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 94th 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
$3.35B$94.36$94.00-0.38%Hold316.57%53.28%215.24%33.46%
AMG
AFFILIATED MANAGERS GROUP INC
$10.05B$388.75$444.0014.21%Strong Buy28.32%17.23%37.63%12.16%
BEN
FRANKLIN TEMPLETON INC
$15.87B$31.24$35.2512.84%Buy8-2.59%34.23%13.79%4.47%
WHG
WESTWOOD HOLDINGS GROUP INC
$178.84M$18.74N/AN/AN/AN/AN/AN/AN/AN/A
SEIC
SEI INVESTMENTS CO
$12.86B$107.15$124.8016.47%Strong Buy68.10%11.55%41.85%31.47%
WT
WISDOMTREE INC
$3.27B$21.61$26.0620.59%Buy514.53%58.08%57.42%14.61%
VCTR
VICTORY CAPITAL HOLDINGS INC
$6.67B$108.45$118.208.99%Hold57.76%29.34%25.34%14.42%
FHI
FEDERATED HERMES INC
$4.18B$55.97$56.250.50%Hold43.79%6.43%39.19%21.07%
RPC
RIDGEPOST CAPITAL INC
$942.54M$8.55$13.0052.05%Strong Buy214.75%108.23%35.75%11.39%
CION
CION INVESTMENT CORP
$312.93M$6.36$6.502.20%Strong Sell1-10.43%271.94%7.29%2.64%
HLNE
HAMILTON LANE INC
$4.61B$83.70$127.0051.73%Strong Buy812.26%8.54%51.19%18.94%
IVZ
INVESCO LTD
$12.71B$28.78$33.5016.40%Buy9-1.40%N/A12.61%5.73%
PAX
PATRIA INVESTMENTS LTD
$1.95B$12.03$13.008.06%Hold16.62%86.13%50.70%15.62%
NOAH
NOAH HOLDINGS LTD
$484.46M$7.09$9.7036.81%Hold1156.88%179.18%240.73%193.01%
MFIC
MIDCAP FINANCIAL INVESTMENT CORP
$680.40M$8.26$10.1322.58%Buy4-10.78%N/A8.77%3.38%
NTRS
NORTHERN TRUST CORP
$30.27B$165.44$183.3110.80%Hold133.57%7.69%19.58%1.46%
GCMG
GCM GROSVENOR INC
$2.55B$12.58$14.6316.26%Strong Buy49.01%18.08%1,034.77%38.73%
STT
STATE STREET CORP
$45.76B$166.58$192.2315.40%Buy155.53%15.04%15.09%1.02%
PSEC
PROSPECT CAPITAL CORP
$782.00M$1.49$2.0034.23%Strong Sell1-0.95%79.76%6.03%2.74%
HTGC
HERCULES CAPITAL INC
$3.05B$16.28$18.6014.25%Buy56.19%-2.31%16.17%7.85%
TRIN
TRINITY CAPITAL INC
$1.53B$16.11$15.75-2.23%Sell28.40%9.31%14.94%6.75%
WHF
WHITEHORSE FINANCE INC
$163.44M$7.61$7.25-4.73%Sell2-9.33%23.38%8.34%3.49%
BLK
BLACKROCK INC
$174.80B$1,128.68$1.36k20.49%Strong Buy109.79%20.65%23.00%7.53%
OFS
OFS CAPITAL CORP
$53.46M$3.99N/AN/AN/AN/A-15.04%N/A4.81%1.78%
VRTS
VIRTUS INVESTMENT PARTNERS INC
$795.25M$120.08$129.758.05%Sell4-5.38%16.23%18.28%3.81%
GSBD
GOLDMAN SACHS BDC INC
$961.34M$8.54$9.258.31%Sell2-3.77%51.49%9.19%3.80%
TPG
TPG INC
$17.07B$44.38$57.6729.94%Buy9-10.71%54.48%143.59%12.65%
GECC
GREAT ELM CAPITAL CORP
$68.06M$4.90N/AN/AN/AN/A-4.43%N/A12.89%5.09%
HRZN
HORIZON TECHNOLOGY FINANCE CORP
$274.84M$4.10$4.6713.83%Hold34.31%33.06%12.28%6.16%
AMP
AMERIPRISE FINANCIAL INC
$43.08B$487.67$552.5613.31%Hold93.68%9.66%86.19%2.77%
MAAS
MAASE INC
$4.12B$12.89N/AN/AN/AN/AN/AN/AN/AN/A
TCPC
BLACKROCK TCP CAPITAL CORP
$343.16M$4.09$4.00-2.20%Hold2-24.91%N/A5.62%2.10%
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC
$2.67B$32.96$35.256.95%Hold41.01%-4.32%68.12%19.60%
BX
BLACKSTONE INC
$82.82B$110.34$143.7730.30%Buy139.53%23.82%84.87%15.33%
BCIC
BCP INVESTMENT CORP
$77.77M$6.28$9.2547.29%Hold2-9.01%N/A9.43%3.61%
PSBD
PALMER SQUARE CAPITAL BDC INC
$294.56M$9.61$10.175.80%Hold3-15.84%N/A11.39%4.09%
PFLT
PENNANTPARK FLOATING RATE CAPITAL LTD
$621.10M$6.26$9.1746.44%Strong Buy3-10.23%44.57%10.39%4.01%
GLAD
GLADSTONE CAPITAL CORP
$417.29M$18.47N/AN/AN/AN/A4.20%-7.77%9.28%4.64%
TROW
PRICE T ROWE GROUP INC
$21.79B$102.13$108.005.75%Sell81.77%1.31%21.47%15.38%
HASI
HA SUSTAINABLE INFRASTRUCTURE CAPITAL INC
$4.58B$35.67$49.0037.37%Strong Buy78.16%79.03%20.50%5.83%
SCM
STELLUS CAPITAL INVESTMENT CORP
$194.52M$6.83$9.2535.43%Buy2-0.88%1.21%8.07%3.02%
PFG
PRINCIPAL FINANCIAL GROUP INC
$23.11B$107.94$109.461.40%Hold116.53%16.17%23.24%0.80%
SVRN
SVRN INC
$48.73M$25.98N/AN/AN/AN/AN/AN/AN/AN/A
CNS
COHEN & STEERS INC
$3.70B$72.03$89.0023.56%Buy15.21%3.77%36.22%23.69%
FSK
FS KKR CAPITAL CORP
$2.80B$10.13$11.5013.52%Sell4-9.51%N/A7.03%3.00%
OXSQ
OXFORD SQUARE CAPITAL CORP
$138.94M$1.29N/AN/AN/AN/A7.17%N/A17.90%8.32%
BVC
BITVENTURES LTD
$117.85M$13.89N/AN/AN/AN/AN/AN/AN/AN/A
NMFC
NEW MOUNTAIN FINANCE CORP
$620.55M$6.57$7.7517.96%Hold2-7.30%N/A9.14%3.89%
KKR
KKR & CO INC
$80.08B$89.21$124.9240.03%Strong Buy12-13.33%33.88%25.75%1.93%
TPVG
TRIPLEPOINT VENTURE GROWTH BDC CORP
$174.64M$4.29$5.2522.38%Hold20.95%-10.99%7.77%3.39%
SII
SPROTT INC
$2.73B$105.92$230.00117.15%Buy1N/AN/AN/AN/A
VINP
VINCI COMPASS INVESTMENTS LTD
$797.34M$11.25$14.0024.44%Strong Buy1155.69%196.15%141.53%70.91%
BNY
BANK OF NEW YORK MELLON CORP
$97.87B$144.25$140.00-2.95%Strong Buy14.72%9.90%17.03%1.45%
FDUS
FIDUS INVESTMENT CORP
$700.26M$18.45$19.505.69%Hold13.64%-1.79%9.38%4.62%
BXSL
BLACKSTONE SECURED LENDING FUND
$5.50B$23.61$24.383.24%Hold8-2.67%44.27%9.43%4.06%
OWL
BLUE OWL CAPITAL INC
$14.34B$9.20$12.4034.78%Buy105.81%110.09%93.31%15.10%
TSLX
SIXTH STREET SPECIALTY LENDING INC
$1.60B$16.83$19.8317.84%Buy6-0.35%39.86%11.37%4.97%
NCDL
NUVEEN CHURCHILL DIRECT LENDING CORP
$516.09M$10.45$13.3127.40%Hold4-4.01%18.13%8.76%3.74%
ALP
ALPHA COMPUTE CORP
$1.59M$3.38$12.50269.82%Hold1625.14%N/A-0.07%-0.02%
BCSF
BAIN CAPITAL SPECIALTY FINANCE INC
$657.12M$10.13$12.5023.40%Hold3-4.06%19.98%7.53%3.11%
AB
ALLIANCEBERNSTEIN HOLDING LP
$3.25B$34.87$37.337.06%Hold3136.26%8.08%35.57%35.54%
SAMG
SILVERCREST ASSET MANAGEMENT GROUP INC
$121.68M$10.27N/AN/AN/AN/A5.91%126.20%47.51%15.63%
GBDC
GOLUB CAPITAL BDC INC
$3.12B$12.00$13.7514.58%Buy2-2.85%37.03%8.69%3.86%
PNNT
PENNANTPARK INVESTMENT CORP
$188.05M$2.88$5.0073.61%Buy2-2.63%86.99%6.54%2.21%
CGBD
CARLYLE SECURED LENDING INC
