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 82nd 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
SSSS
SURO CAPITAL CORP
$205.61M$8.73$9.508.82%Strong Buy4N/AN/AN/AN/A
AAMI
ACADIAN ASSET MANAGEMENT INC
$1.75B$48.98$35.33-27.86%Hold314.73%35.20%195.42%26.69%
DHIL
DIAMOND HILL INVESTMENT GROUP INC
$404.93M$148.59N/AN/AN/AN/AN/AN/AN/AN/A
WHG
WESTWOOD HOLDINGS GROUP INC
$175.96M$18.76N/AN/AN/AN/AN/AN/AN/AN/A
FHI
FEDERATED HERMES INC
$4.15B$53.53$49.50-7.53%Hold43.64%1.26%34.89%18.07%
AMG
AFFILIATED MANAGERS GROUP INC
$6.39B$224.94$232.503.36%Strong Buy43.16%36.73%28.22%10.38%
JHG
JANUS HENDERSON GROUP PLC
$6.83B$43.76$43.33-0.98%Buy65.95%22.80%14.45%9.25%
GECC
GREAT ELM CAPITAL CORP
$129.57M$11.20N/AN/AN/AN/A3.70%-1.27%11.85%4.06%
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC
$3.29B$46.72$44.50-4.75%Buy4-38.57%2.23%76.78%20.29%
GCMG
GCM GROSVENOR INC
$2.53B$13.05$17.0030.27%Strong Buy24.87%34.48%-528.00%25.79%
WT
WISDOMTREE INC
$1.95B$13.23$13.13-0.73%Hold37.45%46.59%31.07%12.96%
NOAH
NOAH HOLDINGS LTD
$841.23M$12.55$11.50-8.37%Strong Buy13.07%N/A42.54%36.38%
TPG
TPG INC
$23.03B$60.94$60.89-0.08%Strong Buy9-20.80%299.29%144.51%11.98%
SWKH
SWK HOLDINGS CORP
$178.57M$14.70$18.0022.45%Strong Buy1N/AN/AN/AN/A
PAX
PATRIA INVESTMENTS LTD
$2.06B$13.42N/AN/AN/AN/A-1.28%75.22%N/A19.34%
CSWC
CAPITAL SOUTHWEST CORP
$1.25B$22.54$24.137.03%Buy49.66%19.17%14.31%6.97%
VINP
VINCI PARTNERS INVESTMENTS LTD
$693.84M$10.10$14.0038.61%Strong Buy113.54%29.45%N/AN/A
VCTR
VICTORY CAPITAL HOLDINGS INC
$4.83B$71.78$72.711.30%Buy726.00%19.08%40.47%17.93%
SAR
SARATOGA INVESTMENT CORP
$395.62M$25.25$24.25-3.96%Hold1-4.76%2.47%10.17%3.35%
VRTS
VIRTUS INVESTMENT PARTNERS INC
$1.38B$200.26$188.25-6.00%Sell4-6.61%25.42%21.97%5.32%
TRIN
TRINITY CAPITAL INC
$1.11B$15.81$15.75-0.38%Buy46.98%-9.70%16.12%7.28%
FDUS
FIDUS INVESTMENT CORP
$746.80M$21.33$22.003.14%Hold22.85%-10.73%10.29%5.62%
BUR
BURFORD CAPITAL LTD
$3.06B$13.98$18.0028.76%Buy1-0.74%26.57%17.20%6.77%
