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 +32.52% 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 111th ranked industry out of 146 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
$2.93B$82.33$62.50-24.09%Hold419.24%59.61%264.34%36.73%
RPC
RIDGEPOST CAPITAL INC
$916.32M$8.37$12.0043.37%Strong Buy114.99%134.97%42.50%16.41%
SII
SPROTT INC
$3.37B$130.60$230.0076.11%Buy1N/AN/AN/AN/A
VCTR
VICTORY CAPITAL HOLDINGS INC
$5.46B$87.32$79.75-8.67%Hold46.83%31.49%23.69%13.50%
WHG
WESTWOOD HOLDINGS GROUP INC
$171.92M$18.12N/AN/AN/AN/AN/AN/AN/AN/A
WT
WISDOMTREE INC
$2.82B$18.47$17.67-4.35%Hold319.62%74.46%44.94%11.97%
BEN
FRANKLIN RESOURCES INC
$17.24B$33.18$32.00-3.56%Buy6-3.38%36.21%13.66%4.86%
PSEC
PROSPECT CAPITAL CORP
$1.13B$2.25$2.00-11.11%Strong Sell1-3.36%N/A6.92%3.20%
AMG
AFFILIATED MANAGERS GROUP INC
$9.44B$357.50$386.678.16%Strong Buy311.00%20.06%36.86%12.12%
SSSS
SURO CAPITAL CORP
$339.43M$13.02$16.0022.89%Strong Buy3-62.80%-40.58%-4.08%-3.41%
SEIC
SEI INVESTMENTS CO
$10.91B$90.73$104.2514.90%Strong Buy48.46%8.36%43.53%32.57%
IVZ
INVESCO LTD
$12.94B$29.20$30.143.21%Buy11-4.41%N/A12.93%5.90%
NTRS
NORTHERN TRUST CORP
$32.35B$174.84$167.64-4.12%Hold115.14%11.51%20.43%1.52%
NOAH
NOAH HOLDINGS LTD
$724.71M$10.50$10.752.38%Hold24.20%N/A36.06%30.84%
AMP
AMERIPRISE FINANCIAL INC
$42.37B$471.33$530.5012.55%Hold64.14%8.84%89.89%3.03%
BLK
BLACKROCK INC
$163.34B$1,052.23$1.27k20.58%Strong Buy1111.46%20.59%21.31%7.10%
GLAD
GLADSTONE CAPITAL CORP
$435.59M$19.28N/AN/AN/AN/A7.92%5.16%9.41%4.91%
PAX
PATRIA INVESTMENTS LTD
$1.85B$11.62$18.0054.91%Buy212.89%70.87%59.93%19.28%
FHI
FEDERATED HERMES INC
$4.46B$58.75$53.67-8.65%Sell35.66%5.84%41.89%23.53%
TROW
PRICE T ROWE GROUP INC
$23.34B$108.94$99.89-8.31%Sell92.29%1.39%21.57%16.16%
OWL
BLUE OWL CAPITAL INC
$15.34B$9.84$12.7329.34%Buy117.02%105.68%88.73%15.01%
VINP
VINCI COMPASS INVESTMENTS LTD
$658.80M$10.07$15.0048.96%Strong Buy1156.54%173.63%112.72%58.14%
BCIC
BCP INVESTMENT CORP
$92.21M$7.45$9.0020.81%Hold1-4.88%N/A8.77%3.11%
PFLT
PENNANTPARK FLOATING RATE CAPITAL LTD
$778.86M$7.85$9.6723.15%Strong Buy31.61%33.12%10.43%3.94%
KKR
KKR & CO INC
$88.86B$98.97$122.5023.77%Strong Buy10-11.99%40.56%28.06%2.08%
BCSF
BAIN CAPITAL SPECIALTY FINANCE INC
$808.91M$12.47$14.0012.27%Buy2-3.82%16.56%8.41%3.54%
TRIN
TRINITY CAPITAL INC
$1.52B$16.90$15.50-8.28%Sell210.79%3.80%14.62%6.67%
TCPC
BLACKROCK TCP CAPITAL CORP
$291.98M$3.48$3.500.57%Strong Sell2-13.47%N/A8.86%3.32%
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC
$2.59B$36.45$38.335.17%Hold33.50%1.45%76.69%20.70%
CSWC
CAPITAL SOUTHWEST CORP
$1.44B$23.23$24.505.47%Strong Buy111.24%7.42%14.04%6.52%
HRZN
HORIZON TECHNOLOGY FINANCE CORP