$696.99M$10.13$11.008.59%Hold1-1.06%69.06%8.92%3.94%
CSWC
CAPITAL SOUTHWEST CORP
$1.43B$22.39$25.0011.66%Strong Buy45.77%8.40%14.16%6.47%
APO
APOLLO GLOBAL MANAGEMENT INC
$65.68B$111.22$147.8232.91%Strong Buy11-5.22%64.60%37.39%1.59%
CCAP
CRESCENT CAPITAL BDC INC
$317.61M$8.62$12.6346.46%Hold6-4.37%N/A7.44%3.02%
ALTI
ALTI GLOBAL INC
$416.37M$2.67N/AN/AN/AN/A10.17%N/A11.70%6.47%
BN
BROOKFIELD CORP
$83.38B$37.32$59.0058.09%Strong Buy4-61.33%160.57%18.80%1.69%
SAR
SARATOGA INVESTMENT CORP
$221.10M$14.21$20.5044.26%Hold22.14%N/A9.04%2.54%
ARCC
ARES CAPITAL CORP
$13.29B$18.51$20.369.98%Buy70.61%20.12%9.82%4.47%
FWDI
FORWARD INDUSTRIES INC
$517.67M$7.01$13.5092.58%Strong Buy220.80%N/A4.92%3.88%
GAIN
GLADSTONE INVESTMENT CORPORATION
$590.96M$14.84$17.0014.56%Buy16.69%-48.66%6.83%3.39%
CG
CARLYLE GROUP INC
$13.29B$37.31$54.2745.47%Buy1117.11%82.91%42.65%7.93%
BAM
BROOKFIELD ASSET MANAGEMENT LTD
$73.36B$45.93$56.3322.65%Buy611.98%12.60%62.18%23.26%
SLRC
SLR INVESTMENT CORP
$606.65M$11.12$11.503.42%Strong Sell2-2.75%-0.47%7.31%2.80%
HSDT
SOLANA CO
$140.87M$2.33$4.0071.67%Strong Buy116.06%N/A5.21%4.90%
MAIN
MAIN STREET CAPITAL CORP
$4.99B$53.36$60.4013.19%Buy56.95%-12.04%10.99%5.86%
PS
PERSHING SQUARE INC
$18.30B$45.75$41.50-9.29%Hold10N/AN/AN/A24.66%
ASST
STRIVE INC
$2.31B$27.06$33.2022.69%Strong Buy5N/AN/A-21.98%-10.32%
STEP
STEPSTONE GROUP INC
$5.18B$42.96$63.5047.81%Strong Buy82.30%N/A-86.60%6.01%
FGC
FG COMMUNITIES HOLDINGS INC
$31.59M$6.20N/AN/AN/AN/A-58.64%N/A-58.99%-54.56%
BUR
BURFORD CAPITAL LTD
$676.32M$3.08$5.0062.34%Hold1N/AN/AN/AN/A
ARES
ARES MANAGEMENT CORP
$26.04B$116.29$153.4231.93%Buy127.89%58.14%52.23%6.99%
NSLR
NEOSTELLAR CAPITAL CORP
$161.75M$6.11$16.00161.87%Strong Buy2-22.16%-7.93%-4.70%-3.98%
DFDV
DEFI DEVELOPMENT CORP
$119.96M$3.87$10.40168.73%Strong Buy1-20.10%N/AN/A-15.01%
AVAT
AVALANCHE TREASURY CORP
$52.46M$1.20N/AN/AN/AN/AN/AN/AN/AN/A
TGE
GENERATION ESSENTIALS GROUP
$41.82M$0.86N/AN/AN/AN/AN/AN/AN/AN/A
PFX
PHENIXFIN CORP
$84.98M$44.00N/AN/AN/AN/A-6.90%5.44%3.11%1.58%
GROW
U S GLOBAL INVESTORS INC
$32.10M$2.61N/AN/AN/AN/AN/AN/AN/AN/A
MGLD
MARYGOLD COMPANIES INC
$84.14M$1.97N/AN/AN/AN/AN/AN/AN/AN/A
AURE
AURELION INC
$34.93M$0.93N/AN/AN/AN/AN/AN/AN/AN/A
TWAV
TAOWEAVE INC
$5.70M$1.47N/AN/AN/AN/AN/AN/AN/AN/A
WTF
WATON FINANCIAL LTD
$113.36M$2.35N/AN/AN/AN/AN/AN/AN/AN/A
ZSTK
ZEROSTACK CORP
$64.89M$3.71N/AN/AN/AN/AN/AN/A-519.00%-284.73%
HNNA
HENNESSY ADVISORS INC
$81.18M$10.27N/AN/AN/AN/AN/AN/AN/AN/A
GEG
GREAT ELM GROUP INC
$66.85M$2.15N/AN/AN/AN/AN/AN/A65.96%23.68%
INV
INNVENTURE INC
$24.54M$0.29N/AN/AN/AN/A24.07%N/A-41.99%-15.54%
CWD
CALIBERCOS INC
$4.51M$0.43N/AN/AN/AN/A20.74%N/A-305.70%2.48%

