Sectors & Industries Financial 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

Overview Zen Rating Price Value Growth Financials Momentum

Sentiment Forecast Dividends Due Diligence

Asset Management is Zen Rated D and is the 90th 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
FHI	FEDERATED HERMES INC	$42.13	722,000	-52.75%	42.30	42.41	40.72	39.91	39.45	51.28	68.83	66.59	46.02	46.34	0.29	0.40	-0.11	0.86
AAMI	ACADIAN ASSET MANAGEMENT INC	$31.16	202,000	23.93%	30.72	30.32	28.39	26.81	26.82	63.61	76.72	84.92	81.88	93.96	0.76	0.73	0.04	1.11
AMG	AFFILIATED MANAGERS GROUP INC	$182.01	132,000	-14.29%	181.79	179.75	170.64	171.27	177.09	58.17	85.69	89.02	85.97	93.72	2.77	2.82	-0.05	1.24
BUR	BURFORD CAPITAL LTD	$12.58	1,779,000	221.12%	12.99	13.10	13.33	13.80	13.56	37.70	38.54	52.46	43.50	64.42	-0.18	-0.16	-0.02	0.98
PAX	PATRIA INVESTMENTS LTD	$13.61	613,000	-4.37%	13.36	13.12	11.65	11.68	11.66	68.74	87.97	92.89	65.26	83.27	0.54	0.53	0.01	1.01
VCTR	VICTORY CAPITAL HOLDINGS INC	$61.60	315,000	9.38%	62.94	62.75	59.65	61.35	61.21	48.16	48.48	55.17	20.32	22.57	0.65	0.86	-0.21	1.20
GECC	GREAT ELM CAPITAL CORP	$11.05	46,000	70.37%	10.83	10.73	10.34	10.50	10.37	66.71	83.15	85.43	76.82	87.34	0.17	0.13	0.03	0.25
SWKH	SWK HOLDINGS CORP	$14.27	21,500	172.15%	14.32	14.26	15.11	15.92	16.24	46.14	68.22	80.46	80.22	93.41	-0.08	-0.20	0.12	0.33
WT	WISDOMTREE INC	$10.06	1,304,000	-32.64%	9.91	9.75	9.10	9.16	9.81	62.82	79.10	83.06	76.44	90.35	0.26	0.23	0.03	1.05
DHIL	DIAMOND HILL INVESTMENT GROUP INC	$141.88	54,000	-10.60%	140.99	141.29	136.49	141.76	150.00	53.43	79.53	86.04	78.72	86.86	1.36	1.15	0.21	0.75
VRTS	VIRTUS INVESTMENT PARTNERS INC	$173.57	61,400	-22.28%	172.81	172.61	163.64	174.44	197.34	54.59	65.63	73.87	72.44	83.53	2.38	2.23	0.15	1.38
VINP	VINCI PARTNERS INVESTMENTS LTD	$9.40	38,400	-44.67%	9.52	9.67	9.63	9.89	10.01	39.81	29.18	27.17	50.60	48.75	-0.09	-0.06	-0.03	0.87
GCMG	GCM GROSVENOR INC	$11.94	798,000	225.71%	12.41	12.50	12.50	13.00	12.40	33.22	15.90	28.71	2.46	17.41	-0.10	-0.04	-0.06	0.61
TCPC	BLACKROCK TCP CAPITAL CORP	$7.77	991,000	89.12%	7.83	7.79	7.29	7.96	8.32	55.52	50.04	62.01	7.38	27.63	0.12	0.15	-0.02	0.66
GAIN	GLADSTONE INVESTMENT CORPORATION	$14.13	251,000	-0.40%	14.31	14.58	13.96	13.73	13.60	46.48	13.33	9.20	14.92	9.55	-0.02	0.10	-0.12	0.68
WHG	WESTWOOD HOLDINGS GROUP INC	$15.29	14,100	67.86%	15.23	15.07	15.54	15.68	15.22	49.94	73.95	70.96	86.25	82.76	-0.04	-0.12	0.08	0.62
PX	P10 INC	$9.37	858,000	-19.21%	9.97	10.69	10.91	11.74	11.81	26.88	6.03	7.46	5.23	9.19	-0.47	-0.34	-0.13	0.94
SEIC	SEI INVESTMENTS CO	$82.99	650,000	-11.20%	84.47	84.74	79.62	79.80	78.01	48.61	19.79	22.68	9.02	6.01	0.83	1.37	-0.53	0.94