PX
P10 INC
$1.40B$12.75$15.3820.59%Strong Buy47.89%184.87%41.00%14.85%
BCSF
BAIN CAPITAL SPECIALTY FINANCE INC
$1.00B$15.47$16.506.66%Buy2N/A11.45%9.57%3.93%
TROW
PRICE T ROWE GROUP INC
$23.79B$108.29$99.20-8.39%Sell102.17%2.14%19.74%14.54%
TSLX
SIXTH STREET SPECIALTY LENDING INC
$2.27B$24.09$23.70-1.62%Strong Buy5-4.49%1.70%11.77%5.57%
PSEC
PROSPECT CAPITAL CORP
$1.30B$2.87$3.004.53%Strong Sell1N/AN/AN/AN/A
CRBG
COREBRIDGE FINANCIAL INC
$18.84B$34.97$40.1014.67%Buy1010.00%N/A30.65%0.94%
GBDC
GOLUB CAPITAL BDC INC
$3.94B$14.78$15.001.49%Buy3-0.36%9.09%10.00%4.33%
BX
BLACKSTONE INC
$124.40B$170.50$170.930.25%Buy1413.80%42.10%80.88%14.26%
PNNT
PENNANTPARK INVESTMENT CORP
$466.87M$7.15$6.33-11.43%Sell3-5.20%-4.64%9.92%3.80%
KKR
KKR & CO INC
$126.27B$141.77$152.577.62%Strong Buy14-35.30%57.15%N/AN/A
BLK
BLACKROCK INC
$177.80B$1,148.17$1.13k-1.40%Strong Buy1111.56%12.55%18.82%6.31%
HTGC
HERCULES CAPITAL INC
$3.49B$19.23$20.707.64%Buy55.09%15.83%18.50%9.29%
SEIC
SEI INVESTMENTS CO
$11.14B$90.15$98.869.66%Buy74.89%2.76%37.54%33.42%
SII
SPROTT INC
$1.68B$65.28N/AN/AN/AN/AN/AN/AN/AN/A
ALTI
ALTI GLOBAL INC
$636.48M$4.34N/AN/AN/AN/A10.11%N/A8.13%4.48%
MAIN
MAIN STREET CAPITAL CORP
$5.79B$65.09$59.75-8.20%Hold43.59%-30.90%12.50%6.73%
CION
CION INVESTMENT CORP
$557.85M$10.71$8.50-20.63%Strong Sell1-5.67%N/A9.34%3.77%
STT
STATE STREET CORP
$32.76B$115.48$117.501.75%Strong Buy102.97%10.57%12.83%0.93%
HRZN
HORIZON TECHNOLOGY FINANCE CORP
$281.68M$6.98$7.679.84%Hold3-1.17%N/A13.28%5.14%
PFG
PRINCIPAL FINANCIAL GROUP INC
$17.98B$80.72$84.865.13%Hold75.82%26.36%21.56%0.76%
NMFC
NEW MOUNTAIN FINANCE CORP
$1.11B$10.39$10.501.06%Hold2-5.28%68.68%10.39%4.30%
BEN
FRANKLIN RESOURCES INC
$13.18B$25.39$23.44-7.69%Sell8-1.38%118.81%11.98%4.49%
AMP
AMERIPRISE FINANCIAL INC
$48.73B$516.92$548.676.14%Hold63.56%11.05%83.55%2.75%
PTMN
PORTMAN RIDGE FINANCE CORP
$112.92M$12.27$14.0014.10%Hold1-14.64%N/A10.93%4.32%
OWL
BLUE OWL CAPITAL INC
$29.13B$18.80$23.5025.00%Strong Buy913.68%116.76%94.26%18.05%
