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 90th 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
SSSS
SURO CAPITAL CORP
$214.32M-10.60%-7.20%N/A-4.30%0.48N/A100.00%-462.80%-326.17%
AAMI
ACADIAN ASSET MANAGEMENT INC
$1.73B230.60%14.70%N/A17.20%6.32N/A100.00%17.40%29.01%
GECC
GREAT ELM CAPITAL CORP
$128.18M13.10%4.60%N/A5.90%1.92N/A81.90%36.80%72.85%
DHIL
DIAMOND HILL INVESTMENT GROUP INC
$386.45M28.70%19.80%N/A31.00%0.38N/A48.60%31.70%43.48%
NOAH
NOAH HOLDINGS LTD
$812.92M5.80%4.90%8.83%13.50%0.223.8550.90%22.20%34.18%
FHI
FEDERATED HERMES INC
$4.09B33.00%17.40%26.18%71.20%0.793.37100.00%21.40%29.98%
WHG
WESTWOOD HOLDINGS GROUP INC
$160.49M0.40%0.40%N/A1.70%0.11N/A100.00%0.60%1.08%
AMG
AFFILIATED MANAGERS GROUP INC
$6.67B13.50%5.00%N/A11.40%1.34N/A100.00%21.80%35.85%
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC
$3.18B72.40%18.00%N/A24.50%2.20N/A100.00%23.90%33.00%
JHG
JANUS HENDERSON GROUP PLC
$7.02B9.00%5.80%9.05%36.10%0.384.49100.00%16.20%23.77%
SWKH
SWK HOLDINGS CORP
$177.84M6.30%5.50%10.01%8.50%0.163.17100.00%39.00%62.54%
VINP
VINCI PARTNERS INVESTMENTS LTD
$691.09M9.50%5.20%9.97%10.80%0.827.84100.00%20.00%37.92%
GCMG
GCM GROSVENOR INC
$2.52B-58.60%2.90%N/A6.00%-23.64N/A100.00%3.20%10.73%
VRTS
VIRTUS INVESTMENT PARTNERS INC
$1.35B13.60%3.20%N/A7.20%2.99N/A100.00%13.40%39.46%
PAX
PATRIA INVESTMENTS LTD
$2.28BN/AN/AN/AN/AN/AN/A54.40%18.50%29.01%
TPG
TPG INC
$23.21B7.50%0.60%N/A1.80%8.48N/A23.60%1.60%5.08%
BUR
BURFORD CAPITAL LTD
$2.82B8.60%3.40%N/A4.60%1.24N/A100.00%33.40%60.78%
CSWC
CAPITAL SOUTHWEST CORP
$1.24B9.80%4.70%N/A3.50%1.05N/A100.00%40.00%44.82%
VCTR
VICTORY CAPITAL HOLDINGS INC
$4.58B25.90%11.50%N/A38.60%1.26N/A59.90%32.90%49.36%
SAR
SARATOGA INVESTMENT CORP
$379.01M9.20%2.90%N/A4.90%2.03N/A79.00%24.80%61.39%
FDUS
FIDUS INVESTMENT CORP
$740.50M11.80%6.60%N/A6.60%0.83N/A74.00%52.60%71.25%
SEIC
SEI INVESTMENTS CO
$10.71B30.00%26.10%37.10%79.60%0.126.18100.00%31.30%40.02%
BLK
BLACKROCK INC
$172.68B13.80%4.60%N/A9.10%1.93N/A49.00%29.70%41.32%
TROW
PRICE T ROWE GROUP INC
$22.89B19.60%14.70%N/A32.40%0.24N/A55.60%28.70%38.05%
