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 +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 115th ranked industry out of 145 stock market industries
Learn how the Zen Ratings work
Ticker
Company
Market Cap
Price
Price Target
Upside/Downside
Top Analysts Upside/Downside
Consensus
Top Analysts Consensus
Analysts
Top Analysts
Fore. Revenue Growth
Fore. Earnings Growth
Forecast ROE
Forecast ROA
AMG
AFFILIATED MANAGERS GROUP INC
$7.94B$297.53$386.6729.96%Strong Buy39.46%18.89%34.88%12.27%
AAMI
ACADIAN ASSET MANAGEMENT INC
$2.41B$67.55$62.50-7.48%Hold422.92%61.77%313.62%38.91%
BEN
FRANKLIN RESOURCES INC
$15.43B$29.70$30.502.69%Hold6-3.66%34.91%13.00%4.62%
WT
WISDOMTREE INC
$2.45B$17.28$17.672.24%Hold322.05%27.11%46.19%12.63%
SII
SPROTT INC
$3.37B$130.61$132.001.06%Hold1N/AN/AN/AN/A
GCMG
GCM GROSVENOR INC
$2.24B$11.06$15.0035.62%Strong Buy26.67%4.11%809.55%26.85%
NOAH
NOAH HOLDINGS LTD
$716.78M$10.69$11.002.90%Hold24.21%13.73%35.88%30.03%
VCTR
VICTORY CAPITAL HOLDINGS INC
$5.01B$78.16$74.75-4.36%Hold411.42%36.13%22.32%12.74%
CSWC
CAPITAL SOUTHWEST CORP
$1.45B$24.10N/AN/AN/AN/A-1.04%9.30%13.50%6.35%
SEIC
SEI INVESTMENTS CO
$10.98B$91.27$104.2514.22%Strong Buy48.85%7.23%40.03%29.95%
NTRS
NORTHERN TRUST CORP
$29.84B$161.24$167.403.82%Hold105.23%11.42%20.07%1.49%
HTGC
HERCULES CAPITAL INC
$3.02B$16.44$17.707.66%Buy58.32%2.49%16.32%7.89%
AMP
AMERIPRISE FINANCIAL INC
$42.73B$468.59$533.8613.93%Buy74.94%12.53%86.97%2.98%
CCAP
CRESCENT CAPITAL BDC INC
$513.23M$13.90$15.138.81%Buy4-4.51%32.40%8.59%3.74%
BCIC
BCP INVESTMENT CORP
$99.34M$8.02$9.0012.22%Hold1-1.23%20.87%8.09%3.23%
FHI
FEDERATED HERMES INC
$4.10B$54.00$54.000.00%Sell34.52%6.69%41.89%23.53%
HLNE
HAMILTON LANE INC
$5.08B$91.12$154.5769.63%Strong Buy720.04%16.97%49.23%19.90%
RPC
RIDGEPOST CAPITAL INC
$879.33M$8.03$13.2565.01%Strong Buy214.84%157.68%41.87%15.85%
CION
CION INVESTMENT CORP
$394.38M$7.81$7.00-10.37%Strong Sell1-13.15%N/A7.13%2.72%
WHF
WHITEHORSE FINANCE INC
$168.76M$7.59N/AN/AN/AN/A-8.25%79.56%8.85%3.74%
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC
