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 C and is the 85th 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	$49.70	657,000	-18.28%	48.46	47.17	44.50	42.13	41.05	77.58	89.74	88.72	81.67	85.80	1.48	1.32	0.16	0.83
DHIL	DIAMOND HILL INVESTMENT GROUP INC	$145.04	18,900	-42.73%	150.68	152.87	146.04	142.10	148.76	40.92	11.55	9.41	4.38	2.92	0.62	1.88	-1.27	0.75
AAMI	ACADIAN ASSET MANAGEMENT INC	$39.64	303,000	73.14%	39.81	39.12	34.48	30.51	28.79	70.59	68.03	74.47	1.43	4.71	1.57	1.84	-0.27	1.13
AMG	AFFILIATED MANAGERS GROUP INC	$210.53	127,000	10.43%	210.75	206.91	192.61	179.14	181.19	62.04	70.81	80.31	15.08	28.86	5.70	6.07	-0.38	1.24
BUR	BURFORD CAPITAL LTD	$12.92	1,183,000	25.85%	13.74	13.98	13.16	13.34	13.56	42.35	2.11	7.17	0.00	0.59	0.06	0.23	-0.17	1.01
NOAH	NOAH HOLDINGS LTD	$12.18	59,600	-33.78%	12.33	12.09	11.58	10.64	11.18	52.98	73.84	82.98	52.83	72.31	0.21	0.23	-0.02	1.11
SWKH	SWK HOLDINGS CORP	$15.00	16,300	94.05%	15.17	15.13	14.71	15.39	15.91	49.28	47.62	57.04	0.45	27.34	0.09	0.13	-0.04	0.32
WT	WISDOMTREE INC	$13.36	2,047,000	-3.81%	13.34	12.93	11.25	9.99	10.17	72.41	76.17	84.52	14.37	43.21	0.67	0.71	-0.04	1.03
VRTS	VIRTUS INVESTMENT PARTNERS INC	$199.01	91,000	17.57%	204.94	202.96	186.13	175.38	195.77	52.22	18.92	26.39	7.88	12.42	4.27	6.52	-2.25	1.37
BX	BLACKSTONE INC	$175.34	3,476,000	26.40%	173.48	166.33	151.10	144.52	159.17	68.29	78.84	83.22	50.15	62.75	7.78	7.36	0.42	1.58
VINP	VINCI PARTNERS INVESTMENTS LTD	$9.66	27,300	-55.97%	9.84	9.69	9.66	9.73	9.96	48.35	62.07	64.01	62.30	68.00	0.06	0.05	0.01	0.87
TCPC	BLACKROCK TCP CAPITAL CORP	$7.16	423,000	-33.70%	7.54	7.67	7.69	7.52	8.17	29.97	8.90	8.15	3.29	2.20	-0.08	-0.02	-0.06	0.64
PAX	PATRIA INVESTMENTS LTD	$14.11	573,000	4.75%	13.74	13.83	13.57	12.29	12.06	59.39	58.41	45.21	84.52	62.24	0.08	0.08	0.01	1.01
SAR	SARATOGA INVESTMENT CORP	$24.80	99,000	8.79%	25.13	25.06	24.74	24.37	24.51	47.36	46.62	61.05	13.66	32.73	0.10	0.14	-0.05	0.60
GAIN	GLADSTONE INVESTMENT CORPORATION	$13.97	256,000	-6.57%	14.06	14.11	14.28	13.91	13.72	45.05	31.89	32.40	29.89	28.05	-0.05	-0.03	-0.01	0.68
SEIC	SEI INVESTMENTS CO	$88.57	888,000	0.00%	90.31	91.41	87.79	82.05	81.36	44.65	30.89	36.85	0.80	1.01	0.34	1.06	-0.72	0.93
