Sectors & Industries Financial 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

Overview Zen Rating Price Value Growth Financials Momentum

Sentiment Forecast Dividends Due Diligence

Asset Management is Zen Rated D and is the 101st ranked industry out of 145 stock market industries

Ticker	Company	Price	Volume	Vol 1d %	SMA 10	SMA 20	SMA 50	SMA 100	SMA 200	RSI	Stochastic %K	Stochastic %D	StochRSI %K	StochRSI %D	MACD	MACD Signal	MACD Histogram	Beta
CION	CION INVESTMENT CORP	$9.30	295,000	21.40%	9.33	9.47	9.71	9.63	9.74	42.73	20.23	20.20	35.58	33.09	-0.12	-0.11	-0.01	0.77
BCIC	BCP INVESTMENT CORP	$12.28	46,000	8.49%	12.38	12.21	12.40	12.15	12.20	50.37	55.04	61.33	49.60	62.00	0.05	0.02	0.03	0.29
FHI	FEDERATED HERMES INC	$53.28	996,000	-20.19%	53.53	53.13	52.01	51.54	48.64	52.29	52.39	49.41	44.61	40.49	0.26	0.38	-0.12	0.79
GCMG	GCM GROSVENOR INC	$11.32	419,000	9.11%	11.49	11.54	11.34	11.65	11.98	45.03	20.17	20.18	10.78	8.42	-0.03	0.02	-0.05	0.67
IVZ	INVESCO LTD	$27.29	10,813,000	116.91%	28.25	28.26	26.62	24.88	21.06	47.16	32.69	33.54	10.37	9.45	0.28	0.55	-0.27	1.50
PSEC	PROSPECT CAPITAL CORP	$2.77	3,297,000	-23.40%	2.81	2.80	2.68	2.70	2.98	51.31	18.42	29.85	2.92	6.59	0.04	0.05	-0.01	0.77
VINP	VINCI COMPASS INVESTMENTS LTD	$12.51	78,000	261.11%	12.73	12.95	12.74	11.89	10.81	41.87	51.34	54.44	46.35	52.83	-0.02	0.03	-0.05	0.86
AMG	AFFILIATED MANAGERS GROUP INC	$313.09	501,000	70.99%	318.20	313.42	289.77	266.18	230.52	56.15	31.06	27.69	13.61	9.26	7.27	9.61	-2.34	1.28
BEN	FRANKLIN RESOURCES INC	$26.62	24,424,000	194.51%	25.66	25.44	24.06	23.63	23.29	67.54	75.41	65.77	47.45	34.71	0.51	0.51	0.01	1.23
HRZN	HORIZON TECHNOLOGY FINANCE CORP	$6.70	591,000	-4.06%	6.67	6.66	6.59	6.47	7.03	55.73	62.81	62.89	31.29	30.42	0.04	0.04	0.00	0.66
NOAH	NOAH HOLDINGS LTD	$11.86	149,000	18.25%	11.52	11.29	10.63	11.06	11.12	68.42	79.61	75.45	74.97	65.40	0.33	0.28	0.05	1.16
SEIC	SEI INVESTMENTS CO	$87.85	1,326,000	-31.26%	85.91	86.06	83.56	83.63	84.71	59.80	56.82	47.87	79.04	53.43	0.76	0.68	0.08	0.95
AAMI	ACADIAN ASSET MANAGEMENT INC	$55.42	429,000	80.25%	55.09	53.02	48.95	47.83	42.06	71.08	86.39	87.98	39.01	60.42	1.97	1.96	0.01	1.11
TROW	PRICE T ROWE GROUP INC	$105.68	2,631,000	15.95%	105.62	106.10	104.24	104.03	101.38	50.95	42.29	40.84	30.75	25.65	0.22	0.42	-0.20	1.37
HLNE	HAMILTON LANE INC	$141.24	506,000	6.75%	148.44	147.58	136.45	133.37	142.96	45.50	18.91	27.66	3.19	3.19	2.36	3.94	-1.58	1.33
WT	WISDOMTREE INC	$16.20	8,239,000	10.64%	16.08	14.75	12.88	12.94	12.10	70.65	87.36	92.61	63.85	82.04	1.10	0.98	0.13	1.04
HTGC	HERCULES CAPITAL INC	$18.53	1,307,000	12.77%	18.68	18.68	18.51	18.35	18.39	47.38	39.89	46.60	10.80	23.80	0.02	0.05	-0.03	0.78
