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 93rd 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
$9.05B$349.98$409.5017.01%Strong Buy28.12%17.25%37.63%12.16%
AAMI
ACADIAN ASSET MANAGEMENT INC
$3.16B$88.92$85.33-4.03%Hold316.30%50.87%220.95%34.35%
WHG
WESTWOOD HOLDINGS GROUP INC
$176.83M$18.53N/AN/AN/AN/AN/AN/AN/AN/A
RPC
RIDGEPOST CAPITAL INC
$887.42M$8.05$13.0061.49%Strong Buy214.75%114.50%40.30%12.84%
SEIC
SEI INVESTMENTS CO
$12.66B$105.51$122.0015.63%Strong Buy48.08%11.31%42.58%32.02%
WT
WISDOMTREE INC
$3.45B$22.79$22.950.70%Buy414.00%54.31%52.02%13.23%
IVZ
INVESCO LTD
$13.91B$31.51$32.613.49%Buy92.80%N/A12.61%5.73%
VCTR
VICTORY CAPITAL HOLDINGS INC
$6.71B$109.08$106.60-2.27%Hold57.93%28.95%26.03%14.81%
GCMG
GCM GROSVENOR INC
$2.56B$12.64$15.0018.67%Strong Buy49.01%17.62%1,004.12%37.58%
FHI
FEDERATED HERMES INC
$4.40B$58.99$57.00-3.37%Hold44.35%7.03%39.19%21.07%
BEN
FRANKLIN RESOURCES INC
$17.01B$33.47$35.175.07%Buy6-3.43%33.44%13.79%4.47%
TPG
TPG INC
$18.45B$47.98$57.3319.49%Buy9-10.84%55.06%143.59%12.65%
MFIC
MIDCAP FINANCIAL INVESTMENT CORP
$748.77M$9.09$10.1311.39%Buy4-10.78%N/A8.77%3.38%
CION
CION INVESTMENT CORP
$349.83M$7.11$6.50-8.58%Strong Sell1-10.21%267.86%7.29%2.64%
AMP
AMERIPRISE FINANCIAL INC
$49.34B$558.54$552.00-1.17%Hold64.85%11.39%86.19%2.77%
NOAH
NOAH HOLDINGS LTD
$549.37M$8.04$11.5043.03%Hold1155.36%183.43%255.24%204.65%
STT
STATE STREET CORP
$51.69B$188.16$196.754.57%Buy125.48%14.91%15.09%1.02%
VRTS
VIRTUS INVESTMENT PARTNERS INC
$950.49M$143.52$142.75-0.54%Sell4-4.10%20.19%19.47%4.06%
HTGC
HERCULES CAPITAL INC
$3.29B$17.58$18.505.23%Buy66.19%-2.33%16.14%7.83%
PAX
PATRIA INVESTMENTS LTD
$1.70B$10.48$13.0024.05%Hold110.39%86.26%N/AN/A
BX
BLACKSTONE INC
$96.30B$128.29$147.2514.78%Buy129.59%24.88%84.82%15.33%
CNS
COHEN & STEERS INC
$3.81B$74.11$89.0020.09%Buy15.86%4.81%36.22%23.69%
NTRS
NORTHERN TRUST CORP
$33.24B$181.71$180.71-0.55%Hold123.33%7.19%19.58%1.46%
HLNE
HAMILTON LANE INC
$5.31B$96.27$132.7137.86%Strong Buy712.98%8.72%51.11%18.91%
TRIN
TRINITY CAPITAL INC
$1.68B$17.75$15.75-11.27%Sell28.40%9.28%14.94%6.75%
GSBD
GOLDMAN SACHS BDC INC
$1.08B$9.63$9.25-3.95%Sell2-3.77%49.12%9.19%3.80%
WHF
WHITEHORSE FINANCE INC
$149.26M$6.95$7.254.32%Sell2-9.33%23.38%8.34%3.49%
DBRG
DIGITALBRIDGE GROUP INC
$2.98B$15.91$16.000.57%Hold1-2.77%-25.75%N/AN/A
PSBD
PALMER SQUARE CAPITAL BDC INC
$313.56M$10.23$10.17-0.62%Hold3-13.94%N/A11.01%3.95%
PSEC
PROSPECT CAPITAL CORP
$1.15B$2.20$2.00-9.09%Strong Sell1-1.29%77.39%6.03%2.74%
BLK
BLACKROCK INC
$165.03B$1,065.60$1.34k25.77%Strong Buy910.65%21.10%21.90%7.17%
GECC
GREAT ELM CAPITAL CORP
$85.70M$6.17N/AN/AN/AN/A-2.66%N/A12.89%5.09%
