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 109th ranked industry out of 145 stock market industries
Learn how the Zen Ratings work
Ticker
Company
Zen Rating
Financials
Market Cap
ROE
ROA
ROCE
ROIC
D/E
Current Ratio
Gross Margin
Profit Margin
Operating Margin
AMG
AFFILIATED MANAGERS GROUP INC
$7.35B22.00%8.00%N/A16.90%1.48N/A100.00%34.50%54.73%
SII
SPROTT INC
$3.54B19.50%14.80%21.39%77.80%0.431.9341.00%23.60%32.12%
VCTR
VICTORY CAPITAL HOLDINGS INC
$4.33B12.80%7.10%N/A38.10%0.75N/A54.40%20.70%37.75%
GCMG
GCM GROSVENOR INC
$1.96B-863.70%6.70%N/A8.40%25.43N/A100.00%8.10%14.54%
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC
$2.89B73.50%19.40%N/A27.20%1.81N/A100.00%24.30%34.27%
AAMI
ACADIAN ASSET MANAGEMENT INC
$1.86B85.40%11.50%N/A15.40%7.06N/A100.00%14.20%24.53%
BEN
FRANKLIN RESOURCES INC
$12.33B5.10%1.90%N/A3.10%1.50N/A100.00%7.00%10.97%
WT
WISDOMTREE INC
$1.97B26.50%8.60%14.03%24.30%2.661.75100.00%22.10%34.96%
PAX
PATRIA INVESTMENTS LTD
$1.81BN/AN/AN/AN/AN/AN/A52.20%26.20%37.53%
RPC
RIDGEPOST CAPITAL INC
$772.01M5.70%2.10%N/A9.00%1.49N/A100.00%6.60%18.93%
VINP
VINCI COMPASS INVESTMENTS LTD
$727.17M11.40%6.10%10.90%13.00%1.005.13100.00%22.30%40.37%
CSWC
CAPITAL SOUTHWEST CORP
$1.32B11.00%5.20%N/A3.90%1.13N/A100.00%45.50%50.70%
FHI
FEDERATED HERMES INC
$4.28B35.30%18.80%28.69%78.20%0.812.75100.00%22.40%30.51%
CCAP
CRESCENT CAPITAL BDC INC
$469.66M4.80%2.10%N/A1.40%1.30N/A45.10%20.60%21.63%
SEIC
SEI INVESTMENTS CO
$9.58B30.30%25.30%31.84%70.10%0.233.29100.00%31.10%39.81%
HTGC
HERCULES CAPITAL INC
$2.60B15.90%7.90%N/A6.80%1.07N/A100.00%63.80%82.20%
NOAH
NOAH HOLDINGS LTD
$797.13M6.60%5.60%9.25%14.70%0.174.7749.50%25.90%37.33%
CG
CARLYLE GROUP INC
$17.07B14.20%3.10%N/A3.30%3.83N/A53.80%16.90%24.00%
IVZ
INVESCO LTD
$10.64B-8.50%-4.20%N/A-3.60%1.15N/A100.00%-18.40%-13.30%
WHF
WHITEHORSE FINANCE INC
$156.75M5.30%2.20%N/A1.50%1.37N/A44.20%19.70%19.73%
AMP
AMERIPRISE FINANCIAL INC
$40.86B58.10%1.90%N/A2.70%28.15N/A48.40%19.30%26.14%
HLNE
HAMILTON LANE INC
$5.55B29.40%12.20%N/A16.60%0.96N/A100.00%30.60%42.34%
OWL
BLUE OWL CAPITAL INC
$13.93B3.40%0.60%N/A3.90%2.91N/A54.50%2.70%9.93%
FDUS
