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Best Asset Management Stocks to Buy Now (2023)
Top asset management stocks in 2023 ranked by overall Zen Score. See the best asset management stocks to buy now, according to analyst forecasts for the asset management industry.

Industry: Asset Management
Ticker
Company
Performance Score
Market Cap
Revenue
EBITDA
Earnings
EPS
Revenue Growth Y/Y
Revenue Growth 5Y
Earnings Growth Y/Y
Earnings Growth 5Y
Earnings Date
VINP
VINCI PARTNERS INVESTMENTS LTD
$597.02M$90.26M$70.40M$52.43M$0.9310.42%N/A38.63%N/A2023-11-07
AVTA
AVANTAX INC
$940.69M$466.97M$355.32M$351.46M$7.342.72%-3.28%1,429.17%36.13%2023-10-30
HLNE
HAMILTON LANE INC
$4.89B$518.28M$192.69M$106.63M$2.9622.11%15.27%-28.67%23.27%2023-10-30
JHG
JANUS HENDERSON GROUP PLC
$4.40B$2.04B$476.70M$349.80M$2.11-20.30%-2.94%-32.59%-15.09%2023-10-25
HYW
HYWIN HOLDINGS LTD
$174.05M$269.74M$49.00M$32.76M$1.172.71%N/A1.37%N/A
VCTR
VICTORY CAPITAL HOLDINGS INC
$2.23B$814.32M$387.87M$230.98M$3.41-9.66%14.30%-20.88%34.32%2023-11-01
PAX
PATRIA INVESTMENTS LTD
$2.18B$258.88M$114.40M$92.96M$0.639.92%N/A-29.97%N/A2023-11-01
AB
ALLIANCEBERNSTEIN HOLDING LP
$3.56B$281.30M$281.30M$248.09M$2.26-29.63%1.13%-39.25%-1.92%2023-10-26
AMK
ASSETMARK FINANCIAL HOLDINGS INC
$1.91B$678.59M$183.96M$105.80M$1.4316.44%N/A45.92%N/A2023-10-30
SWKH
SWK HOLDINGS CORP
$197.01M$42.32M$17.76M$18.02M$1.41-0.63%7.03%42.42%61.09%2023-11-07
GROW
U S GLOBAL INVESTORS INC
$41.99M$17.21M$1.56M$1.30M$0.09-35.32%21.98%-86.15%55.18%2023-11-08
SEIC
SEI INVESTMENTS CO
$8.04B$1.89B$600.99M$399.75M$2.98-8.00%3.28%-29.38%-0.66%2023-10-24
VRTS
VIRTUS INVESTMENT PARTNERS INC
$1.47B$820.04M$392.14M$135.96M$18.65-17.67%9.81%-10.77%16.66%2023-10-24
HTGC
HERCULES CAPITAL INC
$2.39B$405.74M$375.74M$305.07M$2.2544.94%15.86%1,945.45%11.94%2023-10-31
NTRS
NORTHERN TRUST CORP
$14.33B$6.77B$2.20B$1.18B$5.59-0.52%3.24%-24.15%-1.44%2023-10-18
GEG
GREAT ELM GROUP INC
$63.43M$8.66M$35.16M$27.73M$0.9591.83%7.86%N/AN/A2023-11-10
CSWC
CAPITAL SOUTHWEST CORP
$910.23M$137.12M$63.52M$54.40M$1.6359.11%28.92%27.34%-10.45%2023-10-30
WT
WISDOMTREE INC
$1.06B$313.49M$148.83M$123.43M$0.740.19%4.43%825.00%26.33%2023-10-26
SII
SPROTT INC
$827.05M$167.12M$54.71M$35.76M$1.413.42%N/A34.29%N/A2023-11-02
FHI
FEDERATED HERMES INC
$3.06B$1.57B$392.59M$267.75M$3.0017.29%7.85%11.11%1.10%2023-10-25
AMTD
AMTD IDEA GROUP
$226.56M$176.46M$155.51M$141.40M$0.95-1.16%6.01%-23.03%N/A2023-09-28
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC
$2.97B$937.71M$288.74M$201.42M$2.90-19.48%2.24%-28.92%16.52%2023-10-30
CG
CARLYLE GROUP INC
$11.02B$3.13B$818.10M$410.30M$1.13-50.09%-0.72%-79.79%-10.34%2023-11-06
RAND
RAND CAPITAL CORP
$34.79M$6.95M$7.42M$6.27M$2.4447.12%34.96%542.11%N/A2023-11-06
STT
STATE STREET CORP
$21.54B$12.33B$4.07B$2.62B$7.492.05%0.69%2.18%4.23%2023-10-18
BK
BANK OF NEW YORK MELLON CORP
$33.40B$17.01B$5.40B$2.76B$3.464.83%1.16%-12.41%-3.66%2023-10-17
HNNA
HENNESSY ADVISORS INC
$50.85M$24.24M$8.81M$4.80M$0.65-23.53%-15.00%-28.57%-24.21%
DHIL
DIAMOND HILL INVESTMENT GROUP INC
$480.59M$140.56M$68.69M$49.03M$16.15-21.64%-1.07%-10.18%1.62%2023-10-03
SAMG
SILVERCREST ASSET MANAGEMENT GROUP INC
$235.24M$116.70M$23.39M$11.78M$1.24-12.22%3.93%-45.13%10.00%2023-11-01
AMP
AMERIPRISE FINANCIAL INC
$34.45B$14.73B$3.09B$2.35B$21.796.91%3.24%-21.11%13.40%2023-10-23
ARCC
ARES CAPITAL CORP
$10.89B$2.43B$1.47B$887.00M$1.6928.52%14.19%-23.87%-3.79%2023-10-23
TROW
PRICE T ROWE GROUP INC
$23.76B$6.26B$2.35B$1.55B$6.73-14.15%3.74%-35.60%0.36%2023-10-25
APO
APOLLO GLOBAL MANAGEMENT INC
$52.42B$26.82B$2.59B$1.32B$2.13394.82%63.01%N/A2.97%2023-11-01
BUR
BURFORD CAPITAL LTD
$3.13B$638.77MN/A$289.89M$1.33115.78%N/A4,333.33%N/A
MAIN
MAIN STREET CAPITAL CORP
$3.35B$460.10M$468.48M$347.77M$4.4642.21%15.55%21.20%6.87%2023-10-31
MGLD
MARYGOLD COMPANIES INC
$41.35M$34.88M$2.85M$1.17M$0.03-7.80%3.97%0.00%-12.94%2023-09-27
TSLX
SIXTH STREET SPECIALTY LENDING INC
$1.78B$382.10M$292.49M$186.74M$2.2936.06%11.14%37.13%3.48%2023-10-30
AMG
AFFILIATED MANAGERS GROUP INC
$4.66B$2.15B$1.63B$1.15B$30.47-13.32%-2.21%117.64%18.81%2023-11-06
IVZ
INVESCO LTD
$6.44B$5.75B$1.22B$405.60M$1.42-13.83%1.15%-39.06%-13.07%2023-10-23
BX
BLACKSTONE INC
$78.29B$6.96B$1.92B$1.25B$1.66-60.78%-2.98%-69.76%-9.00%2023-10-18
BLK
BLACKROCK INC
$98.17B$17.35B$7.51B$5.19B$34.57-10.46%3.72%-10.09%0.67%2023-10-11
PFX
PHENIXFIN CORP
$80.47M$19.55M$20.16M$14.92M$7.3231.95%-23.32%N/AN/A
PFG
PRINCIPAL FINANCIAL GROUP INC
$18.11B$14.10B$2.24B$1.62B$6.74-18.38%0.16%-59.83%-4.93%2023-10-26
NOAH
NOAH HOLDINGS LTD
$772.44M$459.33MN/A$122.32MN/A-17.23%-0.11%N/AN/A2023-11-19
BEN
FRANKLIN RESOURCES INC
$12.44B$7.80B$1.73B$820.00M$1.60-8.39%4.01%-52.66%5.23%2023-10-30
MFIC
MIDCAP FINANCIAL INVESTMENT CORP
$886.79M$241.40M$203.13M$128.00M$1.978.00%-1.19%169.86%15.46%2023-11-01
AC
ASSOCIATED CAPITAL GROUP INC
$786.44M$14.95M$20.40M$18.29M$0.83-29.62%-10.71%N/A24.28%2023-11-09
GECC
GREAT ELM CAPITAL CORP