APAM	ARTISAN PARTNERS ASSET MANAGEMENT INC	$42.31	666,000	-4.45%	41.33	41.43	39.29	40.82	42.54	58.72	89.12	83.81	88.96	92.13	0.54	0.45	0.09	1.31
OXSQ	OXFORD SQUARE CAPITAL CORP	$2.28	652,000	9.95%	2.30	2.34	2.43	2.57	2.67	30.68	30.77	35.05	73.14	82.48	-0.04	-0.05	0.00	0.54
CNS	COHEN & STEERS INC	$75.67	161,000	-38.78%	76.23	77.35	76.91	80.63	88.28	43.97	42.74	46.60	63.91	72.21	-0.56	-0.48	-0.08	1.10
ARES	ARES MANAGEMENT CORP	$166.56	1,143,000	-53.48%	169.52	166.91	156.27	162.96	164.85	51.78	61.95	69.27	31.18	43.13	2.78	3.28	-0.50	1.41
FDUS	FIDUS INVESTMENT CORP	$19.54	207,000	-15.16%	20.25	20.26	19.42	20.73	20.51	40.57	43.93	63.01	26.26	49.38	0.14	0.21	-0.07	0.53
IVZ	INVESCO LTD	$14.53	5,121,000	-6.99%	14.59	14.70	14.16	15.58	16.52	48.24	68.79	72.99	70.19	83.52	0.04	0.04	0.01	1.46
NOAH	NOAH HOLDINGS LTD	$12.12	160,000	-64.44%	11.50	10.65	9.70	10.33	10.85	70.57	94.91	96.05	93.65	96.04	0.68	0.50	0.18	1.13
GBDC	GOLUB CAPITAL BDC INC	$14.69	970,000	-33.70%	15.10	15.09	14.55	14.96	15.07	42.04	55.24	75.50	33.08	52.26	0.11	0.15	-0.04	0.51
BBUC	BROOKFIELD BUSINESS CORP	$28.19	105,000	100.38%	28.77	28.77	26.85	26.36	25.53	49.06	27.33	36.62	0.00	9.48	0.34	0.52	-0.18	1.27
AB	ALLIANCEBERNSTEIN HOLDING LP	$39.41	205,000	100.98%	40.12	40.04	39.02	38.45	37.22	46.05	50.86	66.32	43.58	65.72	0.17	0.26	-0.09	0.97
JHG	JANUS HENDERSON GROUP PLC	$36.15	777,000	0.00%	36.52	36.86	34.75	37.77	39.44	47.61	62.04	64.05	51.41	62.74	0.21	0.33	-0.12	1.31
SII	SPROTT INC	$63.21	138,000	-1.43%	61.77	59.48	54.01	48.72	45.95	78.00	93.03	90.73	84.66	83.12	2.61	2.49	0.12	0.85
CG	CARLYLE GROUP INC	$46.19	1,784,000	-23.60%	46.17	45.96	41.89	45.29	46.90	55.96	80.31	85.12	68.38	85.52	1.09	1.13	-0.04	1.59
TPVG	TRIPLEPOINT VENTURE GROWTH BDC CORP	$7.21	449,000	74.71%	7.18	7.01	6.49	7.06	7.21	61.53	74.80	83.45	74.94	91.65	0.21	0.19	0.02	0.76
STT	STATE STREET CORP	$96.14	1,484,000	0.47%	97.34	97.16	90.73	92.76	92.87	51.84	51.78	68.86	5.16	32.85	1.38	1.76	-0.38	1.17
FSK	FS KKR CAPITAL CORP	$21.17	985,000	16.98%	21.27	21.22	20.29	21.37	21.09	53.75	59.96	72.24	52.11	75.12	0.23	0.26	-0.02	0.72
TRIN	TRINITY CAPITAL INC	$14.45	578,000	4.14%	14.53	14.59	14.43	15.11	14.61	46.22	44.80	50.52	38.80	55.87	-0.02	-0.02	-0.00	0.63
ALTI	ALTI GLOBAL INC	$3.92	125,000	109.38%	3.72	3.51	3.33	3.38	3.78	72.14	83.76	87.28	97.92	98.71	0.16	0.11	0.05	0.46
HRZN	HORIZON TECHNOLOGY FINANCE CORP	$7.53	629,000	125.45%	7.52	7.49	7.82	8.62	9.25	45.66	61.61	69.05	78.71	84.88	-0.08	-0.12	0.04	0.67
GSBD	GOLDMAN SACHS BDC INC	$11.42	457,000	15.11%	11.46	11.34	10.90	11.73	12.49	55.62	73.41	83.15	59.71	83.88	0.14	0.13	0.01	0.57