CNS
COHEN & STEERS INC
$3.89B$76.27$72.00-5.60%Hold2N/A-4.40%32.13%22.61%
SAMG
SILVERCREST ASSET MANAGEMENT GROUP INC
$210.88M$16.78N/AN/AN/AN/A2.51%26.14%23.93%10.12%
BAM
BROOKFIELD ASSET MANAGEMENT LTD
$98.46B$61.06$64.285.28%Buy820.22%N/A41.55%23.57%
AB
ALLIANCEBERNSTEIN HOLDING LP
$4.44B$40.20$40.00-0.50%Hold5202.77%4.79%22.87%22.87%
CG
CARLYLE GROUP INC
$23.37B$64.71$58.27-9.95%Buy11-7.64%25.97%35.22%8.15%
BBUC
BROOKFIELD BUSINESS CORP
$2.50B$34.20N/AN/AN/AN/AN/AN/AN/AN/A
CCAP
CRESCENT CAPITAL BDC INC
$566.30M$15.28$16.336.89%Hold3-7.25%54.17%9.03%3.95%
ARES
ARES MANAGEMENT CORP
$59.13B$181.07$189.004.38%Strong Buy1019.60%63.28%66.36%10.87%
GLAD
GLADSTONE CAPITAL CORP
$591.29M$26.48$26.00-1.81%Hold1-1.30%-40.71%9.55%5.81%
MFIC
MIDCAP FINANCIAL INVESTMENT CORP
$1.23B$13.13$13.502.82%Strong Buy40.08%19.37%10.17%4.04%
IVZ
INVESCO LTD
$9.61B$21.55$17.88-17.05%Hold10-10.84%53.13%7.94%3.87%
GSBD
GOLDMAN SACHS BDC INC
$1.34B$11.43$10.00-12.51%Strong Sell1-12.35%240.00%10.31%4.55%
TPVG
TRIPLEPOINT VENTURE GROWTH BDC CORP
$259.28M$6.43$6.754.98%Hold5-4.22%10.36%12.14%5.37%
HLNE
HAMILTON LANE INC
$8.73B$156.75$158.000.80%Hold412.23%9.09%50.34%21.20%
GAIN
GLADSTONE INVESTMENT CORPORATION
$536.22M$14.03N/AN/AN/AN/A2.53%-34.25%7.39%3.40%
CGBD
CARLYLE SECURED LENDING INC
$1.02B$13.99$14.634.54%Hold4-10.58%13.72%9.74%4.53%
BN
BROOKFIELD CORP
$108.51B$65.93$73.1710.98%Strong Buy6-60.87%226.97%20.45%1.88%
TCPC
BLACKROCK TCP CAPITAL CORP
$602.06M$7.08$6.75-4.66%Sell2-12.22%N/A10.97%4.19%
WHF
WHITEHORSE FINANCE INC
$198.26M$8.53$9.005.51%Sell2-9.24%67.18%8.59%3.56%
WTF
WATON FINANCIAL LTD
$233.57M$4.84N/AN/AN/AN/AN/AN/AN/AN/A
BK
BANK OF NEW YORK MELLON CORP
$72.32B$102.54$98.29-4.15%Buy72.93%9.85%14.29%1.29%
SLRC
SLR INVESTMENT CORP
$896.33M$16.43$16.13-1.86%Hold6-1.08%-0.13%8.63%3.38%
OXSQ
OXFORD SQUARE CAPITAL CORP
$173.24M$2.22N/AN/AN/AN/AN/AN/A11.90%6.81%
STEP
STEPSTONE GROUP INC
$7.18B$61.71$64.404.36%Hold59.76%N/A179.47%7.02%
APO
