Sectors & IndustriesFinancial ServicesAsset Management
Best Asset Management Stocks to Buy Now (2026)
Top asset management stocks in 2026 ranked by overall Zen Rating. "A" Rated stocks have returned an average of +28.50% per year, and are the best asset management stocks to buy now. Learn More.

Industry: Asset Management
D
Asset Management is Zen Rated D and is the 91st ranked industry out of 145 stock market industries
Learn how the Zen Ratings work
Ticker
Company
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
AAMI
ACADIAN ASSET MANAGEMENT INC
$3.24B$91.32$94.673.67%Hold316.57%53.28%215.24%33.46%
AMG
AFFILIATED MANAGERS GROUP INC
$10.32B$399.02$523.0031.07%Strong Buy18.32%17.62%37.63%12.16%
WHG
WESTWOOD HOLDINGS GROUP INC
$180.75M$18.94N/AN/AN/AN/AN/AN/AN/AN/A
VCTR
VICTORY CAPITAL HOLDINGS INC
$7.00B$113.81$119.004.56%Hold57.79%29.00%24.93%14.18%
BEN
FRANKLIN TEMPLETON INC
$16.43B$32.34$36.1711.83%Buy6-2.59%34.21%13.79%4.47%
RPC
RIDGEPOST CAPITAL INC
$1.02B$9.29$13.0039.94%Strong Buy215.18%111.84%39.85%12.70%
SEIC
SEI INVESTMENTS CO
$12.42B$104.73$125.6019.93%Strong Buy66.59%11.07%41.14%30.09%
PAX
PATRIA INVESTMENTS LTD
$1.51B$9.30$13.0039.78%Hold17.30%85.84%50.10%15.44%
CION
CION INVESTMENT CORP
$349.83M$7.11$6.50-8.58%Strong Sell1-10.43%271.94%7.29%2.64%
HLNE
HAMILTON LANE INC
$4.72B$85.66$126.1347.24%Strong Buy812.26%8.70%51.54%19.07%
NOAH
NOAH HOLDINGS LTD
$470.79M$6.89$9.7040.78%Hold1156.88%179.18%240.73%193.01%
NTRS
NORTHERN TRUST CORP
$31.64B$172.92$183.926.36%Hold123.61%8.20%19.58%1.46%
WHF
WHITEHORSE FINANCE INC
$174.39M$8.12$7.83-3.53%Hold3-9.16%23.70%8.40%3.52%
STT
STATE STREET CORP
$47.27B$173.75$193.9611.63%Buy144.63%12.21%14.71%1.05%
FHI
FEDERATED HERMES INC
$4.33B$58.01$56.25-3.03%Hold43.79%6.43%39.19%21.07%
WT
WISDOMTREE INC
$3.27B$21.55$25.6619.07%Buy514.56%58.08%57.42%14.61%
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC
$2.95B$36.39$35.25-3.13%Hold41.01%-4.32%68.12%19.60%
OFS
OFS CAPITAL CORP
$53.73M$4.01N/AN/AN/AN/A-15.04%N/A4.81%1.78%
GCMG
GCM GROSVENOR INC
$2.56B$12.61$14.6315.98%Strong Buy49.01%18.05%1,034.77%38.73%
BLK
BLACKROCK INC
$182.16B$1,176.24$1.36k15.62%Strong Buy1010.22%21.06%23.00%7.53%
PSEC
PROSPECT CAPITAL CORP
$850.23M$1.62$2.0023.46%Strong Sell1-0.95%79.76%6.03%2.74%
TPG
TPG INC
$18.43B$47.94$57.8920.75%Buy9-10.96%54.05%143.59%12.65%
HTGC
HERCULES CAPITAL INC
$3.16B$16.90$17.755.03%Buy46.19%-2.29%16.20%7.86%
TRIN
TRINITY CAPITAL INC
$1.63B$17.24$15.75-8.64%Sell28.40%9.31%14.94%6.75%
VRTS
VIRTUS INVESTMENT PARTNERS INC
$827.64M$124.97$129.753.82%Sell4-5.38%15.29%18.28%3.81%
GSBD
GOLDMAN SACHS BDC INC
$1.02B$9.06$9.252.10%Sell2-3.86%51.52%9.19%3.80%
IVZ
INVESCO LTD
$12.81B$29.02$34.1917.81%Buy81.19%N/A12.61%5.73%
GECC
GREAT ELM CAPITAL CORP
$69.17M$4.98N/AN/AN/AN/A-4.43%N/A12.89%5.09%
HRZN
HORIZON TECHNOLOGY FINANCE CORP
