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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.

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:

Rand Capital (NASDAQ:RAND) is the #1 top asset management stock out of 101 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 Rand Capital (NASDAQ:RAND) is: Value: B, Growth: B, Momentum: A, Sentiment: C, Safety: C, Financials: B, and AI: C.

Rand Capital (NASDAQ:RAND) has a Due Diligence Score of 39, which is 8 points higher than the asset management industry average of 31.

RAND passed 15 out of 38 due diligence checks and has average fundamentals. Rand Capital has seen its stock return 94.04% over the past year, overperforming other asset management stocks by 73 percentage points.

Diamond Hill Investment Group (NASDAQ:DHIL) is the #2 top asset management stock out of 101 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 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 45, which is 14 points higher than the asset management industry average of 31.

DHIL passed 16 out of 38 due diligence checks and has strong fundamentals. Diamond Hill Investment Group has seen its stock lose -4.83% over the past year, underperforming other asset management stocks by -26 percentage points.

Hennessy Advisors (NASDAQ:HNNA) is the #3 top asset management stock out of 101 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 Hennessy Advisors (NASDAQ:HNNA) is: Value: B, Growth: C, Momentum: A, Sentiment: C, Safety: C, Financials: C, and AI: B.

Hennessy Advisors (NASDAQ:HNNA) has a Due Diligence Score of 53, which is 22 points higher than the asset management industry average of 31.

HNNA passed 18 out of 38 due diligence checks and has strong fundamentals. Hennessy Advisors has seen its stock return 89.31% over the past year, overperforming other asset management stocks by 68 percentage points.

Out of 72 asset management stocks that have issued dividends in the past year, the 3 asset management stocks with the highest dividend yields are:

Triplepoint Venture Growth Bdc (NYSE:TPVG) has an annual dividend yield of 17.81%, which is 12 percentage points higher than the asset management industry average of 5.79%. 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 789.5% indicates that its high dividend yield might not be sustainable for the long-term.

Portman Ridge Finance (NASDAQ:PTMN) has an annual dividend yield of 15.94%, which is 10 percentage points higher than the asset management industry average of 5.79%. Portman Ridge Finance's dividend payout is not stable, having dropped more than 10% four 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 745.9% indicates that its high dividend yield might not be sustainable for the long-term.

Prospect Capital (NASDAQ:PSEC) has an annual dividend yield of 15.45%, which is 10 percentage points higher than the asset management industry average of 5.79%. 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 -337.5% indicates that its high dividend yield might not be sustainable for the long-term.

Asset management stocks were up 0.68% in the last day, and down -0.82% over the last week. Blackstone was the among the top gainers in the asset management industry, gaining 2.72% yesterday.

Blackstone shares are trading higher following a report suggesting the company is considering a $2 billion sale of Olympus Energy.

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:

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 33 points higher than the asset management industry average of 38. It passed 5 out of 7 valuation due diligence checks.

Virtus Investment Partners's stock has dropped -19.12% in the past year. It has underperformed other stocks in the asset management industry by -40 percentage points.

Corebridge Financial (NYSE:CRBG) 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.

Corebridge Financial has a valuation score of 14, which is -24 points higher than the asset management industry average of 38. It passed 1 out of 7 valuation due diligence checks. Although this number is below the industry average, our proven quant model rates CRBG a Valuation Rating of "A".

Corebridge Financial's stock has gained 35.04% in the past year. It has overperformed other stocks in the asset management industry by 14 percentage points.

Affiliated Managers Group (NYSE:AMG) is the third 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.

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

Affiliated Managers Group's stock has gained 9.74% in the past year. It has underperformed other stocks in the asset management industry by -11 percentage points.

34.33% of asset management stocks rated by analysts are a hold right now. On average, analysts expect asset management stocks to rise by 8.21% over the next year.

2.17% of asset management stocks have a Zen Rating of A (Strong Buy), 17.39% of asset management stocks are rated B (Buy), 71.74% are rated C (Hold), 7.61% are rated D (Sell), and 1.09% are rated F (Strong Sell).