Sectors & IndustriesFinancial ServicesAsset Management
Best Asset Management Stocks to Buy Now (2026)
Top asset management stocks in 2026 ranked by overall Zen Rating. "A" Rated stocks have returned an average of +28.50% 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 101st ranked industry out of 145 stock market industries
Learn how the Zen Ratings work
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 %
AAMI
ACADIAN ASSET MANAGEMENT INC
$91.41-0.55%13.09%15.49%33.76%88.40%105.23%346.34%249.16%560.48%$93.02$41.471.73%120.42%1.13378,000-3.32%
VCTR
VICTORY CAPITAL HOLDINGS INC
$99.97-2.58%2.58%10.12%23.02%43.97%44.38%200.75%210.47%N/A$105.54$57.035.28%75.29%1.22771,000-37.97%
RPC
RIDGEPOST CAPITAL INC
$8.89-1.66%5.71%13.39%7.89%-9.84%-26.59%-25.85%N/AN/A$13.08$6.7932.03%30.93%1.02602,000-5.94%
WHG
WESTWOOD HOLDINGS GROUP INC
$19.15-0.57%-1.90%-5.39%18.43%6.39%9.49%66.52%-16.67%-63.74%$20.97$14.708.68%30.27%0.5315,00092.31%
AMG
AFFILIATED MANAGERS GROUP INC
$375.62-2.03%4.32%5.33%23.71%24.56%76.64%166.15%127.52%156.78%$392.92$208.344.40%80.29%1.23146,000-38.66%
BEN
FRANKLIN RESOURCES INC
$34.92-2.38%7.81%1.39%14.64%29.77%38.30%22.35%12.50%-4.14%$36.28$21.113.75%65.42%1.223,966,000-20.01%
PSEC
PROSPECT CAPITAL CORP
$2.17-3.98%0.46%-1.36%-21.09%-17.49%-25.17%-65.83%-73.44%-73.82%$3.13$2.1130.56%2.84%0.764,282,000-31.91%
SEIC
SEI INVESTMENTS CO
$104.760.04%1.83%10.29%15.39%24.11%19.30%66.13%70.56%124.37%$105.59$75.080.79%39.53%0.90590,000-18.06%
FHI
FEDERATED HERMES INC
$64.07-1.37%6.64%10.64%16.34%22.39%24.63%93.16%101.16%99.41%$67.20$46.664.66%37.31%0.75789,00046.93%
NOAH
NOAH HOLDINGS LTD
$8.27-1.55%-3.84%-20.02%-22.57%-26.55%-31.31%-43.43%-79.69%-68.87%$12.84$8.1435.59%1.60%1.15110,00018.28%
WT
WISDOMTREE INC
$22.03-1.61%20.78%19.40%20.78%42.13%71.98%234.80%240.49%111.22%$23.15$10.694.82%106.08%1.073,831,000-28.29%
PAX
PATRIA INVESTMENTS LTD
$11.34-0.79%6.18%1.70%-12.36%-17.53%-18.06%-27.12%-26.60%N/A$17.80$10.5536.29%7.49%1.001,171,000-30.01%
IVZ
INVESCO LTD
$32.010.03%14.04%15.02%19.31%24.21%51.20%88.52%31.46%8.32%$32.44$20.421.33%56.76%1.504,199,000-17.55%
PFG
PRINCIPAL FINANCIAL GROUP INC
$114.85-0.35%1.48%2.04%13.86%20.26%50.88%43.94%80.58%143.43%$116.27$75.331.22%52.46%0.991,154,000-7.90%
STT
STATE STREET CORP
$187.050.98%6.25%6.30%25.81%45.33%69.95%153.11%113.80%175.28%$192.51$104.642.84%78.76%1.151,412,00043.35%
AMP
AMERIPRISE FINANCIAL INC
$561.031.35%3.84%10.55%18.20%4.86%11.09%60.51%114.39%481.26%$564.30$422.370.58%32.83%1.16251,000-29.49%
HTGC
HERCULES CAPITAL INC
$16.69-1.13%4.51%3.99%0.72%2.20%-14.37%-7.38%-4.19%22.09%$19.66$13.7015.11%21.82%0.781,594,0005.15%
NTRS
NORTHERN TRUST CORP
