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

Value Growth Financials Momentum Sentiment Forecast Dividends Due Diligence

Asset Management is Zen Rated D and is the 89th ranked industry out of 145 stock market industries

Ticker	Company	Price	1d %	1w %	1m %	3m %	6m %	1y %	3y %	5y %	10y %	52-week High	52-week Low	% off 52-week High	% off 52-week Low	Beta	Volume	Vol 1d %
FHI	FEDERATED HERMES INC	$40.61	0.39%	6.45%	-0.37%	3.56%	0.57%	24.34%	43.66%	90.60%	17.43%	$43.92	$31.24	7.54%	29.99%	0.91	992,408	19.13%
AAMI	ACADIAN ASSET MANAGEMENT INC	$26.94	4.68%	4.60%	7.06%	14.49%	2.81%	25.78%	39.33%	277.01%	45.14%	$31.52	$21.45	14.53%	25.59%	1.16	325,517	23.91%
SAMG	SILVERCREST ASSET MANAGEMENT GROUP INC	$15.30	0.00%	1.39%	-7.50%	-15.80%	-6.76%	3.73%	-28.57%	51.04%	-0.33%	$19.20	$14.15	20.31%	8.13%	0.90	130,612	13.06%
SAR	SARATOGA INVESTMENT CORP	$24.37	0.86%	2.29%	-3.04%	-1.40%	5.81%	3.71%	-1.72%	56.96%	45.79%	$26.49	$21.10	7.99%	15.50%	0.63	38,612	-5.24%
TRIN	TRINITY CAPITAL INC	$14.53	-2.06%	-3.26%	-8.25%	-7.18%	6.59%	-3.26%	-13.07%	N/A	N/A	$16.82	$12.50	13.61%	16.24%	0.63	577,623	62.38%
WHG	WESTWOOD HOLDINGS GROUP INC	$16.70	-3.05%	-3.40%	1.31%	8.01%	9.76%	28.59%	0.25%	-25.18%	-72.60%	$18.03	$11.01	7.36%	51.68%	0.71	15,397	41.74%
GCMG	GCM GROSVENOR INC	$12.54	0.40%	1.37%	-5.41%	-6.18%	9.48%	32.11%	54.29%	21.76%	N/A	$14.48	$9.25	13.40%	35.57%	0.58	334,986	-54.93%
VCTR	VICTORY CAPITAL HOLDINGS INC	$57.29	0.21%	-1.68%	-4.59%	-11.70%	-4.51%	13.80%	106.36%	285.04%	N/A	$73.42	$43.82	21.97%	30.74%	1.23	272,212	7.64%
PX	P10 INC	$11.07	1.81%	0.71%	-3.59%	-15.58%	3.49%	53.33%	-7.92%	N/A	N/A	$14.28	$7.31	22.48%	51.50%	0.94	773,716	105.82%
OFS	OFS CAPITAL CORP	$8.89	-1.24%	2.81%	-7.38%	8.00%	8.80%	-9.76%	-25.15%	84.84%	-28.62%	$10.04	$7.75	11.45%	14.71%	0.52	47,455	-4.93%
AMG	AFFILIATED MANAGERS GROUP INC	$165.63	0.78%	2.37%	-1.48%	-9.15%	-13.87%	5.22%	28.27%	156.92%	-26.29%	$199.52	$139.22	16.99%	18.97%	1.28	192,121	36.47%
GECC	GREAT ELM CAPITAL CORP	$10.13	-1.68%	-0.99%	-2.35%	-6.74%	1.94%	-3.89%	-30.70%	-50.00%	N/A	$11.39	$8.87	11.06%	14.21%	0.36	9,695	-34.81%
