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

Value Growth Financials Momentum Sentiment Forecast Dividends Due Diligence

Asset Management is Zen Rated D and is the 106th ranked industry out of 145 stock market industries

Ticker	Company	Price	1d %	1w %	1m %	3m %	6m %	1y %	3y %	5y %	10y %	52-week High	52-week Low	% off 52-week High	% off 52-week Low	Beta	Volume	Vol 1d %
SSSS	SURO CAPITAL CORP	$10.20	0.10%	13.59%	8.86%	22.30%	95.40%	120.78%	155.00%	22.74%	3.76%	$10.34	$4.21	1.35%	142.28%	0.98	360,000	-21.23%
FHI	FEDERATED HERMES INC	$49.06	1.20%	0.10%	-5.18%	-3.88%	18.10%	22.59%	40.86%	94.68%	58.16%	$54.42	$35.05	9.85%	39.97%	0.82	666,000	-22.74%
AAMI	ACADIAN ASSET MANAGEMENT INC	$46.22	-3.91%	-6.68%	-0.04%	13.79%	64.72%	68.75%	147.83%	227.57%	185.13%	$54.99	$22.60	15.95%	104.51%	1.13	337,000	-4.80%
HRZN	HORIZON TECHNOLOGY FINANCE CORP	$6.66	2.78%	9.72%	7.25%	-11.08%	-10.12%	-28.16%	-49.35%	-42.88%	-33.86%	$9.99	$5.71	33.33%	16.74%	0.67	731,000	48.28%
JHG	JANUS HENDERSON GROUP PLC	$43.43	-0.30%	-6.30%	-4.82%	0.60%	23.35%	4.50%	102.38%	72.20%	N/A	$49.42	$28.26	12.12%	53.68%	1.37	1,434,000	5.29%
AMG	AFFILIATED MANAGERS GROUP INC	$256.56	7.82%	6.01%	5.56%	19.60%	48.64%	44.90%	112.03%	225.96%	37.38%	$256.81	$139.22	0.10%	84.28%	1.29	699,000	108.66%
WT	WISDOMTREE INC	$12.00	0.33%	-1.88%	-11.76%	-5.73%	30.43%	16.73%	125.14%	213.32%	-40.83%	$14.96	$7.47	19.76%	60.64%	1.05	3,306,000	-37.60%
NOAH	NOAH HOLDINGS LTD	$11.23	-0.53%	-4.51%	-6.10%	-7.04%	19.09%	-10.16%	-14.01%	-56.20%	-63.81%	$13.30	$7.67	15.56%	46.41%	1.18	80,000	-17.53%
TROW	PRICE T ROWE GROUP INC	$101.71	-0.80%	-3.05%	-1.52%	-3.99%	11.24%	-9.58%	0.48%	-23.03%	32.64%	$125.81	$77.85	19.15%	30.65%	1.38	1,739,000	-50.75%
GECC	GREAT ELM CAPITAL CORP	$7.48	-4.83%	-5.20%	-15.38%	-31.63%	-25.27%	-23.67%	-25.27%	-51.30%	N/A	$11.46	$7.18	34.70%	4.18%	0.21	105,000	118.75%
HTGC	HERCULES CAPITAL INC	$17.81	-0.61%	-0.89%	-3.21%	-8.01%	1.89%	-6.90%	20.42%	51.45%	57.05%	$22.04	$15.65	19.19%	13.80%	0.80	1,090,000	-34.93%
VCTR	VICTORY CAPITAL HOLDINGS INC	$61.80	-0.75%	-4.05%	-5.48%	-10.34%	4.66%	4.20%	120.71%	237.52%	N/A	$73.42	$47.00	15.83%	31.49%	1.25	536,000	33.67%