$2.62B$36.85$38.334.02%Hold33.50%1.49%76.69%20.70%
CG
CARLYLE GROUP INC
$18.05B$49.97$64.7829.63%Buy99.12%41.56%39.68%7.85%
NCDL
NUVEEN CHURCHILL DIRECT LENDING CORP
$730.43M$14.79$14.880.57%Buy4-9.25%-5.92%9.04%3.85%
PSEC
PROSPECT CAPITAL CORP
$1.31B$2.72N/AN/AN/AN/A-1.67%N/A6.65%3.01%
VRTS
VIRTUS INVESTMENT PARTNERS INC
$933.89M$139.48$137.75-1.24%Sell4-5.35%14.94%19.68%4.28%
FDUS
FIDUS INVESTMENT CORP
$728.34M$19.19$19.501.62%Buy19.09%-7.88%9.65%5.02%
IVZ
INVESCO LTD
$11.55B$26.04$29.7714.34%Buy11-0.60%N/A12.78%5.77%
ALTI
ALTI GLOBAL INC
$528.86M$3.51N/AN/AN/AN/A19.94%N/A11.27%5.75%
PAX
PATRIA INVESTMENTS LTD
$2.02B$12.68$18.0041.96%Buy214.56%78.24%63.28%20.36%
CNS
COHEN & STEERS INC
$3.51B$68.27$75.009.86%Buy10.45%6.56%36.77%24.24%
STEP
STEPSTONE GROUP INC
$6.43B$54.00$69.8329.32%Strong Buy60.87%N/A-107.88%7.80%
BLK
BLACKROCK INC
$163.67B$1,052.25$1.27k20.58%Strong Buy1113.57%25.48%21.63%7.11%
STT
STATE STREET CORP
$40.98B$148.08$158.206.83%Buy104.87%16.19%14.91%1.05%
VINP
VINCI COMPASS INVESTMENTS LTD
$707.21M$10.81$15.0038.76%Strong Buy1159.64%201.37%122.59%60.15%
HRZN
HORIZON TECHNOLOGY FINANCE CORP
$199.82M$4.18$6.0043.54%Hold37.63%N/A11.02%4.33%
AB
ALLIANCEBERNSTEIN HOLDING LP
$3.68B$39.42$40.001.47%Hold3137.57%10.23%27.77%27.76%
TROW
PRICE T ROWE GROUP INC
$22.09B$103.08$99.11-3.85%Sell92.12%2.13%20.85%15.62%
GECC
GREAT ELM CAPITAL CORP
$76.82M$5.53$10.0080.83%Hold15.52%N/A11.07%4.21%
BN
BROOKFIELD CORP
$111.40B$44.98$55.1322.55%Strong Buy4-60.93%176.16%26.85%2.48%
OWL
BLUE OWL CAPITAL INC
$15.78B$10.12$13.3331.75%Buy127.53%107.17%88.86%15.03%
CGBD
CARLYLE SECURED LENDING INC
$850.95M$12.04$12.00-0.33%Buy41.99%14.07%5.74%2.40%
PSBD
PALMER SQUARE CAPITAL BDC INC
$348.18M$11.16$11.755.29%Hold6-13.88%N/A10.56%4.02%
GSBD
GOLDMAN SACHS BDC INC
$1.13B$10.04$9.00-10.36%Sell2-6.68%7.40%8.71%3.67%
PNNT
PENNANTPARK INVESTMENT CORP
$314.73M$4.82$5.6316.70%Hold4-3.11%20.48%6.85%2.42%
BCSF
BAIN CAPITAL SPECIALTY FINANCE INC
$917.89M$14.15$14.00-1.06%Buy2-4.91%-0.25%8.23%3.45%
TRIN
TRINITY CAPITAL INC