$71.12M$30.75M$18.35M$7.41M$0.8723.99%-0.06%N/AN/A2023-11-01
SAR
SARATOGA INVESTMENT CORP
$308.48M$115.06M$64.22M$25.95M$2.1758.47%23.29%7.96%-8.37%2023-10-02
TPG
TPG INC
$9.45B$2.25B$45.91M-$16.92M$1.31-13.35%N/A254.05%N/A2023-11-09
BCSF
BAIN CAPITAL SPECIALTY FINANCE INC
$1.03B$271.62M$186.21M$113.03M$1.7436.19%36.79%16.00%8.83%2023-11-07
BSIG
BRIGHTSPHERE INVESTMENT GROUP INC
$820.62M$397.60M$139.80M$71.60M$1.72-18.61%-16.09%-64.97%43.77%2023-11-01
KKR
KKR & CO INC
$54.51B$11.14B$4.19B$1.16B$1.4313.00%28.19%-15.38%-9.53%2023-10-31
CCAP
CRESCENT CAPITAL BDC INC
$645.98M$149.59M$30.86M$30.58M$0.8545.55%41.26%-43.71%0.24%2023-11-07
PX
P10 INC
$1.34B$228.07M$59.97M$12.63M$0.1231.23%N/A-52.00%N/A2023-11-10
HRZN
HORIZON TECHNOLOGY FINANCE CORP
$370.16M$102.55M$42.20M$15.47M$0.5855.14%30.18%-51.67%-9.01%2023-10-30
GBDC
GOLUB CAPITAL BDC INC
$2.44B$558.20M$306.63M$165.15M$0.9759.82%30.64%-24.22%-8.23%2023-11-20
CNS
COHEN & STEERS INC
$3.00B$512.00M$213.22M$144.16M$2.94-16.81%5.86%-31.94%5.87%2023-10-17
GAIN
GLADSTONE INVESTMENT CORPORATION
$432.51M$82.55M$49.37M$32.30M$0.9611.82%6.50%-52.48%-18.13%2023-10-30
FDUS
FIDUS INVESTMENT CORP
$483.03M$112.08M$64.41M$42.56M$1.7228.83%9.42%-57.21%-2.18%2023-11-01
CGBD
CARLYLE SECURED LENDING INC
$755.83M$233.62M$146.42M$79.49M$1.5529.92%3.99%-26.89%2.06%2023-11-06
WHG
WESTWOOD HOLDINGS GROUP INC
$91.37M$80.53M$5.37M-$687.00k-$0.1014.93%-9.65%N/AN/A2023-10-24
STEP
STEPSTONE GROUP INC
$3.40B$187.66M$78.57M$13.91M$0.22-80.85%N/A-92.00%N/A2023-11-01
EQS
EQUUS TOTAL RETURN INC
$20.28M$18.00k$2.92M$2.90M$0.22N/A-47.77%22.22%11.10%2023-11-08
SLRC
SLR INVESTMENT CORP
$845.05M$211.60M$118.88M$58.34M$1.0947.27%6.67%395.45%-9.14%2023-10-31
FSK
FS KKR CAPITAL CORP
$5.60B$1.78B$718.00M$281.00M$1.0018.61%34.02%-33.77%-5.40%2023-11-06
GLAD
GLADSTONE CAPITAL CORP
$389.48M$78.62M$53.56M$34.68M$0.9627.68%11.73%-31.91%-5.59%2023-11-13
NMFC
NEW MOUNTAIN FINANCE CORP
$1.30B$340.00M$227.98M$101.99M$1.0221.97%9.91%-21.54%-4.59%2023-11-06
ARES
ARES MANAGEMENT CORP
$32.19B$3.65B$1.47B$320.50M$1.661.97%26.31%1.84%14.32%2023-10-25
TCPC
BLACKROCK TCP CAPITAL CORP
$688.59M$199.17M$61.90M$17.42M$0.2918.27%1.70%-70.41%-22.09%2023-11-02
TPVG
TRIPLEPOINT VENTURE GROWTH BDC CORP
$363.68M$133.43M$10.19M-$24.54M-$0.7130.97%21.35%N/AN/A2023-10-31
BETR
BETTER HOME & FINANCE HOLDING CO
$4.65M$0.00$4.98M$4.98M$0.07N/AN/A-50.00%N/A
WHF
WHITEHORSE FINANCE INC
$285.66M$99.25M$14.01M$14.01M$0.6129.12%11.27%-44.04%-24.40%2023-11-13
ICMB
