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 D and is the 103rd 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
BCIC	BCP INVESTMENT CORP	$11.96	81,000	-1.22%	12.69	12.78	12.26	12.18	12.55	37.51	8.69	7.97	9.68	5.65	-0.03	0.12	-0.16	0.29
CION	CION INVESTMENT CORP	$9.95	428,000	-9.51%	10.04	9.96	9.67	9.88	9.89	51.57	48.72	51.57	38.27	42.57	0.08	0.10	-0.01	0.77
FHI	FEDERATED HERMES INC	$52.92	474,000	-14.75%	51.78	50.70	50.23	51.30	46.66	66.64	83.04	80.75	87.81	79.34	0.77	0.50	0.27	0.80
HRZN	HORIZON TECHNOLOGY FINANCE CORP	$6.38	614,000	-42.88%	6.59	6.61	6.42	6.63	7.37	38.42	23.97	30.43	4.76	4.76	-0.01	0.04	-0.04	0.67
AMG	AFFILIATED MANAGERS GROUP INC	$274.83	585,000	2.27%	274.65	269.95	255.73	242.04	210.34	61.10	47.66	54.24	8.42	9.34	5.58	6.21	-0.63	1.27
GCMG	GCM GROSVENOR INC	$11.65	480,000	-8.75%	11.42	11.12	11.37	11.97	12.18	59.58	88.37	90.58	94.42	96.94	0.09	-0.01	0.10	0.69
PSEC	PROSPECT CAPITAL CORP	$2.55	4,029,000	-25.35%	2.61	2.62	2.69	2.75	3.17	40.07	12.60	8.56	16.57	8.66	-0.04	-0.03	-0.01	0.76
JHG	JANUS HENDERSON GROUP PLC	$45.31	640,000	-34.49%	45.22	44.29	43.62	43.87	40.36	59.03	65.14	67.83	48.69	54.96	0.54	0.45	0.10	1.35
NOAH	NOAH HOLDINGS LTD	$9.89	123,000	37.43%	10.05	10.23	10.86	11.38	11.01	37.13	10.72	6.89	19.57	11.29	-0.31	-0.28	-0.03	1.16
HTGC	HERCULES CAPITAL INC	$18.54	1,275,000	14.35%	18.83	18.42	17.92	18.53	18.35	53.98	64.89	70.37	21.79	35.96	0.24	0.25	-0.01	0.78
PAX	PATRIA INVESTMENTS LTD	$15.58	577,000	-32.51%	15.71	15.27	14.91	14.48	13.37	55.87	44.76	55.42	10.36	30.32	0.25	0.26	-0.01	1.01
IVZ	INVESCO LTD	$26.48	4,486,000	-21.49%	26.37	25.26	24.10	23.04	19.22	64.02	69.86	68.36	39.68	35.53	0.77	0.72	0.05	1.49
VCTR	VICTORY CAPITAL HOLDINGS INC	$62.76	328,000	-32.79%	63.45	62.92	63.49	66.20	63.76	47.50	61.79	74.80	66.76	82.98	0.07	-0.03	0.10	1.23
BEN	FRANKLIN RESOURCES INC	$23.90	5,735,000	120.75%	23.49	22.91	22.74	23.65	22.46	64.42	73.48	76.41	91.12	90.56	0.32	0.21	0.11	1.22
AAMI	ACADIAN ASSET MANAGEMENT INC	$47.66	288,000	11.20%	47.44	45.95	45.86	46.40	38.37	56.91	69.50	71.06	54.55	58.19	0.74	0.51	0.23	1.13
HLNE	HAMILTON LANE INC	$133.71	558,000	-18.66%	130.25	126.22	124.03	135.75	143.01	62.49	81.15	73.51	78.85	70.46	1.96	1.10	0.86	1.33
SSSS	SURO CAPITAL CORP	$9.07	133,000	1.53%	9.35	9.28	9.40	9.12	7.76	42.50	16.59	32.90	4.44	16.65	-0.06	-0.02	-0.04	1.00
WT	WISDOMTREE INC	$12.10	4,104,000	54.87%	11.73	11.37	11.83	12.72	11.33	62.67	86.80	83.97	91.15	87.49	0.05	-0.07	0.12	1.04
VINP	VINCI COMPASS INVESTMENTS LTD	$12.97	27,300	118.40%	12.80	12.48	11.91	11.02	10.37	64.21	82.72	90.51	56.57	76.47	0.34	0.31	0.03	0.87