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC
$3.04B$37.49$39.254.69%Hold42.80%-1.19%77.57%22.32%
PFG
PRINCIPAL FINANCIAL GROUP INC
$25.03B$116.90$108.33-7.33%Hold126.78%17.22%23.24%0.80%
TROW
PRICE T ROWE GROUP INC
$22.57B$105.80$106.630.78%Sell80.91%0.26%21.47%15.38%
PFLT
PENNANTPARK FLOATING RATE CAPITAL LTD
$706.43M$7.12$9.5033.43%Strong Buy2-0.63%43.78%9.55%3.69%
MAAS
MAASE INC
$5.23B$16.34N/AN/AN/AN/AN/AN/AN/AN/A
HRZN
HORIZON TECHNOLOGY FINANCE CORP
$328.47M$4.90$4.67-4.76%Hold37.23%32.77%12.28%6.16%
BCIC
BCP INVESTMENT CORP
$88.54M$7.15$9.2529.37%Hold2-9.01%N/A9.43%3.61%
OWL
BLUE OWL CAPITAL INC
$16.26B$10.43$12.5019.85%Buy96.23%109.38%93.31%15.10%
SII
SPROTT INC
$3.39B$131.68$230.0074.67%Buy1N/AN/AN/AN/A
HASI
HA SUSTAINABLE INFRASTRUCTURE CAPITAL INC
$4.73B$36.84$49.8635.33%Strong Buy77.86%78.88%20.50%5.83%
KKR
KKR & CO INC
$91.80B$102.27$127.0824.26%Strong Buy12-12.54%36.53%27.65%2.07%
GLAD
GLADSTONE CAPITAL CORP
$439.89M$19.47N/AN/AN/AN/A4.20%-7.77%9.28%4.64%
OXSQ
OXFORD SQUARE CAPITAL CORP
$145.41M$1.35N/AN/AN/AN/A7.17%N/A17.90%8.32%
BNY
BANK OF NEW YORK MELLON CORP
$106.97B$157.66$143.43-9.03%Buy74.71%9.73%17.03%1.45%
SCM
STELLUS CAPITAL INVESTMENT CORP
$231.83M$8.14$9.1712.62%Buy30.22%1.00%8.07%3.02%
TCPC
BLACKROCK TCP CAPITAL CORP
$339.81M$4.05$4.00-1.23%Hold1-24.91%N/A5.58%2.09%
FSK
FS KKR CAPITAL CORP
$3.32B$12.03$11.40-5.24%Hold5-9.97%N/A7.03%3.00%
TPVG
TRIPLEPOINT VENTURE GROWTH BDC CORP
$210.47M$5.17$5.251.55%Hold20.95%-10.99%7.77%3.39%
FDUS
FIDUS INVESTMENT CORP
$740.49M$19.51$19.50-0.05%Buy23.64%-1.61%9.38%4.62%
BXSL
BLACKSTONE SECURED LENDING FUND
$5.74B$24.65$24.38-1.12%Hold8-2.67%43.53%9.39%4.04%
VINP
VINCI COMPASS INVESTMENTS LTD
$661.97M$9.34$14.0049.89%Strong Buy1155.69%207.58%153.14%76.73%
BN
BROOKFIELD CORP
$84.03B$37.61$59.0056.87%Strong Buy4-59.74%164.23%20.36%1.83%
ALP
ALPHA COMPUTE CORP
$1.95M$4.16$12.50200.48%Hold1662.41%N/A-0.07%-0.02%
CGBD
CARLYLE SECURED LENDING INC
$782.31M$11.37$12.005.54%Strong Buy1-0.61%67.34%8.92%3.94%
AB
ALLIANCEBERNSTEIN HOLDING LP
$3.36B$36.09$39.679.91%Hold3137.56%8.82%34.26%34.23%
APO
APOLLO GLOBAL MANAGEMENT INC
$75.77B$128.31$149.2516.32%Strong Buy12-4.77%65.40%37.39%1.59%
TSLX
SIXTH STREET SPECIALTY LENDING INC
$1.74B$18.25$19.838.67%Buy6-0.36%39.71%11.37%4.97%
CSWC
CAPITAL SOUTHWEST CORP
$1.54B$24.15$25.334.90%Strong Buy311.94%12.37%14.37%6.57%
SAMG
SILVERCREST ASSET MANAGEMENT GROUP INC
$114.45M$9.66N/AN/AN/AN/A5.91%126.20%46.20%15.20%
NMFC
NEW MOUNTAIN FINANCE CORP
$684.78M$7.25$7.756.90%Hold2-7.30%N/A9.14%3.89%
NCDL
NUVEEN CHURCHILL DIRECT LENDING CORP
$603.51M$12.22$13.318.94%Hold4-4.01%17.76%8.64%3.69%
BCSF
BAIN CAPITAL SPECIALTY FINANCE INC