VINP	VINCI COMPASS INVESTMENTS LTD	$11.50	-0.26%	0.00%	7.48%	20.55%	17.35%	11.43%	9.32%	N/A	N/A	$11.66	$8.66	1.39%	32.79%	0.87	54,000	-53.04%
BUR	BURFORD CAPITAL LTD	$9.84	-1.11%	-12.84%	-17.59%	-22.09%	-29.46%	-26.62%	24.56%	11.69%	N/A	$15.73	$9.38	37.44%	4.96%	1.01	1,940,000	-47.96%
CSWC	CAPITAL SOUTHWEST CORP	$20.43	0.54%	-2.11%	-6.50%	-9.08%	1.74%	-8.51%	8.38%	38.51%	36.66%	$23.86	$17.46	14.38%	17.01%	0.69	500,000	-3.85%
DHIL	DIAMOND HILL INVESTMENT GROUP INC	$128.97	0.48%	-6.34%	-9.52%	-8.33%	-5.04%	-14.79%	-26.94%	-10.41%	-36.51%	$173.25	$122.32	25.56%	5.44%	0.78	34,000	38.21%
APAM	ARTISAN PARTNERS ASSET MANAGEMENT INC	$43.75	0.21%	-2.13%	-0.43%	-6.12%	9.32%	-1.64%	54.48%	2.05%	11.52%	$49.54	$32.75	11.69%	33.59%	1.31	452,000	14.72%
TPG	TPG INC	$54.81	-0.42%	-4.81%	-6.32%	-4.08%	16.25%	-11.30%	81.13%	N/A	N/A	$72.98	$37.52	24.90%	46.08%	1.50	2,291,000	-14.77%
IVZ	INVESCO LTD	$23.58	-0.51%	0.51%	-1.91%	12.29%	64.55%	34.97%	56.57%	68.67%	-29.97%	$24.75	$11.60	4.73%	103.28%	1.51	3,713,000	-37.06%
OXSQ	OXFORD SQUARE CAPITAL CORP	$1.89	-0.53%	1.61%	14.55%	-18.88%	-23.17%	-34.83%	-37.00%	-25.30%	-71.01%	$2.96	$1.56	36.15%	21.15%	0.52	1,076,000	63.28%
AMP	AMERIPRISE FINANCIAL INC	$452.38	-0.09%	-6.65%	-8.05%	-10.65%	-5.91%	-10.70%	46.91%	170.16%	284.02%	$582.05	$396.14	22.28%	14.20%	1.23	702,000	-30.01%
TRIN	TRINITY CAPITAL INC	$15.12	0.20%	0.07%	-0.79%	1.14%	6.93%	15.33%	33.69%	N/A	N/A	$16.82	$12.50	10.11%	20.96%	0.63	604,000	-13.71%
GCMG	GCM GROSVENOR INC	$11.50	-0.09%	-1.71%	-4.01%	-3.85%	-9.66%	0.26%	44.47%	9.11%	N/A	$14.48	$10.91	20.58%	5.41%	0.67	510,000	-19.30%
BK	BANK OF NEW YORK MELLON CORP	$108.06	0.12%	0.45%	1.37%	6.56%	31.49%	44.08%	160.20%	200.25%	153.36%	$110.87	$70.46	2.53%	53.36%	0.93	3,387,000	22.23%
BX	BLACKSTONE INC	$144.42	-1.51%	-6.13%	-14.27%	-15.30%	6.11%	-13.54%	64.06%	177.84%	317.52%	$200.96	$115.66	28.13%	24.87%	1.63	6,155,000	-0.05%
BLK	BLACKROCK INC	$1,068.83	-1.29%	-5.52%	-7.91%	-4.23%	16.11%	7.80%	68.64%	69.86%	198.16%	$1.22k	$773.74	12.39%	38.14%	1.21	790,000	-11.73%
