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Best Asset Management Stocks to Buy Now (2022)
Top asset management stocks in 2022 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
Forecast Score
Market Cap
Price
Price Target
Upside/Downside
Consensus
Analysts
Fore. Revenue Growth
Fore. Earnings Growth
Forecast ROE
Forecast ROA
AMK
ASSETMARK FINANCIAL HOLDINGS INC
$1.49B$20.24$32.5060.57%Strong Buy210.30%24.84%16.88%12.52%
HYW
HYWIN HOLDINGS LTD
$206.50M$7.17N/AN/AN/AN/AN/AN/AN/AN/A
VINP
VINCI PARTNERS INVESTMENTS LTD
$575.59M$10.25$16.0056.10%Strong Buy115.09%26.26%26.07%23.48%
GROW
U S GLOBAL INVESTORS INC
$62.19M$4.15N/AN/AN/AN/AN/AN/AN/AN/A
HLNE
HAMILTON LANE INC
$3.83B$71.96$73.001.45%Hold311.47%1.58%65.89%17.96%
SEIC
SEI INVESTMENTS CO
$7.55B$55.70$59.807.36%Hold5-1.16%-5.48%29.96%25.76%
JHG
JANUS HENDERSON GROUP PLC
$4.16B$25.10$21.25-15.34%Strong Sell5-7.80%-10.33%10.29%6.48%
VCTR
VICTORY CAPITAL HOLDINGS INC
$1.89B$27.56$32.1716.72%Hold7-0.04%2.16%32.17%13.01%
HNNA
HENNESSY ADVISORS INC
$75.64M$10.11N/AN/AN/AN/AN/AN/AN/AN/A
SAMG
SILVERCREST ASSET MANAGEMENT GROUP INC
$268.37M$18.49$21.0013.57%Strong Buy1-5.68%-28.76%28.66%12.53%
AMG
AFFILIATED MANAGERS GROUP INC
$4.98B$130.23$174.6734.12%Strong Buy30.45%20.83%32.38%10.48%
SSSS
SURO CAPITAL CORP
$201.97M$6.66$15.00125.23%Strong Buy2N/AN/AN/AN/A
VRTS
VIRTUS INVESTMENT PARTNERS INC
$1.53B$204.27$213.004.27%Hold2-14.06%2.31%24.85%5.48%
BCOR
BLUCORA INC
$991.21M$20.76$22.005.97%Strong Buy12.88%172.92%26.85%9.51%
STT
STATE STREET CORP
$25.87B$70.38$91.0829.42%Buy128.19%10.85%20.00%1.72%
AMP
AMERIPRISE FINANCIAL INC
$29.35B$271.37$311.7814.89%Buy95.63%5.07%94.75%2.57%
CIXX
CI FINANCIAL CORP
$2.09B$10.84$15.5643.58%Buy4N/A46.63%38.60%7.16%
NTRS
NORTHERN TRUST CORP
$20.63B$98.98$124.2725.55%Buy123.77%5.67%16.85%1.18%
AB
ALLIANCEBERNSTEIN HOLDING LP
$4.21B$43.33$64.5048.86%Strong Buy1196.87%-11.91%20.03%20.02%
FDUS
FIDUS INVESTMENT CORP
$479.22M$19.61$20.836.24%Buy3-0.21%-59.20%9.29%4.95%
CNS
COHEN & STEERS INC
$3.66B$75.19$77.002.41%Strong Buy1N/AN/AN/AN/A
SII
SPROTT INC
$947.88M$37.82$46.5923.18%Hold2N/A68.57%17.04%12.99%