$298.30M$4.37$5.2520.14%Hold37.26%22.73%15.33%6.46%
GCMG
GCM GROSVENOR INC
$2.36B$11.68$15.0028.42%Strong Buy35.03%-5.46%845.62%31.30%
AB
ALLIANCEBERNSTEIN HOLDING LP
$3.40B$36.45$40.009.74%Hold3137.08%10.94%33.94%33.94%
CNS
COHEN & STEERS INC
$3.93B$76.53$75.00-2.00%Buy10.45%6.56%36.77%24.24%
STEP
STEPSTONE GROUP INC
$5.77B$48.31$70.0044.90%Strong Buy6-1.47%N/A-103.91%6.35%
ALTI
ALTI GLOBAL INC
$441.21M$2.91N/AN/AN/AN/A12.54%N/A11.00%5.98%
BN
BROOKFIELD CORP
$102.04B$45.67$59.2529.74%Strong Buy4-59.73%173.47%23.46%2.11%
CION
CION INVESTMENT CORP
$344.54M$6.92$6.50-6.07%Strong Sell1-10.68%N/A7.47%2.67%
SCM
STELLUS CAPITAL INVESTMENT CORP
$254.74M$8.80$10.0013.64%Buy2-0.29%11.81%8.13%2.95%
BX
BLACKSTONE INC
$94.99B$127.87$150.6217.79%Buy1313.52%30.47%82.22%14.24%
FDUS
FIDUS INVESTMENT CORP
$696.08M$18.34$19.506.32%Buy13.00%-6.00%9.39%4.83%
TPVG
TRIPLEPOINT VENTURE GROWTH BDC CORP
$208.27M$5.13$5.6710.47%Sell31.17%-11.95%8.14%3.54%
WHF
WHITEHORSE FINANCE INC
$137.45M$6.36N/AN/AN/AN/A-5.22%156.20%8.79%3.63%
STT
STATE STREET CORP
$47.41B$171.29$161.13-5.93%Buy124.90%16.24%15.49%1.10%
HLNE
HAMILTON LANE INC
$4.84B$87.22$148.3370.07%Buy616.16%12.56%50.56%20.08%
VRTS
VIRTUS INVESTMENT PARTNERS INC
$957.75M$143.33$134.50-6.16%Sell4-5.20%22.37%19.56%3.93%
PNNT
PENNANTPARK INVESTMENT CORP
$242.25M$3.71$4.8330.27%Hold3-4.29%62.90%6.37%2.22%
MFIC
MIDCAP FINANCIAL INVESTMENT CORP
$832.79M$10.11$11.008.80%Hold5-10.51%415.28%9.00%3.45%
INV
INNVENTURE INC
$505.11M$6.01N/AN/AN/AN/A996.31%N/A-26.97%-10.19%
BNY
BANK OF NEW YORK MELLON CORP
$99.15B$144.45$140.70-2.60%Buy104.21%9.80%17.18%1.37%
PFG
PRINCIPAL FINANCIAL GROUP INC
$24.01B$111.17$96.91-12.83%Hold116.63%16.56%24.10%0.86%
GECC
GREAT ELM CAPITAL CORP
$76.82M$5.53N/AN/AN/AN/A-9.66%N/A13.45%5.11%
TPG
TPG INC
$17.16B$44.64$55.7824.95%Strong Buy9-5.19%77.63%156.50%13.33%
HTGC
HERCULES CAPITAL INC
$2.93B$15.65$17.9014.38%Buy56.72%4.84%16.41%7.57%
NMFC
NEW MOUNTAIN FINANCE CORP
$713.12M$7.55$8.178.17%Hold3-8.85%N/A9.32%4.01%
OFS
OFS CAPITAL CORP
$52.92M$3.95N/AN/AN/AN/A2.28%N/A6.44%2.23%
MAAS
MAASE INC
$252.77M$15.88N/AN/AN/AN/AN/AN/AN/AN/A
BAM
BROOKFIELD ASSET MANAGEMENT LTD
$77.57B$48.58$55.8614.98%Buy716.30%17.98%60.28%25.51%
CGBD
CARLYLE SECURED LENDING INC
$767.94M$11.05$11.00-0.45%Buy2-3.62%42.79%9.02%3.94%
ARES
ARES MANAGEMENT CORP
$29.97B$134.98$156.3915.86%Strong Buy137.18%60.07%51.04%7.24%
ARCC
ARES CAPITAL CORP
$13.37B$18.62$20.439.72%Buy72.02%9.30%9.74%4.46%
GAIN
GLADSTONE INVESTMENT CORPORATION
$604.90M$15.19$17.0011.92%Buy15.54%-55.77%5.56%2.81%
NCDL
NUVEEN CHURCHILL DIRECT LENDING CORP
$620.80M$12.57$14.4414.86%Hold4-5.08%0.94%8.39%3.54%
SLRC
SLR INVESTMENT CORP