GECC	GREAT ELM CAPITAL CORP	$10.98	13,700	-15.43%	10.98	10.96	10.78	10.48	10.47	56.16	85.58	82.75	49.53	43.45	0.07	0.08	-0.01	0.25
GCMG	GCM GROSVENOR INC	$11.86	294,000	6.14%	11.98	11.83	12.02	12.38	12.49	48.41	43.59	60.09	38.87	60.07	0.02	-0.00	0.03	0.62
APAM	ARTISAN PARTNERS ASSET MANAGEMENT INC	$44.63	1,124,000	135.15%	46.13	46.42	43.85	41.38	43.10	45.06	17.98	30.21	4.98	12.30	0.50	0.83	-0.33	1.30
JHG	JANUS HENDERSON GROUP PLC	$43.15	1,799,000	132.73%	42.51	41.63	38.89	36.89	39.87	73.78	83.38	84.45	75.76	77.51	1.29	1.25	0.04	1.32
BBUC	BROOKFIELD BUSINESS CORP	$30.84	153,000	54.55%	31.50	31.03	29.90	27.96	26.64	50.76	76.74	86.10	64.63	86.10	0.53	0.54	-0.01	1.28
VCTR	VICTORY CAPITAL HOLDINGS INC	$69.76	515,000	14.44%	69.42	67.32	64.58	61.44	63.00	60.58	73.71	75.21	53.04	56.59	1.76	1.60	0.16	1.21
FDUS	FIDUS INVESTMENT CORP	$20.80	121,000	-23.90%	21.40	21.23	20.57	20.13	20.66	46.12	15.64	29.34	0.00	0.00	0.20	0.31	-0.11	0.53
ALTI	ALTI GLOBAL INC	$4.13	253,000	52.41%	4.34	4.23	3.93	3.54	3.82	47.90	46.66	54.55	0.68	11.63	0.09	0.12	-0.04	0.47
GBDC	GOLUB CAPITAL BDC INC	$14.91	1,167,000	6.19%	15.27	15.14	14.98	14.75	15.06	45.37	20.40	39.53	0.00	12.57	0.09	0.13	-0.04	0.51
OXSQ	OXFORD SQUARE CAPITAL CORP	$2.32	289,000	-45.98%	2.32	2.31	2.30	2.42	2.57	52.27	45.71	49.99	18.88	23.86	0.01	0.01	0.00	0.51
FSK	FS KKR CAPITAL CORP	$21.32	1,216,000	-1.94%	22.08	21.81	21.34	20.83	21.33	43.48	26.67	46.14	0.00	13.42	0.20	0.29	-0.09	0.71
PSEC	PROSPECT CAPITAL CORP	$3.19	3,940,000	47.07%	3.39	3.36	3.31	3.58	4.07	36.61	24.78	49.59	11.27	41.44	0.01	0.02	-0.01	0.72
TRIN	TRINITY CAPITAL INC	$14.96	663,000	16.52%	14.95	14.66	14.55	14.74	14.71	59.21	73.94	79.11	49.76	66.16	0.15	0.13	0.02	0.63
TSLX	SIXTH STREET SPECIALTY LENDING INC	$23.66	448,000	-36.00%	24.34	24.31	23.62	22.50	21.95	43.43	11.24	21.55	0.00	3.19	0.15	0.29	-0.15	0.57
CG	CARLYLE GROUP INC	$61.97	2,076,000	9.21%	61.42	59.18	51.88	46.44	49.04	72.32	82.86	88.81	32.54	58.44	3.24	3.28	-0.04	1.59
AB	ALLIANCEBERNSTEIN HOLDING LP	$41.39	261,000	153.40%	41.90	41.51	40.66	39.43	38.25	50.58	54.45	68.90	43.94	68.93	0.45	0.43	0.01	0.96
TPG	TPG INC	$58.44	1,398,000	45.63%	57.04	55.84	52.29	49.82	57.15	68.33	83.43	86.71	88.60	84.77	1.69	1.56	0.14	1.49
