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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	Market Cap	ROE	ROA	ROCE	ROIC	D/E	Current Ratio	Gross Margin	Profit Margin	Operating Margin
AMG	AFFILIATED MANAGERS GROUP INC	$7.94B	22.00%	8.00%	N/A	16.90%	1.48	N/A	100.00%	34.50%	54.73%
AAMI	ACADIAN ASSET MANAGEMENT INC	$2.41B	85.40%	11.50%	N/A	15.40%	7.06	N/A	100.00%	14.20%	24.53%
BEN	FRANKLIN RESOURCES INC	$15.43B	6.00%	2.20%	N/A	3.50%	1.61	N/A	100.00%	8.10%	12.79%
WT	WISDOMTREE INC	$2.45B	26.50%	8.60%	14.03%	24.30%	2.66	1.75	100.00%	22.10%	34.96%
SII	SPROTT INC	$3.37B	19.50%	14.80%	21.39%	77.80%	0.43	1.93	41.00%	23.60%	32.12%
GCMG	GCM GROSVENOR INC	$2.24B	-863.70%	6.70%	N/A	8.40%	25.43	N/A	100.00%	8.10%	14.54%
NOAH	NOAH HOLDINGS LTD	$716.78M	5.60%	4.80%	8.31%	13.60%	0.18	4.46	53.40%	21.40%	32.82%
VCTR	VICTORY CAPITAL HOLDINGS INC	$5.01B	12.80%	7.10%	N/A	38.10%	0.75	N/A	54.40%	20.70%	37.75%
CSWC	CAPITAL SOUTHWEST CORP	$1.45B	11.00%	5.20%	N/A	3.90%	1.13	N/A	100.00%	45.50%	50.70%
SEIC	SEI INVESTMENTS CO	$10.98B	30.60%	24.60%	31.55%	66.70%	0.21	4.52	100.00%	31.20%	39.99%
NTRS	NORTHERN TRUST CORP	$29.84B	14.10%	1.10%	N/A	1.90%	12.44	N/A	100.00%	21.90%	30.12%
HTGC	HERCULES CAPITAL INC	$3.02B	15.90%	7.90%	N/A	6.80%	1.07	N/A	100.00%	63.80%	82.20%
AMP	AMERIPRISE FINANCIAL INC	$42.73B	58.10%	1.90%	N/A	2.70%	28.15	N/A	48.40%	19.30%	26.14%
CCAP	CRESCENT CAPITAL BDC INC	$513.23M	4.80%	2.10%	N/A	1.40%	1.30	N/A	45.10%	20.60%	21.63%
BCIC	BCP INVESTMENT CORP	$99.34M	5.90%	2.30%	N/A	4.30%	1.50	N/A	84.70%	18.80%	52.48%
FHI	FEDERATED HERMES INC	$4.10B	33.50%	18.10%	28.71%	79.10%	0.73	3.28	100.00%	21.20%	29.44%
HLNE	HAMILTON LANE INC	$5.08B	29.40%	12.20%	N/A	16.60%	0.96	N/A	100.00%	30.60%	42.34%
RPC	RIDGEPOST CAPITAL INC	$879.33M	5.70%	2.10%	N/A	9.00%	1.49	N/A	100.00%	6.60%	18.93%
CION	CION INVESTMENT CORP	$394.38M	-2.80%	-1.10%	N/A	2.30%	1.62	N/A	78.80%	-8.60%	28.99%
WHF	WHITEHORSE FINANCE INC	$168.76M	5.30%	2.20%	N/A	1.50%	1.37	N/A	44.20%	19.70%	19.73%
APAM	ARTISAN PARTNERS ASSET MANAGEMENT INC	$2.62B	71.30%	19.00%	N/A	27.00%	2.38	N/A	100.00%	23.50%	33.19%
CG	CARLYLE GROUP INC	$18.05B	14.20%	3.10%	N/A	3.30%	3.83	N/A	53.80%	16.90%	24.00%
NCDL	NUVEEN CHURCHILL DIRECT LENDING CORP	$730.43M	7.40%	3.10%	N/A	2.10%	1.35	N/A	49.00%	31.60%	31.73%
PSEC	PROSPECT CAPITAL CORP	$1.31B	-11.70%	-5.30%	N/A	-1.10%	0.66	N/A	75.40%	-53.10%	-14.47%
VRTS	VIRTUS INVESTMENT PARTNERS INC	$933.89M	15.20%	3.60%	N/A	6.60%	3.48	N/A	100.00%	16.20%	41.28%
