Sectors & Industries Financial ServicesAsset Management
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

Overview Zen Rating Price Value Growth Financials Momentum

Sentiment Forecast Dividends Due Diligence

Asset Management is Zen Rated D and is the 107th 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
SSSS	SURO CAPITAL CORP	$10.01	188,000	-44.71%	9.52	9.35	9.17	8.77	7.23	62.62	79.04	85.40	77.15	87.05	0.22	0.12	0.10	0.98
FHI	FEDERATED HERMES INC	$50.21	610,000	1.50%	48.81	50.28	51.65	49.94	44.93	49.39	52.10	39.05	82.75	59.97	-0.79	-0.81	0.02	0.82
HRZN	HORIZON TECHNOLOGY FINANCE CORP	$6.63	822,000	71.61%	6.35	6.15	6.39	6.98	7.80	62.13	91.93	88.52	95.90	95.15	0.07	-0.03	0.10	0.67
AAMI	ACADIAN ASSET MANAGEMENT INC	$43.60	207,000	-44.50%	47.44	46.93	47.39	43.93	35.37	36.61	8.16	19.50	2.55	21.05	-0.29	0.16	-0.46	1.13
IVZ	INVESCO LTD	$23.37	3,958,000	33.76%	23.46	23.27	22.86	20.88	18.23	52.34	66.83	69.28	34.16	42.94	0.19	0.22	-0.03	1.51
AMG	AFFILIATED MANAGERS GROUP INC	$256.74	335,000	-16.25%	243.91	240.73	237.92	222.40	196.84	64.92	89.33	72.94	84.98	66.63	3.72	2.12	1.60	1.29
JHG	JANUS HENDERSON GROUP PLC	$43.29	771,000	-33.93%	43.52	43.10	44.08	42.71	40.24	48.69	30.75	31.05	49.50	49.97	-0.12	-0.20	0.07	1.37
WT	WISDOMTREE INC	$11.88	2,272,000	10.34%	11.98	12.51	13.33	12.94	11.05	35.61	18.09	17.13	57.57	48.45	-0.46	-0.42	-0.05	1.05
NOAH	NOAH HOLDINGS LTD	$11.17	33,800	-44.59%	11.38	11.42	11.67	11.87	11.10	42.74	13.87	14.69	8.60	3.39	-0.13	-0.10	-0.03	1.17
TROW	PRICE T ROWE GROUP INC	$102.38	1,616,000	-9.47%	102.94	103.61	104.71	103.65	100.52	45.38	37.14	33.35	13.57	7.65	-0.67	-0.48	-0.19	1.38
HTGC	HERCULES CAPITAL INC	$18.08	1,127,000	-4.97%	17.84	17.56	18.46	18.68	18.77	52.56	83.47	77.69	93.14	87.71	-0.11	-0.22	0.11	0.80
GCMG	GCM GROSVENOR INC	$11.63	940,000	34.09%	11.59	11.58	12.17	12.11	12.56	43.28	31.50	26.39	59.58	50.17	-0.15	-0.18	0.03	0.67
VCTR	VICTORY CAPITAL HOLDINGS INC	$62.49	295,000	-4.53%	62.75	64.60	66.66	67.06	64.21	40.27	18.78	14.70	19.92	9.31	-1.33	-1.14	-0.19	1.24
VINP	VINCI COMPASS INVESTMENTS LTD	$11.60	54,500	127.08%	11.44	11.29	10.72	10.22	10.06	65.84	88.15	87.02	53.17	40.71	0.24	0.24	-0.00	0.87
PAX	PATRIA INVESTMENTS LTD	$15.20	1,282,000	-32.60%	14.76	14.58	14.44	14.09	12.88	63.71	40.04	42.84	72.93	44.00	0.14	0.10	0.04	1.02
DHIL	DIAMOND HILL INVESTMENT GROUP INC	$130.35	39,000	37.32%	131.93	134.69	139.07	142.91	142.34	39.61	34.69	30.22	45.66	33.96	-3.07	-2.43	-0.65	0.78
APAM	ARTISAN PARTNERS ASSET MANAGEMENT INC	$44.63	280,000	-6.35%	43.84	43.69	44.60	45.17	42.99	55.81	47.86	39.12	60.99	45.53	-0.09	-0.22	0.13	1.31
OXSQ	OXFORD SQUARE CAPITAL CORP	$1.92	703,000	32.89%	1.87	1.83	1.90	2.10	2.33	57.26	83.22	79.79	91.11	86.60	0.01	-0.01	0.02	0.52