SAMG	SILVERCREST ASSET MANAGEMENT GROUP INC	$16.33	22,100	1.38%	16.54	16.50	15.57	15.67	16.84	52.38	45.61	48.74	8.54	10.67	0.23	0.30	-0.07	0.78
NMFC	NEW MOUNTAIN FINANCE CORP	$10.54	378,000	6.48%	10.64	10.66	10.63	10.52	11.02	45.96	18.42	17.21	3.60	4.60	-0.00	0.02	-0.02	0.52
PX	P10 INC	$12.35	676,000	30.50%	12.08	11.46	10.73	11.03	11.86	71.75	94.19	96.49	93.43	97.22	0.53	0.44	0.10	0.95
BLK	BLACKROCK INC	$1,114.65	372,000	-11.85%	1,111.84	1,097.82	1,034.34	976.95	993.81	62.08	86.93	89.07	41.08	44.47	25.58	27.09	-1.51	1.19
STT	STATE STREET CORP	$113.11	1,953,000	35.25%	110.72	109.61	103.26	95.48	96.07	66.72	91.89	92.23	69.34	67.07	2.69	2.55	0.14	1.16
BCSF	BAIN CAPITAL SPECIALTY FINANCE INC	$14.92	214,000	29.70%	15.30	15.33	15.34	15.52	16.45	40.11	14.33	22.85	0.00	6.65	-0.04	0.01	-0.05	0.59
AMP	AMERIPRISE FINANCIAL INC	$519.75	483,000	15.00%	528.98	532.64	522.33	501.76	520.35	44.96	41.03	40.11	9.80	8.21	-0.35	2.59	-2.94	1.21
PFG	PRINCIPAL FINANCIAL GROUP INC	$76.59	3,111,000	54.47%	80.04	80.33	78.70	78.72	81.15	38.69	29.67	44.68	21.33	33.18	0.16	0.51	-0.36	1.05
PTMN	PORTMAN RIDGE FINANCE CORP	$12.30	39,000	81.40%	12.56	12.59	12.28	12.87	15.04	42.77	2.68	9.95	0.00	6.87	0.02	0.08	-0.06	0.33
HRZN	HORIZON TECHNOLOGY FINANCE CORP	$8.07	199,000	-37.42%	8.21	8.05	7.68	8.09	8.77	54.12	48.99	62.46	1.10	11.63	0.16	0.18	-0.01	0.66
BEN	FRANKLIN RESOURCES INC	$24.31	3,889,000	52.75%	24.58	24.64	23.26	21.30	21.04	53.12	49.16	55.19	7.25	16.28	0.37	0.49	-0.12	1.21
WHG	WESTWOOD HOLDINGS GROUP INC	$17.61	17,800	8.54%	17.56	16.85	15.96	15.89	15.69	59.22	85.40	91.48	79.70	91.36	0.61	0.49	0.12	0.60
BXSL	BLACKSTONE SECURED LENDING FUND	$31.79	572,000	-3.54%	32.22	31.84	31.66	31.16	31.66	49.41	45.00	59.94	7.57	32.55	0.20	0.23	-0.03	0.49
TPVG	TRIPLEPOINT VENTURE GROWTH BDC CORP	$6.89	198,000	-35.71%	7.16	7.15	7.03	6.79	7.19	42.35	10.27	16.14	5.54	3.99	0.02	0.06	-0.04	0.76
WHF	WHITEHORSE FINANCE INC	$8.70	109,000	62.69%	8.89	8.94	8.98	9.26	9.98	40.96	8.87	20.42	13.97	31.75	-0.04	-0.03	-0.01	0.39
TROW	PRICE T ROWE GROUP INC	$103.90	1,520,000	12.76%	106.00	103.53	98.13	94.69	104.32	55.78	61.75	74.74	10.62	34.54	2.42	2.65	-0.23	1.35