$681.93M$12.50$14.0012.00%Sell4-3.31%-8.41%7.36%2.87%
PS
PERSHING SQUARE INC
$13.68B$34.21$43.0025.69%Buy5N/AN/A58.61%49.61%
GBDC
GOLUB CAPITAL BDC INC
$3.33B$12.77$14.009.63%Strong Buy4-3.66%21.00%9.04%3.97%
SAR
SARATOGA INVESTMENT CORP
$361.47M$22.22N/AN/AN/AN/A2.22%0.21%9.53%3.31%
MAIN
MAIN STREET CAPITAL CORP
$4.79B$51.46$57.7512.22%Buy46.16%-7.79%12.66%6.72%
BXSL
BLACKSTONE SECURED LENDING FUND
$5.54B$23.80$25.225.97%Buy9-1.58%17.22%9.48%4.01%
GSBD
GOLDMAN SACHS BDC INC
$1.05B$9.31$8.50-8.70%Sell2-6.01%31.22%8.72%3.57%
CCAP
CRESCENT CAPITAL BDC INC
$418.57M$11.36$13.9022.36%Buy5-3.84%92.53%8.14%3.39%
FSK
FS KKR CAPITAL CORP
$3.02B$10.78$10.921.27%Hold6-13.99%N/A7.19%2.96%
CG
CARLYLE GROUP INC
$16.86B$46.83$62.1132.63%Buy913.81%59.68%41.80%7.57%
OXSQ
OXFORD SQUARE CAPITAL CORP
$124.39M$1.33N/AN/AN/AN/A6.84%N/A17.03%7.53%
PSBD
PALMER SQUARE CAPITAL BDC INC
$333.93M$10.73$10.881.35%Hold4-13.28%N/A11.12%3.95%
TSLX
SIXTH STREET SPECIALTY LENDING INC
$1.58B$16.59$20.0020.55%Buy7-3.27%26.37%11.25%5.11%
SAMG
SILVERCREST ASSET MANAGEMENT GROUP INC
$127.01M$10.72N/AN/AN/AN/A4.90%62.74%45.33%15.99%
APO
APOLLO GLOBAL MANAGEMENT INC
$79.84B$138.48$146.005.43%Strong Buy11-0.17%98.83%38.43%1.64%
BUR
BURFORD CAPITAL LTD
$970.48M$4.43$5.0012.87%Hold1N/AN/AN/AN/A
PFX
PHENIXFIN CORP
$84.75M$43.85N/AN/AN/AN/A-6.17%N/A2.50%1.26%
BENF
BENEFICIENT
$48.97M$3.45N/AN/AN/AN/AN/AN/AN/A-25.45%
RAND
RAND CAPITAL CORP
$30.72M$10.35N/AN/AN/AN/AN/AN/AN/AN/A
EQS
EQUUS TOTAL RETURN INC
$17.04M$1.22N/AN/AN/AN/AN/AN/AN/AN/A
TGE
GENERATION ESSENTIALS GROUP
$46.52M$0.96N/AN/AN/AN/AN/AN/AN/AN/A
GROW
U S GLOBAL INVESTORS INC
$76.45M$2.91N/AN/AN/AN/AN/AN/AN/AN/A
WTF
WATON FINANCIAL LTD
$119.15M$2.47N/AN/AN/AN/AN/AN/AN/AN/A
GEG
GREAT ELM GROUP INC
$73.69M$2.35N/AN/AN/AN/AN/AN/A66.54%23.71%
HNNA
HENNESSY ADVISORS INC
$78.08M$9.88N/AN/AN/AN/AN/AN/AN/AN/A
JHG
JANUS HENDERSON GROUP PLC
$7.98B$51.82$49.00-5.44%Hold3-1.99%-1.25%14.82%9.83%
RMCO
ROYALTY MANAGEMENT HOLDING CORP
$40.32M$2.66N/AN/AN/AN/A114.77%N/A142.14%111.09%
AMTD
AMTD IDEA GROUP
$93.98M$0.98N/AN/AN/AN/AN/AN/AN/AN/A
BVC
BITVENTURES LTD
$106.95M$13.39N/AN/AN/AN/AN/AN/AN/AN/A
AURE
AURELION INC
$18.59M$2.36N/AN/AN/AN/AN/AN/AN/AN/A
CRBG
COREBRIDGE FINANCIAL INC
$13.34B$29.21$35.0019.82%Buy137.80%152.63%34.71%0.92%
ALP
ALPHA COMPUTE CORP
$1.41M$0.25$2.00713.01%Buy1N/AN/A-0.60%-0.19%
ICMB
INVESTCORP CREDIT MANAGEMENT BDC INC
$16.89M$1.17N/AN/AN/AN/A35.54%N/A3.91%1.25%
CWD
CALIBERCOS INC
$6.81M$0.77N/AN/AN/AN/A14.55%N/A299.28%2.09%
MLCI
MOUNT LOGAN CAPITAL INC
$31.78M$2.84N/AN/AN/AN/AN/AN/AN/AN/A
BCG
BINAH CAPITAL GROUP INC
$26.90M$1.60N/AN/AN/AN/AN/AN/AN/AN/A
MGLD
MARYGOLD COMPANIES INC
$49.23M$1.15N/AN/AN/AN/AN/AN/AN/AN/A