Asset Management Stocks FAQ

What are the best asset management stocks to buy right now in Oct 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 109 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 Acadian Asset Management (NYSE:AAMI) is: Value: C, Growth: B, Momentum: B, Sentiment: C, Safety: C, Financials: A, and AI: C.

Acadian Asset Management (NYSE:AAMI) has a Due Diligence Score of 39, which is 7 points higher than the asset management industry average of 32.

AAMI passed 16 out of 38 due diligence checks and has average fundamentals. Acadian Asset Management has seen its stock return 99.58% over the past year, overperforming other asset management stocks by 106 percentage points.

Acadian Asset Management has an average 1 year price target of $94.00, a downside of -0.38% from Acadian Asset Management's current stock price of $94.36.

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

Affiliated Managers Group (NYSE:AMG) has a Due Diligence Score of 42, which is 10 points higher than the asset management industry average of 32.

AMG passed 17 out of 38 due diligence checks and has strong fundamentals. Affiliated Managers Group has seen its stock return 59.91% over the past year, overperforming other asset management stocks by 66 percentage points.

Affiliated Managers Group has an average 1 year price target of $444.00, an upside of 14.21% from Affiliated Managers Group's current stock price of $388.75.

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. Franklin Templeton (NYSE:BEN)


Franklin Templeton (NYSE:BEN) is the #3 top asset management stock out of 109 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 Templeton (NYSE:BEN) is: Value: C, Growth: B, Momentum: C, Sentiment: B, Safety: A, Financials: C, and AI: C.

Franklin Templeton (NYSE:BEN) has a Due Diligence Score of 46, which is 14 points higher than the asset management industry average of 32.

BEN passed 16 out of 38 due diligence checks and has strong fundamentals. Franklin Templeton has seen its stock return 37.92% over the past year, overperforming other asset management stocks by 44 percentage points.

Franklin Templeton has an average 1 year price target of $35.25, an upside of 12.84% from Franklin Templeton's current stock price of $31.24.

Franklin Templeton stock has a consensus Buy recommendation according to Wall Street analysts. Of the 8 analysts covering Franklin Templeton, 37.5% have issued a Strong Buy rating, 0% have issued a Buy, 50% have issued a hold, while 12.5% have issued a Sell rating, and 0% have issued a Strong Sell.

What are the asset management stocks with highest dividends?

Out of 83 asset management stocks that have issued dividends in the past year, the 3 asset management stocks with the highest dividend yields are:

1. Prospect Capital (NASDAQ:PSEC)


Prospect Capital (NASDAQ:PSEC) has an annual dividend yield of 32.89%, which is 23 percentage points higher than the asset management industry average of 9.62%. Prospect Capital's dividend payout is not stable, having dropped more than 10% three 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 850% indicates that its high dividend yield might not be sustainable for the long-term.

2. Oxford Square Capital (NASDAQ:OXSQ)


Oxford Square Capital (NASDAQ:OXSQ) has an annual dividend yield of 32.56%, which is 23 percentage points higher than the asset management industry average of 9.62%. 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.

3. Pennantpark Investment (NYSE:PNNT)


Pennantpark Investment (NYSE:PNNT) has an annual dividend yield of 31.94%, which is 22 percentage points higher than the asset management industry average of 9.62%. 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.

Why are asset management stocks up?

Asset management stocks were up 1.03% in the last day, and up 1.03% over the last week.

We couldn't find a catalyst for why asset management stocks are up.

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

Virtus Investment Partners's stock has dropped -33.5% in the past year. It has underperformed other stocks in the asset management industry by -27 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 A. 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 8 points higher than the asset management industry average of 35. It passed 3 out of 7 valuation due diligence checks.

Triplepoint Venture Growth Bdc's stock has dropped -23.67% in the past year. It has underperformed other stocks in the asset management industry by -18 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 71, which is 36 points higher than the asset management industry average of 35. It passed 5 out of 7 valuation due diligence checks.

Noah Holdings's stock has dropped -38.67% in the past year. It has underperformed other stocks in the asset management industry by -33 percentage points.

Are asset management stocks a good buy now?

33.77% of asset management stocks rated by analysts are a hold right now. On average, analysts expect asset management stocks to rise by 20.56% over the next year.

0% of asset management stocks have a Zen Rating of A (Strong Buy), 7.95% of asset management stocks are rated B (Buy), 76.14% are rated C (Hold), 14.77% are rated D (Sell), and 1.14% 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 26.46x.
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.