$184.381.08%3.79%1.79%14.10%25.02%46.43%128.05%64.29%166.68%$191.60$121.123.77%52.23%1.07864,000-10.28%
BLK
BLACKROCK INC
$1,133.580.22%5.04%12.10%8.07%7.47%2.16%59.09%27.47%202.49%$1.22k$917.397.08%23.57%1.19374,000-39.87%
SII
SPROTT INC
$115.6410.40%11.21%-2.45%-8.78%0.99%68.62%243.76%221.22%N/A$169.63$61.9431.83%86.70%0.91534,000157.97%
GCMG
GCM GROSVENOR INC
$13.43-0.67%10.08%-1.32%19.27%35.66%12.48%68.51%36.48%N/A$14.38$9.306.57%44.41%0.70426,000-8.39%
TRIN
TRINITY CAPITAL INC
$17.24-5.07%-1.88%-2.21%1.59%7.88%14.02%21.67%18.81%N/A$18.25$14.135.51%22.01%0.643,444,000174.64%
TROW
PRICE T ROWE GROUP INC
$114.98-0.70%-3.27%-3.48%10.44%24.95%8.83%-1.41%-45.83%64.63%$122.00$85.225.75%34.92%1.331,667,000-33.27%
KKR
KKR & CO INC
$105.65-2.37%6.42%10.09%3.58%6.53%-25.94%70.93%57.12%622.15%$152.10$82.6730.54%27.80%1.682,965,000-19.58%
MAAS
MAASE INC
$18.48-5.28%0.65%21.10%98.50%216.44%408.39%-95.33%-93.90%N/A$24.90$2.8525.78%548.42%0.3934,000-41.38%
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC
$42.780.19%6.05%18.24%13.84%-3.45%-8.43%9.66%-15.35%47.52%$48.46$33.9711.72%25.93%1.22694,000-33.52%
BCIC
BCP INVESTMENT CORP
$7.340.27%2.95%-1.08%-7.79%-39.69%-39.54%-64.54%-69.79%-81.83%$13.50$6.7045.63%9.55%0.3030,600-6.13%
CNS
COHEN & STEERS INC
$84.220.15%3.13%6.00%21.11%35.71%12.62%27.41%-2.48%95.54%$85.63$58.391.65%44.24%1.03156,000-7.14%
HRZN
HORIZON TECHNOLOGY FINANCE CORP
$4.38-3.74%1.62%-5.60%3.55%-32.09%-42.22%-64.10%-74.64%-67.56%$7.76$3.8043.56%15.20%0.651,159,000187.59%
PFLT
PENNANTPARK FLOATING RATE CAPITAL LTD
$7.10-1.53%1.00%-2.74%-22.40%-23.90%-32.06%-37.66%-45.93%-43.96%$10.60$6.8433.02%3.88%0.63959,0003.56%
TPVG
TRIPLEPOINT VENTURE GROWTH BDC CORP
$4.62-2.74%1.99%-3.55%-15.69%-18.23%-33.04%-59.19%-70.12%-58.23%$6.95$4.4033.53%5.12%0.75254,00056.79%
GLAD
GLADSTONE CAPITAL CORP
$19.08-1.40%0.95%-3.15%-2.05%-1.04%-28.59%-11.99%-17.47%15.36%$27.59$16.5430.84%15.36%0.69293,00067.43%
BNY
BANK OF NEW YORK MELLON CORP
$158.741.22%4.09%5.85%19.93%31.72%57.70%242.63%206.45%291.95%$163.77$99.673.07%59.27%0.913,019,00074.91%
NSLR
NEOSTELLAR CAPITAL CORP
$10.91-2.15%11.78%-6.43%-18.03%25.40%28.50%175.51%-22.73%90.73%$14.98$8.1127.17%34.53%1.10160,000-48.22%
VINP
VINCI COMPASS INVESTMENTS LTD
$9.890.20%2.28%-0.30%-9.35%-18.53%5.66%-1.40%-25.08%N/A$13.61$9.2927.33%6.46%0.8821,30013.90%
BX
BLACKSTONE INC
$136.03-0.85%5.12%10.22%10.85%7.25%-18.88%30.89%17.57%400.29%$190.09$101.7328.44%33.72%1.663,663,000-35.84%
HLNE
HAMILTON LANE INC
$100.81-0.79%13.67%22.25%9.09%-23.47%-35.70%8.42%12.01%N/A$161.13$71.8837.44%40.25%1.341,000,000-23.66%
SCM
STELLUS CAPITAL INVESTMENT CORP
