Sectors & IndustriesFinancial 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
D
Asset Management is Zen Rated D and is the 119th ranked industry out of 146 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
AAMI
ACADIAN ASSET MANAGEMENT INC
$2.59B$72.57$62.50-13.88%Hold419.24%59.47%264.34%36.73%
RPC
RIDGEPOST CAPITAL INC
$910.85M$8.32$12.0044.23%Strong Buy114.99%134.97%42.50%16.41%
WHG
WESTWOOD HOLDINGS GROUP INC
$152.57M$16.08N/AN/AN/AN/AN/AN/AN/AN/A
SII
SPROTT INC
$3.25B$126.14$230.0082.34%Buy1N/AN/AN/AN/A
AMG
AFFILIATED MANAGERS GROUP INC
$7.99B$302.63$386.6727.77%Strong Buy311.00%19.98%36.18%11.90%
VCTR
VICTORY CAPITAL HOLDINGS INC
$5.37B$85.86$79.75-7.12%Hold46.76%30.20%22.62%12.89%
BEN
FRANKLIN RESOURCES INC
$16.04B$30.86$32.003.69%Buy6-3.75%35.36%13.00%4.62%
WT
WISDOMTREE INC
$2.93B$19.18$17.67-7.89%Hold319.21%73.87%44.94%11.97%
PSEC
PROSPECT CAPITAL CORP
$1.13B$2.26$2.00-11.50%Strong Sell1-3.36%N/A6.92%3.20%
SSSS
SURO CAPITAL CORP
$364.98M$14.00$16.0014.29%Strong Buy3-62.80%-40.58%-4.08%-3.41%
NOAH
NOAH HOLDINGS LTD
$702.70M$10.48$11.004.96%Hold24.21%13.73%35.88%30.03%
SEIC
SEI INVESTMENTS CO
$10.78B$89.59$104.2516.36%Strong Buy48.46%8.17%40.03%29.95%
NTRS
NORTHERN TRUST CORP
$30.92B$167.11$167.640.31%Hold115.14%11.51%20.07%1.49%
AMP
AMERIPRISE FINANCIAL INC
$40.50B$450.57$530.5017.74%Hold64.19%8.84%90.40%3.04%
IVZ
INVESCO LTD
$11.96B$26.98$29.7710.35%Buy11-4.41%N/A12.74%5.82%
FHI
FEDERATED HERMES INC
$4.09B$53.86$53.67-0.36%Sell35.64%5.71%41.89%23.53%
TRIN
TRINITY CAPITAL INC
$1.49B$16.61$16.17-2.67%Hold310.85%3.82%14.62%6.67%
HLNE
HAMILTON LANE INC
$4.92B$88.59$152.0071.58%Strong Buy720.39%13.70%46.99%18.66%
BLK
BLACKROCK INC
$165.13B$1,063.75$1.27k19.28%Strong Buy1111.43%20.62%21.29%7.09%
TCPC
BLACKROCK TCP CAPITAL CORP
$312.12M$3.72$3.50-5.91%Strong Sell2-13.47%N/A8.86%3.32%
TROW
PRICE T ROWE GROUP INC
$21.84B$101.95$99.11-2.78%Sell92.29%1.39%20.85%15.62%
GLAD
GLADSTONE CAPITAL CORP
$432.66M$19.15N/AN/AN/AN/A7.92%6.83%9.51%4.96%
HRZN
HORIZON TECHNOLOGY FINANCE CORP
$275.09M$4.03$5.2530.27%Hold37.88%23.67%15.02%6.33%
PAX
PATRIA INVESTMENTS LTD
$1.78B$11.17$18.0061.15%Buy212.85%70.56%59.93%19.28%
BCIC
BCP INVESTMENT CORP
$94.32M$7.62$9.0018.11%Hold1-6.24%N/A8.77%3.11%
PFLT
PENNANTPARK FLOATING RATE CAPITAL LTD
$810.61M$8.17$9.6718.32%Strong Buy31.61%33.54%10.43%3.94%
GCMG
GCM GROSVENOR INC
$2.15B$10.65$15.5045.54%Strong Buy24.81%-4.58%848.87%31.42%
AB
ALLIANCEBERNSTEIN HOLDING LP
$3.57B$38.17$40.004.79%Hold3137.48%11.02%27.77%27.76%
BCSF
BAIN CAPITAL SPECIALTY FINANCE INC
$862.75M$13.30$14.005.26%Buy2-3.82%15.14%8.14%3.42%
VINP
VINCI COMPASS INVESTMENTS LTD
$675.81M$10.33$15.0045.21%Strong Buy1154.02%174.98%115.02%59.34%
OWL
BLUE OWL CAPITAL INC
