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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
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
$2.47B$38.43$41.608.25%Hold58.20%43.17%30.36%12.57%
AMK
ASSETMARK FINANCIAL HOLDINGS INC
$2.63B$35.35$35.00-0.99%Buy27.80%24.75%N/AN/A
JHG
JANUS HENDERSON GROUP PLC
$5.04B$31.16$27.38-12.12%Sell64.50%13.07%N/AN/A
HTGC
HERCULES CAPITAL INC
$2.86B$18.06$18.100.22%Buy56.74%N/AN/AN/A
SEIC
SEI INVESTMENTS CO
$8.83B$67.25$66.67-0.87%Hold35.51%11.44%N/AN/A
GLAD
GLADSTONE CAPITAL CORP
$442.49M$10.17N/AN/AN/AN/A6.66%N/AN/AN/A
GROW
U S GLOBAL INVESTORS INC
$36.87M$2.61N/AN/AN/AN/AN/AN/AN/AN/A
VRTS
VIRTUS INVESTMENT PARTNERS INC
$1.65B$232.32$250.677.90%Hold30.25%41.89%N/AN/A
FHI
FEDERATED HERMES INC
$2.98B$35.23$37.606.73%Buy54.84%14.28%N/AN/A
NTRS
NORTHERN TRUST CORP
$16.82B$82.13$84.222.55%Hold95.82%58.52%N/AN/A
HNNA
HENNESSY ADVISORS INC
$52.12M$6.79N/AN/AN/AN/AN/AN/AN/AN/A
HLNE
HAMILTON LANE INC
$6.20B$114.85$113.33-1.32%Buy39.89%15.78%N/AN/A
AB
ALLIANCEBERNSTEIN HOLDING LP
$3.64B$31.77$39.9225.64%Strong Buy31,121.36%28.63%N/AN/A
MAIN
MAIN STREET CAPITAL CORP
$3.88B$45.71$45.750.09%Hold42.89%N/AN/AN/A
BK
BANK OF NEW YORK MELLON CORP
$42.32B$56.09$57.502.51%Buy52.25%24.71%N/AN/A
TROW
PRICE T ROWE GROUP INC
$25.35B$113.35$99.25-12.44%Sell84.30%23.99%N/AN/A
CCAP
CRESCENT CAPITAL BDC INC
$621.15M$16.76$17.755.91%Buy21.53%N/AN/AN/A
BLK
BLACKROCK INC
$120.84B$811.34$819.881.05%Strong Buy813.20%21.00%N/AN/A
BEN
FRANKLIN RESOURCES INC
$14.45B$27.45$29.005.65%Hold63.06%56.94%N/AN/A
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC
$3.44B$43.07$43.00-0.16%Buy29.75%12.95%N/AN/A
AMP
AMERIPRISE FINANCIAL INC
$40.85B$407.36$418.862.82%Buy74.87%21.32%N/AN/A
PFG
PRINCIPAL FINANCIAL GROUP INC
$19.07B$80.86$75.91-6.12%Sell118.55%49.96%N/AN/A
WHG
WESTWOOD HOLDINGS GROUP INC
$110.85M$12.12N/AN/AN/AN/AN/AN/AN/AN/A
WT
WISDOMTREE INC
$1.22B$8.06$9.4216.84%Buy311.86%-37.88%N/AN/A
AMTD
AMTD IDEA GROUP
$132.75M$1.70N/AN/AN/AN/AN/AN/AN/AN/A
ARCC
ARES CAPITAL CORP
$11.78B$20.23$20.672.16%Buy38.38%-16.00%N/AN/A
STT
STATE STREET CORP
$22.26B$73.73$87.3818.51%Buy83.06%57.53%N/AN/A
SWKH
SWK HOLDINGS CORP
$207.05M$16.56N/AN/AN/AN/AN/AN/AN/AN/A
VINP
VINCI PARTNERS INVESTMENTS LTD
$615.81M$10.82$14.5034.01%Strong Buy29.50%27.32%N/AN/A
BCSF
BAIN CAPITAL SPECIALTY FINANCE INC
$1.01B$15.71$14.50-7.70%Hold1N/AN/AN/AN/A
PAX
PATRIA INVESTMENTS LTD
$2.20B$14.90N/AN/AN/AN/A25.90%45.36%N/AN/A
GECC
GREAT ELM CAPITAL CORP
