Sectors & Industries Financial 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

Overview Zen Rating Price Value Growth Financials Momentum

Sentiment Forecast Dividends Due Diligence

Asset Management is Zen Rated D and is the 115th ranked industry out of 145 stock market industries

Ticker	Company	Price	Volume	Vol 1d %	SMA 10	SMA 20	SMA 50	SMA 100	SMA 200	RSI	Stochastic %K	Stochastic %D	StochRSI %K	StochRSI %D	MACD	MACD Signal	MACD Histogram	Beta
AMG	AFFILIATED MANAGERS GROUP INC	$297.53	373,000	-24.19%	293.05	292.49	287.74	295.58	266.22	55.81	57.85	56.42	42.68	34.59	2.14	2.05	0.10	1.26
AAMI	ACADIAN ASSET MANAGEMENT INC	$67.55	419,000	-19.42%	66.87	65.16	57.85	54.48	50.12	63.62	60.28	58.78	16.83	11.86	2.82	3.17	-0.35	1.12
BEN	FRANKLIN RESOURCES INC	$29.70	4,342,000	-27.23%	28.47	27.18	25.82	25.65	24.70	72.71	89.16	90.70	90.01	95.48	1.26	0.94	0.32	1.23
WT	WISDOMTREE INC	$17.28	3,107,000	-18.45%	16.84	16.69	15.96	15.14	13.99	57.39	38.56	33.94	28.00	19.52	0.37	0.40	-0.03	1.04
SII	SPROTT INC	$130.61	191,000	15.76%	129.89	137.57	145.20	128.91	103.17	42.29	23.91	18.72	31.97	20.76	-3.80	-3.02	-0.78	0.86
GCMG	GCM GROSVENOR INC	$11.06	315,000	-7.08%	10.86	10.58	10.61	11.00	11.50	61.21	83.08	80.50	81.18	76.63	0.17	0.12	0.05	0.69
NOAH	NOAH HOLDINGS LTD	$10.69	42,400	28.48%	10.39	10.24	10.84	10.94	11.26	55.13	80.06	70.14	81.92	74.67	-0.03	-0.14	0.10	1.17
VCTR	VICTORY CAPITAL HOLDINGS INC	$78.16	429,000	24.35%	76.05	73.04	70.27	69.22	67.94	68.70	91.55	91.87	83.80	85.73	2.47	1.96	0.51	1.24
CSWC	CAPITAL SOUTHWEST CORP	$24.10	694,000	-53.76%	23.71	23.54	22.67	22.69	22.26	63.75	66.24	61.84	40.52	28.45	0.37	0.36	0.00	0.69
SEIC	SEI INVESTMENTS CO	$91.27	734,000	-3.04%	89.34	83.96	81.17	82.70	83.85	70.46	85.75	86.76	69.40	73.53	3.34	2.50	0.84	0.93
NTRS	NORTHERN TRUST CORP	$161.24	690,000	-14.71%	166.06	160.18	148.01	146.26	137.59	56.54	52.39	61.15	2.69	3.69	5.32	5.76	-0.44	1.10
HTGC	HERCULES CAPITAL INC	$16.44	2,023,000	-12.69%	15.78	15.57	14.96	16.52	17.54	66.27	95.94	83.91	90.18	65.55	0.30	0.22	0.08	0.80
AMP	AMERIPRISE FINANCIAL INC	$468.59	415,000	-22.57%	469.25	461.69	455.64	478.20	483.31	55.00	54.69	64.19	41.54	62.33	5.19	3.97	1.22	1.20
CCAP	CRESCENT CAPITAL BDC INC	$13.90	172,000	-1.71%	13.49	13.21	13.00	13.71	14.15	65.82	90.20	86.37	92.59	82.94	0.22	0.14	0.08	0.51
BCIC	BCP INVESTMENT CORP	$8.02	57,000	-50.43%	7.88	7.90	8.57	10.37	11.27	48.47	39.18	28.31	87.12	63.94	-0.14	-0.22	0.08	0.30
FHI	FEDERATED HERMES INC	$54.00	1,263,000	-18.99%	56.26	56.61	56.53	54.91	52.96	39.72	38.78	46.80	29.24	42.11	-0.28	0.02	-0.31	0.76
HLNE	HAMILTON LANE INC	$91.12	717,000	-23.07%	95.46	97.95	99.96	118.82	128.24	39.13	22.07	18.43	25.77	18.77	-2.95	-2.10	-0.85	1.34