TCPC	BLACKROCK TCP CAPITAL CORP	$6.84	-1.32%	-3.30%	-16.15%	-25.91%	-15.63%	-35.22%	-49.74%	-17.38%	-57.47%	$11.52	$6.27	40.60%	9.09%	0.68	465,757	-13.73%
TPVG	TRIPLEPOINT VENTURE GROWTH BDC CORP	$6.07	-0.99%	-2.75%	-14.14%	-23.83%	-8.66%	-36.40%	-60.54%	-20.19%	-57.32%	$9.70	$5.53	37.42%	9.76%	0.79	232,734	53.99%
DHIL	DIAMOND HILL INVESTMENT GROUP INC	$125.98	2.16%	-0.03%	-11.09%	-13.35%	-16.09%	-14.49%	-23.84%	21.46%	-31.11%	$173.25	$122.32	27.28%	2.99%	0.77	19,248	16.53%
SII	SPROTT INC	$52.51	-1.41%	-1.33%	15.35%	19.09%	16.68%	28.24%	17.39%	N/A	N/A	$54.82	$38.41	4.21%	36.71%	0.87	110,820	-8.98%
PAX	PATRIA INVESTMENTS LTD	$10.48	1.91%	2.79%	-6.40%	-8.56%	-8.40%	-20.24%	-34.48%	N/A	N/A	$13.69	$9.43	23.45%	11.13%	1.02	820,984	64.30%
CRBG	COREBRIDGE FINANCIAL INC	$29.63	1.08%	1.59%	-5.19%	-8.52%	-5.28%	11.92%	N/A	N/A	N/A	$35.36	$23.69	16.20%	25.07%	1.26	3,229,668	33.81%
NMFC	NEW MOUNTAIN FINANCE CORP	$9.94	-1.51%	-3.26%	-11.72%	-16.32%	-11.80%	-22.79%	-25.49%	32.30%	-34.12%	$12.78	$8.84	22.19%	12.39%	0.56	322,360	-6.57%
PTMN	PORTMAN RIDGE FINANCE CORP	$12.20	-0.41%	-1.30%	-13.89%	-28.30%	-34.40%	-36.32%	-48.36%	16.83%	-79.72%	$20.84	$11.60	41.46%	5.17%	0.37	34,634	-52.43%
GLAD	GLADSTONE CAPITAL CORP	$24.95	-0.24%	-1.54%	-9.85%	-15.51%	3.06%	14.33%	8.88%	90.00%	41.74%	$30.43	$20.85	18.01%	19.65%	0.73	72,270	-24.75%
PSEC	PROSPECT CAPITAL CORP	$3.57	-0.84%	-3.54%	-12.81%	-17.29%	-30.99%	-32.57%	-52.93%	-13.24%	-57.40%	$5.72	$3.39	37.59%	5.31%	0.68	2,503,744	-39.48%
JHG	JANUS HENDERSON GROUP PLC	$33.21	4.37%	5.19%	-4.54%	-22.09%	-16.78%	11.23%	12.57%	97.61%	N/A	$46.68	$28.26	28.86%	17.52%	1.33	1,762,336	75.74%
WT	WISDOMTREE INC	$8.70	0.34%	0.92%	-4.07%	-11.01%	-14.91%	-2.46%	54.79%	186.23%	-56.17%	$12.45	$7.47	30.12%	16.47%	1.14	1,055,380	7.95%
TSLX	SIXTH STREET SPECIALTY LENDING INC	$20.76	-0.96%	-1.30%	-8.34%	-8.09%	1.48%	-5.60%	-5.21%	28.42%	12.60%	$23.67	$18.58	12.29%	11.73%	0.58	509,745	41.57%
MRCC	MONROE CAPITAL CORP	$7.00	-2.00%	-6.09%	-10.44%	-20.05%	-13.38%	-6.03%	-31.67%	-11.48%	-53.01%	$8.85	$6.44	20.90%	8.70%	0.43	58,669	-81.41%
SLRC	SLR INVESTMENT CORP	$15.54	-1.48%	-2.42%	-9.52%	-9.30%	0.20%	-1.23%	-6.25%	4.58%	-22.48%	$17.94	$13.64	13.38%	13.93%	0.61	104,650	39.03%
