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 +28.50% 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 98th ranked industry out of 145 stock market industries
Learn how the Zen Ratings work
Ticker
Company
Market Cap
Price
Price Target
Upside/Downside
Top Analysts Upside/Downside
Consensus
Top Analysts Consensus
Analysts
Top Analysts
Fore. Revenue Growth
Fore. Earnings Growth
Forecast ROE
Forecast ROA
GROW
U S GLOBAL INVESTORS INC
$33.08M$2.69N/AN/AN/AN/AN/AN/AN/AN/A
PFX
PHENIXFIN CORP
$84.00M$43.50N/AN/AN/AN/A-6.90%5.44%3.11%1.58%
CRBG
COREBRIDGE FINANCIAL INC
$15.89B$36.24$39.759.69%Strong Buy123.70%14.14%53.50%0.89%
TWAV
TAOWEAVE INC
$5.08M$1.31N/AN/AN/AN/AN/AN/AN/AN/A
WTF
WATON FINANCIAL LTD
$95.51M$1.98N/AN/AN/AN/AN/AN/AN/AN/A
MFIC
MIDCAP FINANCIAL INVESTMENT CORP
$850.91M$10.33$10.30-0.29%Hold6-10.63%N/A8.77%3.38%
INV
INNVENTURE INC
$18.28M$0.22N/AN/AN/AN/A24.07%N/A-41.99%-15.54%
ICMB
INVESTCORP CREDIT MANAGEMENT BDC INC
$9.51M$0.66N/AN/AN/AN/A23.21%N/A4.15%1.28%
AMTD
AMTD IDEA GROUP
$22.62M$13.13N/AN/AN/AN/AN/AN/AN/AN/A

Asset Management Stocks FAQ

What are the best asset management stocks to buy right now in Nov 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. Acadian Asset Management (NYSE:AAMI)


Acadian Asset Management (NYSE:AAMI) is the #1 top asset management stock out of 109 with a Zen Rating of A. Stocks with a rating of A have had an average return of +28.5% per year. Learn more.

The Component Grade breakdown for Acadian Asset Management (NYSE:AAMI) is: Value: C, Growth: B, Momentum: B, Sentiment: C, Safety: C, Financials: A, and AI: C.

Acadian Asset Management (NYSE:AAMI) has a Due Diligence Score of 39, which is 7 points higher than the asset management industry average of 32.

AAMI passed 16 out of 38 due diligence checks and has average fundamentals. Acadian Asset Management has seen its stock return 112.23% over the past year, overperforming other asset management stocks by 109 percentage points.

Acadian Asset Management has an average 1 year price target of $95.67, an upside of 4.42% from Acadian Asset Management's current stock price of $91.62.

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.

2. Affiliated Managers Group (NYSE:AMG)


Affiliated Managers Group (NYSE:AMG) is the #2 top asset management stock out of 109 with a Zen Rating of B. Stocks with a rating of B have had an average return of +17.17% 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: B.

Affiliated Managers Group (NYSE:AMG) has a Due Diligence Score of 42, which is 10 points higher than the asset management industry average of 32.

AMG passed 17 out of 38 due diligence checks and has strong fundamentals. Affiliated Managers Group has seen its stock return 44.96% over the past year, overperforming other asset management stocks by 41 percentage points.

Affiliated Managers Group has an average 1 year price target of $523.00, an upside of 43.49% from Affiliated Managers Group's current stock price of $364.49.

Affiliated Managers Group stock has a consensus Strong Buy recommendation according to Wall Street analysts. Of the 1 analyst covering Affiliated Managers Group, 100% have issued a Strong Buy rating, 0% have issued a Buy, 0% have issued a hold, while 0% have issued a Sell rating, and 0% have issued a Strong Sell.

3. Westwood Holdings Group (NYSE:WHG)


Westwood Holdings Group (NYSE:WHG) is the #3 top asset management stock out of 109 with a Zen Rating of B. Stocks with a rating of B have had an average return of +17.17% per year. Learn more.

The Component Grade breakdown for Westwood Holdings Group (NYSE:WHG) is: Value: C, Growth: C, Momentum: C, Sentiment: C, Safety: B, Financials: C, and AI: C.

Westwood Holdings Group (NYSE:WHG) has a Due Diligence Score of 34, which is 2 points higher than the asset management industry average of 32.

WHG passed 12 out of 38 due diligence checks and has average fundamentals. Westwood Holdings Group has seen its stock return 15.83% over the past year, overperforming other asset management stocks by 12 percentage points.

What are the asset management stocks with highest dividends?

Out of 83 asset management stocks that have issued dividends in the past year, the 3 asset management stocks with the highest dividend yields are:

1. Oxford Square Capital (NASDAQ:OXSQ)


Oxford Square Capital (NASDAQ:OXSQ) has an annual dividend yield of 47.19%, which is 38 percentage points higher than the asset management industry average of 9.22%. Oxford Square Capital's dividend payout is not stable, having dropped more than 10% four times in the last 10 years. Oxford Square Capital's dividend has not shown consistent growth over the last 10 years.

Oxford Square Capital's dividend payout ratio of -93.3% indicates that its high dividend yield might not be sustainable for the long-term.

2. Prospect Capital (NASDAQ:PSEC)


Prospect Capital (NASDAQ:PSEC) has an annual dividend yield of 33.33%, which is 24 percentage points higher than the asset management industry average of 9.22%. Prospect Capital's dividend payout is not stable, having dropped more than 10% three 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 850% indicates that its high dividend yield might not be sustainable for the long-term.

3. Pennantpark Investment (NYSE:PNNT)


Pennantpark Investment (NYSE:PNNT) has an annual dividend yield of 28.48%, which is 19 percentage points higher than the asset management industry average of 9.22%. Pennantpark Investment's dividend payout is not stable, having dropped more than 10% four times in the last 10 years. Pennantpark Investment's dividend has not shown consistent growth over the last 10 years.

Pennantpark Investment's dividend payout ratio of 613.3% 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 4.09% in the last day, and up 4.43% over the last week. Pershing Square was the among the top gainers in the asset management industry, gaining 13.2% yesterday.

Shares of financial services companies are trading higher as Treasury yields decline following midterm election results that saw Democrats win control of both chambers of Congress. Declining yields are easing concerns over financing costs and supporting expectations for improved capital markets activity, dealmaking and consumer spending, boosting investor sentiment across the sector.

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 37 points higher than the asset management industry average of 34. It passed 5 out of 7 valuation due diligence checks.

Virtus Investment Partners's stock has dropped -19.38% in the past year. It has underperformed other stocks in the asset management industry by -23 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 A. 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 9 points higher than the asset management industry average of 34. It passed 3 out of 7 valuation due diligence checks.

Triplepoint Venture Growth Bdc's stock has dropped -14.47% in the past year. It has underperformed other stocks in the asset management industry by -18 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 71, which is 37 points higher than the asset management industry average of 34. It passed 5 out of 7 valuation due diligence checks.

Noah Holdings's stock has dropped -36.14% in the past year. It has underperformed other stocks in the asset management industry by -40 percentage points.

Are asset management stocks a good buy now?

36.36% of asset management stocks rated by analysts are a hold right now. On average, analysts expect asset management stocks to rise by 13.81% over the next year.

1.14% of asset management stocks have a Zen Rating of A (Strong Buy), 3.41% of asset management stocks are rated B (Buy), 80.68% are rated C (Hold), 12.5% are rated D (Sell), and 2.27% 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 28.86x.
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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.