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 +32.52% 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 110th 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
AMG
AFFILIATED MANAGERS GROUP INC
$7.99B$299.41$377.0025.91%Strong Buy39.46%17.90%36.15%12.71%
WT
WISDOMTREE INC
$2.33B$16.46$17.335.30%Hold320.96%26.83%45.13%12.34%
GCMG
GCM GROSVENOR INC
$2.15B$10.62$15.0041.24%Strong Buy26.67%4.57%812.55%26.95%
FHI
FEDERATED HERMES INC
$4.33B$56.95$55.00-3.42%Sell35.57%7.50%40.90%21.96%
SII
SPROTT INC
$3.75B$145.44$132.00-9.24%Hold1N/AN/AN/AN/A
CSWC
CAPITAL SOUTHWEST CORP
$1.43B$23.82N/AN/AN/AN/A-1.04%9.30%13.50%6.35%
HTGC
HERCULES CAPITAL INC
$2.87B$15.64$17.209.97%Buy57.29%2.48%16.32%7.89%
AAMI
ACADIAN ASSET MANAGEMENT INC
$2.37B$66.41$56.00-15.68%Hold324.55%63.53%321.86%39.94%
VCTR
VICTORY CAPITAL HOLDINGS INC
$4.61B$72.05$73.001.32%Hold412.73%36.81%22.71%12.97%
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC
$2.98B$36.96$40.339.13%Hold35.15%3.44%80.54%22.41%
BEN
FRANKLIN RESOURCES INC
$13.83B$26.55$25.80-2.82%Sell5-3.67%43.08%13.54%5.05%
BCIC
BCP INVESTMENT CORP
$99.34M$8.02$9.0012.22%Hold10.00%64.99%9.44%3.77%
VINP
VINCI COMPASS INVESTMENTS LTD
$786.00M$11.09$15.0035.26%Strong Buy1163.17%212.77%138.26%67.84%
RPC
RIDGEPOST CAPITAL INC
$855.24M$7.81$13.2569.65%Strong Buy214.72%162.64%44.70%16.92%
NOAH
NOAH HOLDINGS LTD
$674.07M$10.11$11.008.80%Hold24.82%14.42%252.43%30.21%
WHF
WHITEHORSE FINANCE INC
$168.76M$7.59N/AN/AN/AN/A-8.25%79.56%8.85%3.74%
IVZ
INVESCO LTD
$10.65B$24.01$29.7023.70%Buy105.57%N/A15.46%6.98%
OFS
OFS CAPITAL CORP
$56.94M$4.25N/AN/AN/AN/AN/AN/A9.89%3.51%
CION
CION INVESTMENT CORP
$380.24M$7.53$7.00-7.04%Strong Sell1-13.15%N/A7.13%2.72%
OWL
BLUE OWL CAPITAL INC
$15.00B$9.65$14.4649.82%Buy129.59%117.89%99.84%17.66%
NTRS
NORTHERN TRUST CORP
$29.13B$156.77$154.55-1.42%Hold115.68%12.87%20.20%1.48%
TPG
TPG INC
$16.63B$43.28$61.5542.20%Buy11-8.65%70.26%162.39%14.26%
CG
CARLYLE GROUP INC
$18.52B$51.28$66.0028.71%Buy118.34%40.38%41.33%8.18%
CCAP
CRESCENT CAPITAL BDC INC
$493.29M$13.36$15.1313.21%Buy4-4.51%32.40%8.59%3.74%
PSEC
PROSPECT CAPITAL CORP
$1.36B$2.81N/AN/AN/AN/A-1.67%N/A6.65%3.01%
CNS
COHEN & STEERS INC
$3.32B$64.64$75.0016.03%Buy10.06%7.16%38.79%24.87%
PAX
PATRIA INVESTMENTS LTD
$2.09B$13.10$18.0037.40%Buy211.53%58.04%N/AN/A
FDUS
FIDUS INVESTMENT CORP
$704.05M$18.55$19.505.12%Buy19.39%-12.23%10.12%5.26%
BN
BROOKFIELD CORP
$113.81B$45.95$53.1715.71%Strong Buy3-61.59%172.96%25.04%2.31%
HLNE
HAMILTON LANE INC
$5.81B$104.17$156.4350.17%Strong Buy719.93%19.24%51.16%20.68%
ALTI
ALTI GLOBAL INC
$555.98M$3.69N/AN/AN/AN/A18.06%N/A11.27%5.75%
OXSQ
OXFORD SQUARE CAPITAL CORP