FDUS	FIDUS INVESTMENT CORP	$728.34M	11.70%	6.30%	N/A	6.50%	0.92	N/A	73.60%	52.90%	74.59%
IVZ	INVESCO LTD	$11.55B	-8.50%	-4.20%	N/A	-3.60%	1.15	N/A	100.00%	-18.40%	-13.30%
ALTI	ALTI GLOBAL INC	$528.86M	-18.70%	-10.00%	N/A	-26.80%	0.50	N/A	25.60%	-46.90%	-39.52%
PAX	PATRIA INVESTMENTS LTD	$2.02B	16.70%	6.30%	11.58%	48.10%	1.49	1.02	46.40%	22.40%	33.30%
CNS	COHEN & STEERS INC	$3.51B	28.30%	19.00%	N/A	24.90%	0.33	N/A	86.90%	27.50%	36.90%
STEP	STEPSTONE GROUP INC	$6.43B	N/A	-11.00%	N/A	-16.00%	-12.47	N/A	-46.40%	-30.70%	-37.77%
BLK	BLACKROCK INC	$163.67B	10.60%	3.60%	N/A	7.60%	1.94	N/A	46.70%	22.90%	32.39%
STT	STATE STREET CORP	$40.98B	10.20%	0.80%	N/A	1.30%	13.14	N/A	100.00%	19.50%	25.17%
VINP	VINCI COMPASS INVESTMENTS LTD	$707.21M	11.40%	6.10%	10.90%	13.00%	1.00	5.13	100.00%	22.30%	40.37%
HRZN	HORIZON TECHNOLOGY FINANCE CORP	$199.82M	-0.90%	-0.30%	N/A	2.70%	1.55	N/A	87.80%	-2.80%	32.50%
AB	ALLIANCEBERNSTEIN HOLDING LP	$3.68B	22.00%	22.00%	N/A	24.20%	0.00	N/A	100.00%	90.90%	100.00%
TROW	PRICE T ROWE GROUP INC	$22.09B	19.50%	14.50%	N/A	32.20%	0.23	N/A	56.10%	28.30%	37.10%
GECC	GREAT ELM CAPITAL CORP	$76.82M	-26.40%	-9.10%	N/A	-2.60%	1.63	N/A	89.10%	-70.10%	-30.99%
BN	BROOKFIELD CORP	$111.40B	2.80%	0.30%	N/A	2.90%	7.37	N/A	24.10%	1.70%	26.02%
OWL	BLUE OWL CAPITAL INC	$15.78B	3.90%	0.70%	N/A	4.10%	3.16	N/A	53.90%	3.00%	10.58%
CGBD	CARLYLE SECURED LENDING INC	$850.95M	5.80%	2.60%	N/A	4.10%	1.39	N/A	78.20%	27.10%	61.85%
PSBD	PALMER SQUARE CAPITAL BDC INC	$348.18M	-11.50%	-4.40%	N/A	-0.30%	1.63	N/A	86.70%	-45.50%	-5.29%
GSBD	GOLDMAN SACHS BDC INC	$1.13B	8.00%	3.50%	N/A	4.50%	1.38	N/A	83.70%	32.60%	64.24%
PNNT	PENNANTPARK INVESTMENT CORP	$314.73M	5.40%	2.00%	N/A	3.60%	1.83	N/A	80.20%	22.20%	59.11%
BCSF	BAIN CAPITAL SPECIALTY FINANCE INC	$917.89M	8.70%	3.70%	N/A	4.50%	1.38	N/A	79.80%	36.10%	67.01%
TRIN	TRINITY CAPITAL INC	$1.40B	14.10%	6.30%	N/A	6.60%	1.27	N/A	82.50%	46.20%	73.61%
TPVG	TRIPLEPOINT VENTURE GROWTH BDC CORP	$227.16M	14.00%	6.20%	N/A	6.40%	1.37	N/A	85.10%	54.10%	83.28%
BK	BANK OF NEW YORK MELLON CORP	$90.52B	12.90%	1.20%	N/A	2.00%	11.53	N/A	100.00%	27.60%	36.34%
KKR	KKR & CO INC	$92.12B	7.70%	0.60%	N/A	1.50%	10.63	N/A	44.90%	11.60%	32.86%
SAR	SARATOGA INVESTMENT CORP	$386.64M	9.60%	3.20%	N/A	5.00%	1.90	N/A	78.80%	30.60%	70.18%
SLRC	SLR INVESTMENT CORP	$869.60M	9.30%	3.60%	N/A	4.90%	1.58	N/A	75.80%	42.30%	73.41%
SAMG	SILVERCREST ASSET MANAGEMENT GROUP INC	$154.97M	7.70%	3.10%	N/A	12.20%	1.63	N/A	100.00%	3.90%	6.39%
