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
D
Asset Management is Zen Rated D and is the 91st 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
NOAH
NOAH HOLDINGS LTD
$807.05M$12.04$11.50-4.49%Strong Buy13.07%N/A42.54%36.38%
SWKH
SWK HOLDINGS CORP
$182.94M$14.91$18.0020.72%Strong Buy1N/AN/AN/AN/A
VINP
VINCI PARTNERS INVESTMENTS LTD
$613.56M$9.58$13.5040.92%Strong Buy124.13%52.64%20.29%11.19%
KKR
KKR & CO INC
$127.41B$143.05$146.422.35%Strong Buy12-35.79%55.24%N/AN/A
BLK
BLACKROCK INC
$171.05B$1,104.05$1.13k1.91%Strong Buy1211.45%12.27%19.99%6.76%
TSLX
SIXTH STREET SPECIALTY LENDING INC
$2.28B$24.29$22.93-5.60%Strong Buy7-6.52%14.06%12.16%5.56%
INV
INNVENTURE INC
$264.76M$4.95$14.00182.83%Strong Buy2858.45%N/A-10.70%-4.24%
ARES
ARES MANAGEMENT CORP
$58.83B$180.13$177.38-1.53%Strong Buy818.32%91.35%51.66%8.47%
BN
BROOKFIELD CORP
$105.27B$63.96$70.179.70%Strong Buy6-68.82%301.66%20.84%1.92%
PX
P10 INC
$1.24B$11.04$14.1327.94%Strong Buy47.24%157.39%42.93%16.36%
APO
APOLLO GLOBAL MANAGEMENT INC
$84.70B$148.21$161.739.12%Strong Buy11-54.92%23.39%32.94%1.50%
OWL
BLUE OWL CAPITAL INC
$30.34B$19.60$24.5525.26%Strong Buy1015.95%164.70%84.90%16.14%
TPG
TPG INC
$20.69B$55.99$58.133.81%Strong Buy8-18.68%1,577.19%155.80%11.33%
SSSS
SURO CAPITAL CORP
$201.13M$8.54$9.339.29%Strong Buy3N/AN/AN/AN/A
ARCC
ARES CAPITAL CORP
$15.71B$22.78$22.33-1.96%Strong Buy6-1.11%-0.91%10.15%4.90%
MFIC
MIDCAP FINANCIAL INVESTMENT CORP
$1.21B$13.02$13.503.69%Strong Buy44.14%23.11%10.14%4.21%
STT
STATE STREET CORP
$31.43B$110.21$115.004.35%Buy113.22%9.02%12.61%0.90%
CRBG
COREBRIDGE FINANCIAL INC
$19.02B$34.56$40.4417.03%Buy97.71%85.71%33.53%1.03%
BCSF
BAIN CAPITAL SPECIALTY FINANCE INC
$999.62M$15.41$16.507.07%Buy2N/A2.87%9.07%3.93%
BUR
BURFORD CAPITAL LTD
$3.19B$14.59$18.0023.37%Buy13.88%33.73%18.32%7.22%
GBDC
GOLUB CAPITAL BDC INC
$4.02B$15.09$15.00-0.60%Buy33.76%33.62%9.55%4.32%
HTGC
HERCULES CAPITAL INC
$3.29B$18.74$19.504.06%Buy56.53%23.72%19.38%9.62%
GCMG
GCM GROSVENOR INC
$2.29B$11.79$15.1728.64%Buy3-1.17%47.89%-462.17%22.58%
AMG
AFFILIATED MANAGERS GROUP INC
$5.88B$206.96$202.60-2.11%Buy52.66%35.10%26.28%9.61%
BK
BANK OF NEW YORK MELLON CORP
$67.01B$93.66$94.400.79%Buy103.05%11.77%14.26%1.39%
BXSL
BLACKSTONE SECURED LENDING FUND
$7.20B$31.56$30.75-2.57%Buy43.76%2.91%11.38%5.09%
PFLT
PENNANTPARK FLOATING RATE CAPITAL LTD
$1.07B$10.74$11.002.42%Buy511.74%35.58%10.74%4.64%
JHG
JANUS HENDERSON GROUP PLC
$6.52B$41.41$43.003.84%Buy64.17%21.95%13.26%8.74%
VCTR
VICTORY CAPITAL HOLDINGS INC
$4.45B$66.24$72.869.99%Buy726.30%18.25%38.30%16.97%
BX
BLACKSTONE INC
$119.71B$164.06$161.77-1.40%Buy1312.08%40.27%79.08%13.94%
SEIC
SEI INVESTMENTS CO
$11.68B$93.80$96.332.70%Buy64.94%8.13%35.56%31.29%
CSWC
