Best Asset Management Stocks to Buy Now (2025)
Top asset management stocks in 2025 ranked by overall Due Diligence 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
Top Analysts Upside/Downside
Consensus
Top Analysts Consensus
Analysts
Top Analysts
Fore. Revenue Growth
Fore. Earnings Growth
Forecast ROE
Forecast ROA
VCTR
VICTORY CAPITAL HOLDINGS INC
$4.30B$66.18$65.11-1.62%Buy976.32%50.61%38.20%17.18%
JHG
JANUS HENDERSON GROUP PLC
$6.81B$42.86$43.140.66%Hold715.90%50.87%13.90%8.86%
AB
ALLIANCEBERNSTEIN HOLDING LP
$4.34B$38.30$41.007.05%Strong Buy4729.80%-1.43%20.98%20.97%
HNNA
HENNESSY ADVISORS INC
$96.79M$12.44N/AN/AN/AN/AN/AN/AN/AN/A
FHI
FEDERATED HERMES INC
$3.12B$38.19$42.1710.41%Buy66.73%19.07%32.69%17.38%
SEIC
SEI INVESTMENTS CO
$10.76B$83.48$86.753.92%Hold46.81%11.22%35.32%30.97%
GROW
U S GLOBAL INVESTORS INC
$32.87M$2.43N/AN/AN/AN/AN/AN/AN/AN/A
TROW
PRICE T ROWE GROUP INC
$25.15B$113.21$115.562.07%Sell96.99%3.85%21.45%16.04%
HLNE
HAMILTON LANE INC
$8.33B$150.26$168.3312.03%Hold66.74%7.27%55.56%23.66%
VRTS
VIRTUS INVESTMENT PARTNERS INC
$1.47B$210.08$241.0014.72%Sell3-2.00%79.63%25.46%6.28%
BLK
BLACKROCK INC
$155.65B$1,004.96$1.16k15.38%Strong Buy1017.39%15.17%23.85%7.39%
TRIN
TRINITY CAPITAL INC
$860.61M$14.61$13.00-11.02%Strong Sell129.34%20.57%15.88%6.93%
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC
$3.45B$42.87$44.132.93%Hold410.07%-0.56%85.10%19.66%
WT
WISDOMTREE INC
$1.41B$9.62$13.2037.21%Buy514.54%146.67%32.34%11.90%
GBDC
GOLUB CAPITAL BDC INC
$4.07B$15.40$16.174.98%Buy322.34%24.02%10.53%4.86%
GLAD
GLADSTONE CAPITAL CORP
$665.43M$29.80$23.00-22.82%Hold13.29%-53.07%9.67%5.61%
SAMG
SILVERCREST ASSET MANAGEMENT GROUP INC
$249.43M$17.99N/AN/AN/AN/AN/AN/A25.25%11.59%
NTRS
NORTHERN TRUST CORP
$21.18B$106.87$107.550.63%Hold111.98%2.39%14.04%1.15%
SAR
SARATOGA INVESTMENT CORP
$357.22M$24.90$25.080.73%Buy3-2.74%56.57%11.41%3.51%
FDUS
FIDUS INVESTMENT CORP
$735.95M$21.70N/AN/AN/AN/AN/AN/A10.93%6.20%
PFLT
PENNANTPARK FLOATING RATE CAPITAL LTD
$929.68M$11.17$12.007.43%Strong Buy227.39%-9.29%11.74%4.88%
AMP
AMERIPRISE FINANCIAL INC
$53.57B$552.19$541.75-1.89%Buy47.94%27.65%84.54%2.60%
AMG
AFFILIATED MANAGERS GROUP INC
$5.65B$187.00$202.408.24%Buy57.14%26.08%27.64%10.30%
MAIN
MAIN STREET CAPITAL CORP
$5.29B$60.04$49.00-18.39%Hold3N/AN/A13.12%6.93%
CSWC
CAPITAL SOUTHWEST CORP
$1.07B$22.49$24.508.94%Hold14.72%54.39%14.63%7.22%
CCAP
CRESCENT CAPITAL BDC INC
$716.77M$19.34$19.25-0.47%Strong Buy4N/AN/A10.25%4.66%
OWL
BLUE OWL CAPITAL INC
$36.26B$24.28$26.338.46%Strong Buy925.22%135.40%95.80%17.85%
NOAH
NOAH HOLDINGS LTD
$770.17M$10.95$13.0018.72%Hold15.49%N/A46.30%39.39%
DHIL
DIAMOND HILL INVESTMENT GROUP INC
$408.40M$150.01N/AN/AN/AN/AN/AN/AN/AN/A