GLAD	GLADSTONE CAPITAL CORP	$437.40M	7.50%	4.20%	N/A	4.80%	0.87	N/A	80.60%	38.90%	62.00%
PFG	PRINCIPAL FINANCIAL GROUP INC	$21.48B	13.40%	0.50%	N/A	0.60%	27.11	N/A	47.20%	10.10%	11.81%
BAM	BROOKFIELD ASSET MANAGEMENT LTD	$77.98B	29.60%	15.40%	N/A	15.30%	0.83	N/A	68.50%	51.60%	54.95%
GAIN	GLADSTONE INVESTMENT CORPORATION	$670.20M	22.70%	10.80%	N/A	9.60%	1.08	N/A	60.00%	118.60%	154.64%
MFIC	MIDCAP FINANCIAL INVESTMENT CORP	$1.12B	4.60%	1.90%	N/A	3.60%	1.54	N/A	87.90%	19.70%	59.29%
APO	APOLLO GLOBAL MANAGEMENT INC	$74.70B	16.20%	0.80%	N/A	1.20%	17.93	N/A	39.90%	10.60%	15.68%
PFLT	PENNANTPARK FLOATING RATE CAPITAL LTD	$910.82M	3.20%	1.30%	N/A	3.30%	1.61	N/A	81.10%	13.00%	50.42%
TSLX	SIXTH STREET SPECIALTY LENDING INC	$1.87B	10.60%	4.90%	N/A	5.90%	1.13	N/A	80.10%	38.00%	68.10%
BX	BLACKSTONE INC	$91.36B	36.20%	6.50%	N/A	8.60%	2.98	N/A	61.10%	20.90%	32.20%
BXSL	BLACKSTONE SECURED LENDING FUND	$5.74B	9.00%	4.00%	N/A	4.50%	1.35	N/A	81.20%	39.70%	67.90%
MAIN	MAIN STREET CAPITAL CORP	$5.02B	16.90%	9.20%	N/A	8.30%	0.90	N/A	100.00%	87.10%	111.47%
NMFC	NEW MOUNTAIN FINANCE CORP	$808.51M	-4.80%	-2.00%	N/A	1.40%	1.32	N/A	84.60%	-18.60%	20.16%
TPG	TPG INC	$17.31B	14.20%	1.20%	N/A	2.40%	8.46	N/A	31.50%	3.80%	7.78%
OFS	OFS CAPITAL CORP	$53.32M	-29.00%	-10.40%	N/A	-3.60%	1.89	N/A	81.50%	-95.20%	-53.06%
SCM	STELLUS CAPITAL INVESTMENT CORP	$282.81M	7.20%	2.60%	N/A	3.90%	1.81	N/A	78.20%	26.50%	62.24%
GBDC	GOLUB CAPITAL BDC INC	$3.56B	5.20%	2.30%	N/A	3.50%	1.28	N/A	81.00%	24.60%	56.93%
ARCC	ARES CAPITAL CORP	$13.77B	8.10%	3.80%	N/A	4.10%	1.18	N/A	76.60%	37.30%	59.16%
SSSS	SURO CAPITAL CORP	$350.35M	24.00%	17.60%	N/A	17.40%	0.34	N/A	100.00%	2,894.40%	3,184.82%
FSK	FS KKR CAPITAL CORP	$3.25B	0.20%	0.10%	N/A	2.20%	1.35	N/A	77.50%	0.70%	31.27%
TCPC	BLACKROCK TCP CAPITAL CORP	$370.21M	-12.40%	-4.90%	N/A	-0.80%	1.76	N/A	92.80%	-44.10%	-11.32%
BUR	BURFORD CAPITAL LTD	$1.15B	2.50%	1.00%	N/A	2.60%	1.44	N/A	100.00%	15.10%	54.54%
INV	INNVENTURE INC	$502.84M	-134.10%	-49.50%	-56.82%	-1,519.20%	0.57	1.09	-815.90%	-14,266.40%	-14,451.46%
ARES	ARES MANAGEMENT CORP	$26.50B	9.70%	1.50%	N/A	4.40%	4.66	N/A	100.00%	7.60%	26.66%
OXSQ	OXFORD SQUARE CAPITAL CORP	$182.38M	-24.70%	-12.30%	N/A	-6.60%	1.26	N/A	89.50%	-92.40%	-66.61%
MLCI	MOUNT LOGAN CAPITAL INC	$49.04M	-62.40%	-3.80%	N/A	-3.30%	16.60	N/A	41.80%	-113.60%	-91.68%
CRBG	COREBRIDGE FINANCIAL INC	$13.04B	-2.90%	-0.10%	N/A	0.00%	30.27	N/A	21.10%	-2.00%	0.19%