$1.40B$16.81$17.504.10%Buy112.32%2.54%14.50%6.39%
TPVG
TRIPLEPOINT VENTURE GROWTH BDC CORP
$227.16M$5.61$5.671.02%Sell30.10%-19.87%7.59%3.20%
BK
BANK OF NEW YORK MELLON CORP
$90.52B$131.88$139.755.97%Buy104.88%10.51%17.52%1.40%
KKR
KKR & CO INC
$92.12B$103.33$126.5022.42%Strong Buy10-7.69%53.27%30.38%2.29%
SAR
SARATOGA INVESTMENT CORP
$386.64M$23.89N/AN/AN/AN/A0.25%-1.16%9.37%3.23%
SLRC
SLR INVESTMENT CORP
$869.60M$15.94$14.38-9.82%Sell4-0.63%-4.26%7.93%3.07%
SAMG
SILVERCREST ASSET MANAGEMENT GROUP INC
$154.97M$13.14N/AN/AN/AN/A6.01%36.88%40.92%12.35%
GLAD
GLADSTONE CAPITAL CORP
$437.40M$19.36$22.3315.36%Strong Buy311.95%24.01%9.23%4.77%
PFG
PRINCIPAL FINANCIAL GROUP INC
$21.48B$99.46$94.30-5.19%Hold106.91%16.41%23.54%0.84%
BAM
BROOKFIELD ASSET MANAGEMENT LTD
$77.98B$47.60$57.6721.15%Hold618.66%18.64%57.44%27.36%
GAIN
GLADSTONE INVESTMENT CORPORATION
$670.20M$16.83$15.00-10.87%Buy110.07%-70.82%6.07%2.92%
MFIC
MIDCAP FINANCIAL INVESTMENT CORP
$1.12B$12.12$11.25-7.18%Hold7-7.14%39.87%9.21%3.62%
APO
APOLLO GLOBAL MANAGEMENT INC
$74.70B$129.19$146.4413.36%Strong Buy9-2.04%30.88%32.29%1.64%
PFLT
PENNANTPARK FLOATING RATE CAPITAL LTD
$910.82M$9.18$10.008.93%Buy2-1.20%85.50%10.80%4.14%
TSLX
SIXTH STREET SPECIALTY LENDING INC
$1.87B$19.76$21.368.08%Buy7-3.67%4.46%11.06%5.19%
BX
BLACKSTONE INC
$91.36B$123.09$151.1522.80%Buy1314.26%31.29%78.86%14.32%
BXSL
BLACKSTONE SECURED LENDING FUND
$5.74B$24.72$26.979.11%Buy9-1.28%6.64%9.93%4.23%
MAIN
MAIN STREET CAPITAL CORP
$5.02B$55.76$65.3317.17%Buy36.16%-25.72%13.54%7.13%
NMFC
NEW MOUNTAIN FINANCE CORP
$808.51M$8.56$8.17-4.59%Hold3-7.58%N/A9.60%4.13%
TPG
TPG INC
$17.31B$45.03$59.6432.44%Buy11-4.96%78.19%146.79%12.50%
OFS
OFS CAPITAL CORP
$53.32M$3.98N/AN/AN/AN/AN/AN/A11.14%3.86%
SCM
STELLUS CAPITAL INVESTMENT CORP
$282.81M$9.77$9.00-7.88%Hold1-0.94%4.50%7.72%2.75%
GBDC
GOLUB CAPITAL BDC INC
$3.56B$13.68$14.002.34%Strong Buy3-2.68%30.99%9.36%4.11%
ARCC
ARES CAPITAL CORP
$13.77B$19.18$20.577.25%Strong Buy70.61%9.09%9.69%4.44%
SSSS
SURO CAPITAL CORP
$350.35M$13.80$15.6713.53%Strong Buy3-57.66%N/A-8.70%-6.47%
FSK