CSWC
CAPITAL SOUTHWEST CORP
$562.73M$20.44$24.0017.42%Buy217.09%30.80%13.31%5.72%
CG
CARLYLE GROUP INC
$12.33B$34.12$52.7554.60%Buy8-10.69%-10.90%29.88%8.35%
BX
BLACKSTONE INC
$70.74B$100.82$130.3829.31%Buy8-2.77%7.63%61.05%12.66%
TROW
PRICE T ROWE GROUP INC
$28.14B$124.67$125.780.89%Sell9-5.01%-8.06%24.27%18.49%
FSK
FS KKR CAPITAL CORP
$6.23B$21.99$19.50-11.32%Hold1-12.04%78.81%9.99%4.35%
GAIN
GLADSTONE INVESTMENT CORPORATION
$505.38M$15.22$14.50-4.73%Hold4-1.01%-32.15%6.92%4.16%
MN
MANNING & NAPIER INC
$243.26M$12.72N/AN/AStrong Sell1N/AN/AN/AN/A
GCMG
GCM GROSVENOR INC
$1.53B$8.14$14.0071.99%Buy1-12.41%-18.87%-715.93%27.96%
SLRC
SLR INVESTMENT CORP
$827.61M$15.11$16.9211.96%Hold620.57%572.73%8.96%3.80%
PSEC
PROSPECT CAPITAL CORP
$3.11B$7.94$6.50-18.14%Sell2N/AN/AN/AN/A
SWKH
SWK HOLDINGS CORP
$235.26M$18.33$24.5033.66%Strong Buy2N/AN/AN/AN/A
FHI
FEDERATED HERMES INC
$3.05B$34.24$33.63-1.80%Hold47.65%10.19%35.09%17.40%
BK
BANK OF NEW YORK MELLON CORP
$34.90B$43.19$52.7522.13%Hold102.81%9.78%9.66%0.87%
OFS
OFS CAPITAL CORP
$148.26M$11.04$12.7515.49%Buy2-3.38%-47.06%8.65%2.98%
TPVG
TRIPLEPOINT VENTURE GROWTH BDC CORP
$422.60M$13.60$17.0625.46%Strong Buy410.97%17.61%13.07%5.73%
WETF
WISDOMTREE INVESTMENTS INC
$782.76M$5.34$5.676.12%Hold32.45%109.29%23.36%5.97%
NEWT
NEWTEK BUSINESS SERVICES CORP
$501.97M$20.61N/AN/AHold112.66%2.36%18.71%7.19%
JXN
JACKSON FINANCIAL INC
$2.47B$28.58$36.6028.06%Hold5-5.95%-8.90%19.20%0.52%
PFLT
PENNANTPARK FLOATING RATE CAPITAL LTD
$504.42M$12.20$13.5010.66%Buy15.51%120.37%9.74%3.81%
TRIN
TRINITY CAPITAL INC
$478.31M$15.23$14.50-4.79%Hold19.95%-19.52%13.57%5.70%
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC
$2.93B$36.83$42.7015.94%Hold5-1.80%-5.89%138.92%24.32%
ARCC
ARES CAPITAL CORP
$10.00B$20.16$21.637.27%Strong Buy57.13%-3.73%12.01%5.15%
WHF
WHITEHORSE FINANCE INC
$329.82M$14.19$15.7510.99%Buy213.21%7.81%10.22%4.24%
AINV
APOLLO INVESTMENT CORP
$842.89M$13.27$13.501.73%Buy24.15%33.48%9.99%3.74%
CGBD
CARLYLE SECURED LENDING INC
$719.59M$13.71$15.009.41%Strong Buy3-17.98%-42.55%8.83%4.23%
BAM