VCTR	VICTORY CAPITAL HOLDINGS INC	$70.53	534,000	-17.08%	68.87	67.85	65.04	65.13	65.03	65.06	84.89	80.56	59.99	51.07	1.37	1.22	0.15	1.24
PAX	PATRIA INVESTMENTS LTD	$14.61	2,139,000	10.43%	16.31	16.72	15.93	15.28	14.13	27.25	6.97	6.02	0.00	0.00	-0.20	0.16	-0.36	1.00
AMP	AMERIPRISE FINANCIAL INC	$527.19	1,159,000	-4.37%	505.74	504.98	487.78	483.57	496.59	64.52	53.88	42.19	69.72	43.29	6.03	5.05	0.98	1.21
CSWC	CAPITAL SOUTHWEST CORP	$23.44	608,000	30.75%	23.28	23.09	22.21	21.74	21.73	61.47	69.46	69.17	24.59	28.25	0.35	0.37	-0.02	0.69
GSBD	GOLDMAN SACHS BDC INC	$9.42	1,305,000	46.46%	9.39	9.29	9.58	9.91	10.59	49.90	70.90	72.81	86.78	86.78	-0.04	-0.08	0.03	0.59
PSBD	PALMER SQUARE CAPITAL BDC INC	$11.72	35,400	-16.90%	11.80	11.94	12.05	12.33	13.04	41.27	11.95	12.51	8.85	6.82	-0.11	-0.08	-0.03	0.43
WHF	WHITEHORSE FINANCE INC	$6.71	77,000	-15.85%	6.88	6.93	7.13	7.23	8.11	37.93	11.27	10.14	3.51	8.85	-0.09	-0.08	-0.01	0.37
BK	BANK OF NEW YORK MELLON CORP	$119.92	3,060,000	-21.58%	119.78	120.44	116.45	112.11	102.51	52.81	32.28	26.34	28.37	23.12	0.83	1.22	-0.39	0.91
SLRC	SLR INVESTMENT CORP	$15.00	282,000	22.08%	15.12	15.25	15.46	15.35	15.80	42.73	19.80	18.86	13.97	15.05	-0.13	-0.10	-0.03	0.59
ALTI	ALTI GLOBAL INC	$4.69	185,000	52.89%	4.45	4.39	4.45	4.12	4.01	56.21	94.12	90.60	92.22	97.41	0.06	-0.01	0.07	0.50
FDUS	FIDUS INVESTMENT CORP	$19.29	170,000	12.58%	19.52	19.63	19.57	19.98	20.19	44.43	14.24	17.45	11.33	9.65	-0.07	-0.02	-0.05	0.51
TPG	TPG INC	$58.91	1,505,000	-27.68%	61.68	64.20	62.96	60.42	56.87	33.83	6.22	4.74	0.33	0.11	-1.28	-0.37	-0.91	1.50
PX	P10 INC	$10.78	693,000	51.64%	10.82	10.58	10.08	10.48	10.90	55.54	55.06	56.33	27.14	34.65	0.20	0.20	0.00	0.98
APAM	ARTISAN PARTNERS ASSET MANAGEMENT INC	$44.52	516,000	-31.38%	43.78	43.49	42.32	43.23	43.32	58.02	71.20	66.40	38.48	33.08	0.46	0.43	0.03	1.28
OXSQ	OXFORD SQUARE CAPITAL CORP	$1.86	1,722,000	68.33%	1.87	1.85	1.83	1.84	2.09	51.55	64.84	64.51	41.04	45.59	0.02	0.02	0.01	0.51
TCPC	BLACKROCK TCP CAPITAL CORP	$5.18	675,000	-13.79%	5.50	5.55	5.68	5.85	6.62	37.94	28.93	28.83	18.49	15.99	-0.11	-0.05	-0.05	0.62
SSSS	SURO CAPITAL CORP	$9.34	162,000	9.46%	9.48	9.54	9.41	9.38	8.35	45.98	47.45	62.53	40.10	63.77	0.02	0.03	-0.01	1.02
BLK	BLACKROCK INC	$1,118.94	632,000	-9.84%	1,126.73	1,112.99	1,081.71	1,103.80	1,068.14	53.04	48.74	47.43	18.76	18.89	10.70	11.72	-1.02	1.20
VRTS	VIRTUS INVESTMENT PARTNERS INC	$163.25	329,000	225.74%	167.03	168.29	164.56	172.70	177.54	43.60	23.35	32.63	10.69	21.95	0.00	0.68	-0.68	1.37
BX	BLACKSTONE INC	$142.42	3,863,000	-53.27%	150.94	154.55	151.76	157.07	154.93	33.71	8.29	8.09	0.00	0.00	-2.33	-0.45	-1.89	1.64
SII	SPROTT INC	$122.68	567,000	-14.86%	128.77	117.96	102.90	92.23	77.56	57.23	70.84	83.18	36.57	66.48	8.87	8.40	0.47	0.84
