Sectors & IndustriesFinancial 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
D
Asset Management is Zen Rated D and is the 103rd ranked industry out of 145 stock market industries
Learn how the Zen Ratings work
Ticker
Company
Zen Rating
Financials
Market Cap
ROE
ROA
ROCE
ROIC
D/E
Current Ratio
Gross Margin
Profit Margin
Operating Margin
BCIC
BCP INVESTMENT CORP
$156.45M8.80%3.50%N/A4.90%1.46N/A82.40%28.40%60.44%
CION
CION INVESTMENT CORP
$514.13M3.30%1.40%N/A4.00%1.44N/A79.10%10.60%48.80%
FHI
FEDERATED HERMES INC
$4.10B33.70%17.90%27.14%74.00%0.793.13100.00%21.60%30.00%
HRZN
HORIZON TECHNOLOGY FINANCE CORP
$283.17M-7.70%-3.10%N/A0.90%1.41N/A87.90%-24.20%10.67%
AMG
AFFILIATED MANAGERS GROUP INC
$7.73B16.20%6.00%N/A13.20%1.31N/A100.00%26.00%41.89%
GCMG
GCM GROSVENOR INC
$2.26B-179.90%5.40%N/A7.40%-92.30N/A100.00%6.20%12.89%
PSEC
PROSPECT CAPITAL CORP
$1.20B-12.00%-5.50%N/A-1.30%0.67N/A75.50%-55.90%-17.00%
JHG
JANUS HENDERSON GROUP PLC
$7.00B11.40%7.30%10.73%40.70%0.414.02100.00%20.10%27.53%
NOAH
NOAH HOLDINGS LTD
$688.52M6.60%5.60%9.25%14.70%0.174.7749.50%25.90%37.33%
HTGC
HERCULES CAPITAL INC
$3.37B14.90%7.50%N/A6.60%1.01N/A100.00%60.00%77.82%
PAX
PATRIA INVESTMENTS LTD
$2.48BN/AN/AN/AN/AN/AN/A52.20%26.20%37.53%
IVZ
INVESCO LTD
$11.79B2.00%1.00%N/A4.40%0.97N/A100.00%4.60%15.37%
VCTR
VICTORY CAPITAL HOLDINGS INC
$4.08B14.50%7.60%N/A36.10%0.76N/A55.20%22.30%38.60%
BEN
FRANKLIN RESOURCES INC
$12.45B4.30%1.60%N/A2.80%1.51N/A100.00%6.00%9.78%
AAMI
ACADIAN ASSET MANAGEMENT INC
$1.70B93.00%12.50%N/A15.60%5.75N/A100.00%15.70%25.91%
HLNE
HAMILTON LANE INC
$7.46B30.90%12.90%N/A16.70%1.00N/A100.00%31.10%41.40%
SSSS
SURO CAPITAL CORP
$227.83M36.00%25.90%N/A24.20%0.33N/A100.00%2,929.30%3,137.01%
WT
WISDOMTREE INC
$1.70B23.60%8.40%12.66%24.10%2.882.82100.00%21.10%33.03%
VINP
VINCI COMPASS INVESTMENTS LTD
$891.00M9.20%5.00%9.56%10.40%0.856.68100.00%18.10%31.63%
SEIC
SEI INVESTMENTS CO
$10.22B30.20%26.10%34.74%76.00%0.185.73100.00%31.10%39.64%
GSBD
GOLDMAN SACHS BDC INC
$1.11B8.70%3.80%N/A4.70%1.33N/A83.60%34.70%64.76%
WHF
WHITEHORSE FINANCE INC
$168.51M3.60%1.50%N/A1.00%1.36N/A43.90%12.90%12.91%
TPG
TPG INC