VRTS	VIRTUS INVESTMENT PARTNERS INC	$160.33	-1.53%	-6.38%	-16.41%	-16.33%	0.52%	-25.58%	-1.73%	-3.16%	24.59%	$252.82	$142.18	36.58%	12.77%	1.40	58,000	8.82%
PAX	PATRIA INVESTMENTS LTD	$14.58	0.07%	-2.21%	1.96%	5.65%	35.50%	23.04%	3.11%	N/A	N/A	$15.54	$9.43	6.18%	54.61%	1.02	390,000	-44.92%
AB	ALLIANCEBERNSTEIN HOLDING LP	$39.57	-1.62%	-1.22%	2.99%	-1.76%	-3.01%	9.58%	10.16%	32.47%	54.99%	$43.30	$32.28	8.61%	22.58%	0.96	162,000	-19.40%
SEIC	SEI INVESTMENTS CO	$80.88	0.33%	-2.64%	-5.54%	-8.44%	1.18%	6.90%	49.86%	58.74%	53.41%	$93.96	$64.66	13.92%	25.08%	0.96	559,000	-21.71%
PX	P10 INC	$10.33	1.67%	-4.53%	-5.14%	-14.56%	-9.78%	-4.79%	1.97%	N/A	N/A	$14.28	$8.85	27.66%	16.72%	0.97	475,000	17.28%
PNNT	PENNANTPARK INVESTMENT CORP	$6.49	-0.61%	-1.22%	-0.92%	-9.48%	1.25%	-2.26%	10.37%	122.26%	-9.48%	$7.53	$5.72	13.81%	13.46%	0.68	777,000	74.61%
FDUS	FIDUS INVESTMENT CORP	$20.60	0.29%	-1.58%	1.13%	0.05%	9.40%	7.29%	7.63%	85.75%	49.49%	$23.55	$16.70	12.51%	23.35%	0.52	118,000	-6.35%
PFG	PRINCIPAL FINANCIAL GROUP INC	$83.02	-1.21%	4.34%	-1.45%	9.41%	8.44%	1.79%	-4.03%	98.61%	61.52%	$90.31	$68.39	8.07%	21.39%	1.07	1,094,000	5.70%
BCSF	BAIN CAPITAL SPECIALTY FINANCE INC	$14.09	0.14%	-1.47%	0.28%	-4.02%	-7.55%	-14.09%	12.36%	46.77%	N/A	$19.21	$13.20	26.64%	6.74%	0.60	256,000	-32.98%
SII	SPROTT INC	$81.73	-0.27%	2.48%	-2.88%	19.49%	57.05%	87.97%	136.76%	174.82%	N/A	$89.58	$39.33	8.76%	107.83%	0.82	132,000	37.50%
TSLX	SIXTH STREET SPECIALTY LENDING INC	$22.64	0.09%	-1.09%	1.48%	-4.83%	9.42%	12.92%	24.26%	33.10%	32.40%	$25.17	$18.58	10.05%	21.85%	0.57	454,000	28.25%
ALTI	ALTI GLOBAL INC	$3.95	0.25%	5.05%	7.92%	-3.66%	24.21%	-8.56%	-60.58%	N/A	N/A	$5.00	$2.33	21.00%	69.53%	0.47	81,000	8.00%
BCIC	BCP INVESTMENT CORP	$11.81	0.34%	1.37%	0.00%	-3.79%	-3.91%	-36.02%	-43.76%	-9.85%	-76.84%	$18.92	$11.12	37.58%	6.21%	0.30	40,000	-10.31%
KKR	KKR & CO INC	$117.63	-0.59%	-3.79%	-7.85%	-18.95%	2.47%	-14.02%	142.64%	237.15%	522.38%	$170.40	$86.15	30.97%	36.54%	1.64	4,341,000	-10.79%
MFIC	MIDCAP FINANCIAL INVESTMENT CORP	$12.19	0.41%	-1.69%	3.22%	-1.30%	2.35%	-7.23%	10.22%	56.28%	-27.44%	$14.74	$10.18	17.30%	19.74%	0.79	284,000	-17.68%