FIDUS INVESTMENT CORP
$659.27M11.70%6.30%N/A6.50%0.92N/A73.60%52.90%74.59%
TPG
TPG INC
$15.41B17.80%1.50%N/A2.90%7.89N/A32.90%4.00%7.79%
AB
ALLIANCEBERNSTEIN HOLDING LP
$3.37B18.80%18.70%N/A20.80%0.00N/A100.00%90.10%100.00%
BENF
BENEFICIENT
$52.45MN/A-14.80%N/A-7.80%-2.09N/A100.00%179.10%119.22%
TROW
PRICE T ROWE GROUP INC
$19.36B19.60%14.50%N/A31.90%0.21N/A55.50%28.50%37.65%
ALTI
ALTI GLOBAL INC
$501.55M-25.10%-13.50%N/A-37.60%0.45N/A19.10%-74.10%-65.10%
VRTS
VIRTUS INVESTMENT PARTNERS INC
$872.09M15.20%3.60%N/A6.60%3.48N/A100.00%16.20%41.28%
PSEC
PROSPECT CAPITAL CORP
$1.23B-11.70%-5.30%N/A-1.10%0.66N/A75.40%-53.10%-14.47%
BN
BROOKFIELD CORP
$97.14B2.80%0.30%N/A2.90%7.37N/A24.10%1.70%26.02%
NTRS
NORTHERN TRUST CORP
$26.08B13.10%1.00%N/A1.90%12.67N/A100.00%20.90%28.90%
BCIC
BCP INVESTMENT CORP
$92.28M5.90%2.30%N/A4.30%1.50N/A84.70%18.80%52.48%
NCDL
NUVEEN CHURCHILL DIRECT LENDING CORP
$651.42M7.40%3.10%N/A2.10%1.35N/A49.00%31.60%31.73%
CION
CION INVESTMENT CORP
$349.94M-2.80%-1.10%N/A2.30%1.62N/A78.80%-8.60%28.99%
BAM
BROOKFIELD ASSET MANAGEMENT LTD
$70.23B29.60%15.40%N/A15.30%0.83N/A68.50%51.60%54.95%
OFS
OFS CAPITAL CORP
$43.14M-23.40%-8.60%N/A-2.70%1.81N/A81.50%-81.30%-40.75%
STEP
STEPSTONE GROUP INC
$5.64BN/A-11.00%N/A-16.00%-12.47N/A-46.40%-30.70%-37.77%
HRZN
HORIZON TECHNOLOGY FINANCE CORP
$201.26M-0.90%-0.30%N/A2.70%1.55N/A87.80%-2.80%32.50%
CRBG
COREBRIDGE FINANCIAL INC
$11.31B-2.90%-0.10%N/A0.00%30.27N/A21.10%-2.00%0.19%
CNS
COHEN & STEERS INC
$3.24B28.50%18.80%N/A24.00%0.43N/A86.90%27.60%36.04%
KKR
KKR & CO INC
$81.05B7.70%0.60%N/A1.50%10.63N/A44.90%11.60%32.86%
BLK
BLACKROCK INC
$151.82B10.60%3.60%N/A7.60%1.94N/A46.70%22.90%32.39%
STT
STATE STREET CORP
$35.20B9.90%0.70%N/A1.30%12.15N/A100.00%19.50%25.12%
SLRC
SLR INVESTMENT CORP
$771.95M9.30%3.60%N/A4.90%1.58N/A75.80%42.30%73.41%
OXSQ
OXFORD SQUARE CAPITAL CORP
$149.64M-12.30%-6.30%N/A-2.40%1.11N/A89.60%-46.40%-23.52%
PSBD
PALMER SQUARE CAPITAL BDC INC
$325.41M-11.50%-4.40%N/A-0.30%1.63N/A86.70%-45.50%-5.29%
APO
APOLLO GLOBAL MANAGEMENT INC
$64.33B16.20%0.80%N/A1.20%17.93N/A39.90%10.60%15.68%
BX
BLACKSTONE INC
$80.14B36.20%6.50%N/A8.60%2.98N/A61.10%20.90%32.20%
