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Best Asset Management Stocks to Buy Now (2023)
Top asset management stocks in 2023 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
$1.96B$26.48$32.0020.85%Strong Buy210.40%24.32%N/AN/A
HYW
HYWIN HOLDINGS LTD
$143.25M$6.00N/AN/AN/AN/AN/AN/AN/AN/A
GROW
U S GLOBAL INVESTORS INC
$46.65M$3.13N/AN/AN/AN/AN/AN/AN/AN/A
VINP
VINCI PARTNERS INVESTMENTS LTD
$541.06M$9.51$16.0068.24%Strong Buy153.26%59.03%22.00%17.28%
SAMG
SILVERCREST ASSET MANAGEMENT GROUP INC
$267.61M$18.72$21.0012.18%Strong Buy1N/AN/A29.39%12.48%
HNNA
HENNESSY ADVISORS INC
$75.36M$9.95N/AN/AN/AN/AN/AN/AN/AN/A
HLNE
HAMILTON LANE INC
$4.15B$77.19$69.67-9.75%Hold32.91%-1.12%60.73%17.10%
VCTR
VICTORY CAPITAL HOLDINGS INC
$2.01B$29.40$30.383.32%Hold91.69%5.42%31.91%13.15%
STT
STATE STREET CORP
$33.29B$90.73$87.36-3.71%Hold1111.90%22.47%20.06%1.69%
VRTS
VIRTUS INVESTMENT PARTNERS INC
$1.55B$214.36$209.00-2.50%Hold2-20.69%64.41%24.57%5.54%
JHG
JANUS HENDERSON GROUP PLC
$4.27B$25.79$20.08-22.13%Strong Sell6-11.12%-13.82%10.54%7.30%
AMP
AMERIPRISE FINANCIAL INC
$36.66B$344.45$330.67-4.00%Buy95.31%15.00%N/AN/A
SEIC
SEI INVESTMENTS CO
$8.37B$62.08$60.17-3.08%Hold60.84%3.60%N/AN/A
GCMG
GCM GROSVENOR INC
$1.66B$8.91$10.3315.97%Buy3N/AN/A-670.59%23.09%
BK
BANK OF NEW YORK MELLON CORP
$40.46B$50.06$52.043.96%Buy125.26%44.38%10.11%0.94%
AMG
AFFILIATED MANAGERS GROUP INC
$6.32B$167.81$163.30-2.69%Strong Buy5-3.88%40.27%31.13%10.21%
NTRS
NORTHERN TRUST CORP
$20.26B$97.20$102.565.51%Buy96.89%10.87%16.89%1.17%
FHI
FEDERATED HERMES INC
$3.44B$38.68$35.38-8.54%Hold412.89%21.09%35.91%17.69%
JXN
JACKSON FINANCIAL INC
$3.62B$43.62$38.33-12.12%Buy3-26.80%-35.98%N/AN/A
BN
BROOKFIELD CORP
$61.86B$37.71$50.5834.14%Buy5-94.89%71.36%14.73%1.57%
WT
WISDOMTREE INC
$819.04M$5.59$5.31-4.96%Sell45.42%-37.04%18.07%5.91%
TROW
PRICE T ROWE GROUP INC
$25.99B$116.29$99.64-14.32%Sell11-6.62%0.00%24.76%18.39%
BEN
FRANKLIN RESOURCES INC
$15.35B$30.72$24.00-21.88%Sell13-12.01%22.92%14.32%5.86%
CNS
COHEN & STEERS INC
$3.46B$71.08$77.008.33%Strong Buy1N/AN/AN/AN/A
ARCC
ARES CAPITAL CORP
$9.98B$19.64$20.886.29%Strong Buy511.17%23.86%12.44%5.33%
MGLD
MARYGOLD COMPANIES INC
$72.07M$1.83N/AN/AN/AN/AN/AN/AN/AN/A
AB
ALLIANCEBERNSTEIN HOLDING LP
$3.80B$37.86$36.00-4.91%Hold4847.68%-17.40%19.25%15.19%
SAR
SARATOGA INVESTMENT CORP
$321.64M$27.05$28.254.44%Strong Buy2-6.15%94.83%8.36%2.70%
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC
$2.87B$36.10$32.25-10.66%Hold4-6.66%-7.58%120.96%21.52%
IVZ
INVESCO LTD
$8.32B$18.30$18.350.27%Hold10-23.92%13.43%8.18%4.16%
SSSS
SURO CAPITAL CORP
$117.87M$4.16$11.25170.43%Strong Buy2N/AN/AN/AN/A
