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 91st 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
FHI	FEDERATED HERMES INC	$46.32	439,000	-20.90%	45.16	43.92	42.91	40.81	40.27	77.81	88.57	88.36	98.23	98.23	1.01	0.80	0.21	0.84
AAMI	ACADIAN ASSET MANAGEMENT INC	$39.11	375,000	55.60%	36.75	34.34	31.49	28.45	27.74	88.92	94.20	94.49	93.38	94.46	2.13	1.73	0.40	1.14
AMG	AFFILIATED MANAGERS GROUP INC	$206.96	175,000	-14.22%	200.07	192.27	183.46	173.29	179.07	80.91	94.00	92.38	98.31	95.99	6.63	5.52	1.11	1.24
BUR	BURFORD CAPITAL LTD	$14.59	2,604,000	-4.65%	13.63	12.71	13.18	13.50	13.52	63.37	95.69	94.03	95.20	93.30	0.45	0.10	0.35	1.00
TCPC	BLACKROCK TCP CAPITAL CORP	$7.87	312,000	-27.61%	7.74	7.65	7.55	7.70	8.21	58.76	85.38	83.95	81.57	82.16	0.06	0.04	0.02	0.64
WT	WISDOMTREE INC	$12.65	2,341,000	6.89%	12.00	11.18	10.15	9.43	9.95	81.96	93.36	91.82	77.18	77.44	0.73	0.60	0.13	1.03
SWKH	SWK HOLDINGS CORP	$14.91	14,500	9.02%	15.04	14.80	14.31	15.64	16.04	52.53	75.56	81.34	62.78	71.68	0.16	0.13	0.03	0.32
GECC	GREAT ELM CAPITAL CORP	$10.95	33,400	16.38%	10.83	10.74	10.63	10.51	10.40	58.09	94.20	91.81	89.31	86.90	0.09	0.06	0.03	0.25
VINP	VINCI PARTNERS INVESTMENTS LTD	$9.58	84,000	82.61%	9.60	9.59	9.70	9.77	9.96	48.78	24.82	29.50	24.11	33.73	-0.03	-0.02	-0.00	0.87
SEIC	SEI INVESTMENTS CO	$93.80	961,000	21.19%	91.67	87.95	85.14	80.51	79.85	77.37	92.34	90.67	88.30	88.81	2.61	2.13	0.48	0.94
DHIL	DIAMOND HILL INVESTMENT GROUP INC	$158.38	29,200	7.35%	151.97	146.47	141.99	141.50	149.22	76.54	96.88	95.76	99.33	98.10	4.50	3.05	1.45	0.74
PAX	PATRIA INVESTMENTS LTD	$13.88	507,000	24.26%	14.09	13.95	12.96	12.02	11.89	54.73	51.00	66.11	8.78	30.06	0.32	0.39	-0.06	1.01
VRTS	VIRTUS INVESTMENT PARTNERS INC	$202.02	185,000	5.11%	193.06	184.61	175.07	172.30	195.88	72.61	85.75	83.39	72.50	71.74	7.37	5.75	1.62	1.37
SAR	SARATOGA INVESTMENT CORP	$24.71	141,000	-53.77%	24.93	24.64	24.52	24.43	24.39	50.72	46.30	66.03	23.07	50.39	0.14	0.15	-0.01	0.60
GCMG	GCM GROSVENOR INC	$11.79	552,000	91.67%	11.57	11.66	12.21	12.66	12.45	48.16	53.33	44.27	92.71	92.71	-0.18	-0.23	0.05	0.62
IVZ	INVESCO LTD	$17.40	5,242,000	-0.44%	16.43	15.66	15.07	15.12	16.47	79.96	93.30	92.47	98.68	98.47	0.62	0.44	0.18	1.45
APAM	ARTISAN PARTNERS ASSET MANAGEMENT INC	$48.12	707,000	107.33%	46.04	44.42	42.36	40.87	42.86	79.54	95.53	93.19	100.00	99.05	1.58	1.26	0.32	1.30
GAIN	GLADSTONE INVESTMENT CORPORATION	$14.13	151,000	36.04%	14.17	14.11	14.25	13.85	13.71	48.18	48.15	51.28	42.14	52.37	-0.02	-0.03	0.00	0.68
GBDC	GOLUB CAPITAL BDC INC	$15.09	1,407,000	51.29%	14.71	14.68	14.76	14.79	15.04	60.48	94.12	88.56	100.00	98.81	0.02	-0.04	0.06	0.51