STEP	STEPSTONE GROUP INC	$60.69	750,000	130.77%	61.45	60.07	57.93	54.85	58.27	56.56	41.71	50.12	2.47	10.55	1.17	1.29	-0.12	1.38
GSBD	GOLDMAN SACHS BDC INC	$11.36	443,000	-43.85%	11.75	11.72	11.52	11.36	12.12	40.16	14.75	38.97	0.00	20.56	0.04	0.09	-0.05	0.57
OFS	OFS CAPITAL CORP	$8.42	52,000	-5.45%	8.45	8.50	8.56	8.68	8.44	46.30	26.20	27.16	25.03	10.75	-0.06	-0.04	-0.02	0.47
BK	BANK OF NEW YORK MELLON CORP	$102.30	3,187,000	-10.50%	99.96	96.82	92.63	87.08	83.88	82.64	94.65	94.66	95.73	95.73	2.88	2.49	0.39	0.91
CGBD	CARLYLE SECURED LENDING INC	$13.98	537,000	12.82%	14.01	14.00	13.97	14.62	16.10	49.35	38.67	41.52	51.52	60.48	0.02	0.01	0.01	0.63
GLAD	GLADSTONE CAPITAL CORP	$27.84	78,000	10.48%	28.55	28.36	27.35	26.65	27.00	47.56	17.15	31.27	0.00	1.44	0.31	0.45	-0.14	0.71
MRCC	MONROE CAPITAL CORP	$6.27	87,000	36.79%	6.27	6.33	6.38	6.82	7.59	44.96	56.96	48.13	29.79	16.51	-0.05	-0.05	-0.00	0.40
CNS	COHEN & STEERS INC	$73.75	241,000	62.84%	74.72	75.77	76.28	77.17	85.79	43.38	36.58	42.25	50.61	57.62	-0.56	-0.46	-0.09	1.08
CSWC	CAPITAL SOUTHWEST CORP	$22.86	438,000	-31.56%	23.14	23.01	21.89	21.38	22.22	55.12	47.85	60.73	0.00	10.35	0.35	0.44	-0.09	0.68
IVZ	INVESCO LTD	$21.48	6,511,000	-3.04%	20.82	18.88	16.47	15.46	16.63	81.68	95.95	97.06	85.96	92.41	1.64	1.38	0.26	1.45
PNNT	PENNANTPARK INVESTMENT CORP	$7.15	345,000	-33.91%	7.31	7.19	6.92	6.80	6.91	51.49	45.61	69.16	0.00	29.75	0.12	0.14	-0.02	0.68
ARES	ARES MANAGEMENT CORP	$187.73	952,000	-23.47%	183.56	180.54	172.80	160.96	168.87	66.23	90.99	92.12	94.31	86.25	4.16	3.64	0.52	1.42
SLRC	SLR INVESTMENT CORP	$16.00	122,000	2.52%	16.36	16.33	16.42	16.26	16.34	38.78	18.13	26.27	0.00	4.80	-0.03	0.01	-0.04	0.60
SII	SPROTT INC	$67.69	214,000	15.05%	71.65	71.12	65.71	56.87	50.18	43.88	9.85	20.83	1.37	1.24	1.14	2.10	-0.96	0.84
HTGC	HERCULES CAPITAL INC	$18.91	1,187,000	-6.02%	19.27	19.02	18.33	18.19	19.09	51.59	46.57	61.97	3.36	19.02	0.26	0.31	-0.05	0.80
MFIC	MIDCAP FINANCIAL INVESTMENT CORP	$12.66	334,000	-23.22%	13.06	13.01	12.80	12.53	13.12	40.96	16.70	28.16	0.00	0.00	0.06	0.12	-0.07	0.79
BAM	BROOKFIELD ASSET MANAGEMENT LTD	$62.17	1,581,000	7.04%	61.97	59.22	57.24	53.96	54.81	65.65	88.67	91.75	80.40	88.74	1.90	1.58	0.33	1.27