FDUS	FIDUS INVESTMENT CORP	$18.90	-1.32%	-1.84%	-9.69%	-17.44%	-4.11%	-8.89%	-4.60%	118.13%	12.42%	$23.55	$16.70	19.73%	13.17%	0.58	160,371	44.98%
GSBD	GOLDMAN SACHS BDC INC	$10.61	-1.32%	-2.70%	-10.28%	-18.46%	-20.74%	-33.06%	-43.31%	-31.57%	-49.62%	$15.94	$9.51	33.44%	11.57%	0.60	648,726	-38.71%
BCSF	BAIN CAPITAL SPECIALTY FINANCE INC	$15.30	-1.90%	-2.78%	-9.96%	-17.35%	-9.80%	-10.97%	-1.51%	55.22%	N/A	$19.21	$13.20	20.34%	15.91%	0.63	425,316	149.78%
BBUC	BROOKFIELD BUSINESS CORP	$26.23	-2.06%	2.07%	-4.25%	10.97%	7.27%	26.30%	-6.28%	N/A	N/A	$28.45	$18.21	7.80%	44.04%	1.27	70,306	-19.37%
CNS	COHEN & STEERS INC	$76.32	0.54%	-0.16%	-4.91%	-11.96%	-21.74%	10.12%	-1.62%	35.40%	101.60%	$110.67	$67.09	31.04%	13.76%	1.14	173,622	76.64%
SSSS	SURO CAPITAL CORP	$4.62	3.25%	3.47%	-4.60%	-8.80%	3.25%	26.86%	-42.18%	-24.04%	-50.57%	$6.83	$3.52	32.40%	31.25%	0.88	23,168	-21.97%
OWL	BLUE OWL CAPITAL INC	$18.53	-3.35%	-3.03%	-12.29%	-29.57%	-16.50%	-3.97%	44.44%	N/A	N/A	$26.73	$14.55	30.66%	27.35%	1.38	7,934,431	20.72%
APAM	ARTISAN PARTNERS ASSET MANAGEMENT INC	$36.98	4.14%	3.61%	-2.78%	-11.94%	-13.42%	-5.71%	14.78%	32.93%	-15.06%	$49.54	$32.75	25.35%	12.92%	1.32	1,106,126	2.74%
PFLT	PENNANTPARK FLOATING RATE CAPITAL LTD	$10.11	-1.38%	0.00%	-10.42%	-10.50%	-10.18%	-12.54%	-23.19%	47.27%	-30.33%	$12.02	$8.82	15.89%	14.63%	0.67	741,554	-21.40%
SEIC	SEI INVESTMENTS CO	$78.29	-0.06%	-0.58%	1.24%	-8.83%	3.21%	18.17%	39.04%	57.17%	68.51%	$87.25	$62.38	10.27%	25.50%	0.96	909,972	52.06%
VRTS	VIRTUS INVESTMENT PARTNERS INC	$153.59	1.88%	-0.23%	-10.08%	-20.37%	-27.91%	-28.84%	-13.00%	68.26%	18.19%	$252.82	$142.18	39.25%	8.03%	1.41	71,135	81.01%
WHF	WHITEHORSE FINANCE INC	$9.57	-0.21%	-2.45%	-0.31%	-9.39%	-17.81%	-25.80%	-33.82%	5.52%	-25.10%	$13.44	$8.44	28.79%	13.46%	0.43	60,903	100.27%
RAND	RAND CAPITAL CORP	$19.10	-1.60%	-3.28%	-3.04%	-16.28%	15.84%	33.83%	24.47%	-16.47%	-45.33%	$31.89	$13.82	40.11%	38.21%	0.20	1,828	30.20%
BXSL	BLACKSTONE SECURED LENDING FUND	$29.30	-0.96%	-1.26%	-11.36%	-13.94%	-5.13%	-9.74%	8.20%	N/A	N/A	$34.64	$25.89	15.42%	13.17%	0.48	706,906	-12.11%