$163.65M$1.87N/AN/AN/AN/AN/AN/A15.35%7.27%
TROW
PRICE T ROWE GROUP INC
$20.88B$95.75$98.893.28%Sell92.63%3.23%22.99%17.41%
SEIC
SEI INVESTMENTS CO
$9.65B$78.93$99.7526.38%Strong Buy410.01%8.21%41.87%31.44%
AMP
AMERIPRISE FINANCIAL INC
$41.85B$458.98$535.8616.75%Buy73.93%10.93%84.30%2.89%
NCDL
NUVEEN CHURCHILL DIRECT LENDING CORP
$703.27M$14.24$14.673.00%Buy3-9.37%-6.83%8.84%3.76%
STT
STATE STREET CORP
$39.55B$141.90$148.504.65%Buy85.17%16.57%14.97%1.14%
STEP
STEPSTONE GROUP INC
$6.48B$54.35$71.7131.95%Strong Buy7-2.75%N/A-105.73%7.64%
AB
ALLIANCEBERNSTEIN HOLDING LP
$3.57B$38.71$42.6710.22%Hold3137.83%13.29%34.23%34.19%
HRZN
HORIZON TECHNOLOGY FINANCE CORP
$211.77M$4.43$6.0035.44%Hold34.87%N/A10.56%4.15%
PSBD
PALMER SQUARE CAPITAL BDC INC
$337.57M$10.82$11.909.98%Hold5-13.82%N/A10.42%3.97%
VRTS
VIRTUS INVESTMENT PARTNERS INC
$942.66M$140.79$167.5018.97%Sell4-4.33%13.74%19.46%4.24%
BK
BANK OF NEW YORK MELLON CORP
$92.62B$134.84$136.060.90%Buy95.71%12.87%18.12%1.70%
PNNT
PENNANTPARK INVESTMENT CORP
$301.01M$4.61$5.6322.02%Hold4-4.13%50.71%8.31%2.94%
BCSF
BAIN CAPITAL SPECIALTY FINANCE INC
$858.86M$13.24$14.005.74%Buy2-4.91%-2.08%7.40%3.11%
SAR
SARATOGA INVESTMENT CORP
$371.91M$22.98N/AN/AN/AN/A1.87%-1.16%9.37%3.23%
CGBD
CARLYLE SECURED LENDING INC
$817.73M$11.57$12.003.72%Buy41.96%14.16%5.74%2.40%
SAMG
SILVERCREST ASSET MANAGEMENT GROUP INC
$160.40M$13.60N/AN/AN/AN/A5.59%49.07%32.30%9.75%
MAIN
MAIN STREET CAPITAL CORP
$4.82B$53.46$65.3322.21%Buy36.27%-24.79%12.54%6.61%
NMFC
NEW MOUNTAIN FINANCE CORP
$838.71M$8.32$8.17-1.84%Hold3-9.99%161.17%9.05%3.68%
KKR
KKR & CO INC
$90.96B$102.02$128.7826.23%Strong Buy9-7.69%53.27%30.38%2.29%
TRIN
TRINITY CAPITAL INC
$1.31B$15.73$17.5011.25%Buy112.32%2.54%14.50%6.39%
PFLT
PENNANTPARK FLOATING RATE CAPITAL LTD
$858.23M$8.65$10.0015.61%Buy1-1.40%87.79%11.87%4.55%
BLK
BLACKROCK INC
$159.42B$1,024.95$1.27k23.79%Strong Buy1113.18%25.55%21.77%7.16%
TSLX
SIXTH STREET SPECIALTY LENDING INC
$1.82B$19.22$21.5011.86%Buy7-3.67%4.02%10.63%5.00%
TPVG
TRIPLEPOINT VENTURE GROWTH BDC CORP
$218.65M$5.40$5.674.94%Sell30.68%-19.95%7.47%3.15%
BX
BLACKSTONE INC
$95.10B$128.13$152.2718.84%Buy1114.82%32.60%89.17%16.20%
GSBD
GOLDMAN SACHS BDC INC
$1.08B$9.55$9.00-5.76%Sell2-6.68%7.40%8.71%3.67%
GECC
GREAT ELM CAPITAL CORP
$74.47M$5.32$10.0087.97%Hold10.92%N/A10.62%3.52%
GLAD
GLADSTONE CAPITAL CORP
$426.56M$18.88$22.3318.29%Strong Buy311.95%25.13%9.36%4.84%
PFG
PRINCIPAL FINANCIAL GROUP INC
$20.38B$93.98$92.44-1.63%Hold96.35%28.53%23.59%0.82%
BAM
BROOKFIELD ASSET MANAGEMENT LTD
$79.48B$48.52$56.8017.07%Hold518.57%18.91%58.33%27.78%
GAIN
GLADSTONE INVESTMENT CORPORATION