FDUS	FIDUS INVESTMENT CORP	$21.00	101,000	-17.89%	20.51	20.20	20.00	20.34	20.53	66.59	86.78	88.32	94.25	95.73	0.23	0.14	0.10	0.53
JHG	JANUS HENDERSON GROUP PLC	$41.41	1,296,000	12.01%	39.82	38.33	37.25	36.85	39.60	76.75	93.73	92.90	96.43	92.99	1.16	0.85	0.31	1.31
VCTR	VICTORY CAPITAL HOLDINGS INC	$66.24	288,000	16.13%	64.49	63.46	62.38	60.81	62.12	64.84	85.56	80.06	82.15	75.06	0.84	0.66	0.18	1.20
OXSQ	OXFORD SQUARE CAPITAL CORP	$2.28	575,000	11.22%	2.26	2.25	2.34	2.49	2.61	49.97	75.93	80.46	80.46	86.92	-0.02	-0.03	0.01	0.52
HTGC	HERCULES CAPITAL INC	$18.74	835,000	38.47%	18.44	18.21	17.90	18.41	19.13	66.43	88.47	84.70	86.08	80.68	0.21	0.16	0.05	0.80
FSK	FS KKR CAPITAL CORP	$21.59	1,169,000	24.76%	21.09	20.96	20.82	21.01	21.17	63.83	84.63	83.24	87.20	83.72	0.12	0.05	0.07	0.71
BBUC	BROOKFIELD BUSINESS CORP	$30.05	88,000	2.33%	30.92	29.97	28.95	27.40	26.22	51.49	46.26	59.42	9.98	31.64	0.59	0.71	-0.11	1.27
PX	P10 INC	$11.04	445,000	-57.09%	10.54	9.95	10.70	11.15	11.79	63.56	95.78	92.13	96.78	93.98	0.11	-0.08	0.19	0.95
PSEC	PROSPECT CAPITAL CORP	$3.32	1,734,000	31.86%	3.26	3.24	3.38	3.72	4.21	53.18	84.00	84.44	93.64	94.67	-0.02	-0.04	0.03	0.72
SII	SPROTT INC	$70.23	140,000	-9.09%	68.92	66.77	60.62	52.81	48.23	71.78	84.83	86.91	19.67	31.06	2.76	2.82	-0.06	0.84
CG	CARLYLE GROUP INC	$58.50	3,309,000	54.70%	54.24	50.81	46.82	44.86	47.91	82.84	97.96	96.37	94.14	90.84	3.05	2.35	0.70	1.59
NMFC	NEW MOUNTAIN FINANCE CORP	$10.74	455,000	54.24%	10.61	10.52	10.53	10.67	11.10	57.64	78.28	75.60	85.35	82.73	0.03	0.01	0.02	0.52
NOAH	NOAH HOLDINGS LTD	$12.04	121,000	-11.68%	11.90	12.06	10.83	10.52	11.15	55.85	44.15	29.72	30.49	17.79	0.23	0.36	-0.13	1.11
GSBD	GOLDMAN SACHS BDC INC	$11.72	1,270,000	134.75%	11.53	11.52	11.25	11.52	12.27	60.62	75.29	69.54	77.56	68.05	0.08	0.08	0.00	0.57
TSLX	SIXTH STREET SPECIALTY LENDING INC	$24.29	486,000	39.26%	23.97	23.53	22.79	22.32	21.68	65.93	87.17	85.57	67.87	69.48	0.39	0.35	0.04	0.57
ALTI	ALTI GLOBAL INC	$4.08	93,000	43.08%	4.11	4.07	3.66	3.42	3.78	59.74	58.41	64.36	6.04	9.05	0.13	0.16	-0.03	0.47
TRIN	TRINITY CAPITAL INC	$14.44	1,331,000	90.96%	14.24	14.30	14.43	14.91	14.64	53.15	59.71	53.40	60.93	51.18	-0.07	-0.08	0.01	0.63
HRZN	HORIZON TECHNOLOGY FINANCE CORP	$8.12	374,000	-23.52%	7.51	7.46	7.50	8.29	8.94	72.98	97.27	94.07	100.00	100.00	0.07	-0.03	0.11	0.67
BEN	FRANKLIN RESOURCES INC	$25.14	2,625,000	-29.05%	24.42	23.57	22.15	20.70	20.73	76.47	90.67	88.87	70.51	70.55	0.86	0.77	0.09	1.21
BCSF	BAIN CAPITAL SPECIALTY FINANCE INC	$15.41	279,000	-22.93%	15.11	15.11	15.32	15.95	16.55	55.34	83.70	74.46	91.92	85.32	-0.05	-0.10	0.05	0.59