BUR	BURFORD CAPITAL LTD	$9.47	4,729,000	94.77%	10.19	10.60	11.82	12.55	13.17	29.07	15.73	17.94	36.96	37.98	-0.62	-0.54	-0.08	1.02
CRBG	COREBRIDGE FINANCIAL INC	$30.29	17,601,000	177.88%	31.67	31.70	32.55	33.50	32.57	38.01	22.78	40.10	24.05	49.19	-0.37	-0.29	-0.08	1.25
BK	BANK OF NEW YORK MELLON CORP	$108.69	2,037,000	-28.68%	107.84	107.36	106.93	102.20	93.36	56.32	77.59	71.75	73.31	59.23	0.44	0.39	0.06	0.92
BX	BLACKSTONE INC	$144.32	4,644,000	-20.63%	149.07	154.45	166.84	164.76	156.13	28.81	8.05	7.86	6.37	2.12	-6.41	-5.53	-0.89	1.63
BLK	BLACKROCK INC	$1,073.57	550,000	-41.18%	1,099.91	1,130.15	1,132.90	1,111.66	1,033.19	35.14	8.31	6.55	8.32	2.78	-19.99	-10.69	-9.30	1.21
AMP	AMERIPRISE FINANCIAL INC	$459.07	593,000	33.26%	467.54	472.93	487.19	503.99	504.49	37.73	26.16	20.89	12.28	4.09	-9.04	-7.15	-1.90	1.23
VRTS	VIRTUS INVESTMENT PARTNERS INC	$162.32	61,400	1.15%	165.76	175.52	186.49	190.28	182.36	31.30	6.71	5.55	10.27	5.60	-7.81	-6.52	-1.29	1.40
PNNT	PENNANTPARK INVESTMENT CORP	$6.49	565,000	29.29%	6.51	6.49	6.74	6.92	6.87	44.28	45.45	47.14	57.09	59.05	-0.05	-0.07	0.02	0.67
PFG	PRINCIPAL FINANCIAL GROUP INC	$81.16	2,061,000	46.48%	81.63	80.74	81.34	80.06	80.17	49.24	64.52	76.12	58.66	76.63	0.30	0.07	0.22	1.07
SEIC	SEI INVESTMENTS CO	$82.38	510,000	-11.30%	81.53	81.80	84.68	86.92	83.36	48.44	58.14	48.15	78.43	62.14	-0.92	-1.11	0.20	0.96
PX	P10 INC	$10.58	273,000	22.42%	10.49	10.54	11.23	11.32	11.53	46.83	39.65	26.27	50.81	29.28	-0.21	-0.24	0.03	0.97
FDUS	FIDUS INVESTMENT CORP	$20.82	100,000	-4.76%	20.70	20.34	20.65	20.77	20.75	56.50	67.42	62.99	61.85	56.95	0.07	0.02	0.06	0.52
SII	SPROTT INC	$83.98	185,000	-1.07%	81.85	83.17	77.92	72.99	60.86	57.45	37.14	31.45	36.52	25.13	0.79	1.25	-0.46	0.82
BCSF	BAIN CAPITAL SPECIALTY FINANCE INC	$13.94	365,000	95.19%	14.12	13.97	14.51	14.84	15.65	44.20	38.70	45.84	36.58	48.91	-0.08	-0.11	0.03	0.60
CSWC	CAPITAL SOUTHWEST CORP	$20.57	912,000	-10.24%	20.49	20.36	21.62	22.07	21.79	46.43	35.96	35.74	56.50	48.87	-0.32	-0.38	0.06	0.69
ALTI	ALTI GLOBAL INC	$4.00	82,000	86.36%	3.89	3.81	3.84	4.04	3.71	58.98	81.46	79.39	80.37	75.93	0.05	0.02	0.03	0.47
AB	ALLIANCEBERNSTEIN HOLDING LP	$39.62	210,000	28.05%	39.78	39.49	38.90	39.82	39.14	52.53	25.99	40.19	8.91	19.35	0.25	0.28	-0.03	0.96
KKR	KKR & CO INC	$118.89	3,792,000	9.00%	119.49	120.49	130.68	135.18	129.84	39.69	29.79	24.90	50.77	45.92	-3.38	-3.76	0.39	1.64
TPG	TPG INC	$53.28	2,637,000	-13.65%	55.52	55.90	58.37	57.53	54.66	35.06	25.16	25.50	6.03	15.64	-1.12	-0.92	-0.20	1.50
BCIC	BCP INVESTMENT CORP	$12.08	41,300	12.23%	11.72	11.53	11.81	12.12	13.20	62.30	83.11	77.56	100.00	97.24	0.04	-0.04	0.08	0.30