ICMB
INVESTCORP CREDIT MANAGEMENT BDC INC
$44.37M$3.08N/AN/AN/AN/AN/AN/AN/AN/A
CGBD
CARLYLE SECURED LENDING INC
$939.73M$18.46$16.50-10.62%Sell2-38.77%-5.54%9.55%4.76%
WHF
WHITEHORSE FINANCE INC
$232.20M$9.99$11.7517.62%Sell2-11.29%222.22%10.96%4.76%
RAND
RAND CAPITAL CORP
$55.97M$21.68N/AN/AN/AN/AN/AN/AN/AN/A
HTGC
HERCULES CAPITAL INC
$3.37B$20.75$21.835.22%Strong Buy63.55%-2.73%17.46%8.84%
BX
BLACKSTONE INC
$129.92B$179.95$173.57-3.54%Buy1423.25%57.55%97.48%16.04%
BK
BANK OF NEW YORK MELLON CORP
$60.56B$83.29$88.626.39%Strong Buy135.13%28.57%14.21%1.40%
AAMI
ACADIAN ASSET MANAGEMENT INC
$931.83M$24.97$29.0016.14%Sell210.67%61.68%-2,965.79%20.30%
BEN
FRANKLIN RESOURCES INC
$10.24B$19.56$20.112.83%Sell110.96%75.57%12.72%4.90%
MFIC
MIDCAP FINANCIAL INVESTMENT CORP
$1.27B$13.49$14.255.63%Buy422.12%2.69%10.56%4.65%
BXSL
BLACKSTONE SECURED LENDING FUND
$7.06B$32.59$31.56-3.15%Strong Buy49.79%-8.70%12.16%5.60%
ARES
ARES MANAGEMENT CORP
$59.89B$191.32$177.11-7.43%Strong Buy926.37%74.44%116.30%9.85%
STT
STATE STREET CORP
$28.62B$97.63$109.1111.76%Buy94.77%27.30%12.70%0.97%
TPVG
TRIPLEPOINT VENTURE GROWTH BDC CORP
$304.77M$7.61$7.630.20%Hold4-14.88%571.95%14.18%6.64%
ARCC
ARES CAPITAL CORP
$14.98B$23.18$22.25-4.01%Buy46.67%-15.52%11.14%5.25%
APO
APOLLO GLOBAL MANAGEMENT INC
$94.49B$166.99$168.240.75%Strong Buy17-86.58%-15.69%28.60%1.39%
FSK
FS KKR CAPITAL CORP
$6.23B$22.26$21.13-5.10%Hold4-8.17%38.40%10.81%4.76%
SII
SPROTT INC
$1.07B$41.96N/AN/AN/AN/AN/AN/AN/AN/A
SWKH
SWK HOLDINGS CORP
$200.50M$16.39N/AN/AN/AN/AN/AN/AN/AN/A
PAX
PATRIA INVESTMENTS LTD
$1.77B$11.65$14.0020.17%Strong Buy111.53%154.56%N/AN/A
PX
P10 INC
$1.49B$13.39$14.719.89%Buy75.81%862.50%35.48%14.67%
BRDG
BRIDGE INVESTMENT GROUP HOLDINGS INC
$952.93M$7.87$11.0039.77%Buy5-9.96%2,644.33%145.94%10.39%
VINP
VINCI PARTNERS INVESTMENTS LTD
$555.48M$9.76$13.0033.20%Strong Buy111.64%24.16%21.21%11.29%
PNNT
PENNANTPARK INVESTMENT CORP
$442.71M$6.78$6.00-11.50%Hold1-3.37%13.33%11.30%4.02%
AC
ASSOCIATED CAPITAL GROUP INC
$768.36M$36.18N/AN/AN/AN/AN/AN/AN/AN/A
GAIN
GLADSTONE INVESTMENT CORPORATION
$486.12M$13.25$13.501.89%Hold1-0.45%-8.57%7.52%3.97%
CNS
COHEN & STEERS INC
$4.46B$88.22$106.5020.72%Buy2N/AN/AN/AN/A
AMTD
AMTD IDEA GROUP
$81.53M$1.03N/AN/AN/AN/AN/AN/AN/AN/A
BCSF
BAIN CAPITAL SPECIALTY FINANCE INC
$1.12B$17.39$17.00-2.24%Buy2N/AN/A10.53%4.75%
GCMG
GCM GROSVENOR INC
$2.46B$12.99$13.705.47%Buy524.76%92.73%-443.01%24.56%
SCM
STELLUS CAPITAL INVESTMENT CORP
$386.93M$14.30N/AN/AN/AN/AN/AN/A10.74%4.11%
PFX
PHENIXFIN CORP
$100.73M$49.87N/AN/AN/AN/A3.55%-72.51%3.55%1.88%
BN
BROOKFIELD CORP
$88.02B$58.18$57.00-2.03%Buy5-93.77%639.66%18.32%1.67%
SLRC
SLR INVESTMENT CORP
$913.79M$16.75$14.00-16.42%Strong Sell2-6.97%-7.25%8.85%3.60%
