Best Asset Management Stocks to Buy Now (2025)
Top asset management stocks in 2025 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
C
Asset Management is Zen Rated C and is the 83rd 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
FHI
FEDERATED HERMES INC
$3.59B$45.33$41.80-7.79%Hold53.69%11.71%33.59%18.06%
AAMI
ACADIAN ASSET MANAGEMENT INC
$1.39B$38.75$30.33-21.72%Hold36.94%21.34%152.86%20.88%
AMG
AFFILIATED MANAGERS GROUP INC
$5.69B$200.22$202.601.19%Buy52.97%36.05%26.69%9.77%
BUR
BURFORD CAPITAL LTD
$3.04B$13.90$18.0029.50%Buy13.88%33.73%18.32%7.22%
WT
WISDOMTREE INC
$1.85B$12.56$11.45-8.84%Hold26.19%50.43%31.48%12.79%
SWKH
SWK HOLDINGS CORP
$185.88M$15.15$18.0018.81%Strong Buy1N/AN/AN/AN/A
VINP
VINCI PARTNERS INVESTMENTS LTD
$602.04M$9.40$13.5043.62%Strong Buy124.13%52.64%20.29%11.19%
DHIL
DIAMOND HILL INVESTMENT GROUP INC
$414.30M$151.89N/AN/AN/AN/AN/AN/AN/AN/A
SEIC
SEI INVESTMENTS CO
$11.34B$91.13$96.335.71%Buy64.94%8.13%35.56%31.29%
GECC
GREAT ELM CAPITAL CORP
$126.30M$10.94N/AN/AN/AN/A17.91%304.07%13.93%5.25%
PAX
PATRIA INVESTMENTS LTD
$2.05B$13.37N/AN/AN/AN/A0.76%75.70%47.56%21.39%
VRTS
VIRTUS INVESTMENT PARTNERS INC
$1.39B$201.17$172.50-14.25%Sell4-6.66%25.92%22.43%5.43%
IVZ
INVESCO LTD
$7.49B$16.74$17.524.64%Hold15-13.17%24.88%6.30%3.29%
SAR
SARATOGA INVESTMENT CORP
$390.14M$24.90$24.25-2.61%Hold1-4.76%2.46%10.17%3.35%
GAIN
GLADSTONE INVESTMENT CORPORATION
$519.41M$14.10N/AN/AN/AN/A4.38%-29.09%6.61%3.28%
TCPC
BLACKROCK TCP CAPITAL CORP
$660.74M$7.77$7.00-9.91%Sell2-14.57%N/A12.19%5.02%
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC
$3.20B$45.41$42.75-5.86%Buy44.11%-0.55%79.02%20.56%
GCMG
GCM GROSVENOR INC
$2.26B$11.64$15.8336.02%Buy3-1.17%47.89%-460.80%22.51%
JHG
JANUS HENDERSON GROUP PLC
$6.39B$40.55$44.339.33%Buy64.83%22.93%13.26%8.74%
VCTR
VICTORY CAPITAL HOLDINGS INC
$4.28B$63.69$72.8614.39%Buy726.30%18.25%38.30%16.97%
GBDC
GOLUB CAPITAL BDC INC
$4.04B$15.16$15.00-1.06%Buy33.76%33.62%9.55%4.32%
BLK
BLACKROCK INC
$162.08B$1,046.16$1.12k7.47%Strong Buy1212.72%13.03%20.01%6.77%
OXSQ
OXFORD SQUARE CAPITAL CORP
$166.30M$2.33N/AN/AN/AN/AN/A3,100.00%11.51%6.00%
FDUS
FIDUS INVESTMENT CORP
$749.60M$21.41$20.00-6.59%Hold12.96%-10.62%10.24%5.59%
BBUC
BROOKFIELD BUSINESS CORP
$2.17B$29.80N/AN/AN/AN/AN/AN/AN/AN/A
CG
CARLYLE GROUP INC
$20.82B$57.64$54.67-5.16%Buy9-8.12%25.07%34.63%8.02%
FSK
FS KKR CAPITAL CORP
$6.11B$21.80$19.60-10.09%Hold5-4.90%33.51%10.72%4.71%
PX
P10 INC
$1.21B$10.81$15.5043.39%Strong Buy57.24%157.39%42.93%16.36%
NOAH
NOAH HOLDINGS LTD
$794.31M$11.85$11.50-2.95%Strong Buy13.07%N/A42.54%36.38%
BEN
FRANKLIN RESOURCES INC
$12.69B$24.14$21.23-12.07%Sell11-3.10%87.21%11.85%4.57%
PSEC
PROSPECT CAPITAL CORP