TRIN	TRINITY CAPITAL INC	$14.41	2,267,000	289.52%	15.01	14.90	15.50	15.23	15.17	35.59	46.67	58.47	61.09	75.96	-0.13	-0.14	0.02	0.62
MFIC	MIDCAP FINANCIAL INVESTMENT CORP	$12.24	425,000	-32.11%	12.21	11.96	12.21	12.50	12.71	55.64	69.70	66.95	68.74	66.85	0.04	-0.00	0.05	0.78
CION	CION INVESTMENT CORP	$9.12	212,000	5.47%	9.29	9.30	9.66	9.82	10.19	38.25	28.13	26.66	24.09	24.49	-0.13	-0.12	-0.01	0.78
STEP	STEPSTONE GROUP INC	$62.67	454,000	-44.29%	62.54	63.05	63.33	61.01	58.43	48.93	34.96	25.96	36.13	18.75	-0.51	-0.32	-0.19	1.41
SLRC	SLR INVESTMENT CORP	$15.52	425,000	42.14%	15.28	14.78	15.45	15.86	16.21	60.33	89.26	85.31	94.19	90.30	0.06	-0.08	0.14	0.60
CNS	COHEN & STEERS INC	$68.44	224,000	-23.29%	69.55	68.70	68.99	72.16	76.39	48.43	42.77	45.91	26.09	31.93	0.02	0.15	-0.14	1.10
STT	STATE STREET CORP	$116.90	1,885,000	-6.73%	116.38	115.28	114.45	111.63	102.20	54.36	81.29	78.71	64.43	59.22	0.64	0.56	0.07	1.18
GBDC	GOLUB CAPITAL BDC INC	$14.07	1,232,000	1.40%	14.12	13.97	14.12	14.49	14.72	51.26	66.20	65.90	49.05	48.97	0.02	0.00	0.02	0.51
ARES	ARES MANAGEMENT CORP	$153.25	1,531,000	-5.38%	150.80	148.52	162.23	171.07	167.01	49.64	74.08	70.07	90.09	89.05	-2.20	-3.89	1.69	1.48
PSBD	PALMER SQUARE CAPITAL BDC INC	$12.23	50,300	-34.68%	12.34	12.39	12.91	13.48	13.86	43.08	14.23	17.76	33.36	36.24	-0.17	-0.17	0.01	0.44
OWL	BLUE OWL CAPITAL INC	$15.69	15,517,000	-21.39%	16.21	16.34	17.24	18.31	19.29	41.08	25.41	26.05	18.55	19.90	-0.37	-0.34	-0.03	1.43
CCAP	CRESCENT CAPITAL BDC INC	$14.15	111,000	21.98%	14.32	14.04	14.77	14.67	15.81	46.65	54.60	54.68	55.27	60.47	-0.08	-0.13	0.05	0.48
BEN	FRANKLIN RESOURCES INC	$22.76	3,915,000	3.79%	22.87	22.79	23.67	24.08	22.11	45.57	45.83	45.04	58.06	56.41	-0.21	-0.26	0.05	1.24
GSBD	GOLDMAN SACHS BDC INC	$9.79	806,000	-8.30%	9.92	9.85	10.51	11.00	11.36	38.72	40.86	50.00	57.99	69.39	-0.15	-0.19	0.04	0.61
HLNE	HAMILTON LANE INC	$123.98	719,000	-22.44%	118.02	119.06	133.38	141.88	147.57	51.11	60.68	35.49	79.47	46.35	-3.83	-5.22	1.40	1.33
TSLX	SIXTH STREET SPECIALTY LENDING INC	$21.85	838,000	156.27%	22.51	22.04	22.90	23.44	22.76	41.29	54.90	64.88	52.75	68.94	-0.06	-0.12	0.06	0.56
MAIN	MAIN STREET CAPITAL CORP	$57.21	525,000	4.37%	57.43	57.42	61.82	62.43	59.72	39.35	42.58	38.39	64.66	58.08	-1.26	-1.44	0.19	0.74
NMFC	NEW MOUNTAIN FINANCE CORP	$9.68	816,000	-38.97%	9.64	9.46	9.79	10.13	10.50	53.49	76.60	77.22	85.14	85.92	0.01	-0.04	0.05	0.52
BBUC	BROOKFIELD BUSINESS CORP	$35.76	120,000	14.29%	36.00	35.95	34.94	32.91	29.63	51.67	35.68	39.34	10.06	11.91	0.30	0.44	-0.14	1.28
BN	BROOKFIELD CORP	$45.90	2,012,000	-31.28%	46.17	45.45	45.47	44.18	40.63	51.84	41.49	42.62	36.44	40.66	0.21	0.20	0.01	1.37