BXSL	BLACKSTONE SECURED LENDING FUND	$31.56	961,000	43.86%	31.11	31.27	31.09	31.36	31.50	55.76	63.87	52.09	71.39	57.14	-0.04	-0.03	-0.01	0.49
MFIC	MIDCAP FINANCIAL INVESTMENT CORP	$13.02	362,000	9.04%	12.67	12.50	12.56	12.67	13.14	64.47	89.02	87.16	97.57	97.42	0.07	0.01	0.06	0.79
WHG	WESTWOOD HOLDINGS GROUP INC	$16.66	14,200	-14.46%	15.95	15.86	15.57	15.74	15.49	63.46	81.92	74.06	93.63	77.60	0.23	0.15	0.08	0.59
TPVG	TRIPLEPOINT VENTURE GROWTH BDC CORP	$7.26	193,000	-9.39%	7.06	6.98	6.78	6.90	7.17	62.03	89.39	85.57	92.52	91.64	0.09	0.06	0.03	0.76
PTMN	PORTMAN RIDGE FINANCE CORP	$12.60	58,400	178.10%	12.53	12.31	12.20	13.52	15.44	58.46	69.80	75.72	43.72	56.78	0.12	0.10	0.03	0.33
PNNT	PENNANTPARK INVESTMENT CORP	$7.12	681,000	33.53%	6.92	6.83	6.73	6.79	6.88	69.33	91.76	95.11	100.00	100.00	0.09	0.06	0.03	0.67
TPG	TPG INC	$55.99	2,127,000	49.58%	53.56	52.14	50.18	49.64	57.30	70.00	87.81	82.53	85.41	78.72	1.37	1.11	0.25	1.49
TROW	PRICE T ROWE GROUP INC	$102.96	1,764,000	0.40%	99.06	96.30	94.84	94.70	104.54	71.84	91.71	89.79	94.98	89.63	2.01	1.32	0.69	1.35
AB	ALLIANCEBERNSTEIN HOLDING LP	$41.67	141,000	36.89%	41.00	40.51	40.36	38.81	37.77	59.83	67.76	70.48	64.56	69.73	0.37	0.29	0.08	0.96
BX	BLACKSTONE INC	$164.06	5,579,000	47.83%	154.24	146.80	142.61	142.86	157.95	76.29	99.05	96.23	98.29	94.06	5.22	3.52	1.70	1.58
OFS	OFS CAPITAL CORP	$8.46	62,000	-40.38%	8.52	8.66	8.61	8.68	8.43	45.55	25.99	30.76	34.49	36.92	-0.03	-0.02	-0.01	0.47
WHF	WHITEHORSE FINANCE INC	$9.05	45,000	-69.18%	8.92	8.98	9.11	9.54	10.17	51.36	50.96	47.03	65.89	64.18	-0.03	-0.07	0.03	0.39
BLK	BLACKROCK INC	$1,104.05	468,000	38.87%	1,067.86	1,027.33	988.04	957.71	982.61	80.20	96.35	94.59	93.47	91.42	31.45	24.92	6.54	1.19
AMP	AMERIPRISE FINANCIAL INC	$542.51	408,000	16.24%	536.61	524.99	512.42	501.61	516.45	67.18	79.62	78.35	71.01	71.01	8.85	7.80	1.05	1.21
CSWC	CAPITAL SOUTHWEST CORP	$23.14	609,000	25.05%	22.45	21.80	21.15	21.39	22.36	74.66	94.25	94.07	93.86	93.10	0.53	0.40	0.13	0.68
GLAD	GLADSTONE CAPITAL CORP	$28.32	71,000	30.28%	27.41	27.04	26.52	26.64	26.67	73.74	92.91	92.32	100.00	100.00	0.40	0.26	0.14	0.70
ARES	ARES MANAGEMENT CORP	$180.13	760,000	-18.02%	175.52	171.53	167.60	159.53	167.13	67.34	86.26	81.02	78.63	72.08	3.31	2.78	0.53	1.42
BK	BANK OF NEW YORK MELLON CORP	$93.66	4,662,000	16.78%	92.02	91.12	88.77	85.50	82.02	65.09	89.01	88.48	84.15	83.75	1.28	1.16	0.12	0.90
MRCC	MONROE CAPITAL CORP	$6.44	70,000	59.09%	6.38	6.41	6.48	7.14	7.71	50.59	40.28	41.30	63.67	64.10	-0.04	-0.05	0.02	0.40
SLRC	SLR INVESTMENT CORP	$16.36	210,000	19.32%	16.20	16.25	16.28	16.43	16.24	52.66	78.80	70.08	83.49	79.37	-0.04	-0.05	0.01	0.60
