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 99th 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
$3.08B$86.49$74.00-14.44%Hold421.67%65.89%296.51%41.20%
VCTR
VICTORY CAPITAL HOLDINGS INC
$6.19B$99.03$92.00-7.10%Hold48.93%36.46%24.58%14.00%
WHG
WESTWOOD HOLDINGS GROUP INC
$181.88M$19.17N/AN/AN/AN/AN/AN/AN/AN/A
AMG
AFFILIATED MANAGERS GROUP INC
$9.69B$366.73$409.5011.66%Strong Buy210.82%20.75%37.79%12.43%
RPC
RIDGEPOST CAPITAL INC
$943.69M$8.62$12.0039.21%Strong Buy114.78%135.26%43.60%16.83%
BEN
FRANKLIN RESOURCES INC
$17.59B$33.86$34.672.38%Buy6-3.10%37.38%13.66%4.86%
SEIC
SEI INVESTMENTS CO
$12.36B$102.98$122.0018.47%Strong Buy48.08%10.64%42.58%32.02%
IVZ
INVESCO LTD
$13.12B$29.60$31.396.04%Buy9-1.42%N/A12.89%5.89%
PSEC
PROSPECT CAPITAL CORP
$1.07B$2.13$2.00-6.10%Strong Sell1-5.14%N/A6.06%2.80%
FHI
FEDERATED HERMES INC
$4.55B$59.96$54.67-8.83%Sell34.56%7.51%41.45%23.28%
WT
WISDOMTREE INC
$2.96B$19.37$19.00-1.91%Hold319.81%75.44%47.09%12.54%
SII
SPROTT INC
$2.66B$103.01$230.00123.28%Buy1N/AN/AN/AN/A
NOAH
NOAH HOLDINGS LTD
$583.22M$8.45$11.5036.09%Hold1171.01%N/A243.94%208.63%
PFG
PRINCIPAL FINANCIAL GROUP INC
$24.34B$113.70$107.18-5.73%Hold116.67%16.78%23.24%0.80%
STT
STATE STREET CORP
$50.59B$184.16$195.886.36%Buy125.31%14.86%15.09%1.02%
AMP
AMERIPRISE FINANCIAL INC
$49.07B$545.84$559.572.52%Hold74.56%10.69%89.89%3.03%
TROW
PRICE T ROWE GROUP INC
$23.94B$111.75$106.22-4.95%Sell92.79%3.90%22.01%16.48%
NSLR
NEOSTELLAR CAPITAL CORP
$264.61M$10.15$16.0057.64%Strong Buy3-62.80%-40.58%-4.08%-3.41%
HTGC
HERCULES CAPITAL INC
$3.07B$16.42$18.2511.14%Buy65.92%-2.43%15.86%7.70%
GCMG
GCM GROSVENOR INC
$2.52B$12.48$15.3322.86%Strong Buy35.03%-5.24%850.46%31.48%
BLK
BLACKROCK INC
$169.27B$1,090.39$1.34k23.30%Strong Buy912.88%22.89%21.31%7.10%
NTRS
NORTHERN TRUST CORP
$33.33B$182.19$180.21-1.09%Hold123.28%7.15%19.58%1.46%
PAX
PATRIA INVESTMENTS LTD
$1.76B$10.82$16.0047.87%Hold19.60%85.23%N/AN/A
AB
ALLIANCEBERNSTEIN HOLDING LP
$3.43B$36.76$38.675.19%Hold3136.99%10.71%33.94%33.94%
TRIN
TRINITY CAPITAL INC
$1.58B$17.55$15.50-11.68%Sell212.12%3.94%14.62%6.67%
KKR
KKR & CO INC
$91.07B$101.43$123.6421.89%Strong Buy11-11.95%39.96%28.15%2.08%
MAAS
MAASE INC
$5.69B$17.79N/AN/AN/AN/AN/AN/AN/AN/A
BCIC
BCP INVESTMENT CORP
$89.12M$7.20$9.0025.00%Hold1-5.37%N/A8.77%3.11%
CNS
COHEN & STEERS INC
$4.23B$82.27$84.002.10%Buy14.00%6.89%37.88%24.97%
HRZN
HORIZON TECHNOLOGY FINANCE CORP
$294.89M$4.32$5.2521.53%Hold39.07%23.28%15.33%6.46%
PFLT
PENNANTPARK FLOATING RATE CAPITAL LTD
$688.57M$6.94$9.6739.29%Strong Buy31.61%32.97%10.43%3.94%
VINP
VINCI COMPASS INVESTMENTS LTD
$645.06M$9.86$15.0052.13%Strong Buy1156.50%173.05%111.81%57.68%
