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 89th 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
FHI
FEDERATED HERMES INC
$3.23B27.10%14.40%23.80%62.40%0.803.04100.00%17.50%25.52%
AAMI
ACADIAN ASSET MANAGEMENT INC
$1.06B626.20%14.60%N/A16.90%7.07N/A100.00%16.80%28.34%
SAMG
SILVERCREST ASSET MANAGEMENT GROUP INC
$208.60M11.40%5.30%N/A20.20%0.93N/A100.00%7.70%11.52%
SAR
SARATOGA INVESTMENT CORP
$352.63M9.20%2.80%N/A4.60%2.25N/A78.30%22.00%55.50%
WHG
WESTWOOD HOLDINGS GROUP INC
$151.86M0.40%0.40%N/A1.70%0.11N/A100.00%0.60%1.08%
TRIN
TRINITY CAPITAL INC
$894.09M16.00%7.20%N/A7.40%1.16N/A81.70%48.60%74.70%
GCMG
GCM GROSVENOR INC
$2.38B-65.40%3.40%N/A6.10%-25.46N/A100.00%3.60%10.98%
VCTR
VICTORY CAPITAL HOLDINGS INC
$3.65B25.70%11.30%N/A38.00%1.27N/A59.30%32.30%48.98%
PX
P10 INC
$1.25B5.30%2.20%N/A10.20%1.39N/A100.00%6.30%17.85%
AMG
AFFILIATED MANAGERS GROUP INC
$4.88B15.10%5.70%N/A13.20%1.25N/A100.00%25.10%40.55%
GECC
GREAT ELM CAPITAL CORP
$114.98M2.80%1.00%N/A3.50%1.51N/A82.10%9.00%46.88%
TCPC
BLACKROCK TCP CAPITAL CORP
$574.27M-7.30%-3.00%N/A0.30%1.45N/A83.10%-24.30%3.48%
TPVG
TRIPLEPOINT VENTURE GROWTH BDC CORP
$241.23M9.10%4.10%N/A5.50%1.21N/A86.20%29.50%57.52%
SII
SPROTT INC
$1.34B15.40%12.30%20.11%44.00%0.202.6251.00%27.60%40.36%
PAX
PATRIA INVESTMENTS LTD
$1.64BN/AN/AN/AN/AN/AN/A56.20%19.40%28.58%
DHIL
DIAMOND HILL INVESTMENT GROUP INC
$351.05M24.80%17.60%N/A27.10%0.33N/A48.40%26.70%36.54%
CRBG
COREBRIDGE FINANCIAL INC
$16.65B18.70%0.60%N/A0.80%32.90N/A38.00%11.90%18.02%
OFS
OFS CAPITAL CORP
$117.64M18.20%6.80%N/A6.90%1.49N/A78.80%59.30%94.01%
NMFC
NEW MOUNTAIN FINANCE CORP
$1.06B8.30%3.40%N/A4.90%1.40N/A79.00%30.50%67.93%
GLAD
GLADSTONE CAPITAL CORP
$555.79M22.30%12.60%N/A10.80%0.68N/A77.90%106.40%128.89%
PTMN
PORTMAN RIDGE FINANCE CORP
$111.76M-3.10%-1.20%N/A2.10%1.54N/A81.50%-9.50%23.78%
PSEC
PROSPECT CAPITAL CORP
$1.57B-2.50%-1.20%N/A2.00%0.63N/A72.30%-11.50%24.76%
WT
WISDOMTREE INC
$1.28B16.20%6.80%12.37%25.80%1.582.92100.00%15.60%26.73%
JHG
JANUS HENDERSON GROUP PLC
$5.46B8.70%5.80%9.04%38.50%0.374.38100.00%15.70%23.07%
MRCC
MONROE CAPITAL CORP
$148.63M4.90%1.90%N/A4.00%1.56N/A82.60%16.00%52.99%
SLRC
SLR INVESTMENT CORP
$835.23M9.60%3.90%N/A5.20%1.47N/A76.20%41.20%71.94%
GSBD
GOLDMAN SACHS BDC INC
$1.23B3.90%1.80%N/A3.40%1.29N/A87.90%14.50%41.87%
BCSF
BAIN CAPITAL SPECIALTY FINANCE INC
$969.08M10.40%4.70%N/A5.30%1.31N/A78.00%40.80%67.86%
FDUS