WT
WISDOMTREE INC
$2.04B17.70%7.00%14.81%22.50%1.401.44100.00%16.20%27.41%
SII
SPROTT INC
$1.82B15.00%12.30%18.06%53.90%0.272.5347.80%25.20%36.23%
BCSF
BAIN CAPITAL SPECIALTY FINANCE INC
$982.76M9.40%4.10%N/A4.80%1.44N/A80.30%37.90%67.55%
BX
BLACKSTONE INC
$134.11B33.90%5.90%N/A7.90%3.18N/A60.10%19.80%31.01%
PX
P10 INC
$1.31B4.20%1.70%N/A8.10%1.61N/A100.00%4.90%15.45%
TRIN
TRINITY CAPITAL INC
$1.13B16.60%7.50%N/A7.50%1.21N/A82.50%51.90%78.66%
MFIC
MIDCAP FINANCIAL INVESTMENT CORP
$1.14B7.10%3.00%N/A4.40%1.52N/A87.20%30.60%69.41%
HRZN
HORIZON TECHNOLOGY FINANCE CORP
$275.62M-10.90%-4.50%N/A-0.10%1.59N/A87.50%-36.30%-1.50%
PNNT
PENNANTPARK INVESTMENT CORP
$457.07M10.60%3.90%N/A5.00%1.61N/A79.20%39.80%75.02%
GBDC
GOLUB CAPITAL BDC INC
$3.75B9.30%4.20%N/A4.90%1.31N/A82.50%42.80%75.45%
AMP
AMERIPRISE FINANCIAL INC
$45.97B57.50%1.80%N/A2.40%29.40N/A47.90%18.30%24.74%
ALTI
ALTI GLOBAL INC
$542.62M-21.90%-11.60%N/A-38.50%0.37N/A18.10%-68.40%-74.99%
HTGC
HERCULES CAPITAL INC
$3.48B13.00%6.60%N/A6.00%0.99N/A100.00%51.50%68.99%
KKR
KKR & CO INC
$128.83B9.10%0.60%N/A1.60%11.05N/A49.50%14.40%40.45%
BCIC
BCP INVESTMENT CORP
$159.49M-4.90%-1.90%N/A1.40%1.60N/A80.90%-15.90%17.62%
BN
BROOKFIELD CORP
$114.25B1.80%0.20%N/A2.80%7.39N/A24.90%1.10%24.29%
CION
CION INVESTMENT CORP
$508.89M-1.30%-0.50%N/A2.80%1.48N/A78.80%-4.60%37.30%
CRBG
COREBRIDGE FINANCIAL INC
$17.51B-2.70%-0.10%N/A0.10%31.38N/A28.70%-2.20%2.42%
STT
STATE STREET CORP
$31.81B10.00%0.70%N/A1.30%12.80N/A100.00%19.70%25.24%
AB
ALLIANCEBERNSTEIN HOLDING LP
$4.19B18.60%18.60%N/A20.40%0.00N/A100.00%90.90%100.00%
CCAP
CRESCENT CAPITAL BDC INC
$575.20M6.00%2.70%N/A1.80%1.28N/A46.80%24.10%25.02%
MAIN
MAIN STREET CAPITAL CORP
$5.80B19.00%10.10%N/A9.30%0.86N/A100.00%94.60%122.95%
TSLX
SIXTH STREET SPECIALTY LENDING INC
$2.21B11.70%5.40%N/A6.40%1.11N/A80.80%39.60%71.10%
PFG
PRINCIPAL FINANCIAL GROUP INC
$18.48B10.10%0.40%N/A0.40%27.27N/A44.50%7.50%8.49%
OWL
BLUE OWL CAPITAL INC
$28.81B3.40%0.70%N/A3.90%2.52N/A53.50%2.90%9.77%
ARES
ARES MANAGEMENT CORP
$58.76B12.90%1.50%N/A4.40%4.13N/A100.00%9.10%35.50%
SAMG