BROOKFIELD ASSET MANAGEMENT INC
$82.35B$50.20$61.9023.31%Buy5-76.09%17.39%12.87%1.52%
TSLX
SIXTH STREET SPECIALTY LENDING INC
$1.53B$18.92$23.8325.97%Strong Buy32.11%19.16%13.76%6.62%
ARES
ARES MANAGEMENT CORP
$21.19B$72.10$84.7117.50%Strong Buy7-3.45%56.80%86.42%6.67%
TCPC
BLACKROCK TCP CAPITAL CORP
$787.37M$13.63$14.002.71%Buy25.08%45.92%10.52%4.53%
HRZN
HORIZON TECHNOLOGY FINANCE CORP
$339.36M$13.37N/AN/AHold15.29%7.50%11.53%5.02%
BLK
BLACKROCK INC
$105.01B$696.51$804.5015.50%Strong Buy81.14%0.32%18.17%5.35%
PTMN
PORTMAN RIDGE FINANCE CORP
$234.40M$24.13$26.007.75%Hold1-14.81%14.23%10.40%4.38%
CCAP
CRESCENT CAPITAL BDC INC
$523.54M$16.95$19.6716.03%Strong Buy37.73%-38.52%8.50%4.22%
BEN
FRANKLIN RESOURCES INC
$13.71B$27.52$25.38-7.79%Sell8-7.36%-1.72%13.81%5.78%
ATCO
ATLAS CORP
$3.51B$13.93$10.50-24.62%Sell29.27%2.25%15.78%5.42%
PNNT
PENNANTPARK INVESTMENT CORP
$422.57M$6.46$8.2527.71%Buy22.65%33.96%7.67%3.38%
APO
APOLLO GLOBAL MANAGEMENT INC
$33.26B$57.90$79.0636.55%Buy8-19.33%46.58%41.81%1.76%
FCRD
FIRST EAGLE ALTERNATIVE CAPITAL BDC INC
$99.64M$3.33$5.0050.15%Hold12.41%7.69%7.67%3.36%
IVZ
INVESCO LTD
$8.12B$17.85$21.7521.85%Buy8-13.39%1.04%8.22%4.11%
KKR
KKR & CO INC
$44.50B$51.75$74.3643.69%Strong Buy7-22.76%44.38%29.84%2.14%
GLAD
GLADSTONE CAPITAL CORP
$361.23M$10.53N/AN/AHold22.75%-34.04%9.98%5.23%
BKCC
BLACKROCK CAPITAL INVESTMENT CORP
$284.73M$3.89$4.5015.68%Strong Buy1N/A27.59%7.42%4.25%
PZN
PZENA INVESTMENT MANAGEMENT INC
$703.26M$9.54N/AN/AN/AN/AN/AN/AN/AN/A
PAX
PATRIA INVESTMENTS LTD
$2.10B$14.26$17.0019.21%Hold1N/AN/A41.21%30.55%
BXSL
BLACKSTONE SECURED LENDING FUND
$3.96B$23.36$28.5022.00%Strong Buy310.08%-16.89%9.86%4.23%
STEP
STEPSTONE GROUP INC
$2.98B$27.53$38.6740.45%Hold3-4.49%-10.00%27.35%5.60%
LGHL
LION GROUP HOLDING LTD
$52.96M$1.34N/AN/AN/AN/AN/AN/AN/AN/A
DHIL
DIAMOND HILL INVESTMENT GROUP INC
$555.01M$179.10N/AN/AN/AN/AN/AN/AN/AN/A
PX
P10 INC
$1.43B$12.21$16.3333.77%Strong Buy316.11%141.09%30.80%18.41%
SAR
SARATOGA INVESTMENT CORP
$293.27M$24.47$28.5016.47%Buy19.82%8.36%8.19%2.82%
MAIN
MAIN STREET CAPITAL CORP
$3.28B$44.32$47.006.05%Hold33.08%-21.47%12.24%5.97%