FIDUS INVESTMENT CORP
$632.51M12.20%6.90%N/A6.70%0.78N/A73.90%53.60%71.93%
BBUC
BROOKFIELD BUSINESS CORP
$1.87B-187.90%-4.40%-1.43%-1.80%-279.030.617.80%-10.80%-2.49%
SSSS
SURO CAPITAL CORP
$112.34M-23.10%-15.90%N/A-12.10%0.47N/A100.00%-815.80%-710.23%
CNS
COHEN & STEERS INC
$3.91B32.80%20.10%N/A26.60%0.46N/A89.00%29.20%38.27%
OWL
BLUE OWL CAPITAL INC
$27.54B5.80%1.10%N/A4.90%2.44N/A55.70%4.80%12.21%
BUR
BURFORD CAPITAL LTD
$2.97B6.20%2.40%N/A3.80%1.21N/A100.00%26.80%56.05%
SEIC
SEI INVESTMENTS CO
$9.74B26.40%23.00%33.55%71.10%0.145.66100.00%27.80%35.72%
PFLT
PENNANTPARK FLOATING RATE CAPITAL LTD
$876.92M11.60%5.00%N/A5.90%1.44N/A82.40%45.40%79.64%
VRTS
VIRTUS INVESTMENT PARTNERS INC
$1.09B13.80%3.30%N/A7.40%3.33N/A100.00%13.40%39.75%
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC
$3.09B73.00%16.60%N/A22.20%2.23N/A100.00%23.40%32.31%
WHF
WHITEHORSE FINANCE INC
$221.97M3.60%1.60%N/A1.00%1.37N/A46.80%11.70%11.69%
RAND
RAND CAPITAL CORP
$55.82M13.30%10.80%N/A10.90%0.11N/A71.90%103.10%115.36%
MAIN
MAIN STREET CAPITAL CORP
$4.66B19.20%10.20%N/A9.40%0.83N/A100.00%93.90%122.39%
BXSL
BLACKSTONE SECURED LENDING FUND
$6.61B12.40%5.70%N/A5.70%1.22N/A79.90%52.30%78.11%
TSLX
SIXTH STREET SPECIALTY LENDING INC
$1.93B11.00%5.00%N/A6.30%1.19N/A81.60%36.60%68.83%
ARES
ARES MANAGEMENT CORP
$48.03B18.80%1.80%N/A4.60%4.93N/A100.00%11.40%41.36%
CCAP
CRESCENT CAPITAL BDC INC
$582.05M9.80%4.50%N/A3.00%1.24N/A48.50%37.30%38.10%
CSWC
CAPITAL SOUTHWEST CORP
$1.02B8.40%4.10%N/A3.00%1.15N/A100.00%33.50%36.37%
GBDC
GOLUB CAPITAL BDC INC
$3.73B8.40%3.90%N/A4.70%1.24N/A85.00%39.60%71.74%
HRZN
HORIZON TECHNOLOGY FINANCE CORP
$287.93M-10.90%-4.50%N/A-0.10%1.59N/A87.50%-36.30%-1.50%
STEP
STEPSTONE GROUP INC
$5.98B-40.10%-3.30%N/A-4.80%12.42N/A1.30%-11.30%-13.18%
FSK
FS KKR CAPITAL CORP
$5.49B8.70%3.90%N/A4.70%1.15N/A77.70%34.00%61.01%
HLNE
HAMILTON LANE INC
$8.63B36.70%15.20%N/A18.80%1.12N/A100.00%31.10%40.70%
MFIC
MIDCAP FINANCIAL INVESTMENT CORP
$1.10B8.20%3.50%N/A4.90%1.27N/A86.70%32.70%71.17%
SCM
STELLUS CAPITAL INVESTMENT CORP
$349.22M13.00%4.80%N/A5.20%1.65N/A77.20%43.80%75.40%
BN
BROOKFIELD CORP
$89.01B1.40%0.10%N/A2.80%7.07N/A21.00%0.70%21.21%
HTGC
HERCULES CAPITAL INC
$3.08B13.90%7.10%N/A6.40%0.93N/A100.00%53.30%70.09%
IVZ
INVESCO LTD
$6.23B2.30%1.20%N/A4.50%0.84N/A100.00%5.40%14.45%
TROW
PRICE T ROWE GROUP INC
$19.62B20.80%15.80%N/A35.80%0.20N/A56.10%29.60%39.25%
CGBD
CARLYLE SECURED LENDING INC
