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 104th ranked industry out of 145 stock market industries
Learn how the Zen Ratings work
Ticker
Company
DD Score
Valuation Score
Financials Score
Forecast Score
Performance Score
Dividends Score
AAMI
ACADIAN ASSET MANAGEMENT INC
37
14
0
89
40
40
VCTR
VICTORY CAPITAL HOLDINGS INC
58
71
43
56
40
80
BEN
FRANKLIN RESOURCES INC
37
43
29
44
10
60
WHG
WESTWOOD HOLDINGS GROUP INC
31
29
57
0
30
40
AMG
AFFILIATED MANAGERS GROUP INC
43
29
43
56
70
20

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Use Due Diligence Score to quickly analyze stock fundamentals, even if you don't have a finance background. We run time-tested due diligence checks inspired by legendary investors like Warren Buffett, and score each company based on how many they pass/fail.

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Asset Management Stocks FAQ

What are the best asset management stocks to buy right now in Jul 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 +28.5% per year. Learn more.

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

Acadian Asset Management (NYSE:AAMI) has a Due Diligence Score of 37, which is 6 points higher than the asset management industry average of 31.

AAMI passed 15 out of 38 due diligence checks and has average fundamentals. Acadian Asset Management has seen its stock return 108.35% over the past year, overperforming other asset management stocks by 111 percentage points.

Acadian Asset Management has an average 1 year price target of $72.00, a downside of -12.54% from Acadian Asset Management's current stock price of $82.32.

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. Victory Capital Holdings (NASDAQ:VCTR)


Victory Capital Holdings (NASDAQ:VCTR) 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 +17.17% per year. Learn more.

The Component Grade breakdown for Victory Capital Holdings (NASDAQ:VCTR) is: Value: C, Growth: B, Momentum: B, Sentiment: B, Safety: C, Financials: B, and AI: B.

Victory Capital Holdings (NASDAQ:VCTR) has a Due Diligence Score of 58, which is 27 points higher than the asset management industry average of 31.

VCTR passed 21 out of 38 due diligence checks and has strong fundamentals. Victory Capital Holdings has seen its stock return 41.9% over the past year, overperforming other asset management stocks by 44 percentage points.

Victory Capital Holdings has an average 1 year price target of $86.25, a downside of -10.17% from Victory Capital Holdings's current stock price of $96.01.

Victory Capital Holdings stock has a consensus Hold recommendation according to Wall Street analysts. Of the 4 analysts covering Victory Capital Holdings, 0% have issued a Strong Buy rating, 25% have issued a Buy, 75% have issued a hold, while 0% have issued a Sell rating, and 0% have issued a Strong Sell.

3. Franklin Resources (NYSE:BEN)


Franklin Resources (NYSE:BEN) 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 +17.17% per year. Learn more.

The Component Grade breakdown for Franklin Resources (NYSE:BEN) is: Value: C, Growth: B, Momentum: C, Sentiment: A, Safety: A, Financials: C, and AI: C.

Franklin Resources (NYSE:BEN) has a Due Diligence Score of 37, which is 6 points higher than the asset management industry average of 31.

BEN passed 13 out of 38 due diligence checks and has average fundamentals. Franklin Resources has seen its stock return 31.84% over the past year, overperforming other asset management stocks by 34 percentage points.

Franklin Resources has an average 1 year price target of $34.67, an upside of 7.06% from Franklin Resources's current stock price of $32.38.

Franklin Resources stock has a consensus Buy recommendation according to Wall Street analysts. Of the 6 analysts covering Franklin Resources, 33.33% have issued a Strong Buy rating, 0% have issued a Buy, 50% have issued a hold, while 16.67% 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. Oxford Square Capital (NASDAQ:OXSQ)


Oxford Square Capital (NASDAQ:OXSQ) has an annual dividend yield of 28.77%, which is 19 percentage points higher than the asset management industry average of 9.52%. 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.

2. Pennantpark Investment (NYSE:PNNT)


Pennantpark Investment (NYSE:PNNT) has an annual dividend yield of 28.22%, which is 19 percentage points higher than the asset management industry average of 9.52%. 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 480% indicates that its high dividend yield might not be sustainable for the long-term.

3. Blackrock Tcp Capital (NASDAQ:TCPC)


Blackrock Tcp Capital (NASDAQ:TCPC) has an annual dividend yield of 27.59%, which is 18 percentage points higher than the asset management industry average of 9.52%. Blackrock Tcp Capital's dividend payout is not stable, having dropped more than 10% six times in the last 10 years. Blackrock Tcp Capital's dividend has not shown consistent growth over the last 10 years.

Blackrock Tcp Capital's dividend payout ratio of -67.1% indicates that its high dividend yield might not be sustainable for the long-term.

Why are asset management stocks down?

Asset management stocks were down -0.17% in the last day, and down -3% over the last week. Northern Trust was the among the top losers in the asset management industry, dropping -3.46% yesterday.

Northern Trust shares are trading lower after the company reported worse-than-expected Q2 EPS results.

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. Noah Holdings (NYSE:NOAH)


Noah Holdings (NYSE:NOAH) 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.

Noah Holdings has a valuation score of 14, which is -17 points higher than the asset management industry average of 31. It passed 1 out of 7 valuation due diligence checks. Although this number is below the industry average, our proven quant model rates NOAH a Valuation Rating of "A".

Noah Holdings's stock has dropped -27.84% in the past year. It has underperformed other stocks in the asset management industry by -25 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 12 points higher than the asset management industry average of 31. It passed 3 out of 7 valuation due diligence checks.

Triplepoint Venture Growth Bdc's stock has dropped -36.65% in the past year. It has underperformed other stocks in the asset management industry by -34 percentage points.

3. Virtus Investment Partners (NYSE:VRTS)


Virtus Investment Partners (NYSE:VRTS) 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.

Virtus Investment Partners has a valuation score of 71, which is 40 points higher than the asset management industry average of 31. It passed 5 out of 7 valuation due diligence checks.

Virtus Investment Partners's stock has dropped -22.12% in the past year. It has underperformed other stocks in the asset management industry by -20 percentage points.

Are asset management stocks a good buy now?

34.72% of asset management stocks rated by analysts are a buy right now. On average, analysts expect asset management stocks to rise by 16.36% 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 32.22x.
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