PFG	PRINCIPAL FINANCIAL GROUP INC	$94.72	1,888,000	-12.23%	92.02	91.31	88.87	85.36	81.71	64.69	93.38	90.50	95.48	83.24	1.43	1.09	0.34	1.03
CRBG	COREBRIDGE FINANCIAL INC	$30.83	3,503,000	7.62%	30.34	30.47	30.25	31.02	32.07	53.54	76.25	64.68	83.80	72.84	0.02	-0.04	0.06	1.26
OFS	OFS CAPITAL CORP	$4.97	97,000	-14.16%	5.01	4.95	4.93	6.02	7.27	49.96	28.02	37.84	22.07	30.06	-0.00	-0.01	0.00	0.47
BCSF	BAIN CAPITAL SPECIALTY FINANCE INC	$13.17	449,000	18.47%	13.47	13.69	13.94	14.08	14.69	36.39	10.09	8.95	1.77	6.24	-0.20	-0.14	-0.06	0.60
AB	ALLIANCEBERNSTEIN HOLDING LP	$42.54	393,000	-35.89%	40.97	39.87	40.02	39.46	39.81	62.81	68.02	71.96	85.34	91.66	0.67	0.29	0.38	0.95
NMFC	NEW MOUNTAIN FINANCE CORP	$8.61	2,136,000	63.80%	8.89	9.05	9.26	9.44	9.94	32.14	9.00	11.92	5.58	3.00	-0.17	-0.12	-0.05	0.52
ARES	ARES MANAGEMENT CORP	$149.67	2,997,000	-6.26%	156.28	164.13	163.48	160.59	166.23	32.00	15.26	12.95	8.60	5.04	-4.47	-2.20	-2.27	1.49
SAR	SARATOGA INVESTMENT CORP	$23.64	98,000	48.48%	23.41	23.30	23.06	23.09	23.88	57.42	70.07	66.69	54.61	51.70	0.14	0.12	0.02	0.57
STT	STATE STREET CORP	$130.86	2,128,000	-6.99%	128.03	130.57	126.61	120.87	111.71	54.29	50.13	41.90	39.37	30.97	0.32	0.65	-0.32	1.16
STEP	STEPSTONE GROUP INC	$70.69	617,000	15.11%	73.54	72.43	66.97	65.17	61.23	49.66	20.02	35.72	0.42	1.25	1.59	2.20	-0.62	1.44
OWL	BLUE OWL CAPITAL INC	$13.64	21,727,000	-6.07%	14.91	15.30	15.27	15.98	17.47	30.65	5.11	5.60	0.00	0.00	-0.35	-0.15	-0.21	1.46
TRIN	TRINITY CAPITAL INC	$16.83	1,654,000	16.81%	16.61	16.15	15.40	15.33	15.10	65.88	86.98	90.60	67.05	71.64	0.44	0.39	0.06	0.63
NTRS	NORTHERN TRUST CORP	$149.43	1,293,000	-18.37%	148.50	146.45	139.32	134.25	125.02	60.75	56.50	56.53	40.10	42.32	3.09	3.07	0.03	1.09
BAM	BROOKFIELD ASSET MANAGEMENT LTD	$49.71	3,159,000	-28.56%	51.18	52.34	52.48	54.21	55.77	36.76	14.53	19.58	16.37	26.09	-0.69	-0.47	-0.22	1.31
MFIC	MIDCAP FINANCIAL INVESTMENT CORP	$11.19	393,000	-13.44%	11.36	11.41	11.64	11.83	12.24	41.65	15.77	19.34	8.00	20.69	-0.11	-0.09	-0.02	0.76
SAMG	SILVERCREST ASSET MANAGEMENT GROUP INC	$14.74	30,500	-16.21%	15.34	15.41	14.93	14.94	15.31	40.28	13.61	21.40	2.13	14.69	-0.02	0.11	-0.13	0.76
GECC	GREAT ELM CAPITAL CORP	$7.01	34,000	-67.31%	7.12	7.07	7.23	8.04	9.41	46.62	37.09	51.82	35.61	51.05	-0.03	-0.04	0.01	0.22
CCAP	CRESCENT CAPITAL BDC INC	$14.39	141,000	-39.74%	14.46	14.45	14.45	14.45	14.77	48.18	25.47	35.81	20.96	28.64	-0.02	-0.00	-0.02	0.50
BXSL	BLACKSTONE SECURED LENDING FUND	$25.66	1,608,000	14.37%	26.18	26.23	26.95	26.85	28.81	39.45	23.80	35.60	35.85	51.88	-0.28	-0.26	-0.02	0.49
CGBD	CARLYLE SECURED LENDING INC	$12.25	380,000	-5.94%	12.61	12.64	12.62	12.63	13.31	38.30	14.51	20.73	0.00	7.02	-0.06	-0.00	-0.06	0.60