TSLX
SIXTH STREET SPECIALTY LENDING INC
$2.02B$21.65$21.63-0.12%Strong Buy4-2.17%7.89%13.09%5.92%
BUR
BURFORD CAPITAL LTD
$2.87B$13.09$18.0037.51%Strong Buy2-0.35%45.94%17.13%6.64%
HPH
HIGHEST PERFORMANCES HOLDINGS INC
$66.35M$0.27N/AN/AN/AN/AN/AN/AN/AN/A
PTMN
PORTMAN RIDGE FINANCE CORP
$151.28M$16.42$18.009.62%Hold1N/AN/A13.04%5.29%
GECC
GREAT ELM CAPITAL CORP
$111.71M$10.69N/AN/AN/AN/AN/AN/A11.74%3.46%
KKR
KKR & CO INC
$139.96B$157.57$162.623.20%Strong Buy13-75.39%69.77%24.42%1.63%
NMFC
NEW MOUNTAIN FINANCE CORP
$1.22B$11.27$11.502.04%Hold2N/AN/A10.39%4.14%
GEG
GREAT ELM GROUP INC
$53.69M$1.81N/AN/AN/AN/AN/AN/AN/AN/A
BAM
BROOKFIELD ASSET MANAGEMENT LTD
$24.61B$55.57$53.95-2.92%Hold1024.53%N/A11.78%7.20%
WHG
WESTWOOD HOLDINGS GROUP INC
$142.78M$15.40N/AN/AN/AN/AN/AN/AN/AN/A
PFG
PRINCIPAL FINANCIAL GROUP INC
$18.68B$81.66$83.502.25%Hold1011.57%N/A20.86%0.73%
STEP
STEPSTONE GROUP INC
$7.09B$61.57$67.7910.10%Buy716.88%86.68%74.90%7.37%
MRCC
MONROE CAPITAL CORP
$183.51M$8.47N/AN/AN/AN/AN/AN/A11.60%4.60%
GSBD
GOLDMAN SACHS BDC INC
$1.44B$12.26$13.006.04%Hold2N/AN/A13.51%6.04%
OXSQ
OXFORD SQUARE CAPITAL CORP
$177.20M$2.61N/AN/AN/AN/AN/AN/A11.92%6.07%
RMCO
ROYALTY MANAGEMENT HOLDING CORP
$16.13M$1.08N/AN/AN/AN/AN/AN/AN/AN/A
TCPC
BLACKROCK TCP CAPITAL CORP
$766.04M$8.95$8.50-5.03%Sell3N/AN/A14.60%6.17%
PWM
PRESTIGE WEALTH INC
$15.83M$1.73N/AN/AN/AN/AN/AN/AN/AN/A
CG
CARLYLE GROUP INC
$19.76B$55.24$56.171.68%Buy12-3.40%273.20%34.79%8.52%
IVZ
INVESCO LTD
$7.73B$17.20$18.809.30%Hold10-9.43%N/A7.13%3.83%
CION
CION INVESTMENT CORP
$608.53M$11.42$12.257.27%Hold2-17.97%-7.53%8.51%3.73%
TPG
TPG INC
$24.46B$67.03$67.751.07%Buy8-38.76%1,685.64%159.25%10.95%
MGLD
MARYGOLD COMPANIES INC
$68.96M$1.71N/AN/AN/AN/AN/AN/AN/AN/A
OFS
OFS CAPITAL CORP
$107.85M$8.05N/AN/AN/AN/AN/AN/A8.94%3.23%
HRZN
HORIZON TECHNOLOGY FINANCE CORP
$351.32M$9.23$8.75-5.20%Sell3N/AN/A14.03%6.06%
LRFC
LOGAN RIDGE FINANCE CORP
$63.78M$23.92N/AN/AN/AN/AN/AN/A4.48%2.07%
ALTI
ALTI GLOBAL INC
$571.89M$4.09N/AN/AN/AN/A4.03%N/A9.69%4.87%
PSEC
PROSPECT CAPITAL CORP
$1.89B$4.33$4.503.93%Strong Sell1N/AN/AN/AN/A
CRBG
COREBRIDGE FINANCIAL INC
$18.18B$31.95$35.7111.78%Strong Buy724.11%N/A28.64%0.98%
EQS
EQUUS TOTAL RETURN INC
$16.98M$1.25N/AN/AN/AN/AN/AN/AN/AN/A
BENF
BENEFICIENT
$3.29M$0.65N/AN/AN/AN/AN/AN/A-4.00%1.79%
SSSS
SURO CAPITAL CORP
$148.22M$6.34$6.00-5.36%Buy1N/AN/AN/AN/A
STEC
SANTECH HOLDINGS LTD
$17.91M$0.75N/AN/AN/AN/AN/AN/AN/AN/A
INV
INNVENTURE INC
$624.30M$12.60N/AN/AN/AN/AN/AN/AN/AN/A
BBUC
BROOKFIELD BUSINESS CORP
$1.70B$23.33N/AN/AN/AN/AN/AN/AN/AN/A
BCG
BINAH CAPITAL GROUP INC
$42.34M$2.55N/AN/AN/AN/AN/AN/AN/AN/A
CWD
CALIBERCOS INC
$14.29M$0.64N/AN/AN/AN/AN/AN/A-122.61%2.98%