GLAD
GLADSTONE CAPITAL CORP
$421.81M$18.67N/AN/AN/AN/A7.89%3.99%9.33%4.87%
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC
$2.79B$39.24$38.00-3.16%Hold43.85%1.06%72.59%19.60%
GECC
GREAT ELM CAPITAL CORP
$71.41M$5.14N/AN/AN/AN/A-9.66%N/A13.45%5.11%
OWL
BLUE OWL CAPITAL INC
$16.06B$10.30$11.8014.56%Buy106.37%104.85%88.73%15.01%
SCM
STELLUS CAPITAL INVESTMENT CORP
$217.10M$7.50$9.3324.44%Buy3-1.39%11.67%8.05%2.92%
BX
BLACKSTONE INC
$94.90B$127.75$144.0812.78%Buy1312.28%30.67%82.22%14.24%
CSWC
CAPITAL SOUTHWEST CORP
$1.47B$23.59$24.503.86%Strong Buy111.16%7.04%13.94%6.47%
FDUS
FIDUS INVESTMENT CORP
$749.22M$19.74$19.50-1.22%Buy23.49%-6.00%9.39%4.83%
HLNE
HAMILTON LANE INC
$4.94B$88.91$132.8649.43%Strong Buy716.17%12.38%51.00%20.25%
BNY
BANK OF NEW YORK MELLON CORP
$107.30B$156.33$143.43-8.25%Buy75.48%11.99%17.18%1.37%
TCPC
BLACKROCK TCP CAPITAL CORP
$272.68M$3.25$3.507.69%Strong Sell2-13.47%N/A8.86%3.32%
PNNT
PENNANTPARK INVESTMENT CORP
$214.82M$3.29$4.8346.90%Hold3-4.08%62.86%6.37%2.22%
ALTI
ALTI GLOBAL INC
$545.82M$3.60N/AN/AN/AN/A12.54%N/A11.00%5.98%
MFIC
MIDCAP FINANCIAL INVESTMENT CORP
$787.48M$9.56$10.9014.02%Hold5-10.13%414.23%9.00%3.45%
VRTS
VIRTUS INVESTMENT PARTNERS INC
$1.06B$159.35$142.75-10.42%Sell4-4.87%23.08%19.74%3.97%
WHF
WHITEHORSE FINANCE INC
$137.99M$6.39$6.00-6.03%Strong Sell1-9.08%143.27%8.47%3.50%
BCSF
BAIN CAPITAL SPECIALTY FINANCE INC
$805.67M$12.42$14.0012.72%Buy2-3.82%16.43%8.47%3.56%
TPVG
TRIPLEPOINT VENTURE GROWTH BDC CORP
$183.51M$4.52$5.5021.68%Sell31.17%-11.95%8.14%3.54%
CION
CION INVESTMENT CORP
$296.74M$5.96$6.509.06%Strong Sell1-10.68%N/A7.47%2.67%
SAMG
SILVERCREST ASSET MANAGEMENT GROUP INC
$121.80M$10.28N/AN/AN/AN/A4.87%123.30%46.20%15.20%
BN
BROOKFIELD CORP
$95.02B$42.53$58.7538.14%Strong Buy4-61.07%169.61%21.53%1.94%
STEP
STEPSTONE GROUP INC
$5.23B$43.86$65.5749.50%Strong Buy72.84%N/A-114.80%7.02%
NCDL
NUVEEN CHURCHILL DIRECT LENDING CORP
$598.57M$12.12$14.4419.13%Hold4-5.08%0.73%8.28%3.49%
NMFC
NEW MOUNTAIN FINANCE CORP
$650.78M$6.89$7.8313.69%Hold3-8.85%N/A9.32%4.01%
INV
INNVENTURE INC
$270.62M$3.22N/AN/AN/AN/A907.39%N/A-26.97%-10.19%
CGBD
CARLYLE SECURED LENDING INC
$694.28M$9.99$11.0010.11%Buy2-3.62%42.79%9.02%3.94%
BXSL
BLACKSTONE SECURED LENDING FUND
$5.37B$23.10$25.108.66%Buy10-2.40%17.46%9.49%4.01%
TPG
TPG INC
$16.78B$43.66$56.9130.35%Buy11-5.72%77.48%156.50%13.33%
FSK
FS KKR CAPITAL CORP
$2.96B$10.57$10.923.28%Hold6-13.36%N/A7.19%2.96%
OXSQ
OXFORD SQUARE CAPITAL CORP
$144.97M$1.55N/AN/AN/AN/A6.84%N/A17.03%7.53%
GAIN
GLADSTONE INVESTMENT CORPORATION
$643.12M$16.15$17.005.26%Buy16.07%-55.77%5.56%2.81%
ARES
ARES MANAGEMENT CORP