OWL	BLUE OWL CAPITAL INC	$19.51	5,980,000	12.94%	20.13	19.76	19.23	19.02	21.17	48.30	40.23	47.48	26.16	35.92	0.21	0.26	-0.06	1.39
WTF	WATON FINANCIAL LTD	$4.56	102,000	300.00%	4.71	4.97	5.70	N/A	N/A	38.50	56.56	54.56	82.44	85.40	-0.28	-0.33	0.05	0.75
CCAP	CRESCENT CAPITAL BDC INC	$14.25	297,000	57.14%	14.60	14.51	14.72	15.52	17.27	41.56	20.04	35.63	15.96	39.38	-0.04	-0.04	0.00	0.46
AMOD	ALPHA MODUS HOLDINGS INC	$1.18	368,000	-37.20%	1.32	1.26	1.22	1.30	3.88	46.89	7.43	13.07	8.16	18.77	0.02	0.03	-0.01	0.31
SSSS	SURO CAPITAL CORP	$8.20	211,000	147.07%	8.59	8.49	7.69	6.42	5.98	49.34	15.19	25.98	2.44	4.49	0.21	0.32	-0.11	0.96
NTRS	NORTHERN TRUST CORP	$131.56	806,000	-38.71%	128.31	127.79	118.09	107.13	106.53	65.32	93.84	93.14	90.19	79.54	3.33	3.47	-0.14	1.07
MAIN	MAIN STREET CAPITAL CORP	$64.54	341,000	-30.27%	64.87	63.50	59.87	57.30	56.90	65.92	66.01	76.07	1.06	27.70	1.62	1.74	-0.12	0.74
CRBG	COREBRIDGE FINANCIAL INC	$35.15	2,563,000	14.06%	35.31	35.09	33.83	32.09	31.89	53.80	75.05	82.78	70.11	74.74	0.49	0.52	-0.03	1.27
ARCC	ARES CAPITAL CORP	$22.63	3,996,000	-38.92%	22.93	22.78	22.22	21.70	21.96	51.40	35.64	46.10	2.70	10.18	0.20	0.27	-0.07	0.70
SCM	STELLUS CAPITAL INVESTMENT CORP	$14.25	170,000	-6.59%	14.75	14.76	14.04	13.69	13.94	42.92	10.15	21.35	0.00	2.31	0.14	0.26	-0.13	0.50
BN	BROOKFIELD CORP	$67.47	2,717,000	4.50%	67.38	65.46	61.55	57.08	57.33	65.54	82.36	82.83	41.97	44.11	1.91	1.92	-0.01	1.34
MAAS	MAASE INC	$3.84	30,000	-35.34%	3.92	3.85	3.68	5.42	12.84	48.90	53.24	58.12	69.42	85.95	0.02	-0.00	0.02	0.30
HLNE	HAMILTON LANE INC	$155.50	349,000	12.58%	155.52	152.12	151.21	150.35	159.41	56.33	66.55	70.06	56.88	61.91	2.13	1.67	0.46	1.29
PFLT	PENNANTPARK FLOATING RATE CAPITAL LTD	$10.50	531,000	-34.20%	10.65	10.64	10.42	10.41	10.78	47.11	16.19	28.78	0.00	7.79	0.05	0.09	-0.04	0.63
CION	CION INVESTMENT CORP	$9.77	215,000	-31.09%	10.04	9.92	9.60	9.88	10.79	47.00	35.95	53.25	1.74	17.82	0.11	0.14	-0.03	0.79
APO	APOLLO GLOBAL MANAGEMENT INC	$145.46	2,035,000	-7.63%	150.30	148.29	140.23	136.82	148.77	48.95	20.07	37.19	0.00	6.64	2.42	3.26	-0.84	1.45
KKR	KKR & CO INC	$150.43	3,204,000	5.08%	148.70	143.83	131.84	122.30	134.94	68.02	85.59	88.75	75.30	82.05	5.80	5.59	0.22	1.60