$617.24M$15.50$15.00-3.23%Buy18.09%-70.82%6.07%2.92%
GBDC
GOLUB CAPITAL BDC INC
$3.50B$13.29$13.501.58%Strong Buy2-4.05%3.03%9.07%3.98%
APO
APOLLO GLOBAL MANAGEMENT INC
$69.86B$120.81$149.3323.61%Strong Buy9-2.31%31.73%36.13%1.83%
SLRC
SLR INVESTMENT CORP
$872.33M$15.99$14.38-10.10%Sell4-0.63%-4.26%7.93%3.07%
MFIC
MIDCAP FINANCIAL INVESTMENT CORP
$1.08B$11.71$11.25-3.93%Hold7-7.12%39.87%9.21%3.62%
SCM
STELLUS CAPITAL INVESTMENT CORP
$284.26M$9.82$9.00-8.35%Hold10.33%12.35%8.40%2.99%
ARCC
ARES CAPITAL CORP
$13.48B$18.78$20.207.56%Buy51.79%2.34%9.49%4.35%
BXSL
BLACKSTONE SECURED LENDING FUND
$5.70B$24.54$26.979.91%Buy9-1.29%6.18%9.81%4.18%
SSSS
SURO CAPITAL CORP
$332.58M$13.10$15.6719.60%Strong Buy3-57.66%N/A-8.70%-6.47%
FSK
FS KKR CAPITAL CORP
$3.07B$10.97$11.081.03%Hold6-10.69%541.48%7.11%3.03%
BUR
BURFORD CAPITAL LTD
$1.02B$4.67$11.38143.58%Buy2N/AN/AN/AN/A
TCPC
BLACKROCK TCP CAPITAL CORP
$357.56M$4.24$3.50-17.45%Strong Sell2-16.69%N/A6.62%2.40%
ARES
ARES MANAGEMENT CORP
$25.67B$116.22$162.0039.39%Buy128.57%72.12%52.00%7.77%
INV
INNVENTURE INC
$376.33M$4.70N/AN/AN/AN/A1,266.34%N/A-31.68%-10.80%
MLCI
MOUNT LOGAN CAPITAL INC
$46.13M$4.12N/AN/AN/AN/AN/AN/AN/AN/A
BENF
BENEFICIENT
$45.77M$3.22N/AN/AN/AN/AN/AN/AN/A-14.63%
DHIL
DIAMOND HILL INVESTMENT GROUP INC
$467.19M$172.69N/AN/AN/AN/AN/AN/AN/AN/A
EQS
EQUUS TOTAL RETURN INC
$19.83M$1.42N/AN/AN/AN/AN/AN/AN/AN/A
TGE
GENERATION ESSENTIALS GROUP
$59.49M$1.12N/AN/AN/AN/AN/AN/AN/AN/A
WHG
WESTWOOD HOLDINGS GROUP INC
$154.60M$16.30N/AN/AN/AN/AN/AN/AN/AN/A
GROW
U S GLOBAL INVESTORS INC
$35.52M$2.83N/AN/AN/AN/AN/AN/AN/AN/A
CWD
CALIBERCOS INC
$8.46M$1.20N/AN/AN/AN/A-2.36%N/A224.45%2.21%
BVC
BITVENTURES LTD
$84.43M$10.57N/AN/AN/AN/AN/AN/AN/AN/A
MGLD
MARYGOLD COMPANIES INC
$49.66M$1.16N/AN/AN/AN/AN/AN/AN/AN/A
AMTD
AMTD IDEA GROUP
$82.39M$1.01N/AN/AN/AN/AN/AN/AN/AN/A
GEG
GREAT ELM GROUP INC
$68.11M$2.08N/AN/AN/AN/AN/AN/A49.64%20.43%
MAAS
MAASE INC
$119.06M$7.48N/AN/AN/AN/AN/AN/AN/AN/A
PFX
PHENIXFIN CORP
$82.93M$41.50N/AN/AN/AN/A-7.63%N/A2.75%1.39%
CRBG
COREBRIDGE FINANCIAL INC
$12.92B$26.83$34.2727.74%Buy118.64%N/A26.98%0.86%
RMCO
ROYALTY MANAGEMENT HOLDING CORP
$41.81M$2.76N/AN/AN/AN/A124.62%N/A138.88%114.14%
ICMB
INVESTCORP CREDIT MANAGEMENT BDC INC
$29.59M$2.05N/AN/AN/AN/A29.17%N/A3.36%1.09%
JHG
JANUS HENDERSON GROUP PLC
$7.94B$51.56$49.00-4.97%Hold3-1.47%-4.07%18.00%11.10%
AURE
AURELION INC
$19.69M$2.50N/AN/AN/AN/AN/AN/AN/AN/A
WTF
WATON FINANCIAL LTD
$186.68M$3.87N/AN/AN/AN/AN/AN/AN/AN/A
HNNA
HENNESSY ADVISORS INC
$77.50M$9.82N/AN/AN/AN/AN/AN/AN/AN/A
BCG
BINAH CAPITAL GROUP INC
$33.43M$2.00N/AN/AN/AN/AN/AN/AN/AN/A
RAND
RAND CAPITAL CORP
$32.58M$10.97N/AN/AN/AN/AN/AN/AN/AN/A