PNNT
PENNANTPARK INVESTMENT CORP
$299.71M5.40%2.00%N/A3.60%1.83N/A80.20%22.20%59.11%
PFG
PRINCIPAL FINANCIAL GROUP INC
$19.02B10.30%0.40%N/A0.40%27.68N/A43.80%7.60%8.61%
BK
BANK OF NEW YORK MELLON CORP
$80.99B12.10%1.10%N/A1.90%9.65N/A100.00%26.40%34.98%
SAR
SARATOGA INVESTMENT CORP
$352.33M9.60%3.20%N/A5.00%1.90N/A78.80%30.60%70.18%
TPVG
TRIPLEPOINT VENTURE GROWTH BDC CORP
$189.09M14.00%6.20%N/A6.40%1.37N/A85.10%54.10%83.28%
MAIN
MAIN STREET CAPITAL CORP
$4.94B16.90%9.20%N/A8.30%0.90N/A100.00%87.10%111.47%
NMFC
NEW MOUNTAIN FINANCE CORP
$778.23M1.30%0.50%N/A3.00%1.45N/A82.80%5.00%43.00%
SAMG
SILVERCREST ASSET MANAGEMENT GROUP INC
$155.68M7.70%3.10%N/A12.20%1.63N/A100.00%3.90%6.39%
GSBD
GOLDMAN SACHS BDC INC
$1.03B8.00%3.50%N/A4.50%1.38N/A83.70%32.60%64.24%
GECC
GREAT ELM CAPITAL CORP
$69.57M-24.20%-8.40%N/A-2.30%2.02N/A82.50%-63.60%-26.77%
GAIN
GLADSTONE INVESTMENT CORPORATION
$559.90M22.70%10.80%N/A9.60%1.08N/A60.00%118.60%154.64%
CGBD
CARLYLE SECURED LENDING INC
$792.29M5.80%2.60%N/A4.10%1.39N/A78.20%27.10%61.85%
TRIN
TRINITY CAPITAL INC
$1.20B14.10%6.30%N/A6.60%1.27N/A82.50%46.20%73.61%
BCSF
BAIN CAPITAL SPECIALTY FINANCE INC
$793.34M8.70%3.70%N/A4.50%1.38N/A79.80%36.10%67.01%
GBDC
GOLUB CAPITAL BDC INC
$3.28B8.30%3.70%N/A4.40%1.28N/A81.20%38.60%70.92%
GLAD
GLADSTONE CAPITAL CORP
$387.02M7.50%4.20%N/A4.80%0.87N/A80.60%38.90%62.00%
TSLX
SIXTH STREET SPECIALTY LENDING INC
$1.68B10.60%4.90%N/A5.90%1.13N/A80.10%38.00%68.10%
PFLT
PENNANTPARK FLOATING RATE CAPITAL LTD
$799.70M3.20%1.30%N/A3.30%1.61N/A81.10%13.00%50.42%
MFIC
MIDCAP FINANCIAL INVESTMENT CORP
$1.01B4.60%1.90%N/A3.60%1.54N/A87.90%19.70%59.29%
SCM
STELLUS CAPITAL INVESTMENT CORP
$266.31M7.20%2.60%N/A3.90%1.81N/A78.20%26.50%62.24%
BXSL
BLACKSTONE SECURED LENDING FUND
$5.60B9.00%4.00%N/A4.50%1.35N/A81.20%39.70%67.90%
BUR
BURFORD CAPITAL LTD
$1.68B2.50%1.00%N/A2.60%1.44N/A100.00%15.10%54.54%
FSK
FS KKR CAPITAL CORP
$2.81B0.20%0.10%N/A2.20%1.35N/A77.50%0.70%31.27%
ARCC
ARES CAPITAL CORP
$12.90B9.20%4.40%N/A4.60%1.18N/A75.40%42.60%66.19%
BBUC
BROOKFIELD BUSINESS CORP
$2.23BN/A-6.00%-2.73%-3.40%-29.370.508.50%-13.90%-4.25%
ARES