$1.49B$3.31$3.00-9.37%Strong Sell1N/AN/AN/AN/A
SII
SPROTT INC
$1.87B$72.45N/AN/AN/AN/AN/AN/AN/AN/A
ALTI
ALTI GLOBAL INC
$592.98M$4.09N/AN/AN/AN/A14.64%N/A8.94%4.90%
NMFC
NEW MOUNTAIN FINANCE CORP
$1.15B$10.67$10.50-1.59%Hold2-6.56%26.93%10.12%4.25%
GSBD
GOLDMAN SACHS BDC INC
$1.39B$11.82$10.00-15.40%Strong Sell1-9.18%255.56%10.76%4.75%
HTGC
HERCULES CAPITAL INC
$3.34B$19.03$19.502.47%Buy56.53%23.72%19.38%9.62%
HRZN
HORIZON TECHNOLOGY FINANCE CORP
$324.45M$8.04$9.5819.19%Hold30.72%N/A15.23%5.89%
TRIN
TRINITY CAPITAL INC
$938.73M$14.52$14.832.16%Hold39.72%-9.35%16.14%7.24%
TSLX
SIXTH STREET SPECIALTY LENDING INC
$2.30B$24.46$22.93-6.26%Strong Buy7-6.52%14.06%12.16%5.56%
TROW
PRICE T ROWE GROUP INC
$22.17B$100.63$93.40-7.18%Sell101.15%1.40%19.51%14.49%
TPG
TPG INC
$20.03B$54.21$58.638.14%Strong Buy8-18.55%1,581.51%158.50%11.53%
WHG
WESTWOOD HOLDINGS GROUP INC
$144.17M$15.37N/AN/AN/AN/AN/AN/AN/AN/A
STT
STATE STREET CORP
$29.09B$102.01$115.0012.73%Buy113.31%9.11%12.61%0.90%
BCSF
BAIN CAPITAL SPECIALTY FINANCE INC
$1.01B$15.53$16.506.25%Buy2N/A2.87%9.07%3.93%
AB
ALLIANCEBERNSTEIN HOLDING LP
$4.48B$40.45$37.40-7.54%Hold5668.01%-10.84%20.47%20.47%
MFIC
MIDCAP FINANCIAL INVESTMENT CORP
$1.23B$13.23$13.502.04%Strong Buy44.14%23.11%10.14%4.21%
BXSL
BLACKSTONE SECURED LENDING FUND
$7.28B$31.91$30.75-3.64%Buy43.76%2.91%11.38%5.09%
TPVG
TRIPLEPOINT VENTURE GROWTH BDC CORP
$287.26M$7.14$6.55-8.26%Hold5-4.96%30.79%13.22%6.24%
PTMN
PORTMAN RIDGE FINANCE CORP
$118.26M$12.85$14.008.95%Hold1-16.21%N/A10.93%4.32%
BK
BANK OF NEW YORK MELLON CORP
$68.08B$95.16$94.40-0.80%Buy103.10%11.79%14.20%1.39%
BX
BLACKSTONE INC
$116.60B$159.80$164.002.63%Buy1312.56%40.47%79.59%14.03%
OFS
OFS CAPITAL CORP
$115.16M$8.60N/AN/AN/AN/A-7.76%-54.67%6.52%2.54%
PNNT
PENNANTPARK INVESTMENT CORP
$465.56M$7.13$5.88-17.60%Sell2-10.22%0.68%9.67%3.75%
WHF
WHITEHORSE FINANCE INC
$206.86M$8.90$9.001.12%Strong Sell1-11.75%212.82%9.33%3.87%
CSWC
CAPITAL SOUTHWEST CORP
$1.23B$22.83$22.830.01%Buy311.46%25.95%14.17%6.65%
ARES
ARES MANAGEMENT CORP
$56.98B$174.49$182.754.73%Strong Buy815.78%90.91%51.67%8.47%
GLAD
GLADSTONE CAPITAL CORP
$637.96M$28.57N/AN/AN/AN/A-5.83%-49.24%9.40%5.78%
AMP
AMERIPRISE FINANCIAL INC
$49.77B$522.67$534.802.32%Hold53.04%13.39%94.24%2.86%
SLRC
SLR INVESTMENT CORP
$894.15M$16.39$15.79-3.65%Hold6-5.73%0.86%9.00%3.56%
SAMG
SILVERCREST ASSET MANAGEMENT GROUP INC
$216.70M$16.16N/AN/AN/AN/A1.71%16.84%20.61%10.31%
MRCC
MONROE CAPITAL CORP
$138.66M$6.40$8.0025.00%Hold1-16.76%157.58%8.62%3.49%
BAM
BROOKFIELD ASSET MANAGEMENT LTD
$91.51B$56.75$62.6710.43%Buy619.63%N/A41.55%23.57%
OWL
BLUE OWL CAPITAL INC
$29.12B$18.81$24.6831.22%Strong Buy1116.11%164.14%84.47%16.06%
CNS
COHEN & STEERS INC