$28.44B$128.09$154.8520.89%Strong Buy137.15%60.41%51.04%7.24%
CCAP
CRESCENT CAPITAL BDC INC
$402.73M$10.93$13.9027.17%Buy5-4.64%90.79%8.14%3.39%
BAM
BROOKFIELD ASSET MANAGEMENT LTD
$77.28B$48.40$55.0013.64%Buy716.46%17.66%60.28%25.51%
MAIN
MAIN STREET CAPITAL CORP
$5.06B$54.41$57.756.14%Buy46.02%-8.07%12.66%6.72%
GBDC
GOLUB CAPITAL BDC INC
$3.34B$12.83$14.009.12%Strong Buy4-3.66%21.28%9.04%3.97%
GSBD
GOLDMAN SACHS BDC INC
$969.22M$8.61$8.50-1.28%Sell3-6.12%30.37%8.72%3.57%
PS
PERSHING SQUARE INC
$13.31B$33.28$40.4321.48%Buy7N/AN/A58.64%49.63%
ARCC
ARES CAPITAL CORP
$13.47B$18.76$20.076.99%Buy70.85%20.11%9.89%4.51%
PSBD
PALMER SQUARE CAPITAL BDC INC
$296.89M$9.54$10.7512.68%Hold4-13.03%N/A10.89%3.87%
SLRC
SLR INVESTMENT CORP
$686.30M$12.58$13.638.31%Sell4-3.55%-9.11%7.36%2.87%
TSLX
SIXTH STREET SPECIALTY LENDING INC
$1.63B$17.16$19.8615.72%Buy7-3.52%25.92%11.25%5.11%
SAR
SARATOGA INVESTMENT CORP
$311.53M$19.10$21.5012.57%Hold23.22%50.63%9.58%3.03%
CG
CARLYLE GROUP INC
$16.57B$46.02$60.2030.81%Buy1014.83%60.82%41.80%7.57%
APO
APOLLO GLOBAL MANAGEMENT INC
$72.40B$125.59$145.9216.19%Strong Buy12-0.92%98.60%38.43%1.64%
BUR
BURFORD CAPITAL LTD
$902.57M$4.12$5.0021.36%Hold1N/AN/AN/AN/A
ALP
ALPHA COMPUTE CORP
$4.60M$0.20$2.00920.41%Buy1661.04%N/A-3.28%-1.21%
HNNA
HENNESSY ADVISORS INC
$77.68M$9.83N/AN/AN/AN/AN/AN/AN/AN/A
PFX
PHENIXFIN CORP
$83.12M$43.01N/AN/AN/AN/A-6.17%N/A2.50%1.26%
WTF
WATON FINANCIAL LTD
$143.75M$2.98N/AN/AN/AN/AN/AN/AN/AN/A
MGLD
MARYGOLD COMPANIES INC
$47.09M$1.10N/AN/AN/AN/AN/AN/AN/AN/A
MLCI
MOUNT LOGAN CAPITAL INC
$34.13M$3.05N/AN/AN/AN/AN/AN/A6.26%0.27%
AURE
AURELION INC
$64.30M$1.71N/AN/AN/AN/AN/AN/AN/AN/A
OFS
OFS CAPITAL CORP
$45.02M$3.36N/AN/AN/AN/A12.72%N/A6.25%2.31%
CWD
CALIBERCOS INC
$4.23M$0.48N/AN/AN/AN/A14.55%N/A299.28%2.09%
GEG
GREAT ELM GROUP INC
$67.42M$2.15N/AN/AN/AN/AN/AN/A66.54%23.71%
RAND
RAND CAPITAL CORP
$29.73M$10.01N/AN/AN/AN/AN/AN/AN/AN/A
RMCO
ROYALTY MANAGEMENT HOLDING CORP
$34.26M$2.26N/AN/AN/AN/A114.77%N/A142.14%111.09%
EQS
EQUUS TOTAL RETURN INC
$16.20M$1.16N/AN/AN/AN/AN/AN/AN/AN/A
BCG
BINAH CAPITAL GROUP INC
$24.37M$1.45N/AN/AN/AN/AN/AN/AN/AN/A
BENF
BENEFICIENT
$46.46M$3.20N/AN/AN/AN/AN/AN/AN/A-19.01%
BVC
BITVENTURES LTD
$93.91M$11.18N/AN/AN/AN/AN/AN/AN/AN/A
GROW
U S GLOBAL INVESTORS INC
$75.14M$2.86N/AN/AN/AN/AN/AN/AN/AN/A
TGE
GENERATION ESSENTIALS GROUP
$46.43M$0.96N/AN/AN/AN/AN/AN/AN/AN/A
CRBG
COREBRIDGE FINANCIAL INC
$14.25B$31.19$37.2519.43%Strong Buy127.65%151.87%34.71%0.92%
AVAT
AVALANCHE TREASURY CORP
$13.55M$0.30N/AN/AN/AN/AN/AN/AN/AN/A
ICMB
INVESTCORP CREDIT MANAGEMENT BDC INC
$11.11M$0.77N/AN/AN/AN/A12.72%N/A3.91%1.25%
AMTD
AMTD IDEA GROUP
$72.02M$0.75N/AN/AN/AN/AN/AN/AN/AN/A