Asset Management Stocks FAQ

What are the best asset management stocks to buy right now in Jan 2025?

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

1. Victory Capital Holdings (NASDAQ:VCTR)


Victory Capital Holdings (NASDAQ:VCTR) is the top asset management stock with a Due Diligence Score of 68, which is 35 points higher than the asset management industry average of 33. It passed 25 out of 38 due diligence checks and has strong fundamentals. Victory Capital Holdings has seen its stock return 94.65% over the past year, overperforming other asset management stocks by 69 percentage points.

Victory Capital Holdings has an average 1 year price target of $65.11, a downside of -1.62% from Victory Capital Holdings's current stock price of $66.18.

Victory Capital Holdings stock has a consensus Buy recommendation according to Wall Street analysts. Of the 9 analysts covering Victory Capital Holdings, 22.22% have issued a Strong Buy rating, 22.22% have issued a Buy, 55.56% have issued a hold, while 0% have issued a Sell rating, and 0% have issued a Strong Sell.

2. Janus Henderson Group (NYSE:JHG)


Janus Henderson Group (NYSE:JHG) is the second best asset management stock with a Due Diligence Score of 59, which is 26 points higher than the asset management industry average of 33. It passed 21 out of 38 due diligence checks and has strong fundamentals. Janus Henderson Group has seen its stock return 50.33% over the past year, overperforming other asset management stocks by 24 percentage points.