PTMN	PORTMAN RIDGE FINANCE CORP	$11.56	17,700	-31.92%	11.72	11.93	12.13	14.29	15.95	36.00	15.40	18.73	39.90	43.73	-0.23	-0.23	-0.00	0.35
TROW	PRICE T ROWE GROUP INC	$91.58	1,197,000	-4.92%	93.92	94.62	91.28	97.39	105.29	42.70	52.49	66.20	42.84	64.72	0.25	0.52	-0.28	1.34
SAMG	SILVERCREST ASSET MANAGEMENT GROUP INC	$14.71	66,000	37.50%	14.88	14.68	15.00	16.34	16.89	46.11	77.56	86.62	80.51	92.96	-0.03	-0.11	0.08	0.80
BAM	BROOKFIELD ASSET MANAGEMENT LTD	$54.60	1,239,000	33.37%	56.06	56.75	53.60	53.99	52.84	43.88	30.12	31.55	22.34	23.53	0.18	0.58	-0.41	1.26
OFS	OFS CAPITAL CORP	$8.99	19,500	-64.22%	8.68	8.58	8.57	8.60	8.41	61.39	74.41	81.68	89.62	94.47	0.08	0.01	0.07	0.48
GLAD	GLADSTONE CAPITAL CORP	$26.70	50,000	-24.24%	26.77	26.69	25.69	27.02	26.31	53.59	64.16	70.14	67.41	83.88	0.26	0.26	0.00	0.70
NMFC	NEW MOUNTAIN FINANCE CORP	$10.58	530,000	82.76%	10.74	10.73	10.27	10.86	11.24	47.68	38.07	51.96	38.67	58.89	0.08	0.11	-0.02	0.53
WHF	WHITEHORSE FINANCE INC	$9.24	89,500	31.62%	9.12	9.08	9.26	9.79	10.42	52.73	85.77	81.55	92.46	97.49	-0.03	-0.08	0.05	0.39
SLRC	SLR INVESTMENT CORP	$16.31	167,000	0.00%	16.78	16.69	15.95	16.55	16.19	44.73	51.86	68.50	47.62	72.68	0.18	0.22	-0.04	0.59
SAR	SARATOGA INVESTMENT CORP	$24.17	79,000	55.82%	24.34	24.51	24.03	24.49	24.29	46.54	26.32	22.05	15.43	9.74	-0.02	0.06	-0.07	0.61
HTGC	HERCULES CAPITAL INC	$17.98	726,000	-2.55%	17.93	17.76	17.60	18.86	19.20	54.30	80.54	82.53	82.44	86.25	0.09	0.03	0.06	0.79
STEP	STEPSTONE GROUP INC	$53.86	608,000	12.38%	56.95	57.76	53.31	55.85	57.89	39.92	11.79	19.43	3.43	11.34	0.34	0.95	-0.61	1.38
BLK	BLACKROCK INC	$971.82	674,000	20.79%	985.78	982.68	933.57	954.73	970.42	50.67	56.84	71.62	51.29	71.92	11.42	14.03	-2.60	1.18
CSWC	CAPITAL SOUTHWEST CORP	$20.65	658,000	-37.81%	21.01	20.97	20.36	21.51	22.64	46.56	58.55	72.64	58.36	78.42	0.13	0.12	0.01	0.67
CGBD	CARLYLE SECURED LENDING INC	$13.90	347,000	15.28%	14.01	14.04	14.21	15.86	16.59	43.12	56.09	65.97	61.68	82.80	-0.10	-0.14	0.04	0.62
MFIC	MIDCAP FINANCIAL INVESTMENT CORP	$12.21	586,000	44.33%	12.81	12.84	12.23	12.92	13.25	38.25	11.95	26.20	0.00	7.33	0.05	0.15	-0.10	0.80
PSEC	PROSPECT CAPITAL CORP	$3.29	2,802,000	27.71%	3.28	3.36	3.51	3.90	4.38	40.91	69.83	61.74	88.00	91.74	-0.08	-0.10	0.02	0.70
TPG	TPG INC	$49.82	1,643,000	-5.36%	49.79	49.21	47.28	51.78	57.30	52.78	84.13	86.95	78.42	88.61	0.64	0.47	0.17	1.49
TSLX	SIXTH STREET SPECIALTY LENDING INC	$23.32	336,000	-1.18%	23.37	23.11	21.69	22.08	21.47	63.67	73.97	78.62	62.26	79.85	0.45	0.49	-0.04	0.57
OWL	BLUE OWL CAPITAL INC	$18.70	5,577,000	6.66%	18.99	18.87	18.32	20.27	21.00	47.41	69.51	76.80	59.31	75.82	0.09	0.09	0.00	1.39
BXSL	BLACKSTONE SECURED LENDING FUND	$31.63	795,000	5.58%	31.78	31.73	30.27	31.71	31.40	54.49	60.21	70.22	24.62	44.54	0.33	0.38	-0.06	0.49