RPC	RIDGEPOST CAPITAL INC	$8.03	230,000	-38.34%	7.83	7.64	7.60	8.88	10.03	58.56	83.83	80.78	91.78	83.59	0.10	0.03	0.06	1.01
CION	CION INVESTMENT CORP	$7.81	638,000	78.71%	7.62	7.46	7.40	8.40	9.14	59.61	88.66	85.11	80.19	81.40	0.13	0.06	0.06	0.79
WHF	WHITEHORSE FINANCE INC	$7.59	37,500	-44.03%	7.57	7.58	7.27	7.09	7.45	54.85	53.07	46.56	48.91	47.11	0.09	0.10	-0.02	0.38
APAM	ARTISAN PARTNERS ASSET MANAGEMENT INC	$36.85	718,000	-22.88%	37.67	37.37	37.35	40.15	42.36	45.62	49.31	48.51	34.42	31.16	0.00	0.02	-0.01	1.25
CG	CARLYLE GROUP INC	$49.97	3,176,000	11.28%	49.35	49.65	49.01	54.50	57.25	52.44	43.96	36.24	45.94	31.38	0.01	0.03	-0.03	1.69
NCDL	NUVEEN CHURCHILL DIRECT LENDING CORP	$14.79	110,000	-41.49%	14.34	14.11	13.54	13.66	14.36	65.73	86.01	79.29	63.08	47.50	0.32	0.27	0.05	0.47
PSEC	PROSPECT CAPITAL CORP	$2.72	4,252,000	-34.30%	2.73	2.72	2.68	2.70	2.76	51.18	40.59	41.58	31.85	24.36	0.02	0.02	0.00	0.78
VRTS	VIRTUS INVESTMENT PARTNERS INC	$139.48	176,000	-3.30%	142.02	140.27	136.05	148.33	165.94	50.22	61.67	69.18	37.09	53.18	1.64	1.88	-0.25	1.34
FDUS	FIDUS INVESTMENT CORP	$19.19	177,000	-13.24%	18.71	18.50	18.11	18.74	19.66	63.22	91.97	85.20	86.02	66.58	0.27	0.19	0.07	0.54
IVZ	INVESCO LTD	$26.04	3,133,000	13.23%	25.65	24.91	24.55	25.92	24.27	60.75	85.04	82.94	85.35	88.50	0.46	0.32	0.15	1.50
ALTI	ALTI GLOBAL INC	$3.51	162,000	-2.99%	3.67	3.74	3.85	4.21	4.12	40.80	40.63	32.74	46.00	33.96	-0.07	-0.05	-0.02	0.53
PAX	PATRIA INVESTMENTS LTD	$12.68	586,000	33.18%	12.84	12.77	12.39	14.05	14.18	49.81	36.71	36.34	26.99	20.35	0.07	0.11	-0.03	0.99
CNS	COHEN & STEERS INC	$68.27	134,000	-57.86%	68.48	66.76	65.18	65.07	67.18	56.46	77.96	82.05	57.00	66.14	1.33	1.15	0.18	1.06
STEP	STEPSTONE GROUP INC	$54.00	678,000	-9.84%	53.08	52.00	48.47	57.40	59.75	57.62	51.48	51.26	39.46	35.05	0.99	1.03	-0.04	1.48
BLK	BLACKROCK INC	$1,052.25	400,000	-14.89%	1,052.93	1,037.13	1,008.98	1,050.84	1,081.60	56.39	73.75	73.72	38.00	33.66	15.94	14.76	1.18	1.21
STT	STATE STREET CORP	$148.08	1,177,000	3.88%	151.81	146.35	133.65	131.84	123.11	59.20	67.38	73.49	6.01	7.49	5.57	5.97	-0.40	1.17
VINP	VINCI COMPASS INVESTMENTS LTD	$10.81	52,000	63.52%	11.07	10.95	10.94	11.87	11.32	46.75	44.14	45.41	17.76	18.73	0.04	0.04	-0.01	0.87
HRZN	HORIZON TECHNOLOGY FINANCE CORP	$4.18	774,000	3.06%	4.06	4.29	4.54	5.56	6.16	45.18	38.77	29.60	61.64	44.88	-0.15	-0.17	0.02	0.65
AB	ALLIANCEBERNSTEIN HOLDING LP	$39.42	296,000	12.98%	39.02	38.76	38.33	39.18	39.46	57.18	72.59	73.33	80.36	83.30	0.31	0.21	0.10	0.94
TROW	PRICE T ROWE GROUP INC	$103.08	1,744,000	-22.56%	100.99	97.59	93.29	97.97	101.23	72.74	92.52	91.92	91.85	87.64	2.90	2.38	0.53	1.35
