%	21.27	21.24	20.58	20.12	20.67	43.80	9.69	18.39	0.00	0.00	0.14	0.28	-0.14	0.53
PFG	PRINCIPAL FINANCIAL GROUP INC	$77.83	2,972,000	-4.47%	79.73	80.19	78.63	78.64	81.10	43.95	21.62	33.55	18.50	26.01	-0.01	0.41	-0.42	1.05
SEIC	SEI INVESTMENTS CO	$88.12	944,000	6.31%	89.80	91.22	87.84	82.18	81.44	42.63	28.18	32.02	0.80	0.90	0.17	0.88	-0.72	0.93
ALTI	ALTI GLOBAL INC	$4.09	62,600	-75.26%	4.30	4.23	3.94	3.54	3.82	45.64	42.43	47.84	0.68	4.26	0.07	0.11	-0.05	0.47
TSLX	SIXTH STREET SPECIALTY LENDING INC	$24.28	745,000	66.29%	24.26	24.32	23.65	22.52	21.97	54.14	24.10	19.08	11.11	4.92	0.15	0.27	-0.12	0.57
GBDC	GOLUB CAPITAL BDC INC	$14.96	969,000	-16.97%	15.22	15.15	14.98	14.75	15.06	46.94	14.05	25.15	2.40	4.51	0.06	0.11	-0.05	0.51
STT	STATE STREET CORP	$111.75	1,635,000	-16.28%	111.14	109.72	103.53	95.70	96.19	61.44	88.64	91.11	66.63	67.99	2.58	2.56	0.02	1.16
OXSQ	OXFORD SQUARE CAPITAL CORP	$2.33	610,000	111.07%	2.32	2.31	2.30	2.41	2.57	54.15	42.93	46.21	17.50	20.00	0.01	0.01	0.00	0.51
FSK	FS KKR CAPITAL CORP	$20.91	1,880,000	54.61%	21.92	21.79	21.33	20.81	21.33	37.27	13.34	29.22	0.00	4.19	0.11	0.25	-0.14	0.71
PSEC	PROSPECT CAPITAL CORP	$3.10	8,104,000	105.69%	3.36	3.34	3.30	3.57	4.06	31.63	12.15	29.31	0.00	17.57	-0.01	0.01	-0.03	0.72
CG	CARLYLE GROUP INC	$60.66	1,837,000	-11.51%	61.47	59.49	52.14	46.62	49.11	64.23	71.06	81.46	13.01	36.85	2.99	3.22	-0.23	1.59
TRIN	TRINITY CAPITAL INC	$14.99	548,000	-17.35%	14.95	14.70	14.55	14.73	14.71	60.02	75.72	76.27	49.08	54.50	0.15	0.13	0.02	0.63
AB	ALLIANCEBERNSTEIN HOLDING LP	$40.79	202,000	-22.61%	41.88	41.48	40.66	39.46	38.28	45.69	36.19	54.03	21.22	46.21	0.33	0.41	-0.08	0.96
TPG	TPG INC	$57.07	2,084,000	49.07%	57.07	56.01	52.41	49.90	57.13	59.33	72.98	81.68	66.98	80.23	1.58	1.56	0.02	1.49
PX	P10 INC	$12.30	517,000	-23.52%	12.13	11.54	10.74	11.04	11.86	70.20	90.04	93.82	85.46	92.37	0.52	0.45	0.07	0.95
NMFC	NEW MOUNTAIN FINANCE CORP	$10.52	422,000	11.64%	10.61	10.66	10.62	10.51	11.01	45.04	19.70	17.95	3.60	3.83	-0.01	0.02	-0.02	0.52
BLK	BLACKROCK INC	$1,106.01	498,000	33.87%	1,111.90	1,099.59	1,036.59	978.55	994.56	58.62	82.87	86.57	34.61	40.55	23.63	26.40	-2.77	1.19
AMP	AMERIPRISE FINANCIAL INC	$518.19	553,000	14.49%	526.81	531.43	522.25	501.95	520.49	43.95	41.60	41.25	10.35	9.88	-0.98	1.88	-2.86	1.21
BCSF	BAIN CAPITAL SPECIALTY FINANCE INC	$15.00	399,000	86.45%	15.23	15.32	15.33	15.50	16.44	42.63	16.00	17.48	3.73	3.02	-0.05	-0.00	-0.05	0.59
HRZN	HORIZON TECHNOLOGY FINANCE CORP	$7.84	655,000	229.15%	8.18	8.07	7.68	8.08	8.76	45.83	33.84	48.35	1.10	2.60	0.13	0.17	-0.04	0.66