BAM	BROOKFIELD ASSET MANAGEMENT LTD	$56.57	1,470,000	-36.42%	55.60	55.22	56.01	53.44	53.87	55.91	72.76	70.34	66.78	63.63	0.12	-0.01	0.14	1.26
CGBD	CARLYLE SECURED LENDING INC	$14.12	682,000	147.10%	13.86	13.88	14.01	15.12	16.32	55.80	59.55	56.10	91.64	82.44	-0.04	-0.08	0.04	0.63
SAMG	SILVERCREST ASSET MANAGEMENT GROUP INC	$16.61	18,100	0.56%	16.32	15.69	15.22	15.92	16.86	67.25	89.91	87.61	90.63	88.58	0.44	0.35	0.10	0.79
OWL	BLUE OWL CAPITAL INC	$19.60	5,927,000	60.32%	19.38	19.12	18.93	19.28	21.15	59.43	79.36	77.94	81.05	76.08	0.17	0.13	0.04	1.39
CNS	COHEN & STEERS INC	$77.58	285,000	45.41%	77.10	76.38	77.54	78.68	87.13	52.94	72.33	70.57	74.23	72.75	0.08	-0.12	0.20	1.09
STT	STATE STREET CORP	$110.21	1,829,000	13.81%	108.30	103.77	98.68	93.73	94.56	77.51	90.34	90.76	76.37	82.09	3.64	3.24	0.40	1.15
WTF	WATON FINANCIAL LTD	$5.23	27,800	-56.83%	5.62	5.72	6.21	N/A	N/A	29.10	11.67	14.16	78.90	82.24	-0.28	-0.24	-0.04	0.71
SSSS	SURO CAPITAL CORP	$8.54	229,000	38.79%	8.25	7.90	6.78	6.07	5.66	73.68	80.53	73.38	50.92	42.70	0.46	0.47	-0.01	0.96
STEP	STEPSTONE GROUP INC	$60.20	525,000	-8.06%	57.18	55.78	56.32	54.60	58.09	67.80	95.12	94.14	100.00	100.00	0.78	0.23	0.55	1.38
CCAP	CRESCENT CAPITAL BDC INC	$14.47	250,000	-27.75%	14.28	14.36	15.12	16.06	17.54	47.41	50.93	37.54	77.48	62.96	-0.23	-0.29	0.05	0.46
SCM	STELLUS CAPITAL INVESTMENT CORP	$14.84	172,000	52.21%	14.30	14.00	13.54	13.73	13.86	78.95	97.38	95.67	100.00	100.00	0.32	0.23	0.08	0.50
PFLT	PENNANTPARK FLOATING RATE CAPITAL LTD	$10.74	822,000	52.79%	10.45	10.38	10.26	10.48	10.84	67.43	94.92	90.78	97.20	92.55	0.09	0.05	0.04	0.63
CRBG	COREBRIDGE FINANCIAL INC	$34.56	2,022,000	-17.37%	35.18	33.91	32.78	31.82	31.45	56.22	67.43	74.05	24.72	43.96	0.72	0.75	-0.03	1.27
ARCC	ARES CAPITAL CORP	$22.78	3,482,000	24.40%	22.24	21.94	21.70	21.73	21.81	71.50	96.43	94.56	98.66	96.22	0.23	0.14	0.09	0.70
MAIN	MAIN STREET CAPITAL CORP	$62.23	471,000	27.30%	60.35	59.20	56.80	56.73	55.91	75.57	94.76	94.95	94.90	92.66	1.30	1.08	0.22	0.73
MAAS	MAASE INC	$4.36	81,000	17.39%	3.65	3.85	4.16	6.48	16.25	52.52	14.14	10.89	31.00	27.71	-0.05	-0.08	0.03	0.29
BN	BROOKFIELD CORP	$63.96	2,427,000	-28.68%	62.57	60.90	58.81	55.86	56.38	67.04	78.31	78.64	49.38	55.64	1.48	1.33	0.16	1.33
PFG	PRINCIPAL FINANCIAL GROUP INC	$81.60	898,000	-11.53%	80.35	78.52	78.19	79.61	81.54	63.25	88.55	86.12	90.05	88.62	1.04	0.66	0.38	1.05
NTRS	NORTHERN TRUST CORP	$126.62	1,656,000	2.99%	127.40	120.27	110.57	104.69	103.93	65.18	71.90	76.66	13.73	33.59	5.65	5.60	0.05	1.07
HLNE	HAMILTON LANE INC	$153.23	457,000	73.76%	146.30	143.35	153.95	150.34	160.45	60.25	94.93	93.14	100.00	98.26	-0.64	-2.31	1.66	1.29