$8.080.37%13.96%-3.46%-17.47%-30.58%-42.33%-46.49%-38.37%-26.88%$15.04$6.8346.28%18.30%0.53242,000-36.65%
ALTI
ALTI GLOBAL INC
$4.6224.19%29.41%26.58%27.98%0.87%-4.55%-37.06%-51.93%N/A$5.45$2.7515.15%68.00%0.521,570,0001,107.69%
FDUS
FIDUS INVESTMENT CORP
$20.13-1.66%0.65%-1.37%4.95%7.13%-2.52%-0.10%19.61%27.73%$21.67$16.877.11%19.36%0.52141,000-30.54%
AB
ALLIANCEBERNSTEIN HOLDING LP
$37.100.08%-0.03%0.73%-8.03%-12.42%-7.02%19.52%-26.88%73.85%$44.11$34.9315.89%6.21%0.89209,000-13.28%
OWL
BLUE OWL CAPITAL INC
$11.55-0.17%20.94%21.71%7.44%-0.69%-40.31%-6.02%-6.85%N/A$20.58$7.9543.88%45.28%1.5322,616,000-22.69%
TCPC
BLACKROCK TCP CAPITAL CORP
$3.50-0.57%5.74%7.69%-20.09%-29.15%-51.19%-72.48%-75.19%-77.93%$7.28$3.0851.92%13.64%0.65984,00014.15%
PNNT
PENNANTPARK INVESTMENT CORP
$3.48-1.14%3.26%1.46%-28.40%-38.19%-51.87%-48.14%-48.60%-53.04%$7.53$3.1953.78%8.99%0.65298,000-53.73%
BCSF
BAIN CAPITAL SPECIALTY FINANCE INC
$12.68-2.01%0.16%0.71%-9.82%-3.28%-14.09%-14.96%-16.30%N/A$15.84$11.8219.95%7.29%0.60239,000-36.27%
VRTS
VIRTUS INVESTMENT PARTNERS INC
$161.81-2.75%-3.56%4.54%12.92%7.19%-15.31%-22.92%-47.72%75.27%$203.61$121.6120.53%33.06%1.30204,000-22.73%
WHF
WHITEHORSE FINANCE INC
$6.55-1.50%2.02%-0.46%-13.36%1.24%-25.57%-51.52%-57.71%-43.49%$8.97$6.0726.98%7.91%0.3635,700-29.59%
GECC
GREAT ELM CAPITAL CORP
$5.16-2.46%0.98%-1.71%-9.15%-21.58%-53.09%-46.03%-73.94%N/A$11.46$4.6354.95%11.45%0.2444,70029.94%
CION
CION INVESTMENT CORP
$6.23-1.58%4.36%-0.32%-21.14%-29.04%-36.49%-43.31%N/AN/A$10.93$5.8443.00%6.68%0.79539,00018.98%
MFIC
MIDCAP FINANCIAL INVESTMENT CORP
$9.48-2.27%-2.57%-5.11%-22.49%-15.81%-24.46%-32.09%-31.35%-43.97%$13.34$9.3428.94%1.50%0.74628,000-26.89%
NMFC
NEW MOUNTAIN FINANCE CORP
$7.35-1.74%6.21%3.23%-12.60%-8.24%-27.80%-43.89%-45.23%-46.15%$10.71$6.7331.37%9.21%0.52671,000-44.59%
BN
BROOKFIELD CORP
$44.54-0.18%6.84%1.32%-2.84%0.52%-0.55%101.17%19.67%188.88%$49.57$37.9310.14%17.43%1.375,309,000-1.94%
OXSQ
OXFORD SQUARE CAPITAL CORP
$1.500.00%4.90%5.63%-23.47%-18.92%-36.17%-50.33%-68.22%-73.54%$2.42$1.0538.02%42.86%0.551,416,000-10.94%
STEP
STEPSTONE GROUP INC
$49.822.47%15.86%13.36%-9.47%-15.80%-14.74%66.62%7.49%N/A$77.80$38.8535.96%28.24%1.501,514,000-23.84%
GBDC
GOLUB CAPITAL BDC INC
$12.81-2.06%0.08%-0.47%-4.40%3.47%-13.39%-9.15%-19.23%-31.35%$14.93$11.7714.17%8.84%0.501,612,000-7.78%
NCDL
NUVEEN CHURCHILL DIRECT LENDING CORP
$12.50-1.81%1.30%-0.87%-14.32%-6.09%-21.58%N/AN/AN/A$16.37$11.9723.64%4.43%0.46188,0009.94%
CSWC
CAPITAL SOUTHWEST CORP
$24.42-1.21%3.43%2.69%0.49%6.13%7.96%12.69%-7.01%70.41%$24.86$19.371.77%26.07%0.66662,000-38.93%
CGBD
CARLYLE SECURED LENDING INC
$10.28-2.00%0.88%-2.37%-14.97%-14.26%-25.18%-34.23%-25.34%N/A$14.04$9.9526.75%3.37%0.58498,000-4.60%