PTMN	PORTMAN RIDGE FINANCE CORP	$12.20	44,000	12.82%	12.51	12.57	12.27	12.83	15.01	39.82	1.09	5.55	0.00	3.43	-0.00	0.06	-0.07	0.33
BEN	FRANKLIN RESOURCES INC	$24.00	11,694,000	200.69%	24.53	24.60	23.30	21.34	21.06	47.87	36.06	47.30	2.07	8.99	0.30	0.46	-0.16	1.21
TPVG	TRIPLEPOINT VENTURE GROWTH BDC CORP	$6.88	231,000	16.67%	7.11	7.15	7.03	6.78	7.19	42.01	12.50	13.86	5.54	5.64	0.00	0.05	-0.05	0.76
WHG	WESTWOOD HOLDINGS GROUP INC	$17.48	12,300	-30.90%	17.68	16.95	16.01	15.91	15.70	57.47	74.28	84.35	62.76	79.01	0.57	0.51	0.06	0.60
BXSL	BLACKSTONE SECURED LENDING FUND	$31.55	646,000	12.94%	32.13	31.87	31.65	31.14	31.67	45.33	29.13	45.45	0.00	13.32	0.15	0.22	-0.07	0.49
WHF	WHITEHORSE FINANCE INC	$8.71	55,300	-49.27%	8.87	8.93	8.97	9.24	9.97	41.42	6.20	13.08	5.59	18.94	-0.05	-0.04	-0.02	0.39
OFS	OFS CAPITAL CORP	$8.48	23,300	-55.19%	8.44	8.50	8.55	8.68	8.45	48.95	35.22	27.89	54.97	27.87	-0.05	-0.04	-0.01	0.46
TROW	PRICE T ROWE GROUP INC	$101.45	3,974,000	161.45%	105.50	103.60	98.20	94.69	104.29	47.94	41.98	59.71	0.00	14.22	1.98	2.52	-0.54	1.35
STEP	STEPSTONE GROUP INC	$59.36	468,000	-37.60%	61.06	60.20	57.93	54.92	58.27	49.87	38.22	43.64	2.47	5.40	0.99	1.23	-0.25	1.38
GSBD	GOLDMAN SACHS BDC INC	$11.22	540,000	21.90%	11.68	11.71	11.52	11.35	12.11	36.65	11.29	22.57	0.00	7.25	-0.00	0.07	-0.08	0.57
HTGC	HERCULES CAPITAL INC	$18.76	1,422,000	19.80%	19.20	19.02	18.34	18.18	19.08	47.88	28.97	47.08	3.36	8.77	0.21	0.29	-0.08	0.79
BK	BANK OF NEW YORK MELLON CORP	$101.45	4,076,000	27.89%	100.31	97.29	92.85	87.23	84.02	75.74	90.91	94.01	82.32	91.26	2.84	2.56	0.28	0.91
GLAD	GLADSTONE CAPITAL CORP	$27.59	75,000	-3.85%	28.39	28.37	27.35	26.65	27.02	44.13	9.64	19.92	0.00	0.67	0.23	0.40	-0.18	0.71
CGBD	CARLYLE SECURED LENDING INC	$13.79	309,000	-42.46%	13.98	13.99	13.96	14.58	16.08	44.03	30.41	38.24	38.47	53.18	-0.00	0.01	-0.01	0.63
MRCC	MONROE CAPITAL CORP	$6.31	42,700	-50.92%	6.26	6.32	6.38	6.80	7.58	48.18	65.50	57.97	54.66	32.35	-0.05	-0.05	0.00	0.40
CNS	COHEN & STEERS INC	$73.56	185,000	-23.24%	74.52	75.55	76.12	77.03	85.70	42.81	33.80	37.64	48.00	52.15	-0.63	-0.50	-0.14	1.08
IVZ	INVESCO LTD	$21.01	7,010,000	7.66%	21.19	19.11	16.59	15.51	16.64	73.90	91.73	95.25	70.13	83.49	1.57	1.42	0.15	1.45
ARES	ARES MANAGEMENT CORP	$185.53	1,803,000	89.39%	183.79	180.91	173.14	161.26	169.00	61.31	82.56	89.66	83.98	89.29	4.03	3.72	0.32	1.42
SAMG	SILVERCREST ASSET MANAGEMENT GROUP INC	$16.36	26,400	19.46%	16.54	16.49	15.60	15.66	16.84	52.99	37.59	43.86	1.44	6.18	0.20	0.28	-0.08	0.78