$276.85M$4.13$4.6713.00%Hold34.55%34.41%12.94%6.49%
AMP
AMERIPRISE FINANCIAL INC
$43.98B$497.90$552.5610.98%Hold93.68%9.63%86.19%2.77%
MAAS
MAASE INC
$5.41B$12.23N/AN/AN/AN/AN/AN/AN/AN/A
BX
BLACKSTONE INC
$90.53B$120.60$140.6716.64%Buy129.88%22.94%84.87%15.33%
TCPC
BLACKROCK TCP CAPITAL CORP
$354.07M$4.22$4.00-5.21%Hold2-24.91%N/A5.62%2.10%
HASI
HA SUSTAINABLE INFRASTRUCTURE CAPITAL INC
$4.82B$37.52$48.8330.15%Strong Buy69.47%79.03%20.50%5.83%
PSBD
PALMER SQUARE CAPITAL BDC INC
$306.82M$10.01$10.171.57%Hold3-15.49%N/A12.01%4.31%
PFLT
PENNANTPARK FLOATING RATE CAPITAL LTD
$688.57M$6.94$8.7526.08%Strong Buy2-10.23%44.57%10.39%4.01%
BENF
BENEFICIENT
$12.46M$0.81N/AN/AN/AN/AN/AN/AN/A-16.11%
FSK
FS KKR CAPITAL CORP
$3.09B$11.17$11.502.95%Sell4-9.51%N/A7.03%3.00%
BCIC
BCP INVESTMENT CORP
$76.04M$6.14$9.2550.65%Hold2-9.01%N/A9.43%3.61%
TROW
PRICE T ROWE GROUP INC
$22.75B$106.63$109.002.22%Sell71.78%1.32%21.47%15.38%
SVRN
SVRN INC
$58.40M$31.13N/AN/AN/AN/AN/AN/AN/AN/A
VINP
VINCI COMPASS INVESTMENTS LTD
$624.40M$8.81$14.0058.91%Strong Buy1154.38%192.58%136.27%68.27%
KKR
KKR & CO INC
$86.01B$95.82$123.9229.32%Strong Buy12-13.33%33.30%25.75%1.93%
CNS
COHEN & STEERS INC
$3.75B$72.91$89.0022.07%Buy15.21%6.31%36.22%23.69%
SCM
STELLUS CAPITAL INVESTMENT CORP
$200.50M$7.04$9.2531.39%Buy2-0.88%1.21%8.07%3.02%
OXSQ
OXFORD SQUARE CAPITAL CORP
$121.71M$1.13N/AN/AN/AN/A7.17%N/A17.90%8.32%
BVC
BITVENTURES LTD
$125.40M$14.78N/AN/AN/AN/AN/AN/AN/AN/A
PFG
PRINCIPAL FINANCIAL GROUP INC
$24.33B$113.65$108.09-4.89%Hold116.47%16.08%23.24%0.80%
NMFC
NEW MOUNTAIN FINANCE CORP
$664.94M$7.04$7.7510.09%Hold2-7.30%N/A9.14%3.89%
GLAD
GLADSTONE CAPITAL CORP
$432.21M$19.13N/AN/AN/AN/A4.20%-7.77%9.28%4.64%
SII
SPROTT INC
$2.74B$106.65$230.00115.66%Buy1N/AN/AN/AN/A
BNY
BANK OF NEW YORK MELLON CORP
$101.35B$149.37$140.00-6.27%Strong Buy15.33%10.62%17.03%1.45%
FDUS
FIDUS INVESTMENT CORP
$737.83M$19.44$19.500.31%Hold13.76%-1.79%9.38%4.62%
TPVG
TRIPLEPOINT VENTURE GROWTH BDC CORP
$185.23M$4.55$5.2515.38%Hold20.95%-10.99%7.77%3.39%
TSLX
SIXTH STREET SPECIALTY LENDING INC
$1.68B$17.62$19.007.83%Buy5-0.35%39.86%11.37%4.97%
OWL
BLUE OWL CAPITAL INC
$16.23B$10.41$12.3018.16%Buy105.81%110.00%93.31%15.10%
CGBD
CARLYLE SECURED LENDING INC
$743.78M$10.81$11.001.76%Hold1-1.06%69.06%8.92%3.94%
BCSF
BAIN CAPITAL SPECIALTY FINANCE INC
$703.82M$10.85$12.5015.21%Hold3-4.06%19.98%7.53%3.11%
NCDL
NUVEEN CHURCHILL DIRECT LENDING CORP
$548.20M$11.10$13.3119.94%Hold4-4.01%18.22%8.76%3.74%
AB
ALLIANCEBERNSTEIN HOLDING LP
$3.28B$35.27$37.004.91%Hold3136.26%8.07%35.57%35.54%
ALP
ALPHA COMPUTE CORP
$1.55M$3.30$12.50278.79%Hold1625.14%N/A-0.07%-0.02%
PNNT
PENNANTPARK INVESTMENT CORP
$196.54M$3.01$5.0066.11%Buy2-2.63%86.99%6.54%2.21%
SAMG
SILVERCREST ASSET MANAGEMENT GROUP INC
$122.62M$10.35N/AN/AN/AN/A5.91%126.20%47.51%15.63%
