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 109th ranked industry out of 145 stock market industries
Learn how the Zen Ratings work
Ticker
Company
DD Score
Valuation Score
Financials Score
Forecast Score
Performance Score
Dividends Score
SSSS
SURO CAPITAL CORP
16
14
14
0
10
40
AAMI
ACADIAN ASSET MANAGEMENT INC
47
43
43
78
50
20
DHIL
DIAMOND HILL INVESTMENT GROUP INC
45
86
29
0
50
60
FHI
FEDERATED HERMES INC
53
29
71
33
70
60
JHG
JANUS HENDERSON GROUP PLC
64
57
86
56
40
80

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Use Due Diligence Score to quickly analyze stock fundamentals, even if you don't have a finance background. We run time-tested due diligence checks inspired by legendary investors like Warren Buffett, and score each company based on how many they pass/fail.

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Asset Management Stocks FAQ

What are the best asset management stocks to buy right now in Oct 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 101 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: C, 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 86.97% over the past year, overperforming other asset management stocks by 84 percentage points.

Suro Capital has an average 1 year price target of $10.33, an upside of 12.56% from Suro Capital's current stock price of $9.18.

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

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 78.67% over the past year, overperforming other asset management stocks by 76 percentage points.

Acadian Asset Management has an average 1 year price target of $39.67, a downside of -16.63% from Acadian Asset Management's current stock price of $47.58.

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. Diamond Hill Investment Group (NASDAQ:DHIL)


Diamond Hill Investment Group (NASDAQ:DHIL) is the #3 top asset management stock out of 101 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 Diamond Hill Investment Group (NASDAQ:DHIL) is: Value: B, Growth: C, Momentum: C, Sentiment: C, Safety: B, Financials: A, and AI: C.

Diamond Hill Investment Group (NASDAQ:DHIL) has a Due Diligence Score of 45, which is 13 points higher than the asset management industry average of 32.

DHIL passed 16 out of 38 due diligence checks and has strong fundamentals. Diamond Hill Investment Group has seen its stock lose -12.2% over the past year, underperforming other asset management stocks by -15 percentage points.

What are the asset management stocks with highest dividends?

Out of 80 asset management stocks that have issued dividends in the past year, the 3 asset management stocks with the highest dividend yields are:

1. Great Elm Capital (NASDAQ:GECC)


Great Elm Capital (NASDAQ:GECC) has an annual dividend yield of 20.57%, which is 13 percentage points higher than the asset management industry average of 7.35%. Great Elm Capital's dividend payout is not stable, having dropped more than 10% six 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 94.9% indicates that its high dividend yield might not be sustainable for the long-term.

2. Whitehorse Finance (NASDAQ:WHF)


Whitehorse Finance (NASDAQ:WHF) has an annual dividend yield of 20.53%, which is 13 percentage points higher than the asset management industry average of 7.35%. Whitehorse Finance's dividend payout is not stable, having dropped more than 10% six times in the last 10 years. Whitehorse Finance's dividend has shown consistent growth over the last 10 years.

Whitehorse Finance's dividend payout ratio of 457.7% indicates that its high dividend yield might not be sustainable for the long-term.

3. Triplepoint Venture Growth Bdc (NYSE:TPVG)


Triplepoint Venture Growth Bdc (NYSE:TPVG) has an annual dividend yield of 20.36%, which is 13 percentage points higher than the asset management industry average of 7.35%. Triplepoint Venture Growth Bdc's dividend payout is not stable, having dropped more than 10% five times in the last 10 years. Triplepoint Venture Growth Bdc's dividend has not shown consistent growth over the last 10 years.

Triplepoint Venture Growth Bdc's dividend payout ratio of 116.5% 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 -0.04% in the last day, and up 0.58% 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. Great Elm Capital (NASDAQ:GECC)


Great Elm Capital (NASDAQ:GECC) 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.

Great Elm Capital has a valuation score of 43, which is 4 points higher than the asset management industry average of 39. It passed 3 out of 7 valuation due diligence checks.

Great Elm Capital's stock has dropped -27.83% in the past year. It has underperformed other stocks in the asset management industry by -31 percentage points.

2. Virtus Investment Partners (NYSE:VRTS)


Virtus Investment Partners (NYSE:VRTS) is the second 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 32 points higher than the asset management industry average of 39. It passed 5 out of 7 valuation due diligence checks.

Virtus Investment Partners's stock has dropped -11.85% in the past year. It has underperformed other stocks in the asset management industry by -15 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 47 points higher than the asset management industry average of 39. It passed 6 out of 7 valuation due diligence checks.

Diamond Hill Investment Group's stock has dropped -12.2% in the past year. It has underperformed other stocks in the asset management industry by -15 percentage points.

Are asset management stocks a good buy now?

31.88% of asset management stocks rated by analysts are a buy right now. On average, analysts expect asset management stocks to rise by 10.51% over the next year.

2.44% of asset management stocks have a Zen Rating of A (Strong Buy), 3.66% of asset management stocks are rated B (Buy), 82.93% are rated C (Hold), 9.76% 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 46.28x.
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.