INVESTCORP CREDIT MANAGEMENT BDC INC
$56.13M$26.68M$11.94M$3.23M$0.229.22%-8.14%22.22%-28.04%2023-11-13
GSBD
GOLDMAN SACHS BDC INC
$1.65B$421.18M$196.99M$89.90M$0.8425.28%24.40%-36.36%-12.52%2023-11-01
BRDG
BRIDGE INVESTMENT GROUP HOLDINGS INC
$1.11B$288.52M$86.54M$46.07M-$0.08-64.63%N/AN/AN/A2023-11-06
PFLT
PENNANTPARK FLOATING RATE CAPITAL LTD
$626.11M$132.39M$37.65M-$1.92M-$0.1234.65%13.82%N/AN/A2023-11-14
PTMN
PORTMAN RIDGE FINANCE CORP
$184.74M$77.58M$3.49M-$19.68M-$2.057.41%23.96%N/AN/A2023-11-06
BN
BROOKFIELD CORP
$51.23B$94.60B$23.54B$308.00M$0.119.77%13.04%-95.36%-42.99%2023-11-09
BXSL
BLACKSTONE SECURED LENDING FUND
$4.67B$1.03B$760.04M$501.37M$3.1041.22%N/A21.09%N/A2023-11-06
SCM
STELLUS CAPITAL INVESTMENT CORP
$316.94M$94.17M$47.80M$16.38M$0.8142.27%17.02%-46.71%-12.73%2023-11-01
SFE
SAFEGUARD SCIENTIFICS INC
$17.02M$0.00-$14.11M-$14.38M-$0.89N/AN/AN/AN/A2023-11-01
OWL
BLUE OWL CAPITAL INC
$17.91B$1.57B$426.19M$24.83M$0.0638.15%N/AN/AN/A2023-11-03
GCMG
GCM GROSVENOR INC
$1.45B$443.77M$53.73M$11.11M$0.25-14.36%N/A-63.77%N/A2023-11-07
PWM
PRESTIGE WEALTH INC
N/A$2.09M$1.58M$1.35M$0.17-25.32%N/A-29.29%N/A
BKCC
BLACKROCK CAPITAL INVESTMENT CORP
$273.60M$72.19M$10.53M$10.53M$0.1545.64%-4.16%-48.28%N/A2023-11-01
OXSQ
OXFORD SQUARE CAPITAL CORP
$164.16M$49.77M-$3.71M-$16.07M-$0.3225.11%-1.55%N/AN/A2023-11-06
CRBG
COREBRIDGE FINANCIAL INC
$12.83B$19.05B$3.51B$2.11B$3.24-27.46%N/A-80.58%N/A2023-11-09
SSSS
SURO CAPITAL CORP
$90.67M$4.65M-$63.76M-$69.30M-$2.4695.67%36.42%N/AN/A2023-11-06
LRFC
LOGAN RIDGE FINANCE CORP
$56.60M$18.89M$4.26M-$3.54M-$1.3040.69%-17.14%N/AN/A2023-11-06
PSEC
PROSPECT CAPITAL CORP
$2.51B$852.21M$46.56M-$172.47M-$0.4319.88%5.31%N/AN/A2023-11-07
PNNT
PENNANTPARK INVESTMENT CORP
$419.39M$140.25M-$38.08M-$81.00M-$1.2341.43%5.26%N/AN/A2023-11-14
OFS
OFS CAPITAL CORP
$145.24M$56.18M$14.47M-$5.28M-$0.4018.93%8.89%N/AN/A2023-11-02
MRCC
MONROE CAPITAL CORP
$157.08M$64.23M$24.82M$2.75M$0.1319.52%2.56%-62.86%-28.38%2023-11-06
CION
CION INVESTMENT CORP
$579.04M$233.13M$110.95M$40.37M$0.7338.56%6.05%-13.10%-11.96%2023-11-06
BBUC
BROOKFIELD BUSINESS CORP
$1.36B$11.86B$2.45B$164.00MN/A26.25%N/AN/AN/A
BAM
BROOKFIELD ASSET MANAGEMENT LTD
$13.33B$3.99B$2.53B$1.87BN/A17.51%N/AN/AN/A2023-11-08
PUYI
PUYI INC
$313.19M$15.74M-$3.00M-$5.99M-$0.10-43.89%-8.85%N/AN/A2023-10-09
TRIN
TRINITY CAPITAL INC
$534.16M$167.78M$71.44M$28.78M$0.8151.56%N/A-67.73%N/A2023-11-02
AINC
ASHFORD INC
$20.96M$720.85M$54.65M-$36.04M-$12.0533.94%36.54%N/AN/A2023-11-01

