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 112th ranked industry out of 146 stock market industries
Learn how the Zen Ratings work
Ticker
Company
Market Cap
Price
Price Target
Upside/Downside
Top Analysts Upside/Downside
Consensus
Top Analysts Consensus
Analysts
Top Analysts
Fore. Revenue Growth
Fore. Earnings Growth
Forecast ROE
Forecast ROA
AAMI
ACADIAN ASSET MANAGEMENT INC
$2.63B$73.89$62.50-15.41%Hold419.24%59.61%264.34%36.73%
RPC
RIDGEPOST CAPITAL INC
$879.10M$8.03$12.0049.44%Strong Buy114.99%134.97%42.50%16.41%
SII
SPROTT INC
$3.04B$118.08$230.0094.78%Buy1N/AN/AN/AN/A
VCTR
VICTORY CAPITAL HOLDINGS INC
$5.45B$87.19$79.75-8.53%Hold46.83%31.49%23.69%13.50%
WHG
WESTWOOD HOLDINGS GROUP INC
$172.49M$18.18N/AN/AN/AN/AN/AN/AN/AN/A
BEN
FRANKLIN RESOURCES INC
$17.63B$33.93$32.50-4.21%Buy6-3.38%36.21%13.66%4.86%
PSEC
PROSPECT CAPITAL CORP
$1.13B$2.25$2.00-11.11%Strong Sell1-3.36%N/A6.92%3.20%
AMG
AFFILIATED MANAGERS GROUP INC
$9.44B$357.31$386.678.22%Strong Buy311.00%20.06%36.86%12.12%
SSSS
SURO CAPITAL CORP
$330.31M$12.67$16.0026.28%Strong Buy3-62.80%-40.58%-4.08%-3.41%
SEIC
SEI INVESTMENTS CO
$10.89B$90.51$106.6717.85%Strong Buy38.46%8.36%43.53%32.57%
IVZ
INVESCO LTD
$12.76B$28.78$30.054.41%Buy10-4.41%N/A12.93%5.90%
NTRS
NORTHERN TRUST CORP
$32.49B$175.56$167.64-4.51%Hold115.14%11.51%20.43%1.52%
NOAH
NOAH HOLDINGS LTD
$710.91M$10.30$11.5011.65%Hold14.20%N/A36.06%30.84%
WT
WISDOMTREE INC
$2.85B$18.66$17.67-5.32%Hold319.62%74.46%44.94%11.97%
FHI
FEDERATED HERMES INC
$4.56B$60.04$53.67-10.61%Sell35.66%5.84%41.89%23.53%
AMP
AMERIPRISE FINANCIAL INC
$42.38B$471.41$530.5012.53%Hold64.14%8.84%89.89%3.03%
PAX
PATRIA INVESTMENTS LTD
$1.79B$11.21$18.0060.57%Buy212.89%70.87%59.93%19.28%
GLAD
GLADSTONE CAPITAL CORP
$417.07M$18.46N/AN/AN/AN/A7.92%5.16%9.41%4.91%
BLK
BLACKROCK INC
$163.27B$1,051.74$1.27k20.64%Strong Buy1111.46%20.59%21.31%7.10%
PFLT
PENNANTPARK FLOATING RATE CAPITAL LTD
$719.33M$7.25$9.6733.34%Strong Buy31.61%33.12%10.43%3.94%
TROW
PRICE T ROWE GROUP INC
$23.14B$107.99$99.89-7.50%Sell92.29%1.39%21.57%16.16%