$100.20M$10.60N/AN/AN/AN/A1.38%-87.69%4.02%1.61%
SII
SPROTT INC
$955.12M$36.93N/AN/AN/AN/AN/AN/AN/AN/A
GBDC
GOLUB CAPITAL BDC INC
$2.66B$15.57$16.334.90%Buy321.43%N/AN/AN/A
ARES
ARES MANAGEMENT CORP
$41.06B$132.63$134.831.66%Buy617.76%71.78%N/AN/A
HYW
HYWIN HOLDINGS LTD
$32.23M$1.35N/AN/AN/AN/AN/AN/AN/AN/A
SAMG
SILVERCREST ASSET MANAGEMENT GROUP INC
$232.89M$16.77N/AN/AN/AN/AN/AN/AN/AN/A
RAND
RAND CAPITAL CORP
$35.62M$13.80N/AN/AN/AN/AN/AN/AN/AN/A
CSWC
CAPITAL SOUTHWEST CORP
$1.04B$24.12$25.254.68%Buy26.49%-6.63%N/AN/A
AMG
AFFILIATED MANAGERS GROUP INC
$5.13B$156.31$169.338.33%Strong Buy33.96%17.63%N/AN/A
GEG
GREAT ELM GROUP INC
$61.99M$1.96N/AN/AN/AN/AN/AN/AN/AN/A
CGBD
CARLYLE SECURED LENDING INC
$823.39M$16.21$16.00-1.30%Buy2-29.78%N/AN/AN/A
SAR
SARATOGA INVESTMENT CORP
$322.36M$23.61$26.3811.71%Hold23.35%N/AN/AN/A
WHF
WHITEHORSE FINANCE INC
$289.38M$12.45$13.387.43%Buy2-3.69%N/AN/AN/A
AC
ASSOCIATED CAPITAL GROUP INC
$723.31M$33.50N/AN/AN/AN/AN/AN/AN/AN/A
DHIL
DIAMOND HILL INVESTMENT GROUP INC
$411.41M$144.68N/AN/AN/AN/AN/AN/AN/AN/A
NMFC
NEW MOUNTAIN FINANCE CORP
$1.33B$12.89$12.50-3.03%Hold1N/AN/AN/AN/A
TSLX
SIXTH STREET SPECIALTY LENDING INC
$1.92B$21.83$22.633.64%Strong Buy47.68%N/AN/AN/A
GAIN
GLADSTONE INVESTMENT CORPORATION
$493.85M$13.76N/AN/AN/AN/A4.62%N/AN/AN/A
FDUS
FIDUS INVESTMENT CORP
$601.28M$19.62$22.0012.13%Hold1N/AN/AN/AN/A
CRBG
COREBRIDGE FINANCIAL INC
$15.46B$24.83$29.1717.47%Strong Buy611.76%N/AN/AN/A
STEP
STEPSTONE GROUP INC
$3.83B$34.73$36.003.66%Hold225.58%47.51%N/AN/A
GSBD
GOLDMAN SACHS BDC INC
$1.65B$15.02$15.00-0.13%Hold1N/AN/AN/AN/A
MFIC
MIDCAP FINANCIAL INVESTMENT CORP
$961.18M$14.73$14.800.48%Buy5-11.40%-14.84%N/AN/A
PFLT
PENNANTPARK FLOATING RATE CAPITAL LTD
$704.41M$11.43$12.509.36%Buy19.95%N/AN/AN/A
FSK
FS KKR CAPITAL CORP
$5.29B$18.88$19.603.81%Hold5-0.92%N/AN/AN/A
PFX
PHENIXFIN CORP
$92.34M$44.81N/AN/AN/AN/A2.64%N/AN/AN/A
SLRC
SLR INVESTMENT CORP
$816.14M$14.96$15.503.61%Hold22.43%N/AN/AN/A
APO
APOLLO GLOBAL MANAGEMENT INC
$63.52B$111.80$112.630.74%Strong Buy8-63.94%-5.44%N/AN/A
BSIG
BRIGHTSPHERE INVESTMENT GROUP INC
$865.79M$22.66$23.001.50%Buy25.32%21.05%N/AN/A
CNS
COHEN & STEERS INC
$3.64B$73.55$69.00-6.19%Strong Sell1N/AN/AN/AN/A
GSIW
GARDEN STAGE LTD
N/A$8.51N/AN/AN/AN/AN/AN/AN/AN/A
EQS
EQUUS TOTAL RETURN INC
$19.87M$1.47N/AN/AN/AN/AN/AN/AN/AN/A
BX
BLACKSTONE INC
$91.35B$127.82$120.71-5.56%Buy1438.87%102.03%N/AN/A
NOAH
NOAH HOLDINGS LTD
$772.53M$11.12$18.0061.87%Strong Buy119.68%N/AN/AN/A
PNNT
