Sectors & IndustriesFinancial ServicesAsset Management
Best Asset Management Stocks to Buy Now (2025)
Top asset management stocks in 2025 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 107th ranked industry out of 145 stock market industries
Learn how the Zen Ratings work
Ticker
Company
Zen Rating
Sentiment
Market Cap
Shares
Institutional %
Insider %
Net Insider (L12M)
Net Insider (L3M)
SSSS
SURO CAPITAL CORP
$235.75M23,551,85922.61%17.79%Net BuyingNet Buying
FHI
FEDERATED HERMES INC
$3.89B77,546,86764.82%35.18%Net BuyingNet Selling
HRZN
HORIZON TECHNOLOGY FINANCE CORP
$294.26M44,383,2925.89%6.67%Net Buying
AAMI
ACADIAN ASSET MANAGEMENT INC
$1.56B35,795,27527.95%72.05%Net SellingNet Selling
IVZ
INVESCO LTD
$10.40B445,092,90060.82%39.18%Net SellingNet Selling
AMG
AFFILIATED MANAGERS GROUP INC
$7.29B28,412,06393.47%6.53%Net BuyingNet Buying
JHG
JANUS HENDERSON GROUP PLC
$6.69B154,476,40847.46%52.54%Net BuyingNet Selling
WT
WISDOMTREE INC
$1.75B147,107,12164.96%35.04%Net SellingNet Selling
NOAH
NOAH HOLDINGS LTD
$779.43M348,892,8707.92%0.00%
TROW
PRICE T ROWE GROUP INC
$22.34B218,237,00080.25%10.70%Net SellingNet Buying
HTGC
HERCULES CAPITAL INC
$3.29B181,718,07525.42%7.29%Net BuyingNet Selling
GCMG
GCM GROSVENOR INC
$2.26B194,229,68023.71%76.29%Net SellingNet Selling
VCTR
VICTORY CAPITAL HOLDINGS INC
$4.20B67,236,28754.82%45.18%Net BuyingNet Buying
VINP
VINCI COMPASS INVESTMENTS LTD
$796.88M68,696,97213.62%0.00%
PAX
PATRIA INVESTMENTS LTD
$2.42B159,466,99627.45%0.00%
DHIL
DIAMOND HILL INVESTMENT GROUP INC
$352.64M2,705,29667.82%23.95%Net SellingNet Selling
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC
$3.60B80,697,17578.35%9.07%Net Selling
OXSQ
OXFORD SQUARE CAPITAL CORP
$149.83M78,034,6046.41%9.25%
BUR
BURFORD CAPITAL LTD
$2.07B218,662,58956.56%43.44%Net SellingNet Selling
CRBG
COREBRIDGE FINANCIAL INC
$15.77B520,493,81969.86%30.14%Net SellingNet Selling
BK
BANK OF NEW YORK MELLON CORP
$75.79B697,349,12482.42%17.58%Net SellingNet Buying
BX
BLACKSTONE INC
$105.30B729,647,97069.90%8.99%Net SellingNet Selling
BLK
BLACKROCK INC
$166.25B154,853,33762.15%37.85%Net SellingNet Selling
AMP
AMERIPRISE FINANCIAL INC
$42.65B92,905,71359.41%40.59%Net SellingNet Selling
VRTS
VIRTUS INVESTMENT PARTNERS INC
$1.12B6,911,16443.54%56.46%Net Selling
PNNT
PENNANTPARK INVESTMENT CORP
$423.77M65,296,09419.93%8.63%Net Buying
PFG
PRINCIPAL FINANCIAL GROUP INC
$17.83B219,693,84375.08%2.08%Net Selling
SEIC
SEI INVESTMENTS CO
$10.09B122,439,41051.76%48.24%Net SellingNet Buying
PX
P10 INC
$1.16B109,876,26745.72%29.35%Net SellingNet Selling
FDUS
FIDUS INVESTMENT CORP
$728.95M35,011,88025.87%3.81%
SII
SPROTT INC
$2.17B25,801,64450.94%10.09%
BCSF
BAIN CAPITAL SPECIALTY FINANCE INC
$904.27M64,868,50749.67%18.73%Net Buying
CSWC
CAPITAL SOUTHWEST CORP
$1.18B57,466,99830.55%20.03%Net SellingNet Buying
ALTI
ALTI GLOBAL INC
$586.61M146,653,37320.86%60.58%Net Selling
AB
ALLIANCEBERNSTEIN HOLDING LP
$3.61B90,993,25114.73%27.07%Net BuyingNet Selling
KKR
KKR & CO INC
$105.89B890,641,90360.12%19.34%Net SellingNet Selling
TPG
TPG INC
$20.14B378,070,32833.70%4.61%Net Selling
BCIC
BCP INVESTMENT CORP
$159.36M13,191,9297.76%92.24%Net BuyingNet Buying
TRIN
TRINITY CAPITAL INC
$1.01B70,314,16024.60%5.93%Net SellingNet Selling
MFIC
MIDCAP FINANCIAL INVESTMENT CORP
$1.14B93,303,62230.93%1.63%Net Buying
CION
CION INVESTMENT CORP
$475.03M52,086,80236.74%0.83%Net BuyingNet Buying
STEP
STEPSTONE GROUP INC
$7.30B116,418,35361.00%39.00%Net SellingNet Selling
SLRC
SLR INVESTMENT CORP
$846.69M54,554,63431.45%27.72%Net BuyingNet Buying
CNS
COHEN & STEERS INC
$3.49B51,007,54132.59%67.41%Net BuyingNet Buying
STT
STATE STREET CORP
$32.65B279,312,43692.53%3.01%Net SellingNet Selling
GBDC
GOLUB CAPITAL BDC INC
$3.75B266,376,41638.37%24.49%Net Selling
ARES
ARES MANAGEMENT CORP