PNNT	PENNANTPARK INVESTMENT CORP	$7.23	299,000	-13.33%	7.30	7.21	6.93	6.80	6.91	55.71	32.36	51.08	6.31	12.62	0.11	0.13	-0.02	0.68
SLRC	SLR INVESTMENT CORP	$16.00	128,000	4.92%	16.29	16.33	16.41	16.24	16.35	38.78	15.71	20.76	0.00	1.47	-0.05	-0.00	-0.05	0.59
SII	SPROTT INC	$67.36	176,000	-17.76%	70.99	71.07	65.93	57.10	50.29	42.77	5.83	12.08	1.37	1.37	0.80	1.84	-1.04	0.84
MFIC	MIDCAP FINANCIAL INVESTMENT CORP	$12.60	251,000	-24.85%	12.98	13.01	12.80	12.53	13.12	39.20	8.24	17.81	0.00	0.00	0.02	0.10	-0.08	0.79
OWL	BLUE OWL CAPITAL INC	$19.35	14,258,000	138.43%	19.99	19.75	19.23	19.02	21.16	46.39	33.48	40.48	17.20	26.52	0.15	0.24	-0.09	1.39
BAM	BROOKFIELD ASSET MANAGEMENT LTD	$61.67	2,182,000	38.01%	61.98	59.53	57.29	54.09	54.88	62.37	83.27	88.11	63.46	78.18	1.80	1.62	0.18	1.27
WTF	WATON FINANCIAL LTD	$4.66	44,700	-56.18%	4.69	4.93	5.66	N/A	N/A	39.86	41.53	51.29	72.91	79.74	-0.28	-0.32	0.04	0.75
CSWC	CAPITAL SOUTHWEST CORP	$22.82	448,000	2.28%	23.09	23.03	21.91	21.38	22.20	54.09	41.25	50.83	0.00	3.86	0.30	0.41	-0.10	0.68
CCAP	CRESCENT CAPITAL BDC INC	$14.15	408,000	37.37%	14.55	14.51	14.69	15.49	17.25	39.60	7.16	21.50	1.55	19.15	-0.06	-0.04	-0.02	0.46
AMOD	ALPHA MODUS HOLDINGS INC	$1.15	387,000	5.16%	1.31	1.26	1.22	1.30	3.83	45.86	4.05	8.24	2.68	9.89	0.01	0.03	-0.02	0.31
SSSS	SURO CAPITAL CORP	$8.49	287,000	36.02%	8.54	8.50	7.74	6.45	6.00	55.30	21.10	20.69	10.21	5.17	0.20	0.30	-0.10	0.96
MAIN	MAIN STREET CAPITAL CORP	$64.70	320,000	-6.16%	64.86	63.72	60.04	57.36	56.97	66.80	58.18	67.10	2.55	10.63	1.53	1.70	-0.17	0.74
CRBG	COREBRIDGE FINANCIAL INC	$35.56	2,047,000	-20.13%	35.33	35.10	33.88	32.13	31.91	56.94	63.71	76.67	51.84	70.52	0.48	0.51	-0.03	1.27
NTRS	NORTHERN TRUST CORP	$130.00	1,289,000	59.93%	128.61	127.69	118.53	107.39	106.72	60.98	88.40	92.83	86.04	86.55	3.21	3.42	-0.21	1.07
ARCC	ARES CAPITAL CORP	$22.63	5,424,000	35.74%	22.87	22.80	22.23	21.69	21.97	51.40	38.95	40.09	5.40	6.16	0.17	0.25	-0.08	0.70
SCM	STELLUS CAPITAL INVESTMENT CORP	$14.00	161,000	-5.29%	14.63	14.74	14.05	13.69	13.94	37.33	7.62	13.43	0.00	1.15	0.08	0.23	-0.15	0.50
BN	BROOKFIELD CORP	$67.05	2,834,000	4.31%	67.28	65.68	61.70	57.23	57.40	62.68	79.02	81.69	31.28	39.85	1.80	1.90	-0.09	1.34
MAAS	MAASE INC	$3.74	18,500	-38.33%	3.90	3.86	3.67	5.36	12.65	47.81	45.70	52.68	40.71	67.33	0.00	-0.00	0.00	0.30
HLNE	HAMILTON LANE INC	$152.30	337,000	-3.44%	154.84	152.47	150.80	150.41	159.31	50.54	58.62	65.05	44.49	54.37	1.82	1.70	0.12	1.29
PFLT	PENNANTPARK FLOATING RATE CAPITAL LTD	$10.47	553,000	4.14%	10.62	10.64	10.42	10.40	10.78	45.67	18.94	21.24	0.00	2.60	0.04	0.08	-0.04	0.63
