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Best Asset Management Stocks to Buy Now (2024)
Top asset management stocks in 2024 ranked by overall Zen Score. See the best asset management stocks to buy now, according to analyst forecasts for the asset management industry.

Industry: Asset Management
Ticker
Company
Financials Score
Market Cap
ROE
ROA
ROCE
ROIC
D/E
Current Ratio
Gross Margin
Profit Margin
Operating Margin
VCTR
VICTORY CAPITAL HOLDINGS INC
$2.73B20.20%8.40%N/A28.50%1.42N/A54.90%26.00%41.07%
AMK
ASSETMARK FINANCIAL HOLDINGS INC
$2.62B10.20%7.80%11.43%129.20%0.283.8450.00%17.40%24.92%
JHG
JANUS HENDERSON GROUP PLC
$5.33B8.80%6.10%8.61%37.10%0.363.89100.00%18.70%24.03%
GLAD
GLADSTONE CAPITAL CORP
$460.76M14.90%7.80%N/A7.40%0.83N/A79.00%63.00%86.57%
SEIC
SEI INVESTMENTS CO
$9.46B22.40%19.30%27.47%67.90%0.184.19100.00%24.10%31.01%
HTGC
HERCULES CAPITAL INC
$2.91B20.60%10.20%N/A8.50%0.90N/A100.00%73.30%89.26%
VRTS
VIRTUS INVESTMENT PARTNERS INC
$1.75B15.30%3.50%N/A7.50%3.13N/A100.00%15.50%41.94%
FHI
FEDERATED HERMES INC
$3.01B26.80%14.50%23.04%60.40%0.842.51100.00%18.60%25.97%
NTRS
NORTHERN TRUST CORP
$17.97B9.10%0.70%N/A1.10%11.67N/A100.00%15.80%21.70%
HNNA
HENNESSY ADVISORS INC
$52.04M5.50%3.40%6.32%22.40%0.6522.6250.10%20.20%37.45%
GROW
U S GLOBAL INVESTORS INC
$38.78M6.20%5.90%8.23%16.90%0.0518.78100.00%25.00%32.89%
BEN
FRANKLIN RESOURCES INC
$14.55B8.10%3.20%N/A5.40%1.35N/A100.00%12.30%17.87%
HLNE
HAMILTON LANE INC
$5.99B27.80%10.10%N/A13.80%1.25N/A100.00%25.20%37.81%
SWKH
SWK HOLDINGS CORP
$217.70M5.70%5.10%4.98%5.60%0.193.01100.00%42.10%43.60%
GBDC
GOLUB CAPITAL BDC INC
$2.79B12.20%5.40%N/A5.40%1.22N/A77.00%48.90%74.29%
TROW
PRICE T ROWE GROUP INC
$27.03B19.20%14.40%N/A33.60%0.21N/A54.10%27.70%37.82%
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC
$3.64B76.80%16.00%N/A20.10%2.47N/A100.00%22.80%31.05%
CCAP
CRESCENT CAPITAL BDC INC
$631.16M11.50%5.20%N/A3.50%1.19N/A48.20%45.50%46.24%
BK
BANK OF NEW YORK MELLON CORP
$42.95B7.50%0.70%N/A1.30%9.03N/A100.00%17.40%23.35%
AB
ALLIANCEBERNSTEIN HOLDING LP
$3.98B13.00%13.00%N/A14.70%0.00N/A100.00%88.10%100.00%
MAIN
MAIN STREET CAPITAL CORP
$3.98B18.50%9.70%N/A8.80%0.79N/A100.00%85.60%110.65%
WHG
WESTWOOD HOLDINGS GROUP INC
$114.28M9.10%7.20%9.85%25.20%0.273.87100.00%11.80%14.97%
BLK
BLACKROCK INC
$124.38B14.30%4.50%N/A8.10%2.08N/A81.10%30.80%40.72%
AMP
AMERIPRISE FINANCIAL INC
$43.72B60.90%1.50%N/A2.10%36.05N/A49.40%16.50%22.90%
RAND
RAND CAPITAL CORP
$35.62M10.70%8.50%N/A9.70%0.33N/A74.60%88.90%112.12%
WT
WISDOMTREE INC
$1.36B24.80%10.70%15.96%37.20%0.982.23100.00%29.40%38.46%
ARCC
ARES CAPITAL CORP
$11.93B14.40%6.70%N/A6.30%1.13N/A73.10%58.20%81.25%
STT
STATE STREET CORP
$23.21B7.60%0.60%N/A1.00%11.49N/A100.00%15.20%18.36%
AMTD
AMTD IDEA GROUP
$137.44M14.40%9.80%10.29%13.00%0.196.2788.30%61.00%65.95%
BCSF
BAIN CAPITAL SPECIALTY FINANCE INC
$1.01B10.90%4.80%N/A5.40%1.18N/A79.30%41.40%69.42%