SILVERCREST ASSET MANAGEMENT GROUP INC
$201.83M10.70%4.80%N/A19.00%0.82N/A100.00%6.60%10.17%
SLRC
SLR INVESTMENT CORP
$868.51M9.00%3.60%N/A4.90%1.56N/A75.80%39.90%70.35%
WHF
WHITEHORSE FINANCE INC
$203.38M3.10%1.30%N/A0.90%1.41N/A45.50%10.60%10.62%
CG
CARLYLE GROUP INC
$24.12B19.90%4.70%N/A4.90%3.18N/A48.50%19.00%26.20%
CNS
COHEN & STEERS INC
$3.59B31.80%20.70%N/A26.40%0.40N/A88.70%29.80%38.42%
CGBD
CARLYLE SECURED LENDING INC
$973.25M6.40%3.00%N/A4.50%1.15N/A78.60%28.60%61.41%
BK
BANK OF NEW YORK MELLON CORP
$75.05B11.20%1.10%N/A1.80%10.04N/A100.00%24.70%32.80%
NMFC
NEW MOUNTAIN FINANCE CORP
$1.06B6.20%2.50%N/A4.40%1.42N/A80.20%23.30%61.62%
BAM
BROOKFIELD ASSET MANAGEMENT LTD
$93.27B26.60%16.00%N/A18.70%0.48N/A69.00%55.30%61.53%
BEN
FRANKLIN RESOURCES INC
$12.65B2.60%1.00%N/A1.90%1.49N/A100.00%3.70%6.93%
GSBD
GOLDMAN SACHS BDC INC
$1.31B3.30%1.50%N/A3.20%1.26N/A88.50%12.40%40.96%
IVZ
INVESCO LTD
$9.96B0.20%0.10%N/A3.60%0.98N/A100.00%0.50%12.31%
BBUC
BROOKFIELD BUSINESS CORP
$2.51B-5,073.20%-5.50%-2.52%-2.90%-86.180.568.50%-12.60%-3.74%
GAIN
GLADSTONE INVESTMENT CORPORATION
$537.74M16.50%7.90%N/A7.50%1.17N/A68.90%83.80%115.63%
STEP
STEPSTONE GROUP INC
$7.08B-62.30%-4.30%N/A-6.30%15.68N/A-7.60%-15.30%-18.39%
HLNE
HAMILTON LANE INC
$8.16B31.10%13.00%N/A16.30%1.06N/A100.00%30.70%39.53%
GLAD
GLADSTONE CAPITAL CORP
$518.28M15.80%9.40%N/A8.70%0.61N/A80.50%84.40%106.52%
WTF
WATON FINANCIAL LTD
$314.51M-101.80%-37.70%-92.31%-5,854.10%1.411.4166.50%-190.40%-187.97%
TPVG
TRIPLEPOINT VENTURE GROWTH BDC CORP
$258.48M11.80%5.40%N/A6.20%1.26N/A86.30%42.20%70.56%
TCPC
BLACKROCK TCP CAPITAL CORP
$589.30M-1.50%-0.60%N/A2.00%1.62N/A89.10%-5.00%25.65%
OXSQ
OXFORD SQUARE CAPITAL CORP
$168.55M-0.90%-0.50%N/A1.70%0.75N/A89.10%-3.30%16.07%
AMOD
ALPHA MODUS HOLDINGS INC
$48.25M-6.40%411.70%-40.55%-163.30%-0.200.07N/AN/AN/A
ARCC
ARES CAPITAL CORP
$15.03B10.10%4.80%N/A5.10%1.07N/A75.40%44.90%69.91%
SCM
STELLUS CAPITAL INVESTMENT CORP
$399.25M10.60%3.90%N/A4.70%1.76N/A77.20%38.20%71.67%
APO
APOLLO GLOBAL MANAGEMENT INC
$79.21B18.10%0.80%N/A1.10%19.96N/A43.80%12.90%16.67%
OFS