VINP
VINCI COMPASS INVESTMENTS LTD
$642.45M$9.82$15.0052.75%Strong Buy1156.54%173.63%112.72%58.14%
BCIC
BCP INVESTMENT CORP
$87.26M$7.05$9.0027.66%Hold1-4.88%N/A8.77%3.11%
GCMG
GCM GROSVENOR INC
$2.45B$12.13$15.0023.66%Strong Buy35.03%-5.46%845.62%31.30%
KKR
KKR & CO INC
$87.00B$96.90$122.5026.42%Strong Buy10-11.96%40.53%28.15%2.08%
TRIN
TRINITY CAPITAL INC
$1.52B$16.88$15.50-8.18%Sell210.79%3.80%14.62%6.67%
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC
$2.55B$35.98$38.336.54%Hold33.50%1.45%76.69%20.70%
TCPC
BLACKROCK TCP CAPITAL CORP
$276.88M$3.30$3.506.06%Strong Sell2-13.47%N/A8.86%3.32%
HRZN
HORIZON TECHNOLOGY FINANCE CORP
$283.97M$4.16$5.2526.20%Hold37.26%22.73%15.33%6.46%
CSWC
CAPITAL SOUTHWEST CORP
$1.44B$23.20$24.505.60%Strong Buy111.24%7.42%14.04%6.52%
SCM
STELLUS CAPITAL INVESTMENT CORP
$238.53M$8.24$10.0021.36%Buy2-0.29%11.81%8.13%2.95%
STEP
STEPSTONE GROUP INC
$5.43B$45.46$70.0053.98%Strong Buy6-1.47%N/A-103.91%6.35%
AB
ALLIANCEBERNSTEIN HOLDING LP
$3.36B$35.96$40.0011.23%Hold3137.08%10.94%33.94%33.94%
CNS
COHEN & STEERS INC
$3.89B$75.61$75.00-0.81%Buy10.45%6.56%36.77%24.24%
BN
BROOKFIELD CORP
$98.60B$44.13$59.2534.26%Strong Buy4-59.73%173.47%23.46%2.11%
OWL
BLUE OWL CAPITAL INC
$14.39B$9.23$12.7337.89%Buy117.02%105.68%88.73%15.01%
ALTI
ALTI GLOBAL INC
$447.27M$2.95N/AN/AN/AN/A12.54%N/A11.00%5.98%
CION
CION INVESTMENT CORP
$315.17M$6.33$6.502.69%Strong Sell1-10.68%N/A7.47%2.67%
FDUS
FIDUS INVESTMENT CORP
$680.90M$17.94$19.508.70%Buy13.00%-6.00%9.39%4.83%
HLNE
HAMILTON LANE INC
$4.42B$79.51$147.8385.93%Buy616.16%12.56%50.56%20.08%
BX
BLACKSTONE INC
$91.57B$123.26$150.6222.19%Buy1313.52%30.47%82.22%14.24%
BCSF
BAIN CAPITAL SPECIALTY FINANCE INC
$790.10M$12.18$14.0014.94%Buy2-3.82%16.56%8.41%3.54%
HTGC
HERCULES CAPITAL INC
$2.85B$15.23$17.9017.53%Buy56.72%4.84%16.41%7.57%
PNNT
PENNANTPARK INVESTMENT CORP
$218.09M$3.34$4.8344.70%Hold3-4.29%62.90%6.37%2.22%
WHF
WHITEHORSE FINANCE INC
$141.55M$6.55N/AN/AN/AN/A-5.22%156.20%8.79%3.63%
TPVG
TRIPLEPOINT VENTURE GROWTH BDC CORP
$193.25M$4.76$5.6719.05%Sell31.17%-11.95%8.14%3.54%