ARES MANAGEMENT CORP
$23.42B9.70%1.50%N/A4.40%4.66N/A100.00%7.60%26.66%
TCPC
BLACKROCK TCP CAPITAL CORP
$304.44M-12.40%-4.90%N/A-0.80%1.76N/A92.80%-44.10%-11.32%
SSSS
SURO CAPITAL CORP
$251.08M24.00%17.60%N/A17.40%0.34N/A100.00%2,894.40%3,184.82%
INV
INNVENTURE INC
$261.76M-115.80%-47.40%-67.31%-1,715.90%0.790.39-547.60%-18,775.70%-18,881.42%
MLCI
MOUNT LOGAN CAPITAL INC
$43.22M-62.40%-3.80%N/A-3.30%16.60N/A41.80%-113.60%-91.68%
SWKH
SWK HOLDINGS CORP
$202.85M-1.00%-0.90%9.32%8.30%0.169.41100.00%-6.10%60.09%
EQS
EQUUS TOTAL RETURN INC
$25.56M-47.90%-44.20%N/A-41.40%0.19N/A-93.00%-1,082.00%-1,043.79%
TGE
GENERATION ESSENTIALS GROUP
$67.46M9.10%5.30%4.45%8.20%0.562.1384.70%20.20%31.38%
WHG
WESTWOOD HOLDINGS GROUP INC
$149.57M5.80%4.70%N/A12.00%0.28N/A100.00%7.20%9.88%
GROW
U S GLOBAL INVESTORS INC
$36.40M0.20%0.20%3.98%8.90%0.0719.42100.00%1.10%20.40%
JHG
JANUS HENDERSON GROUP PLC
$8.03B16.90%10.70%14.72%53.10%0.424.18100.00%26.30%35.06%
GEG
GREAT ELM GROUP INC
$60.90M-21.30%-9.40%-7.64%-6.70%1.3610.3231.00%-60.60%-41.81%
WTF
WATON FINANCIAL LTD
$151.47M-102.70%-42.80%-67.18%-1,694.00%1.491.5762.70%-197.10%-191.12%
AURE
AURELION INC
$14.81M-1,653.60%-714.90%7,832.22%-1,569.20%-1.110.10100.00%-1,273.00%-1,279.33%
CWD
CALIBERCOS INC
$7.49MN/A-29.00%N/A-12.20%18.28N/A-19.30%-103.30%-76.14%
AMTD
AMTD IDEA GROUP
$80.76M4.00%2.50%2.58%2.70%0.298.1567.60%37.00%38.59%
DHIL
DIAMOND HILL INVESTMENT GROUP INC
$467.06M28.00%19.50%N/A30.70%0.48N/A48.10%33.10%45.33%
BCG
BINAH CAPITAL GROUP INC
$33.70M6.20%1.50%N/A11.50%2.73N/A19.30%0.60%2.93%
MAAS
MAASE INC
$88.66M-20.40%-5.10%-7.72%-7.90%1.853.8499.60%-13.00%-14.29%
BVC
BITVENTURES LTD
$63.90M-87.40%-40.30%-55.22%470.90%0.0262.56N/AN/AN/A
RMCO
ROYALTY MANAGEMENT HOLDING CORP
$52.54M-2.50%-2.10%-2.21%-2.60%0.281.0722.90%-9.20%-8.51%
ICMB
INVESTCORP CREDIT MANAGEMENT BDC INC
$27.11M-0.10%0.00%N/A2.50%1.90N/A83.60%-0.30%44.47%
PFX
PHENIXFIN CORP
$79.93M-1.90%-1.00%N/A1.60%0.97N/A100.00%-12.00%28.40%
MGLD
MARYGOLD COMPANIES INC
$51.37M-14.70%-11.40%-14.18%-18.00%0.233.9073.40%-11.90%-11.47%
MRCC
MONROE CAPITAL CORP
$99.88M-2.90%-1.30%N/A1.80%1.24N/A82.00%-13.50%28.96%