VINP
VINCI PARTNERS INVESTMENTS LTD
$648.25M16.30%11.90%15.75%17.80%0.678.31100.00%48.50%71.54%
GECC
GREAT ELM CAPITAL CORP
$100.76M26.70%9.00%N/A8.70%1.50N/A81.40%70.70%103.49%
PFG
PRINCIPAL FINANCIAL GROUP INC
$20.30B5.90%0.20%N/A0.20%26.92N/A42.50%4.60%5.06%
PAX
PATRIA INVESTMENTS LTD
$2.15BN/AN/AN/AN/AN/AN/A68.50%38.40%36.38%
SII
SPROTT INC
$939.09M14.20%11.00%15.21%32.50%0.242.1051.40%24.70%32.16%
HYW
HYWIN HOLDINGS LTD
$32.23M11.90%6.20%14.75%83.40%1.021.4641.20%6.20%9.62%
FDUS
FIDUS INVESTMENT CORP
$599.45M14.60%7.60%N/A7.20%0.85N/A72.90%59.30%77.56%
NMFC
NEW MOUNTAIN FINANCE CORP
$1.30B10.20%4.10%N/A5.10%1.39N/A78.70%36.10%69.87%
SAMG
SILVERCREST ASSET MANAGEMENT GROUP INC
$218.94M10.90%4.80%N/A16.90%0.94N/A100.00%7.70%11.77%
OXSQ
OXFORD SQUARE CAPITAL CORP
$187.37M11.20%5.40%N/A6.10%0.84N/A83.90%33.30%54.15%
DHIL
DIAMOND HILL INVESTMENT GROUP INC
$435.13M25.70%17.60%N/A29.20%0.45N/A48.30%30.90%42.22%
AMG
AFFILIATED MANAGERS GROUP INC
$5.46B19.60%7.50%N/A15.70%1.14N/A100.00%32.70%47.72%
GEG
GREAT ELM GROUP INC
$61.04M13.30%6.40%9.60%10.70%1.0619.51-4.00%80.70%121.06%
CSWC
CAPITAL SOUTHWEST CORP
$1.06B13.50%6.50%N/A4.40%0.98N/A100.00%52.20%52.50%
TSLX
SIXTH STREET SPECIALTY LENDING INC
$1.87B15.30%7.00%N/A7.50%1.24N/A79.00%50.70%81.62%
WHF
WHITEHORSE FINANCE INC
$291.70M6.30%2.70%N/A1.80%1.31N/A46.50%19.80%19.77%
NOAH
NOAH HOLDINGS LTD
$823.94M10.00%8.10%11.78%23.00%0.223.7655.80%30.60%38.60%
CGBD
CARLYLE SECURED LENDING INC
$824.40M9.80%4.50%N/A5.50%1.13N/A78.80%36.70%67.87%
CION
CION INVESTMENT CORP
$597.13M11.20%5.00%N/A6.30%1.28N/A78.80%38.00%72.04%
ARES
ARES MANAGEMENT CORP
$41.26B26.90%2.00%N/A4.40%10.41N/A100.00%13.10%41.53%
SAR
SARATOGA INVESTMENT CORP
$313.35M6.50%2.00%N/A3.80%2.26N/A79.70%16.40%50.20%
GSBD
GOLDMAN SACHS BDC INC
$1.64B12.30%5.50%N/A5.80%1.20N/A81.80%43.10%68.59%
AC
ASSOCIATED CAPITAL GROUP INC
$700.89M4.20%4.00%N/A8.30%0.03N/A57.10%295.30%370.97%
STEP
STEPSTONE GROUP INC
$3.87B7.20%1.60%N/A3.40%2.37N/A57.80%10.60%17.21%
CRBG
COREBRIDGE FINANCIAL INC
$17.52B10.50%0.30%N/A0.40%31.16N/A27.00%5.80%8.41%
GAIN
GLADSTONE INVESTMENT CORPORATION
$507.85M14.90%7.80%N/A7.30%1.00N/A67.10%80.70%106.73%
FSK
FS KKR CAPITAL CORP
$5.31B10.00%4.50%N/A4.90%1.26N/A77.80%38.00%63.55%
MFIC
MIDCAP FINANCIAL INVESTMENT CORP
$973.58M11.90%4.80%N/A5.70%1.49N/A85.40%42.90%80.63%
SSSS
SURO CAPITAL CORP
$119.67M2.50%1.80%N/A3.40%0.37N/A100.00%76.80%159.91%
PFX
PHENIXFIN CORP
$90.81M19.30%11.90%N/A11.00%0.58N/A100.00%130.00%157.64%
APO
APOLLO GLOBAL MANAGEMENT INC
$64.53B51.60%1.70%N/A1.60%20.52N/A29.80%15.30%13.08%
PTMN
PORTMAN RIDGE FINANCE CORP
$174.63M5.20%2.00%N/A4.30%1.57N/A80.60%14.90%48.07%
PFLT
PENNANTPARK FLOATING RATE CAPITAL LTD
$703.79M10.20%5.10%N/A5.80%1.07N/A79.60%43.40%69.33%
SLRC
SLR INVESTMENT CORP
$834.69M7.80%3.00%N/A4.40%1.56N/A76.40%33.30%64.93%
BSIG
BRIGHTSPHERE INVESTMENT GROUP INC