$742.10M$11.44$12.509.27%Hold2-4.48%19.40%7.53%3.11%
CG
CARLYLE GROUP INC
$14.90B$41.82$60.9145.65%Buy1118.76%83.71%42.65%7.93%
PNNT
PENNANTPARK INVESTMENT CORP
$235.07M$3.60$4.8334.25%Hold3-2.48%86.38%6.38%2.16%
BAM
BROOKFIELD ASSET MANAGEMENT LTD
$74.48B$46.63$55.0017.95%Buy711.63%13.02%60.93%22.80%
BVC
BITVENTURES LTD
$126.84M$15.10N/AN/AN/AN/AN/AN/AN/AN/A
GBDC
GOLUB CAPITAL BDC INC
$3.24B$12.47$14.1713.61%Buy3-1.93%40.25%8.69%3.86%
ALTI
ALTI GLOBAL INC
$500.58M$3.21N/AN/AN/AN/A8.90%N/A11.70%6.47%
FWDI
FORWARD INDUSTRIES INC
$513.24M$6.95$12.5079.86%Strong Buy24.86%N/A2.22%1.75%
GAIN
GLADSTONE INVESTMENT CORPORATION
$637.55M$16.01$17.006.18%Buy14.64%-48.66%6.83%3.39%
ARCC
ARES CAPITAL CORP
$14.22B$19.80$20.362.81%Buy70.66%19.93%9.66%4.40%
CCAP
CRESCENT CAPITAL BDC INC
$366.25M$9.94$12.6327.01%Hold6-4.37%N/A7.44%3.02%
SLRC
SLR INVESTMENT CORP
$661.20M$12.12$12.674.51%Strong Sell3-2.71%-0.19%7.42%2.85%
MAIN
MAIN STREET CAPITAL CORP
$5.27B$56.37$60.006.44%Buy46.10%-10.65%12.44%6.63%
HSDT
SOLANA CO
$139.66M$2.31$3.7562.34%Strong Buy27.31%N/A-14.15%-13.31%
PS
PERSHING SQUARE INC
$15.99B$39.97$40.832.16%Buy8N/AN/AN/A21.97%
FGNX
FG NEXUS INC
$41.63M$8.17$10.0022.40%Strong Buy1-58.23%N/A-59.58%-55.10%
SAR
SARATOGA INVESTMENT CORP
$282.83M$17.34$21.5023.99%Hold23.22%45.01%8.88%2.81%
STEP
STEPSTONE GROUP INC
$6.20B$51.41$64.7125.88%Buy71.33%N/A-86.18%5.98%
INV
INNVENTURE INC
$71.92M$0.85N/AN/AN/AN/A24.07%N/A-41.99%-15.54%
ARES
ARES MANAGEMENT CORP
$29.45B$131.52$155.5018.23%Buy105.40%58.69%52.23%6.99%
BUR
BURFORD CAPITAL LTD
$963.98M$4.39$5.0013.90%Hold1N/AN/AN/AN/A
NSLR
NEOSTELLAR CAPITAL CORP
$208.08M$7.86$16.00103.56%Strong Buy3-23.81%0.63%-4.70%-3.98%
ASST
STRIVE INC
$2.48B$29.03$28.40-2.17%Strong Buy5N/AN/A17.85%8.37%
DFDV
DEFI DEVELOPMENT CORP
$161.81M$5.22$10.4099.23%Strong Buy1-20.10%N/AN/A-15.01%
AVAT
AVALANCHE TREASURY CORP
$45.91M$1.05N/AN/AN/AN/AN/AN/AN/AN/A
CWD
CALIBERCOS INC
$5.34M$0.51N/AN/AN/AN/A20.74%N/A-305.70%2.48%
HNNA
HENNESSY ADVISORS INC
$81.26M$10.28N/AN/AN/AN/AN/AN/AN/AN/A
TGE
GENERATION ESSENTIALS GROUP
$43.08M$0.89N/AN/AN/AN/AN/AN/AN/AN/A
MGLD
MARYGOLD COMPANIES INC
$41.53M$0.97N/AN/AN/AN/AN/AN/AN/AN/A
MLCI
MOUNT LOGAN CAPITAL INC
$36.59M$3.27N/AN/AN/AN/A57.49%N/A0.19%0.01%
BENF
BENEFICIENT
$12.46M$0.81N/AN/AN/AN/AN/AN/AN/A-19.26%
AURE
AURELION INC
$54.52M$1.45N/AN/AN/AN/AN/AN/AN/AN/A
PFX
PHENIXFIN CORP
$88.99M$46.08N/AN/AN/AN/A-7.26%-58.93%3.11%1.58%
BCG
BINAH CAPITAL GROUP INC
$21.50M$1.26N/AN/AN/AN/AN/AN/AN/AN/A
TWAV
TAOWEAVE INC
$5.00M$1.29N/AN/AN/AN/AN/AN/AN/AN/A
OFS
OFS CAPITAL CORP
$52.12M$3.89N/AN/AN/AN/A12.72%N/A4.81%1.78%
EQS
EQUUS TOTAL RETURN INC
$14.18M$1.02N/AN/AN/AN/AN/AN/AN/AN/A