CION	CION INVESTMENT CORP	$9.66	228,000	6.05%	9.99	9.92	9.59	9.85	10.78	42.57	17.29	36.02	0.00	5.26	0.08	0.13	-0.05	0.79
APO	APOLLO GLOBAL MANAGEMENT INC	$145.32	2,702,000	32.78%	149.23	148.42	140.29	136.95	148.81	48.70	13.24	23.79	0.00	1.94	1.98	3.00	-1.03	1.45
KKR	KKR & CO INC	$146.58	5,112,000	59.55%	148.60	144.43	132.26	122.61	135.00	59.10	73.54	83.14	44.94	68.11	5.31	5.53	-0.22	1.60
INV	INNVENTURE INC	$4.62	33,600	-40.00%	4.87	4.89	5.18	5.28	8.35	38.84	45.19	53.95	15.25	34.70	-0.09	-0.07	-0.02	0.07
GROW	U S GLOBAL INVESTORS INC	$2.39	38,000	36.69%	2.46	2.44	2.39	2.29	2.36	44.47	28.11	36.90	17.91	33.38	0.01	0.02	-0.01	0.82
STEC	SANTECH HOLDINGS LTD	$0.71	14,900	181.13%	0.76	0.78	0.89	1.05	1.01	37.46	34.16	36.77	42.64	46.74	-0.05	-0.05	0.00	-0.17
RMCO	ROYALTY MANAGEMENT HOLDING CORP	$1.32	11,900	-77.96%	1.36	1.36	1.24	1.17	1.11	49.97	48.25	47.66	60.66	57.85	0.03	0.03	-0.01	0.23
PWM	PRESTIGE WEALTH INC	$0.41	175,000	332.10%	0.42	0.41	0.40	0.41	0.76	49.97	51.82	56.93	28.71	38.07	0.01	0.01	-0.00	0.72
RAND	RAND CAPITAL CORP	$18.35	1,200	-36.84%	18.79	18.04	16.61	17.88	18.86	57.55	52.33	61.07	0.00	12.82	0.61	0.66	-0.05	0.12
AMTD	AMTD IDEA GROUP	$1.01	20,800	35.95%	1.03	1.03	1.02	1.03	1.10	45.97	18.16	22.49	0.00	3.28	-0.00	0.00	-0.00	0.09
TGE	GENERATION ESSENTIALS GROUP	$5.51	17,500	-18.60%	5.79	6.12	8.03	9.10	9.52	34.18	20.36	18.78	25.81	31.60	-0.67	-0.72	0.05	-0.11
BENF	BENEFICIENT	$0.35	151,000	-37.86%	0.38	0.34	0.32	0.32	0.57	51.40	19.71	22.17	13.04	23.12	0.02	0.02	-0.00	0.29
GEG	GREAT ELM GROUP INC	$2.06	2,200	10.00%	2.11	2.10	2.12	2.02	1.92	45.14	48.09	55.78	56.19	65.12	0.00	0.00	-0.00	0.24
MGLD	MARYGOLD COMPANIES INC	$0.83	7,100	373.33%	0.88	0.85	0.87	0.90	1.12	46.83	40.16	38.50	40.48	37.13	0.00	0.00	-0.00	0.14
ICMB	INVESTCORP CREDIT MANAGEMENT BDC INC	$2.87	12,600	-37.62%	2.85	2.84	2.82	2.90	3.01	54.07	72.22	69.26	74.91	67.07	0.01	0.01	0.00	0.30
HNNA	HENNESSY ADVISORS INC	$12.72	1,700	-51.43%	12.74	12.59	11.81	11.06	11.24	56.91	71.51	70.85	27.30	24.02	0.25	0.29	-0.04	0.31
BRDG	BRIDGE INVESTMENT GROUP HOLDINGS INC	$10.24	247,000	88.55%	10.52	10.47	9.89	9.64	9.41	48.53	9.82	21.38	0.00	2.56	0.14	0.21	-0.08	1.14
AC	ASSOCIATED CAPITAL GROUP INC	$37.02	12,700	19.81%	37.22	37.34	37.50	36.51	36.50	44.41	26.70	22.43	9.55	17.82	-0.07	-0.02	-0.05	0.58
CWD	CALIBERCOS INC	$2.97	114,000	1,180.90%	2.75	3.02	3.32	5.89	8.89	46.61	39.74	35.42	69.06	54.50	-0.22	-0.25	0.02	0.40
BCG	BINAH CAPITAL GROUP INC	$2.09	7,300	-29.13%	2.24	2.11	2.13	2.12	2.29	47.16	23.87	29.80	27.72	35.53	0.04	0.04	0.00	-0.04