SAMG	SILVERCREST ASSET MANAGEMENT GROUP INC	$13.95	50,600	104.03%	14.30	14.47	15.34	15.78	16.06	35.17	17.98	18.38	54.09	63.80	-0.35	-0.34	-0.00	0.77
GLAD	GLADSTONE CAPITAL CORP	$19.15	202,000	16.76%	19.44	19.50	21.87	24.66	25.84	32.54	29.04	28.63	78.26	80.09	-0.72	-0.86	0.14	0.72
BAM	BROOKFIELD ASSET MANAGEMENT LTD	$53.98	1,743,000	-40.49%	54.23	54.87	56.97	57.96	55.97	40.80	23.79	21.55	62.07	57.66	-0.93	-0.99	0.06	1.29
OFS	OFS CAPITAL CORP	$5.37	122,000	-3.94%	6.42	6.75	7.65	8.06	8.33	19.70	5.70	14.77	10.61	11.05	-0.56	-0.39	-0.17	0.48
SAR	SARATOGA INVESTMENT CORP	$22.67	104,000	21.64%	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	0.60
WTF	WATON FINANCIAL LTD	$5.11	122,000	133.27%	5.13	5.34	5.66	5.35	N/A	43.63	32.83	28.77	75.47	69.50	-0.19	-0.18	-0.01	0.83
WHF	WHITEHORSE FINANCE INC	$7.35	292,000	197.96%	7.18	7.04	7.59	8.19	8.99	54.13	66.18	63.49	74.28	70.67	-0.05	-0.12	0.07	0.38
CG	CARLYLE GROUP INC	$52.05	3,648,000	-5.81%	55.45	56.78	61.56	59.91	52.60	29.29	10.48	12.75	8.41	3.84	-2.46	-1.94	-0.53	1.64
GECC	GREAT ELM CAPITAL CORP	$7.72	85,000	23.19%	7.71	7.60	9.42	10.16	10.33	39.97	44.36	51.49	80.01	80.77	-0.45	-0.57	0.12	0.21
APO	APOLLO GLOBAL MANAGEMENT INC	$133.75	5,480,000	-18.00%	125.97	124.96	131.14	136.90	139.02	60.28	67.64	54.80	90.54	81.73	-0.68	-1.97	1.29	1.48
CGBD	CARLYLE SECURED LENDING INC	$12.13	729,000	-22.94%	12.61	12.43	12.93	13.40	14.63	38.35	34.20	46.83	31.89	47.13	-0.09	-0.10	0.01	0.62
TCPC	BLACKROCK TCP CAPITAL CORP	$5.52	745,000	42.99%	5.72	5.68	6.25	6.84	7.40	31.81	12.85	22.46	28.63	39.67	-0.16	-0.18	0.02	0.64
ARCC	ARES CAPITAL CORP	$20.38	3,189,000	-35.56%	20.31	19.95	20.76	21.58	21.76	51.71	66.32	66.63	74.26	73.56	-0.04	-0.15	0.11	0.71
TPVG	TRIPLEPOINT VENTURE GROWTH BDC CORP	$5.54	491,000	225.17%	5.58	5.54	5.96	6.38	6.72	43.57	34.15	36.15	49.25	47.30	-0.10	-0.12	0.02	0.75
PSEC	PROSPECT CAPITAL CORP	$2.54	4,833,000	27.08%	2.68	2.71	2.75	2.94	3.42	34.17	8.23	13.30	0.00	4.45	-0.04	-0.03	-0.02	0.75
NTRS	NORTHERN TRUST CORP	$128.19	829,000	-10.28%	127.06	127.17	129.31	127.52	115.18	50.35	72.10	70.89	81.99	83.78	-0.50	-0.73	0.23	1.10
SCM	STELLUS CAPITAL INVESTMENT CORP	$11.86	149,000	-6.88%	12.04	12.09	13.13	13.78	13.81	33.63	23.37	23.44	59.68	64.84	-0.32	-0.35	0.04	0.51
NCDL	NUVEEN CHURCHILL DIRECT LENDING CORP	$14.22	475,000	-13.64%	14.42	14.08	14.60	15.52	16.01	47.69	66.83	71.72	63.42	72.01	0.01	-0.07	0.07	0.43
BXSL	BLACKSTONE SECURED LENDING FUND	$26.14	1,308,000	-4.87%	26.62	26.30	27.24	29.18	30.44	41.73	34.90	41.26	24.48	31.84	-0.18	-0.23	0.05	0.49
PFLT	PENNANTPARK FLOATING RATE CAPITAL LTD	$9.16	1,038,000	52.65%	9.15	8.91	9.34	9.89	10.26	52.64	78.96	77.41	84.34	83.55	-0.01	-0.07	0.07	0.63