BX
BLACKSTONE INC
$67.27B$95.86$106.9211.53%Buy1214.21%39.79%69.48%13.09%
MFIC
MIDCAP FINANCIAL INVESTMENT CORP
$810.94M$12.39$12.17-1.80%Buy34.25%104.11%10.03%3.95%
FDUS
FIDUS INVESTMENT CORP
$498.03M$20.38$20.13-1.25%Strong Buy4N/AN/A9.84%5.13%
BLK
BLACKROCK INC
$114.03B$759.18$704.46-7.21%Buy114.54%3.16%18.35%5.91%
PX
P10 INC
$1.33B$11.32$15.0032.51%Strong Buy321.26%313.04%29.89%18.78%
BRDG
BRIDGE INVESTMENT GROUP HOLDINGS INC
$1.67B$14.55$17.2518.56%Buy4-51.82%-22.97%173.47%12.46%
CG
CARLYLE GROUP INC
$12.88B$35.43$42.1919.07%Buy16-19.43%-12.96%28.23%8.19%
DHIL
DIAMOND HILL INVESTMENT GROUP INC
$566.56M$187.86N/AN/AN/AN/AN/AN/AN/AN/A
SWKH
SWK HOLDINGS CORP
$243.46M$18.99$24.5029.02%Strong Buy2N/AN/AN/AN/A
ATCO
ATLAS CORP
$4.17B$14.83$13.99-5.68%Hold514.73%-8.11%14.18%5.04%
BXSL
BLACKSTONE SECURED LENDING FUND
$3.81B$23.82$26.179.85%Strong Buy4N/AN/A10.74%4.51%
ARES
ARES MANAGEMENT CORP
$24.39B$82.90$86.384.19%Strong Buy9-3.37%334.78%93.80%6.69%
STEP
STEPSTONE GROUP INC
$3.17B$29.10$34.7519.42%Buy416.82%40.05%28.30%6.02%
CGBD
CARLYLE SECURED LENDING INC
$773.54M$15.06$14.17-5.93%Buy3N/AN/A9.55%4.35%
CSWC
CAPITAL SOUTHWEST CORP
$564.42M$19.12$21.6713.32%Strong Buy39.72%12.64%13.59%5.81%
GLAD
GLADSTONE CAPITAL CORP
$353.43M$10.06N/AN/AHold2N/AN/A10.13%4.84%
NOAH
NOAH HOLDINGS LTD
$1.17B$19.44$26.8338.03%Strong Buy333.86%N/A10.05%8.26%
LGHL
LION GROUP HOLDING LTD
$26.37M$0.53N/AN/AN/AN/AN/AN/AN/AN/A
BUR
BURFORD CAPITAL LTD
$1.97B$9.03$15.0066.11%Strong Buy1205.37%-96.07%26.36%10.63%
GBDC
GOLUB CAPITAL BDC INC
$2.37B$13.88$14.000.86%Strong Buy1N/AN/A8.93%4.00%
NEWT
NEWTEK BUSINESS SERVICES CORP
$453.57M$18.57N/AN/AHold1N/AN/A20.51%7.98%
GAIN
GLADSTONE INVESTMENT CORPORATION
$453.99M$13.66$14.002.49%Strong Buy1-5.70%-26.19%6.99%4.13%
RAND
RAND CAPITAL CORP
$36.03M$13.96N/AN/AN/AN/AN/AN/AN/AN/A
TSLX
SIXTH STREET SPECIALTY LENDING INC
$1.58B$19.48$21.007.80%Strong Buy3N/AN/A12.93%6.00%
MAIN
MAIN STREET CAPITAL CORP
$3.06B$39.58$42.677.80%Buy4N/AN/A12.37%5.92%
GECC
GREAT ELM CAPITAL CORP
$68.15M$8.97N/AN/AHold138.48%N/A3.34%1.09%
PSEC
PROSPECT CAPITAL CORP
$3.00B$7.55$6.00-20.53%Strong Sell1N/AN/A8.93%4.62%
FCRD
FIRST EAGLE ALTERNATIVE CAPITAL BDC INC
$139.14M$4.65$3.50-24.73%Hold2N/AN/A8.94%3.62%
TCPC
BLACKROCK TCP CAPITAL CORP
$768.30M$13.30$13.25-0.38%Buy2N/AN/A10.41%4.69%
OFS
OFS CAPITAL CORP
$134.93M$10.08$12.7526.55%Buy2N/AN/A8.83%2.99%
BCSF
BAIN CAPITAL SPECIALTY FINANCE INC
$874.17M$13.54$11.00-18.76%Strong Sell1N/AN/A8.89%3.87%
BSIG
BRIGHTSPHERE INVESTMENT GROUP INC
$943.03M$22.76$21.50-5.54%Buy2-10.04%-28.05%-147.39%17.11%
HRZN
HORIZON TECHNOLOGY FINANCE CORP
$318.93M$12.08$10.88-9.98%Hold5N/AN/A11.33%5.11%