STEP	STEPSTONE GROUP INC	$60.51	-0.61%	-6.26%	-9.63%	4.18%	12.89%	2.16%	111.13%	123.45%	N/A	$70.38	$40.07	14.02%	51.01%	1.41	542,000	0.93%
CION	CION INVESTMENT CORP	$9.18	0.33%	-3.47%	-3.27%	-4.97%	-6.23%	-20.38%	0.11%	N/A	N/A	$12.71	$8.51	27.77%	7.87%	0.78	262,000	31.66%
STT	STATE STREET CORP	$116.69	0.89%	-0.29%	0.27%	6.29%	28.84%	26.48%	59.70%	87.06%	63.78%	$119.33	$72.81	2.21%	60.27%	1.18	1,724,000	-24.35%
CNS	COHEN & STEERS INC	$67.78	-0.79%	-5.22%	3.26%	-8.21%	-12.46%	-30.81%	16.90%	14.34%	118.79%	$108.76	$64.29	37.68%	5.43%	1.10	317,000	-13.39%
GBDC	GOLUB CAPITAL BDC INC	$14.12	0.21%	-1.33%	2.10%	-4.01%	-0.07%	-5.43%	10.31%	7.70%	-16.40%	$16.01	$12.68	11.78%	11.36%	0.51	1,184,000	-42.55%
NMFC	NEW MOUNTAIN FINANCE CORP	$9.69	0.21%	-0.10%	3.75%	-6.20%	-0.72%	-10.28%	-20.83%	2.43%	-31.37%	$12.05	$8.84	19.58%	9.57%	0.53	488,000	28.08%
PSBD	PALMER SQUARE CAPITAL BDC INC	$12.28	-0.24%	-1.37%	0.24%	-11.84%	-3.61%	-23.15%	N/A	N/A	N/A	$16.25	$11.51	24.43%	6.67%	0.44	67,000	0.00%
ARES	ARES MANAGEMENT CORP	$155.50	4.57%	3.00%	2.03%	-17.53%	-3.27%	-2.62%	101.95%	273.71%	861.06%	$200.49	$110.63	22.44%	40.56%	1.48	4,035,000	18.33%
OWL	BLUE OWL CAPITAL INC	$16.16	2.47%	-4.32%	-0.68%	-16.49%	-12.46%	-22.94%	70.28%	62.41%	N/A	$26.73	$14.55	39.53%	11.07%	1.43	16,326,000	-18.44%
CCAP	CRESCENT CAPITAL BDC INC	$14.28	1.13%	-1.72%	0.35%	1.06%	-9.33%	-18.63%	5.31%	7.29%	N/A	$20.19	$13.31	29.27%	7.29%	0.48	113,000	-55.34%
GSBD	GOLDMAN SACHS BDC INC	$9.93	-0.50%	-1.10%	-0.90%	-10.62%	-5.43%	-23.08%	-35.52%	-37.47%	-50.35%	$13.45	$9.38	26.14%	5.85%	0.61	605,000	-45.64%
BEN	FRANKLIN RESOURCES INC	$22.84	1.02%	-2.31%	-4.03%	-9.11%	14.14%	13.29%	1.87%	14.14%	-44.83%	$26.08	$16.25	12.42%	40.55%	1.24	4,630,000	-13.20%
BBUC	BROOKFIELD BUSINESS CORP	$35.62	-2.30%	-2.30%	4.58%	22.36%	32.32%	45.03%	58.81%	N/A	N/A	$37.89	$21.52	5.98%	65.54%	1.28	90,000	-29.13%
MAIN	MAIN STREET CAPITAL CORP	$57.16	0.42%	-1.84%	-9.21%	-10.95%	7.65%	14.43%	52.88%	99.37%	88.27%	$67.77	$47.00	15.66%	21.62%	0.74	475,000	5.09%
CGBD	CARLYLE SECURED LENDING INC	$12.62	-0.16%	-1.79%	0.96%	-7.95%	-11.38%	-23.42%	2.35%	48.65%	N/A	$18.64	$11.65	32.30%	8.33%	0.63	337,000	-24.27%