INV
INNVENTURE INC
$3.42-6.04%21.28%-27.70%-44.39%32.56%-33.98%-67.46%N/AN/A$7.86$2.3656.49%44.92%0.481,309,000-18.09%
GAIN
GLADSTONE INVESTMENT CORPORATION
$16.45-2.37%1.98%5.45%-3.24%18.69%18.69%23.31%13.53%104.35%$17.14$13.114.03%25.48%0.67182,000-8.08%
TPG
TPG INC
$47.91-2.18%13.64%12.49%5.04%-10.52%-16.36%60.83%N/AN/A$70.38$36.9531.93%29.66%1.493,875,000-22.38%
SAMG
SILVERCREST ASSET MANAGEMENT GROUP INC
$10.13-2.60%1.50%-0.20%-24.52%-31.83%-37.24%-50.56%-38.34%-17.17%$16.99$9.5740.38%5.85%0.6943,000-25.86%
BAM
BROOKFIELD ASSET MANAGEMENT LTD
$52.631.33%11.15%11.98%8.67%8.16%-14.48%59.34%N/AN/A$63.54$42.2117.17%24.69%1.314,091,000-1.59%
BXSL
BLACKSTONE SECURED LENDING FUND
$23.34-1.85%1.35%0.56%-6.42%-4.89%-25.10%-17.58%N/AN/A$30.66$22.4723.87%3.87%0.491,555,0008.97%
ARES
ARES MANAGEMENT CORP
$139.77-2.20%12.17%14.73%13.67%14.69%-25.65%36.77%89.85%709.32%$195.26$95.8028.42%45.90%1.542,449,000-16.95%
CCAP
CRESCENT CAPITAL BDC INC
$11.28-2.67%2.55%2.55%-18.97%-20.84%-20.73%-32.46%-39.94%N/A$16.04$10.6429.65%6.02%0.52182,000-29.73%
MAIN
MAIN STREET CAPITAL CORP
$56.11-1.82%3.30%7.31%-2.18%-6.33%-11.86%32.52%34.59%65.18%$67.77$48.9517.21%14.63%0.74531,000-12.81%
FSK
FS KKR CAPITAL CORP
$11.04-3.75%2.70%6.87%-4.00%-13.41%-45.18%-45.91%-48.05%-70.86%$19.20$9.7242.50%13.58%0.742,638,000-29.43%
GSBD
GOLDMAN SACHS BDC INC
$8.83-1.34%-0.34%-3.81%-12.75%-4.54%-20.66%-39.48%-54.39%-55.83%$11.62$8.3624.01%5.69%0.57795,000-33.97%
PS
PERSHING SQUARE INC
$36.240.69%10.19%2.43%9.92%N/AN/AN/AN/AN/A$54.94$25.0034.04%44.96%2.29108,0000.93%
PSBD
PALMER SQUARE CAPITAL BDC INC
$9.970.61%2.36%-5.14%-10.58%-13.45%-28.94%N/AN/AN/A$14.43$9.3430.91%6.75%0.46119,000126.67%
SLRC
SLR INVESTMENT CORP
$12.66-3.95%-1.94%-1.48%-20.73%-15.71%-20.48%-17.52%-32.70%-37.82%$16.83$12.1324.78%4.37%0.59632,00056.82%
ARCC
ARES CAPITAL CORP
$19.32-1.68%3.26%4.09%-0.16%2.82%-14.06%-1.53%-3.74%24.97%$22.76$17.4015.11%11.03%0.713,609,000-47.11%
TSLX
SIXTH STREET SPECIALTY LENDING INC
$18.080.39%2.61%5.12%-7.76%-11.37%-23.87%-12.11%-21.25%0.61%$24.79$16.0427.07%12.72%0.53674,00041.00%
SAR
SARATOGA INVESTMENT CORP
$19.09-3.44%0.63%-10.88%-17.79%-18.35%-23.46%-28.34%-27.61%11.64%$25.64$17.3425.55%10.09%0.56148,000-16.38%
CG
CARLYLE GROUP INC
$49.84-1.58%11.50%13.17%-2.83%-10.05%-17.07%51.40%2.76%195.96%$69.85$39.6028.65%25.86%1.685,892,000-2.51%
APO
APOLLO GLOBAL MANAGEMENT INC
$129.74-2.60%8.32%6.20%-0.43%2.90%-10.86%50.39%112.20%604.34%$153.29$99.5815.36%30.29%1.483,059,000-17.81%
BUR
BURFORD CAPITAL LTD
$4.27-1.61%2.40%-1.84%-18.04%-51.75%-66.46%-69.30%-62.21%N/A$14.14$3.5969.79%18.94%1.151,372,000-30.60%
GROW
U S GLOBAL INVESTORS INC