Asset Management Stocks FAQ

What are the best asset management stocks to buy right now in Apr 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. Affiliated Managers Group (NYSE:AMG)


Affiliated Managers Group (NYSE:AMG) is the #1 top asset management stock out of 99 with a Zen Rating of B. Stocks with a rating of B have had an average return of +19.88% per year. Learn more.

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

Affiliated Managers Group (NYSE:AMG) has a Due Diligence Score of 50, which is 19 points higher than the asset management industry average of 31.

AMG passed 20 out of 38 due diligence checks and has strong fundamentals. Affiliated Managers Group has seen its stock return 92.42% over the past year, overperforming other asset management stocks by 77 percentage points.

Affiliated Managers Group has an average 1 year price target of $377.00, an upside of 25.91% from Affiliated Managers Group's current stock price of $299.41.

Affiliated Managers Group stock has a consensus Strong Buy recommendation according to Wall Street analysts. Of the 3 analysts covering Affiliated Managers Group, 66.67% have issued a Strong Buy rating, 33.33% have issued a Buy, 0% have issued a hold, while 0% have issued a Sell rating, and 0% have issued a Strong Sell.

2. Wisdomtree (NYSE:WT)


Wisdomtree (NYSE:WT) is the #2 top asset management stock out of 99 with a Zen Rating of B. Stocks with a rating of B have had an average return of +19.88% per year. Learn more.

The Component Grade breakdown for Wisdomtree (NYSE:WT) is: Value: C, Growth: B, Momentum: C, Sentiment: C, Safety: C, Financials: C, and AI: C.

Wisdomtree (NYSE:WT) has a Due Diligence Score of 49, which is 18 points higher than the asset management industry average of 31.

WT passed 20 out of 38 due diligence checks and has strong fundamentals. Wisdomtree has seen its stock return 101.22% over the past year, overperforming other asset management stocks by 86 percentage points.

Wisdomtree has an average 1 year price target of $17.33, an upside of 5.3% from Wisdomtree's current stock price of $16.46.

Wisdomtree stock has a consensus Hold recommendation according to Wall Street analysts. Of the 3 analysts covering Wisdomtree, 0% have issued a Strong Buy rating, 33.33% have issued a Buy, 66.67% have issued a hold, while 0% have issued a Sell rating, and 0% have issued a Strong Sell.