VRTS
VIRTUS INVESTMENT PARTNERS INC
$939.31M$140.57$134.50-4.32%Sell4-5.20%22.37%19.56%3.93%
STT
STATE STREET CORP
$48.08B$173.71$161.13-7.24%Buy124.90%16.24%15.49%1.10%
TPG
TPG INC
$15.83B$41.19$55.7835.42%Strong Buy9-5.19%77.63%156.50%13.33%
INV
INNVENTURE INC
$510.99M$6.08N/AN/AN/AN/A996.31%N/A-26.97%-10.19%
BNY
BANK OF NEW YORK MELLON CORP
$100.51B$146.44$140.70-3.92%Buy104.27%9.80%17.18%1.37%
GECC
GREAT ELM CAPITAL CORP
$74.74M$5.38N/AN/AN/AN/A-9.66%N/A13.45%5.11%
PFG
PRINCIPAL FINANCIAL GROUP INC
$24.03B$111.23$96.91-12.88%Hold116.63%16.56%24.10%0.86%
OFS
OFS CAPITAL CORP
$44.48M$3.32N/AN/AN/AN/A2.28%N/A6.44%2.23%
NMFC
NEW MOUNTAIN FINANCE CORP
$667.78M$7.07$8.1715.52%Hold3-8.85%N/A9.32%4.01%
MAAS
MAASE INC
$284.12M$17.85N/AN/AN/AN/AN/AN/AN/AN/A
BAM
BROOKFIELD ASSET MANAGEMENT LTD
$75.51B$47.29$55.8618.12%Buy716.30%17.98%60.28%25.51%
MFIC
MIDCAP FINANCIAL INVESTMENT CORP
$802.31M$9.74$11.0012.94%Hold5-10.51%415.28%9.00%3.45%
CGBD
CARLYLE SECURED LENDING INC
$745.70M$10.73$11.002.52%Buy2-3.62%42.79%9.02%3.94%
ARES
ARES MANAGEMENT CORP
$27.95B$125.90$156.3924.21%Strong Buy137.18%60.07%51.04%7.24%
ARCC
ARES CAPITAL CORP
$12.81B$17.84$20.4314.51%Buy72.02%9.30%9.74%4.46%
NCDL
NUVEEN CHURCHILL DIRECT LENDING CORP
$596.60M$12.08$14.4419.52%Hold4-5.08%0.94%8.39%3.54%
GAIN
GLADSTONE INVESTMENT CORPORATION
$587.77M$14.76$17.0015.18%Buy15.54%-55.77%5.56%2.81%
PS
PERSHING SQUARE INC
$13.35B$33.38$43.0028.82%Buy5N/AN/A58.61%49.61%
MAIN
MAIN STREET CAPITAL CORP
$4.68B$50.35$57.7514.70%Buy46.16%-7.79%12.66%6.72%
SAR
SARATOGA INVESTMENT CORP
$359.52M$22.10N/AN/AN/AN/A2.22%0.21%9.53%3.31%
GBDC
GOLUB CAPITAL BDC INC
$3.20B$12.29$14.0013.91%Strong Buy4-3.66%21.00%9.04%3.97%
BXSL
BLACKSTONE SECURED LENDING FUND
$5.40B$23.22$25.228.62%Buy9-1.58%17.22%9.48%4.01%
GSBD
GOLDMAN SACHS BDC INC
$1.05B$9.33$8.50-8.90%Sell2-6.01%31.22%8.72%3.57%
CCAP
CRESCENT CAPITAL BDC INC
$412.12M$11.19$13.9024.27%Buy5-4.64%92.53%8.14%3.39%
SLRC
SLR INVESTMENT CORP
$668.84M$12.26$14.0014.19%Sell4-3.31%-8.41%7.36%2.87%
FSK
FS KKR CAPITAL CORP