$3.79B$74.30$72.50-2.42%Hold2N/A-3.24%34.14%20.76%
CGBD
CARLYLE SECURED LENDING INC
$1.02B$14.05$14.00-0.36%Sell3-20.55%16.24%9.67%4.63%
WTF
WATON FINANCIAL LTD
N/A$4.90N/AN/AN/AN/AN/AN/AN/AN/A
SSSS
SURO CAPITAL CORP
$198.31M$8.42$9.3310.84%Strong Buy3N/AN/AN/AN/A
STEP
STEPSTONE GROUP INC
$6.85B$58.85$63.608.07%Hold53.05%N/A145.72%5.70%
MAIN
MAIN STREET CAPITAL CORP
$5.65B$63.50$53.67-15.49%Hold30.79%-32.88%11.90%6.41%
PFG
PRINCIPAL FINANCIAL GROUP INC
$17.80B$79.38$85.788.06%Hold94.10%28.62%22.09%0.79%
CCAP
CRESCENT CAPITAL BDC INC
$540.36M$14.58$16.3312.02%Hold3-11.65%38.43%8.82%3.85%
PFLT
PENNANTPARK FLOATING RATE CAPITAL LTD
$1.05B$10.63$11.003.48%Buy511.74%35.58%10.74%4.64%
SCM
STELLUS CAPITAL INVESTMENT CORP
$429.08M$15.10$13.00-13.91%Hold1-1.72%-5.42%9.43%3.48%
CRBG
COREBRIDGE FINANCIAL INC
$18.89B$34.33$40.1016.81%Buy107.77%85.80%33.53%1.03%
BN
BROOKFIELD CORP
$104.23B$63.33$70.1710.80%Strong Buy6-68.82%301.38%20.84%1.92%
NTRS
NORTHERN TRUST CORP
$24.04B$123.60$113.00-8.58%Hold10-1.56%-7.75%15.26%1.19%
MAAS
MAASE INC
$15.73M$3.80N/AN/AN/AN/AN/AN/AN/AN/A
ARCC
ARES CAPITAL CORP
$15.69B$22.75$22.33-1.83%Strong Buy6-1.11%-0.91%10.15%4.90%
HLNE
HAMILTON LANE INC
$7.80B$145.72$160.259.97%Hold46.15%3.34%43.45%18.44%
APO
APOLLO GLOBAL MANAGEMENT INC
$83.28B$145.72$162.9111.80%Strong Buy11-54.89%23.24%32.94%1.50%
CION
CION INVESTMENT CORP
$521.61M$9.90$9.00-9.09%Strong Sell1-7.86%N/A8.84%3.53%
KKR
KKR & CO INC
$122.20B$137.21$148.938.54%Strong Buy14-35.70%55.37%N/AN/A
INV
INNVENTURE INC
$265.30M$4.96$14.00182.26%Strong Buy2858.45%N/A-10.70%-4.24%
CWD
CALIBERCOS INC
$4.34M$3.33N/AN/AN/AN/AN/AN/A-4.12%0.63%
PWM
PRESTIGE WEALTH INC
$6.16M$0.43N/AN/AN/AN/AN/AN/AN/AN/A
RMCO
ROYALTY MANAGEMENT HOLDING CORP
$19.57M$1.31N/AN/AN/AN/AN/AN/AN/AN/A
STEC
SANTECH HOLDINGS LTD
$20.30M$0.73N/AN/AN/AN/AN/AN/AN/AN/A
AMTD
AMTD IDEA GROUP
$88.50M$1.09N/AN/AN/AN/AN/AN/AN/AN/A
RAND
RAND CAPITAL CORP
$54.41M$18.32N/AN/AN/AN/AN/AN/AN/AN/A
TGE
GENERATION ESSENTIALS GROUP
$116.85M$6.11N/AN/AN/AN/AN/AN/AN/AN/A
MGLD
MARYGOLD COMPANIES INC
$36.41M$0.85N/AN/AN/AN/AN/AN/AN/AN/A
ICMB
INVESTCORP CREDIT MANAGEMENT BDC INC
$41.08M$2.85N/AN/AN/AN/AN/AN/AN/AN/A
HNNA
HENNESSY ADVISORS INC
$94.36M$12.12N/AN/AN/AN/AN/AN/AN/AN/A
BRDG
BRIDGE INVESTMENT GROUP HOLDINGS INC
$1.27B$10.28$11.259.44%Hold2-17.13%N/A187.71%11.61%
AC
ASSOCIATED CAPITAL GROUP INC
$788.44M$37.30N/AN/AN/AN/AN/AN/AN/AN/A
EQS
EQUUS TOTAL RETURN INC
$19.36M$1.43N/AN/AN/AN/AN/AN/AN/AN/A
BCG
BINAH CAPITAL GROUP INC
$32.87M$1.98N/AN/AN/AN/AN/AN/AN/AN/A
LRFC
LOGAN RIDGE FINANCE CORP
$50.68M$19.08N/AN/AN/AN/AN/AN/A4.72%2.06%
BENF
BENEFICIENT
$2.62M$0.30N/AN/AN/AN/AN/A-62.50%-6.18%2.58%
AMOD
ALPHA MODUS HOLDINGS INC
$16.73M$1.21N/AN/AN/AN/AN/AN/AN/AN/A