Asset Management Stocks FAQ

What are the best asset management stocks to buy right now in Aug 2025?

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. Federated Hermes (NYSE:FHI)

Federated Hermes (NYSE:FHI) 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 Federated Hermes (NYSE:FHI) is: Value: C, Growth: B, Momentum: C, Sentiment: C, Safety: C, Financials: A, and AI: C.

Federated Hermes (NYSE:FHI) has a Due Diligence Score of 46, which is 13 points higher than the asset management industry average of 33.

FHI passed 17 out of 38 due diligence checks and has strong fundamentals. Federated Hermes has seen its stock return 44.39% over the past year, overperforming other asset management stocks by 37 percentage points.

Federated Hermes has an average 1 year price target of $41.80, a downside of -15.67% from Federated Hermes's current stock price of $49.57.

Federated Hermes stock has a consensus Hold recommendation according to Wall Street analysts. Of the 5 analysts covering Federated Hermes, 0% have issued a Strong Buy rating, 20% have issued a Buy, 60% have issued a hold, while 0% have issued a Sell rating, and 20% have issued a Strong Sell.

2. Diamond Hill Investment Group (NASDAQ:DHIL)

Diamond Hill Investment Group (NASDAQ:DHIL) 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 Diamond Hill Investment Group (NASDAQ:DHIL) is: Value: B, Growth: C, Momentum: C, Sentiment: C, Safety: B, Financials: A, and AI: B.

Diamond Hill Investment Group (NASDAQ:DHIL) has a Due Diligence Score of 45, which is 12 points higher than the asset management industry average of 33.

DHIL passed 16 out of 38 due diligence checks and has strong fundamentals. Diamond Hill Investment Group has seen its stock lose -14.85% over the past year, underperforming other asset management stocks by -22 percentage points.

3. Acadian Asset Management (NYSE:AAMI)

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

Acadian Asset Management (NYSE:AAMI) has a Due Diligence Score of 44, which is 11 points higher than the asset management industry average of 33.

AAMI passed 18 out of 38 due diligence checks and has strong fundamentals. Acadian Asset Management has seen its stock return 59.56% over the past year, overperforming other asset management stocks by 52 percentage points.

Acadian Asset Management has an average 1 year price target of $30.33, a downside of -27.42% from Acadian Asset Management's current stock price of $41.79.

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.

What are the asset management stocks with highest dividends?

