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 106th ranked industry out of 145 stock market industries
Learn how the Zen Ratings work
Ticker
Company
Zen Rating
Sentiment
Market Cap
Shares
Institutional %
Insider %
Net Insider (L12M)
Net Insider (L3M)
AMTD
AMTD IDEA GROUP
$80.76M488,450,4970.07%0.00%
GEG
GREAT ELM GROUP INC
$61.23M32,744,5534.50%95.50%Net Selling

Asset Management Stocks FAQ

What are the best asset management stocks to buy right now in Apr 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 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 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 64.67% over the past year, overperforming other asset management stocks by 65 percentage points.

Affiliated Managers Group has an average 1 year price target of $366.50, an upside of 32.45% from Affiliated Managers Group's current stock price of $276.70.

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

2. Sprott (NYSE:SII)


Sprott (NYSE:SII) 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 Sprott (NYSE:SII) is: Value: D, Growth: B, Momentum: B, Sentiment: B, Safety: D, Financials: B, and AI: B.

Sprott (NYSE:SII) has a Due Diligence Score of 27, which is -4 points lower than the asset management industry average of 31. Although this number is below the industry average, our proven quant model rates SII as a "B".

SII passed 11 out of 38 due diligence checks and has average fundamentals. Sprott has seen its stock return 218.48% over the past year, overperforming other asset management stocks by 219 percentage points.

Sprott has an average 1 year price target of $132.00, a downside of -7.63% from Sprott's current stock price of $142.90.

Sprott stock has a consensus Hold recommendation according to Wall Street analysts. Of the 1 analyst covering Sprott, 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. Victory Capital Holdings (NASDAQ:VCTR)


Victory Capital Holdings (NASDAQ:VCTR) 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 Victory Capital Holdings (NASDAQ:VCTR) is: Value: C, Growth: C, Momentum: C, Sentiment: B, Safety: C, Financials: B, and AI: C.

Victory Capital Holdings (NASDAQ:VCTR) has a Due Diligence Score of 62, which is 31 points higher than the asset management industry average of 31.

VCTR passed 22 out of 38 due diligence checks and has strong fundamentals. Victory Capital Holdings has seen its stock return 13.15% over the past year, overperforming other asset management stocks by 14 percentage points.

Victory Capital Holdings has an average 1 year price target of $75.20, an upside of 14.84% from Victory Capital Holdings's current stock price of $65.48.

Victory Capital Holdings stock has a consensus Buy recommendation according to Wall Street analysts. Of the 5 analysts covering Victory Capital Holdings, 20% have issued a Strong Buy rating, 20% have issued a Buy, 60% 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 81 asset management stocks that have issued dividends in the past year, the 3 asset management stocks with the highest dividend yields are:

1. Investcorp Credit Management Bdc (NASDAQ:ICMB)


Investcorp Credit Management Bdc (NASDAQ:ICMB) has an annual dividend yield of 32.1%, which is 23 percentage points higher than the asset management industry average of 9.57%. Investcorp Credit Management Bdc's dividend payout is not stable, having dropped more than 10% five times in the last 10 years. Investcorp Credit Management Bdc's dividend has not shown consistent growth over the last 10 years.

Investcorp Credit Management Bdc's dividend payout ratio of -5,000% indicates that its high dividend yield might not be sustainable for the long-term.

2. Horizon Technology Finance (NASDAQ:HRZN)


Horizon Technology Finance (NASDAQ:HRZN) has an annual dividend yield of 30.17%, which is 21 percentage points higher than the asset management industry average of 9.57%. 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.

3. Ofs Capital (NASDAQ:OFS)


Ofs Capital (NASDAQ:OFS) has an annual dividend yield of 28.73%, which is 19 percentage points higher than the asset management industry average of 9.57%. 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 -48.2% 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 2.24% in the last day, and up 0.34% over the last week. Maase was the among the top gainers in the asset management industry, gaining 6.79% yesterday.

Maase shares are trading higher after the company announced that it completed a transaction for Huazhi Group, a high-performance computing and AI algorithm R&D firm.

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 35 points higher than the asset management industry average of 36. It passed 5 out of 7 valuation due diligence checks.

Virtus Investment Partners's stock has dropped -22.05% 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 7 points higher than the asset management industry average of 36. It passed 3 out of 7 valuation due diligence checks.

Triplepoint Venture Growth Bdc's stock has dropped -28.51% in the past year. It has underperformed other stocks in the asset management industry by -28 percentage points.

3. Noah Holdings (NYSE:NOAH)


Noah Holdings (NYSE:NOAH) 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.

Noah Holdings has a valuation score of 57, which is 21 points higher than the asset management industry average of 36. It passed 4 out of 7 valuation due diligence checks.

Noah Holdings's stock has gained 4.76% in the past year. It has overperformed other stocks in the asset management industry by 6 percentage points.

Are asset management stocks a good buy now?

34.72% of asset management stocks rated by analysts are a buy right now. On average, analysts expect asset management stocks to rise by 28.02% over the next year.

1.28% of asset management stocks have a Zen Rating of A (Strong Buy), 8.97% of asset management stocks are rated B (Buy), 71.79% 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 29.41x.
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