APO	APOLLO GLOBAL MANAGEMENT INC	$148.21	3,079,000	11.56%	143.44	139.42	136.81	136.73	147.36	66.75	94.36	90.45	96.56	87.79	3.13	2.23	0.90	1.44
CION	CION INVESTMENT CORP	$9.79	355,000	22.84%	9.66	9.44	9.53	10.21	10.92	61.43	78.16	77.68	66.20	68.41	0.09	0.04	0.05	0.78
KKR	KKR & CO INC	$143.05	3,763,000	25.64%	136.06	130.07	124.37	120.22	133.94	73.54	94.86	91.44	87.56	81.99	4.87	3.78	1.10	1.60
INV	INNVENTURE INC	$4.95	47,000	-19.80%	4.88	5.11	5.00	5.90	8.83	46.52	32.73	31.16	44.81	41.67	-0.10	-0.06	-0.03	0.06
GEG	GREAT ELM GROUP INC	$2.11	2,600	52.94%	2.08	2.14	2.07	1.98	1.90	49.80	36.49	33.48	27.17	22.69	-0.00	0.01	-0.01	0.24
CWD	CALIBERCOS INC	$3.29	7,400	111.43%	3.39	3.47	3.76	7.26	9.58	41.77	11.08	15.41	29.16	35.81	-0.21	-0.24	0.03	0.41
PWM	PRESTIGE WEALTH INC	$0.44	226,000	-9.24%	0.40	0.39	0.40	0.45	0.80	56.42	18.79	17.88	49.46	47.93	0.01	-0.00	0.01	0.73
AMTD	AMTD IDEA GROUP	$1.01	21,000	183.78%	1.02	1.01	1.02	1.03	1.13	48.95	44.32	46.32	30.82	32.36	-0.00	-0.00	-0.00	0.09
RMCO	ROYALTY MANAGEMENT HOLDING CORP	$1.36	123,000	133.40%	1.39	1.28	1.18	1.13	1.08	54.59	33.36	37.56	6.32	17.13	0.08	0.07	0.01	0.23
STEC	SANTECH HOLDINGS LTD	$0.85	3,600	-56.10%	0.85	0.92	0.98	1.13	0.98	42.35	32.98	30.76	66.64	60.84	-0.04	-0.04	-0.00	-0.18
MGLD	MARYGOLD COMPANIES INC	$0.82	3,100	-16.22%	0.80	0.86	0.88	0.92	1.17	46.90	11.49	9.35	11.38	7.24	-0.03	-0.02	-0.01	0.12
ICMB	INVESTCORP CREDIT MANAGEMENT BDC INC	$2.85	12,600	-0.79%	2.79	2.81	2.83	2.96	3.03	53.51	55.79	42.16	62.61	43.82	-0.01	-0.01	0.01	0.29
HNNA	HENNESSY ADVISORS INC	$12.29	9,200	26.03%	12.50	11.96	11.24	10.89	11.04	58.36	78.21	83.58	34.99	48.56	0.44	0.42	0.01	0.30
BRDG	BRIDGE INVESTMENT GROUP HOLDINGS INC	$10.47	319,000	-55.32%	10.12	9.83	9.64	9.46	9.35	66.66	94.81	90.62	94.19	84.56	0.23	0.17	0.06	1.13
RAND	RAND CAPITAL CORP	$16.68	4,300	95.45%	16.19	15.81	16.50	18.89	18.72	60.74	85.96	80.29	100.00	98.46	0.08	-0.12	0.20	0.12
TGE	GENERATION ESSENTIALS GROUP	$6.28	137,000	71.25%	7.25	7.76	9.33	9.71	9.82	34.91	15.90	20.30	11.14	27.51	-0.83	-0.74	-0.10	-0.10
AC	ASSOCIATED CAPITAL GROUP INC	$37.53	7,300	630.00%	37.48	37.45	37.16	36.55	36.35	52.89	29.31	28.91	40.18	40.01	0.07	0.10	-0.03	0.58
BCG	BINAH CAPITAL GROUP INC	$1.97	22,500	90.68%	1.99	2.01	2.16	2.12	2.35	39.99	21.53	16.48	46.11	42.75	-0.05	-0.06	0.00	-0.07
EQS	EQUUS TOTAL RETURN INC	$1.42	10,500	218.18%	1.38	1.37	1.15	1.13	1.19	64.55	89.24	79.58	50.95	42.43	0.06	0.07	-0.01	0.11
LRFC	LOGAN RIDGE FINANCE CORP	$19.12	25,300	386.54%	18.92	18.34	17.99	19.97	22.33	62.11	88.25	90.36	57.09	69.51	0.31	0.26	0.06	0.25
BENF	BENEFICIENT	$0.30	549,000	-91.81%	0.30	0.29	0.31	0.32	0.64	49.49	37.58	42.44	77.80	75.05	-0.00	-0.01	0.00	0.29