CAPITAL SOUTHWEST CORP
$1.24B$23.14$22.83-1.33%Buy311.46%25.95%14.17%6.65%
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC
$3.39B$48.12$42.75-11.16%Buy44.11%-5.23%72.89%18.96%
CG
CARLYLE GROUP INC
$21.13B$58.50$51.78-11.49%Buy9-8.54%24.46%33.75%7.81%
BAM
BROOKFIELD ASSET MANAGEMENT LTD
$91.22B$56.57$61.438.59%Buy719.76%N/A41.55%23.57%
STEP
STEPSTONE GROUP INC
$7.01B$60.20$64.406.99%Hold53.05%N/A145.72%5.70%
CCAP
CRESCENT CAPITAL BDC INC
$536.28M$14.47$16.3312.87%Hold3-11.65%38.43%8.82%3.85%
HRZN
HORIZON TECHNOLOGY FINANCE CORP
$327.68M$8.12$9.5818.02%Hold30.72%N/A15.23%5.89%
AB
ALLIANCEBERNSTEIN HOLDING LP
$4.61B$41.67$37.40-10.25%Hold5673.74%-14.52%19.07%19.07%
IVZ
INVESCO LTD
$7.79B$17.40$17.28-0.67%Hold15-13.72%21.95%6.30%3.29%
FDUS
FIDUS INVESTMENT CORP
$735.25M$21.00$20.00-4.76%Hold12.96%-10.62%10.24%5.59%
SCM
STELLUS CAPITAL INVESTMENT CORP
$421.70M$14.84$13.00-12.40%Hold1-1.72%-5.42%9.43%3.48%
AAMI
ACADIAN ASSET MANAGEMENT INC
$1.40B$39.11$30.33-22.44%Hold36.94%21.34%152.86%20.88%
CNS
COHEN & STEERS INC
$3.95B$77.58$72.50-6.55%Hold2N/A-3.24%34.14%20.76%
WT
WISDOMTREE INC
$1.86B$12.65$11.13-11.99%Hold36.19%50.43%31.48%12.79%
HLNE
HAMILTON LANE INC
$8.21B$153.23$160.004.42%Hold46.15%3.34%43.45%18.44%
MAIN
MAIN STREET CAPITAL CORP
$5.54B$62.23$53.67-13.76%Hold30.79%-32.88%11.90%6.41%
MRCC
MONROE CAPITAL CORP
$139.53M$6.44$8.0024.22%Hold1-16.76%157.58%8.62%3.49%
NMFC
NEW MOUNTAIN FINANCE CORP
$1.16B$10.74$10.50-2.23%Hold2-6.56%26.93%10.12%4.25%
AMP
AMERIPRISE FINANCIAL INC
$51.66B$542.51$521.20-3.93%Hold53.04%13.68%94.24%2.86%
BRDG
BRIDGE INVESTMENT GROUP HOLDINGS INC
$1.30B$10.47$11.257.45%Hold2-17.13%N/A178.12%11.02%
TRIN
TRINITY CAPITAL INC
$933.56M$14.44$14.832.72%Hold39.72%-9.35%16.14%7.24%
PTMN
PORTMAN RIDGE FINANCE CORP
$115.96M$12.60$14.0011.11%Hold1-16.21%N/A10.93%4.32%
SAR
SARATOGA INVESTMENT CORP
$387.16M$24.71$24.25-1.86%Hold1-4.73%4.00%10.48%3.45%
NTRS
NORTHERN TRUST CORP
$24.63B$126.62$113.20-10.60%Hold10-1.64%-7.93%15.37%1.20%
SLRC
SLR INVESTMENT CORP
$892.51M$16.36$15.79-3.47%Hold6-5.73%0.86%9.00%3.56%
FHI
FEDERATED HERMES INC
$3.66B$46.32$41.80-9.76%Hold53.46%10.86%33.58%18.05%
PFG
PRINCIPAL FINANCIAL GROUP INC
$18.29B$81.60$85.334.57%Hold94.01%28.08%22.09%0.79%
TPVG
TRIPLEPOINT VENTURE GROWTH BDC CORP
$292.09M$7.26$6.55-9.78%Hold5-4.96%30.79%13.22%6.24%
FSK
FS KKR CAPITAL CORP
$6.05B$21.59$19.60-9.22%Hold5-4.90%33.51%10.72%4.71%
BEN
FRANKLIN RESOURCES INC
$13.21B$25.14$20.82-17.19%Sell11-3.42%85.54%11.78%4.55%
VRTS
VIRTUS INVESTMENT PARTNERS INC
$1.40B$202.02$172.50-14.61%Sell4-6.66%25.49%22.43%5.43%
CGBD
CARLYLE SECURED LENDING INC
$1.03B$14.12$14.00-0.85%Sell3-20.55%16.24%9.67%4.63%
TROW
PRICE T ROWE GROUP INC