SEIC	SEI INVESTMENTS CO	$83.50	682,000	24.68%	82.47	81.35	81.55	84.42	83.17	60.13	77.99	72.02	81.40	73.29	0.47	0.14	0.33	0.95
GSBD	GOLDMAN SACHS BDC INC	$9.72	1,928,000	32.97%	9.93	9.89	9.83	10.45	10.91	42.11	8.61	19.88	2.11	6.33	-0.01	0.01	-0.02	0.60
WHF	WHITEHORSE FINANCE INC	$7.25	239,000	-18.71%	7.49	7.38	7.17	7.69	8.48	46.26	16.03	26.94	4.06	9.54	0.04	0.08	-0.04	0.37
TPG	TPG INC	$64.40	2,025,000	47.59%	65.47	61.69	58.28	59.25	54.49	60.05	66.60	74.00	32.78	47.64	2.48	2.23	0.25	1.49
TROW	PRICE T ROWE GROUP INC	$103.32	1,280,000	-38.73%	104.47	103.16	102.99	104.34	99.49	49.94	43.08	49.70	12.42	20.09	0.48	0.49	-0.01	1.36
CRBG	COREBRIDGE FINANCIAL INC	$30.60	7,219,000	-40.43%	31.07	30.17	30.59	32.09	32.07	50.61	55.20	69.17	54.17	75.16	0.31	0.15	0.16	1.26
PSBD	PALMER SQUARE CAPITAL BDC INC	$12.09	412,000	188.11%	12.12	12.15	12.22	12.87	13.33	47.08	34.31	25.05	38.40	17.83	-0.06	-0.05	-0.01	0.43
SII	SPROTT INC	$94.08	112,000	-22.22%	93.71	90.95	87.39	79.21	67.92	58.40	66.15	73.80	32.47	43.54	2.18	2.20	-0.01	0.84
APAM	ARTISAN PARTNERS ASSET MANAGEMENT INC	$41.65	314,000	-23.97%	41.61	41.59	42.78	44.20	42.78	45.66	53.42	51.85	52.30	48.95	-0.35	-0.43	0.07	1.29
OXSQ	OXFORD SQUARE CAPITAL CORP	$1.78	697,000	-48.33%	1.83	1.84	1.85	1.97	2.20	38.86	41.67	54.56	33.33	66.67	-0.01	-0.01	-0.00	0.51
FDUS	FIDUS INVESTMENT CORP	$19.63	608,000	41.72%	19.89	19.74	19.97	20.46	20.30	42.45	22.62	34.57	5.16	22.43	-0.04	-0.04	0.01	0.52
VRTS	VIRTUS INVESTMENT PARTNERS INC	$163.16	92,000	91.67%	164.61	161.66	167.12	180.41	177.81	48.55	59.40	66.96	68.90	76.83	0.04	-0.93	0.97	1.38
ALTI	ALTI GLOBAL INC	$4.90	125,000	17.92%	4.90	4.46	4.10	4.07	3.80	63.41	67.29	72.51	58.01	71.50	0.29	0.24	0.04	0.49
PFG	PRINCIPAL FINANCIAL GROUP INC	$89.34	1,200,000	3.27%	89.32	86.96	83.76	81.94	80.38	62.06	68.80	72.94	33.84	43.65	1.84	1.69	0.15	1.04
CSWC	CAPITAL SOUTHWEST CORP	$21.50	602,000	33.78%	22.02	21.68	20.96	21.74	21.56	48.80	33.92	48.67	0.36	14.20	0.24	0.29	-0.05	0.69
TCPC	BLACKROCK TCP CAPITAL CORP	$5.62	946,000	-31.15%	5.98	5.94	5.80	6.31	6.92	35.24	11.46	25.14	0.00	5.62	-0.00	0.05	-0.05	0.63
OFS	OFS CAPITAL CORP	$5.07	191,000	112.22%	5.16	5.02	5.73	7.01	7.85	43.41	68.00	71.23	81.91	87.50	-0.13	-0.21	0.08	0.47
CNS	COHEN & STEERS INC	$62.99	155,000	1.97%	62.11	62.11	65.26	68.29	72.79	49.13	73.57	71.69	97.82	97.58	-0.63	-1.00	0.36	1.08
AMP	AMERIPRISE FINANCIAL INC	$487.69	800,000	12.20%	487.48	471.40	469.02	485.32	493.46	61.27	73.40	76.50	56.66	63.57	7.64	5.42	2.22	1.21
AB	ALLIANCEBERNSTEIN HOLDING LP	$39.22	146,000	-24.35%	40.54	40.64	39.93	39.58	39.48	41.44	5.53	6.42	0.00	0.00	-0.05	0.24	-0.29	0.96