$2.84B$10.13$10.927.77%Hold6-13.99%N/A7.19%2.96%
OXSQ
OXFORD SQUARE CAPITAL CORP
$111.30M$1.19N/AN/AN/AN/A6.84%N/A17.03%7.53%
APO
APOLLO GLOBAL MANAGEMENT INC
$77.95B$135.21$146.007.98%Strong Buy11-0.17%98.83%38.43%1.64%
SAMG
SILVERCREST ASSET MANAGEMENT GROUP INC
$122.03M$10.30N/AN/AN/AN/A4.90%62.74%45.33%15.99%
CG
CARLYLE GROUP INC
$16.04B$44.57$62.1139.36%Buy913.81%59.68%41.80%7.57%
PSBD
PALMER SQUARE CAPITAL BDC INC
$332.99M$10.70$10.881.64%Hold4-13.28%N/A11.12%3.95%
TSLX
SIXTH STREET SPECIALTY LENDING INC
$1.54B$16.25$20.0023.08%Buy7-3.27%26.37%11.25%5.11%
BUR
BURFORD CAPITAL LTD
$937.62M$4.28$5.0016.82%Hold1N/AN/AN/AN/A
GEG
GREAT ELM GROUP INC
$75.88M$2.42N/AN/AN/AN/AN/AN/A66.54%23.71%
GROW
U S GLOBAL INVESTORS INC
$83.81M$3.19N/AN/AN/AN/AN/AN/AN/AN/A
WTF
WATON FINANCIAL LTD
$130.72M$2.71N/AN/AN/AN/AN/AN/AN/AN/A
PFX
PHENIXFIN CORP
$83.87M$43.40N/AN/AN/AN/A-6.17%N/A2.50%1.26%
ALP
ALPHA COMPUTE CORP
$1.60M$0.28$2.00616.85%Buy1N/AN/A-0.60%-0.19%
RMCO
ROYALTY MANAGEMENT HOLDING CORP
$39.72M$2.62N/AN/AN/AN/A114.77%N/A142.14%111.09%
AMTD
AMTD IDEA GROUP
$94.94M$0.99N/AN/AN/AN/AN/AN/AN/AN/A
CRBG
COREBRIDGE FINANCIAL INC
$13.29B$29.09$35.0020.32%Buy137.80%152.63%34.71%0.92%
AURE
AURELION INC
$17.01M$2.16N/AN/AN/AN/AN/AN/AN/AN/A
ICMB
INVESTCORP CREDIT MANAGEMENT BDC INC
$17.32M$1.20N/AN/AN/AN/A35.54%N/A3.91%1.25%
MGLD
MARYGOLD COMPANIES INC
$45.38M$1.06N/AN/AN/AN/AN/AN/AN/AN/A
CWD
CALIBERCOS INC
$6.51M$0.74N/AN/AN/AN/A14.55%N/A299.28%2.09%
EQS
EQUUS TOTAL RETURN INC
$17.04M$1.22N/AN/AN/AN/AN/AN/AN/AN/A
MLCI
MOUNT LOGAN CAPITAL INC
$31.44M$2.81N/AN/AN/AN/AN/AN/AN/AN/A
HNNA
HENNESSY ADVISORS INC
$79.34M$10.04N/AN/AN/AN/AN/AN/AN/AN/A
RAND
RAND CAPITAL CORP
$31.15M$10.49N/AN/AN/AN/AN/AN/AN/AN/A
JHG
JANUS HENDERSON GROUP PLC
$8.00B$51.92$49.00-5.62%Hold3-1.99%-1.25%14.82%9.83%
BCG
BINAH CAPITAL GROUP INC
$25.72M$1.53N/AN/AN/AN/AN/AN/AN/AN/A
TGE
GENERATION ESSENTIALS GROUP
$55.73M$1.15N/AN/AN/AN/AN/AN/AN/AN/A
BENF
BENEFICIENT
$49.89M$3.51N/AN/AN/AN/AN/AN/AN/A-25.45%
BVC
BITVENTURES LTD
$90.74M$11.36N/AN/AN/AN/AN/AN/AN/AN/A

