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Best Asset Management Stocks to Buy Now (2024)
Top asset management stocks in 2024 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
VCTR
VICTORY CAPITAL HOLDINGS INC
$3.30B$835.57M$387.11M$219.58M$3.341.15%16.11%-10.22%27.53%2024-08-01
JHG
JANUS HENDERSON GROUP PLC
$5.65B$2.16B$576.20M$434.70M$2.643.77%-0.73%22.79%3.07%2024-08-01
SEIC
SEI INVESTMENTS CO
$8.85B$1.96B$699.61M$486.64M$3.684.45%3.92%26.46%3.62%2024-07-24
FHI
FEDERATED HERMES INC
$2.85B$1.62B$455.94M$304.41M$3.528.02%6.61%24.38%10.67%2024-07-25
SAMG
SILVERCREST ASSET MANAGEMENT GROUP INC
$228.82M$118.25M$22.76M$8.89M$0.94-0.74%4.06%-36.91%-2.92%2024-07-25
PAX
PATRIA INVESTMENTS LTD
$1.89B$327.62M$144.38M$118.40M$0.8026.55%25.40%26.62%N/A2024-08-01
GROW
U S GLOBAL INVESTORS INC
$37.15M$11.85M$2.18M$1.55M$0.12-31.11%22.86%100.00%N/A
AB
ALLIANCEBERNSTEIN HOLDING LP
$3.90B$309.68M$309.68M$273.97M$2.417.70%3.75%-0.41%0.17%2024-07-25
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC
$3.36B$1.00B$324.27M$231.02M$3.286.21%4.57%18.84%5.33%2024-07-23
AMK
ASSETMARK FINANCIAL HOLDINGS INC
$2.58B$722.20M$239.35M$143.86M$1.9413.97%14.22%45.86%32.78%2024-07-31
BEN
FRANKLIN RESOURCES INC
$12.21B$8.10B$1.81B$898.50M$1.752.98%6.84%5.42%-9.92%2024-07-26
HLNE
HAMILTON LANE INC
$7.45B$553.84M$223.37M$140.86M$3.724.74%17.04%21.97%21.41%2024-07-30
HNNA
HENNESSY ADVISORS INC
$58.09M$25.04M$9.76M$5.20M$0.69-1.60%-12.52%2.99%-17.17%2024-07-31
NMFC
NEW MOUNTAIN FINANCE CORP
$1.32B$373.44M$245.81M$118.18M$1.1617.57%8.99%39.76%-0.51%2024-07-31
WT
WISDOMTREE INC
$1.57B$363.83M$147.01M$108.42M$0.6919.28%5.33%46.81%28.10%2024-07-26
TROW
PRICE T ROWE GROUP INC
$26.35B$6.67B$2.86B$1.94B$8.458.28%4.43%37.85%1.88%2024-07-26
BK
BANK OF NEW YORK MELLON CORP
$48.38B$17.71B$6.08B$3.10B$4.015.02%1.91%26.50%0.56%
VRTS
VIRTUS INVESTMENT PARTNERS INC
$1.65B$869.44M$422.01M$121.86M$16.894.52%9.44%0.24%12.87%2024-07-26
PFG
PRINCIPAL FINANCIAL GROUP INC
$19.91B$14.90B$1.81B$1.30B$5.44-13.67%-0.26%-68.34%-0.47%2024-07-25
PTMN
PORTMAN RIDGE FINANCE CORP
$181.47M$72.51M$40.51M$15.81M$1.67-0.66%22.71%N/AN/A2024-08-07
CCAP
CRESCENT CAPITAL BDC INC
$718.62M$195.21M$105.54M$104.06M$2.8250.61%38.77%1,242.86%22.32%2024-08-07
MAIN
MAIN STREET CAPITAL CORP
$4.41B$511.74M$585.83M$456.01M$5.4922.51%16.47%64.37%13.77%2024-08-01
BLK
BLACKROCK INC