$3.052.35%4.10%0.66%17.31%-0.33%27.62%-3.17%-48.74%47.70%$3.65$2.2316.44%36.77%0.718,400-12.50%
RAND
RAND CAPITAL CORP
$10.26-1.18%1.56%0.57%-5.02%-0.36%-42.13%-23.85%-39.66%-64.49%$17.49$10.0041.35%2.58%0.162,700184.21%
CWD
CALIBERCOS INC
$0.44-4.95%-13.33%-57.90%-54.62%-57.90%-86.88%-98.82%N/AN/A$48.00$0.4399.08%3.76%0.89277,00012.60%
OFS
OFS CAPITAL CORP
$3.58-2.72%3.77%-5.79%-9.60%-16.94%-56.82%-65.34%-61.87%-73.58%$8.99$2.7260.18%31.81%0.5228,500-61.22%
TGE
GENERATION ESSENTIALS GROUP
$0.960.73%11.76%-1.64%-7.69%-21.95%-81.64%N/AN/AN/A$5.18$0.7881.47%23.39%0.7523,000-2.95%
AURE
AURELION INC
$1.78-0.56%1.60%-3.26%-19.09%-29.08%-54.35%-98.38%N/AN/A$14.60$1.2587.81%42.40%0.6110,20039.73%
GEG
GREAT ELM GROUP INC
$2.160.47%-1.37%-0.92%5.37%4.85%0.47%5.88%0.00%-63.01%$3.51$1.8038.46%19.93%0.2118,50086.87%
MLCI
MOUNT LOGAN CAPITAL INC
$2.94-1.67%-5.77%-23.04%-32.41%-57.58%N/AN/AN/AN/A$8.74$2.6866.36%9.70%0.7315,5005.44%
MGLD
MARYGOLD COMPANIES INC
$1.062.91%-3.64%-8.62%-11.67%-11.67%29.27%0.00%-50.23%N/A$1.38$0.6423.19%65.11%0.1613,50020.54%
CRBG
COREBRIDGE FINANCIAL INC
$33.596.30%5.80%9.02%18.03%12.76%-2.07%70.85%N/AN/A$35.22$22.194.61%51.37%1.277,306,00031.36%
AVAT
AVALANCHE TREASURY CORP
$0.34-3.12%13.62%-39.47%-96.77%-96.73%-96.67%N/AN/AN/A$10.69$0.2996.80%20.00%0.23234,000-18.75%
ICMB
INVESTCORP CREDIT MANAGEMENT BDC INC
$0.830.00%9.40%-15.71%-52.80%-70.07%-69.57%-79.01%-86.59%-91.48%$3.12$0.7373.53%13.00%0.2859,00061.64%
WTF
WATON FINANCIAL LTD
$2.990.34%0.34%2.75%-18.75%-15.54%-33.41%N/AN/AN/A$7.22$2.2858.59%31.14%0.773,200-41.82%
PFX
PHENIXFIN CORP
$46.157.30%7.30%8.46%13.35%7.33%-8.34%24.73%11.07%-68.35%$53.00$38.3012.92%20.50%0.14189,000N/A
ALP
ALPHA COMPUTE CORP
$0.18-5.15%-2.13%-26.10%-24.59%-62.68%-97.38%-99.66%-99.94%N/A$13.80$0.1898.67%4.55%1.171,668,000-24.35%
HNNA
HENNESSY ADVISORS INC
$9.860.97%0.56%-2.10%-1.10%1.60%-21.97%40.79%-2.91%-58.94%$13.00$8.9024.19%10.73%0.302,200-46.34%
AMTD
AMTD IDEA GROUP
$0.76-3.19%-0.79%-20.63%-28.49%-23.43%-24.20%-83.27%-97.83%N/A$1.65$0.7154.06%6.76%0.043,800-84.49%
BCG
BINAH CAPITAL GROUP INC
$1.48-1.99%3.50%-3.90%-33.33%-34.80%-31.95%N/AN/AN/A$3.44$1.3656.98%8.82%0.267,600-69.60%
EQS
EQUUS TOTAL RETURN INC
$1.181.72%-2.48%-2.48%3.51%-9.23%-21.33%-20.27%-55.64%-28.48%$2.49$1.0752.61%10.28%0.042,000-47.37%
BENF
BENEFICIENT
$3.141.95%7.90%-13.50%-8.19%-27.15%15.10%-99.73%N/AN/A$12.48$2.1674.84%45.51%0.317,500-1.32%
RMCO
ROYALTY MANAGEMENT HOLDING CORP
$2.443.83%8.44%-1.21%-18.67%-39.75%72.44%-77.20%-75.35%N/A$5.00$1.4651.20%67.12%0.3811,00083.33%
BVC
BITVENTURES LTD
$10.80-7.46%3.25%20.00%-0.69%27.96%66.15%-85.08%-83.28%N/A$30.30$4.4464.36%143.24%-0.0331,000-76.52%