FS KKR CAPITAL CORP
$3.25B$11.62$11.08-4.62%Hold6-10.69%536.67%7.01%2.99%
TCPC
BLACKROCK TCP CAPITAL CORP
$370.21M$4.39$3.50-20.27%Strong Sell2-17.79%N/A6.62%2.40%
BUR
BURFORD CAPITAL LTD
$1.15B$5.26$11.38116.25%Buy2N/AN/AN/AN/A
INV
INNVENTURE INC
$502.84M$6.28N/AN/AN/AN/A2,163.33%N/A-31.68%-10.80%
ARES
ARES MANAGEMENT CORP
$26.50B$119.98$160.6933.93%Strong Buy139.48%72.16%47.86%7.15%
OXSQ
OXFORD SQUARE CAPITAL CORP
$182.38M$1.95N/AN/AN/AN/AN/AN/A19.35%8.55%
MLCI
MOUNT LOGAN CAPITAL INC
$49.04M$4.38N/AN/AN/AN/AN/AN/AN/AN/A
CRBG
COREBRIDGE FINANCIAL INC
$13.04B$27.07$33.9125.26%Buy118.78%N/A29.96%0.96%
AURE
AURELION INC
$17.33M$2.20N/AN/AN/AN/AN/AN/AN/AN/A
ALP
ALPHATON CAPITAL CORP
$1.47M$0.26$2.00681.25%Buy1N/AN/A-0.60%-0.19%
RMCO
ROYALTY MANAGEMENT HOLDING CORP
$43.48M$2.87N/AN/AN/AN/A124.62%N/A138.88%114.14%
PFX
PHENIXFIN CORP
$79.53M$39.80N/AN/AN/AN/A-7.63%N/A2.75%1.39%
MAAS
MAASE INC
$150.90M$9.48N/AN/AN/AN/AN/AN/AN/AN/A
TGE
GENERATION ESSENTIALS GROUP
$50.40M$1.04N/AN/AN/AN/AN/AN/AN/AN/A
MGLD
MARYGOLD COMPANIES INC
$48.38M$1.13N/AN/AN/AN/AN/AN/AN/AN/A
EQS
EQUUS TOTAL RETURN INC
$15.64M$1.12N/AN/AN/AN/AN/AN/AN/AN/A
JHG
JANUS HENDERSON GROUP PLC
$7.96B$51.64$49.00-5.11%Hold3-1.47%-4.07%15.02%9.26%
RAND
RAND CAPITAL CORP
$32.91M$11.08N/AN/AN/AN/AN/AN/AN/AN/A
HNNA
HENNESSY ADVISORS INC
$78.29M$9.92N/AN/AN/AN/AN/AN/AN/AN/A
BCG
BINAH CAPITAL GROUP INC
$33.43M$2.00N/AN/AN/AN/AN/AN/AN/AN/A
BENF
BENEFICIENT
$48.90M$3.44N/AN/AN/AN/AN/AN/AN/A-14.63%
WHG
WESTWOOD HOLDINGS GROUP INC
$147.73M$15.57N/AN/AN/AN/AN/AN/AN/AN/A
GROW
U S GLOBAL INVESTORS INC
$33.26M$2.65N/AN/AN/AN/AN/AN/AN/AN/A
WTF
WATON FINANCIAL LTD
$177.51M$3.68N/AN/AN/AN/AN/AN/AN/AN/A
GEG
GREAT ELM GROUP INC
$67.45M$2.06N/AN/AN/AN/AN/AN/A49.64%20.43%
PS
PERSHING SQUARE INC
N/A$34.21N/AN/AN/AN/AN/AN/AN/AN/A
AMTD
AMTD IDEA GROUP
$96.86M$1.01N/AN/AN/AN/AN/AN/AN/AN/A
CWD
CALIBERCOS INC
$5.64M$0.80N/AN/AN/AN/A-2.36%N/A224.45%2.21%
ICMB
INVESTCORP CREDIT MANAGEMENT BDC INC
$26.12M$1.81N/AN/AN/AN/A29.17%N/A3.36%1.09%
BVC
BITVENTURES LTD
$82.67M$10.35N/AN/AN/AN/AN/AN/AN/AN/A