$24.35B12.90%1.00%N/A2.40%8.09N/A27.40%2.80%6.61%
TROW
PRICE T ROWE GROUP INC
$22.55B19.80%14.70%N/A32.20%0.26N/A55.70%28.90%38.20%
CRBG
COREBRIDGE FINANCIAL INC
$15.93B8.00%0.20%N/A0.50%29.31N/A32.60%5.40%10.53%
PSBD
PALMER SQUARE CAPITAL BDC INC
$382.04M-8.00%-3.10%N/A0.50%1.61N/A86.80%-31.80%8.75%
SII
SPROTT INC
$2.43B15.00%12.00%17.10%56.70%0.352.1442.10%23.30%32.28%
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC
$3.36B69.40%17.60%N/A25.20%2.20N/A100.00%22.90%32.92%
OXSQ
OXFORD SQUARE CAPITAL CORP
$145.37M-1.60%-0.90%N/A1.50%0.98N/A89.10%-6.40%14.56%
FDUS
FIDUS INVESTMENT CORP
$715.07M11.90%6.60%N/A6.70%0.80N/A73.40%54.00%74.34%
VRTS
VIRTUS INVESTMENT PARTNERS INC
$1.10B15.10%3.60%N/A6.90%3.14N/A100.00%15.50%40.43%
ALTI
ALTI GLOBAL INC
$718.60M-25.10%-13.50%N/A-37.60%0.45N/A19.10%-74.10%-65.10%
PFG
PRINCIPAL FINANCIAL GROUP INC
$19.63B13.90%0.50%N/A0.60%27.63N/A46.30%10.00%11.60%
CSWC
CAPITAL SOUTHWEST CORP
$1.24B9.70%4.60%N/A3.60%1.13N/A100.00%39.80%46.78%
TCPC
BLACKROCK TCP CAPITAL CORP
$476.81M-1.20%-0.50%N/A2.00%1.45N/A92.30%-4.20%27.31%
OFS
OFS CAPITAL CORP
$67.93M2.10%0.80%N/A3.00%1.77N/A79.70%7.50%45.17%
CNS
COHEN & STEERS INC
$3.21B31.30%20.50%N/A26.20%0.40N/A88.60%29.70%38.49%
AMP
AMERIPRISE FINANCIAL INC
$45.31B62.50%2.00%N/A2.70%28.45N/A49.70%20.10%27.12%
AB
ALLIANCEBERNSTEIN HOLDING LP
$3.57B18.00%18.00%N/A20.00%0.00N/A100.00%90.00%100.00%
ARES
ARES MANAGEMENT CORP
$54.48B13.10%2.10%N/A5.20%4.11N/A100.00%10.30%32.09%
APO
APOLLO GLOBAL MANAGEMENT INC
$84.92B21.60%1.00%N/A1.30%17.71N/A44.70%15.30%19.26%
TRIN
TRINITY CAPITAL INC
$1.15B15.90%7.20%N/A7.30%1.25N/A82.70%50.50%77.42%
NMFC
NEW MOUNTAIN FINANCE CORP
$940.78M5.40%2.20%N/A4.10%1.45N/A81.40%20.80%58.80%
SLRC
SLR INVESTMENT CORP
$849.42M9.10%3.60%N/A4.90%1.55N/A75.80%41.00%71.71%
BX
BLACKSTONE INC
$113.52B32.90%6.00%N/A7.80%3.00N/A61.10%20.60%31.73%
BK
BANK OF NEW YORK MELLON CORP
$79.81B11.60%1.10%N/A1.90%9.37N/A100.00%25.40%33.71%
KKR
KKR & CO INC
$117.63B8.30%0.60%N/A1.60%10.86N/A47.10%13.40%37.53%
OWL
BLUE OWL CAPITAL INC
$24.14B2.30%0.40%N/A3.40%2.74N/A53.10%1.90%8.59%
STT
STATE STREET CORP
$35.58B10.30%0.70%N/A1.30%12.42N/A100.00%20.10%25.93%
PX