PENNANTPARK INVESTMENT CORP
$444.83M$6.82$7.509.97%Buy1-5.02%-4.05%N/AN/A
SCM
STELLUS CAPITAL INVESTMENT CORP
$308.08M$12.77$13.001.80%Strong Sell1N/AN/AN/AN/A
TCPC
BLACKROCK TCP CAPITAL CORP
$619.27M$10.72$11.507.28%Hold1N/AN/AN/AN/A
BXSL
BLACKSTONE SECURED LENDING FUND
$5.67B$29.60$30.503.04%Strong Buy44.54%N/AN/AN/A
PTMN
PORTMAN RIDGE FINANCE CORP
$173.64M$18.38N/AN/AN/AN/AN/AN/AN/AN/A
TRIN
TRINITY CAPITAL INC
$634.32M$14.54N/AN/AN/AN/A13.55%N/AN/AN/A
SSSS
SURO CAPITAL CORP
$108.40M$4.30N/AN/AN/AN/AN/AN/AN/AN/A
OFS
OFS CAPITAL CORP
$154.08M$11.50N/AN/AN/AN/AN/AN/AN/AN/A
BKCC
BLACKROCK CAPITAL INVESTMENT CORP
$262.71M$3.62$3.753.59%Hold12.21%N/AN/AN/A
TPG
TPG INC
$16.17B$44.35$42.88-3.33%Buy8-3.86%92.85%N/AN/A
KKR
KKR & CO INC
$86.96B$98.26$89.75-8.66%Strong Buy8-38.81%24.95%N/AN/A
PWM
PRESTIGE WEALTH INC
$13.08M$1.43N/AN/AN/AN/AN/AN/AN/AN/A
JNVR
JANOVER INC
$11.99M$1.20N/AN/AN/AN/AN/AN/AN/AN/A
OXSQ
OXFORD SQUARE CAPITAL CORP
$179.62M$3.09N/AN/AN/AN/AN/AN/AN/AN/A
TPVG
TRIPLEPOINT VENTURE GROWTH BDC CORP
$389.01M$10.78$11.002.04%Hold1-2.40%N/AN/AN/A
OWL
BLUE OWL CAPITAL INC
$25.66B$17.96$16.54-7.90%Strong Buy622.51%N/AN/AN/A
MRCC
MONROE CAPITAL CORP
$156.43M$7.22N/AN/AN/AN/AN/AN/AN/AN/A
ALTI
ALTI GLOBAL INC
$691.43M$5.86$9.0053.58%Strong Buy121.37%N/AN/AN/A
GCMG
GCM GROSVENOR INC
$1.59B$8.47$10.6725.94%Buy319.66%N/AN/AN/A
MGLD
MARYGOLD COMPANIES INC
$42.53M$1.08N/AN/AN/AN/AN/AN/AN/AN/A
CG
CARLYLE GROUP INC
$16.60B$45.85$46.000.33%Buy925.40%N/AN/AN/A
PSEC
PROSPECT CAPITAL CORP
$2.29B$5.52$5.754.17%Strong Sell1-0.82%N/AN/AN/A
CION
CION INVESTMENT CORP
$585.35M$10.78N/AN/AN/AN/AN/AN/AN/AN/A
HRZN
HORIZON TECHNOLOGY FINANCE CORP
$398.77M$11.94$10.50-12.06%Strong Sell2N/AN/AN/AN/A
LRFC
LOGAN RIDGE FINANCE CORP
$59.54M$22.25N/AN/AN/AN/AN/AN/AN/AN/A
PUYI
PUYI INC
$446.85M$7.41N/AN/AN/AN/AN/AN/AN/AN/A
IVZ
INVESCO LTD
$6.92B$15.41$17.2011.62%Hold10-10.50%N/AN/AN/A
BAM
BROOKFIELD ASSET MANAGEMENT LTD
$15.96B$40.75$42.574.47%Buy7N/AN/AN/AN/A
ICMB
INVESTCORP CREDIT MANAGEMENT BDC INC
$48.52M$3.37N/AN/AN/AN/A-8.03%N/AN/AN/A
PX
P10 INC
$1.08B$9.27$14.0051.02%Strong Buy311.91%N/AN/AN/A
AINC
ASHFORD INC
$8.97M$2.79$14.00401.79%Buy1N/AN/AN/AN/A
BBUC
BROOKFIELD BUSINESS CORP
$1.67B$22.86N/AN/AN/AN/AN/AN/AN/AN/A
BRDG
BRIDGE INVESTMENT GROUP HOLDINGS INC
$887.55M$7.50$11.5053.33%Strong Buy539.60%N/AN/AN/A
BETR
BETTER HOME & FINANCE HOLDING CO
$394.61M$0.54N/AN/AN/AN/AN/AN/AN/AN/A
BUR
BURFORD CAPITAL LTD
$3.31B$15.13$19.0025.58%Strong Buy2N/AN/AN/AN/A