FSK	FS KKR CAPITAL CORP	$14.79	2,981,000	8.72%	15.13	14.97	15.83	18.06	19.71	39.23	38.62	48.71	29.39	41.98	-0.18	-0.24	0.06	0.73
GAIN	GLADSTONE INVESTMENT CORPORATION	$13.85	117,000	12.50%	13.91	13.85	13.94	14.02	13.88	48.57	40.46	45.30	8.02	4.81	-0.01	-0.00	-0.01	0.70
BENF	BENEFICIENT	$0.58	1,429,000	-1.58%	0.72	0.67	0.57	0.45	0.41	47.42	18.89	22.67	11.68	15.59	0.03	0.05	-0.02	0.28
CWD	CALIBERCOS INC	$2.96	100,000	26.58%	3.00	3.36	4.50	3.68	6.21	38.48	10.71	6.77	20.39	8.56	-0.46	-0.45	-0.01	0.55
INV	INNVENTURE INC	$3.57	1,165,000	-10.32%	2.99	3.16	4.65	4.74	5.92	48.96	71.44	54.88	100.00	93.50	-0.43	-0.56	0.13	0.16
GEG	GREAT ELM GROUP INC	$2.45	3,900	-42.65%	2.48	2.48	2.59	2.38	2.15	44.65	29.05	39.73	34.19	63.22	-0.02	-0.02	0.00	0.23
WHG	WESTWOOD HOLDINGS GROUP INC	$17.00	6,300	-37.00%	16.60	16.54	16.87	16.91	16.29	58.02	91.80	85.28	90.51	82.35	-0.03	-0.09	0.07	0.57
RAND	RAND CAPITAL CORP	$13.66	3,700	37.04%	13.75	13.90	14.51	15.67	17.88	42.15	19.56	22.59	60.67	61.18	-0.25	-0.28	0.03	0.13
AMTD	AMTD IDEA GROUP	$1.03	138,000	-46.92%	1.09	1.08	1.13	1.07	1.06	44.10	8.21	18.29	26.81	44.47	-0.01	-0.01	-0.00	0.10
MGLD	MARYGOLD COMPANIES INC	$1.02	2,200	-92.31%	1.03	1.04	1.04	0.94	0.95	47.26	37.50	48.15	33.17	42.28	-0.00	0.00	-0.01	0.19
SWKH	SWK HOLDINGS CORP	$16.33	40,800	423.08%	16.18	16.23	15.28	15.05	15.49	63.48	27.58	22.11	21.27	15.88	0.28	0.33	-0.05	0.28
EQS	EQUUS TOTAL RETURN INC	$1.96	500	-96.89%	1.84	1.96	2.16	1.85	1.49	48.31	41.92	25.30	89.26	58.19	-0.08	-0.09	0.01	0.08
MLCI	MOUNT LOGAN CAPITAL INC	$7.79	17,400	-70.81%	7.62	7.60	N/A	N/A	N/A	53.57	74.10	58.52	86.60	75.80	N/A	N/A	N/A	0.28
MRCC	MONROE CAPITAL CORP	$6.91	67,000	42.55%	6.95	6.94	7.17	6.84	7.18	45.55	65.52	70.74	74.13	80.69	-0.03	-0.05	0.02	0.43
MAAS	MAASE INC	$3.80	7,300	108.57%	3.68	3.42	3.51	3.71	5.97	58.14	54.54	53.55	63.64	64.38	0.08	0.04	0.04	0.35
ICMB	INVESTCORP CREDIT MANAGEMENT BDC INC	$2.75	7,400	-66.82%	2.80	2.85	2.88	2.84	2.92	39.75	4.25	5.92	4.67	2.65	-0.03	-0.02	-0.01	0.31
RMCO	ROYALTY MANAGEMENT HOLDING CORP	$3.38	21,400	-63.54%	3.21	3.25	2.60	2.01	1.55	56.13	43.40	36.00	33.11	26.56	0.21	0.23	-0.02	0.28
TGE	GENERATION ESSENTIALS GROUP	$1.37	2,329,000	-63.71%	1.57	1.64	2.20	3.96	7.05	42.67	28.87	26.52	82.51	66.49	-0.25	-0.26	0.01	0.23
PFX	PHENIXFIN CORP	$42.25	2,600	225.00%	43.33	44.76	46.71	48.13	49.45	30.04	15.87	20.65	44.66	36.47	-1.27	-1.12	-0.15	0.16
STEC	SANTECH HOLDINGS LTD	$1.07	8,200	0.00%	1.13	1.22	1.28	1.02	1.06	39.62	1.26	4.88	3.93	7.06	-0.06	-0.04	-0.02	-0.10
HNNA	HENNESSY ADVISORS INC	$9.84	2,200	-88.42%	9.61	9.77	10.65	11.32	11.12	46.77	69.76	66.77	92.49	94.04	-0.26	-0.33	0.08	0.33
AURE	PRESTIGE WEALTH INC	$0.39	122,000	-29.89%	0.45	0.58	0.60	0.50	0.56	36.55	13.31	12.60	1.50	3.22	-0.07	-0.05	-0.02	0.57