SAMG	SILVERCREST ASSET MANAGEMENT GROUP INC	$14.23	0.64%	-0.35%	-7.24%	-12.70%	-9.54%	-14.12%	-20.94%	20.49%	23.74%	$19.20	$13.54	25.89%	5.10%	0.77	30,500	19.14%
BN	BROOKFIELD CORP	$45.99	-0.13%	-1.63%	0.40%	3.55%	26.25%	28.08%	77.48%	115.92%	194.88%	$49.47	$29.07	7.03%	58.19%	1.37	2,765,000	-4.03%
GLAD	GLADSTONE CAPITAL CORP	$19.35	-0.15%	-1.28%	-9.41%	-28.09%	-23.67%	-19.34%	2.82%	33.26%	10.82%	$30.43	$18.90	36.41%	2.38%	0.72	224,000	30.99%
WHF	WHITEHORSE FINANCE INC	$7.08	-1.39%	-2.48%	1.43%	-18.43%	-25.24%	-38.75%	-43.94%	-30.38%	-40.00%	$11.79	$6.53	39.95%	8.42%	0.39	88,000	-26.05%
BAM	BROOKFIELD ASSET MANAGEMENT LTD	$54.36	0.55%	-0.40%	-5.95%	-11.36%	0.80%	-0.75%	N/A	N/A	N/A	$64.10	$41.78	15.20%	30.11%	1.29	3,123,000	80.83%
NCDL	NUVEEN CHURCHILL DIRECT LENDING CORP	$14.58	0.97%	0.14%	3.92%	-8.65%	-7.13%	-13.42%	N/A	N/A	N/A	$18.01	$13.16	19.04%	10.83%	0.43	199,000	0.00%
WTF	WATON FINANCIAL LTD	$5.16	-0.96%	0.00%	-14.99%	14.92%	-16.37%	N/A	N/A	N/A	N/A	$19.85	$4.05	74.01%	27.41%	0.84	48,000	-8.22%
SAR	SARATOGA INVESTMENT CORP	$22.67	0.44%	5.15%	-8.51%	-11.03%	-4.39%	-5.54%	6.93%	17.58%	39.42%	$26.49	$21.10	14.41%	7.44%	0.60	104,000	21.64%
CG	CARLYLE GROUP INC	$51.81	-2.83%	-11.01%	-18.38%	-14.26%	27.93%	5.61%	90.62%	104.46%	153.72%	$69.85	$33.02	25.82%	56.90%	1.64	6,929,000	-2.87%
TPVG	TRIPLEPOINT VENTURE GROWTH BDC CORP	$5.56	1.65%	-2.11%	-2.11%	-18.11%	-6.24%	-14.46%	-55.94%	-49.36%	-49.04%	$8.50	$5.24	34.59%	6.11%	0.76	268,000	109.38%
ARCC	ARES CAPITAL CORP	$20.41	0.29%	0.44%	1.29%	-8.88%	-0.58%	-2.25%	5.37%	42.73%	31.85%	$23.84	$18.26	14.39%	11.77%	0.71	3,254,000	-29.46%
GAIN	GLADSTONE INVESTMENT CORPORATION	$13.82	0.00%	-1.07%	-0.93%	-0.50%	0.36%	4.94%	-0.14%	61.45%	81.60%	$15.34	$11.42	9.91%	21.02%	0.70	137,000	-12.18%
TCPC	BLACKROCK TCP CAPITAL CORP	$5.63	-0.88%	-3.76%	-6.94%	-19.91%	-14.83%	-27.91%	-55.32%	-43.98%	-62.24%	$9.72	$5.39	42.08%	4.55%	0.64	1,077,000	78.31%
PSEC	PROSPECT CAPITAL CORP	$2.61	-1.88%	-6.45%	-6.12%	-10.31%	-26.48%	-48.62%	-63.55%	-47.90%	-64.73%	$5.28	$2.57	50.57%	1.56%	0.75	2,884,000	18.93%