APOLLO GLOBAL MANAGEMENT INC
$76.77B$134.20$160.3019.45%Strong Buy10-55.48%26.92%30.73%1.42%
AMOD
ALPHA MODUS HOLDINGS INC
$47.41M$1.13N/AN/AN/AN/AN/AN/AN/AN/A
BXSL
BLACKSTONE SECURED LENDING FUND
$6.90B$29.98$31.003.40%Buy41.23%3.75%10.65%4.89%
SCM
STELLUS CAPITAL INVESTMENT CORP
$412.32M$14.51$13.00-10.41%Hold1-0.46%-7.99%9.08%3.30%
ARCC
ARES CAPITAL CORP
$15.74B$22.32$22.862.41%Strong Buy72.72%-1.37%9.70%4.68%
OFS
OFS CAPITAL CORP
$111.47M$8.32N/AN/AN/AN/A-6.29%34.21%7.15%2.64%
PFLT
PENNANTPARK FLOATING RATE CAPITAL LTD
$1.01B$10.19$10.957.46%Buy54.28%42.17%10.58%4.56%
FSK
FS KKR CAPITAL CORP
$5.06B$18.08$18.904.54%Hold5-4.81%71.45%9.94%4.18%
NTRS
NORTHERN TRUST CORP
$24.87B$130.06$116.50-10.43%Hold103.26%5.53%16.00%1.20%
INV
INNVENTURE INC
$247.63M$4.42$12.00171.49%Buy1365.24%N/A-15.72%-6.18%
BCG
BINAH CAPITAL GROUP INC
$33.20M$2.00N/AN/AN/AN/AN/AN/AN/AN/A
RAND
RAND CAPITAL CORP
$46.27M$15.58N/AN/AN/AN/AN/AN/AN/AN/A
GROW
U S GLOBAL INVESTORS INC
$32.27M$2.46N/AN/AN/AN/AN/AN/AN/AN/A
EQS
EQUUS TOTAL RETURN INC
$26.49M$1.95N/AN/AN/AN/AN/AN/AN/AN/A
AC
ASSOCIATED CAPITAL GROUP INC
$709.80M$33.58N/AN/AN/AN/AN/AN/AN/AN/A
MAAS
MAASE INC
$16.47M$3.98N/AN/AN/AN/AN/AN/AN/AN/A
TGE
GENERATION ESSENTIALS GROUP
$70.57M$3.69N/AN/AN/AN/AN/AN/AN/AN/A
AMTD
AMTD IDEA GROUP
$83.20M$1.02N/AN/AN/AN/AN/AN/AN/AN/A
PFX
PHENIXFIN CORP
$99.19M$49.50N/AN/AN/AN/A1.05%-31.37%2.29%1.17%
STEC
SANTECH HOLDINGS LTD
$16.30M$0.58N/AN/AN/AN/AN/AN/AN/AN/A
RMCO
ROYALTY MANAGEMENT HOLDING CORP
$26.21M$1.78N/AN/AN/AN/AN/AN/AN/AN/A
PWM
PRESTIGE WEALTH INC
$7.31M$0.51N/AN/AN/AN/AN/AN/AN/AN/A
MRCC
MONROE CAPITAL CORP
$157.51M$7.27$8.0010.04%Hold1-17.15%774.11%7.88%3.59%
ICMB
INVESTCORP CREDIT MANAGEMENT BDC INC
$41.13M$2.85N/AN/AN/AN/AN/AN/AN/AN/A
HNNA
HENNESSY ADVISORS INC
$87.06M$11.18N/AN/AN/AN/AN/AN/AN/AN/A
GEG
GREAT ELM GROUP INC
$69.01M$2.47N/AN/AN/AN/AN/AN/AN/AN/A
MGLD
MARYGOLD COMPANIES INC
$38.98M$0.91N/AN/AN/AN/AN/AN/AN/AN/A
CWD
CALIBERCOS INC
$4.11M$1.70N/AN/AN/AN/AN/AN/A-6.08%2.04%