ARES	ARES MANAGEMENT CORP	$166.66	2,725,000	-14.98%	171.63	163.35	154.56	165.80	163.21	55.43	58.48	67.23	17.24	36.43	5.14	4.96	0.18	1.49
APO	APOLLO GLOBAL MANAGEMENT INC	$146.30	2,594,000	-25.27%	145.35	138.39	131.22	134.20	135.46	66.74	77.02	78.80	58.69	63.47	4.90	4.13	0.76	1.47
TRIN	TRINITY CAPITAL INC	$15.18	1,719,000	80.38%	15.14	14.88	14.84	15.32	15.03	56.75	72.95	72.39	59.61	59.49	0.10	0.06	0.04	0.62
NMFC	NEW MOUNTAIN FINANCE CORP	$9.12	1,174,000	-7.92%	9.58	9.55	9.49	9.81	10.17	34.04	13.66	29.36	0.00	6.14	-0.04	0.02	-0.06	0.52
SLRC	SLR INVESTMENT CORP	$15.57	284,000	58.66%	15.82	15.77	15.27	15.66	15.97	47.50	19.34	22.19	1.68	0.56	0.08	0.15	-0.07	0.60
BX	BLACKSTONE INC	$153.73	4,418,000	17.19%	153.08	149.20	149.81	161.49	152.86	57.70	66.80	62.57	45.53	42.85	1.40	0.73	0.67	1.62
BK	BANK OF NEW YORK MELLON CORP	$114.45	2,875,000	-23.66%	115.78	113.12	110.12	107.47	97.19	55.96	38.26	53.78	3.94	22.23	1.71	1.85	-0.14	0.91
KKR	KKR & CO INC	$131.97	3,403,000	-3.52%	134.87	128.17	123.29	131.47	126.71	56.24	52.08	57.70	16.80	27.86	3.57	3.29	0.28	1.65
OWL	BLUE OWL CAPITAL INC	$15.48	11,988,000	-28.99%	15.95	15.37	15.61	17.00	18.01	49.03	38.44	45.61	17.04	28.99	0.10	0.08	0.02	1.44
STT	STATE STREET CORP	$127.37	2,056,000	-17.69%	127.09	122.32	118.46	115.75	105.50	65.33	71.30	75.53	44.97	55.48	3.12	2.71	0.40	1.16
PX	P10 INC	$9.83	251,000	-45.79%	10.04	9.70	10.09	11.03	11.02	47.34	62.37	70.69	49.38	61.98	0.02	-0.04	0.06	0.98
GECC	GREAT ELM CAPITAL CORP	$7.05	64,000	-65.22%	7.46	7.54	7.60	9.20	9.84	37.19	13.64	15.46	18.66	15.68	-0.19	-0.12	-0.07	0.22
BXSL	BLACKSTONE SECURED LENDING FUND	$27.51	1,895,000	-1.51%	28.08	27.70	26.89	27.88	29.52	49.29	36.19	51.92	0.00	10.79	0.28	0.36	-0.07	0.49
BCSF	BAIN CAPITAL SPECIALTY FINANCE INC	$13.87	394,000	-1.75%	14.29	14.25	14.05	14.51	15.03	40.87	11.17	27.92	5.52	8.83	-0.01	0.07	-0.07	0.59
SAMG	SILVERCREST ASSET MANAGEMENT GROUP INC	$15.15	52,400	23.00%	15.11	14.50	14.33	15.22	15.45	59.47	82.99	85.16	74.57	79.83	0.32	0.23	0.09	0.76
ARCC	ARES CAPITAL CORP	$20.14	5,373,000	-0.50%	20.66	20.53	20.20	20.98	21.34	41.28	13.86	24.20	2.37	7.54	0.03	0.11	-0.09	0.71
GBDC	GOLUB CAPITAL BDC INC	$13.48	2,242,000	-5.08%	13.96	13.95	13.93	14.18	14.47	33.67	5.32	9.70	0.00	0.00	-0.07	0.01	-0.08	0.51
GLAD	GLADSTONE CAPITAL CORP	$20.83	195,000	23.42%	21.22	21.03	20.09	22.48	24.56	50.45	28.80	42.22	0.00	11.11	0.25	0.29	-0.05	0.71
PNNT	PENNANTPARK INVESTMENT CORP	$6.01	409,000	-26.04%	5.96	5.99	6.27	6.65	6.73	45.71	76.39	71.91	96.71	92.54	-0.09	-0.12	0.03	0.65
TSLX	SIXTH STREET SPECIALTY LENDING INC	$21.76	367,000	-35.84%	22.24	21.93	21.81	22.76	22.62	45.73	14.91	30.67	0.00	9.00	0.07	0.11	-0.03	0.56