INV	INNVENTURE INC	$4.69	56,000	146.70%	4.90	4.90	5.19	5.31	8.39	40.70	52.59	60.74	27.75	51.49	-0.08	-0.07	-0.01	0.07
GEG	GREAT ELM GROUP INC	$2.12	2,000	-41.18%	2.12	2.10	2.12	2.01	1.92	51.09	55.34	62.21	64.27	73.14	0.01	0.00	0.00	0.23
MGLD	MARYGOLD COMPANIES INC	$0.88	1,500	-83.33%	0.89	0.85	0.87	0.90	1.13	51.66	41.14	39.46	40.45	37.34	0.01	0.00	0.00	0.14
ICMB	INVESTCORP CREDIT MANAGEMENT BDC INC	$2.85	20,200	169.33%	2.85	2.83	2.83	2.91	3.01	52.08	67.78	68.52	62.57	65.62	0.01	0.01	0.00	0.30
HNNA	HENNESSY ADVISORS INC	$12.79	3,500	118.75%	12.74	12.59	11.77	11.04	11.23	58.52	68.57	71.40	21.41	22.58	0.26	0.30	-0.04	0.31
BRDG	BRIDGE INVESTMENT GROUP HOLDINGS INC	$10.24	131,000	-64.50%	10.60	10.46	9.89	9.63	9.41	48.53	17.22	36.10	0.00	8.09	0.17	0.23	-0.06	1.14
RAND	RAND CAPITAL CORP	$18.40	1,900	-70.77%	18.84	17.94	16.59	17.92	18.85	58.36	61.80	66.63	11.81	25.43	0.66	0.67	-0.01	0.12
CWD	CALIBERCOS INC	$2.74	8,900	-44.72%	2.78	3.04	3.33	5.97	8.94	40.85	35.87	28.29	54.70	38.36	-0.25	-0.25	0.00	0.41
EQS	EQUUS TOTAL RETURN INC	$1.49	29,000	-58.57%	1.46	1.43	1.30	1.15	1.20	67.83	72.32	77.46	91.19	74.04	0.05	0.05	-0.00	0.09
AC	ASSOCIATED CAPITAL GROUP INC	$37.01	10,600	341.67%	37.27	37.36	37.50	36.50	36.50	44.20	19.43	18.63	14.57	21.42	-0.05	-0.01	-0.04	0.57
BCG	BINAH CAPITAL GROUP INC	$2.23	10,300	-3.74%	2.24	2.11	2.14	2.12	2.29	55.18	29.89	37.01	35.04	45.42	0.05	0.04	0.02	-0.04
BENF	BENEFICIENT	$0.38	243,000	-48.84%	0.38	0.34	0.32	0.31	0.57	56.97	23.25	24.87	25.54	33.97	0.02	0.02	0.00	0.29
TGE	GENERATION ESSENTIALS GROUP	$5.44	21,500	-60.55%	5.84	6.21	8.13	9.14	9.54	33.01	17.02	19.36	27.98	42.76	-0.68	-0.74	0.05	-0.11
PFX	PHENIXFIN CORP	$49.38	600	20.00%	49.52	49.63	49.47	50.45	49.71	46.88	12.15	13.15	55.81	59.32	-0.05	-0.02	-0.04	0.21
STEC	SANTECH HOLDINGS LTD	$0.74	5,300	-35.37%	0.77	0.79	0.90	1.06	1.01	40.48	37.26	39.15	47.98	50.65	-0.05	-0.05	0.00	-0.17
GROW	U S GLOBAL INVESTORS INC	$2.37	27,800	126.02%	2.46	2.45	2.39	2.29	2.36	41.60	33.33	45.41	28.89	49.18	0.01	0.02	-0.01	0.82
RMCO	ROYALTY MANAGEMENT HOLDING CORP	$1.39	54,000	346.28%	1.35	1.37	1.24	1.17	1.11	54.59	50.00	45.72	62.12	53.64	0.03	0.03	-0.00	0.23