Asset Management Stocks FAQ

What are the best asset management stocks to buy right now in Jul 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. Federated Hermes (NYSE:FHI)

Federated Hermes (NYSE:FHI) 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 Federated Hermes (NYSE:FHI) is: Value: C, Growth: B, Momentum: C, Sentiment: B, Safety: C, Financials: A, and AI: C.

Federated Hermes (NYSE:FHI) has a Due Diligence Score of 48, which is 15 points higher than the asset management industry average of 33.

FHI passed 18 out of 38 due diligence checks and has strong fundamentals. Federated Hermes has seen its stock return 41.91% over the past year, overperforming other asset management stocks by 30 percentage points.

Federated Hermes has an average 1 year price target of $41.80, a downside of -9.76% from Federated Hermes's current stock price of $46.32.

Federated Hermes stock has a consensus Hold recommendation according to Wall Street analysts. Of the 5 analysts covering Federated Hermes, 0% have issued a Strong Buy rating, 20% have issued a Buy, 60% have issued a hold, while 0% have issued a Sell rating, and 20% 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 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 Acadian Asset Management (NYSE:AAMI) is: Value: C, Growth: C, Momentum: B, Sentiment: A, Safety: C, Financials: B, and AI: B.

Acadian Asset Management (NYSE:AAMI) has a Due Diligence Score of 44, which is 11 points higher than the asset management industry average of 33.

AAMI passed 18 out of 38 due diligence checks and has strong fundamentals. Acadian Asset Management has seen its stock return 71.61% over the past year, overperforming other asset management stocks by 60 percentage points.

Acadian Asset Management has an average 1 year price target of $30.33, a downside of -22.44% from Acadian Asset Management's current stock price of $39.11.

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.

3. Affiliated Managers Group (NYSE:AMG)

Affiliated Managers Group (NYSE:AMG) 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 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 45, which is 12 points higher than the asset management industry average of 33.

AMG passed 18 out of 38 due diligence checks and has strong fundamentals. Affiliated Managers Group has seen its stock return 29.72% over the past year, overperforming other asset management stocks by 18 percentage points.