MFIC	MIDCAP FINANCIAL INVESTMENT CORP	$11.64	846,000	-17.78%	11.89	11.96	11.94	12.24	12.39	38.13	8.75	12.54	1.79	6.51	-0.06	-0.02	-0.04	0.76
FSK	FS KKR CAPITAL CORP	$14.97	4,425,000	33.44%	15.34	15.54	15.28	16.28	18.56	38.01	8.30	10.85	0.74	0.74	-0.09	-0.01	-0.09	0.72
WTF	WATON FINANCIAL LTD	$3.25	49,000	196.97%	3.18	3.21	4.46	4.91	N/A	41.21	44.11	45.79	88.68	90.45	-0.38	-0.46	0.08	0.82
TPVG	TRIPLEPOINT VENTURE GROWTH BDC CORP	$6.28	478,000	-27.36%	6.53	6.47	5.98	6.15	6.47	48.71	15.84	25.58	8.91	4.35	0.10	0.17	-0.07	0.74
BLK	BLACKROCK INC	$1,064.99	588,000	-9.26%	1,076.01	1,056.90	1,086.80	1,109.64	1,042.52	48.20	46.17	56.88	35.33	48.75	0.47	-2.40	2.87	1.20
CGBD	CARLYLE SECURED LENDING INC	$12.80	407,000	-34.98%	12.93	12.72	12.44	12.95	13.80	55.09	39.59	47.86	6.33	12.74	0.14	0.15	-0.01	0.61
BAM	BROOKFIELD ASSET MANAGEMENT LTD	$52.30	1,855,000	-9.64%	53.53	52.65	53.45	56.46	55.15	45.76	17.80	32.71	12.35	23.12	-0.05	-0.05	-0.00	1.30
BN	BROOKFIELD CORP	$44.77	3,589,000	-39.88%	45.91	45.91	45.52	45.15	41.55	42.65	7.74	11.75	3.40	1.13	-0.08	0.15	-0.23	1.35
NCDL	NUVEEN CHURCHILL DIRECT LENDING CORP	$14.33	432,000	-5.68%	14.61	14.58	14.32	14.86	15.57	44.75	25.13	32.95	17.88	23.91	0.03	0.08	-0.05	0.44
BUR	BURFORD CAPITAL LTD	$9.26	1,690,000	-39.77%	9.15	9.19	9.67	11.30	12.33	48.77	46.17	37.07	62.05	41.28	-0.12	-0.18	0.06	1.02
CCAP	CRESCENT CAPITAL BDC INC	$14.93	214,000	-12.65%	14.89	14.53	14.18	14.62	15.08	60.97	72.19	74.53	56.99	59.25	0.23	0.20	0.03	0.49
STEP	STEPSTONE GROUP INC	$63.04	718,000	1.84%	63.84	62.81	62.67	62.34	58.56	50.31	59.46	62.40	18.83	26.37	0.37	0.38	-0.00	1.43
PFLT	PENNANTPARK FLOATING RATE CAPITAL LTD	$9.12	723,000	22.13%	9.38	9.27	9.10	9.51	9.96	42.85	16.77	32.61	0.00	6.17	0.03	0.06	-0.03	0.62
CG	CARLYLE GROUP INC	$58.85	2,332,000	6.00%	58.17	55.85	55.62	59.76	53.01	61.01	68.99	68.75	50.82	52.51	1.04	0.67	0.37	1.64
MAIN	MAIN STREET CAPITAL CORP	$60.31	532,000	48.19%	61.46	59.52	58.39	61.65	59.44	53.64	52.07	59.20	19.04	31.32	0.76	0.73	0.03	0.73
NTRS	NORTHERN TRUST CORP	$138.33	847,000	-25.04%	137.03	133.56	129.91	129.71	118.29	65.07	75.78	80.12	48.07	57.79	2.70	2.21	0.49	1.08
BBUC	BROOKFIELD BUSINESS CORP	$35.41	99,000	27.74%	35.90	35.12	34.92	34.00	30.96	52.04	40.95	54.34	14.02	20.84	0.43	0.45	-0.03	1.29
SCM	STELLUS CAPITAL INVESTMENT CORP	$12.68	78,000	-41.79%	12.73	12.40	12.17	13.12	13.40	57.19	66.67	67.54	42.94	45.45	0.17	0.14	0.03	0.51
BENF	BENEFICIENT	$5.13	597,000	50.38%	5.77	5.15	5.04	4.25	3.38	50.01	19.45	12.99	12.27	5.87	0.05	0.20	-0.15	0.30
GAIN	GLADSTONE INVESTMENT CORPORATION	$14.00	177,000	-13.24%	13.96	13.92	13.87	13.95	13.93	54.67	65.43	58.72	53.65	38.39	0.03	0.03	0.00	0.69