MAIN	MAIN STREET CAPITAL CORP	$53.56	-1.74%	-3.68%	-8.82%	-14.78%	3.87%	4.95%	34.26%	111.28%	67.40%	$63.32	$45.00	15.41%	19.02%	0.75	458,556	49.48%
SCM	STELLUS CAPITAL INVESTMENT CORP	$12.78	-0.70%	-3.64%	-9.36%	-13.67%	-8.18%	-10.63%	-4.08%	67.64%	1.60%	$15.56	$11.19	17.87%	14.21%	0.55	130,698	-14.57%
ARES	ARES MANAGEMENT CORP	$152.53	-0.17%	-0.46%	1.89%	-22.52%	-5.93%	15.62%	125.18%	366.09%	745.47%	$200.49	$110.63	23.92%	37.87%	1.38	1,705,905	48.82%
CCAP	CRESCENT CAPITAL BDC INC	$15.97	-1.66%	-1.72%	-8.32%	-19.50%	-12.85%	-9.53%	-8.16%	52.48%	N/A	$20.19	$13.54	20.90%	17.95%	0.44	82,066	29.02%
CSWC	CAPITAL SOUTHWEST CORP	$20.38	-1.18%	0.90%	-10.25%	-9.61%	-16.01%	-23.07%	-10.65%	60.61%	-57.92%	$27.23	$17.46	25.16%	16.72%	0.68	288,668	-21.51%
GBDC	GOLUB CAPITAL BDC INC	$14.32	-1.82%	-2.77%	-7.56%	-10.62%	-6.76%	-17.20%	-5.83%	40.74%	-19.66%	$17.12	$12.68	16.37%	12.93%	0.53	1,359,321	-22.27%
HRZN	HORIZON TECHNOLOGY FINANCE CORP	$7.44	-4.10%	-17.70%	-24.66%	-23.53%	-24.42%	-39.48%	-43.33%	-22.95%	-49.75%	$12.63	$7.26	41.09%	2.44%	0.71	2,328,509	170.59%
CGBD	CARLYLE SECURED LENDING INC	$14.77	-2.44%	-1.23%	-11.27%	-22.11%	-13.76%	-16.85%	4.04%	88.37%	N/A	$18.74	$13.12	21.18%	12.58%	0.64	730,649	136.66%
BUR	BURFORD CAPITAL LTD	$13.58	-0.44%	-2.10%	0.15%	-2.24%	0.15%	-12.55%	57.21%	N/A	N/A	$16.37	$11.17	17.04%	21.58%	0.98	929,558	6.09%
FSK	FS KKR CAPITAL CORP	$19.89	-1.51%	-2.25%	-8.29%	-15.60%	-2.73%	1.98%	-4.67%	48.41%	-53.27%	$24.10	$17.42	17.47%	14.18%	0.75	929,723	-16.44%
STEP	STEPSTONE GROUP INC	$50.01	3.06%	2.51%	-4.36%	-18.26%	-12.64%	45.22%	94.49%	N/A	N/A	$70.38	$35.25	28.94%	41.87%	1.37	550,290	34.81%
MFIC	MIDCAP FINANCIAL INVESTMENT CORP	$11.86	-1.01%	-1.76%	-8.64%	-16.14%	-11.60%	-23.22%	-5.48%	37.31%	-50.84%	$16.37	$10.18	27.53%	16.50%	0.85	264,949	7.88%
HLNE	HAMILTON LANE INC	$154.49	0.73%	5.14%	2.44%	-1.51%	-13.50%	38.28%	119.37%	152.22%	N/A	$203.72	$112.46	24.17%	37.38%	1.24	415,539	3.45%
BN	BROOKFIELD CORP	$53.67	0.76%	2.19%	0.52%	-8.83%	1.77%	32.00%	7.73%	64.73%	124.67%	$62.78	$39.97	14.51%	34.28%	1.34	2,497,947	67.39%
HTGC	HERCULES CAPITAL INC	$17.90	-0.50%	-0.67%	-6.75%	-15.15%	-7.38%	-7.72%	7.68%	80.63%	28.41%	$22.04	$15.65	18.78%	14.38%	0.82	1,181,841	5.89%