GBDC
GOLUB CAPITAL BDC INC
$3.32B$12.78$13.757.59%Buy2-2.85%37.03%8.69%3.86%
CSWC
CAPITAL SOUTHWEST CORP
$1.49B$23.41$25.006.79%Strong Buy45.72%8.32%14.13%6.46%
CCAP
CRESCENT CAPITAL BDC INC
$342.67M$9.30$12.6335.75%Hold6-4.37%N/A7.44%3.02%
BXSL
BLACKSTONE SECURED LENDING FUND
$5.48B$23.52$24.383.64%Hold9-2.67%44.09%9.60%4.14%
BN
BROOKFIELD CORP
$88.25B$39.50$59.0049.37%Strong Buy4-62.59%161.59%19.18%1.73%
ALTI
ALTI GLOBAL INC
$399.22M$2.56N/AN/AN/AN/A10.17%N/A11.70%6.47%
APO
APOLLO GLOBAL MANAGEMENT INC
$70.01B$118.56$147.9024.75%Strong Buy10-5.28%64.71%37.39%1.59%
SAR
SARATOGA INVESTMENT CORP
$216.90M$13.94$20.5047.06%Hold22.14%N/A9.04%2.54%
FWDI
FORWARD INDUSTRIES INC
$512.50M$6.94$13.5094.52%Strong Buy220.80%N/A4.92%3.88%
GAIN
GLADSTONE INVESTMENT CORPORATION
$608.08M$15.27$17.0011.33%Buy16.69%-48.66%6.83%3.39%
SLRC
SLR INVESTMENT CORP
$643.20M$11.79$11.50-2.46%Strong Sell2-2.65%-0.47%7.31%2.80%
ARCC
ARES CAPITAL CORP
$13.81B$19.12$20.085.04%Buy60.92%26.56%9.92%4.52%
BAM
BROOKFIELD ASSET MANAGEMENT LTD
$77.63B$48.60$56.3315.91%Buy612.21%12.81%62.18%23.26%
CG
CARLYLE GROUP INC
$14.46B$40.57$52.4629.30%Buy1118.05%83.54%42.65%7.93%
HSDT
SOLANA CO
$136.64M$2.26$4.0076.99%Strong Buy116.06%N/A5.21%4.90%
MAIN
MAIN STREET CAPITAL CORP
$5.23B$55.90$58.003.76%Buy43.82%-11.92%10.99%5.86%
ASST
STRIVE INC
$2.13B$24.91$35.4042.11%Strong Buy5N/AN/A-7.15%-3.35%
PS
PERSHING SQUARE INC
$19.66B$49.15$42.13-14.29%Hold10N/AN/AN/A24.47%
STEP
STEPSTONE GROUP INC
$5.37B$44.47$63.2542.23%Strong Buy83.44%N/A-88.80%6.16%
FGC
FG COMMUNITIES HOLDINGS INC
$25.99M$5.10N/AN/AN/AN/A-58.64%N/A-58.99%-54.56%
ARES
ARES MANAGEMENT CORP
$28.55B$127.47$148.4016.42%Strong Buy107.83%57.88%52.23%6.99%
NSLR
NEOSTELLAR CAPITAL CORP
$158.31M$5.98$15.00150.84%Strong Buy3-22.16%-7.93%-4.70%-3.98%
BUR
BURFORD CAPITAL LTD
$766.35M$3.49$4.3323.93%Hold2N/AN/AN/AN/A
DFDV
DEFI DEVELOPMENT CORP
$119.34M$3.85$10.40170.13%Strong Buy1-20.10%N/AN/A-15.01%
AVAT
AVALANCHE TREASURY CORP
$46.78M$1.07N/AN/AN/AN/AN/AN/AN/AN/A
TGE
GENERATION ESSENTIALS GROUP
$25.05M$0.52N/AN/AN/AN/AN/AN/AN/AN/A
MLCI
MOUNT LOGAN CAPITAL INC
$37.03M$3.31N/AN/AN/AN/A28.22%N/A0.94%0.04%
GROW
U S GLOBAL INVESTORS INC
$32.96M$2.68N/AN/AN/AN/AN/AN/AN/AN/A
EQS
EQUUS TOTAL RETURN INC
$8.94M$0.64N/AN/AN/AN/AN/AN/AN/AN/A
RMCO
ROYALTY MANAGEMENT HOLDING CORP
$35.66M$2.35N/AN/AN/AN/A54.19%N/A45.55%37.72%
GEG
GREAT ELM GROUP INC
$67.16M$2.16N/AN/AN/AN/AN/AN/A65.96%23.68%
TWAV
TAOWEAVE INC
$5.62M$1.45N/AN/AN/AN/AN/AN/AN/AN/A
RAND
RAND CAPITAL CORP
$28.47M$9.59N/AN/AN/AN/AN/AN/AN/AN/A
PFX
PHENIXFIN CORP
$84.40M$43.70N/AN/AN/AN/A-6.90%5.44%3.11%1.58%
HNNA
HENNESSY ADVISORS INC
$80.55M$10.19N/AN/AN/AN/AN/AN/AN/AN/A
CWD
CALIBERCOS INC
$4.59M$0.44N/AN/AN/AN/A20.74%N/A-305.70%2.48%
ZSTK
ZEROSTACK CORP
$51.25M$2.93N/AN/AN/AN/AN/AN/A-519.00%-284.73%