CWD	CALIBERCOS INC	$1.53	156,000	64.21%	1.72	1.94	2.65	3.37	4.72	24.74	3.73	5.02	4.64	6.96	-0.32	-0.33	0.01	0.61
MLCI	MOUNT LOGAN CAPITAL INC	$8.64	225,000	-14.77%	8.00	7.82	7.71	N/A	N/A	63.75	97.04	94.41	96.62	95.94	0.21	0.09	0.12	0.30
INV	INNVENTURE INC	$4.35	1,854,000	30.11%	5.30	5.12	4.06	4.64	4.99	45.25	10.85	23.00	0.00	1.02	0.23	0.37	-0.14	0.21
GROW	U S GLOBAL INVESTORS INC	$2.42	25,000	51.52%	2.42	2.42	2.47	2.49	2.39	49.08	28.50	29.55	32.00	29.06	-0.01	-0.01	0.00	0.81
SWKH	SWK HOLDINGS CORP	$17.19	6,100	35.56%	17.20	17.04	16.63	15.62	15.52	56.87	52.94	58.03	13.31	18.36	0.22	0.25	-0.02	0.27
HNNA	HENNESSY ADVISORS INC	$9.50	17,400	163.64%	9.80	9.99	9.90	10.63	10.83	38.02	12.54	14.27	13.57	7.60	-0.13	-0.05	-0.08	0.33
WHG	WESTWOOD HOLDINGS GROUP INC	$18.16	18,000	-18.18%	17.31	16.92	16.64	16.99	16.43	68.83	89.22	89.79	95.59	98.02	0.42	0.22	0.21	0.53
DHIL	DIAMOND HILL INVESTMENT GROUP INC	$169.35	62,000	34.20%	148.10	133.20	133.20	137.83	139.99	82.13	96.84	96.82	98.29	98.57	10.88	4.60	6.27	0.77
EQS	EQUUS TOTAL RETURN INC	$1.66	8,500	-43.71%	1.72	1.78	1.88	1.98	1.56	41.06	19.07	23.04	22.83	26.93	-0.06	-0.05	-0.01	0.09
GEG	GREAT ELM GROUP INC	$2.41	15,200	-94.70%	2.59	2.59	2.52	2.51	2.26	38.60	20.70	26.98	4.40	1.47	-0.01	0.03	-0.03	0.23
AMTD	AMTD IDEA GROUP	$1.05	22,600	62.59%	1.08	1.05	1.05	1.07	1.05	49.31	62.96	74.69	52.04	67.90	0.01	0.01	0.01	0.08
MRCC	MONROE CAPITAL CORP	$6.50	105,000	-32.69%	6.58	6.46	6.64	6.87	6.86	48.32	26.41	32.55	15.50	18.85	-0.03	-0.03	-0.00	0.44
MGLD	MARYGOLD COMPANIES INC	$0.87	3,900	200.00%	0.93	0.98	1.01	0.98	0.94	39.07	3.03	6.16	18.57	23.08	-0.03	-0.02	-0.01	0.18
MAAS	MAASE INC	$4.52	37,200	-58.67%	4.13	4.08	3.76	3.70	4.59	60.70	19.95	20.01	38.19	38.29	0.12	0.11	0.01	0.34
RMCO	ROYALTY MANAGEMENT HOLDING CORP	$2.37	22,800	-43.84%	2.39	2.40	2.89	2.41	1.78	44.33	52.73	53.02	88.83	91.26	-0.12	-0.14	0.02	0.25
PFX	PHENIXFIN CORP	$42.56	800	-61.90%	42.80	42.84	43.61	46.09	48.29	46.06	54.70	72.81	78.74	92.83	0.02	-0.23	0.25	0.15
STEC	SANTECH HOLDINGS LTD	$0.96	13,700	-54.33%	0.93	1.05	1.08	1.07	1.07	46.82	22.65	23.04	39.58	36.27	-0.04	-0.04	-0.00	-0.06
ICMB	INVESTCORP CREDIT MANAGEMENT BDC INC	$2.81	102,000	871.43%	2.80	2.86	2.83	2.84	2.87	48.00	22.69	19.37	28.65	18.58	-0.01	-0.00	-0.01	0.30
BCG	BINAH CAPITAL GROUP INC	$2.25	19,300	56.91%	2.34	2.47	2.04	1.95	2.04	50.33	17.28	10.74	12.51	5.58	0.05	0.12	-0.07	0.13
AURE	PRESTIGE WEALTH INC	$0.41	27,600	-45.88%	0.46	0.48	0.51	0.52	0.47	38.89	27.84	24.78	22.01	17.38	-0.02	-0.01	-0.01	0.62
TGE	GENERATION ESSENTIALS GROUP	$0.97	57,000	132.65%	1.04	1.08	1.34	2.26	5.72	36.53	26.67	20.23	3.51	3.65	-0.11	-0.12	0.01	0.34