IVZ	INVESCO LTD	$13.93	-0.07%	-1.07%	-8.36%	-24.10%	-21.71%	-2.93%	-25.96%	74.22%	-66.55%	$19.55	$11.60	28.75%	20.09%	1.50	5,406,317	64.43%
TROW	PRICE T ROWE GROUP INC	$88.55	-0.49%	-1.56%	-4.50%	-23.55%	-21.36%	-20.11%	-29.66%	-20.21%	8.14%	$125.81	$77.85	29.61%	13.74%	1.34	3,445,311	120.30%
BAM	BROOKFIELD ASSET MANAGEMENT LTD	$53.33	-0.17%	1.54%	7.56%	-8.51%	0.09%	39.41%	N/A	N/A	N/A	$62.61	$37.29	14.82%	43.01%	1.27	2,435,083	45.95%
NOAH	NOAH HOLDINGS LTD	$9.19	2.72%	0.21%	-0.32%	-11.36%	-24.24%	-22.24%	-48.42%	-63.71%	-72.05%	$15.44	$7.14	40.48%	28.71%	1.13	97,767	-12.83%
CG	CARLYLE GROUP INC	$38.64	1.35%	0.95%	-11.54%	-27.72%	-21.55%	-4.42%	5.70%	76.56%	26.98%	$57.50	$33.02	32.80%	17.02%	1.56	3,182,395	41.25%
BK	BANK OF NEW YORK MELLON CORP	$80.41	0.62%	2.78%	-3.41%	-5.02%	7.44%	43.30%	89.48%	124.75%	89.31%	$90.34	$56.31	10.99%	42.80%	0.94	4,759,080	51.46%
PNNT	PENNANTPARK INVESTMENT CORP	$6.52	-1.69%	-0.62%	-9.46%	-10.10%	-6.56%	-9.08%	-11.95%	104.79%	-31.30%	$8.04	$5.72	18.91%	13.99%	0.74	356,546	-16.93%
BEN	FRANKLIN RESOURCES INC	$18.76	-0.11%	-0.05%	-2.95%	-9.56%	-10.08%	-17.70%	-26.02%	3.94%	-64.06%	$24.86	$16.25	24.54%	15.45%	1.24	5,797,261	95.50%
VINP	VINCI PARTNERS INVESTMENTS LTD	$9.64	-0.10%	0.47%	-5.50%	-5.59%	-4.75%	-10.17%	-17.55%	N/A	N/A	$11.62	$8.66	17.04%	11.32%	0.88	48,410	24.92%
AB	ALLIANCEBERNSTEIN HOLDING LP	$39.40	3.60%	7.93%	6.11%	5.31%	9.06%	23.29%	2.77%	87.68%	27.36%	$41.37	$30.57	4.76%	28.88%	0.99	258,881	-47.49%
BX	BLACKSTONE INC	$131.71	1.28%	-0.86%	-6.59%	-23.14%	-20.67%	13.53%	26.08%	164.56%	219.57%	$200.96	$115.66	34.46%	13.88%	1.54	5,713,425	151.63%
CION	CION INVESTMENT CORP	$9.92	-1.41%	-2.00%	-6.68%	-16.41%	-16.05%	-14.14%	-11.57%	N/A	N/A	$12.71	$8.51	21.95%	16.57%	0.79	302,421	56.08%
STT	STATE STREET CORP	$88.10	0.72%	1.32%	-0.10%	-9.62%	-4.39%	21.37%	29.38%	50.19%	14.27%	$103.00	$70.20	14.47%	25.50%	1.20	1,848,885	-12.72%
AMP	AMERIPRISE FINANCIAL INC	$471.02	-0.10%	-0.75%	-3.71%	-12.40%	-7.23%	13.81%	75.04%	322.91%	275.19%	$582.05	$385.74	19.08%	22.11%	1.25	472,489	-9.94%