Asset Management Stocks FAQ

What are the best asset management stocks to buy right now in Jul 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: C.

Federated Hermes (NYSE:FHI) has a Due Diligence Score of 46, which is 13 points higher than the asset management industry average of 33.

FHI passed 17 out of 38 due diligence checks and has strong fundamentals. Federated Hermes has seen its stock return 42.53% over the past year, overperforming other asset management stocks by 34 percentage points.

Federated Hermes has an average 1 year price target of $41.80, a downside of -15.9% from Federated Hermes's current stock price of $49.70.

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. Diamond Hill Investment Group (NASDAQ:DHIL)

Diamond Hill Investment Group (NASDAQ:DHIL) 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 Diamond Hill Investment Group (NASDAQ:DHIL) is: Value: B, Growth: C, Momentum: C, Sentiment: C, Safety: B, Financials: A, and AI: B.

Diamond Hill Investment Group (NASDAQ:DHIL) has a Due Diligence Score of 42, which is 9 points higher than the asset management industry average of 33.

DHIL passed 15 out of 38 due diligence checks and has strong fundamentals. Diamond Hill Investment Group has seen its stock lose -11.15% over the past year, underperforming other asset management stocks by -19 percentage points.

3. Acadian Asset Management (NYSE:AAMI)

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

Acadian Asset Management (NYSE:AAMI) has a Due Diligence Score of 44, which is 11 points higher than the asset management industry average of 33.

AAMI passed 18 out of 38 due diligence checks and has strong fundamentals. Acadian Asset Management has seen its stock return 53.7% over the past year, overperforming other asset management stocks by 45 percentage points.

Acadian Asset Management has an average 1 year price target of $30.33, a downside of -23.48% from Acadian Asset Management's current stock price of $39.64.

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.

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. Noah Holdings (NYSE:NOAH)

Noah Holdings (NYSE:NOAH) has an annual dividend yield of N/A, which is N/A percentage points lower than the asset management industry average of 6.42%. Noah Holdings's dividend payout is stable, having never dropped by more than 10% in the last 10 years. Noah Holdings's dividend has shown consistent growth over the last 10 years.

2. Portman Ridge Finance (NASDAQ:PTMN)

Portman Ridge Finance (NASDAQ:PTMN) has an annual dividend yield of 19.43%, which is 13 percentage points higher than the asset management industry average of 6.42%. 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 18.34%, which is 12 percentage points higher than the asset management industry average of 6.42%. 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 -0.65% in the last day, and down -1.23% 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 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 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 -13.22% in the past year. It has underperformed other stocks in the asset management industry by -22 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 71, which is 32 points higher than the asset management industry average of 39. It passed 5 out of 7 valuation due diligence checks.

Diamond Hill Investment Group's stock has dropped -11.15% in the past year. It has underperformed other stocks in the asset management industry by -19 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 32 points higher than the asset management industry average of 39. It passed 5 out of 7 valuation due diligence checks.

Triplepoint Venture Growth Bdc's stock has dropped -22.84% in the past year. It has underperformed other stocks in the asset management industry by -31 percentage points.

Are asset management stocks a good buy now?

37.14% of asset management stocks rated by analysts are a hold right now. On average, analysts expect asset management stocks to rise by 0.64% over the next year.

1.19% of asset management stocks have a Zen Rating of A (Strong Buy), 5.95% of asset management stocks are rated B (Buy), 79.76% are rated C (Hold), 10.71% are rated D (Sell), and 2.38% 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 150.58x.

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. Diamond Hill Investment Group (NASDAQ:DHIL)

3. Acadian Asset Management (NYSE:AAMI)

1. Noah Holdings (NYSE:NOAH)

2. Portman Ridge Finance (NASDAQ:PTMN)

3. Prospect Capital (NASDAQ:PSEC)

1. Virtus Investment Partners (NYSE:VRTS)

2. Diamond Hill Investment Group (NASDAQ:DHIL)

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. Diamond Hill Investment Group (NASDAQ:DHIL)

3. Acadian Asset Management (NYSE:AAMI)

1. Noah Holdings (NYSE:NOAH)

2. Portman Ridge Finance (NASDAQ:PTMN)

3. Prospect Capital (NASDAQ:PSEC)

1. Virtus Investment Partners (NYSE:VRTS)

2. Diamond Hill Investment Group (NASDAQ:DHIL)

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.