Asset Management Stocks FAQ

What are the best asset management stocks to buy right now in Aug 2026?

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. Acadian Asset Management (NYSE:AAMI)


Acadian Asset Management (NYSE:AAMI) is the #1 top asset management stock out of 100 with a Zen Rating of A. Stocks with a rating of A have had an average return of +28.5% per year. Learn more.

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

Acadian Asset Management (NYSE:AAMI) has a Due Diligence Score of 37, which is 6 points higher than the asset management industry average of 31.

AAMI passed 15 out of 38 due diligence checks and has average fundamentals. Acadian Asset Management has seen its stock return 105.23% over the past year, overperforming other asset management stocks by 100 percentage points.

Acadian Asset Management has an average 1 year price target of $74.00, a downside of -19.05% from Acadian Asset Management's current stock price of $91.41.

Acadian Asset Management stock has a consensus Hold recommendation according to Wall Street analysts. Of the 4 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.

2. Victory Capital Holdings (NASDAQ:VCTR)


Victory Capital Holdings (NASDAQ:VCTR) is the #2 top asset management stock out of 100 with a Zen Rating of B. Stocks with a rating of B have had an average return of +17.17% per year. Learn more.

The Component Grade breakdown for Victory Capital Holdings (NASDAQ:VCTR) is: Value: C, Growth: B, Momentum: B, Sentiment: B, Safety: D, Financials: B, and AI: B.

Victory Capital Holdings (NASDAQ:VCTR) has a Due Diligence Score of 58, which is 27 points higher than the asset management industry average of 31.

VCTR passed 21 out of 38 due diligence checks and has strong fundamentals. Victory Capital Holdings has seen its stock return 44.38% over the past year, overperforming other asset management stocks by 39 percentage points.

Victory Capital Holdings has an average 1 year price target of $92.00, a downside of -7.97% from Victory Capital Holdings's current stock price of $99.97.

Victory Capital Holdings stock has a consensus Hold recommendation according to Wall Street analysts. Of the 4 analysts covering Victory Capital Holdings, 0% have issued a Strong Buy rating, 25% have issued a Buy, 75% have issued a hold, while 0% have issued a Sell rating, and 0% have issued a Strong Sell.