$22.68B$102.96$92.40-10.26%Sell101.00%-0.48%19.47%14.47%
PNNT
PENNANTPARK INVESTMENT CORP
$464.91M$7.12$5.88-17.49%Sell2-10.22%0.68%9.67%3.75%
TCPC
BLACKROCK TCP CAPITAL CORP
$669.25M$7.87$7.00-11.05%Sell2-14.57%N/A12.19%5.02%
WHF
WHITEHORSE FINANCE INC
$210.35M$9.05$9.00-0.55%Strong Sell1-11.75%212.82%9.33%3.87%
PSEC
PROSPECT CAPITAL CORP
$1.50B$3.32$3.00-9.64%Strong Sell1N/AN/AN/AN/A
CION
CION INVESTMENT CORP
$515.81M$9.79$9.00-8.07%Strong Sell1-7.86%N/A8.84%3.53%
GSBD
GOLDMAN SACHS BDC INC
$1.37B$11.72$10.00-14.68%Strong Sell1-9.18%255.56%10.76%4.75%
AMTD
AMTD IDEA GROUP
$82.39M$1.01N/AN/AN/AN/AN/AN/AN/AN/A
BBUC
BROOKFIELD BUSINESS CORP
$2.19B$30.05N/AN/AN/AN/AN/AN/AN/AN/A
DHIL
DIAMOND HILL INVESTMENT GROUP INC
$432.01M$158.38N/AN/AN/AN/AN/AN/AN/AN/A
MGLD
MARYGOLD COMPANIES INC
$35.13M$0.82N/AN/AN/AN/AN/AN/AN/AN/A
CWD
CALIBERCOS INC
$4.28M$3.29N/AN/AN/AN/AN/AN/A-4.12%0.63%
GAIN
GLADSTONE INVESTMENT CORPORATION
$520.51M$14.13N/AN/AN/AN/A4.38%-29.09%6.61%3.28%
GEG
GREAT ELM GROUP INC
$58.81M$2.11N/AN/AN/AN/AN/AN/AN/AN/A
AMOD
ALPHA MODUS HOLDINGS INC
$17.01M$1.23N/AN/AN/AN/AN/AN/AN/AN/A
LRFC
LOGAN RIDGE FINANCE CORP
$50.78M$19.12N/AN/AN/AN/AN/AN/A4.72%2.06%
OXSQ
OXFORD SQUARE CAPITAL CORP
$162.73M$2.28N/AN/AN/AN/AN/A3,100.00%11.51%6.00%
PAX
PATRIA INVESTMENTS LTD
$2.13B$13.88N/AN/AN/AN/A0.76%75.70%47.56%21.39%
PWM
PRESTIGE WEALTH INC
$6.35M$0.44N/AN/AN/AN/AN/AN/AN/AN/A
RMCO
ROYALTY MANAGEMENT HOLDING CORP
$20.32M$1.36N/AN/AN/AN/AN/AN/AN/AN/A
STEC
SANTECH HOLDINGS LTD
$23.80M$0.85N/AN/AN/AN/AN/AN/AN/AN/A
TGE
GENERATION ESSENTIALS GROUP
$120.11M$6.28N/AN/AN/AN/AN/AN/AN/AN/A
MAAS
MAASE INC
$18.05M$4.36N/AN/AN/AN/AN/AN/AN/AN/A
AC
ASSOCIATED CAPITAL GROUP INC
$793.30M$37.53N/AN/AN/AN/AN/AN/AN/AN/A
EQS
EQUUS TOTAL RETURN INC
$19.22M$1.42N/AN/AN/AN/AN/AN/AN/AN/A
SII
SPROTT INC
$1.81B$70.23N/AN/AN/AN/AN/AN/AN/AN/A
RAND
RAND CAPITAL CORP
$49.53M$16.68N/AN/AN/AN/AN/AN/AN/AN/A
WHG
WESTWOOD HOLDINGS GROUP INC
$156.27M$16.66N/AN/AN/AN/AN/AN/AN/AN/A
GLAD
GLADSTONE CAPITAL CORP
$632.38M$28.32N/AN/AN/AN/A-5.48%-49.24%9.40%5.78%
BCG
BINAH CAPITAL GROUP INC
$32.71M$1.97N/AN/AN/AN/AN/AN/AN/AN/A
SAMG
SILVERCREST ASSET MANAGEMENT GROUP INC
$222.73M$16.61N/AN/AN/AN/A1.71%16.84%20.61%10.31%
BENF
BENEFICIENT
$2.60M$0.30N/AN/AN/AN/AN/A-62.50%-6.18%2.58%
GROW
U S GLOBAL INVESTORS INC
$31.81M$2.42N/AN/AN/AN/AN/AN/AN/AN/A
WTF
WATON FINANCIAL LTD
N/A$5.23N/AN/AN/AN/AN/AN/AN/AN/A
ALTI
ALTI GLOBAL INC
$591.53M$4.08N/AN/AN/AN/A14.64%N/A8.94%4.90%
GECC
GREAT ELM CAPITAL CORP
$126.41M$10.95N/AN/AN/AN/A17.91%304.07%13.93%5.25%
ICMB
INVESTCORP CREDIT MANAGEMENT BDC INC
$41.08M$2.85N/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 41.91% over the past year, overperforming other asset management stocks by 30 percentage points.