Asset Management Stocks FAQ

What are the best asset management stocks to buy right now in Aug 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. Suro Capital (NASDAQ:SSSS)


Suro Capital (NASDAQ:SSSS) 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 Suro Capital (NASDAQ:SSSS) is: Value: B, Growth: C, Momentum: B, Sentiment: A, Safety: D, Financials: B, and AI: C.

Suro Capital (NASDAQ:SSSS) has a Due Diligence Score of 16, which is -16 points lower than the asset management industry average of 32. Although this number is below the industry average, our proven quant model rates SSSS as a "A".

SSSS passed 5 out of 38 due diligence checks and has weak fundamentals. Suro Capital has seen its stock return 118.25% over the past year, overperforming other asset management stocks by 102 percentage points.

Suro Capital has an average 1 year price target of $9.50, an upside of 8.82% from Suro Capital's current stock price of $8.73.

Suro Capital stock has a consensus Strong Buy recommendation according to Wall Street analysts. Of the 4 analysts covering Suro Capital, 25% have issued a Strong Buy rating, 75% 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 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 Acadian Asset Management (NYSE:AAMI) is: Value: C, Growth: C, Momentum: B, Sentiment: A, Safety: C, Financials: A, and AI: A.

Acadian Asset Management (NYSE:AAMI) has a Due Diligence Score of 47, which is 15 points higher than the asset management industry average of 32.

AAMI passed 19 out of 38 due diligence checks and has strong fundamentals. Acadian Asset Management has seen its stock return 111.12% over the past year, overperforming other asset management stocks by 95 percentage points.

Acadian Asset Management has an average 1 year price target of $35.33, a downside of -27.86% from Acadian Asset Management's current stock price of $48.98.

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. Diamond Hill Investment Group (NASDAQ:DHIL)


Diamond Hill Investment Group (NASDAQ:DHIL) 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 Diamond Hill Investment Group (NASDAQ:DHIL) is: Value: B, Growth: C, Momentum: C, Sentiment: C, Safety: B, Financials: A, and AI: B.

Diamond Hill Investment Group (NASDAQ:DHIL) has a Due Diligence Score of 42, which is 10 points higher than the asset management industry average of 32.

DHIL passed 15 out of 38 due diligence checks and has strong fundamentals. Diamond Hill Investment Group has seen its stock lose -5.41% over the past year, underperforming other asset management stocks by -22 percentage points.

What are the asset management stocks with highest dividends?

Out of 80 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 6.47%. 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. Prospect Capital (NASDAQ:PSEC)


Prospect Capital (NASDAQ:PSEC) has an annual dividend yield of 20.38%, which is 14 percentage points higher than the asset management industry average of 6.47%. 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.

3. Triplepoint Venture Growth Bdc (NYSE:TPVG)


Triplepoint Venture Growth Bdc (NYSE:TPVG) has an annual dividend yield of 18.66%, which is 12 percentage points higher than the asset management industry average of 6.47%. Triplepoint Venture Growth Bdc's dividend payout is not stable, having dropped more than 10% four times in the last 10 years. Triplepoint Venture Growth Bdc's dividend has not shown consistent growth over the last 10 years.

Triplepoint Venture Growth Bdc's dividend payout ratio of 116.5% 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 2.46% in the last day, and up 1.11% over the last week. Blackstone was the among the top gainers in the asset management industry, gaining 4.32% yesterday.

Shares of banking and broader financial services stocks are trading higher amid overall market strength after Fed Chair Powell said restrictive policy and shifting risks may warrant adjusting the Fed's stance.

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 34 points higher than the asset management industry average of 37. It passed 5 out of 7 valuation due diligence checks.

Virtus Investment Partners's stock has dropped -4.62% in the past year. It has underperformed other stocks in the asset management industry by -21 percentage points.

2. Great Elm Capital (NASDAQ:GECC)


Great Elm Capital (NASDAQ:GECC) 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.

Great Elm Capital has a valuation score of 43, which is 6 points higher than the asset management industry average of 37. It passed 3 out of 7 valuation due diligence checks.

Great Elm Capital's stock has gained 7.9% in the past year. It has underperformed other stocks in the asset management industry by -8 percentage points.

3. Diamond Hill Investment Group (NASDAQ:DHIL)


Diamond Hill Investment Group (NASDAQ:DHIL) 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.

Diamond Hill Investment Group has a valuation score of 71, which is 34 points higher than the asset management industry average of 37. It passed 5 out of 7 valuation due diligence checks.

Diamond Hill Investment Group's stock has dropped -5.41% in the past year. It has underperformed other stocks in the asset management industry by -22 percentage points.

Are asset management stocks a good buy now?

36.62% of asset management stocks rated by analysts are a hold right now. On average, analysts expect asset management stocks to rise by 1.22% over the next year.

2.44% of asset management stocks have a Zen Rating of A (Strong Buy), 6.1% of asset management stocks are rated B (Buy), 86.59% are rated C (Hold), 3.66% are rated D (Sell), and 1.22% 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 48.34x.
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.