$123.04B$18.34B$8.19B$5.92B$39.715.32%5.61%21.96%8.21%2024-07-15
FSK
FS KKR CAPITAL CORP
$5.69B$1.81B$1.14B$670.00M$2.406.67%29.94%943.48%-24.17%2024-08-05
TCPC
BLACKROCK TCP CAPITAL CORP
$942.36M$214.75M$70.31M$20.82M$0.3513.53%2.07%3,400.00%-13.43%2024-08-07
SAR
SARATOGA INVESTMENT CORP
$319.45M$147.77M$66.18M$15.76M$1.2428.43%24.21%-42.86%-16.25%
AMTD
AMTD IDEA GROUP
$128.86M$130.91M$141.37M$134.44M$2.22-25.99%16.99%-21.28%N/A
AMP
AMERIPRISE FINANCIAL INC
$44.33B$15.94B$4.13B$3.13B$29.9510.88%4.51%20.33%17.68%2024-07-24
VINP
VINCI PARTNERS INVESTMENTS LTD
$629.18M$88.69M$71.89M$45.01M$0.8213.86%N/A19.35%N/A2024-08-08
HTGC
HERCULES CAPITAL INC
$3.44B$477.13M$408.23M$333.88M$2.2231.94%16.98%48.00%9.82%2024-08-01
WHF
WHITEHORSE FINANCE INC
$287.52M$102.57M$18.88M$18.88M$0.829.52%10.39%7.89%-19.73%2024-08-08
CSWC
CAPITAL SOUTHWEST CORP
$1.22B$178.14M$88.91M$83.39M$2.0549.32%27.98%86.36%-3.50%2024-08-05
RAND
RAND CAPITAL CORP
$43.49M$7.55M$7.63M$5.76M$2.2316.36%25.12%232.84%23.07%2024-08-02
GECC
GREAT ELM CAPITAL CORP
$95.19M$36.32M$28.44M$16.72M$2.2133.15%6.45%N/A4.90%2024-08-01
SCM
STELLUS CAPITAL INVESTMENT CORP
$340.41M$107.77M$59.41M$25.95M$1.1228.77%13.91%57.75%-9.15%2024-08-07
NTRS
NORTHERN TRUST CORP
$18.27B$6.67B$1.96B$945.60M$4.54-1.29%2.23%-22.92%-7.15%2024-07-17
CRBG
COREBRIDGE FINANCIAL INC
$18.01B$20.45B$3.62B$2.44B$3.87-5.83%N/A-42.32%N/A2024-07-31
NOAH
NOAH HOLDINGS LTD
$529.43M$434.41MN/A$124.04MN/A-3.58%-2.68%N/AN/A2024-08-26
OXSQ
OXFORD SQUARE CAPITAL CORP
$179.76M$49.56M$18.90M$9.20M$0.177.29%-2.81%N/AN/A2024-08-08
AMG
AFFILIATED MANAGERS GROUP INC
$5.32B$2.04B$1.02B$688.20M$20.04-8.91%-2.44%-32.77%N/A2024-07-24
OWL
BLUE OWL CAPITAL INC
$25.29B$1.85B$524.09M$71.12M$0.1524.87%N/A400.00%N/A
STT
STATE STREET CORP
$23.67B$11.98B$2.68B$1.71B$5.47-1.53%-0.04%-24.34%-1.90%2024-07-16
PFLT
PENNANTPARK FLOATING RATE CAPITAL LTD
$796.07M$155.77M$130.41M$87.22M$1.5429.37%12.34%N/A30.95%2024-08-07
GLAD
GLADSTONE CAPITAL CORP
$534.94M$93.80M$90.69M$68.62M$3.3034.81%14.31%243.75%43.62%2024-07-24
GSBD
GOLDMAN SACHS BDC INC
$1.74B$459.05M$327.06M$210.26M$1.9218.76%25.45%357.14%15.60%2024-08-08
DHIL
DIAMOND HILL INVESTMENT GROUP INC
$407.95M$139.02M$59.04M$42.53M$14.71-4.93%-0.20%2.37%0.14%2024-08-01
SII
SPROTT INC
$1.14B$169.96M$61.68M$45.72M$1.8119.15%N/A144.59%N/A2024-08-07
CGBD
CARLYLE SECURED LENDING INC