Asset Management Stocks FAQ

What are the best asset management stocks to buy right now in Sep 2023?

According to Zen Score, the 3 best asset management stocks to buy right now are:

1. Vinci Partners Investments (NASDAQ:VINP)


Vinci Partners Investments (NASDAQ:VINP) is the top asset management stock with a Zen Score of 58, which is 27 points higher than the asset management industry average of 31. It passed 22 out of 38 due diligence checks and has strong fundamentals. Vinci Partners Investments has seen its stock lose -1.36% over the past year, underperforming other asset management stocks by -15 percentage points.

Vinci Partners Investments has an average 1 year price target of $14.00, an upside of 33.46% from Vinci Partners Investments's current stock price of $10.49.

Vinci Partners Investments stock has a consensus Strong Buy recommendation according to Wall Street analysts. Of the 1 analyst covering Vinci Partners Investments, 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.

2. Avantax (NASDAQ:AVTA)


Avantax (NASDAQ:AVTA) is the second best asset management stock with a Zen Score of 58, which is 27 points higher than the asset management industry average of 31. It passed 19 out of 33 due diligence checks and has strong fundamentals. Avantax has seen its stock return 33.07% over the past year, overperforming other asset management stocks by 19 percentage points.

Avantax has an average 1 year price target of $28.67, an upside of 12.02% from Avantax's current stock price of $25.59.

Avantax stock has a consensus Buy recommendation according to Wall Street analysts. Of the 3 analysts covering Avantax, 33.33% have issued a Strong Buy rating, 33.33% have issued a Buy, 33.33% have issued a hold, while 0% have issued a Sell rating, and 0% have issued a Strong Sell.