GECC	GREAT ELM CAPITAL CORP	$5.53	58,000	74.17%	5.50	5.37	5.42	6.19	7.84	55.26	68.34	67.97	81.86	79.90	0.05	0.01	0.03	0.23
BN	BROOKFIELD CORP	$44.98	4,151,000	-27.53%	45.10	44.66	42.51	44.55	44.81	55.74	49.23	44.11	38.01	25.79	0.74	0.87	-0.13	1.38
OWL	BLUE OWL CAPITAL INC	$10.12	36,466,000	-27.91%	9.49	9.26	9.42	11.98	14.66	60.91	76.69	62.62	92.68	75.26	0.07	-0.05	0.12	1.50
CGBD	CARLYLE SECURED LENDING INC	$12.04	478,000	-39.19%	11.67	11.50	11.26	11.87	12.45	61.91	90.40	79.87	77.51	62.79	0.16	0.11	0.05	0.59
PSBD	PALMER SQUARE CAPITAL BDC INC	$11.16	113,000	1.80%	10.85	10.67	10.59	11.21	12.12	62.50	81.35	76.97	87.32	75.43	0.14	0.08	0.06	0.47
GSBD	GOLDMAN SACHS BDC INC	$10.04	1,561,000	-30.09%	9.74	9.55	9.31	9.37	9.98	65.94	90.35	91.00	89.86	85.19	0.19	0.15	0.05	0.58
PNNT	PENNANTPARK INVESTMENT CORP	$4.82	457,000	-10.39%	4.64	4.61	4.70	5.25	6.00	59.23	85.14	72.12	95.43	81.65	0.01	-0.03	0.04	0.67
BCSF	BAIN CAPITAL SPECIALTY FINANCE INC	$14.15	524,000	23.58%	13.47	13.21	12.79	13.25	13.92	72.01	96.30	88.91	96.21	80.03	0.30	0.22	0.09	0.61
TRIN	TRINITY CAPITAL INC	$16.81	981,000	-6.03%	16.16	15.82	15.18	15.45	15.38	71.88	95.11	92.79	80.40	67.81	0.41	0.31	0.09	0.64
TPVG	TRIPLEPOINT VENTURE GROWTH BDC CORP	$5.61	312,000	36.84%	5.34	5.31	5.20	5.72	5.96	60.71	75.28	59.23	62.09	46.37	0.08	0.05	0.03	0.75
BK	BANK OF NEW YORK MELLON CORP	$131.88	1,777,000	-31.68%	134.36	132.46	123.42	121.36	113.77	56.14	44.24	50.66	10.11	8.95	3.03	3.68	-0.65	0.93
KKR	KKR & CO INC	$103.33	4,099,000	0.91%	102.66	100.37	94.50	108.40	120.43	58.48	66.36	65.88	44.54	41.70	2.29	2.23	0.06	1.68
SAR	SARATOGA INVESTMENT CORP	$23.89	273,000	121.95%	22.94	22.78	22.64	22.95	23.36	63.86	91.61	76.19	95.95	74.20	0.24	0.13	0.11	0.58
SLRC	SLR INVESTMENT CORP	$15.94	572,000	7.72%	15.68	15.58	14.89	15.08	15.40	61.27	57.95	56.91	30.35	23.54	0.28	0.29	-0.01	0.61
SAMG	SILVERCREST ASSET MANAGEMENT GROUP INC	$13.14	34,300	20.35%	13.33	13.36	13.90	14.56	14.94	41.78	17.62	26.37	4.23	18.61	-0.16	-0.15	-0.00	0.75
GLAD	GLADSTONE CAPITAL CORP	$19.36	155,000	-19.27%	18.73	18.61	18.17	19.25	21.16	61.13	84.49	72.71	76.83	59.23	0.24	0.18	0.07	0.72
PFG	PRINCIPAL FINANCIAL GROUP INC	$99.46	1,100,000	2.71%	99.04	96.42	92.67	92.07	86.63	64.25	85.14	87.34	78.09	89.70	2.52	2.20	0.32	1.04
BAM	BROOKFIELD ASSET MANAGEMENT LTD	$47.60	2,006,000	-28.00%	47.52	47.20	45.93	49.09	53.11	54.41	49.16	44.84	44.64	31.08	0.48	0.50	-0.03	1.31
GAIN	GLADSTONE INVESTMENT CORPORATION	$16.83	313,000	-11.83%	16.41	15.78	14.72	14.31	14.13	77.55	91.22	84.47	71.31	66.74	0.60	0.54	0.06	0.69
MFIC	MIDCAP FINANCIAL INVESTMENT CORP	$12.12	746,000	21.10%	11.60	11.66	11.09	11.26	11.80	66.44	90.17	67.52	80.14	58.08	0.17	0.15	0.02	0.76