GBDC
GOLUB CAPITAL BDC INC
$2.44B$14.27$16.2513.88%Strong Buy29.00%-27.98%8.14%3.80%
GECC
GREAT ELM CAPITAL CORP
$91.98M$12.10N/AN/AHold118.45%N/A3.27%0.92%
NOAH
NOAH HOLDINGS LTD
$935.47M$15.55$28.5083.28%Strong Buy27.92%N/A10.74%8.22%
OWL
BLUE OWL CAPITAL INC
$54.66B$12.43$16.7534.75%Strong Buy312.59%N/A189.70%36.56%
RAND
RAND CAPITAL CORP
$36.19M$14.02N/AN/AN/AN/AN/AN/AN/AN/A
BRDG
BRIDGE INVESTMENT GROUP HOLDINGS INC
$2.01B$17.48$20.5017.28%Strong Buy4-26.18%N/A188.91%15.65%
BSIG
BRIGHTSPHERE INVESTMENT GROUP INC
$765.28M$18.47$25.0035.35%Buy2-6.58%-38.12%-114.38%16.98%
GEG
GREAT ELM GROUP INC
$56.31M$2.05N/AN/AN/AN/AN/AN/AN/AN/A
SCM
STELLUS CAPITAL INVESTMENT CORP
$260.16M$13.31$15.2514.58%Buy23.58%-23.03%9.08%2.88%
MGLD
MARYGOLD COMPANIES INC
$61.44M$1.56N/AN/AN/AN/AN/AN/AN/AN/A
BCSF
BAIN CAPITAL SPECIALTY FINANCE INC
$930.99M$14.42$13.00-9.85%Strong Sell1-5.29%-8.67%8.16%3.73%
CION
CION INVESTMENT CORP
$533.61M$9.37$9.501.39%Strong Buy1N/AN/AN/AN/A
SFE
SAFEGUARD SCIENTIFICS INC
$66.13M$4.03N/AN/AN/AN/AN/AN/AN/AN/A
NMFC
NEW MOUNTAIN FINANCE CORP
$1.33B$13.21$14.257.87%Strong Buy20.91%-7.69%9.02%3.58%
EQS
EQUUS TOTAL RETURN INC
$27.44M$2.03N/AN/AN/AN/AN/AN/AN/AN/A
BUR
BURFORD CAPITAL LTD
$2.30B$10.49$15.0042.99%Strong Buy197.38%N/A26.40%11.62%
PFX
PHENIXFIN CORP
$77.86M$35.33N/AN/AHold1-29.79%-57.28%3.06%1.86%
AAMC
ALTISOURCE ASSET MANAGEMENT CORP
$50.24M$24.37N/AN/AN/AN/AN/AN/AN/AN/A
OXSQ
OXFORD SQUARE CAPITAL CORP
$197.05M$3.96N/AN/AHold1N/AN/A11.16%5.14%
SVVC
FIRSTHAND TECHNOLOGY VALUE FUND INC
$11.44M$1.66N/AN/AN/AN/AN/AN/AN/AN/A
PUYI
PUYI INC
$506.90M$8.40N/AN/AN/AN/AN/AN/AN/AN/A
AINC
ASHFORD INC
$55.19M$17.76$28.0057.66%Buy1-10.70%N/A-3.20%1.60%
ICMB
INVESTCORP CREDIT MANAGEMENT BDC INC
$67.90M$4.72N/AN/AHold1N/AN/A8.65%3.14%
LRFC
LOGAN RIDGE FINANCE CORP
$55.88M$20.61$32.0055.26%Strong Buy1N/AN/A0.69%0.31%
TPG
TPG INC
$9.55B$30.92$34.5911.87%Buy11N/AN/AN/A6.26%
SCU
SCULPTOR CAPITAL MANAGEMENT INC
$572.83M$8.99$32.00255.95%Strong Buy11.41%N/A-655.67%21.10%
BBUC
BROOKFIELD BUSINESS CORP
$2.84B$28.72N/AN/AN/AN/AN/AN/AN/AN/A

