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 +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 95th ranked industry out of 145 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
$3.28B$92.30$84.67-8.27%Hold316.30%50.85%220.41%34.26%
AMG
AFFILIATED MANAGERS GROUP INC
$9.21B$356.21$409.5014.96%Strong Buy28.37%15.18%37.63%12.16%
VCTR
VICTORY CAPITAL HOLDINGS INC
$7.11B$115.63$104.00-10.06%Hold45.95%23.35%24.02%13.66%
BEN
FRANKLIN RESOURCES INC
$17.43B$34.31$35.172.50%Buy6-4.13%32.21%13.79%4.47%
WT
WISDOMTREE INC
$3.56B$23.51$21.70-7.70%Buy413.29%53.74%52.95%13.47%
WHG
WESTWOOD HOLDINGS GROUP INC
$187.52M$19.65N/AN/AN/AN/AN/AN/AN/AN/A
PAX
PATRIA INVESTMENTS LTD
$1.86B$11.46$16.0039.62%Hold19.60%85.23%N/AN/A
SEIC
SEI INVESTMENTS CO
$13.15B$109.53$122.0011.39%Strong Buy48.08%10.64%42.58%32.02%
GCMG
GCM GROSVENOR INC
$2.78B$13.73$15.009.25%Strong Buy42.33%11.56%858.77%32.14%
RPC
RIDGEPOST CAPITAL INC
$965.69M$8.76$11.0025.57%Strong Buy113.27%116.41%41.97%13.37%
TPG
TPG INC
$20.15B$52.40$57.209.16%Buy10-11.83%53.94%143.59%12.65%
CION
CION INVESTMENT CORP
$360.66M$7.33$6.50-11.32%Strong Sell1-10.21%263.88%7.29%2.64%
FHI
FEDERATED HERMES INC
$4.76B$63.70$57.25-10.13%Hold43.14%6.02%39.19%21.07%
HLNE
HAMILTON LANE INC
$5.81B$105.35$132.8626.11%Strong Buy711.51%8.58%49.31%18.24%
MFIC
MIDCAP FINANCIAL INVESTMENT CORP
$803.96M$9.76$10.406.56%Hold5-8.20%N/A9.61%3.70%
BX
BLACKSTONE INC
$107.62B$143.38$144.670.90%Buy129.10%24.96%84.82%15.33%
STT
STATE STREET CORP
$51.40B$187.13$196.755.14%Buy125.31%14.86%15.09%1.02%
NOAH
NOAH HOLDINGS LTD
$607.38M$8.80$11.5030.68%Hold1171.01%N/A243.94%208.63%
IVZ
INVESCO LTD
$14.14B$32.02$32.391.15%Buy9-2.92%N/A12.61%5.73%
NTRS
NORTHERN TRUST CORP
$33.65B$183.90$180.71-1.74%Hold123.28%7.15%19.58%1.46%
VRTS
VIRTUS INVESTMENT PARTNERS INC
$1.11B$167.09$142.75-14.57%Sell4-4.34%20.96%18.99%3.96%
HTGC
HERCULES CAPITAL INC
$3.21B$17.13$18.508.00%Buy55.92%-2.43%15.86%7.70%
AMP
AMERIPRISE FINANCIAL INC
$49.08B$555.59$552.00-0.65%Hold63.54%9.59%86.19%2.77%
PFG
PRINCIPAL FINANCIAL GROUP INC
$23.71B$110.75$107.27-3.14%Hold116.67%16.78%23.24%0.80%
CNS
COHEN & STEERS INC
$4.19B$81.42$88.008.08%Buy13.01%4.20%36.22%23.69%
GSBD
GOLDMAN SACHS BDC INC
$1.11B$9.84$8.83-10.23%Sell3-5.13%45.76%8.80%3.63%
WHF
WHITEHORSE FINANCE INC
$153.77M$7.16$7.251.26%Sell2-2.86%26.25%8.33%3.49%
HASI
HA SUSTAINABLE INFRASTRUCTURE CAPITAL INC
$5.07B$39.48$49.5725.56%Strong Buy79.49%78.99%20.50%5.83%
TRIN
TRINITY CAPITAL INC
$1.74B$18.35$15.75-14.17%Sell29.13%7.99%14.18%6.40%
PSEC
PROSPECT CAPITAL CORP
$1.22B$2.33$2.00-14.16%Strong Sell1-4.31%143.93%6.40%2.91%
MAAS
MAASE INC
$5.00B$15.63N/AN/AN/AN/AN/AN/AN/AN/A
BLK
BLACKROCK INC