Affiliated Managers Group has an average 1 year price target of $202.60, a downside of -2.11% from Affiliated Managers Group's current stock price of $206.96.

Affiliated Managers Group stock has a consensus Buy recommendation according to Wall Street analysts. Of the 5 analysts covering Affiliated Managers Group, 40% have issued a Strong Buy rating, 20% have issued a Buy, 40% 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 82 asset management stocks that have issued dividends in the past year, the 3 asset management stocks with the highest dividend yields are:

1. Noah Holdings (NYSE:NOAH)

Noah Holdings (NYSE:NOAH) has an annual dividend yield of N/A, which is N/A percentage points lower than the asset management industry average of 6.35%. Noah Holdings's dividend payout is stable, having never dropped by more than 10% in the last 10 years. Noah Holdings's dividend has shown consistent growth over the last 10 years.

2. Portman Ridge Finance (NASDAQ:PTMN)

Portman Ridge Finance (NASDAQ:PTMN) has an annual dividend yield of 18.97%, which is 13 percentage points higher than the asset management industry average of 6.35%. Portman Ridge Finance's dividend payout is not stable, having dropped more than 10% six times in the last 10 years. Portman Ridge Finance's dividend has shown consistent growth over the last 10 years.

Portman Ridge Finance's dividend payout ratio of -231% indicates that its high dividend yield might not be sustainable for the long-term.

3. Prospect Capital (NASDAQ:PSEC)

Prospect Capital (NASDAQ:PSEC) has an annual dividend yield of 18.07%, which is 12 percentage points higher than the asset management industry average of 6.35%. 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 -73.3% 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 1.35% in the last day, and up 1.51% over the last week. Carlyle Group was the among the top gainers in the asset management industry, gaining 2.87% yesterday.

Carlyle Group shares are trading higher after Citigroup upgraded the stock from Neutral to Buy and raised its price target from $44 to $65.

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 B. 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 -11.07% in the past year. It has underperformed other stocks in the asset management industry by -23 percentage points.

2. Trinity Capital (NASDAQ:TRIN)

Trinity Capital (NASDAQ:TRIN) 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.

Trinity Capital has a valuation score of 43, which is 4 points higher than the asset management industry average of 39. It passed 3 out of 7 valuation due diligence checks.

Trinity Capital's stock has gained 2.56% in the past year. It has underperformed other stocks in the asset management industry by -9 percentage points.

3. Triplepoint Venture Growth Bdc (NYSE:TPVG)

Triplepoint Venture Growth Bdc (NYSE:TPVG) 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.

Triplepoint Venture Growth Bdc 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.

Triplepoint Venture Growth Bdc's stock has dropped -10.7% in the past year. It has underperformed other stocks in the asset management industry by -22 percentage points.

Are asset management stocks a good buy now?

35.71% of asset management stocks rated by analysts are a hold right now. On average, analysts expect asset management stocks to fall by -0.4% over the next year.

1.2% of asset management stocks have a Zen Rating of A (Strong Buy), 4.82% of asset management stocks are rated B (Buy), 78.31% are rated C (Hold), 13.25% are rated D (Sell), and 2.41% 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 143.02x.

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. Federated Hermes (NYSE:FHI)

2. Acadian Asset Management (NYSE:AAMI)

3. Affiliated Managers Group (NYSE:AMG)

1. Noah Holdings (NYSE:NOAH)

2. Portman Ridge Finance (NASDAQ:PTMN)

3. Prospect Capital (NASDAQ:PSEC)

1. Virtus Investment Partners (NYSE:VRTS)

2. Trinity Capital (NASDAQ:TRIN)

3. Triplepoint Venture Growth Bdc (NYSE:TPVG)

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. Federated Hermes (NYSE:FHI)

2. Acadian Asset Management (NYSE:AAMI)

3. Affiliated Managers Group (NYSE:AMG)

1. Noah Holdings (NYSE:NOAH)

2. Portman Ridge Finance (NASDAQ:PTMN)

3. Prospect Capital (NASDAQ:PSEC)

1. Virtus Investment Partners (NYSE:VRTS)

2. Trinity Capital (NASDAQ:TRIN)

3. Triplepoint Venture Growth Bdc (NYSE:TPVG)

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.