Asset Management Stocks FAQ

What are the best asset management stocks to buy right now in Oct 2026?

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. Acadian Asset Management (NYSE:AAMI)


Acadian Asset Management (NYSE:AAMI) is the #1 top asset management stock out of 109 with a Zen Rating of B. Stocks with a rating of B have had an average return of +17.17% per year. Learn more.

The Component Grade breakdown for Acadian Asset Management (NYSE:AAMI) is: Value: C, Growth: B, Momentum: B, Sentiment: C, Safety: C, Financials: A, and AI: C.

Acadian Asset Management (NYSE:AAMI) has a Due Diligence Score of 39, which is 8 points higher than the asset management industry average of 31.

AAMI passed 16 out of 38 due diligence checks and has average fundamentals. Acadian Asset Management has seen its stock return 85.38% over the past year, overperforming other asset management stocks by 87 percentage points.

Acadian Asset Management has an average 1 year price target of $94.67, an upside of 3.67% from Acadian Asset Management's current stock price of $91.32.

Acadian Asset Management stock has a consensus Hold recommendation according to Wall Street analysts. Of the 3 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.

2. Affiliated Managers Group (NYSE:AMG)


Affiliated Managers Group (NYSE:AMG) is the #2 top asset management stock out of 109 with a Zen Rating of B. Stocks with a rating of B have had an average return of +17.17% per year. Learn more.