Janus Henderson Group has an average 1 year price target of $43.14, an upside of 0.66% from Janus Henderson Group's current stock price of $42.86.

Janus Henderson Group stock has a consensus Hold recommendation according to Wall Street analysts. Of the 7 analysts covering Janus Henderson Group, 14.29% 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 14.29% have issued a Strong Sell.

3. Alliancebernstein Holding (NYSE:AB)


Alliancebernstein Holding (NYSE:AB) is the third best asset management stock with a Due Diligence Score of 56, which is 23 points higher than the asset management industry average of 33. It passed 20 out of 38 due diligence checks and has strong fundamentals. Alliancebernstein Holding has seen its stock return 17.74% over the past year, underperforming other asset management stocks by -8 percentage points.

Alliancebernstein Holding has an average 1 year price target of $41.00, an upside of 7.05% from Alliancebernstein Holding's current stock price of $38.30.

Alliancebernstein Holding stock has a consensus Strong Buy recommendation according to Wall Street analysts. Of the 4 analysts covering Alliancebernstein Holding, 50% have issued a Strong Buy rating, 25% have issued a Buy, 25% 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 81 asset management stocks that have issued dividends in the past year, the 3 asset management stocks with the highest dividend yields are:

1. Triplepoint Venture Growth Bdc (NYSE:TPVG)


Triplepoint Venture Growth Bdc (NYSE:TPVG) has an annual dividend yield of 18.4%, which is 12 percentage points higher than the asset management industry average of 6.19%. 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 not shown consistent growth over the last 10 years.

Triplepoint Venture Growth Bdc's dividend payout ratio of 789.5% indicates that its high dividend yield might not be sustainable for the long-term.

2. Portman Ridge Finance (NASDAQ:PTMN)


Portman Ridge Finance (NASDAQ:PTMN) has an annual dividend yield of 16.81%, which is 11 percentage points higher than the asset management industry average of 6.19%. Portman Ridge Finance's dividend payout is not stable, having dropped more than 10% four 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 745.9% 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 15.94%, which is 10 percentage points higher than the asset management industry average of 6.19%. Prospect Capital's dividend payout is not stable, having dropped more than 10% three 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 -276.9% 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 0.84% in the last day, and up 5.79% over the last week.

We couldn't find a catalyst for why asset management stocks are up.

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. Investcorp Credit Management Bdc (NASDAQ:ICMB)


Investcorp Credit Management Bdc (NASDAQ:ICMB) is the most undervalued asset management stock based on WallStreetZen's Valuation Score. Investcorp Credit Management Bdc has a valuation score of 100, which is 59 points higher than the asset management industry average of 41. It passed 7 out of 7 valuation due diligence checks.

Investcorp Credit Management Bdc's stock has dropped -15.38% in the past year. It has underperformed other stocks in the asset management industry by -41 percentage points.

2. Victory Capital Holdings (NASDAQ:VCTR)


Victory Capital Holdings (NASDAQ:VCTR) is the second most undervalued asset management stock based on WallStreetZen's Valuation Score. Victory Capital Holdings has a valuation score of 86, which is 45 points higher than the asset management industry average of 41. It passed 6 out of 7 valuation due diligence checks.

Victory Capital Holdings's stock has gained 94.65% in the past year. It has overperformed other stocks in the asset management industry by 69 percentage points.

3. Crescent Capital Bdc (NASDAQ:CCAP)


Crescent Capital Bdc (NASDAQ:CCAP) is the third most undervalued asset management stock based on WallStreetZen's Valuation Score. Crescent Capital Bdc has a valuation score of 71, which is 30 points higher than the asset management industry average of 41. It passed 5 out of 7 valuation due diligence checks.

Crescent Capital Bdc's stock has gained 15.6% in the past year. It has underperformed other stocks in the asset management industry by -10 percentage points.

Are asset management stocks a good buy now?

30.88% of asset management stocks rated by analysts are a buy right now. On average, analysts expect asset management stocks to rise by 5.64% 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 49.49x.
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.