AVTA
AVANTAX INC
$1.41B$29.35$26.00-11.41%Strong Buy2N/AN/A29.25%10.60%
CCAP
CRESCENT CAPITAL BDC INC
$463.31M$15.00$18.6324.17%Strong Buy4N/AN/A9.13%4.24%
BAM
BROOKFIELD ASSET MANAGEMENT LTD
$12.53B$32.50$35.007.69%Strong Buy2N/AN/AN/AN/A
WHF
WHITEHORSE FINANCE INC
$308.90M$13.29$13.501.58%Hold3N/AN/A10.71%4.61%
BKCC
BLACKROCK CAPITAL INVESTMENT CORP
$274.32M$3.78$4.5019.05%Strong Sell1N/AN/A7.43%4.03%
OWL
BLUE OWL CAPITAL INC
$55.42B$12.61$14.3914.14%Buy7N/AN/A241.72%45.49%
SII
SPROTT INC
$990.09M$39.58$43.7610.55%Hold2N/AN/A17.97%12.99%
SFE
SAFEGUARD SCIENTIFICS INC
$51.58M$3.16N/AN/AN/AN/AN/AN/AN/AN/A
GEG
GREAT ELM GROUP INC
$67.85M$2.26N/AN/AN/AN/AN/AN/AN/AN/A
SCM
STELLUS CAPITAL INVESTMENT CORP
$284.78M$14.57$14.50-0.48%Strong Buy3N/AN/A9.52%2.97%
SLRC
SLR INVESTMENT CORP
$851.71M$15.55$16.043.16%Buy6N/AN/A9.04%3.70%
CION
CION INVESTMENT CORP
$616.35M$11.12$10.25-7.82%Strong Buy1N/AN/AN/AN/A
NMFC
NEW MOUNTAIN FINANCE CORP
$1.31B$13.02$12.00-7.83%Strong Buy3N/AN/A9.40%3.74%
TPG
TPG INC
$9.98B$32.31$37.1514.99%Buy14-51.39%N/AN/A7.55%
FSK
FS KKR CAPITAL CORP
$5.62B$19.86$19.75-0.55%Hold2N/AN/A11.18%4.79%
PTMN
PORTMAN RIDGE FINANCE CORP
$220.04M$22.90$26.0013.54%Hold1N/AN/A10.73%4.29%
PFLT
PENNANTPARK FLOATING RATE CAPITAL LTD
$487.47M$10.75$13.5025.58%Buy1N/AN/A10.67%4.59%
ICMB
INVESTCORP CREDIT MANAGEMENT BDC INC
$55.54M$3.86N/AN/AHold2N/AN/A9.28%3.41%
TPVG
TRIPLEPOINT VENTURE GROWTH BDC CORP
$419.50M$11.89$13.1010.18%Hold5N/AN/A13.39%6.10%
TRIN
TRINITY CAPITAL INC
$471.98M$13.42$11.75-12.44%Hold3N/AN/A14.94%6.57%
OXSQ
OXFORD SQUARE CAPITAL CORP
$177.34M$3.56N/AN/AHold1N/AN/A12.26%5.70%
PAX
PATRIA INVESTMENTS LTD
$2.30B$15.65$17.008.63%Hold161.76%N/AN/AN/A
AINC
ASHFORD INC
$41.87M$13.44$25.5089.73%Buy2N/AN/A-3.07%1.53%
PNNT
PENNANTPARK INVESTMENT CORP
$388.09M$5.95$9.0051.26%Buy115.69%N/A7.91%3.51%
PUYI
PUYI INC
$386.21M$6.40N/AN/AN/AN/AN/AN/AN/AN/A
SVVC
FIRSTHAND TECHNOLOGY VALUE FUND INC
$7.38M$1.07N/AN/AN/AN/AN/AN/AN/AN/A
EQS
EQUUS TOTAL RETURN INC
$23.12M$1.71N/AN/AN/AN/AN/AN/AN/AN/A
PFX
PHENIXFIN CORP
$70.85M$33.74N/AN/AHold1N/AN/A2.73%1.51%
LRFC
LOGAN RIDGE FINANCE CORP
$61.12M$22.55$24.006.45%Strong Buy1N/AN/A0.58%0.27%
SCU
SCULPTOR CAPITAL MANAGEMENT INC
$589.96M$9.41$11.0016.90%Buy28.53%N/A-428.58%19.00%
APO
APOLLO GLOBAL MANAGEMENT INC
$40.53B$70.82$73.724.10%Buy10-59.28%N/A-336.79%1.80%
AGBA
AGBA GROUP HOLDING LTD
$3.16M$2.26N/AN/AN/AN/AN/AN/AN/AN/A
KKR
KKR & CO INC
$47.79B$55.50$63.4414.31%Buy9-21.23%N/A32.67%2.14%
AAMC
ALTISOURCE ASSET MANAGEMENT CORP
$62.74M$35.30N/AN/AN/AN/AN/AN/AN/AN/A
BBUC
BROOKFIELD BUSINESS CORP
$2.24B$22.65N/AN/AN/AN/AN/AN/AN/AN/A