P10 INC
$1.08B4.50%1.70%N/A7.90%1.56N/A100.00%5.10%15.64%
GECC
GREAT ELM CAPITAL CORP
$98.69M-5.80%-2.10%N/A1.80%2.00N/A83.50%-17.10%22.54%
BXSL
BLACKSTONE SECURED LENDING FUND
$6.36B9.60%4.30%N/A4.80%1.27N/A80.60%42.40%70.14%
BCSF
BAIN CAPITAL SPECIALTY FINANCE INC
$899.73M8.20%3.50%N/A4.40%1.41N/A80.60%33.50%64.38%
SAMG
SILVERCREST ASSET MANAGEMENT GROUP INC
$185.41M9.30%4.00%N/A15.80%1.09N/A100.00%5.30%8.23%
ARCC
ARES CAPITAL CORP
$14.41B9.80%4.70%N/A5.10%1.15N/A75.00%45.20%72.53%
GBDC
GOLUB CAPITAL BDC INC
$3.55B9.40%4.20%N/A4.80%1.25N/A81.50%43.30%76.57%
GLAD
GLADSTONE CAPITAL CORP
$470.61M11.90%7.00%N/A6.90%0.84N/A81.60%64.20%86.60%
PNNT
PENNANTPARK INVESTMENT CORP
$392.43M6.80%2.50%N/A3.90%1.91N/A78.80%26.70%62.62%
TSLX
SIXTH STREET SPECIALTY LENDING INC
$2.06B11.90%5.50%N/A6.30%1.17N/A80.20%41.20%71.82%
MFIC
MIDCAP FINANCIAL INVESTMENT CORP
$1.09B7.20%3.00%N/A4.40%1.42N/A86.30%30.80%69.91%
FSK
FS KKR CAPITAL CORP
$4.19B4.30%1.90%N/A3.40%1.26N/A77.70%17.20%47.72%
WTF
WATON FINANCIAL LTD
$156.77M-101.80%-37.70%-92.31%-5,854.10%1.411.4166.50%-190.40%-187.97%
TPVG
TRIPLEPOINT VENTURE GROWTH BDC CORP
$253.71M9.70%4.30%N/A5.40%1.35N/A85.80%36.00%65.19%
BLK
BLACKROCK INC
$165.23B12.20%4.10%N/A8.40%1.82N/A47.70%26.60%36.57%
CGBD
CARLYLE SECURED LENDING INC
$933.16M6.40%3.00%N/A4.40%1.15N/A78.30%29.50%62.73%
BAM
BROOKFIELD ASSET MANAGEMENT LTD
$84.24B30.60%16.90%N/A16.60%0.69N/A67.20%58.20%59.63%
BN
BROOKFIELD CORP
$110.53B2.20%0.20%N/A2.90%7.53N/A24.20%1.30%25.53%
NCDL
NUVEEN CHURCHILL DIRECT LENDING CORP
$707.72M8.70%3.80%N/A2.50%1.32N/A51.00%36.80%37.17%
BUR
BURFORD CAPITAL LTD
$2.03B3.50%1.40%N/A3.00%1.40N/A100.00%18.40%52.61%
CCAP
CRESCENT CAPITAL BDC INC
$552.30M5.00%2.20%N/A1.50%1.28N/A45.60%20.80%21.57%
STEP
STEPSTONE GROUP INC
$7.45B-794.50%-12.90%N/A-19.30%-17.59N/A-63.30%-40.10%-50.11%
PFLT
PENNANTPARK FLOATING RATE CAPITAL LTD
$904.87M6.30%2.60%N/A4.10%1.71N/A81.10%25.40%61.38%
CG
CARLYLE GROUP INC
$21.21B11.70%2.70%N/A2.80%3.60N/A55.50%16.90%23.34%
MAIN
MAIN STREET CAPITAL CORP
$5.40B18.70%10.20%N/A9.20%0.80N/A100.00%95.60%120.70%
NTRS
NORTHERN TRUST CORP
$26.16B13.10%1.00%N/A1.80%12.14N/A100.00%21.20%28.99%