Asset Management Stocks FAQ

What are the best asset management stocks to buy right now in Aug 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 100 with a Zen Rating of A. Stocks with a rating of A have had an average return of +28.5% per year. Learn more.

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

Acadian Asset Management (NYSE:AAMI) has a Due Diligence Score of 37, which is 6 points higher than the asset management industry average of 31.

AAMI passed 15 out of 38 due diligence checks and has average fundamentals. Acadian Asset Management has seen its stock return 106.96% over the past year, overperforming other asset management stocks by 106 percentage points.

Acadian Asset Management has an average 1 year price target of $74.00, a downside of -14.44% from Acadian Asset Management's current stock price of $86.49.

Acadian Asset Management stock has a consensus Hold recommendation according to Wall Street analysts. Of the 4 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. Victory Capital Holdings (NASDAQ:VCTR)


Victory Capital Holdings (NASDAQ:VCTR) is the #2 top asset management stock out of 100 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 Victory Capital Holdings (NASDAQ:VCTR) is: Value: C, Growth: B, Momentum: B, Sentiment: B, Safety: C, Financials: B, and AI: B.

Victory Capital Holdings (NASDAQ:VCTR) has a Due Diligence Score of 58, which is 27 points higher than the asset management industry average of 31.

VCTR passed 21 out of 38 due diligence checks and has strong fundamentals. Victory Capital Holdings has seen its stock return 43.71% over the past year, overperforming other asset management stocks by 43 percentage points.