BEN	FRANKLIN RESOURCES INC	$22.17	2,203,000	-48.46%	21.87	21.87	20.16	20.13	20.40	60.49	84.77	81.43	77.18	70.48	0.47	0.49	-0.02	1.21
PNNT	PENNANTPARK INVESTMENT CORP	$6.76	391,000	37.19%	6.79	6.75	6.56	6.83	6.89	51.70	60.10	69.24	54.78	70.42	0.06	0.05	0.01	0.67
MRCC	MONROE CAPITAL CORP	$6.69	86,000	91.11%	6.53	6.46	6.73	7.51	7.85	55.30	89.61	89.65	96.99	98.37	-0.02	-0.09	0.07	0.40
BX	BLACKSTONE INC	$136.41	3,022,000	26.81%	139.63	139.93	136.09	147.51	157.67	43.77	43.87	64.59	43.42	65.67	0.19	0.40	-0.21	1.57
BK	BANK OF NEW YORK MELLON CORP	$88.60	3,528,000	17.52%	89.34	89.39	83.81	84.52	80.08	54.02	55.19	67.94	14.61	24.64	1.23	1.57	-0.34	0.92
BCSF	BAIN CAPITAL SPECIALTY FINANCE INC	$15.44	279,000	30.37%	15.63	15.61	15.27	16.45	16.71	46.68	53.79	65.95	56.25	76.44	0.05	0.05	-0.00	0.59
SSSS	SURO CAPITAL CORP	$7.35	134,000	39.58%	7.23	6.74	5.62	5.69	5.31	68.93	74.89	76.05	41.27	48.97	0.52	0.49	0.03	0.91
WTF	WATON FINANCIAL LTD	$5.30	56,400	-50.53%	6.09	6.35	6.57	N/A	N/A	12.39	5.48	9.06	0.00	27.16	-0.34	-0.26	-0.08	0.86
AMP	AMERIPRISE FINANCIAL INC	$501.68	393,000	12.29%	512.56	513.07	489.24	504.98	509.22	45.84	51.11	67.68	36.79	52.48	4.37	6.12	-1.75	1.21
BN	BROOKFIELD CORP	$57.79	1,749,000	93.69%	58.48	58.27	54.75	55.62	55.33	51.69	64.12	77.01	66.67	83.36	0.80	0.97	-0.16	1.33
AC	ASSOCIATED CAPITAL GROUP INC	$37.53	1,300	-45.83%	37.72	37.68	36.01	36.42	35.98	52.67	29.22	32.44	15.30	15.05	0.36	0.48	-0.12	0.60
CRBG	COREBRIDGE FINANCIAL INC	$32.05	2,638,000	26.77%	32.83	32.61	30.58	31.64	30.91	48.50	52.52	69.91	19.70	40.47	0.43	0.55	-0.12	1.26
SCM	STELLUS CAPITAL INVESTMENT CORP	$13.67	125,000	32.98%	13.44	13.44	13.07	13.85	13.83	58.30	88.89	84.37	90.16	94.15	0.11	0.07	0.04	0.52
PFG	PRINCIPAL FINANCIAL GROUP INC	$75.90	1,263,000	29.94%	76.66	77.73	76.27	80.27	81.72	42.90	26.50	27.42	27.84	32.02	-0.43	-0.23	-0.19	1.07
MAIN	MAIN STREET CAPITAL CORP	$57.76	582,000	73.21%	57.37	56.76	54.56	57.01	55.06	59.69	73.28	80.11	60.67	73.46	0.90	0.80	0.10	0.74
CCAP	CRESCENT CAPITAL BDC INC	$14.80	245,000	-39.66%	14.87	15.18	15.47	16.96	17.89	40.43	21.96	23.45	26.49	28.96	-0.30	-0.27	-0.03	0.45
NTRS	NORTHERN TRUST CORP	$107.75	1,319,000	31.90%	107.77	107.41	99.25	102.84	101.11	57.47	61.66	72.05	22.59	41.38	2.09	2.38	-0.29	1.07
HLNE	HAMILTON LANE INC	$138.95	792,000	-7.37%	148.52	157.21	152.75	153.27	161.18	32.33	4.92	10.51	0.00	4.58	-3.74	-1.58	-2.17	1.29
PFLT	PENNANTPARK FLOATING RATE CAPITAL LTD	$10.42	1,057,000	41.88%	10.35	10.28	10.06	10.62	10.93	57.56	77.04	81.87	86.52	94.63	0.08	0.05	0.03	0.64
ARCC	ARES CAPITAL CORP	$21.53	5,055,000	1.28%	22.08	21.96	21.16	21.95	21.71	44.52	56.21	77.98	53.28	79.96	0.21	0.25	-0.04	0.70