$924.98M$245.26M$165.85M$90.06M$1.7812.44%2.65%15.58%15.93%2024-08-06
BX
BLACKSTONE INC
$92.42B$10.33B$3.37B$2.15B$2.84116.39%7.82%242.17%3.08%2024-07-18
TRIN
TRINITY CAPITAL INC
$707.54M$190.77M$114.27M$68.92M$1.6622.92%N/A16,500.00%N/A2024-08-07
EQS
EQUUS TOTAL RETURN INC
$17.93M$526.00k$11.77M$11.69M$0.878,666.67%6.55%N/A32.88%2024-08-12
ARCC
ARES CAPITAL CORP
$12.88B$2.70B$2.32B$1.69B$2.9818.60%14.13%129.23%8.96%2024-07-30
SLRC
SLR INVESTMENT CORP
$883.24M$233.86M$172.84M$97.44M$1.7818.09%8.74%295.56%0.92%2024-08-07
BCSF
BAIN CAPITAL SPECIALTY FINANCE INC
$1.07B$297.55M$211.49M$129.19M$2.0019.85%19.57%28.21%13.75%2024-08-06
BUR
BURFORD CAPITAL LTD
$2.98B$750.29MN/A$321.16M$1.4630.03%N/A37.74%N/A2024-08-05
ARES
ARES MANAGEMENT CORP
$44.16B$3.53B$1.24B$453.31M$2.2811.80%24.69%103.57%50.02%2024-08-02
GBDC
GOLUB CAPITAL BDC INC
$2.72B$648.26M$512.00M$343.88M$2.0329.88%32.28%222.22%11.46%2024-08-05
GAIN
GLADSTONE INVESTMENT CORPORATION
$523.18M$87.31M$109.43M$85.31M$2.477.07%7.91%130.84%-0.16%2024-08-05
TSLX
SIXTH STREET SPECIALTY LENDING INC
$2.03B$459.36M$363.11M$216.59M$2.4835.75%12.35%67.57%5.58%2024-07-31
FDUS
FIDUS INVESTMENT CORP
$623.50M$135.71M$106.32M$81.77M$2.9432.17%11.56%82.61%9.47%2024-08-01
MRCC
MONROE CAPITAL CORP
$162.84M$62.68M$23.64M$207.00k$0.022.95%1.01%N/A-49.01%2024-08-07
BSIG
BRIGHTSPHERE INVESTMENT GROUP INC
$903.31M$440.50M$136.60M$68.40M$1.6611.01%-13.04%-22.43%5.17%2024-08-01
GCMG
GCM GROSVENOR INC
$1.95B$454.75M$56.14M$16.13M$0.383.23%3.74%22.58%56.87%2024-08-07
MFIC
MIDCAP FINANCIAL INVESTMENT CORP
$1.02B$277.07M$219.73M$114.12M$1.7513.84%1.67%113.41%11.40%
WHG
WESTWOOD HOLDINGS GROUP INC
$118.18M$89.79M$21.42M$12.02M$1.3921.02%-4.43%N/A-9.50%2024-07-31
APO
APOLLO GLOBAL MANAGEMENT INC
$68.59B$34.38B$5.75B$5.39B$8.96123.16%84.60%N/A66.99%
PFX
PHENIXFIN CORP
$94.63M$20.90M$32.19M$26.16M$12.6013.76%-17.88%N/AN/A2024-08-08
SWKH
SWK HOLDINGS CORP
$208.92M$40.13M$16.90M$12.11M$0.970.92%7.04%-14.91%6.74%2024-08-07
AC
ASSOCIATED CAPITAL GROUP INC
$642.04M$13.23M$45.68M$33.52M$1.54-12.45%-10.26%N/AN/A2024-08-07
CION
CION INVESTMENT CORP
$662.36M$259.59M$223.30M$132.80M$2.4318.97%5.55%1,115.00%37.19%2024-08-07
PSEC
PROSPECT CAPITAL CORP
$2.32B$870.91M$400.33M$142.52M$0.346.82%4.07%N/A-11.03%2024-08-27
STEP
STEPSTONE GROUP INC
$5.15B$711.63M$142.59M$58.09M$0.91N/A22.66%N/AN/A2024-08-01
PNNT
PENNANTPARK INVESTMENT CORP