Out of 80 asset management stocks that have issued dividends in the past year, the 3 asset management stocks with the highest dividend yields are:

1. Noah Holdings (NYSE:NOAH)

Noah Holdings (NYSE:NOAH) has an annual dividend yield of N/A, which is N/A percentage points lower than the asset management industry average of 6.46%. Noah Holdings's dividend payout is stable, having never dropped by more than 10% in the last 10 years. Noah Holdings's dividend has shown consistent growth over the last 10 years.

2. Portman Ridge Finance (NASDAQ:PTMN)

Portman Ridge Finance (NASDAQ:PTMN) has an annual dividend yield of 19.59%, which is 13 percentage points higher than the asset management industry average of 6.46%. Portman Ridge Finance's dividend payout is not stable, having dropped more than 10% six times in the last 10 years. Portman Ridge Finance's dividend has shown consistent growth over the last 10 years.

Portman Ridge Finance's dividend payout ratio of -231% indicates that its high dividend yield might not be sustainable for the long-term.

3. Prospect Capital (NASDAQ:PSEC)

Prospect Capital (NASDAQ:PSEC) has an annual dividend yield of 18.87%, which is 12 percentage points higher than the asset management industry average of 6.46%. 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 -73.3% indicates that its high dividend yield might not be sustainable for the long-term.

Why are asset management stocks down?

Asset management stocks were down -0.94% in the last day, and down -2% over the last week.

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

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 B. 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 -14.46% in the past year. It has underperformed other stocks in the asset management industry by -22 percentage points.

2. Diamond Hill Investment Group (NASDAQ:DHIL)

Diamond Hill Investment Group (NASDAQ:DHIL) 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.

Diamond Hill Investment Group has a valuation score of 86, which is 47 points higher than the asset management industry average of 39. It passed 6 out of 7 valuation due diligence checks.

Diamond Hill Investment Group's stock has dropped -14.85% in the past year. It has underperformed other stocks in the asset management industry by -22 percentage points.

3. Triplepoint Venture Growth Bdc (NYSE:TPVG)

Triplepoint Venture Growth Bdc (NYSE:TPVG) 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.

Triplepoint Venture Growth Bdc 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.

Triplepoint Venture Growth Bdc's stock has dropped -22.08% in the past year. It has underperformed other stocks in the asset management industry by -30 percentage points.

Are asset management stocks a good buy now?

37.14% of asset management stocks rated by analysts are a hold right now. On average, analysts expect asset management stocks to rise by 1.7% over the next year.

1.19% of asset management stocks have a Zen Rating of A (Strong Buy), 5.95% of asset management stocks are rated B (Buy), 77.38% are rated C (Hold), 13.1% are rated D (Sell), and 2.38% 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 146.42x.

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.

Sectors & Industries Financial ServicesAsset Management
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.

Asset Management Stocks FAQ

1. Federated Hermes (NYSE:FHI)

2. Diamond Hill Investment Group (NASDAQ:DHIL)

3. Acadian Asset Management (NYSE:AAMI)

1. Noah Holdings (NYSE:NOAH)

2. Portman Ridge Finance (NASDAQ:PTMN)

3. Prospect Capital (NASDAQ:PSEC)

1. Virtus Investment Partners (NYSE:VRTS)

2. Diamond Hill Investment Group (NASDAQ:DHIL)

3. Triplepoint Venture Growth Bdc (NYSE:TPVG)

Company

Stock Tools

Stock Ideas

Sectors & IndustriesFinancial ServicesAsset ManagementBest 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.

Asset Management Stocks FAQ

1. Federated Hermes (NYSE:FHI)

2. Diamond Hill Investment Group (NASDAQ:DHIL)

3. Acadian Asset Management (NYSE:AAMI)

1. Noah Holdings (NYSE:NOAH)

2. Portman Ridge Finance (NASDAQ:PTMN)

3. Prospect Capital (NASDAQ:PSEC)

1. Virtus Investment Partners (NYSE:VRTS)

2. Diamond Hill Investment Group (NASDAQ:DHIL)

3. Triplepoint Venture Growth Bdc (NYSE:TPVG)

Company

Stock Tools

Stock Ideas

Sectors & Industries Financial ServicesAsset Management
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.