BBUC
BROOKFIELD BUSINESS CORP
$2.58BN/A-6.00%-2.73%-3.40%-29.370.508.50%-13.90%-4.25%
SCM
STELLUS CAPITAL INVESTMENT CORP
$367.05M8.20%3.00%N/A4.10%1.72N/A77.60%29.80%64.39%
BENF
BENEFICIENT
$71.18MN/A-22.20%N/A-14.20%-1.65N/A100.00%186.30%151.22%
GAIN
GLADSTONE INVESTMENT CORPORATION
$555.05M18.50%8.70%N/A8.00%1.14N/A66.70%95.00%129.26%
CWD
CALIBERCOS INC
$9.16MN/A-29.00%N/A-12.20%18.28N/A-19.30%-103.30%-76.14%
MLCI
MOUNT LOGAN CAPITAL INC
$110.48MN/AN/AN/AN/A11.51N/AN/AN/AN/A
INV
INNVENTURE INC
$271.75M-115.80%-47.40%-67.31%-1,715.90%0.790.39-547.60%-18,775.70%-18,881.42%
GROW
U S GLOBAL INVESTORS INC
$30.95M1.90%1.80%2.44%5.50%0.0620.51100.00%10.00%13.42%
SWKH
SWK HOLDINGS CORP
$207.93M8.40%7.30%11.97%10.60%0.145.68100.00%50.40%76.00%
HNNA
HENNESSY ADVISORS INC
$74.97M10.40%6.40%10.30%38.40%0.6412.7355.50%28.00%44.78%
WHG
WESTWOOD HOLDINGS GROUP INC
$170.85M6.00%5.00%N/A13.10%0.23N/A100.00%7.60%10.48%
DHIL
DIAMOND HILL INVESTMENT GROUP INC
$458.14M27.40%19.00%N/A30.00%0.42N/A48.70%31.30%42.82%
EQS
EQUUS TOTAL RETURN INC
$23.18M-47.90%-44.20%N/A-41.40%0.19N/A-93.00%-1,082.00%-1,043.79%
GEG
GREAT ELM GROUP INC
$79.60M4.90%2.20%5.14%5.10%0.9716.6815.70%13.90%32.61%
AMTD
AMTD IDEA GROUP
$85.65M1.30%0.80%0.97%0.80%0.562.1367.80%8.80%8.55%
MRCC
MONROE CAPITAL CORP
$140.83M-2.30%-1.00%N/A2.00%1.25N/A83.50%-9.60%31.45%
MGLD
MARYGOLD COMPANIES INC
$37.08M-19.60%-14.70%-19.57%-24.00%0.243.7773.50%-15.70%-15.79%
MAAS
MAASE INC
$71.95M-20.40%-5.10%-7.72%-7.90%1.853.8499.60%-13.00%-14.29%
RMCO
ROYALTY MANAGEMENT HOLDING CORP
$35.88M-2.50%-2.10%-2.21%-2.60%0.281.0722.90%-9.20%-8.51%
PFX
PHENIXFIN CORP
$85.14M2.60%1.30%N/A3.20%0.97N/A100.00%16.40%56.31%
STEC
SANTECH HOLDINGS LTD
$76.52M-87.40%-40.30%-55.22%470.90%0.0262.56N/AN/AN/A
ICMB
INVESTCORP CREDIT MANAGEMENT BDC INC
$40.52M-0.10%0.00%N/A2.50%1.90N/A83.60%-0.30%44.47%
BCG
BINAH CAPITAL GROUP INC
$37.36M6.20%1.50%N/A11.50%2.73N/A19.30%0.60%2.93%
AURE
PRESTIGE WEALTH INC
$18.94MN/AN/AN/AN/A0.14N/A100.00%-7,020.10%-7,064.99%
TGE
GENERATION ESSENTIALS GROUP
$51.52M9.10%5.30%4.45%8.20%0.562.1384.70%20.20%31.38%

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.