$50.05B326,579,38358.69%3.75%Net SellingNet Selling
PSBD
PALMER SQUARE CAPITAL BDC INC
$392.90M32,125,73251.34%20.12%Net SellingNet Selling
OWL
BLUE OWL CAPITAL INC
$24.47B1,559,631,28733.16%66.84%Net Selling
CCAP
CRESCENT CAPITAL BDC INC
$524.42M37,061,54736.04%63.96%Net SellingNet Buying
BEN
FRANKLIN RESOURCES INC
$11.82B519,195,47554.54%44.53%Net BuyingNet Buying
GSBD
GOLDMAN SACHS BDC INC
$1.15B117,297,22231.60%5.76%Net BuyingNet Buying
HLNE
HAMILTON LANE INC
$6.92B55,803,73844.98%55.02%Net SellingNet Selling
TSLX
SIXTH STREET SPECIALTY LENDING INC
$2.06B94,240,34851.78%10.29%Net Buying
MAIN
MAIN STREET CAPITAL CORP
$5.09B89,029,36122.14%7.62%Net SellingNet Selling
NMFC
NEW MOUNTAIN FINANCE CORP
$998.55M103,155,81229.34%5.76%Net BuyingNet Buying
BBUC
BROOKFIELD BUSINESS CORP
$2.61B72,954,44685.99%0.00%
BN
BROOKFIELD CORP
$113.32B2,468,745,30041.10%0.00%
SAMG
SILVERCREST ASSET MANAGEMENT GROUP INC
$170.73M12,238,44440.72%59.28%
GLAD
GLADSTONE CAPITAL CORP
$427.62M22,329,85210.12%10.33%Net Selling
BAM
BROOKFIELD ASSET MANAGEMENT LTD
$87.05B1,612,564,52792.75%0.00%
OFS
OFS CAPITAL CORP
$71.95M13,398,0786.44%93.56%
SAR
SARATOGA INVESTMENT CORP
$365.08M16,103,94814.54%41.81%
WTF
WATON FINANCIAL LTD
$246.49M48,237,4720.25%0.00%
WHF
WHITEHORSE FINANCE INC
$170.84M23,243,08814.04%63.07%Net Buying
CG
CARLYLE GROUP INC
$18.80B361,135,88163.62%33.04%Net SellingNet Selling
GECC
GREAT ELM CAPITAL CORP
$108.07M13,998,1686.73%93.27%Net SellingNet Selling
APO
APOLLO GLOBAL MANAGEMENT INC
$76.51B572,026,73562.53%35.10%Net SellingNet Selling
CGBD
CARLYLE SECURED LENDING INC
$884.31M72,902,98134.76%2.16%Net BuyingNet Selling
TCPC
BLACKROCK TCP CAPITAL CORP
$469.40M85,036,46721.82%1.15%Net Buying
ARCC
ARES CAPITAL CORP
$14.59B715,726,60031.05%1.04%Net BuyingNet Buying
TPVG
TRIPLEPOINT VENTURE GROWTH BDC CORP
$223.39M40,323,7419.13%5.53%Net BuyingNet Buying
PSEC
PROSPECT CAPITAL CORP
$1.17B462,343,45214.08%29.11%Net BuyingNet Buying
NTRS
NORTHERN TRUST CORP
$24.24B189,117,36988.27%6.68%Net SellingNet Buying
SCM
STELLUS CAPITAL INVESTMENT CORP
$337.02M28,416,14811.29%5.90%
NCDL
NUVEEN CHURCHILL DIRECT LENDING CORP
$702.28M49,387,06528.50%14.14%Net BuyingNet Buying
BXSL
BLACKSTONE SECURED LENDING FUND
$6.02B230,232,98836.28%0.10%Net BuyingNet Buying
PFLT
PENNANTPARK FLOATING RATE CAPITAL LTD
$908.84M99,217,89621.57%1.38%Net Buying
FSK
FS KKR CAPITAL CORP
$4.14B280,066,43329.34%1.71%Net SellingNet Buying
GAIN
GLADSTONE INVESTMENT CORPORATION
$529.34M38,219,23014.46%2.51%
BENF
BENEFICIENT
$5.58M9,703,50413.47%26.82%Net Buying
CWD
CALIBERCOS INC
$7.15M2,415,0380.03%99.97%Net Selling
INV
INNVENTURE INC
$200.01M56,025,55412.34%64.20%Net BuyingNet Selling
GEG
GREAT ELM GROUP INC
$71.04M28,996,7875.49%94.51%Net SellingNet Selling
WHG
WESTWOOD HOLDINGS GROUP INC
$159.94M9,408,13042.36%57.64%Net SellingNet Selling
RAND
RAND CAPITAL CORP
$40.57M2,969,8140.64%99.36%Net BuyingNet Buying
AMTD
AMTD IDEA GROUP
$84.02M488,450,4970.10%0.00%
MGLD
MARYGOLD COMPANIES INC
$43.46M42,817,6870.41%86.52%Net Buying
SWKH
SWK HOLDINGS CORP
$198.37M12,147,39115.11%84.89%Net Buying
EQS
EQUUS TOTAL RETURN INC
$26.63M13,586,1730.32%99.68%Net BuyingNet Buying
MLCI
MOUNT LOGAN CAPITAL INC
N/AN/A0.00%0.00%
MRCC
MONROE CAPITAL CORP
$149.71M21,666,34014.84%3.25%
MAAS
MAASE INC
$60.49M15,917,2410.28%0.00%
ICMB
INVESTCORP CREDIT MANAGEMENT BDC INC
$39.69M14,431,2025.70%77.30%Net Buying
RMCO
ROYALTY MANAGEMENT HOLDING CORP
$49.77M14,724,8921.56%25.75%Net Buying
TGE
GENERATION ESSENTIALS GROUP
$72.77M53,115,2860.11%0.00%
PFX
PHENIXFIN CORP
$84.66M2,003,8694.41%95.59%Net BuyingNet Buying
STEC
SANTECH HOLDINGS LTD
$85.47M159,750,0000.08%0.00%
HNNA
HENNESSY ADVISORS INC
$76.63M7,787,56013.86%45.66%Net SellingNet Selling
AURE
PRESTIGE WEALTH INC
$17.92M46,303,0700.27%0.00%