3. Hamilton Lane (NASDAQ:HLNE)


Hamilton Lane (NASDAQ:HLNE) is the third best asset management stock with a Zen Score of 56, which is 25 points higher than the asset management industry average of 31. It passed 21 out of 38 due diligence checks and has strong fundamentals. Hamilton Lane has seen its stock return 42.67% over the past year, overperforming other asset management stocks by 29 percentage points.

Hamilton Lane has an average 1 year price target of $90.29, a downside of -0.31% from Hamilton Lane's current stock price of $90.57.

Hamilton Lane stock has a consensus Buy recommendation according to Wall Street analysts. Of the 7 analysts covering Hamilton Lane, 14.29% have issued a Strong Buy rating, 14.29% have issued a Buy, 71.43% 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 18.56%, which is 12 percentage points higher than the asset management industry average of 6.67%. Oxford Square Capital's dividend payout is not stable, having dropped more than 10% three 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 -131.2% indicates that its high dividend yield might not be sustainable for the long-term.

2. Triplepoint Venture Growth Bdc (NYSE:TPVG)


Triplepoint Venture Growth Bdc (NYSE:TPVG) has an annual dividend yield of 16.28%, which is 10 percentage points higher than the asset management industry average of 6.67%. 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 shown consistent growth over the last 10 years.

Triplepoint Venture Growth Bdc's dividend payout ratio of -229.6% indicates that its high dividend yield might not be sustainable for the long-term.

3. Great Elm Capital (NASDAQ:GECC)


Great Elm Capital (NASDAQ:GECC) has an annual dividend yield of 16.03%, which is 9 percentage points higher than the asset management industry average of 6.67%. Great Elm Capital's dividend payout is not stable, having dropped more than 10% four times in the last 10 years. Great Elm Capital's dividend has shown consistent growth over the last 10 years.

Great Elm Capital's dividend payout ratio of 183.9% 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 0.33% in the last day, and down -2.56% over the last week. Corebridge Financial was the among the top gainers in the asset management industry, gaining 3.81% yesterday.

Corebridge Financial shares are trading higher after the company announced an agreement to sell its UK life insurance business to Aviva plc.

What are the most undervalued asset management stocks?

Based on WallStreetZen's Valuation Score, the 3 most undervalued asset management stocks right now are:

1. Phenixfin (NASDAQ:PFX)


Phenixfin (NASDAQ:PFX) is the most undervalued asset management stock based on WallStreetZen's Valuation Score. Phenixfin has a valuation score of 100, which is 61 points higher than the asset management industry average of 39. It passed 7 out of 7 valuation due diligence checks.

Phenixfin's stock has gained 10.09% in the past year. It has underperformed other stocks in the asset management industry by -3 percentage points.

2. Northern Trust (NASDAQ:NTRS)


Northern Trust (NASDAQ:NTRS) is the second most undervalued asset management stock based on WallStreetZen's Valuation Score. Northern Trust has a valuation score of 100, which is 61 points higher than the asset management industry average of 39. It passed 7 out of 7 valuation due diligence checks.

Northern Trust's stock has dropped -20.25% in the past year. It has underperformed other stocks in the asset management industry by -34 percentage points.

3. Swk Holdings (NASDAQ:SWKH)


Swk Holdings (NASDAQ:SWKH) is the third most undervalued asset management stock based on WallStreetZen's Valuation Score. Swk Holdings has a valuation score of 86, which is 47 points higher than the asset management industry average of 39. It passed 6 out of 7 valuation due diligence checks.

Swk Holdings's stock has dropped -6.21% in the past year. It has underperformed other stocks in the asset management industry by -20 percentage points.

Are asset management stocks a good buy now?

37.33% of asset management stocks rated by analysts are a buy right now. On average, analysts expect asset management stocks to rise by 14.1% over the next year.

What is the average p/e ratio of the asset management industry?

The average P/E ratio of the asset management industry is 52.79x.
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.