Asset Management Stocks FAQ

What are the best asset management stocks to buy right now in Jul 2025?

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. Federated Hermes (NYSE:FHI)


Federated Hermes (NYSE:FHI) is the #1 top asset management stock out of 102 with a Zen Rating of A. Stocks with a rating of A have had an average return of +32.52% per year. Learn more.

The Component Grade breakdown for Federated Hermes (NYSE:FHI) is: Value: C, Growth: B, Momentum: C, Sentiment: B, Safety: C, Financials: A, and AI: C.

Federated Hermes (NYSE:FHI) has a Due Diligence Score of 48, which is 15 points higher than the asset management industry average of 33.

FHI passed 18 out of 38 due diligence checks and has strong fundamentals. Federated Hermes has seen its stock return 33.52% over the past year, overperforming other asset management stocks by 28 percentage points.

Federated Hermes has an average 1 year price target of $41.80, a downside of -7.79% from Federated Hermes's current stock price of $45.33.

Federated Hermes stock has a consensus Hold recommendation according to Wall Street analysts. Of the 5 analysts covering Federated Hermes, 0% have issued a Strong Buy rating, 20% have issued a Buy, 60% have issued a hold, while 0% have issued a Sell rating, and 20% 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 102 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 Acadian Asset Management (NYSE:AAMI) is: Value: C, Growth: C, Momentum: B, Sentiment: A, Safety: C, Financials: B, and AI: B.