3. Gcm Grosvenor (NASDAQ:GCMG)


Gcm Grosvenor (NASDAQ:GCMG) is the #3 top asset management stock out of 99 with a Zen Rating of B. Stocks with a rating of B have had an average return of +19.88% per year. Learn more.

The Component Grade breakdown for Gcm Grosvenor (NASDAQ:GCMG) is: Value: C, Growth: C, Momentum: C, Sentiment: B, Safety: C, Financials: C, and AI: C.

Gcm Grosvenor (NASDAQ:GCMG) has a Due Diligence Score of 59, which is 28 points higher than the asset management industry average of 31.

GCMG passed 21 out of 38 due diligence checks and has strong fundamentals. Gcm Grosvenor has seen its stock lose -14.15% over the past year, underperforming other asset management stocks by -30 percentage points.

Gcm Grosvenor has an average 1 year price target of $15.00, an upside of 41.24% from Gcm Grosvenor's current stock price of $10.62.

Gcm Grosvenor stock has a consensus Strong Buy recommendation according to Wall Street analysts. Of the 2 analysts covering Gcm Grosvenor, 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.

What are the asset management stocks with highest dividends?

Out of 79 asset management stocks that have issued dividends in the past year, the 3 asset management stocks with the highest dividend yields are:

1. Horizon Technology Finance (NASDAQ:HRZN)


Horizon Technology Finance (NASDAQ:HRZN) has an annual dividend yield of 27.54%, which is 18 percentage points higher than the asset management industry average of 9.06%. Horizon Technology Finance's dividend payout is not stable, having dropped more than 10% seven times in the last 10 years. Horizon Technology Finance's dividend has not shown consistent growth over the last 10 years.

Horizon Technology Finance's dividend payout ratio of -2,200% indicates that its high dividend yield might not be sustainable for the long-term.

2. Great Elm Capital (NASDAQ:GECC)


Great Elm Capital (NASDAQ:GECC) has an annual dividend yield of 26.5%, which is 17 percentage points higher than the asset management industry average of 9.06%. Great Elm Capital's dividend payout is not stable, having dropped more than 10% seven times in the last 10 years. Great Elm Capital's dividend has shown consistent growth over the last 10 years.

Great Elm Capital's dividend payout ratio of -57.6% indicates that its high dividend yield might not be sustainable for the long-term.

3. Investcorp Credit Management Bdc (NASDAQ:ICMB)


Investcorp Credit Management Bdc (NASDAQ:ICMB) has an annual dividend yield of 25.37%, which is 16 percentage points higher than the asset management industry average of 9.06%. 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 -85.2% 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 -1.18% in the last day, and up 4.05% over the last week. Main Street Capital was the among the top losers in the asset management industry, dropping -7.56% yesterday.

Main Street Capital shares are trading lower. The company announced its preliminary operating results for the first quarter of 2026.

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 35 points higher than the asset management industry average of 36. It passed 5 out of 7 valuation due diligence checks.

Virtus Investment Partners's stock has dropped -4.9% in the past year. It has underperformed other stocks in the asset management industry by -21 percentage points.

2. Noah Holdings (NYSE:NOAH)


Noah Holdings (NYSE:NOAH) is the second 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 57, which is 21 points higher than the asset management industry average of 36. It passed 4 out of 7 valuation due diligence checks.

Noah Holdings's stock has gained 18.8% in the past year. It has overperformed other stocks in the asset management industry by 3 percentage points.

3. Triplepoint Venture Growth Bdc (NYSE:TPVG)


Triplepoint Venture Growth Bdc (NYSE:TPVG) 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.

Triplepoint Venture Growth Bdc has a valuation score of 43, which is 7 points higher than the asset management industry average of 36. It passed 3 out of 7 valuation due diligence checks.

Triplepoint Venture Growth Bdc's stock has dropped -9.7% in the past year. It has underperformed other stocks in the asset management industry by -25 percentage points.

Are asset management stocks a good buy now?

37.68% of asset management stocks rated by analysts are a buy right now. On average, analysts expect asset management stocks to rise by 16.93% over the next year.

0% of asset management stocks have a Zen Rating of A (Strong Buy), 6.49% of asset management stocks are rated B (Buy), 77.92% are rated C (Hold), 12.99% are rated D (Sell), and 2.6% 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 32.7x.
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.