NTRS	NORTHERN TRUST CORP	$127.68	-0.77%	1.17%	-3.56%	0.02%	31.40%	27.37%	55.69%	54.69%	78.00%	$135.48	$81.62	5.76%	56.43%	1.11	859,000	-24.45%
SCM	STELLUS CAPITAL INVESTMENT CORP	$11.89	-0.75%	-2.70%	-7.47%	-14.89%	-6.89%	-12.38%	-11.00%	38.10%	14.66%	$15.56	$11.19	23.59%	6.26%	0.51	179,000	-8.21%
CRBG	COREBRIDGE FINANCIAL INC	$30.95	-4.94%	-3.70%	-5.35%	-11.04%	1.28%	-1.90%	44.56%	N/A	N/A	$36.57	$23.69	15.37%	30.65%	1.26	10,961,000	176.37%
BXSL	BLACKSTONE SECURED LENDING FUND	$26.42	-0.08%	-2.18%	0.08%	-14.94%	-10.26%	-13.06%	15.37%	N/A	N/A	$34.64	$24.85	23.73%	6.32%	0.49	1,234,000	-16.68%
HLNE	HAMILTON LANE INC	$114.93	0.85%	-4.19%	-9.93%	-23.84%	-28.33%	-35.67%	81.88%	56.75%	N/A	$203.72	$111.98	43.58%	2.63%	1.33	645,000	60.05%
SLRC	SLR INVESTMENT CORP	$15.38	0.72%	0.52%	2.88%	-2.53%	0.13%	1.99%	14.61%	-5.06%	-12.81%	$17.94	$13.64	14.27%	12.76%	0.60	184,000	-8.46%
PFLT	PENNANTPARK FLOATING RATE CAPITAL LTD	$9.20	0.77%	-0.65%	3.95%	-11.71%	-8.55%	-16.36%	-17.71%	13.58%	-24.40%	$11.50	$8.40	20.00%	9.52%	0.63	1,112,000	-1.07%
FSK	FS KKR CAPITAL CORP	$15.11	0.13%	-2.58%	1.00%	-24.75%	-22.55%	-24.60%	-21.10%	1.21%	-61.53%	$24.10	$14.05	37.30%	7.58%	0.73	2,856,000	58.84%
BENF	BENEFICIENT	$0.72	-13.29%	-4.90%	-19.42%	116.27%	133.12%	-44.34%	-99.91%	N/A	N/A	$2.36	$0.22	69.58%	227.85%	0.28	4,566,000	-96.64%
APO	APOLLO GLOBAL MANAGEMENT INC	$123.95	-0.29%	-1.92%	-1.54%	-12.72%	-7.49%	-11.10%	104.77%	215.23%	553.74%	$189.49	$102.58	34.59%	20.83%	1.48	4,760,000	55.76%
CWD	CALIBERCOS INC	$2.83	-2.41%	-11.84%	-38.34%	7.85%	-42.48%	-79.49%	N/A	N/A	N/A	$48.00	$1.63	94.10%	73.62%	0.54	228,000	140.00%
OFS	OFS CAPITAL CORP	$5.33	-10.72%	-25.19%	-30.19%	-35.21%	-37.15%	-32.96%	-42.07%	32.59%	-51.63%	$9.80	$5.25	45.61%	1.52%	0.48	253,000	-64.57%
INV	INNVENTURE INC	$3.15	8.62%	10.14%	-37.25%	-36.36%	-21.64%	-70.03%	-68.50%	N/A	N/A	$14.95	$2.36	78.93%	33.47%	0.16	1,488,000	88.35%
GROW	U S GLOBAL INVESTORS INC	$2.50	0.40%	-3.85%	-8.42%	6.16%	17.92%	1.63%	-15.25%	-6.02%	80.38%	$2.78	$2.02	9.94%	23.76%	0.82	27,500	-41.74%
MAAS	MAASE INC	$3.66	0.30%	-3.66%	10.60%	0.41%	-33.68%	-84.43%	-99.08%	-98.87%	N/A	$26.40	$2.41	86.13%	51.91%	0.35	2,900	38.10%