GAIN	GLADSTONE INVESTMENT CORPORATION	$13.75	-0.95%	-1.94%	1.19%	1.95%	0.96%	-4.35%	-10.63%	28.98%	77.81%	$14.85	$11.42	7.41%	20.40%	0.69	129,351	21.85%
AC	ASSOCIATED CAPITAL GROUP INC	$36.12	-2.93%	-0.62%	-8.20%	-2.69%	-2.61%	9.05%	-9.57%	-2.56%	N/A	$43.85	$28.58	17.62%	26.38%	0.61	4,600	158.28%
TPG	TPG INC	$46.45	0.47%	-0.09%	-2.20%	-28.72%	-29.22%	6.53%	78.47%	N/A	N/A	$72.98	$37.52	36.35%	23.80%	1.48	936,894	81.35%
WTF	WATON FINANCIAL LTD	$6.30	2.06%	-15.39%	-67.61%	N/A	N/A	N/A	N/A	N/A	N/A	$19.85	$4.05	68.26%	55.56%	0.65	182,423	-60.78%
ARCC	ARES CAPITAL CORP	$20.66	-1.55%	-3.60%	-8.75%	-14.54%	-3.14%	-2.45%	0.84%	64.23%	20.00%	$23.84	$18.26	13.34%	13.14%	0.72	5,089,081	-27.30%
PFG	PRINCIPAL FINANCIAL GROUP INC	$74.15	-0.11%	-1.24%	-13.01%	-8.52%	-9.87%	-7.24%	7.69%	111.03%	43.38%	$91.98	$68.39	19.38%	8.42%	1.13	1,764,618	8.52%
NTRS	NORTHERN TRUST CORP	$93.98	1.02%	2.75%	-3.07%	-14.33%	-4.99%	14.32%	-9.10%	25.80%	28.82%	$114.67	$79.68	18.04%	17.95%	1.09	1,219,658	-2.86%
OXSQ	OXFORD SQUARE CAPITAL CORP	$2.54	0.00%	4.10%	-1.93%	-6.96%	-13.31%	-22.80%	-36.34%	0.79%	-62.15%	$3.28	$2.28	22.56%	11.40%	0.59	492,220	43.92%
INV	INNVENTURE INC	$4.20	-4.76%	-14.71%	-39.39%	-67.97%	-63.96%	-63.48%	-59.43%	N/A	N/A	$18.75	$3.00	77.60%	40.00%	0.03	76,711	160.12%
KKR	KKR & CO INC	$114.27	0.19%	1.09%	-2.84%	-29.86%	-16.78%	20.36%	116.26%	369.61%	406.15%	$170.40	$86.15	32.94%	32.64%	1.58	4,626,435	21.25%
APO	APOLLO GLOBAL MANAGEMENT INC	$136.48	1.03%	3.43%	-0.35%	-17.49%	-2.21%	27.95%	165.58%	248.56%	502.67%	$189.49	$95.11	27.98%	43.50%	1.45	4,411,586	60.15%
ALTI	ALTI GLOBAL INC	$3.43	-4.96%	-1.51%	3.16%	-13.76%	-22.57%	-31.80%	-66.97%	N/A	N/A	$5.45	$2.33	37.06%	47.21%	0.46	65,845	-45.49%
AMOD	ALPHA MODUS HOLDINGS INC	$1.21	4.96%	-2.31%	-3.79%	-51.34%	-88.24%	-88.89%	-87.08%	N/A	N/A	$13.49	$1.02	91.03%	18.63%	0.27	22,729	-31.20%
ICMB	INVESTCORP CREDIT MANAGEMENT BDC INC	$2.82	1.60%	-8.33%	-11.04%	-7.89%	-3.38%	-12.86%	-40.91%	-34.40%	-79.70%	$3.67	$2.46	23.36%	14.43%	0.31	54,013	196.32%
HNNA	HENNESSY ADVISORS INC	$10.78	-0.83%	3.19%	5.95%	-10.09%	5.83%	53.26%	8.47%	37.94%	-17.18%	$13.88	$6.60	22.33%	63.33%	0.29	2,515	-3.82%