Asset Management Stocks FAQ

What are the best asset management stocks to buy right now in Jun 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 +32.52% per year. Learn more.

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

Acadian Asset Management (NYSE:AAMI) has a Due Diligence Score of 34, which is 3 points higher than the asset management industry average of 31.

AAMI passed 14 out of 38 due diligence checks and has average fundamentals. Acadian Asset Management has seen its stock return 159.72% over the past year, overperforming other asset management stocks by 152 percentage points.

Acadian Asset Management has an average 1 year price target of $62.50, a downside of -24.09% from Acadian Asset Management's current stock price of $82.33.

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. Ridgepost Capital (NYSE:RPC)


Ridgepost Capital (NYSE:RPC) is the #2 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 +32.52% per year. Learn more.

The Component Grade breakdown for Ridgepost Capital (NYSE:RPC) is: Value: C, Growth: A, Momentum: C, Sentiment: C, Safety: C, Financials: C, and AI: B.

Ridgepost Capital (NYSE:RPC) has a Due Diligence Score of 49, which is 18 points higher than the asset management industry average of 31.

RPC passed 18 out of 38 due diligence checks and has strong fundamentals. Ridgepost Capital has seen its stock lose -10.39% over the past year, underperforming other asset management stocks by -18 percentage points.

Ridgepost Capital has an average 1 year price target of $12.00, an upside of 43.37% from Ridgepost Capital's current stock price of $8.37.

Ridgepost Capital stock has a consensus Strong Buy recommendation according to Wall Street analysts. Of the 1 analyst covering Ridgepost Capital, 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.

3. Sprott (NYSE:SII)


Sprott (NYSE:SII) 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 +19.88% per year. Learn more.

The Component Grade breakdown for Sprott (NYSE:SII) is: Value: D, Growth: B, Momentum: C, Sentiment: B, Safety: D, Financials: B, and AI: C.

Sprott (NYSE:SII) has a Due Diligence Score of 34, which is 3 points higher than the asset management industry average of 31.

SII passed 14 out of 38 due diligence checks and has average fundamentals. Sprott has seen its stock return 102.23% over the past year, overperforming other asset management stocks by 95 percentage points.

Sprott has an average 1 year price target of $230.00, an upside of 76.11% from Sprott's current stock price of $130.60.

Sprott stock has a consensus Buy recommendation according to Wall Street analysts. Of the 1 analyst covering Sprott, 0% have issued a Strong Buy rating, 100% have issued a Buy, 0% 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 80 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 31.58%, which is 22 percentage points higher than the asset management industry average of 9.31%. 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.

2. Ofs Capital (NASDAQ:OFS)


Ofs Capital (NASDAQ:OFS) has an annual dividend yield of 25.82%, which is 17 percentage points higher than the asset management industry average of 9.31%. Ofs Capital's dividend payout is not stable, having dropped more than 10% two times in the last 10 years. Ofs Capital's dividend has not shown consistent growth over the last 10 years.

Ofs Capital's dividend payout ratio of -36.6% 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 25.29%, which is 16 percentage points higher than the asset management industry average of 9.31%. 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 up?

Asset management stocks were up 1.17% in the last day, and up 3.36% over the last week. Bitventures was the among the top gainers in the asset management industry, gaining 18.18% yesterday.

BitVentures shares are trading higher. The company reported H1 financial 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 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 40 points higher than the asset management industry average of 31. It passed 5 out of 7 valuation due diligence checks.

Virtus Investment Partners's stock has dropped -18.01% in the past year. It has underperformed other stocks in the asset management industry by -26 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 B. Valuation is one of 7 Component Grades used to calculate the overall Zen Rating.

Noah Holdings has a valuation score of 14, which is -17 points higher than the asset management industry average of 31. 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 "B".

Noah Holdings's stock has dropped -15.39% 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 12 points higher than the asset management industry average of 31. It passed 3 out of 7 valuation due diligence checks.

Triplepoint Venture Growth Bdc's stock has dropped -22.97% in the past year. It has underperformed other stocks in the asset management industry by -31 percentage points.

Are asset management stocks a good buy now?

36.62% of asset management stocks rated by analysts are a buy right now. On average, analysts expect asset management stocks to rise by 12.76% over the next year.

2.53% of asset management stocks have a Zen Rating of A (Strong Buy), 7.59% of asset management stocks are rated B (Buy), 65.82% are rated C (Hold), 22.78% are rated D (Sell), and 1.27% 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 35.08x.
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.