The Component Grade breakdown for Affiliated Managers Group (NYSE:AMG) is: Value: C, Growth: C, Momentum: C, Sentiment: C, Safety: C, Financials: B, and AI: C.

Affiliated Managers Group (NYSE:AMG) has a Due Diligence Score of 42, which is 11 points higher than the asset management industry average of 31.

AMG passed 17 out of 38 due diligence checks and has strong fundamentals. Affiliated Managers Group has seen its stock return 67.73% over the past year, overperforming other asset management stocks by 69 percentage points.

Affiliated Managers Group has an average 1 year price target of $523.00, an upside of 31.07% from Affiliated Managers Group's current stock price of $399.02.

Affiliated Managers Group stock has a consensus Strong Buy recommendation according to Wall Street analysts. Of the 1 analyst covering Affiliated Managers Group, 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.

3. Westwood Holdings Group (NYSE:WHG)


Westwood Holdings Group (NYSE:WHG) is the #3 top asset management stock out of 109 with a Zen Rating of B. Stocks with a rating of B have had an average return of +17.17% per year. Learn more.

The Component Grade breakdown for Westwood Holdings Group (NYSE:WHG) is: Value: C, Growth: C, Momentum: C, Sentiment: C, Safety: B, Financials: C, and AI: C.

Westwood Holdings Group (NYSE:WHG) has a Due Diligence Score of 34, which is 3 points higher than the asset management industry average of 31.

WHG passed 12 out of 38 due diligence checks and has average fundamentals. Westwood Holdings Group has seen its stock return 16.48% over the past year, overperforming other asset management stocks by 18 percentage points.

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. Oxford Square Capital (NASDAQ:OXSQ)


Oxford Square Capital (NASDAQ:OXSQ) has an annual dividend yield of 37.17%, which is 28 percentage points higher than the asset management industry average of 9.24%. 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 -93.3% indicates that its high dividend yield might not be sustainable for the long-term.

2. Pennantpark Investment (NYSE:PNNT)


Pennantpark Investment (NYSE:PNNT) has an annual dividend yield of 30.56%, which is 21 percentage points higher than the asset management industry average of 9.24%. Pennantpark Investment's dividend payout is not stable, having dropped more than 10% four times in the last 10 years. Pennantpark Investment's dividend has not shown consistent growth over the last 10 years.

Pennantpark Investment's dividend payout ratio of 613.3% 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 29.63%, which is 20 percentage points higher than the asset management industry average of 9.24%. 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 850% 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 1.69% in the last day, and up 1.92% over the last week. Blue Owl Capital was the among the top gainers in the asset management industry, gaining 7.65% yesterday.

Blue Owl Capital shares are trading higher after the company reported better-than-expected Q3 financial results.

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 37 points higher than the asset management industry average of 34. It passed 5 out of 7 valuation due diligence checks.

Virtus Investment Partners's stock has dropped -24.26% in the past year. It has underperformed other stocks in the asset management industry by -23 percentage points.

2. Triplepoint Venture Growth Bdc (NYSE:TPVG)


Triplepoint Venture Growth Bdc (NYSE:TPVG) 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.

Triplepoint Venture Growth Bdc has a valuation score of 43, which is 9 points higher than the asset management industry average of 34. It passed 3 out of 7 valuation due diligence checks.

Triplepoint Venture Growth Bdc's stock has dropped -18.02% in the past year. It has underperformed other stocks in the asset management industry by -17 percentage points.

3. Noah Holdings (NYSE:NOAH)


Noah Holdings (NYSE:NOAH) 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.

Noah Holdings has a valuation score of 71, which is 37 points higher than the asset management industry average of 34. It passed 5 out of 7 valuation due diligence checks.

Noah Holdings's stock has dropped -39.3% in the past year. It has underperformed other stocks in the asset management industry by -38 percentage points.

Are asset management stocks a good buy now?

36.36% of asset management stocks rated by analysts are a hold right now. On average, analysts expect asset management stocks to rise by 17.57% over the next year.

0% of asset management stocks have a Zen Rating of A (Strong Buy), 4.55% of asset management stocks are rated B (Buy), 79.55% are rated C (Hold), 14.77% are rated D (Sell), and 1.14% 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 27.68x.
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.