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. Victory Capital Holdings (NASDAQ:VCTR)


Victory Capital Holdings (NASDAQ:VCTR) is the top asset management stock with a Zen Score of 63, which is 32 points higher than the asset management industry average of 31. It passed 23 out of 38 due diligence checks and has strong fundamentals. Victory Capital Holdings has seen its stock return 13.16% over the past year, overperforming other asset management stocks by 3 percentage points.

Victory Capital Holdings has an average 1 year price target of $41.60, an upside of 8.25% from Victory Capital Holdings's current stock price of $38.43.

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.

2. Assetmark Financial Holdings (NYSE:AMK)


Assetmark Financial Holdings (NYSE:AMK) is the second best asset management stock with a Zen Score of 61, which is 30 points higher than the asset management industry average of 31. It passed 20 out of 33 due diligence checks and has strong fundamentals. Assetmark Financial Holdings has seen its stock return 12.94% over the past year, overperforming other asset management stocks by 3 percentage points.

Assetmark Financial Holdings has an average 1 year price target of $35.00, a downside of -0.99% from Assetmark Financial Holdings's current stock price of $35.35.

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.

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 28 points higher than the asset management industry average of 31. It passed 20 out of 38 due diligence checks and has strong fundamentals. Janus Henderson Group has seen its stock return 13.47% over the past year, overperforming other asset management stocks by 4 percentage points.

Janus Henderson Group has an average 1 year price target of $27.38, a downside of -12.12% from Janus Henderson Group's current stock price of $31.16.

Janus Henderson Group stock has a consensus Sell recommendation according to Wall Street analysts. Of the 6 analysts covering Janus Henderson Group, 0% have issued a Strong Buy rating, 0% have issued a Buy, 66.67% have issued a hold, while 0% have issued a Sell rating, and 33.33% have issued a Strong Sell.

What are the asset management stocks with highest dividends?

Out of 68 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 18.69%, which is 12 percentage points higher than the asset management industry average of 6.8%. 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. Gladstone Investment Corporation (NASDAQ:GAIN)


Gladstone Investment Corporation (NASDAQ:GAIN) has an annual dividend yield of 17.73%, which is 11 percentage points higher than the asset management industry average of 6.8%. Gladstone Investment Corporation's dividend payout is not stable, having dropped more than 10% seventeen times in the last 10 years. Gladstone Investment Corporation's dividend has shown consistent growth over the last 10 years.

Gladstone Investment Corporation's dividend payout ratio of 122.6% indicates that its high dividend yield might not be sustainable for the long-term.

3. Oxford Square Capital (NASDAQ:OXSQ)


Oxford Square Capital (NASDAQ:OXSQ) has an annual dividend yield of 17.48%, which is 11 percentage points higher than the asset management industry average of 6.8%. 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 2,700% 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 0.33% in the last day, and down -0.14% 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. Victory Capital Holdings (NASDAQ:VCTR)


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

Victory Capital Holdings's stock has gained 13.16% in the past year. It has overperformed other stocks in the asset management industry by 3 percentage points.

2. Northern Trust (NASDAQ:NTRS)


Northern Trust (NASDAQ:NTRS) is the second most undervalued asset management stock based on WallStreetZen's Valuation Score. Northern Trust 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.

Northern Trust's stock has dropped -13.79% in the past year. It has underperformed other stocks in the asset management industry by -24 percentage points.

3. Gladstone Capital (NASDAQ:GLAD)


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

Gladstone Capital's stock has gained 0.49% in the past year. It has underperformed other stocks in the asset management industry by -9 percentage points.

Are asset management stocks a good buy now?

38.81% of asset management stocks rated by analysts are a buy right now. On average, analysts expect asset management stocks to rise by 2.9% 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 -127.27x.
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.