Asset Management Stocks FAQ

What are the best asset management stocks to buy right now in Sep 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 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: B, Growth: C, Momentum: C, Sentiment: C, Safety: C, Financials: B, and AI: B.

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 49% over the past year, overperforming other asset management stocks by 57 percentage points.

Affiliated Managers Group has an average 1 year price target of $409.50, an upside of 17.01% from Affiliated Managers Group's current stock price of $349.98.

Affiliated Managers Group stock has a consensus Strong Buy recommendation according to Wall Street analysts. Of the 2 analysts covering Affiliated Managers Group, 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.

2. Acadian Asset Management (NYSE:AAMI)


Acadian Asset Management (NYSE:AAMI) 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 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 83.83% over the past year, overperforming other asset management stocks by 91 percentage points.

Acadian Asset Management has an average 1 year price target of $85.33, a downside of -4.03% from Acadian Asset Management's current stock price of $88.92.

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.

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 8.3% over the past year, overperforming other asset management stocks by 16 percentage points.

What are the asset management stocks with highest dividends?

Out of 84 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 31.11%, which is 22 percentage points higher than the asset management industry average of 8.7%. 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 23.33%, which is 15 percentage points higher than the asset management industry average of 8.7%. 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 22.73%, which is 14 percentage points higher than the asset management industry average of 8.7%. 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 down?

Asset management stocks were down -0.88% in the last day, and down -2.5% over the last week. Northern Trust was the among the top losers in the asset management industry, dropping -3.95% yesterday.

Shares of banks are trading lower after Bank of America CEO Brian Moynihan said at an industry conference that the company's Q3 sales and trading will be flat, and that investment banking fees will come in at $1.6 billion to $1.8 billion, down from $2 billion in Q3 2025.

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 -26.31% in the past year. It has underperformed other stocks in the asset management industry by -19 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 A. 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 -30.99% in the past year. It has underperformed other stocks in the asset management industry by -23 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 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 -19.34% in the past year. It has underperformed other stocks in the asset management industry by -12 percentage points.

Are asset management stocks a good buy now?

32.91% of asset management stocks rated by analysts are a hold right now. On average, analysts expect asset management stocks to rise by 14.44% over the next year.

0% of asset management stocks have a Zen Rating of A (Strong Buy), 11.36% of asset management stocks are rated B (Buy), 70.45% are rated C (Hold), 17.05% 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 28.07x.
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.