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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.

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:

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: B, Safety: C, Financials: A, and AI: B.

Federated Hermes (NYSE:FHI) has a Due Diligence Score of 48, which is 15 points higher than the asset management industry average of 33.

FHI passed 18 out of 38 due diligence checks and has strong fundamentals. Federated Hermes has seen its stock return 31.66% over the past year, overperforming other asset management stocks by 32 percentage points.

Federated Hermes has an average 1 year price target of $41.60, a downside of -1.26% from Federated Hermes's current stock price of $42.13.

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.

Acadian Asset Management (NYSE:AAMI) is the #2 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 Acadian Asset Management (NYSE:AAMI) is: Value: C, Growth: C, Momentum: B, Sentiment: A, Safety: C, Financials: B, and AI: A.

Acadian Asset Management (NYSE:AAMI) has a Due Diligence Score of 40, which is 7 points higher than the asset management industry average of 33.

AAMI passed 16 out of 38 due diligence checks and has average fundamentals. Acadian Asset Management has seen its stock return 39.05% over the past year, overperforming other asset management stocks by 40 percentage points.

Acadian Asset Management has an average 1 year price target of $27.00, a downside of -13.35% from Acadian Asset Management's current stock price of $31.16.

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.

Affiliated Managers Group (NYSE:AMG) 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 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 45, which is 12 points higher than the asset management industry average of 33.

AMG passed 18 out of 38 due diligence checks and has strong fundamentals. Affiliated Managers Group has seen its stock return 19.74% over the past year, overperforming other asset management stocks by 20 percentage points.

Affiliated Managers Group has an average 1 year price target of $187.67, an upside of 3.11% from Affiliated Managers Group's current stock price of $182.01.

Affiliated Managers Group stock has a consensus Hold recommendation according to Wall Street analysts. Of the 3 analysts covering Affiliated Managers Group, 0% have issued a Strong Buy rating, 33.33% have issued a Buy, 66.67% have issued a hold, while 0% have issued a Sell rating, and 0% have issued a Strong Sell.

Out of 84 asset management stocks that have issued dividends in the past year, the 3 asset management stocks with the highest dividend yields are:

Phenixfin (NASDAQ:PFX) has an annual dividend yield of N/A, which is N/A percentage points lower than the asset management industry average of 6.4%. Phenixfin's dividend payout is not stable, having dropped more than 10% six times in the last 10 years. Phenixfin's dividend has not shown consistent growth over the last 10 years.

Phenixfin's dividend payout ratio of 53.8% indicates that its dividend yield is sustainable for the long-term.

Portman Ridge Finance (NASDAQ:PTMN) has an annual dividend yield of 20.67%, which is 14 percentage points higher than the asset management industry average of 6.4%. Portman Ridge Finance's dividend payout is not stable, having dropped more than 10% six 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 -231% indicates that its high dividend yield might not be sustainable for the long-term.

Prospect Capital (NASDAQ:PSEC) has an annual dividend yield of 18.69%, which is 12 percentage points higher than the asset management industry average of 6.4%. 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 -73.3% indicates that its high dividend yield might not be sustainable for the long-term.

Asset management stocks were down -2.14% in the last day, and down -1.78% over the last week.

We couldn't find a catalyst for why asset management stocks are down.

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:

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 31 points higher than the asset management industry average of 40. It passed 5 out of 7 valuation due diligence checks.

Virtus Investment Partners's stock has dropped -18.68% in the past year. It has underperformed other stocks in the asset management industry by -18 percentage points.

Trinity Capital (NASDAQ:TRIN) 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.

Trinity Capital has a valuation score of 43, which is 3 points higher than the asset management industry average of 40. It passed 3 out of 7 valuation due diligence checks.

Trinity Capital's stock has dropped -2.5% in the past year. It has underperformed other stocks in the asset management industry by -2 percentage points.

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 31 points higher than the asset management industry average of 40. It passed 5 out of 7 valuation due diligence checks.

Triplepoint Venture Growth Bdc's stock has dropped -23.62% in the past year. It has underperformed other stocks in the asset management industry by -23 percentage points.

38.57% of asset management stocks rated by analysts are a hold right now. On average, analysts expect asset management stocks to rise by 8.47% over the next year.

1.2% of asset management stocks have a Zen Rating of A (Strong Buy), 3.61% of asset management stocks are rated B (Buy), 79.52% are rated C (Hold), 13.25% are rated D (Sell), and 2.41% are rated F (Strong Sell).