$15.90B$10.20$13.3330.72%Buy127.37%106.10%88.86%15.03%
FDUS
FIDUS INVESTMENT CORP
$711.26M$18.74$19.504.06%Buy13.00%-6.09%9.39%4.83%
STEP
STEPSTONE GROUP INC
$6.52B$54.74$70.0027.88%Strong Buy60.87%N/A-107.88%7.80%
STT
STATE STREET CORP
$42.54B$153.69$160.234.25%Buy114.90%16.24%14.91%1.05%
SCM
STELLUS CAPITAL INVESTMENT CORP
$263.13M$9.09$10.0010.01%Buy2-0.29%11.24%7.89%2.86%
ALTI
ALTI GLOBAL INC
$524.60M$3.46N/AN/AN/AN/A12.54%N/A11.00%5.98%
BN
BROOKFIELD CORP
$101.53B$45.44$59.2530.39%Strong Buy4-61.08%173.90%24.03%2.16%
GECC
GREAT ELM CAPITAL CORP
$80.71M$5.81N/AN/AN/AN/A-9.66%N/A13.45%5.11%
CSWC
CAPITAL SOUTHWEST CORP
$1.43B$23.08$24.506.15%Strong Buy19.80%7.03%13.94%6.47%
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC
$2.64B$37.12$38.333.27%Hold33.50%1.49%76.69%20.70%
BX
BLACKSTONE INC
$88.08B$118.57$150.6227.03%Buy1313.52%30.49%81.72%14.15%
KKR
KKR & CO INC
$85.08B$94.76$122.5029.27%Strong Buy10-9.52%42.09%31.00%2.29%
CNS
COHEN & STEERS INC
$3.71B$72.15$75.003.95%Buy10.45%6.56%36.77%24.24%
PNNT
PENNANTPARK INVESTMENT CORP
$241.60M$3.70$5.1037.84%Hold5-4.10%63.20%6.37%2.22%
HTGC
HERCULES CAPITAL INC
$2.89B$15.47$17.9015.71%Buy56.79%4.47%15.68%7.24%
INV
INNVENTURE INC
$562.26M$6.69N/AN/AN/AN/A1,188.12%N/A-30.39%-11.48%
MFIC
MIDCAP FINANCIAL INVESTMENT CORP
$877.27M$10.65$11.003.29%Hold5-10.51%417.68%9.00%3.45%
WHF
WHITEHORSE FINANCE INC
$142.85M$6.61N/AN/AN/AN/A-5.22%156.20%8.79%3.63%
VRTS
VIRTUS INVESTMENT PARTNERS INC
$946.66M$141.67$134.50-5.06%Sell4-4.06%24.05%20.61%4.14%
NMFC
NEW MOUNTAIN FINANCE CORP
$757.51M$8.02$8.171.83%Hold3-8.66%N/A9.51%4.09%
TPVG
TRIPLEPOINT VENTURE GROWTH BDC CORP
$224.51M$5.53$5.672.48%Sell30.43%-12.51%8.14%3.54%
PFG
PRINCIPAL FINANCIAL GROUP INC
$22.45B$103.92$96.91-6.75%Hold116.95%16.35%23.54%0.84%
CGBD
CARLYLE SECURED LENDING INC
$749.87M$10.79$11.001.95%Buy2-3.32%43.48%9.02%3.94%
CION
CION INVESTMENT CORP
$328.61M$6.60$6.50-1.52%Strong Sell1-13.83%N/A7.47%2.67%
TPG
TPG INC
$16.05B$41.75$55.7833.60%Strong Buy9-3.96%77.98%146.79%12.50%
MAAS
MAASE INC
$172.70M$10.85N/AN/AN/AN/AN/AN/AN/AN/A
BAM
BROOKFIELD ASSET MANAGEMENT LTD
$77.51B$48.54$55.8615.07%Buy714.83%17.20%59.87%25.34%
OFS
OFS CAPITAL CORP
$44.88M$3.35N/AN/AN/AN/A2.28%N/A6.44%2.23%
NCDL
NUVEEN CHURCHILL DIRECT LENDING CORP
$641.04M$12.98$14.6913.16%Buy4-5.08%-0.01%7.81%3.29%
ARES
ARES MANAGEMENT CORP
$27.53B$123.99$156.3926.13%Strong Buy137.45%60.36%51.09%7.24%
ARCC
ARES CAPITAL CORP
$13.46B$18.74$20.579.77%Strong Buy70.82%9.19%9.69%4.44%
GAIN
GLADSTONE INVESTMENT CORPORATION
$654.67M$16.44$17.003.41%Buy111.97%-55.77%5.56%2.81%
BXSL
BLACKSTONE SECURED LENDING FUND
$5.48B$23.55$25.809.55%Buy10-1.58%17.67%9.34%3.95%
GSBD
GOLDMAN SACHS BDC INC
$1.00B$8.92$8.50-4.71%Sell2-6.01%33.46%8.72%3.57%