$734.29M9.40%4.60%N/A5.80%1.13N/A79.10%36.80%67.70%
BAM
BROOKFIELD ASSET MANAGEMENT LTD
$87.17B24.80%15.40%N/A19.00%0.34N/A68.70%54.50%60.73%
CG
CARLYLE GROUP INC
$14.14B19.20%4.60%N/A4.90%2.99N/A50.10%18.80%26.61%
PNNT
PENNANTPARK INVESTMENT CORP
$418.55M11.00%4.00%N/A5.10%1.86N/A79.80%37.80%72.77%
NOAH
NOAH HOLDINGS LTD
$632.77M4.70%3.90%7.19%12.00%0.184.5348.10%18.30%28.61%
BK
BANK OF NEW YORK MELLON CORP
$57.96B10.50%1.00%N/A1.80%9.06N/A100.00%23.30%31.34%
BEN
FRANKLIN RESOURCES INC
$9.85B3.00%1.20%N/A2.30%1.37N/A100.00%4.30%8.01%
VINP
VINCI PARTNERS INVESTMENTS LTD
$616.77M8.00%4.40%8.55%10.00%0.855.86100.00%19.70%46.01%
BX
BLACKSTONE INC
$97.30B38.30%6.70%N/A8.70%2.92N/A62.30%21.00%32.06%
AB
ALLIANCEBERNSTEIN HOLDING LP
$4.52B20.50%20.50%N/A22.30%0.00N/A100.00%91.70%100.00%
CION
CION INVESTMENT CORP
$518.60M4.00%1.70%N/A4.40%1.37N/A79.20%13.40%51.85%
AMP
AMERIPRISE FINANCIAL INC
$45.23B65.40%1.90%N/A2.60%33.70N/A50.60%19.70%26.62%
GAIN
GLADSTONE INVESTMENT CORPORATION
$501.73M14.60%7.40%N/A7.00%1.22N/A69.50%78.00%106.75%
STT
STATE STREET CORP
$25.30B10.40%0.80%N/A1.30%12.96N/A100.00%20.20%25.96%
AC
ASSOCIATED CAPITAL GROUP INC
$741.60M4.90%4.60%N/A8.10%0.04N/A55.40%336.50%401.53%
TPG
TPG INC
$17.24B3.20%0.20%N/A1.70%8.86N/A20.80%0.70%4.66%
WTF
WATON FINANCIAL LTD
N/AN/AN/AN/AN/A1.151.34N/AN/AN/A
ARCC
ARES CAPITAL CORP
$14.03B10.10%4.80%N/A5.30%1.07N/A76.20%43.50%70.47%
PFG
PRINCIPAL FINANCIAL GROUP INC
$16.61B9.80%0.30%N/A0.40%26.87N/A42.50%6.90%7.92%
NTRS
NORTHERN TRUST CORP
$18.47B17.00%1.40%N/A2.40%11.82N/A100.00%25.30%33.70%
OXSQ
OXFORD SQUARE CAPITAL CORP
$181.29M-0.30%-0.20%N/A1.80%0.92N/A89.60%-1.10%17.48%
INV
INNVENTURE INC
$188.43M-99.70%-31.20%-9.25%-148.00%0.330.35-271.20%-7,439.60%-6,337.87%
KKR
KKR & CO INC
$101.70B13.50%0.90%N/A1.90%12.60N/A39.20%14.10%33.53%
APO
APOLLO GLOBAL MANAGEMENT INC
$78.66B27.50%1.30%N/A1.70%20.11N/A46.20%17.20%22.46%
ALTI
ALTI GLOBAL INC
$463.70M-17.10%-7.80%N/A-20.00%0.43N/A17.90%-49.80%-49.30%
AMOD
ALPHA MODUS HOLDINGS INC
$15.85M-15.40%79.20%-72.94%308.60%-0.130.23N/AN/AN/A
AMTD
AMTD IDEA GROUP
$83.20M3.90%2.60%2.51%3.00%0.2710.6250.90%58.10%60.11%
GEG
GREAT ELM GROUP INC
$54.13M0.00%0.00%3.25%3.20%1.1030.341.90%0.00%22.77%
ICMB
INVESTCORP CREDIT MANAGEMENT BDC INC
$41.22M8.30%3.20%N/A4.80%1.67N/A84.10%27.80%63.17%
HNNA
HENNESSY ADVISORS INC
$83.21M9.60%5.80%9.57%33.90%0.6418.2954.00%26.30%43.08%
BLK
BLACKROCK INC