APO	APOLLO GLOBAL MANAGEMENT INC	$129.19	3,333,000	-14.67%	126.29	120.23	113.61	126.46	130.45	65.45	86.30	82.92	64.35	65.60	4.25	3.51	0.74	1.49
PFLT	PENNANTPARK FLOATING RATE CAPITAL LTD	$9.18	1,243,000	-8.74%	8.81	8.70	8.37	8.82	9.22	68.19	91.24	84.72	85.23	61.08	0.17	0.13	0.04	0.64
TSLX	SIXTH STREET SPECIALTY LENDING INC	$19.76	451,000	17.75%	19.09	18.84	18.38	19.88	21.40	65.32	93.64	84.93	98.13	81.64	0.28	0.18	0.10	0.56
BX	BLACKSTONE INC	$123.09	4,346,000	-10.89%	123.90	123.28	116.29	132.06	147.58	52.42	47.57	46.47	36.09	27.60	1.78	2.06	-0.28	1.66
BXSL	BLACKSTONE SECURED LENDING FUND	$24.72	1,627,000	-51.94%	24.16	24.05	24.02	25.12	26.67	57.03	80.75	72.80	93.54	80.20	0.14	0.04	0.10	0.49
MAIN	MAIN STREET CAPITAL CORP	$55.76	443,000	9.93%	54.69	54.66	55.19	58.37	60.15	53.86	56.90	48.62	57.44	48.88	0.08	-0.19	0.27	0.76
NMFC	NEW MOUNTAIN FINANCE CORP	$8.56	629,000	8.82%	8.33	8.26	8.02	8.48	9.19	62.31	88.90	84.81	84.55	75.10	0.13	0.10	0.03	0.52
TPG	TPG INC	$45.03	3,266,000	-31.27%	43.82	42.51	41.89	51.45	54.97	59.73	65.30	61.18	60.97	53.89	0.58	0.34	0.24	1.49
OFS	OFS CAPITAL CORP	$3.98	36,000	-74.83%	3.94	3.93	3.72	4.23	5.75	54.34	49.57	54.25	27.73	36.51	0.08	0.08	-0.00	0.50
SCM	STELLUS CAPITAL INVESTMENT CORP	$9.77	113,000	29.89%	9.69	9.65	9.57	11.03	12.15	53.15	49.39	48.82	50.85	40.73	0.03	0.00	0.03	0.52
GBDC	GOLUB CAPITAL BDC INC	$13.68	2,002,000	30.17%	13.42	13.24	12.71	13.04	13.67	62.50	88.97	85.36	68.95	59.02	0.26	0.23	0.03	0.52
ARCC	ARES CAPITAL CORP	$19.18	4,130,000	-28.35%	18.91	18.71	18.53	19.34	20.26	58.19	82.99	77.31	79.54	68.09	0.18	0.12	0.06	0.72
SSSS	SURO CAPITAL CORP	$13.80	253,000	-30.87%	13.30	12.99	11.13	10.28	9.67	69.45	87.42	83.63	67.98	46.91	0.70	0.74	-0.04	1.07
FSK	FS KKR CAPITAL CORP	$11.62	3,511,000	-24.10%	10.96	10.83	10.75	12.51	14.67	62.29	92.97	78.55	93.38	74.87	0.14	0.03	0.11	0.74
TCPC	BLACKROCK TCP CAPITAL CORP	$4.39	602,000	45.76%	4.24	4.14	3.95	4.67	5.56	63.08	77.48	70.88	59.46	49.31	0.11	0.08	0.03	0.66
BUR	BURFORD CAPITAL LTD	$5.26	5,094,000	97.90%	4.83	4.74	6.38	7.87	9.77	49.62	92.66	85.29	100.00	99.73	-0.32	-0.51	0.20	1.15
INV	INNVENTURE INC	$6.28	1,500,000	-27.22%	6.42	5.55	4.38	4.17	4.39	60.62	66.48	68.15	19.59	24.29	0.64	0.63	0.01	0.32
ARES	ARES MANAGEMENT CORP	$119.98	3,384,000	-17.60%	116.33	113.35	110.48	133.94	150.26	58.93	68.91	64.24	66.88	57.67	1.76	1.12	0.64	1.52
OXSQ	OXFORD SQUARE CAPITAL CORP	$1.95	2,440,000	114.79%	1.89	1.88	1.81	1.82	1.91	63.01	87.32	68.55	79.46	55.29	0.03	0.03	0.00	0.53
MLCI	MOUNT LOGAN CAPITAL INC	$4.38	55,300	335.43%	4.38	4.17	4.48	6.11	N/A	51.10	69.86	81.54	64.52	82.90	0.03	-0.06	0.09	1.05
CRBG	COREBRIDGE FINANCIAL INC	$27.07	10,686,000	99.25%	26.84	26.22	25.30	27.99	30.20	58.99	76.40	80.30	77.99	88.72	0.57	0.44	0.13	1.30