Victory Capital Holdings has an average 1 year price target of $92.00, a downside of -7.1% from Victory Capital Holdings's current stock price of $99.03.

Victory Capital Holdings stock has a consensus Hold recommendation according to Wall Street analysts. Of the 4 analysts covering Victory Capital Holdings, 0% have issued a Strong Buy rating, 25% have issued a Buy, 75% 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 100 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: B, Momentum: C, Sentiment: C, Safety: B, Financials: C, and AI: C.

Westwood Holdings Group (NYSE:WHG) has a Due Diligence Score of 31, which is equal to the asset management industry average of 31.

WHG passed 11 out of 38 due diligence checks and has average fundamentals. Westwood Holdings Group has seen its stock return 9.67% over the past year, overperforming other asset management stocks by 9 percentage points.

What are the asset management stocks with highest dividends?

Out of 82 asset management stocks that have issued dividends in the past year, the 3 asset management stocks with the highest dividend yields are:

1. Pennantpark Investment (NYSE:PNNT)


Pennantpark Investment (NYSE:PNNT) has an annual dividend yield of 27.96%, which is 18 percentage points higher than the asset management industry average of 9.53%. 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 480% indicates that its high dividend yield might not be sustainable for the long-term.

2. Oxford Square Capital (NASDAQ:OXSQ)


Oxford Square Capital (NASDAQ:OXSQ) has an annual dividend yield of 27.1%, which is 18 percentage points higher than the asset management industry average of 9.53%. 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 -97.7% indicates that its high dividend yield might not be sustainable for the long-term.

3. Blackrock Tcp Capital (NASDAQ:TCPC)


Blackrock Tcp Capital (NASDAQ:TCPC) has an annual dividend yield of 27.08%, which is 18 percentage points higher than the asset management industry average of 9.53%. Blackrock Tcp Capital's dividend payout is not stable, having dropped more than 10% six times in the last 10 years. Blackrock Tcp Capital's dividend has not shown consistent growth over the last 10 years.

Blackrock Tcp Capital's dividend payout ratio of -67.1% 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 -0.07% in the last day, and up 1.75% over the last week. Price T Rowe Group was the among the top losers in the asset management industry, dropping -6.31% yesterday.

T. Rowe Price Group shares are trading lower after the company reported Q2 financial results. Weakness may result from operating costs outpacing revenue growth, and management flagged ongoing pressure in active equity.

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. Noah Holdings (NYSE:NOAH)


Noah Holdings (NYSE:NOAH) 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.

Noah Holdings has a valuation score of 14, which is -19 points higher than the asset management industry average of 33. It passed 1 out of 7 valuation due diligence checks. Although this number is below the industry average, our proven quant model rates NOAH a Valuation Rating of "A".

Noah Holdings's stock has dropped -30.45% in the past year. It has underperformed other stocks in the asset management industry by -31 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 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 10 points higher than the asset management industry average of 33. It passed 3 out of 7 valuation due diligence checks.

Triplepoint Venture Growth Bdc's stock has dropped -34.3% in the past year. It has underperformed other stocks in the asset management industry by -35 percentage points.

3. Virtus Investment Partners (NYSE:VRTS)


Virtus Investment Partners (NYSE:VRTS) 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.

Virtus Investment Partners has a valuation score of 71, which is 38 points higher than the asset management industry average of 33. It passed 5 out of 7 valuation due diligence checks.

Virtus Investment Partners's stock has dropped -17.57% in the past year. It has underperformed other stocks in the asset management industry by -18 percentage points.

Are asset management stocks a good buy now?

33.33% of asset management stocks rated by analysts are a buy right now. On average, analysts expect asset management stocks to rise by 13.91% over the next year.

1.28% of asset management stocks have a Zen Rating of A (Strong Buy), 15.38% of asset management stocks are rated B (Buy), 61.54% are rated C (Hold), 20.51% are rated D (Sell), and 1.28% 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 33.43x.
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.