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.

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 (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.

Asset Management Stocks FAQ

1. Suro Capital (NASDAQ:SSSS)

2. Federated Hermes (NYSE:FHI)

3. Horizon Technology Finance (NASDAQ:HRZN)

1. Prospect Capital (NASDAQ:PSEC)

2. Triplepoint Venture Growth Bdc (NYSE:TPVG)

3. Goldman Sachs Bdc (NYSE:GSBD)

1. Virtus Investment Partners (NYSE:VRTS)

2. Diamond Hill Investment Group (NASDAQ:DHIL)

3. Corebridge Financial (NYSE:CRBG)

Company

Stock Tools

Stock Ideas

Sectors & IndustriesFinancial ServicesAsset ManagementBest 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.

Asset Management Stocks FAQ

1. Suro Capital (NASDAQ:SSSS)

2. Federated Hermes (NYSE:FHI)

3. Horizon Technology Finance (NASDAQ:HRZN)

1. Prospect Capital (NASDAQ:PSEC)

2. Triplepoint Venture Growth Bdc (NYSE:TPVG)

3. Goldman Sachs Bdc (NYSE:GSBD)

1. Virtus Investment Partners (NYSE:VRTS)

2. Diamond Hill Investment Group (NASDAQ:DHIL)

3. Corebridge Financial (NYSE:CRBG)

Company

Stock Tools

Stock Ideas

Sectors & Industries Financial ServicesAsset Management
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.