$179.11B$1,156.55$1.35k16.39%Strong Buy910.54%20.87%21.90%7.17%
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC
$3.43B$42.26$39.00-7.71%Hold42.80%-1.04%76.78%22.10%
PSBD
PALMER SQUARE CAPITAL BDC INC
$314.79M$10.27$10.754.67%Hold4-11.39%N/A10.93%3.92%
TROW
PRICE T ROWE GROUP INC
$23.79B$111.51$107.00-4.04%Sell81.95%1.63%21.47%15.38%
GECC
GREAT ELM CAPITAL CORP
$83.13M$5.99N/AN/AN/AN/A-2.66%N/A13.09%5.16%
HRZN
HORIZON TECHNOLOGY FINANCE CORP
$323.10M$4.82$4.81-0.15%Hold48.77%33.15%12.04%6.04%
OXSQ
OXFORD SQUARE CAPITAL CORP
$151.87M$1.41N/AN/AN/AN/A7.17%N/A17.90%8.32%
VINP
VINCI COMPASS INVESTMENTS LTD
$674.72M$9.52N/AN/AN/AN/A156.70%190.42%123.48%61.87%
PFLT
PENNANTPARK FLOATING RATE CAPITAL LTD
$731.24M$7.37$9.5028.90%Strong Buy21.12%46.61%10.64%4.11%
BNY
BANK OF NEW YORK MELLON CORP
$107.54B$158.49$143.43-9.50%Buy74.37%9.70%17.03%1.45%
GLAD
GLADSTONE CAPITAL CORP
$444.41M$19.67N/AN/AN/AN/A4.80%-8.64%9.27%4.64%
SII
SPROTT INC
$3.41B$132.34$230.0073.79%Buy1N/AN/AN/AN/A
FSK
FS KKR CAPITAL CORP
$3.29B$11.91$11.33-4.84%Hold6-9.87%N/A7.31%3.12%
TCPC
BLACKROCK TCP CAPITAL CORP
$338.13M$4.03$3.75-6.95%Sell2-10.72%N/A9.07%3.39%
OWL
BLUE OWL CAPITAL INC
$18.19B$11.67$12.053.26%Buy105.77%110.39%93.31%15.10%
AB
ALLIANCEBERNSTEIN HOLDING LP
$3.37B$36.26$38.676.64%Hold3136.72%9.27%34.26%34.23%
FDUS
FIDUS INVESTMENT CORP
$747.70M$19.70$19.50-1.02%Buy22.41%-1.80%9.44%4.64%
KKR
KKR & CO INC
$97.38B$108.48$124.8315.07%Strong Buy12-12.84%36.98%27.65%2.07%
BCIC
BCP INVESTMENT CORP
$94.61M$7.64$9.2521.07%Hold3-7.12%N/A9.43%3.61%
TPVG
TRIPLEPOINT VENTURE GROWTH BDC CORP
$216.58M$5.32$5.17-2.88%Sell31.80%-8.90%8.12%3.54%
NMFC
NEW MOUNTAIN FINANCE CORP
$714.06M$7.56$7.671.42%Hold3-5.43%N/A9.46%4.03%
SCM
STELLUS CAPITAL INVESTMENT CORP
$246.35M$8.65$9.175.98%Buy30.32%0.12%7.84%2.93%
BXSL
BLACKSTONE SECURED LENDING FUND
$5.77B$24.76$25.101.37%Buy10-1.53%44.04%9.76%4.21%
BN
BROOKFIELD CORP
$93.15B$41.69$59.0041.52%Strong Buy4-61.07%169.61%21.53%1.94%
APO
APOLLO GLOBAL MANAGEMENT INC
$78.36B$132.69$148.8212.15%Strong Buy11-5.08%65.49%37.39%1.59%
CGBD
CARLYLE SECURED LENDING INC
$780.93M$11.35$11.00-3.08%Buy2-2.66%68.47%9.23%4.08%
TSLX
SIXTH STREET SPECIALTY LENDING INC
$1.79B$18.79$19.835.55%Buy6-1.51%38.67%11.24%4.91%
GAIN
GLADSTONE INVESTMENT CORPORATION
$651.49M$16.36$17.003.91%Buy13.59%-52.92%5.75%2.85%
CSWC
CAPITAL SOUTHWEST CORP
$1.59B$24.96$25.331.49%Strong Buy39.96%9.56%13.66%6.24%
PNNT
PENNANTPARK INVESTMENT CORP
$243.55M$3.73$4.8329.57%Hold3-1.91%88.05%6.54%2.21%
SAMG
SILVERCREST ASSET MANAGEMENT GROUP INC
$118.83M$10.03N/AN/AN/AN/A4.87%123.30%46.20%15.20%
GBDC
GOLUB CAPITAL BDC INC
$3.43B$13.20$14.177.33%Buy3-1.83%31.85%9.11%4.05%
BCSF
BAIN CAPITAL SPECIALTY FINANCE INC