$869.61M335.70%11.60%N/A14.70%11.35N/A100.00%15.40%26.91%
CNS
COHEN & STEERS INC
$3.76B35.90%19.40%N/A28.10%0.64N/A88.90%26.40%35.27%
SCM
STELLUS CAPITAL INVESTMENT CORP
$317.25M5.70%1.90%N/A3.50%1.84N/A76.60%16.60%48.19%
EQS
EQUUS TOTAL RETURN INC
$19.89M27.90%21.30%N/A31.80%0.39N/A-3,103.30%18,163.30%18,210.00%
GCMG
GCM GROSVENOR INC
$1.74B-49.60%2.60%N/A5.40%-22.30N/A100.00%2.90%9.94%
BX
BLACKSTONE INC
$93.54B19.70%3.40%N/A4.80%3.26N/A58.70%17.30%29.12%
PNNT
PENNANTPARK INVESTMENT CORP
$444.83M9.70%4.10%N/A5.10%1.54N/A79.30%32.50%60.55%
GSIW
GARDEN STAGE LTD
N/AN/AN/A-10.67%N/A5.741.1293.80%-6.40%-6.37%
BXSL
BLACKSTONE SECURED LENDING FUND
$5.90B13.50%6.20%N/A6.10%1.05N/A83.30%53.50%78.28%
TRIN
TRINITY CAPITAL INC
$677.98M14.40%6.40%N/A6.80%1.15N/A100.00%42.30%66.64%
TCPC
BLACKROCK TCP CAPITAL CORP
$599.62M5.30%2.20%N/A3.30%1.47N/A77.70%18.40%41.22%
HRZN
HORIZON TECHNOLOGY FINANCE CORP
$375.39M-5.10%-2.20%N/A1.10%1.48N/A86.00%-15.10%11.70%
BN
BROOKFIELD CORP
$68.22B2.50%0.20%N/A2.90%7.03N/A15.10%1.20%18.39%
JNVR
JANOVER INC
$13.34M-95.90%-71.20%-31.98%-276.50%0.0428.31100.00%-91.20%-91.23%
KKR
KKR & CO INC
$88.95B17.80%1.30%N/A2.40%11.33N/A56.10%25.40%54.32%
PWM
PRESTIGE WEALTH INC
$12.90M-17.90%-16.10%-16.45%-17.40%0.1112.80100.00%-297.20%-299.32%
OWL
BLUE OWL CAPITAL INC
$26.83B3.50%0.60%N/A3.60%2.32N/A49.70%3.10%8.99%
LRFC
LOGAN RIDGE FINANCE CORP
$60.79M-2.70%-1.20%N/A1.90%1.21N/A81.90%-12.30%28.98%
OFS
OFS CAPITAL CORP
$131.03M-0.30%-0.10%N/A2.40%1.90N/A78.50%-0.80%33.40%
PSEC
PROSPECT CAPITAL CORP
$2.27B-2.10%-1.00%N/A1.60%0.71N/A72.40%-9.10%18.63%
MGLD
MARYGOLD COMPANIES INC
$55.53M-4.00%-3.40%-5.25%-8.20%0.205.2674.50%-3.50%-4.64%
CG
CARLYLE GROUP INC
$16.94B-10.50%-2.90%N/A-2.10%2.97N/A19.80%-20.50%-19.87%
AINC
ASHFORD INC
$7.89MN/A-8.40%2.45%5.20%-1.061.0414.40%-5.50%1.21%
TPVG
TRIPLEPOINT VENTURE GROWTH BDC CORP
$350.62M-10.50%-3.90%N/A-0.20%1.83N/A87.00%-29.00%-2.20%
TPG
TPG INC
$16.40B14.90%1.00%N/A2.40%10.38N/A24.90%3.40%7.49%
MRCC
MONROE CAPITAL CORP
$158.38M0.20%0.10%N/A2.80%1.52N/A77.60%0.60%37.36%
BAM
BROOKFIELD ASSET MANAGEMENT LTD
$17.26B19.80%13.00%N/A23.30%0.31N/A72.10%45.30%62.33%
BBUC
BROOKFIELD BUSINESS CORP
$1.79B115.10%2.00%8.98%9.30%18.660.5711.60%6.80%19.12%
ALTI
ALTI GLOBAL INC
$633.64M-41.50%-12.20%N/A-29.30%1.40N/A18.70%-64.80%-63.23%
HPH
HIGHEST PERFORMANCES HOLDINGS INC
$523.79M-18.30%-11.90%-14.55%-71.30%0.257.6685.90%-38.10%-30.58%
IVZ
INVESCO LTD
$7.39B-3.80%-1.90%N/A-1.60%0.89N/A100.00%-10.00%-5.82%
ICMB
INVESTCORP CREDIT MANAGEMENT BDC INC
$45.78M-4.20%-1.50%N/A1.60%1.85N/A84.10%-14.00%22.29%
BRDG
BRIDGE INVESTMENT GROUP HOLDINGS INC
$823.26M-8.40%-0.50%N/A2.00%9.92N/A11.50%-2.60%10.72%
PX
P10 INC
$971.05M-1.80%-0.90%N/A4.30%1.06N/A100.00%-3.00%8.01%
BUR
BURFORD CAPITAL LTD
$3.52BN/AN/AN/AN/A1.13N/AN/AN/AN/A
BETR
BETTER HOME & FINANCE HOLDING CO
$401.25MN/A-251.90%N/A-143.30%4.96N/A-55.50%-303.20%-234.84%