APO	APOLLO GLOBAL MANAGEMENT INC	$132.11	4,238,000	30.48%	133.30	133.91	131.44	141.13	145.05	46.32	72.09	76.86	73.03	87.09	0.05	-0.25	0.30	1.45
CION	CION INVESTMENT CORP	$9.06	350,000	85.19%	9.10	9.41	9.50	10.56	11.12	37.01	19.70	22.24	27.92	32.35	-0.19	-0.17	-0.02	0.78
KKR	KKR & CO INC	$121.33	4,210,000	41.09%	122.67	122.06	115.02	124.50	133.17	50.68	70.31	81.40	61.53	83.41	1.61	1.73	-0.12	1.60
INV	INNVENTURE INC	$5.02	157,000	63.54%	5.51	5.47	4.63	7.10	9.33	45.46	28.08	45.96	0.00	10.19	0.13	0.19	-0.06	0.07
GROW	U S GLOBAL INVESTORS INC	$2.36	35,000	218.18%	2.37	2.29	2.20	2.29	2.38	60.80	67.61	75.72	47.84	66.45	0.06	0.05	0.01	0.81
LRFC	LOGAN RIDGE FINANCE CORP	$16.70	11,400	-38.38%	17.22	17.54	17.99	20.99	22.64	33.48	8.24	20.68	3.71	18.04	-0.40	-0.35	-0.05	0.26
AMTD	AMTD IDEA GROUP	$1.01	63,000	-8.70%	1.03	1.02	1.02	1.04	1.15	48.23	16.40	16.14	22.82	28.19	-0.00	0.00	-0.00	0.10
AMOD	ALPHA MODUS HOLDINGS INC	$1.25	224,000	18.52%	1.19	1.22	1.25	1.59	5.46	50.38	30.99	32.36	58.14	59.86	-0.03	-0.04	0.01	0.24
GEG	GREAT ELM GROUP INC	$2.19	3,300	0.00%	2.18	2.12	1.99	1.93	1.88	67.06	91.30	93.33	69.75	80.02	0.06	0.06	0.00	0.26
ICMB	INVESTCORP CREDIT MANAGEMENT BDC INC	$2.83	33,600	17.89%	2.77	2.83	2.83	3.01	3.06	50.35	47.87	40.62	70.18	59.10	-0.03	-0.03	0.01	0.30
HNNA	HENNESSY ADVISORS INC	$11.10	6,100	117.86%	11.12	10.85	10.48	10.92	10.86	56.44	70.01	70.01	47.75	48.20	0.17	0.15	0.01	0.29
CWD	CALIBERCOS INC	$3.51	24,800	376.92%	3.72	3.57	5.41	8.73	10.36	38.76	56.21	65.13	84.47	92.63	-0.41	-0.59	0.19	0.38
RAND	RAND CAPITAL CORP	$15.50	3,500	34.62%	15.24	15.80	17.48	20.09	18.87	42.18	19.31	10.58	63.05	39.59	-0.73	-0.81	0.08	0.12
BRDG	BRIDGE INVESTMENT GROUP HOLDINGS INC	$9.30	298,000	-21.37%	9.40	9.44	9.24	9.13	9.23	46.61	71.55	76.15	72.32	86.73	0.02	0.00	0.02	1.13
EQS	EQUUS TOTAL RETURN INC	$1.36	10,900	194.59%	1.28	1.12	1.03	1.12	1.20	67.48	90.94	93.07	80.92	86.32	0.10	0.07	0.03	0.11
MAAS	HIGHEST PERFORMANCES HOLDINGS INC	$2.54	10,300	-58.80%	2.99	3.19	4.89	8.24	22.51	34.76	10.00	15.41	8.36	24.92	-0.68	-0.76	0.09	0.16
PFX	PHENIXFIN CORP	$49.00	150	-75.00%	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	0.20
BCG	BINAH CAPITAL GROUP INC	$2.10	15,800	66.32%	2.16	2.25	2.20	2.15	2.44	42.31	6.53	4.29	12.37	5.97	-0.04	-0.02	-0.03	-0.09
STEC	SANTECH HOLDINGS LTD	$1.09	33,000	57.14%	0.99	1.00	1.06	1.10	0.95	55.85	67.63	60.81	93.43	96.63	-0.01	-0.03	0.02	-0.17
RMCO	ROYALTY MANAGEMENT HOLDING CORP	$1.12	17,800	95.60%	1.08	1.11	1.11	1.10	1.04	52.61	47.64	39.42	79.87	59.16	-0.01	-0.01	0.00	0.22
BENF	BENEFICIENT	$0.30	122,000	32.61%	0.31	0.33	0.31	0.38	0.75	45.67	8.14	8.63	5.37	6.16	-0.00	0.00	-0.01	0.28