MGLD	MARYGOLD COMPANIES INC	$1.07	0.00%	2.88%	2.00%	30.01%	17.58%	-14.40%	-20.74%	46.58%	N/A	$2.10	$0.64	49.05%	66.67%	0.18	9,100	295.65%
WHG	WESTWOOD HOLDINGS GROUP INC	$16.74	-0.06%	1.64%	0.42%	-3.01%	1.39%	14.66%	66.73%	62.84%	-71.78%	$18.97	$13.49	11.76%	24.09%	0.57	18,000	56.52%
BCG	BINAH CAPITAL GROUP INC	$1.63	-2.98%	-10.93%	-4.17%	-22.93%	-25.91%	-18.50%	N/A	N/A	N/A	$6.55	$1.45	75.11%	12.41%	0.09	30,000	46.34%
AMTD	AMTD IDEA GROUP	$1.06	-17.83%	-2.75%	-9.40%	6.00%	6.00%	-12.40%	-82.33%	-97.47%	N/A	$1.65	$0.92	35.76%	15.22%	0.10	1,196,000	-92.88%
HNNA	HENNESSY ADVISORS INC	$9.70	-1.12%	1.57%	-9.35%	-24.16%	-9.51%	-4.06%	7.00%	18.29%	-47.45%	$13.88	$8.43	30.12%	15.07%	0.33	8,500	49.12%
TGE	GENERATION ESSENTIALS GROUP	$1.81	132.65%	0.00%	-13.81%	-66.10%	-82.29%	-81.68%	N/A	N/A	N/A	$37.02	$0.78	95.11%	132.65%	0.13	169,251,000	177.98%
RAND	RAND CAPITAL CORP	$13.61	-0.69%	-0.07%	-9.56%	-23.05%	-29.84%	-16.11%	-11.73%	14.19%	-59.13%	$31.89	$13.50	57.32%	0.82%	0.14	2,000	-56.52%
PFX	PHENIXFIN CORP	$42.44	-2.62%	-1.07%	-11.18%	-15.58%	-13.39%	-10.14%	21.02%	109.12%	-72.44%	$57.40	$41.80	26.06%	1.53%	0.16	750	N/A
STEC	SANTECH HOLDINGS LTD	$1.08	-4.42%	-10.00%	-24.48%	58.82%	-21.17%	-20.00%	-81.85%	N/A	N/A	$3.03	$0.44	64.36%	143.24%	-0.10	8,700	-56.50%
MLCI	MOUNT LOGAN CAPITAL INC	$7.59	0.40%	-3.19%	-3.80%	N/A	N/A	N/A	N/A	N/A	N/A	$8.74	$7.25	13.16%	4.69%	0.62	9,600	-12.73%
ICMB	INVESTCORP CREDIT MANAGEMENT BDC INC	$2.75	-1.57%	-2.27%	-8.03%	-0.36%	-1.08%	-6.14%	-22.54%	-11.38%	-73.58%	$3.47	$2.46	20.77%	11.79%	0.31	22,500	-58.64%
MRCC	MONROE CAPITAL CORP	$7.00	0.29%	1.45%	-0.57%	12.90%	1.16%	-10.49%	-10.14%	1.89%	-52.70%	$8.85	$5.96	20.90%	17.45%	0.44	62,000	-18.95%
AURE	PRESTIGE WEALTH INC	$0.42	-0.47%	-14.63%	-47.50%	7.42%	7.69%	-50.65%	N/A	N/A	N/A	$2.70	$0.31	84.44%	35.48%	0.57	77,000	-45.77%
RMCO	ROYALTY MANAGEMENT HOLDING CORP	$3.56	13.02%	24.04%	45.90%	153.02%	212.28%	223.64%	-64.33%	N/A	N/A	$4.76	$0.90	25.21%	295.56%	0.27	130,000	188.89%
SWKH	SWK HOLDINGS CORP	$16.16	-0.19%	-0.25%	10.16%	9.34%	18.91%	-2.53%	-13.44%	6.67%	21.50%	$20.49	$13.17	21.13%	22.70%	0.28	23,000	137.11%