AURE	AURELION INC	$2.20	91,000	65.45%	2.37	2.45	2.20	2.62	3.91	42.19	4.94	4.01	0.00	0.00	0.01	0.05	-0.04	0.67
ALP	ALPHATON CAPITAL CORP	$0.26	5,613,000	222.40%	0.23	0.28	0.33	0.55	3.11	42.62	39.08	35.31	76.78	68.87	-0.03	-0.04	0.00	1.13
RMCO	ROYALTY MANAGEMENT HOLDING CORP	$2.87	15,300	325.00%	2.83	2.78	3.29	3.39	2.86	46.89	52.42	55.70	82.49	82.47	-0.10	-0.14	0.05	0.36
PFX	PHENIXFIN CORP	$39.80	300	-40.00%	40.15	40.69	41.32	42.57	44.58	42.62	31.80	37.94	65.80	77.36	-0.20	-0.24	0.04	0.16
MAAS	MAASE INC	$9.48	24,000	-57.14%	9.61	8.36	6.80	6.11	4.90	58.89	25.15	28.90	5.77	25.51	0.99	0.95	0.03	0.40
TGE	GENERATION ESSENTIALS GROUP	$1.04	34,400	191.53%	1.09	1.09	1.22	1.25	1.95	40.47	11.11	18.69	41.71	47.14	-0.04	-0.04	0.00	0.64
MGLD	MARYGOLD COMPANIES INC	$1.13	8,900	-68.99%	1.11	1.14	1.12	1.06	1.02	50.59	51.40	44.41	50.54	28.99	-0.01	-0.00	-0.01	0.16
EQS	EQUUS TOTAL RETURN INC	$1.12	57,000	850.00%	1.22	1.32	1.49	1.47	1.72	26.82	9.40	10.11	19.54	15.60	-0.11	-0.09	-0.02	0.02
JHG	JANUS HENDERSON GROUP PLC	$51.64	2,431,000	22.41%	51.57	51.56	51.33	49.48	46.56	58.73	77.34	77.58	92.97	76.89	0.13	0.17	-0.03	1.29
RAND	RAND CAPITAL CORP	$11.08	3,400	61.90%	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	0.13
HNNA	HENNESSY ADVISORS INC	$9.92	2,200	-54.17%	9.92	9.89	9.83	9.87	10.37	52.21	87.04	87.53	80.07	77.42	0.04	0.03	0.01	0.31
BCG	BINAH CAPITAL GROUP INC	$2.00	44,000	19.57%	1.93	1.98	2.05	2.23	2.09	49.81	31.71	31.56	72.19	57.56	-0.04	-0.05	0.00	0.24
BENF	BENEFICIENT	$3.44	21,500	49.31%	3.33	3.41	3.66	4.48	4.26	49.39	64.46	48.70	86.12	70.08	-0.08	-0.12	0.04	0.32
WHG	WESTWOOD HOLDINGS GROUP INC	$15.57	26,600	79.73%	16.33	16.39	16.21	16.98	16.99	41.26	23.87	45.83	11.10	36.40	-0.02	0.04	-0.07	0.52
GROW	U S GLOBAL INVESTORS INC	$2.65	7,400	-54.88%	2.64	2.61	2.89	2.81	2.66	47.91	38.80	32.98	67.99	61.37	-0.05	-0.07	0.02	0.73
WTF	WATON FINANCIAL LTD	$3.68	3,600	2.86%	3.66	3.73	3.81	3.64	4.34	49.85	44.44	33.08	38.51	27.34	-0.01	0.00	-0.01	0.87
GEG	GREAT ELM GROUP INC	$2.06	1,600	14.29%	2.06	2.06	2.01	2.17	2.32	52.03	28.77	31.26	5.03	5.21	0.02	0.02	-0.00	0.17
PS	PERSHING SQUARE INC	$34.21	2,202,000	4.06%	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	65.27
AMTD	AMTD IDEA GROUP	$1.01	26,000	-40.37%	1.03	1.02	1.01	1.02	1.04	47.47	43.89	47.96	38.48	40.63	0.00	0.01	-0.00	0.02
CWD	CALIBERCOS INC	$0.80	247,000	857.36%	1.06	1.09	1.19	1.29	2.37	31.19	13.33	15.15	13.50	12.87	-0.05	-0.04	-0.02	0.89
ICMB	INVESTCORP CREDIT MANAGEMENT BDC INC	$1.81	17,800	-47.95%	1.85	1.83	2.09	2.46	2.65	45.38	27.96	32.01	17.01	23.97	-0.05	-0.07	0.02	0.29
BVC	BITVENTURES LTD	$10.35	4,000	48.15%	10.54	10.58	9.20	9.48	10.01	52.18	48.34	50.03	6.29	8.87	0.27	0.40	-0.12	-0.04