$510.71M$149.37M$103.48M$59.95M$0.9225.95%6.61%N/A15.38%2024-08-07
BXSL
BLACKSTONE SECURED LENDING FUND
$5.87B$1.18B$940.84M$656.91M$3.7527.20%N/A40.45%N/A2024-09-13
MGLD
MARYGOLD COMPANIES INC
$47.30M$33.45M-$1.78M-$1.88M-$0.04-6.73%4.04%N/AN/A
CNS
COHEN & STEERS INC
$3.84B$486.27M$191.21M$127.74M$2.59-9.75%5.01%-22.92%0.47%2024-07-17
GEG
GREAT ELM GROUP INC
$56.74M$11.94M-$384.00k-$5.93M-$0.2266.76%-20.74%N/AN/A
TPVG
TRIPLEPOINT VENTURE GROWTH BDC CORP
$311.47M$133.13M-$4.96M-$39.52M-$1.135.91%13.88%N/AN/A2024-08-07
BN
BROOKFIELD CORP
$69.61B$95.53B$27.51B$1.11B$0.611.43%9.99%41.86%-22.32%2024-08-08
ICMB
INVESTCORP CREDIT MANAGEMENT BDC INC
$46.51M$25.36M$9.30M-$76.04k-$0.01-2.11%-10.11%N/AN/A
PWM
PRESTIGE WEALTH INC
$7.69M$348.53k-$979.30k-$1.04M-$0.13-83.29%N/AN/AN/A
TPG
TPG INC
$16.03B$2.57B$208.30M$70.55M$0.7167.45%N/A-15.48%N/A2024-08-06
LRFC
LOGAN RIDGE FINANCE CORP
$60.08M$19.92M$8.29M$19.00k$0.0018.28%-15.92%N/AN/A2024-08-08
HRZN
HORIZON TECHNOLOGY FINANCE CORP
$437.76M$111.57M$17.86M-$13.84M-$0.4419.93%28.20%N/AN/A2024-07-30
KKR
KKR & CO INC
$98.27B$21.03B$8.53B$4.04B$4.64168.49%46.55%N/A8.68%2024-08-05
OFS
OFS CAPITAL CORP
$118.71M$56.89M$6.24M-$13.32M-$0.999.24%4.26%N/AN/A2024-08-01
AINC
ASHFORD INC
$16.91M$770.81M$47.78M-$40.70M-$13.0910.81%29.62%N/AN/A2024-07-31
RMCO
ROYALTY MANAGEMENT HOLDING CORP
$13.51M$456.43k-$955.64k-$1.66M-$0.0890.20%N/AN/AN/A
SSSS
SURO CAPITAL CORP
$94.58M$6.83M-$16.66M-$21.62M-$0.8263.60%33.73%N/AN/A2024-08-07
CG
CARLYLE GROUP INC
$15.56B$2.79B-$453.30M-$643.50M-$1.77-24.83%-0.13%N/AN/A2024-08-05
ALTI
ALTI GLOBAL INC
$573.64M$243.65M-$51.54M-$64.52M-$1.05111.96%N/AN/AN/A
IVZ
INVESCO LTD
$7.21B$5.77B-$158.60M-$574.00M-$0.74-1.10%2.22%N/AN/A2024-07-23
BAM
BROOKFIELD ASSET MANAGEMENT LTD
$16.83B$3.89B$2.45B$1.76BN/A-0.87%N/AN/AN/A
BBUC
BROOKFIELD BUSINESS CORP
$1.62B$6.63B$2.32B$509.00MN/A3.27%N/AN/AN/A
HPH
HIGHEST PERFORMANCES HOLDINGS INC
$365.81M$11.28MN/A-$6.28M-$0.10-48.48%-16.94%N/AN/A
PX
P10 INC
$1.07B$250.60M$56.32M-$2.72M-$0.0218.02%N/AN/AN/A2024-08-08
BRDG
BRIDGE INVESTMENT GROUP HOLDINGS INC
$975.14M$326.32M$53.90M$1.02M-$0.25-19.29%N/AN/AN/A
HYW
HYWIN HOLDINGS LTD
$8.24MN/AN/AN/AN/AN/AN/AN/AN/A2024-09-13
BENF
BENEFICIENT
$18.64M-$98.70M-$2.07B-$2.10B-$673.31N/AN/AN/AN/A
BCG
BINAH CAPITAL GROUP INC
$97.08MN/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 2024?