Asset Management Stocks FAQ

What are the best asset management stocks to buy right now in Jun 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 +32.52% 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: C.

Acadian Asset Management (NYSE:AAMI) has a Due Diligence Score of 37, which is 7 points higher than the asset management industry average of 30.

AAMI passed 15 out of 38 due diligence checks and has average fundamentals. Acadian Asset Management has seen its stock return 128.34% over the past year, overperforming other asset management stocks by 123 percentage points.

Acadian Asset Management has an average 1 year price target of $62.50, a downside of -15.41% from Acadian Asset Management's current stock price of $73.89.

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. Ridgepost Capital (NYSE:RPC)


Ridgepost Capital (NYSE:RPC) is the #2 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 +32.52% per year. Learn more.

The Component Grade breakdown for Ridgepost Capital (NYSE:RPC) is: Value: C, Growth: A, Momentum: C, Sentiment: C, Safety: C, Financials: C, and AI: B.

Ridgepost Capital (NYSE:RPC) has a Due Diligence Score of 49, which is 19 points higher than the asset management industry average of 30.

RPC passed 18 out of 38 due diligence checks and has strong fundamentals. Ridgepost Capital has seen its stock lose -11.86% over the past year, underperforming other asset management stocks by -17 percentage points.

Ridgepost Capital has an average 1 year price target of $12.00, an upside of 49.44% from Ridgepost Capital's current stock price of $8.03.

Ridgepost Capital stock has a consensus Strong Buy recommendation according to Wall Street analysts. Of the 1 analyst covering Ridgepost Capital, 100% have issued a Strong Buy rating, 0% have issued a Buy, 0% have issued a hold, while 0% have issued a Sell rating, and 0% have issued a Strong Sell.

3. Sprott (NYSE:SII)


Sprott (NYSE:SII) 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 +19.88% per year. Learn more.

The Component Grade breakdown for Sprott (NYSE:SII) is: Value: C, Growth: B, Momentum: C, Sentiment: B, Safety: D, Financials: B, and AI: C.

Sprott (NYSE:SII) has a Due Diligence Score of 34, which is 4 points higher than the asset management industry average of 30.

SII passed 14 out of 38 due diligence checks and has average fundamentals. Sprott has seen its stock return 82.22% over the past year, overperforming other asset management stocks by 77 percentage points.

Sprott has an average 1 year price target of $230.00, an upside of 94.78% from Sprott's current stock price of $118.08.

Sprott stock has a consensus Buy recommendation according to Wall Street analysts. Of the 1 analyst covering Sprott, 0% have issued a Strong Buy rating, 100% have issued a Buy, 0% 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. Oxford Square Capital (NASDAQ:OXSQ)


Oxford Square Capital (NASDAQ:OXSQ) has an annual dividend yield of 35.29%, which is 26 percentage points higher than the asset management industry average of 9.53%. 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. Horizon Technology Finance (NASDAQ:HRZN)


Horizon Technology Finance (NASDAQ:HRZN) has an annual dividend yield of 27.64%, which is 18 percentage points higher than the asset management industry average of 9.53%. 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 249% indicates that its high dividend yield might not be sustainable for the long-term.

3. Pennantpark Investment (NYSE:PNNT)


Pennantpark Investment (NYSE:PNNT) has an annual dividend yield of 27.54%, which is 18 percentage points higher than the asset management industry average of 9.53%. 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.

Why are asset management stocks up?

Asset management stocks were up 0.05% in the last day, and down -0.32% over the last week. Franklin Resources was the among the top gainers in the asset management industry, gaining 2.66% yesterday.

Franklin Resources shares are trading higher after TD Cowen maintained its Buy rating on the stock and raised its price target from $37 to $40.

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 57, which is 29 points higher than the asset management industry average of 28. It passed 4 out of 7 valuation due diligence checks.

Virtus Investment Partners's stock has dropped -20.14% in the past year. It has underperformed other stocks in the asset management industry by -25 percentage points.

2. Noah Holdings (NYSE:NOAH)


Noah Holdings (NYSE:NOAH) 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.

Noah Holdings has a valuation score of 14, which is -14 points higher than the asset management industry average of 28. 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 dropped -15.16% in the past year. It has underperformed other stocks in the asset management industry by -20 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 43, which is 15 points higher than the asset management industry average of 28. It passed 3 out of 7 valuation due diligence checks.

Triplepoint Venture Growth Bdc's stock has dropped -28.85% in the past year. It has underperformed other stocks in the asset management industry by -34 percentage points.

Are asset management stocks a good buy now?

36.62% of asset management stocks rated by analysts are a buy right now. On average, analysts expect asset management stocks to rise by 14.55% over the next year.

2.53% of asset management stocks have a Zen Rating of A (Strong Buy), 6.33% of asset management stocks are rated B (Buy), 68.35% are rated C (Hold), 21.52% are rated D (Sell), and 1.27% 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 33.94x.
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.