OFS CAPITAL CORP
$117.77M6.50%2.50%N/A4.00%1.71N/A79.00%23.60%59.77%
NTRS
NORTHERN TRUST CORP
$24.91B13.20%1.00%N/A1.80%12.36N/A100.00%21.50%29.06%
BXSL
BLACKSTONE SECURED LENDING FUND
$6.39B10.20%4.60%N/A5.00%1.18N/A80.60%44.30%71.79%
PFLT
PENNANTPARK FLOATING RATE CAPITAL LTD
$974.32M7.00%3.00%N/A4.40%1.32N/A82.40%28.30%63.64%
FSK
FS KKR CAPITAL CORP
$4.75B3.40%1.50%N/A3.10%1.38N/A77.80%13.20%42.59%
PSEC
PROSPECT CAPITAL CORP
$1.27B-18.00%-8.30%N/A-3.50%0.73N/A74.10%-82.50%-44.71%
INV
INNVENTURE INC
$377.61M-137.50%-55.00%-60.36%-2,309.60%0.590.29-414.20%-20,313.00%-19,818.13%
RAND
RAND CAPITAL CORP
$43.24M-11.20%-10.40%N/A-10.30%0.02N/A111.90%-90.40%-87.11%
GROW
U S GLOBAL INVESTORS INC
$32.20M-0.70%-0.70%-0.57%-1.30%0.0620.88100.00%-4.00%-3.09%
EQS
EQUUS TOTAL RETURN INC
$33.83M-47.60%-33.00%N/A-25.50%0.09N/A-59.90%-1,212.20%-1,199.19%
AMTD
AMTD IDEA GROUP
$101.96M3.90%2.60%2.51%3.00%0.2710.6250.90%58.10%60.11%
MGLD
MARYGOLD COMPANIES INC
$45.84M-24.90%-18.30%-28.84%-34.10%0.382.6873.60%-19.90%-23.36%
MAAS
MAASE INC
$15.19M-1.70%-0.50%1.62%2.00%1.162.7084.30%-1.00%2.55%
MRCC
MONROE CAPITAL CORP
$164.01M1.00%0.40%N/A3.00%1.20N/A83.80%3.70%42.03%
STEC
SANTECH HOLDINGS LTD
$42.84M1,459.50%185.40%59,862.18%-1,538.00%46.121.0233.00%-178.80%-182.34%
ICMB
INVESTCORP CREDIT MANAGEMENT BDC INC
$43.58M10.00%3.70%N/A5.00%1.95N/A83.10%38.00%77.33%
HNNA
HENNESSY ADVISORS INC
$91.74M10.50%6.40%10.39%38.10%0.6415.5855.70%27.50%44.46%
TGE
GENERATION ESSENTIALS GROUP
$50.68MN/AN/AN/AN/A-1.450.84N/AN/AN/A
PFX
PHENIXFIN CORP
$96.09M3.90%2.00%N/A3.60%0.96N/A100.00%25.80%63.13%
PWM
PRESTIGE WEALTH INC
$7.81M-149.10%-104.30%-226.26%-147.90%1.081.13100.00%-1,074.70%-1,075.14%
BCG
BINAH CAPITAL GROUP INC
$24.07M-11.10%-2.80%N/A6.40%3.14N/A19.30%-1.10%1.69%
RMCO
ROYALTY MANAGEMENT HOLDING CORP
$27.68M-1.80%-1.60%-1.42%-1.60%0.210.9832.70%-9.60%-7.73%
BENF
BENEFICIENT
$3.48MN/A-3.80%N/A0.60%-1.77N/A100.00%71.60%-15.14%
CWD
CALIBERCOS INC
$17.99MN/A-19.60%N/A-8.20%-3.87N/A-6.30%-64.80%-45.74%
GEG
GREAT ELM GROUP INC
$84.38M20.30%9.10%11.87%11.70%1.0414.34-0.70%79.00%105.01%