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

1. Victory Capital Holdings (NASDAQ:VCTR)


Victory Capital Holdings (NASDAQ:VCTR) is the top asset management stock with a Zen Score of 62, which is 28 points higher than the asset management industry average of 34. It passed 23 out of 38 due diligence checks and has strong fundamentals. Victory Capital Holdings has seen its stock return 52.21% over the past year, overperforming other asset management stocks by 42 percentage points.

Victory Capital Holdings has an average 1 year price target of $51.57, an upside of 1.14% from Victory Capital Holdings's current stock price of $50.99.

Victory Capital Holdings stock has a consensus Buy recommendation according to Wall Street analysts. Of the 7 analysts covering Victory Capital Holdings, 28.57% have issued a Strong Buy rating, 28.57% have issued a Buy, 28.57% have issued a hold, while 0% have issued a Sell rating, and 14.29% have issued a Strong Sell.

2. Janus Henderson Group (NYSE:JHG)


Janus Henderson Group (NYSE:JHG) is the second best asset management stock with a Zen Score of 61, which is 27 points higher than the asset management industry average of 34. It passed 21 out of 38 due diligence checks and has strong fundamentals. Janus Henderson Group has seen its stock return 23.86% over the past year, overperforming other asset management stocks by 14 percentage points.

Janus Henderson Group has an average 1 year price target of $32.67, a downside of -7.2% from Janus Henderson Group's current stock price of $35.20.

Janus Henderson Group stock has a consensus Sell recommendation according to Wall Street analysts. Of the 6 analysts covering Janus Henderson Group, 16.67% have issued a Strong Buy rating, 0% have issued a Buy, 33.33% have issued a hold, while 0% have issued a Sell rating, and 50% have issued a Strong Sell.

3. Federated Hermes (NYSE:FHI)


Federated Hermes (NYSE:FHI) is the third best asset management stock with a Zen Score of 58, which is 24 points higher than the asset management industry average of 34. It passed 21 out of 38 due diligence checks and has strong fundamentals. Federated Hermes has seen its stock return 0.53% over the past year, underperforming other asset management stocks by -9 percentage points.

Federated Hermes has an average 1 year price target of $38.00, an upside of 12.09% from Federated Hermes's current stock price of $33.90.

Federated Hermes stock has a consensus Buy recommendation according to Wall Street analysts. Of the 5 analysts covering Federated Hermes, 20% have issued a Strong Buy rating, 20% have issued a Buy, 60% 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 63 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 26.36%, which is 20 percentage points higher than the asset management industry average of 6.83%. 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. Triplepoint Venture Growth Bdc (NYSE:TPVG)


Triplepoint Venture Growth Bdc (NYSE:TPVG) has an annual dividend yield of 19.44%, which is 13 percentage points higher than the asset management industry average of 6.83%. 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 -141.6% indicates that its high dividend yield might not be sustainable for the long-term.

3. Investcorp Credit Management Bdc (NASDAQ:ICMB)


Investcorp Credit Management Bdc (NASDAQ:ICMB) has an annual dividend yield of 18.58%, which is 12 percentage points higher than the asset management industry average of 6.83%. Investcorp Credit Management Bdc's dividend payout is not stable, having dropped more than 10% five times in the last 10 years. Investcorp Credit Management Bdc's dividend has not shown consistent growth over the last 10 years.

Investcorp Credit Management Bdc's dividend payout ratio of -6,300% 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 0.91% in the last day, and up 4.15% over the last week. Bank Of New York Mellon was the among the top gainers in the asset management industry, gaining 5.24% yesterday.

The Bank Of New York Mellon shares are trading higher following better-than-expected Q2 financial results.

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. Principal Financial Group (NASDAQ:PFG)


Principal Financial Group (NASDAQ:PFG) is the most undervalued asset management stock based on WallStreetZen's Valuation Score. Principal Financial Group 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.

Principal Financial Group's stock has gained 8.05% in the past year. It has underperformed other stocks in the asset management industry by -2 percentage points.

2. Corebridge Financial (NYSE:CRBG)


Corebridge Financial (NYSE:CRBG) is the second most undervalued asset management stock based on WallStreetZen's Valuation Score. Corebridge Financial 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.

Corebridge Financial's stock has gained 58.54% in the past year. It has overperformed other stocks in the asset management industry by 49 percentage points.

3. Affiliated Managers Group (NYSE:AMG)


Affiliated Managers Group (NYSE:AMG) is the third most undervalued asset management stock based on WallStreetZen's Valuation Score. Affiliated Managers Group 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.

Affiliated Managers Group's stock has gained 6.01% in the past year. It has underperformed other stocks in the asset management industry by -4 percentage points.

Are asset management stocks a good buy now?

47.06% of asset management stocks rated by analysts are a buy right now. On average, analysts expect asset management stocks to rise by 4.35% 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 28.33x.
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.