Asset Management Stocks FAQ

What are the best asset management stocks to buy right now in Jan 2023?

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 39 points higher than the asset management industry average of 30. It passed 23 out of 33 due diligence checks and has strong fundamentals. Assetmark Financial Holdings has seen its stock return 14.93% over the past year, overperforming other asset management stocks by 20 percentage points.

Assetmark Financial Holdings has an average 1 year price target of $32.00, an upside of 20.85% from Assetmark Financial Holdings's current stock price of $26.48.

Assetmark Financial Holdings stock has a consensus Strong Buy recommendation according to Wall Street analysts. Of the 2 analysts covering Assetmark Financial Holdings, 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.

2. Hywin Holdings (NASDAQ:HYW)


Hywin Holdings (NASDAQ:HYW) is the second best asset management stock with a Zen Score of 60, which is 30 points higher than the asset management industry average of 30. It passed 19 out of 33 due diligence checks and has strong fundamentals. Hywin Holdings has seen its stock return 7.53% over the past year, overperforming other asset management stocks by 12 percentage points.

3. U S Global Investors (NASDAQ:GROW)


U S Global Investors (NASDAQ:GROW) is the third best asset management stock with a Zen Score of 58, which is 28 points higher than the asset management industry average of 30. It passed 21 out of 38 due diligence checks and has strong fundamentals. U S Global Investors has seen its stock lose -40.38% over the past year, underperforming other asset management stocks by -35 percentage points.

What are the asset management stocks with highest dividends?

Out of 75 asset management stocks that have issued dividends in the past year, the 3 asset management stocks with the highest dividend yields are:

1. Great Elm Capital (NASDAQ:GECC)


Great Elm Capital (NASDAQ:GECC) has an annual dividend yield of 21.75%, which is 15 percentage points higher than the asset management industry average of 6.68%. Great Elm Capital's dividend payout is not stable, having dropped more than 10% three 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 -28.6% indicates that its high dividend yield might not be sustainable for the long-term.

2. Investcorp Credit Management Bdc (NASDAQ:ICMB)


Investcorp Credit Management Bdc (NASDAQ:ICMB) has an annual dividend yield of 15.54%, which is 9 percentage points higher than the asset management industry average of 6.68%. Investcorp Credit Management Bdc's dividend payout is not stable, having dropped more than 10% four 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 857.1% indicates that its high dividend yield might not be sustainable for the long-term.

3. Newtek Business Services (NASDAQ:NEWT)


Newtek Business Services (NASDAQ:NEWT) has an annual dividend yield of 15.35%, which is 9 percentage points higher than the asset management industry average of 6.68%. Newtek Business Services's dividend payout is not stable, having dropped more than 10% seven 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 141% 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 0.48% in the last day, and up 2.45% over the last week. Avantax was the among the top gainers in the asset management industry, gaining 7.59% yesterday.

Avantax shares are trading higher after the company announced a Dutch auction tender offer to repurchase up to $250 million of the company's common stock.

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. U S Global Investors (NASDAQ:GROW)


U S Global Investors (NASDAQ:GROW) is the most undervalued asset management stock based on WallStreetZen's Valuation Score. U S Global Investors 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.

U S Global Investors's stock has dropped -40.38% in the past year. It has underperformed other stocks in the asset management industry by -35 percentage points.

2. Hywin Holdings (NASDAQ:HYW)


Hywin Holdings (NASDAQ:HYW) is the second 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 7.53% in the past year. It has overperformed other stocks in the asset management industry by 12 percentage points.

3. Suro Capital (NASDAQ:SSSS)


Suro Capital (NASDAQ:SSSS) is the third 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 -64.98% in the past year. It has underperformed other stocks in the asset management industry by -60 percentage points.

Are asset management stocks a good buy now?

30.95% of asset management stocks rated by analysts are a strong buy right now. On average, analysts expect asset management stocks to rise by 0.59% 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 33.84x.
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.