$142.23B15.10%4.90%N/A9.20%1.88N/A49.40%31.20%42.58%
CWD
CALIBERCOS INC
$5.20MN/A-12.00%N/A-5.80%-7.49N/A-10.20%-38.70%-28.08%
BRDG
BRIDGE INVESTMENT GROUP HOLDINGS INC
$1.20B9.20%0.60%N/A2.90%8.89N/A27.20%1.90%8.65%
GROW
U S GLOBAL INVESTORS INC
$28.57M1.00%1.00%1.69%3.80%0.0619.98100.00%5.40%8.64%
HPH
HIGHEST PERFORMANCES HOLDINGS INC
$23.97M-38.60%-12.70%-8.08%-20.40%1.282.8083.20%-23.00%-22.00%
PFX
PHENIXFIN CORP
$100.48M10.50%6.00%N/A6.40%0.92N/A100.00%73.00%102.64%
SWKH
SWK HOLDINGS CORP
$162.72M4.80%4.20%7.06%6.70%0.153.64100.00%30.00%51.25%
BCG
BINAH CAPITAL GROUP INC
$38.27M-30.80%-8.00%N/A0.30%3.12N/A18.90%-3.10%0.09%
STEC
SANTECH HOLDINGS LTD
$17.19MN/AN/AN/AN/A6.160.80N/AN/AN/A
BENF
BENEFICIENT
$2.45MN/A-3.80%N/A0.60%-1.77N/A100.00%71.60%-15.14%
RMCO
ROYALTY MANAGEMENT HOLDING CORP
$17.13M-1.00%-0.80%0.15%0.20%0.100.7697.20%-14.20%2.62%
PWM
PRESTIGE WEALTH INC
$5.79M-149.10%-104.30%-226.26%-147.90%1.081.13100.00%-1,074.70%-1,075.14%
EQS
EQUUS TOTAL RETURN INC
$13.72M-45.40%-22.90%N/A-15.40%0.01N/A-38.20%-1,473.90%-1,460.20%

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 0.07% from Federated Hermes's current stock price of $40.77.

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 A. Stocks with a rating of A have had an average return of +32.52% per year. Learn more.

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

Acadian Asset Management (NYSE:AAMI) has a Due Diligence Score of 37, which is 3 points higher than the asset management industry average of 34.

AAMI passed 15 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 -6.03% from Acadian Asset Management's current stock price of $28.20.

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 30.12%, which is 23 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 21.63%, which is 15 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 21.48%, 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 up?

Asset management stocks were up 0.16% in the last day, and up 0.19% over the last week. Kkr & Co was the among the top gainers in the asset management industry, gaining 0.19% yesterday.

KKR shares are trading higher after the company reported better-than-expected Q1 sales results.

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 14.4% over the next year.

2.41% of asset management stocks have a Zen Rating of A (Strong Buy), 8.43% 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.