Asset Management Stocks FAQ

What are the best asset management stocks to buy right now in Mar 2024?

According to Zen Score, the 3 best asset management stocks to buy right now are:

1. Assetmark Financial Holdings (NYSE:AMK)


Assetmark Financial Holdings (NYSE:AMK) is the top asset management stock with a Zen Score of 60, which is 28 points higher than the asset management industry average of 32. It passed 19 out of 33 due diligence checks and has strong fundamentals. Assetmark Financial Holdings has seen its stock return 14.49% over the past year, underperforming other asset management stocks by -11 percentage points.

Assetmark Financial Holdings has an average 1 year price target of $35.00, a downside of -0.68% from Assetmark Financial Holdings's current stock price of $35.24.

Assetmark Financial Holdings stock has a consensus Buy recommendation according to Wall Street analysts. Of the 2 analysts covering Assetmark Financial Holdings, 50% have issued a Strong Buy rating, 0% have issued a Buy, 50% have issued a hold, while 0% have issued a Sell rating, and 0% have issued a Strong Sell.

2. Victory Capital Holdings (NASDAQ:VCTR)


Victory Capital Holdings (NASDAQ:VCTR) is the second best asset management stock with a Zen Score of 60, which is 28 points higher than the asset management industry average of 32. It passed 22 out of 38 due diligence checks and has strong fundamentals. Victory Capital Holdings has seen its stock return 42.75% over the past year, overperforming other asset management stocks by 18 percentage points.

Victory Capital Holdings has an average 1 year price target of $41.60, a downside of -1.91% from Victory Capital Holdings's current stock price of $42.41.

Victory Capital Holdings stock has a consensus Hold recommendation according to Wall Street analysts. Of the 5 analysts covering Victory Capital Holdings, 20% have issued a Strong Buy rating, 40% have issued a Buy, 20% have issued a hold, while 0% have issued a Sell rating, and 20% have issued a Strong Sell.

3. Janus Henderson Group (NYSE:JHG)


Janus Henderson Group (NYSE:JHG) is the third best asset management stock with a Zen Score of 59, which is 27 points higher than the asset management industry average of 32. It passed 20 out of 38 due diligence checks and has strong fundamentals. Janus Henderson Group has seen its stock return 26.8% over the past year, overperforming other asset management stocks by 2 percentage points.