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 -9 points lower than the asset management industry average of 31. 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 120.78% over the past year, overperforming other asset management stocks by 122 percentage points.

Suro Capital has an average 1 year price target of $10.33, an upside of 1.3% from Suro Capital's current stock price of $10.20.

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 19 points higher than the asset management industry average of 31.

FHI passed 19 out of 38 due diligence checks and has strong fundamentals. Federated Hermes has seen its stock return 22.59% over the past year, overperforming other asset management stocks by 24 percentage points.

Federated Hermes has an average 1 year price target of $51.75, an upside of 5.48% from Federated Hermes's current stock price of $49.06.

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.

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: C, Safety: C, Financials: A, and AI: C.

Acadian Asset Management (NYSE:AAMI) has a Due Diligence Score of 42, which is 11 points higher than the asset management industry average of 31.

AAMI passed 17 out of 38 due diligence checks and has strong fundamentals. Acadian Asset Management has seen its stock return 68.75% over the past year, overperforming other asset management stocks by 70 percentage points.

Acadian Asset Management has an average 1 year price target of $43.50, a downside of -5.88% from Acadian Asset Management's current stock price of $46.22.

Acadian Asset Management stock has a consensus Hold recommendation according to Wall Street analysts. Of the 4 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 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 20.69%, which is 13 percentage points higher than the asset management industry average of 7.44%. 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 20.32%, which is 13 percentage points higher than the asset management industry average of 7.44%. 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. Great Elm Capital (NASDAQ:GECC)

Great Elm Capital (NASDAQ:GECC) has an annual dividend yield of 20.19%, which is 13 percentage points higher than the asset management industry average of 7.44%. Great Elm Capital's dividend payout is not stable, having dropped more than 10% six times in the last 10 years. Great Elm Capital's dividend has shown consistent growth over the last 10 years.

Great Elm Capital's dividend payout ratio of 94.9% 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 -0.03% in the last day, and down -3.06% 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 33 points higher than the asset management industry average of 38. It passed 5 out of 7 valuation due diligence checks.

Virtus Investment Partners's stock has dropped -25.58% in the past year. It has underperformed other stocks in the asset management industry by -24 percentage points.

2. Great Elm Capital (NASDAQ:GECC)

Great Elm Capital (NASDAQ:GECC) 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.

Great Elm Capital has a valuation score of 57, which is 19 points higher than the asset management industry average of 38. It passed 4 out of 7 valuation due diligence checks.

Great Elm Capital's stock has dropped -23.67% in the past year. It has underperformed other stocks in the asset management industry by -22 percentage points.

3. Diamond Hill Investment Group (NASDAQ:DHIL)

Diamond Hill Investment Group (NASDAQ:DHIL) 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.

Diamond Hill Investment Group has a valuation score of 86, which is 48 points higher than the asset management industry average of 38. It passed 6 out of 7 valuation due diligence checks.

Diamond Hill Investment Group's stock has dropped -14.79% in the past year. It has underperformed other stocks in the asset management industry by -14 percentage points.

Are asset management stocks a good buy now?

35.82% of asset management stocks rated by analysts are a buy right now. On average, analysts expect asset management stocks to rise by 17.82% over the next year.

1.2% of asset management stocks have a Zen Rating of A (Strong Buy), 6.02% of asset management stocks are rated B (Buy), 80.72% are rated C (Hold), 9.64% 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 46.74x.

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. Suro Capital (NASDAQ:SSSS)

2. Federated Hermes (NYSE:FHI)

3. Acadian Asset Management (NYSE:AAMI)

1. Prospect Capital (NASDAQ:PSEC)

2. Triplepoint Venture Growth Bdc (NYSE:TPVG)

3. Great Elm Capital (NASDAQ:GECC)

1. Virtus Investment Partners (NYSE:VRTS)

2. Great Elm Capital (NASDAQ:GECC)

3. Diamond Hill Investment Group (NASDAQ:DHIL)

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. Suro Capital (NASDAQ:SSSS)

2. Federated Hermes (NYSE:FHI)

3. Acadian Asset Management (NYSE:AAMI)

1. Prospect Capital (NASDAQ:PSEC)

2. Triplepoint Venture Growth Bdc (NYSE:TPVG)

3. Great Elm Capital (NASDAQ:GECC)

1. Virtus Investment Partners (NYSE:VRTS)

2. Great Elm Capital (NASDAQ:GECC)

3. Diamond Hill Investment Group (NASDAQ:DHIL)

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.