CCAP
CRESCENT CAPITAL BDC INC
$421.52M$11.44$14.3025.00%Buy5-3.28%99.41%8.98%3.74%
PSBD
PALMER SQUARE CAPITAL BDC INC
$336.73M$10.82$11.506.28%Hold5-12.09%N/A11.81%4.19%
SAR
SARATOGA INVESTMENT CORP
$361.63M$22.23N/AN/AN/AN/A4.53%0.21%9.53%3.31%
FSK
FS KKR CAPITAL CORP
$3.06B$10.93$10.92-0.12%Hold6-10.73%N/A7.19%2.96%
MAIN
MAIN STREET CAPITAL CORP
$4.74B$51.02$60.3318.25%Buy35.25%-15.58%12.27%6.51%
APO
APOLLO GLOBAL MANAGEMENT INC
$75.47B$130.90$144.9010.70%Strong Buy10-0.17%99.06%37.67%1.61%
SLRC
SLR INVESTMENT CORP
$715.76M$13.12$14.006.71%Sell4-3.13%-8.79%7.27%2.84%
SAMG
SILVERCREST ASSET MANAGEMENT GROUP INC
$141.11M$11.91N/AN/AN/AN/A6.01%66.70%44.04%15.54%
MLCI
MOUNT LOGAN CAPITAL INC
$37.15M$3.32N/AN/AN/AN/AN/AN/AN/AN/A
CG
CARLYLE GROUP INC
$16.25B$45.13$62.1137.63%Buy913.74%59.90%42.17%7.64%
GBDC
GOLUB CAPITAL BDC INC
$3.38B$12.97$14.007.94%Strong Buy4-3.66%23.45%9.04%3.97%
TSLX
SIXTH STREET SPECIALTY LENDING INC
$1.65B$17.36$20.0015.21%Buy7-3.00%26.76%11.25%5.11%
OXSQ
OXFORD SQUARE CAPITAL CORP
$129.07M$1.38N/AN/AN/AN/AN/AN/A19.35%8.55%
BUR
BURFORD CAPITAL LTD
$1.03B$4.70$5.006.38%Hold1N/AN/AN/AN/A
GEG
GREAT ELM GROUP INC
$68.99M$2.20N/AN/AN/AN/AN/AN/A66.54%23.71%
PS
PERSHING SQUARE INC
N/A$37.72N/AN/AN/AN/AN/AN/AN/AN/A
AMTD
AMTD IDEA GROUP
$95.03M$0.99N/AN/AN/AN/AN/AN/AN/AN/A
CWD
CALIBERCOS INC
$9.02M$1.02N/AN/AN/AN/A14.55%N/A299.28%2.09%
TGE
GENERATION ESSENTIALS GROUP
$54.76M$1.13N/AN/AN/AN/AN/AN/AN/AN/A
CRBG
COREBRIDGE FINANCIAL INC
$12.63B$27.65$35.3327.79%Buy127.78%152.92%34.71%0.92%
AURE
AURELION INC
$19.29M$2.45N/AN/AN/AN/AN/AN/AN/AN/A
ICMB
INVESTCORP CREDIT MANAGEMENT BDC INC
$19.92M$1.38N/AN/AN/AN/A35.54%N/A3.91%1.25%
BVC
BITVENTURES LTD
$85.23M$10.67N/AN/AN/AN/AN/AN/AN/AN/A
PFX
PHENIXFIN CORP
$86.00M$44.50N/AN/AN/AN/A-6.17%N/A2.50%1.26%
EQS
EQUUS TOTAL RETURN INC
$20.11M$1.44N/AN/AN/AN/AN/AN/AN/AN/A
RMCO
ROYALTY MANAGEMENT HOLDING CORP
$30.77M$2.03N/AN/AN/AN/A114.77%N/A142.14%111.09%
MGLD
MARYGOLD COMPANIES INC
$46.24M$1.08N/AN/AN/AN/AN/AN/AN/AN/A
RAND
RAND CAPITAL CORP
$31.51M$10.61N/AN/AN/AN/AN/AN/AN/AN/A
BNY
BANK OF NEW YORK MELLON CORP
$94.14B$137.16$140.702.58%Buy104.90%10.54%17.52%1.40%
BCG
BINAH CAPITAL GROUP INC
$28.07M$1.67N/AN/AN/AN/AN/AN/AN/AN/A
ALP
ALPHA COMPUTE CORP
$2.21M$0.39$2.00419.48%Buy1N/AN/A-0.60%-0.19%
BENF
BENEFICIENT
$48.04M$3.38N/AN/AN/AN/AN/AN/AN/A-14.63%
JHG
JANUS HENDERSON GROUP PLC
$7.97B$51.70$49.00-5.22%Hold3-1.99%-3.07%14.82%9.83%
HNNA
HENNESSY ADVISORS INC
$79.81M$10.10N/AN/AN/AN/AN/AN/AN/AN/A
GROW
U S GLOBAL INVESTORS INC
$67.78M$2.58N/AN/AN/AN/AN/AN/AN/AN/A
WTF
WATON FINANCIAL LTD
$162.08M$3.36N/AN/AN/AN/AN/AN/AN/AN/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. Acadian Asset Management (NYSE:AAMI)


