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 107th ranked industry out of 145 stock market industries
Learn how the Zen Ratings work
Ticker
Company
Zen Rating
Growth
Market Cap
Revenue
EBITDA
Earnings
EPS
Rev. Y/Y
Rev. 5Y
Earn. Y/Y
Earn. 5Y
Earnings Date
BCG
BINAH CAPITAL GROUP INC
$22.83M$177.24M$4.42M-$1.87M-$0.126.62%N/AN/AN/A
GROW
U S GLOBAL INVESTORS INC
$31.89M$8.45M-$379.00k-$334.00k-$0.03-23.05%13.56%N/AN/A2025-11-06

Asset Management Stocks FAQ

What are the best asset management stocks to buy right now in Nov 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 102 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: B, Sentiment: A, Safety: D, Financials: B, and AI: C.

Suro Capital (NASDAQ:SSSS) has a Due Diligence Score of 22, which is -10 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 8 out of 38 due diligence checks and has weak fundamentals. Suro Capital has seen its stock return 105.54% over the past year, overperforming other asset management stocks by 108 percentage points.

Suro Capital has an average 1 year price target of $10.83, an upside of 8.22% from Suro Capital's current stock price of $10.01.

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. Federated Hermes (NYSE:FHI)


Federated Hermes (NYSE:FHI) is the #2 top asset management stock out of 102 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 Federated Hermes (NYSE:FHI) is: Value: C, Growth: C, Momentum: C, Sentiment: B, Safety: B, Financials: A, and AI: B.

Federated Hermes (NYSE:FHI) has a Due Diligence Score of 50, which is 18 points higher than the asset management industry average of 32.

FHI passed 19 out of 38 due diligence checks and has strong fundamentals. Federated Hermes has seen its stock return 24.16% over the past year, overperforming other asset management stocks by 26 percentage points.

Federated Hermes has an average 1 year price target of $52.00, an upside of 3.57% from Federated Hermes's current stock price of $50.21.

Federated Hermes stock has a consensus Buy recommendation according to Wall Street analysts. Of the 5 analysts covering Federated Hermes, 20% have issued a Strong Buy rating, 20% have issued a Buy, 60% have issued a hold, while 0% have issued a Sell rating, and 0% have issued a Strong Sell.

3. Horizon Technology Finance (NASDAQ:HRZN)


Horizon Technology Finance (NASDAQ:HRZN) is the #3 top asset management stock out of 102 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 Horizon Technology Finance (NASDAQ:HRZN) is: Value: C, Growth: A, Momentum: D, Sentiment: C, Safety: B, Financials: C, and AI: C.

Horizon Technology Finance (NASDAQ:HRZN) has a Due Diligence Score of 13, which is -19 points lower than the asset management industry average of 32. Although this number is below the industry average, our proven quant model rates HRZN as a "B".

HRZN passed 4 out of 38 due diligence checks and has weak fundamentals. Horizon Technology Finance has seen its stock lose -28.56% over the past year, underperforming other asset management stocks by -26 percentage points.

Horizon Technology Finance has an average 1 year price target of $6.88, an upside of 3.7% from Horizon Technology Finance's current stock price of $6.63.

Horizon Technology Finance stock has a consensus Buy recommendation according to Wall Street analysts. Of the 2 analysts covering Horizon Technology Finance, 50% have issued a Strong Buy rating, 0% have issued a Buy, 50% have issued a hold, while 0% have issued a Sell rating, and 0% have issued a Strong Sell.

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. Prospect Capital (NASDAQ:PSEC)


Prospect Capital (NASDAQ:PSEC) has an annual dividend yield of 21.26%, which is 14 percentage points higher than the asset management industry average of 7.45%. Prospect Capital's dividend payout is not stable, having dropped more than 10% two 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 -43.3% indicates that its high dividend yield might not be sustainable for the long-term.

2. Triplepoint Venture Growth Bdc (NYSE:TPVG)


Triplepoint Venture Growth Bdc (NYSE:TPVG) has an annual dividend yield of 20.4%, which is 13 percentage points higher than the asset management industry average of 7.45%. 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.

3. Goldman Sachs Bdc (NYSE:GSBD)


Goldman Sachs Bdc (NYSE:GSBD) has an annual dividend yield of 20.12%, which is 13 percentage points higher than the asset management industry average of 7.45%. Goldman Sachs Bdc's dividend payout is not stable, having dropped more than 10% five times in the last 10 years. Goldman Sachs Bdc's dividend has shown consistent growth over the last 10 years.

Goldman Sachs Bdc's dividend payout ratio of 406.7% 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 1.07% in the last day, and down -0.58% 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 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 -25.72% in the past year. It has underperformed other stocks in the asset management industry by -24 percentage points.

2. Diamond Hill Investment Group (NASDAQ:DHIL)


Diamond Hill Investment Group (NASDAQ:DHIL) 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.

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 -16.48% in the past year. It has underperformed other stocks in the asset management industry by -14 percentage points.

3. Corebridge Financial (NYSE:CRBG)


Corebridge Financial (NYSE:CRBG) 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.

Corebridge Financial 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.

Corebridge Financial's stock has gained 0.97% in the past year. It has overperformed other stocks in the asset management industry by 3 percentage points.

Are asset management stocks a good buy now?

37.31% of asset management stocks rated by analysts are a buy right now. On average, analysts expect asset management stocks to rise by 17.09% over the next year.

1.2% of asset management stocks have a Zen Rating of A (Strong Buy), 7.23% of asset management stocks are rated B (Buy), 80.72% are rated C (Hold), 9.64% are rated D (Sell), and 1.2% 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 44.01x.
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