BLK	BLACKROCK INC	$914.26	0.21%	-0.01%	-2.96%	-9.63%	-7.00%	21.90%	46.63%	89.22%	148.52%	$1.08k	$748.78	15.68%	22.10%	1.17	1,019,464	159.79%
CWD	CALIBERCOS INC	$0.25	-11.16%	-9.72%	-58.70%	-64.26%	-66.26%	-73.76%	N/A	N/A	N/A	$1.04	$0.20	75.87%	25.50%	0.40	323,823	153.27%
BRDG	BRIDGE INVESTMENT GROUP HOLDINGS INC	$9.59	0.94%	3.20%	0.21%	22.22%	-7.81%	44.48%	-48.59%	N/A	N/A	$11.69	$6.70	17.96%	43.13%	1.11	168,756	21.86%
MGLD	MARYGOLD COMPANIES INC	$0.90	-1.11%	-5.12%	-12.75%	-16.82%	-23.08%	-36.43%	-31.54%	30.88%	N/A	$2.10	$0.70	57.14%	28.57%	0.12	7,126	-41.41%
HPH	HIGHEST PERFORMANCES HOLDINGS INC	$11.45	-48.91%	-19.20%	-30.70%	-62.18%	-77.79%	-98.90%	-98.05%	-98.40%	N/A	$558.00	$3.76	97.95%	204.28%	0.21	318,673	-9.17%
PFX	PHENIXFIN CORP	$49.75	0.00%	-2.55%	-4.97%	2.14%	5.34%	9.82%	27.68%	310.95%	-73.48%	$57.40	$42.50	13.33%	17.06%	0.20	261	86.43%
SWKH	SWK HOLDINGS CORP	$14.09	-5.75%	-10.12%	-23.33%	-19.02%	-19.61%	-23.85%	-31.83%	13.94%	-17.00%	$20.49	$13.96	31.23%	0.93%	0.32	23,790	89.32%
STEC	SANTECH HOLDINGS LTD	$1.00	-28.00%	-22.50%	-45.45%	9.09%	-45.86%	-10.78%	-89.97%	N/A	N/A	$3.25	$0.20	69.23%	400.00%	-0.20	26,841	315.30%
BCG	BINAH CAPITAL GROUP INC	$2.27	1.54%	4.77%	14.68%	11.35%	8.73%	-65.57%	N/A	N/A	N/A	$12.22	$1.71	81.42%	32.75%	-0.12	19,930	75.84%
RMCO	ROYALTY MANAGEMENT HOLDING CORP	$1.16	-1.29%	-11.24%	5.05%	-2.14%	5.05%	31.61%	-88.95%	N/A	N/A	$1.59	$0.74	27.04%	56.76%	0.24	37,319	-29.05%
PWM	PRESTIGE WEALTH INC	$0.39	3.90%	12.36%	-6.10%	-73.68%	-56.47%	-62.96%	N/A	N/A	N/A	$2.70	$0.31	85.74%	24.19%	0.67	34,793	-95.96%
BENF	BENEFICIENT	$0.28	1.07%	10.12%	-5.03%	-53.83%	-78.88%	-86.13%	-99.96%	N/A	N/A	$13.00	$0.22	97.85%	27.85%	0.32	27,562	-67.67%
EQS	EQUUS TOTAL RETURN INC	$1.04	-2.88%	1.00%	0.00%	-19.20%	-25.19%	-32.21%	-59.27%	-14.41%	-48.47%	$1.53	$0.87	32.03%	19.40%	0.13	1,735	19,177.78%
GROW	U S GLOBAL INVESTORS INC	$2.13	0.47%	0.00%	-5.31%	-13.01%	-13.71%	-19.55%	-58.61%	20.90%	-32.28%	$2.74	$2.02	22.26%	5.45%	0.83	29,269	175.11%
LRFC	LOGAN RIDGE FINANCE CORP	$18.00	-0.56%	-1.38%	-17.89%	-28.31%	-29.80%	-19.72%	-6.53%	-24.09%	-83.10%	$26.00	$17.30	30.77%	4.05%	0.34	8,276	-75.65%