Asset Management Stocks FAQ

What are the best asset management stocks to buy right now in Dec 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. Bcp Investment (NASDAQ:BCIC)

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 -26.63% over the past year, underperforming other asset management stocks by -29 percentage points.

2. Cion Investment (NYSE:CION)

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 -13.33% over the past year, underperforming other asset management stocks by -16 percentage points.

Cion Investment has an average 1 year price target of $8.50, a downside of -14.57% from Cion Investment's current stock price of $9.95.

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.

3. Federated Hermes (NYSE:FHI)

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 29.8% 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 -1.74% from Federated Hermes's current stock price of $52.92.

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.

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. Great Elm Capital (NASDAQ:GECC)

Great Elm Capital (NASDAQ:GECC) has an annual dividend yield of 21.7%, which is 14 percentage points higher than the asset management industry average of 7.27%. 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.

2. Prospect Capital (NASDAQ:PSEC)

Prospect Capital (NASDAQ:PSEC) has an annual dividend yield of 21.18%, which is 14 percentage points higher than the asset management industry average of 7.27%. 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.

3. Goldman Sachs Bdc (NYSE:GSBD)

Goldman Sachs Bdc (NYSE:GSBD) has an annual dividend yield of 20.68%, which is 13 percentage points higher than the asset management industry average of 7.27%. 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.

Why are asset management stocks up?

Asset management stocks were up 0.14% in the last day, and down -2.53% 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 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 -26.15% in the past year. It has underperformed other stocks in the asset management industry by -28 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 -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 -13.62% in the past year. It has underperformed other stocks in the asset management industry by -16 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 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 6.29% in the past year. It has overperformed other stocks in the asset management industry by 4 percentage points.

Are asset management stocks a good buy now?

42.65% of asset management stocks rated by analysts are a buy right now. On average, analysts expect asset management stocks to rise by 15.69% over the next year.

2.44% of asset management stocks have a Zen Rating of A (Strong Buy), 7.32% of asset management stocks are rated B (Buy), 68.29% are rated C (Hold), 18.29% are rated D (Sell), and 3.66% 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 40.8x.

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. Bcp Investment (NASDAQ:BCIC)

2. Cion Investment (NYSE:CION)

3. Federated Hermes (NYSE:FHI)

1. Great Elm Capital (NASDAQ:GECC)

2. Prospect Capital (NASDAQ:PSEC)

3. Goldman Sachs Bdc (NYSE:GSBD)

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 (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. Bcp Investment (NASDAQ:BCIC)

2. Cion Investment (NYSE:CION)

3. Federated Hermes (NYSE:FHI)

1. Great Elm Capital (NASDAQ:GECC)

2. Prospect Capital (NASDAQ:PSEC)

3. Goldman Sachs Bdc (NYSE:GSBD)

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 (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.