Asset Management Stocks FAQ

What are the best asset management stocks to buy right now in Nov 2025?

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. Suro Capital (NASDAQ:SSSS)


Suro Capital (NASDAQ:SSSS) 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 Suro Capital (NASDAQ:SSSS) is: Value: B, Growth: C, Momentum: B, Sentiment: A, Safety: D, Financials: B, and AI: C.

Suro Capital (NASDAQ:SSSS) has a Due Diligence Score of 22, which is -10 points lower than the asset management industry average of 32. Although this number is below the industry average, our proven quant model rates SSSS as a "A".

SSSS passed 8 out of 38 due diligence checks and has weak fundamentals. Suro Capital has seen its stock return 105.54% over the past year, overperforming other asset management stocks by 108 percentage points.

Suro Capital has an average 1 year price target of $10.83, an upside of 8.22% from Suro Capital's current stock price of $10.01.

Suro Capital stock has a consensus Strong Buy recommendation according to Wall Street analysts. Of the 3 analysts covering Suro Capital, 33.33% have issued a Strong Buy rating, 66.67% have issued a Buy, 0% have issued a hold, while 0% have issued a Sell rating, and 0% have issued a Strong Sell.

2. Federated Hermes (NYSE:FHI)


Federated Hermes (NYSE:FHI) 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 Federated Hermes (NYSE:FHI) is: Value: C, Growth: C, Momentum: C, Sentiment: B, Safety: B, Financials: A, and AI: B.

Federated Hermes (NYSE:FHI) has a Due Diligence Score of 50, which is 18 points higher than the asset management industry average of 32.