Federated Hermes has an average 1 year price target of $41.80, a downside of -9.76% from Federated Hermes's current stock price of $46.32.

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 71.61% over the past year, overperforming other asset management stocks by 60 percentage points.

Acadian Asset Management has an average 1 year price target of $30.33, a downside of -22.44% from Acadian Asset Management's current stock price of $39.11.

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 29.72% over the past year, overperforming other asset management stocks by 18 percentage points.

Affiliated Managers Group has an average 1 year price target of $202.60, a downside of -2.11% from Affiliated Managers Group's current stock price of $206.96.

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 6.35%. 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 18.97%, which is 13 percentage points higher than the asset management industry average of 6.35%. 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 18.07%, which is 12 percentage points higher than the asset management industry average of 6.35%. 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 up?

Asset management stocks were up 1.35% in the last day, and up 1.51% over the last week. Carlyle Group was the among the top gainers in the asset management industry, gaining 2.87% yesterday.

Carlyle Group shares are trading higher after Citigroup upgraded the stock from Neutral to Buy and raised its price target from $44 to $65.

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 -11.07% in the past year. It has underperformed other stocks in the asset management industry by -23 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 2.56% in the past year. It has underperformed other stocks in the asset management industry by -9 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 -10.7% 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?

35.71% of asset management stocks rated by analysts are a hold right now. On average, analysts expect asset management stocks to fall by -0.4% over the next year.

1.2% of asset management stocks have a Zen Rating of A (Strong Buy), 4.82% of asset management stocks are rated B (Buy), 78.31% are rated C (Hold), 13.25% 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 143.02x.
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.