Asset Management Stocks FAQ

What are the best asset management stocks to buy right now in Mar 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. Affiliated Managers Group (NYSE:AMG)


Affiliated Managers Group (NYSE:AMG) 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 Affiliated Managers Group (NYSE:AMG) is: Value: B, Growth: C, Momentum: C, Sentiment: C, Safety: C, Financials: B, and AI: B.

Affiliated Managers Group (NYSE:AMG) has a Due Diligence Score of 50, which is 19 points higher than the asset management industry average of 31.

AMG passed 20 out of 38 due diligence checks and has strong fundamentals. Affiliated Managers Group has seen its stock return 60.38% over the past year, overperforming other asset management stocks by 64 percentage points.

Affiliated Managers Group has an average 1 year price target of $366.50, an upside of 33.01% from Affiliated Managers Group's current stock price of $275.55.

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

2. Sprott (NYSE:SII)


Sprott (NYSE:SII) 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 Sprott (NYSE:SII) is: Value: D, Growth: B, Momentum: B, Sentiment: B, Safety: D, Financials: B, and AI: B.

Sprott (NYSE:SII) has a Due Diligence Score of 27, which is -4 points lower than the asset management industry average of 31. Although this number is below the industry average, our proven quant model rates SII as a "B".

SII passed 11 out of 38 due diligence checks and has average fundamentals. Sprott has seen its stock return 208.15% over the past year, overperforming other asset management stocks by 212 percentage points.

Sprott has an average 1 year price target of $132.00, a downside of -3.78% from Sprott's current stock price of $137.19.

Sprott stock has a consensus Hold recommendation according to Wall Street analysts. Of the 1 analyst covering Sprott, 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. Victory Capital Holdings (NASDAQ:VCTR)


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

Victory Capital Holdings (NASDAQ:VCTR) has a Due Diligence Score of 62, which is 31 points higher than the asset management industry average of 31.

VCTR passed 22 out of 38 due diligence checks and has strong fundamentals. Victory Capital Holdings has seen its stock return 8.32% over the past year, overperforming other asset management stocks by 12 percentage points.

Victory Capital Holdings has an average 1 year price target of $75.20, an upside of 11.26% from Victory Capital Holdings's current stock price of $67.59.

Victory Capital Holdings stock has a consensus Buy recommendation according to Wall Street analysts. Of the 5 analysts covering Victory Capital Holdings, 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.

What are the asset management stocks with highest dividends?

Out of 84 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 31.68%, which is 22 percentage points higher than the asset management industry average of 9.7%. 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 -48.2% indicates that its high dividend yield might not be sustainable for the long-term.

2. Horizon Technology Finance (NASDAQ:HRZN)


Horizon Technology Finance (NASDAQ:HRZN) has an annual dividend yield of 30.17%, which is 20 percentage points higher than the asset management industry average of 9.7%. 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 -2,200% indicates that its high dividend yield might not be sustainable for the long-term.

3. Great Elm Capital (NASDAQ:GECC)


Great Elm Capital (NASDAQ:GECC) has an annual dividend yield of 28.37%, which is 19 percentage points higher than the asset management industry average of 9.7%. Great Elm Capital's dividend payout is not stable, having dropped more than 10% seven times in the last 10 years. Great Elm Capital's dividend has shown consistent growth over the last 10 years.

Great Elm Capital's dividend payout ratio of -57.6% 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 0.07% in the last day, and down -0.37% over the last week. Apollo Global Management was the among the top gainers in the asset management industry, gaining 0.72% yesterday.

Apollo Global Management shares are trading lower following reports suggesting the company capped investor withdrawals from its flagship private credit fund. Also, BMO Capital maintained a Market Perform rating on the stock and cut its price target from $135 to $116.

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 35 points higher than the asset management industry average of 36. It passed 5 out of 7 valuation due diligence checks.

Virtus Investment Partners's stock has dropped -27.15% in the past year. It has underperformed other stocks in the asset management industry by -23 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 7 points higher than the asset management industry average of 36. It passed 3 out of 7 valuation due diligence checks.

Triplepoint Venture Growth Bdc's stock has dropped -34.59% in the past year. It has underperformed other stocks in the asset management industry by -31 percentage points.

3. Noah Holdings (NYSE:NOAH)


Noah Holdings (NYSE:NOAH) 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.

Noah Holdings has a valuation score of 14, which is -22 points higher than the asset management industry average of 36. 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 "B".

Noah Holdings's stock has gained 2.6% in the past year. It has overperformed other stocks in the asset management industry by 7 percentage points.

Are asset management stocks a good buy now?

33.33% of asset management stocks rated by analysts are a buy right now. On average, analysts expect asset management stocks to rise by 28.37% over the next year.

1.25% of asset management stocks have a Zen Rating of A (Strong Buy), 6.25% of asset management stocks are rated B (Buy), 71.25% are rated C (Hold), 18.75% are rated D (Sell), and 2.5% 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 28.67x.
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.