GLAD	GLADSTONE CAPITAL CORP	$20.61	142,000	19.33%	20.74	20.79	20.80	20.78	23.75	47.74	34.42	34.37	21.61	20.79	-0.03	0.01	-0.05	0.72
FSK	FS KKR CAPITAL CORP	$13.79	2,209,000	-31.16%	14.23	14.41	14.94	15.17	17.69	29.56	9.54	12.07	0.00	15.54	-0.26	-0.21	-0.05	0.71
CNS	COHEN & STEERS INC	$64.26	244,000	-24.22%	66.63	66.85	64.09	65.99	70.99	42.68	10.25	8.85	4.93	2.67	0.08	0.70	-0.62	1.07
GBDC	GOLUB CAPITAL BDC INC	$13.39	1,907,000	-7.79%	13.64	13.68	13.75	13.86	14.32	40.44	11.97	22.72	1.45	14.75	-0.05	-0.03	-0.03	0.51
APO	APOLLO GLOBAL MANAGEMENT INC	$134.54	2,348,000	-29.89%	136.33	141.20	140.45	135.44	136.84	38.27	27.38	20.08	29.65	17.44	-2.62	-1.40	-1.22	1.47
ARCC	ARES CAPITAL CORP	$19.89	6,351,000	44.57%	20.51	20.57	20.43	20.42	21.19	37.66	5.59	10.15	0.00	0.00	-0.06	0.04	-0.10	0.70
TSLX	SIXTH STREET SPECIALTY LENDING INC	$21.95	369,000	9.17%	22.19	22.01	21.86	22.12	22.65	48.96	56.01	64.22	36.55	49.73	0.08	0.09	-0.01	0.56
PNNT	PENNANTPARK INVESTMENT CORP	$5.83	491,000	-9.41%	5.91	5.99	5.98	6.30	6.60	40.85	10.95	11.22	5.94	3.89	-0.05	-0.03	-0.02	0.64
TPVG	TRIPLEPOINT VENTURE GROWTH BDC CORP	$5.96	439,000	23.66%	6.36	6.48	6.44	6.12	6.41	31.30	5.11	9.34	0.00	0.00	-0.07	0.00	-0.07	0.73
KKR	KKR & CO INC	$114.26	4,944,000	-23.73%	120.40	126.49	127.29	127.53	128.95	29.38	4.71	4.23	2.20	2.20	-3.87	-2.14	-1.73	1.65
BN	BROOKFIELD CORP	$45.55	5,605,000	10.90%	46.63	47.14	46.36	46.01	43.34	42.16	40.68	49.47	39.90	54.67	-0.00	0.15	-0.16	1.37
NCDL	NUVEEN CHURCHILL DIRECT LENDING CORP	$13.50	248,000	-22.01%	13.49	13.51	14.00	14.17	15.14	45.86	39.50	39.10	42.81	45.35	-0.14	-0.16	0.02	0.44
MAIN	MAIN STREET CAPITAL CORP	$63.80	372,000	20.78%	64.03	62.94	60.84	60.73	60.32	57.34	79.01	83.41	67.37	75.28	1.01	0.97	0.04	0.74
BUR	BURFORD CAPITAL LTD	$9.69	2,246,000	39.42%	9.69	9.54	9.29	10.18	11.79	54.60	44.04	49.83	22.12	26.83	0.11	0.11	-0.00	1.02
PFLT	PENNANTPARK FLOATING RATE CAPITAL LTD	$9.44	917,000	21.30%	9.47	9.49	9.32	9.25	9.77	50.78	31.85	36.70	8.51	13.12	0.04	0.06	-0.02	0.62
SCM	STELLUS CAPITAL INVESTMENT CORP	$12.78	171,000	-0.58%	12.94	12.99	12.64	12.66	13.30	47.62	28.23	30.84	7.29	7.19	0.06	0.11	-0.05	0.50
BBUC	BROOKFIELD BUSINESS CORP	$35.66	114,000	54.05%	35.55	35.62	35.40	35.05	32.37	50.84	37.95	34.78	32.07	22.80	-0.10	-0.02	-0.08	1.28
BENF	BENEFICIENT	$4.59	46,600	191.25%	4.68	5.08	5.44	5.08	3.83	44.53	42.13	34.19	74.83	61.23	-0.34	-0.29	-0.05	0.30
CG	CARLYLE GROUP INC	$58.78	2,644,000	-14.74%	61.38	63.06	59.31	59.54	55.90	38.42	7.74	7.31	1.36	1.36	-0.11	0.73	-0.84	1.66
GAIN	GLADSTONE INVESTMENT CORPORATION	$13.83	121,000	-12.32%	13.88	13.92	13.89	13.89	14.02	47.58	47.40	47.92	22.51	23.80	-0.01	0.00	-0.01	0.69