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.

Sectors & Industries Financial 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.

Asset Management Stocks FAQ

1. Affiliated Managers Group (NYSE:AMG)

2. Acadian Asset Management (NYSE:AAMI)

3. Franklin Resources (NYSE:BEN)

1. Horizon Technology Finance (NASDAQ:HRZN)

2. Ofs Capital (NASDAQ:OFS)

3. Great Elm Capital (NASDAQ:GECC)

1. Virtus Investment Partners (NYSE:VRTS)

2. Triplepoint Venture Growth Bdc (NYSE:TPVG)

3. Bcp Investment (NASDAQ:BCIC)

Company

Stock Tools

Stock Ideas

Sectors & IndustriesFinancial ServicesAsset ManagementBest 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.

Asset Management Stocks FAQ

1. Affiliated Managers Group (NYSE:AMG)

2. Acadian Asset Management (NYSE:AAMI)

3. Franklin Resources (NYSE:BEN)

1. Horizon Technology Finance (NASDAQ:HRZN)

2. Ofs Capital (NASDAQ:OFS)

3. Great Elm Capital (NASDAQ:GECC)

1. Virtus Investment Partners (NYSE:VRTS)

2. Triplepoint Venture Growth Bdc (NYSE:TPVG)

3. Bcp Investment (NASDAQ:BCIC)

Company

Stock Tools

Stock Ideas

Sectors & Industries Financial 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.