Janus Henderson Group has an average 1 year price target of $27.90, a downside of -15.4% from Janus Henderson Group's current stock price of $32.98.

Janus Henderson Group stock has a consensus Sell recommendation according to Wall Street analysts. Of the 7 analysts covering Janus Henderson Group, 0% have issued a Strong Buy rating, 0% have issued a Buy, 71.43% have issued a hold, while 0% have issued a Sell rating, and 28.57% have issued a Strong Sell.

What are the asset management stocks with highest dividends?

Out of 67 asset management stocks that have issued dividends in the past year, the 3 asset management stocks with the highest dividend yields are:

1. Investcorp Credit Management Bdc (NASDAQ:ICMB)


Investcorp Credit Management Bdc (NASDAQ:ICMB) has an annual dividend yield of 19.81%, which is 13 percentage points higher than the asset management industry average of 6.91%. Investcorp Credit Management Bdc's dividend payout is not stable, having dropped more than 10% five times in the last 10 years. Investcorp Credit Management Bdc's dividend has not shown consistent growth over the last 10 years.

Investcorp Credit Management Bdc's dividend payout ratio of -242.3% indicates that its high dividend yield might not be sustainable for the long-term.

2. Oxford Square Capital (NASDAQ:OXSQ)


Oxford Square Capital (NASDAQ:OXSQ) has an annual dividend yield of 17.2%, which is 10 percentage points higher than the asset management industry average of 6.91%. Oxford Square Capital's dividend payout is not stable, having dropped more than 10% four times in the last 10 years. Oxford Square Capital's dividend has not shown consistent growth over the last 10 years.

Oxford Square Capital's dividend payout ratio of 168.8% indicates that its high dividend yield might not be sustainable for the long-term.

3. Triplepoint Venture Growth Bdc (NYSE:TPVG)


Triplepoint Venture Growth Bdc (NYSE:TPVG) has an annual dividend yield of 17.17%, which is 10 percentage points higher than the asset management industry average of 6.91%. Triplepoint Venture Growth Bdc's dividend payout is not stable, having dropped more than 10% four times in the last 10 years. Triplepoint Venture Growth Bdc's dividend has shown consistent growth over the last 10 years.

Triplepoint Venture Growth Bdc's dividend payout ratio of -142.9% indicates that its high dividend yield might not be sustainable for the long-term.

Why are asset management stocks up?

Asset management stocks were up 1.35% in the last day, and up 1.62% over the last week. Noah Holdings was the among the top gainers in the asset management industry, gaining 17.19% yesterday.

Noah shares are trading higher after the company reported Q4 financial results.

What are the most undervalued asset management stocks?

Based on WallStreetZen's Valuation Score, the 3 most undervalued asset management stocks right now are:

1. Northern Trust (NASDAQ:NTRS)


Northern Trust (NASDAQ:NTRS) is the most undervalued asset management stock based on WallStreetZen's Valuation Score. Northern Trust has a valuation score of 100, which is 58 points higher than the asset management industry average of 42. It passed 7 out of 7 valuation due diligence checks.

Northern Trust's stock has gained 3.36% in the past year. It has underperformed other stocks in the asset management industry by -22 percentage points.

2. Swk Holdings (NASDAQ:SWKH)


Swk Holdings (NASDAQ:SWKH) is the second most undervalued asset management stock based on WallStreetZen's Valuation Score. Swk Holdings has a valuation score of 86, which is 44 points higher than the asset management industry average of 42. It passed 6 out of 7 valuation due diligence checks.

Swk Holdings's stock has dropped -1.8% in the past year. It has underperformed other stocks in the asset management industry by -27 percentage points.

3. Gcm Grosvenor (NASDAQ:GCMG)


Gcm Grosvenor (NASDAQ:GCMG) is the third most undervalued asset management stock based on WallStreetZen's Valuation Score. Gcm Grosvenor has a valuation score of 86, which is 44 points higher than the asset management industry average of 42. It passed 6 out of 7 valuation due diligence checks.

Gcm Grosvenor's stock has gained 22.72% in the past year. It has underperformed other stocks in the asset management industry by -2 percentage points.

Are asset management stocks a good buy now?

40% of asset management stocks rated by analysts are a buy right now. On average, analysts expect asset management stocks to rise by 0.34% over the next year.

What is the average p/e ratio of the asset management industry?

The average P/E ratio of the asset management industry is 32.02x.
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.