Asset Management Stocks FAQ

What are the best asset management stocks to buy right now in Aug 2022?

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 69, which is 35 points higher than the asset management industry average of 34. It passed 23 out of 33 due diligence checks and has strong fundamentals. Assetmark Financial Holdings has seen its stock lose -22.3% over the past year, underperforming other asset management stocks by -5 percentage points.

Assetmark Financial Holdings has an average 1 year price target of $32.50, an upside of 60.57% from Assetmark Financial Holdings's current stock price of $20.24.

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

2. Hywin Holdings (NASDAQ:HYW)


Hywin Holdings (NASDAQ:HYW) is the second best asset management stock with a Zen Score of 65, which is 31 points higher than the asset management industry average of 34. It passed 21 out of 33 due diligence checks and has strong fundamentals. Hywin Holdings has seen its stock return 5.44% over the past year, overperforming other asset management stocks by 23 percentage points.

3. Vinci Partners Investments (NASDAQ:VINP)


Vinci Partners Investments (NASDAQ:VINP) is the third best asset management stock with a Zen Score of 57, which is 23 points higher than the asset management industry average of 34. It passed 22 out of 38 due diligence checks and has strong fundamentals. Vinci Partners Investments has seen its stock lose -24.02% over the past year, underperforming other asset management stocks by -6 percentage points.

Vinci Partners Investments has an average 1 year price target of $16.00, an upside of 56.1% from Vinci Partners Investments's current stock price of $10.25.

Vinci Partners Investments stock has a consensus Strong Buy recommendation according to Wall Street analysts. Of the 1 analyst covering Vinci Partners Investments, 100% have issued a Strong Buy rating, 0% have issued a Buy, 0% 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 83 asset management stocks that have issued dividends in the past year, the 3 asset management stocks with the highest dividend yields are:

1. Suro Capital (NASDAQ:SSSS)


Suro Capital (NASDAQ:SSSS) has an annual dividend yield of 76.73%, which is 69 percentage points higher than the asset management industry average of 7.27%. Suro Capital's dividend payout is not stable, having dropped more than 10% five times in the last 10 years. Suro Capital's dividend has shown consistent growth over the last 10 years.

Suro Capital's dividend payout ratio of 262.1% indicates that its high dividend yield might not be sustainable for the long-term.

2. Newtek Business Services (NASDAQ:NEWT)


Newtek Business Services (NASDAQ:NEWT) has an annual dividend yield of 16.74%, which is 9 percentage points higher than the asset management industry average of 7.27%. Newtek Business Services's dividend payout is not stable, having dropped more than 10% six times in the last 10 years. Newtek Business Services's dividend has shown consistent growth over the last 10 years.

Newtek Business Services's dividend payout ratio of 135.8% indicates that its high dividend yield might not be sustainable for the long-term.

3. Capital Southwest (NASDAQ:CSWC)


Capital Southwest (NASDAQ:CSWC) has an annual dividend yield of 12.82%, which is 6 percentage points higher than the asset management industry average of 7.27%. Capital Southwest's dividend payout is not stable, having dropped more than 10% six times in the last 10 years. Capital Southwest's dividend has shown consistent growth over the last 10 years.

Capital Southwest's dividend payout ratio of 204.7% 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 -0.56% in the last day, and up 1.85% over the last week. Carlyle Group was the among the top losers in the asset management industry, dropping -3.32% yesterday.

The Carlyle Group shares are trading lower after Jefferies downgraded the stock from Buy to Hold and announced a price target of $38.

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. Hywin Holdings (NASDAQ:HYW)


Hywin Holdings (NASDAQ:HYW) is the most undervalued asset management stock based on WallStreetZen's Valuation Score. Hywin Holdings 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.

Hywin Holdings's stock has gained 5.44% in the past year. It has overperformed other stocks in the asset management industry by 23 percentage points.

2. Suro Capital (NASDAQ:SSSS)


Suro Capital (NASDAQ:SSSS) is the second most undervalued asset management stock based on WallStreetZen's Valuation Score. Suro Capital 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.

Suro Capital's stock has dropped -55.84% in the past year. It has underperformed other stocks in the asset management industry by -38 percentage points.

3. Prospect Capital (NASDAQ:PSEC)


Prospect Capital (NASDAQ:PSEC) is the third most undervalued asset management stock based on WallStreetZen's Valuation Score. Prospect Capital 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.

Prospect Capital's stock has dropped -3.05% in the past year. It has overperformed other stocks in the asset management industry by 15 percentage points.

Are asset management stocks a good buy now?

34.12% of asset management stocks rated by analysts are a strong buy right now. On average, analysts expect asset management stocks to rise by 18.57% 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 7.46x.
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.