CWD	CALIBERCOS INC	$1.22	125,000	-5.30%	1.34	1.36	1.64	3.07	3.28	33.70	11.06	17.21	19.13	37.96	-0.11	-0.13	0.02	0.65
INV	INNVENTURE INC	$3.29	1,087,000	-41.90%	3.54	3.84	4.41	4.41	4.62	38.36	12.06	15.38	14.22	22.03	-0.28	-0.25	-0.03	0.23
MLCI	MOUNT LOGAN CAPITAL INC	$8.20	26,000	-54.14%	8.21	8.27	8.06	N/A	N/A	50.01	24.95	19.80	15.12	7.00	0.00	0.04	-0.04	0.18
GEG	GREAT ELM GROUP INC	$2.15	10,300	186.11%	2.29	2.38	2.48	2.52	2.33	22.62	6.07	12.74	0.00	2.99	-0.08	-0.06	-0.02	0.23
RMCO	ROYALTY MANAGEMENT HOLDING CORP	$4.12	36,200	11.04%	4.24	3.85	3.06	2.92	2.13	59.58	62.84	66.32	43.38	54.34	0.39	0.37	0.02	0.25
MGLD	MARYGOLD COMPANIES INC	$1.20	7,806,000	9.22%	1.05	1.00	0.98	1.01	0.94	60.86	31.61	22.24	27.66	15.36	0.03	0.02	0.01	0.23
AURE	PRESTIGE WEALTH INC	$0.29	326,000	-62.49%	0.29	0.29	0.37	0.48	0.45	43.55	77.35	82.70	87.15	94.84	-0.02	-0.03	0.01	0.64
EQS	EQUUS TOTAL RETURN INC	$1.38	3,600	16.13%	1.38	1.37	1.59	1.85	1.62	40.50	47.11	50.81	74.32	76.26	-0.06	-0.07	0.01	0.06
SWKH	SWK HOLDINGS CORP	$17.50	3,200	166.67%	17.43	17.40	17.18	16.38	15.58	55.94	62.89	60.59	25.01	20.72	0.08	0.10	-0.02	0.26
RAND	RAND CAPITAL CORP	$11.20	2,500	-46.81%	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	0.10
JHG	JANUS HENDERSON GROUP PLC	$48.13	1,360,000	-24.11%	47.96	47.93	46.17	45.05	42.09	64.84	70.62	69.63	20.72	21.31	0.45	0.56	-0.11	1.34
MRCC	MONROE CAPITAL CORP	$6.42	101,000	53.03%	6.58	6.52	6.45	6.73	6.69	45.82	44.32	59.98	16.58	38.74	0.02	0.03	-0.01	0.43
HNNA	HENNESSY ADVISORS INC	$10.24	29,000	-12.91%	10.41	10.13	9.96	10.15	10.79	53.35	56.82	66.05	31.85	49.63	0.18	0.17	0.01	0.32
BCG	BINAH CAPITAL GROUP INC	$2.28	8,600	-16.50%	2.40	2.50	2.46	2.09	2.11	44.49	10.78	18.46	13.88	26.02	-0.02	0.02	-0.03	0.15
MAAS	MAASE INC	$6.10	34,300	68.14%	5.83	5.60	4.84	4.18	4.22	69.06	51.14	46.97	97.27	96.34	0.34	0.32	0.02	0.33
GROW	U S GLOBAL INVESTORS INC	$3.32	277,000	111.45%	2.96	2.72	2.53	2.55	2.45	71.47	88.38	93.34	83.90	94.63	0.24	0.13	0.11	0.79
DHIL	DIAMOND HILL INVESTMENT GROUP INC	$171.35	12,300	-52.14%	170.60	170.42	153.63	145.27	143.91	74.59	72.67	61.04	32.95	22.61	3.61	4.74	-1.13	0.77
WHG	WESTWOOD HOLDINGS GROUP INC	$18.31	11,800	145.83%	18.08	17.88	17.42	17.05	16.73	55.76	38.75	41.67	31.76	31.01	0.15	0.18	-0.04	0.54
WTF	WATON FINANCIAL LTD	$3.36	49,500	61.24%	3.54	3.45	3.39	4.58	5.12	45.36	47.10	64.93	20.67	50.03	0.01	0.00	0.01	0.84
AMTD	AMTD IDEA GROUP	$0.98	14,400	-26.90%	1.00	1.01	1.03	1.08	1.05	42.26	25.12	34.25	22.69	23.12	-0.01	-0.01	-0.00	0.09
PFX	PHENIXFIN CORP	$44.56	0	-100.00%	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	0.17
BVC	BITVENTURES LTD	$8.78	3,900	69.57%	9.44	10.52	10.59	11.87	10.27	41.25	26.91	21.35	26.18	21.80	-0.54	-0.35	-0.19	-0.04