Acadian Asset Management (NYSE:AAMI) has a Due Diligence Score of 44, which is 11 points higher than the asset management industry average of 33.

AAMI passed 18 out of 38 due diligence checks and has strong fundamentals. Acadian Asset Management has seen its stock return 59.4% over the past year, overperforming other asset management stocks by 54 percentage points.

Acadian Asset Management has an average 1 year price target of $30.33, a downside of -21.72% from Acadian Asset Management's current stock price of $38.75.

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. Affiliated Managers Group (NYSE:AMG)


Affiliated Managers Group (NYSE:AMG) is the #3 top asset management stock out of 102 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 45, which is 12 points higher than the asset management industry average of 33.

AMG passed 18 out of 38 due diligence checks and has strong fundamentals. Affiliated Managers Group has seen its stock return 18.93% over the past year, overperforming other asset management stocks by 14 percentage points.

Affiliated Managers Group has an average 1 year price target of $202.60, an upside of 1.19% from Affiliated Managers Group's current stock price of $200.22.

Affiliated Managers Group stock has a consensus Buy recommendation according to Wall Street analysts. Of the 5 analysts covering Affiliated Managers Group, 40% have issued a Strong Buy rating, 20% have issued a Buy, 40% 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 82 asset management stocks that have issued dividends in the past year, the 3 asset management stocks with the highest dividend yields are:

1. Noah Holdings (NYSE:NOAH)


Noah Holdings (NYSE:NOAH) has an annual dividend yield of N/A, which is N/A percentage points lower than the asset management industry average of 6.43%. Noah Holdings's dividend payout is stable, having never dropped by more than 10% in the last 10 years. Noah Holdings's dividend has shown consistent growth over the last 10 years.

2. Portman Ridge Finance (NASDAQ:PTMN)


Portman Ridge Finance (NASDAQ:PTMN) has an annual dividend yield of 18.6%, which is 12 percentage points higher than the asset management industry average of 6.43%. Portman Ridge Finance's dividend payout is not stable, having dropped more than 10% six times in the last 10 years. Portman Ridge Finance's dividend has shown consistent growth over the last 10 years.

Portman Ridge Finance's dividend payout ratio of -231% 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 18.13%, which is 12 percentage points higher than the asset management industry average of 6.43%. Prospect Capital's dividend payout is not stable, having dropped more than 10% two 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 -73.3% 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 -2.85% in the last day, and down -0.76% over the last week. State Street was the among the top losers in the asset management industry, dropping -7.29% yesterday.

State Street shares are trading lower after the company reported worse-than-expected Q2 EPS 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 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 32 points higher than the asset management industry average of 39. It passed 5 out of 7 valuation due diligence checks.

Virtus Investment Partners's stock has dropped -13.12% in the past year. It has underperformed other stocks in the asset management industry by -18 percentage points.

2. Trinity Capital (NASDAQ:TRIN)


Trinity Capital (NASDAQ:TRIN) 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.

Trinity Capital has a valuation score of 43, which is 4 points higher than the asset management industry average of 39. It passed 3 out of 7 valuation due diligence checks.

Trinity Capital's stock has gained 2.61% in the past year. It has underperformed 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 71, which is 32 points higher than the asset management industry average of 39. It passed 5 out of 7 valuation due diligence checks.

Triplepoint Venture Growth Bdc's stock has dropped -13.45% in the past year. It has underperformed other stocks in the asset management industry by -19 percentage points.

Are asset management stocks a good buy now?

35.71% of asset management stocks rated by analysts are a hold right now. On average, analysts expect asset management stocks to rise by 3.44% over the next year.

1.2% of asset management stocks have a Zen Rating of A (Strong Buy), 2.41% of asset management stocks are rated B (Buy), 84.34% are rated C (Hold), 9.64% are rated D (Sell), and 2.41% 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 138.32x.
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.