Asset Management Stocks FAQ

What are the best asset management stocks to buy right now in Jun 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. Federated Hermes (NYSE:FHI)

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

Federated Hermes (NYSE:FHI) has a Due Diligence Score of 48, which is 15 points higher than the asset management industry average of 33.

FHI passed 18 out of 38 due diligence checks and has strong fundamentals. Federated Hermes has seen its stock return 31.66% over the past year, overperforming other asset management stocks by 32 percentage points.

Federated Hermes has an average 1 year price target of $41.60, a downside of -1.26% from Federated Hermes's current stock price of $42.13.

Federated Hermes stock has a consensus Hold recommendation according to Wall Street analysts. Of the 5 analysts covering Federated Hermes, 0% have issued a Strong Buy rating, 20% have issued a Buy, 60% have issued a hold, while 0% have issued a Sell rating, and 20% have issued a Strong Sell.

2. Acadian Asset Management (NYSE:AAMI)

Acadian Asset Management (NYSE:AAMI) 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 Acadian Asset Management (NYSE:AAMI) is: Value: C, Growth: C, Momentum: B, Sentiment: A, Safety: C, Financials: B, and AI: A.

Acadian Asset Management (NYSE:AAMI) has a Due Diligence Score of 40, which is 7 points higher than the asset management industry average of 33.

AAMI passed 16 out of 38 due diligence checks and has average fundamentals. Acadian Asset Management has seen its stock return 39.05% over the past year, overperforming other asset management stocks by 40 percentage points.

Acadian Asset Management has an average 1 year price target of $27.00, a downside of -13.35% from Acadian Asset Management's current stock price of $31.16.

Acadian Asset Management stock has a consensus Hold recommendation according to Wall Street analysts. Of the 2 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.

3. Affiliated Managers Group (NYSE:AMG)

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

Affiliated Managers Group (NYSE:AMG) has a Due Diligence Score of 45, which is 12 points higher than the asset management industry average of 33.

AMG passed 18 out of 38 due diligence checks and has strong fundamentals. Affiliated Managers Group has seen its stock return 19.74% over the past year, overperforming other asset management stocks by 20 percentage points.