Asset Management Stocks FAQ

What are the best asset management stocks to buy right now in May 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. Affiliated Managers Group (NYSE:AMG)


Affiliated Managers Group (NYSE:AMG) is the #1 top asset management stock out of 99 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 Affiliated Managers Group (NYSE:AMG) is: Value: B, Growth: C, Momentum: C, Sentiment: C, Safety: C, Financials: B, and AI: C.

Affiliated Managers Group (NYSE:AMG) has a Due Diligence Score of 50, which is 19 points higher than the asset management industry average of 31.

AMG passed 20 out of 38 due diligence checks and has strong fundamentals. Affiliated Managers Group has seen its stock return 72.38% over the past year, overperforming other asset management stocks by 64 percentage points.

Affiliated Managers Group has an average 1 year price target of $386.67, an upside of 29.96% from Affiliated Managers Group's current stock price of $297.53.

Affiliated Managers Group stock has a consensus Strong Buy recommendation according to Wall Street analysts. Of the 3 analysts covering Affiliated Managers Group, 66.67% have issued a Strong Buy rating, 33.33% 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 99 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: B, Sentiment: A, Safety: C, Financials: A, and AI: B.

Acadian Asset Management (NYSE:AAMI) has a Due Diligence Score of 39, which is 8 points higher than the asset management industry average of 31.

AAMI passed 16 out of 38 due diligence checks and has average fundamentals. Acadian Asset Management has seen its stock return 140.73% over the past year, overperforming other asset management stocks by 132 percentage points.

Acadian Asset Management has an average 1 year price target of $62.50, a downside of -7.48% from Acadian Asset Management's current stock price of $67.55.

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.

3. Franklin Resources (NYSE:BEN)


Franklin Resources (NYSE:BEN) is the #3 top asset management stock out of 99 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 Franklin Resources (NYSE:BEN) is: Value: C, Growth: B, Momentum: C, Sentiment: B, Safety: B, Financials: C, and AI: C.

Franklin Resources (NYSE:BEN) has a Due Diligence Score of 37, which is 6 points higher than the asset management industry average of 31.

BEN passed 13 out of 38 due diligence checks and has average fundamentals. Franklin Resources has seen its stock return 48.43% over the past year, overperforming other asset management stocks by 40 percentage points.

Franklin Resources has an average 1 year price target of $30.50, an upside of 2.69% from Franklin Resources's current stock price of $29.70.

Franklin Resources stock has a consensus Hold recommendation according to Wall Street analysts. Of the 6 analysts covering Franklin Resources, 33.33% have issued a Strong Buy rating, 0% have issued a Buy, 33.33% have issued a hold, while 16.67% have issued a Sell rating, and 16.67% have issued a Strong Sell.

What are the asset management stocks with highest dividends?

Out of 78 asset management stocks that have issued dividends in the past year, the 3 asset management stocks with the highest dividend yields are:

1. Horizon Technology Finance (NASDAQ:HRZN)


Horizon Technology Finance (NASDAQ:HRZN) has an annual dividend yield of 29.19%, which is 20 percentage points higher than the asset management industry average of 8.88%. 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 -2,200% indicates that its high dividend yield might not be sustainable for the long-term.

2. Ofs Capital (NASDAQ:OFS)


Ofs Capital (NASDAQ:OFS) has an annual dividend yield of 25.63%, which is 17 percentage points higher than the asset management industry average of 8.88%. Ofs Capital's dividend payout is not stable, having dropped more than 10% two times in the last 10 years. Ofs Capital's dividend has not shown consistent growth over the last 10 years.

Ofs Capital's dividend payout ratio of -36.6% indicates that its high dividend yield might not be sustainable for the long-term.

3. Great Elm Capital (NASDAQ:GECC)


Great Elm Capital (NASDAQ:GECC) has an annual dividend yield of 25.5%, which is 17 percentage points higher than the asset management industry average of 8.88%. Great Elm Capital's dividend payout is not stable, having dropped more than 10% seven 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 -55.1% 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 -0.33% in the last day, and up 0.68% 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 38 points higher than the asset management industry average of 33. It passed 5 out of 7 valuation due diligence checks.

Virtus Investment Partners's stock has dropped -12.55% in the past year. It has underperformed other stocks in the asset management industry by -21 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 10 points higher than the asset management industry average of 33. It passed 3 out of 7 valuation due diligence checks.

Triplepoint Venture Growth Bdc's stock has dropped -5.4% in the past year. It has underperformed other stocks in the asset management industry by -14 percentage points.

3. Bcp Investment (NASDAQ:BCIC)


Bcp Investment (NASDAQ:BCIC) 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.

Bcp Investment has a valuation score of 71, which is 38 points higher than the asset management industry average of 33. It passed 5 out of 7 valuation due diligence checks.

Bcp Investment's stock has dropped -34.74% in the past year. It has underperformed other stocks in the asset management industry by -44 percentage points.

Are asset management stocks a good buy now?

35.71% of asset management stocks rated by analysts are a buy right now. On average, analysts expect asset management stocks to rise by 15.17% over the next year.

0% of asset management stocks have a Zen Rating of A (Strong Buy), 5.19% of asset management stocks are rated B (Buy), 77.92% are rated C (Hold), 14.29% are rated D (Sell), and 2.6% 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 32.34x.
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.