Asset Management Stocks FAQ

What are the best asset management stocks to buy right now in May 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: B.

Federated Hermes (NYSE:FHI) has a Due Diligence Score of 50, which is 16 points higher than the asset management industry average of 34.

FHI passed 18 out of 38 due diligence checks and has strong fundamentals. Federated Hermes has seen its stock return 24.34% over the past year, overperforming other asset management stocks by 28 percentage points.

Federated Hermes has an average 1 year price target of $40.80, an upside of 0.47% from Federated Hermes's current stock price of $40.61.

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. Acadian Asset Management (NYSE:AAMI)

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

Acadian Asset Management (NYSE:AAMI) has a Due Diligence Score of 40, which is 6 points higher than the asset management industry average of 34.

AAMI passed 16 out of 38 due diligence checks and has average fundamentals. Acadian Asset Management has seen its stock return 25.78% over the past year, overperforming other asset management stocks by 30 percentage points.

Acadian Asset Management has an average 1 year price target of $26.50, a downside of -1.63% from Acadian Asset Management's current stock price of $26.94.

Acadian Asset Management stock has a consensus Hold recommendation according to Wall Street analysts. Of the 2 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.

3. Silvercrest Asset Management Group (NASDAQ:SAMG)

Silvercrest Asset Management Group (NASDAQ:SAMG) 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 Silvercrest Asset Management Group (NASDAQ:SAMG) is: Value: C, Growth: C, Momentum: C, Sentiment: C, Safety: C, Financials: B, and AI: B.

Silvercrest Asset Management Group (NASDAQ:SAMG) has a Due Diligence Score of 60, which is 26 points higher than the asset management industry average of 34.

SAMG passed 21 out of 38 due diligence checks and has strong fundamentals. Silvercrest Asset Management Group has seen its stock return 3.73% over the past year, overperforming other asset management stocks by 8 percentage points.

What are the asset management stocks with highest dividends?

Out of 79 asset management stocks that have issued dividends in the past year, the 3 asset management stocks with the highest dividend yields are:

1. Swk Holdings (NASDAQ:SWKH)

Swk Holdings (NASDAQ:SWKH) has an annual dividend yield of 28.39%, which is 21 percentage points higher than the asset management industry average of 7.06%.

Swk Holdings's dividend payout ratio of 0% indicates that its high dividend yield might not be sustainable for the long-term.

2. Triplepoint Venture Growth Bdc (NYSE:TPVG)

Triplepoint Venture Growth Bdc (NYSE:TPVG) has an annual dividend yield of 21.42%, which is 14 percentage points higher than the asset management industry average of 7.06%. Triplepoint Venture Growth Bdc's dividend payout is not stable, having dropped more than 10% four times in the last 10 years. Triplepoint Venture Growth Bdc's dividend has not shown consistent growth over the last 10 years.

Triplepoint Venture Growth Bdc's dividend payout ratio of 170.7% indicates that its high dividend yield might not be sustainable for the long-term.

3. Portman Ridge Finance (NASDAQ:PTMN)

Portman Ridge Finance (NASDAQ:PTMN) has an annual dividend yield of 21.39%, which is 14 percentage points higher than the asset management industry average of 7.06%. Portman Ridge Finance's dividend payout is not stable, having dropped more than 10% five 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 -431.2% 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 -0.6% in the last day, and up 2.46% over the last week. Horizon Technology Finance was the among the top losers in the asset management industry, dropping -4.1% yesterday.

Horizon Technology Finance shares are trading lower after the company reported Q1 financial results and missed its net and total investment income estimates.

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. Corebridge Financial (NYSE:CRBG)

Corebridge Financial (NYSE:CRBG) 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.

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 gained 11.92% in the past year. It has overperformed other stocks in the asset management industry by 16 percentage points.

2. Virtus Investment Partners (NYSE:VRTS)

Virtus Investment Partners (NYSE:VRTS) 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.

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 -28.84% in the past year. It has underperformed other stocks in the asset management industry by -25 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 30 points higher than the asset management industry average of 41. It passed 5 out of 7 valuation due diligence checks.

Triplepoint Venture Growth Bdc's stock has dropped -36.4% in the past year. It has underperformed other stocks in the asset management industry by -32 percentage points.

Are asset management stocks a good buy now?

37.68% of asset management stocks rated by analysts are a hold right now. On average, analysts expect asset management stocks to rise by 14.83% over the next year.

1.2% of asset management stocks have a Zen Rating of A (Strong Buy), 9.64% of asset management stocks are rated B (Buy), 75.9% are rated C (Hold), 8.43% are rated D (Sell), and 4.82% 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 35.89x.

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.