Acadian Asset Management (NYSE:AAMI) is the #1 top asset management stock out of 100 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: B, Momentum: B, Sentiment: A, Safety: C, Financials: B, and AI: C.

Acadian Asset Management (NYSE:AAMI) has a Due Diligence Score of 37, which is 5 points higher than the asset management industry average of 32.

AAMI passed 15 out of 38 due diligence checks and has average fundamentals. Acadian Asset Management has seen its stock return 143.06% over the past year, overperforming other asset management stocks by 138 percentage points.

Acadian Asset Management has an average 1 year price target of $62.50, a downside of -13.88% from Acadian Asset Management's current stock price of $72.57.

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.

2. Ridgepost Capital (NYSE:RPC)


Ridgepost Capital (NYSE:RPC) is the #2 top asset management stock out of 100 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 Ridgepost Capital (NYSE:RPC) is: Value: C, Growth: A, Momentum: D, Sentiment: C, Safety: C, Financials: C, and AI: B.

Ridgepost Capital (NYSE:RPC) has a Due Diligence Score of 41, which is 9 points higher than the asset management industry average of 32.

RPC passed 16 out of 38 due diligence checks and has strong fundamentals. Ridgepost Capital has seen its stock lose -26.01% over the past year, underperforming other asset management stocks by -31 percentage points.

Ridgepost Capital has an average 1 year price target of $12.00, an upside of 44.23% from Ridgepost Capital's current stock price of $8.32.

Ridgepost Capital stock has a consensus Strong Buy recommendation according to Wall Street analysts. Of the 1 analyst covering Ridgepost Capital, 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 100 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 Westwood Holdings Group (NYSE:WHG) is: Value: C, Growth: B, 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 7.45% over the past year, overperforming other asset management stocks by 3 percentage points.

What are the asset management stocks with highest dividends?

Out of 79 asset management stocks that have issued dividends in the past year, the 3 asset management stocks with the highest dividend yields are:

1. Ofs Capital (NASDAQ:OFS)


Ofs Capital (NASDAQ:OFS) has an annual dividend yield of 30.45%, which is 21 percentage points higher than the asset management industry average of 9.66%. 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.

2. Oxford Square Capital (NASDAQ:OXSQ)


Oxford Square Capital (NASDAQ:OXSQ) has an annual dividend yield of 30.43%, which is 21 percentage points higher than the asset management industry average of 9.66%. 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 -97.7% indicates that its high dividend yield might not be sustainable for the long-term.

3. Horizon Technology Finance (NASDAQ:HRZN)


Horizon Technology Finance (NASDAQ:HRZN) has an annual dividend yield of 29.03%, which is 19 percentage points higher than the asset management industry average of 9.66%. 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 249% 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 0.54% in the last day, and down -2.18% over the last week.

We couldn't find a catalyst for why asset management stocks are up.

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 -15.07% in the past year. It has underperformed other stocks in the asset management industry by -20 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 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 -16.94% in the past year. It has underperformed other stocks in the asset management industry by -22 percentage points.

3. Suro Capital (NASDAQ:SSSS)


Suro Capital (NASDAQ:SSSS) 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.

Suro Capital 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.

Suro Capital's stock has gained 127.52% in the past year. It has overperformed other stocks in the asset management industry by 123 percentage points.

Are asset management stocks a good buy now?

34.29% of asset management stocks rated by analysts are a buy right now. On average, analysts expect asset management stocks to rise by 16.89% over the next year.

1.28% of asset management stocks have a Zen Rating of A (Strong Buy), 10.26% of asset management stocks are rated B (Buy), 62.82% are rated C (Hold), 24.36% are rated D (Sell), and 1.28% 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 34.49x.
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.