Affiliated Managers Group has an average 1 year price target of $187.67, an upside of 3.11% from Affiliated Managers Group's current stock price of $182.01.

Affiliated Managers Group stock has a consensus Hold recommendation according to Wall Street analysts. Of the 3 analysts covering Affiliated Managers Group, 0% have issued a Strong Buy rating, 33.33% have issued a Buy, 66.67% 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. Phenixfin (NASDAQ:PFX)

Phenixfin (NASDAQ:PFX) has an annual dividend yield of N/A, which is N/A percentage points lower than the asset management industry average of 6.4%. Phenixfin's dividend payout is not stable, having dropped more than 10% six times in the last 10 years. Phenixfin's dividend has not shown consistent growth over the last 10 years.

Phenixfin's dividend payout ratio of 53.8% indicates that its dividend yield is sustainable for the long-term.

2. Portman Ridge Finance (NASDAQ:PTMN)

Portman Ridge Finance (NASDAQ:PTMN) has an annual dividend yield of 20.67%, which is 14 percentage points higher than the asset management industry average of 6.4%. Portman Ridge Finance's dividend payout is not stable, having dropped more than 10% six times in the last 10 years. Portman Ridge Finance's dividend has shown consistent growth over the last 10 years.

Portman Ridge Finance's dividend payout ratio of -231% indicates that its high dividend yield might not be sustainable for the long-term.

3. Prospect Capital (NASDAQ:PSEC)

Prospect Capital (NASDAQ:PSEC) has an annual dividend yield of 18.69%, which is 12 percentage points higher than the asset management industry average of 6.4%. 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 -73.3% 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 -2.14% in the last day, and down -1.78% 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 31 points higher than the asset management industry average of 40. It passed 5 out of 7 valuation due diligence checks.

Virtus Investment Partners's stock has dropped -18.68% in the past year. It has underperformed other stocks in the asset management industry by -18 percentage points.

2. Trinity Capital (NASDAQ:TRIN)

Trinity Capital (NASDAQ:TRIN) 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.

Trinity Capital has a valuation score of 43, which is 3 points higher than the asset management industry average of 40. It passed 3 out of 7 valuation due diligence checks.

Trinity Capital's stock has dropped -2.5% in the past year. It has underperformed other stocks in the asset management industry by -2 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 71, which is 31 points higher than the asset management industry average of 40. It passed 5 out of 7 valuation due diligence checks.

Triplepoint Venture Growth Bdc's stock has dropped -23.62% in the past year. It has underperformed other stocks in the asset management industry by -23 percentage points.

Are asset management stocks a good buy now?

38.57% of asset management stocks rated by analysts are a hold right now. On average, analysts expect asset management stocks to rise by 8.47% over the next year.

1.2% of asset management stocks have a Zen Rating of A (Strong Buy), 3.61% of asset management stocks are rated B (Buy), 79.52% are rated C (Hold), 13.25% are rated D (Sell), and 2.41% 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 126.86x.

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 (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.

Asset Management Stocks FAQ

1. Federated Hermes (NYSE:FHI)

2. Acadian Asset Management (NYSE:AAMI)

3. Affiliated Managers Group (NYSE:AMG)

1. Phenixfin (NASDAQ:PFX)

2. Portman Ridge Finance (NASDAQ:PTMN)

3. Prospect Capital (NASDAQ:PSEC)

1. Virtus Investment Partners (NYSE:VRTS)

2. Trinity Capital (NASDAQ:TRIN)

3. Triplepoint Venture Growth Bdc (NYSE:TPVG)

Company

Stock Tools

Stock Ideas

Sectors & IndustriesFinancial ServicesAsset ManagementBest 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.

Asset Management Stocks FAQ

1. Federated Hermes (NYSE:FHI)

2. Acadian Asset Management (NYSE:AAMI)

3. Affiliated Managers Group (NYSE:AMG)

1. Phenixfin (NASDAQ:PFX)

2. Portman Ridge Finance (NASDAQ:PTMN)

3. Prospect Capital (NASDAQ:PSEC)

1. Virtus Investment Partners (NYSE:VRTS)

2. Trinity Capital (NASDAQ:TRIN)

3. Triplepoint Venture Growth Bdc (NYSE:TPVG)

Company

Stock Tools

Stock Ideas

Sectors & Industries Financial 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.