3. Ridgepost Capital (NYSE:RPC)


Ridgepost Capital (NYSE:RPC) is the #3 top asset management stock out of 100 with a Zen Rating of B. Stocks with a rating of B have had an average return of +17.17% per year. Learn more.

The Component Grade breakdown for Ridgepost Capital (NYSE:RPC) is: Value: C, Growth: A, Momentum: C, Sentiment: C, Safety: C, Financials: C, and AI: C.

Ridgepost Capital (NYSE:RPC) has a Due Diligence Score of 49, which is 18 points higher than the asset management industry average of 31.

RPC passed 18 out of 38 due diligence checks and has strong fundamentals. Ridgepost Capital has seen its stock lose -26.59% over the past year, underperforming other asset management stocks by -31 percentage points.

Ridgepost Capital has an average 1 year price target of $12.00, an upside of 34.98% from Ridgepost Capital's current stock price of $8.89.

Ridgepost Capital stock has a consensus Strong Buy recommendation according to Wall Street analysts. Of the 1 analyst covering Ridgepost Capital, 100% have issued a Strong Buy rating, 0% have issued a Buy, 0% 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. Oxford Square Capital (NASDAQ:OXSQ)


Oxford Square Capital (NASDAQ:OXSQ) has an annual dividend yield of 28%, which is 19 percentage points higher than the asset management industry average of 9.21%. Oxford Square Capital's dividend payout is not stable, having dropped more than 10% four times in the last 10 years. Oxford Square Capital's dividend has not shown consistent growth over the last 10 years.

Oxford Square Capital's dividend payout ratio of -97.7% indicates that its high dividend yield might not be sustainable for the long-term.

2. Pennantpark Investment (NYSE:PNNT)


Pennantpark Investment (NYSE:PNNT) has an annual dividend yield of 26.44%, which is 17 percentage points higher than the asset management industry average of 9.21%. Pennantpark Investment's dividend payout is not stable, having dropped more than 10% four times in the last 10 years. Pennantpark Investment's dividend has not shown consistent growth over the last 10 years.

Pennantpark Investment's dividend payout ratio of 480% indicates that its high dividend yield might not be sustainable for the long-term.

3. Horizon Technology Finance (NASDAQ:HRZN)


Horizon Technology Finance (NASDAQ:HRZN) has an annual dividend yield of 25.8%, which is 17 percentage points higher than the asset management industry average of 9.21%. Horizon Technology Finance's dividend payout is not stable, having dropped more than 10% seven times in the last 10 years. Horizon Technology Finance's dividend has not shown consistent growth over the last 10 years.

Horizon Technology Finance's dividend payout ratio of 269% 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 -0.16% in the last day, and up 5% 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. Noah Holdings (NYSE:NOAH)


Noah Holdings (NYSE:NOAH) 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.

Noah Holdings has a valuation score of 14, which is -17 points higher than the asset management industry average of 31. 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 -31.31% in the past year. It has underperformed other stocks in the asset management industry by -36 percentage points.

2. Triplepoint Venture Growth Bdc (NYSE:TPVG)


Triplepoint Venture Growth Bdc (NYSE:TPVG) 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.

Triplepoint Venture Growth Bdc has a valuation score of 43, which is 12 points higher than the asset management industry average of 31. It passed 3 out of 7 valuation due diligence checks.

Triplepoint Venture Growth Bdc's stock has dropped -33.04% in the past year. It has underperformed other stocks in the asset management industry by -38 percentage points.

3. Virtus Investment Partners (NYSE:VRTS)


Virtus Investment Partners (NYSE:VRTS) 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.

Virtus Investment Partners has a valuation score of 71, which is 40 points higher than the asset management industry average of 31. It passed 5 out of 7 valuation due diligence checks.

Virtus Investment Partners's stock has dropped -15.31% in the past year. It has underperformed other stocks in the asset management industry by -20 percentage points.

Are asset management stocks a good buy now?

33.8% of asset management stocks rated by analysts are a buy right now. On average, analysts expect asset management stocks to rise by 9.6% over the next year.

1.28% of asset management stocks have a Zen Rating of A (Strong Buy), 11.54% of asset management stocks are rated B (Buy), 69.23% are rated C (Hold), 15.38% are rated D (Sell), and 2.56% 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 33.89x.
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.