$782.31M$12.06$12.503.65%Hold2-2.26%24.94%8.57%3.54%
NCDL
NUVEEN CHURCHILL DIRECT LENDING CORP
$607.95M$12.31$14.0614.24%Hold4-2.92%16.96%8.43%3.60%
ALTI
ALTI GLOBAL INC
$630.01M$4.04N/AN/AN/AN/A10.55%N/A11.44%6.33%
BAM
BROOKFIELD ASSET MANAGEMENT LTD
$83.54B$52.30$55.005.16%Buy711.79%13.46%60.93%22.80%
PS
PERSHING SQUARE INC
$16.02B$40.06$39.67-0.98%Buy8N/AN/AN/A27.12%
CG
CARLYLE GROUP INC
$17.59B$49.37$60.9123.37%Buy1119.41%84.29%42.65%7.93%
CCAP
CRESCENT CAPITAL BDC INC
$394.62M$10.71$13.1022.32%Hold5-2.63%N/A8.36%3.39%
MAIN
MAIN STREET CAPITAL CORP
$5.45B$58.29$60.002.93%Buy45.51%-10.03%12.44%6.63%
SLRC
SLR INVESTMENT CORP
$689.03M$12.63$13.637.88%Sell4-2.39%0.17%7.42%2.85%
STEP
STEPSTONE GROUP INC
$6.03B$49.99$64.1728.36%Buy62.59%N/A-89.03%6.18%
ARCC
ARES CAPITAL CORP
$14.30B$19.92$20.070.76%Buy70.85%20.11%9.89%4.51%
HSDT
SOLANA CO
$126.96M$2.10$3.2554.76%Strong Buy213.74%N/A-14.15%-13.31%
SAR
SARATOGA INVESTMENT CORP
$300.60M$18.43$21.5016.66%Hold23.22%50.63%9.58%3.03%
ARES
ARES MANAGEMENT CORP
$31.63B$141.25$154.409.31%Buy106.68%59.67%52.23%6.99%
FGNX
FG NEXUS INC
$35.54M$6.98$10.0043.37%Strong Buy1-12.29%N/A-209.30%-193.58%
ASST
STRIVE INC
$1.56B$18.22$27.2049.29%Strong Buy5N/AN/A17.85%8.37%
BUR
BURFORD CAPITAL LTD
$946.41M$4.31$5.0016.01%Hold1N/AN/AN/AN/A
INV
INNVENTURE INC
$127.77M$1.51N/AN/AN/AN/A779.32%N/A-28.53%-10.56%
NSLR
NEOSTELLAR CAPITAL CORP
$265.00M$10.01$16.0059.84%Strong Buy3-65.20%0.63%-4.21%-3.57%
DFDV
DEFI DEVELOPMENT CORP
$122.13M$3.94$4.7019.29%Strong Buy1-31.93%N/AN/A-15.24%
BCG
BINAH CAPITAL GROUP INC
$23.88M$1.40N/AN/AN/AN/AN/AN/AN/AN/A
HNNA
HENNESSY ADVISORS INC
$78.17M$9.89N/AN/AN/AN/AN/AN/AN/AN/A
GROW
U S GLOBAL INVESTORS INC
$86.43M$3.29N/AN/AN/AN/AN/AN/AN/AN/A
PFX
PHENIXFIN CORP
$98.92M$51.22N/AN/AN/AN/A-7.26%N/A2.43%1.24%
WTF
WATON FINANCIAL LTD
$143.75M$2.98N/AN/AN/AN/AN/AN/AN/AN/A
GEG
GREAT ELM GROUP INC
$67.42M$2.15N/AN/AN/AN/AN/AN/A66.54%23.71%
TGE
GENERATION ESSENTIALS GROUP
$46.33M$0.96N/AN/AN/AN/AN/AN/AN/AN/A
EQS
EQUUS TOTAL RETURN INC
$15.22M$1.09N/AN/AN/AN/AN/AN/AN/AN/A
DBRG
DIGITALBRIDGE GROUP INC
$2.99B$15.93$16.000.44%Hold1-3.05%-25.75%N/AN/A
RMCO
ROYALTY MANAGEMENT HOLDING CORP
$42.94M$2.83N/AN/AN/AN/A108.75%N/A136.66%113.16%
ZSTK
ZEROSTACK CORP
$82.38M$4.71N/AN/AN/AN/AN/AN/A-519.00%-284.73%
RAND
RAND CAPITAL CORP
$30.35M$10.22N/AN/AN/AN/AN/AN/AN/AN/A
CWD
CALIBERCOS INC
$5.43M$0.52N/AN/AN/AN/A20.74%N/A-305.70%2.48%
MGLD
MARYGOLD COMPANIES INC
$42.81M$1.00N/AN/AN/AN/AN/AN/AN/AN/A
AMTD
AMTD IDEA GROUP
$77.01M$0.80N/AN/AN/AN/AN/AN/AN/AN/A
CRBG
COREBRIDGE FINANCIAL INC
$14.24B$31.95$37.8518.45%Strong Buy135.52%62.88%34.37%0.88%
TWAV
TAOWEAVE INC
$5.43M$1.40N/AN/AN/AN/AN/AN/AN/AN/A