AURE	AURELION INC	$17.33M	-1,653.60%	-714.90%	7,832.22%	-1,569.20%	-1.11	0.10	100.00%	-1,273.00%	-1,279.33%
ALP	ALPHATON CAPITAL CORP	$1.47M	-271.20%	-89.50%	-164.61%	-332.40%	2.26	0.88	N/A	N/A	N/A
RMCO	ROYALTY MANAGEMENT HOLDING CORP	$43.48M	-5.20%	-4.30%	-4.82%	-5.60%	0.22	1.13	16.30%	-14.70%	-14.30%
PFX	PHENIXFIN CORP	$79.53M	-1.90%	-1.00%	N/A	1.60%	0.97	N/A	100.00%	-12.00%	28.40%
MAAS	MAASE INC	$150.90M	-20.40%	-5.10%	-7.72%	-7.90%	1.85	3.84	99.60%	-13.00%	-14.29%
TGE	GENERATION ESSENTIALS GROUP	$50.40M	-2.10%	-1.00%	0.16%	0.30%	0.86	1.67	79.70%	-7.90%	2.14%
MGLD	MARYGOLD COMPANIES INC	$48.38M	-14.70%	-11.40%	-14.18%	-18.00%	0.23	3.90	73.40%	-11.90%	-11.47%
EQS	EQUUS TOTAL RETURN INC	$15.64M	-50.90%	-44.90%	N/A	-40.70%	0.29	N/A	-78.80%	-1,031.60%	-980.12%
JHG	JANUS HENDERSON GROUP PLC	$7.96B	16.90%	10.70%	14.72%	53.10%	0.42	4.18	100.00%	26.30%	35.06%
RAND	RAND CAPITAL CORP	$32.91M	-14.10%	-13.80%	N/A	-15.00%	0.02	N/A	108.50%	-124.20%	-121.74%
HNNA	HENNESSY ADVISORS INC	$78.29M	9.30%	5.70%	12.61%	46.70%	0.61	1.75	55.00%	26.50%	42.84%
BCG	BINAH CAPITAL GROUP INC	$33.43M	13.20%	3.40%	N/A	10.30%	2.84	N/A	20.20%	1.20%	2.53%
BENF	BENEFICIENT	$48.90M	N/A	-14.80%	N/A	-7.80%	-2.09	N/A	100.00%	179.10%	119.22%
WHG	WESTWOOD HOLDINGS GROUP INC	$147.73M	6.00%	4.80%	N/A	11.80%	0.20	N/A	100.00%	7.40%	9.95%
GROW	U S GLOBAL INVESTORS INC	$33.26M	0.20%	0.20%	3.98%	8.90%	0.07	19.42	100.00%	1.10%	20.40%
WTF	WATON FINANCIAL LTD	$177.51M	-102.70%	-42.80%	-67.18%	-1,694.00%	1.49	1.57	62.70%	-197.10%	-191.12%
GEG	GREAT ELM GROUP INC	$67.45M	-21.30%	-9.40%	-7.64%	-6.70%	1.36	10.32	31.00%	-60.60%	-41.81%
PS	PERSHING SQUARE INC	N/A	N/A	N/A	N/A	N/A	0.61	N/A	29.60%	32.80%	35.98%
AMTD	AMTD IDEA GROUP	$96.86M	3.00%	1.90%	2.61%	2.60%	0.28	8.83	59.20%	40.90%	55.08%
CWD	CALIBERCOS INC	$5.64M	N/A	-22.90%	N/A	-9.90%	81.89	N/A	-1.80%	-108.50%	-75.07%
ICMB	INVESTCORP CREDIT MANAGEMENT BDC INC	$26.12M	-12.30%	-4.30%	N/A	-0.20%	2.08	N/A	83.00%	-50.90%	-4.57%
BVC	BITVENTURES LTD	$82.67M	-87.40%	-40.30%	-55.22%	470.90%	0.02	62.56	N/A	N/A	N/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.

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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
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1. Virtus Investment Partners (NYSE:VRTS)

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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.