Asset Management Stocks FAQ

What are the best asset management stocks to buy right now in Feb 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. Cion Investment (NYSE:CION)

Cion Investment (NYSE:CION) 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 Cion Investment (NYSE:CION) is: Value: B, Growth: B, Momentum: C, Sentiment: B, Safety: C, Financials: C, and AI: C.

Cion Investment (NYSE:CION) has a Due Diligence Score of 27, which is -6 points lower than the asset management industry average of 33. Although this number is below the industry average, our proven quant model rates CION as a "A".

CION passed 9 out of 38 due diligence checks and has average fundamentals. Cion Investment has seen its stock lose -19.48% over the past year, underperforming other asset management stocks by -20 percentage points.

Cion Investment has an average 1 year price target of $8.50, a downside of -8.6% from Cion Investment's current stock price of $9.30.

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

2. Bcp Investment (NASDAQ:BCIC)

Bcp Investment (NASDAQ:BCIC) is the #2 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 Bcp Investment (NASDAQ:BCIC) is: Value: B, Growth: B, Momentum: C, Sentiment: B, Safety: C, Financials: C, and AI: C.

Bcp Investment (NASDAQ:BCIC) has a Due Diligence Score of 40, which is 7 points higher than the asset management industry average of 33.

BCIC passed 14 out of 38 due diligence checks and has average fundamentals. Bcp Investment has seen its stock lose -28.4% over the past year, underperforming other asset management stocks by -28 percentage points.

3. Federated Hermes (NYSE:FHI)

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

Federated Hermes (NYSE:FHI) has a Due Diligence Score of 53, which is 20 points higher than the asset management industry average of 33.