Asset Management Stocks FAQ

What are the best asset management stocks to buy right now in Aug 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 108 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: A, Safety: C, Financials: A, and AI: B.

Acadian Asset Management (NYSE:AAMI) has a Due Diligence Score of 36, which is 5 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 95.68% over the past year, overperforming other asset management stocks by 92 percentage points.

Acadian Asset Management has an average 1 year price target of $84.67, a downside of -8.27% from Acadian Asset Management's current stock price of $92.30.

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.

2. Affiliated Managers Group (NYSE:AMG)


Affiliated Managers Group (NYSE:AMG) is the #2 top asset management stock out of 108 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 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 42, which is 11 points higher than the asset management industry average of 31.

AMG passed 17 out of 38 due diligence checks and has strong fundamentals. Affiliated Managers Group has seen its stock return 63.14% over the past year, overperforming other asset management stocks by 59 percentage points.

Affiliated Managers Group has an average 1 year price target of $409.50, an upside of 14.96% from Affiliated Managers Group's current stock price of $356.21.

Affiliated Managers Group stock has a consensus Strong Buy recommendation according to Wall Street analysts. Of the 2 analysts covering Affiliated Managers Group, 50% have issued a Strong Buy rating, 50% have issued a Buy, 0% 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 108 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: C, Momentum: B, Sentiment: B, Safety: C, Financials: B, and AI: B.

Victory Capital Holdings (NASDAQ:VCTR) has a Due Diligence Score of 54, which is 23 points higher than the asset management industry average of 31.

VCTR passed 20 out of 38 due diligence checks and has strong fundamentals. Victory Capital Holdings has seen its stock return 65.71% over the past year, overperforming other asset management stocks by 62 percentage points.

Victory Capital Holdings has an average 1 year price target of $104.00, a downside of -10.06% from Victory Capital Holdings's current stock price of $115.63.

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.

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. Oxford Square Capital (NASDAQ:OXSQ)


Oxford Square Capital (NASDAQ:OXSQ) has an annual dividend yield of 29.79%, which is 21 percentage points higher than the asset management industry average of 8.69%. 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 -93.3% 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 24.66%, which is 16 percentage points higher than the asset management industry average of 8.69%. 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 613.3% indicates that its high dividend yield might not be sustainable for the long-term.

3. Ofs Capital (NASDAQ:OFS)


Ofs Capital (NASDAQ:OFS) has an annual dividend yield of 23.68%, which is 15 percentage points higher than the asset management industry average of 8.69%. 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 -51.5% 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 1.24% in the last day, and down -1.33% over the last week. Strive was the among the top gainers in the asset management industry, gaining 12.96% yesterday.

Shares of crypto-linked companies are trading higher amid continued  Bitcoin price momentum after President Trump recently urged Congress to pass the Clarity Act and said the CFTC is working to bring Hyperliquid to the U.S. Investors may be seeing a renewed appetite for high-risk assets after the Treasury Department expanded its debt repurchase program.

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 -25.86% in the past year. It has underperformed other stocks in the asset management industry by -30 percentage points.

2. Virtus Investment Partners (NYSE:VRTS)


Virtus Investment Partners (NYSE:VRTS) 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.

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 -11.62% in the past year. It has underperformed other stocks in the asset management industry by -15 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 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 -16.35% 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?

33.77% of asset management stocks rated by analysts are a buy right now. On average, analysts expect asset management stocks to rise by 9.04% over the next year.

2.41% of asset management stocks have a Zen Rating of A (Strong Buy), 7.23% of asset management stocks are rated B (Buy), 71.08% are rated C (Hold), 18.07% 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 30.76x.
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.