FHI passed 19 out of 38 due diligence checks and has strong fundamentals. Federated Hermes has seen its stock return 24.16% over the past year, overperforming other asset management stocks by 26 percentage points.

Federated Hermes has an average 1 year price target of $52.00, an upside of 3.57% from Federated Hermes's current stock price of $50.21.

Federated Hermes stock has a consensus Buy recommendation according to Wall Street analysts. Of the 5 analysts covering Federated Hermes, 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.

3. Horizon Technology Finance (NASDAQ:HRZN)


Horizon Technology Finance (NASDAQ:HRZN) 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 Horizon Technology Finance (NASDAQ:HRZN) is: Value: C, Growth: A, Momentum: D, Sentiment: C, Safety: B, Financials: C, and AI: C.

Horizon Technology Finance (NASDAQ:HRZN) has a Due Diligence Score of 13, which is -19 points lower than the asset management industry average of 32. Although this number is below the industry average, our proven quant model rates HRZN as a "B".

HRZN passed 4 out of 38 due diligence checks and has weak fundamentals. Horizon Technology Finance has seen its stock lose -28.56% over the past year, underperforming other asset management stocks by -26 percentage points.

Horizon Technology Finance has an average 1 year price target of $6.88, an upside of 3.7% from Horizon Technology Finance's current stock price of $6.63.

Horizon Technology Finance stock has a consensus Buy recommendation according to Wall Street analysts. Of the 2 analysts covering Horizon Technology Finance, 50% have issued a Strong Buy rating, 0% have issued a Buy, 50% 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. Prospect Capital (NASDAQ:PSEC)


Prospect Capital (NASDAQ:PSEC) has an annual dividend yield of 21.26%, which is 14 percentage points higher than the asset management industry average of 7.45%. Prospect Capital's dividend payout is not stable, having dropped more than 10% two 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 -43.3% indicates that its high dividend yield might not be sustainable for the long-term.

2. Triplepoint Venture Growth Bdc (NYSE:TPVG)


Triplepoint Venture Growth Bdc (NYSE:TPVG) has an annual dividend yield of 20.4%, which is 13 percentage points higher than the asset management industry average of 7.45%. Triplepoint Venture Growth Bdc's dividend payout is not stable, having dropped more than 10% five times in the last 10 years. Triplepoint Venture Growth Bdc's dividend has not shown consistent growth over the last 10 years.

Triplepoint Venture Growth Bdc's dividend payout ratio of 116.5% indicates that its high dividend yield might not be sustainable for the long-term.

3. Goldman Sachs Bdc (NYSE:GSBD)


Goldman Sachs Bdc (NYSE:GSBD) has an annual dividend yield of 20.12%, which is 13 percentage points higher than the asset management industry average of 7.45%. Goldman Sachs Bdc's dividend payout is not stable, having dropped more than 10% five times in the last 10 years. Goldman Sachs Bdc's dividend has shown consistent growth over the last 10 years.

Goldman Sachs Bdc's dividend payout ratio of 406.7% 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 1.07% in the last day, and down -0.58% 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 32 points higher than the asset management industry average of 39. It passed 5 out of 7 valuation due diligence checks.

Virtus Investment Partners's stock has dropped -25.72% in the past year. It has underperformed other stocks in the asset management industry by -24 percentage points.

2. Diamond Hill Investment Group (NASDAQ:DHIL)


Diamond Hill Investment Group (NASDAQ:DHIL) 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.

Diamond Hill Investment Group has a valuation score of 86, which is 47 points higher than the asset management industry average of 39. It passed 6 out of 7 valuation due diligence checks.

Diamond Hill Investment Group's stock has dropped -16.48% in the past year. It has underperformed other stocks in the asset management industry by -14 percentage points.

3. Corebridge Financial (NYSE:CRBG)


Corebridge Financial (NYSE:CRBG) 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.

Corebridge Financial has a valuation score of 71, which is 32 points higher than the asset management industry average of 39. It passed 5 out of 7 valuation due diligence checks.

Corebridge Financial's stock has gained 0.97% in the past year. It has overperformed other stocks in the asset management industry by 3 percentage points.

Are asset management stocks a good buy now?

37.31% of asset management stocks rated by analysts are a buy right now. On average, analysts expect asset management stocks to rise by 17.09% over the next year.

1.2% of asset management stocks have a Zen Rating of A (Strong Buy), 7.23% of asset management stocks are rated B (Buy), 80.72% are rated C (Hold), 9.64% 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 44.01x.
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.