Asset Management Stocks FAQ

What are the best asset management stocks to buy right now in Sep 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. Suro Capital (NASDAQ:SSSS)


Suro Capital (NASDAQ:SSSS) 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 +32.52% per year. Learn more.

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

Suro Capital (NASDAQ:SSSS) has a Due Diligence Score of 16, which is -16 points lower than the asset management industry average of 32. Although this number is below the industry average, our proven quant model rates SSSS as a "A".

SSSS passed 5 out of 38 due diligence checks and has weak fundamentals. Suro Capital has seen its stock return 132.14% over the past year, overperforming other asset management stocks by 119 percentage points.

Suro Capital has an average 1 year price target of $10.00, an upside of 9.89% from Suro Capital's current stock price of $9.10.

Suro Capital stock has a consensus Strong Buy recommendation according to Wall Street analysts. Of the 3 analysts covering Suro Capital, 33.33% have issued a Strong Buy rating, 66.67% have issued a Buy, 0% have issued a hold, while 0% have issued a Sell rating, and 0% 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 100 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: C, Growth: C, Momentum: A, Sentiment: A, Safety: C, Financials: A, and AI: B.

Acadian Asset Management (NYSE:AAMI) has a Due Diligence Score of 47, which is 15 points higher than the asset management industry average of 32.

AAMI passed 19 out of 38 due diligence checks and has strong fundamentals. Acadian Asset Management has seen its stock return 93.25% over the past year, overperforming other asset management stocks by 80 percentage points.

Acadian Asset Management has an average 1 year price target of $35.33, a downside of -26.95% from Acadian Asset Management's current stock price of $48.37.

Acadian Asset Management stock has a consensus Hold recommendation according to Wall Street analysts. Of the 3 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. Great Elm Capital (NASDAQ:GECC)


Great Elm Capital (NASDAQ:GECC) 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 +19.88% per year. Learn more.

The Component Grade breakdown for Great Elm Capital (NASDAQ:GECC) is: Value: B, Growth: C, Momentum: C, Sentiment: B, Safety: C, Financials: C, and AI: C.

Great Elm Capital (NASDAQ:GECC) has a Due Diligence Score of 35, which is 3 points higher than the asset management industry average of 32.

GECC passed 12 out of 38 due diligence checks and has average fundamentals. Great Elm Capital has seen its stock return 9.81% over the past year, underperforming other asset management stocks by -4 percentage points.

Great Elm Capital has an average 1 year price target of $11.50, an upside of 3.79% from Great Elm Capital's current stock price of $11.08.

Great Elm Capital stock has a consensus Strong Buy recommendation according to Wall Street analysts. Of the 1 analyst covering Great Elm 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 79 asset management stocks that have issued dividends in the past year, the 3 asset management stocks with the highest dividend yields are:

1. Prospect Capital (NASDAQ:PSEC)


Prospect Capital (NASDAQ:PSEC) has an annual dividend yield of 20.73%, which is 14 percentage points higher than the asset management industry average of 6.41%. 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 -43.3% indicates that its high dividend yield might not be sustainable for the long-term.

2. Bcp Investment (NASDAQ:BCIC)


Bcp Investment (NASDAQ:BCIC) has an annual dividend yield of 18.11%, which is 12 percentage points higher than the asset management industry average of 6.41%. Bcp Investment's dividend payout is not stable, having dropped more than 10% six times in the last 10 years. Bcp Investment's dividend has shown consistent growth over the last 10 years.

Bcp Investment's dividend payout ratio of -257% 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 17.37%, which is 11 percentage points higher than the asset management industry average of 6.41%. Goldman Sachs Bdc's dividend payout is not stable, having dropped more than 10% five 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 406.7% 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 -0.74% in the last day, and up 0.55% 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. 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 33 points higher than the asset management industry average of 38. It passed 5 out of 7 valuation due diligence checks.

Virtus Investment Partners's stock has dropped -5.5% in the past year. It has underperformed other stocks in the asset management industry by -19 percentage points.

2. Great Elm Capital (NASDAQ:GECC)


Great Elm Capital (NASDAQ:GECC) 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.

Great Elm Capital has a valuation score of 43, which is 5 points higher than the asset management industry average of 38. It passed 3 out of 7 valuation due diligence checks.

Great Elm Capital's stock has gained 9.81% in the past year. It has underperformed other stocks in the asset management industry by -4 percentage points.

3. Diamond Hill Investment Group (NASDAQ:DHIL)


Diamond Hill Investment Group (NASDAQ:DHIL) 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.

Diamond Hill Investment Group has a valuation score of 86, which is 48 points higher than the asset management industry average of 38. It passed 6 out of 7 valuation due diligence checks.

Diamond Hill Investment Group's stock has dropped -8.02% in the past year. It has underperformed other stocks in the asset management industry by -21 percentage points.

Are asset management stocks a good buy now?

32.86% of asset management stocks rated by analysts are a hold right now. On average, analysts expect asset management stocks to rise by 3.74% over the next year.

2.44% of asset management stocks have a Zen Rating of A (Strong Buy), 6.1% of asset management stocks are rated B (Buy), 82.93% are rated C (Hold), 7.32% are rated D (Sell), and 1.22% 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 50.55x.
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.