FHI passed 20 out of 38 due diligence checks and has strong fundamentals. Federated Hermes has seen its stock return 34.04% over the past year, overperforming other asset management stocks by 34 percentage points.

Federated Hermes has an average 1 year price target of $54.00, an upside of 1.35% from Federated Hermes's current stock price of $53.28.

Federated Hermes stock has a consensus Hold recommendation according to Wall Street analysts. Of the 4 analysts covering Federated Hermes, 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 82 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 23.94%, which is 16 percentage points higher than the asset management industry average of 8.07%. 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 566.7% indicates that its high dividend yield might not be sustainable for the long-term.

2. Blackrock Tcp Capital (NASDAQ:TCPC)

Blackrock Tcp Capital (NASDAQ:TCPC) has an annual dividend yield of 21.62%, which is 14 percentage points higher than the asset management industry average of 8.07%. Blackrock Tcp Capital's dividend payout is not stable, having dropped more than 10% five times in the last 10 years. Blackrock Tcp Capital's dividend has not shown consistent growth over the last 10 years.

Blackrock Tcp Capital's dividend payout ratio of -1,091.7% indicates that its high dividend yield might not be sustainable for the long-term.

3. Whitehorse Finance (NASDAQ:WHF)

Whitehorse Finance (NASDAQ:WHF) has an annual dividend yield of 21.46%, which is 13 percentage points higher than the asset management industry average of 8.07%. Whitehorse Finance's dividend payout is not stable, having dropped more than 10% seven times in the last 10 years. Whitehorse Finance's dividend has not shown consistent growth over the last 10 years.

Whitehorse Finance's dividend payout ratio of 366.3% indicates that its high dividend yield might not be sustainable for the long-term.

Why are asset management stocks down?

Asset management stocks were down -0.47% in the last day, and down -0.59% over the last week.

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

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 30 points higher than the asset management industry average of 41. It passed 5 out of 7 valuation due diligence checks.

Virtus Investment Partners's stock has dropped -22.71% in the past year. It has underperformed other stocks in the asset management industry by -23 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 -27 points higher than the asset management industry average of 41. 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 7.82% in the past year. It has overperformed other stocks in the asset management industry by 8 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 30 points higher than the asset management industry average of 41. It passed 5 out of 7 valuation due diligence checks.

Corebridge Financial's stock has dropped -9.62% in the past year. It has underperformed other stocks in the asset management industry by -10 percentage points.

Are asset management stocks a good buy now?

32.39% of asset management stocks rated by analysts are a buy right now. On average, analysts expect asset management stocks to rise by 12.95% over the next year.

2.47% of asset management stocks have a Zen Rating of A (Strong Buy), 9.88% of asset management stocks are rated B (Buy), 75.31% are rated C (Hold), 8.64% are rated D (Sell), and 3.7% 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 38.55x.

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.

Sectors & Industries Financial 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.

Asset Management Stocks FAQ

1. Cion Investment (NYSE:CION)

2. Bcp Investment (NASDAQ:BCIC)

3. Federated Hermes (NYSE:FHI)

1. Ofs Capital (NASDAQ:OFS)

2. Blackrock Tcp Capital (NASDAQ:TCPC)

3. Whitehorse Finance (NASDAQ:WHF)

1. Virtus Investment Partners (NYSE:VRTS)

2. Noah Holdings (NYSE:NOAH)

3. Corebridge Financial (NYSE:CRBG)

Company

Stock Tools

Stock Ideas

Sectors & IndustriesFinancial ServicesAsset ManagementBest 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.

Asset Management Stocks FAQ

1. Cion Investment (NYSE:CION)

2. Bcp Investment (NASDAQ:BCIC)

3. Federated Hermes (NYSE:FHI)

1. Ofs Capital (NASDAQ:OFS)

2. Blackrock Tcp Capital (NASDAQ:TCPC)

3. Whitehorse Finance (NASDAQ:WHF)

1. Virtus Investment Partners (NYSE:VRTS)

2. Noah Holdings (NYSE:NOAH)

3. Corebridge Financial (NYSE:CRBG)

Company

Stock Tools

Stock Ideas

Sectors & Industries Financial 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.