Best Asset Management Stocks to Buy Now (2025)
Top asset management stocks in 2025 ranked by overall Due Diligence 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
$4.18B$866.90M$445.41M$267.13M$4.116.14%12.10%30.89%32.40%2025-02-06
JHG
JANUS HENDERSON GROUP PLC
$6.61B$2.33B$593.90M$408.40M$2.5213.91%1.78%24.75%3.13%2025-02-01
AB
ALLIANCEBERNSTEIN HOLDING LP
$4.08B$433.88M$433.88M$397.14M$3.4953.23%12.10%58.64%8.89%2025-02-04
HNNA
HENNESSY ADVISORS INC
$91.92M$29.65M$12.22M$7.10M$0.9223.42%-7.04%46.03%-8.31%2025-02-06
SEIC
SEI INVESTMENTS CO
$10.56B$2.05B$780.37M$546.15M$4.188.53%4.70%23.30%5.49%2025-01-29
FHI
FEDERATED HERMES INC
$3.15B$1.60B$417.25M$261.04M$3.110.44%4.61%0.97%4.55%2025-01-23
GROW
U S GLOBAL INVESTORS INC
$32.60M$10.01M$2.46M$1.82M$0.13-27.45%25.47%-38.10%N/A2025-02-06
TROW
PRICE T ROWE GROUP INC
$25.18B$6.91B$3.06B$2.10B$9.158.96%4.85%29.97%2.75%2025-02-06
HLNE
HAMILTON LANE INC
$8.02B$648.66M$268.66M$181.81M$4.6631.90%19.88%50.81%24.95%2025-02-04
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC
$3.37B$1.06B$358.55M$254.80M$3.5911.72%6.34%19.27%8.30%2025-01-28
TRIN
TRINITY CAPITAL INC
$860.61M$214.69M$140.78M$87.44M$1.7522.31%N/A10.06%N/A2025-03-04
WT
WISDOMTREE INC
$1.39B$407.88M$105.90M$58.46M$0.3023.04%8.81%-3.23%N/A2025-01-31
BLK
BLACKROCK INC
$156.92B$19.36B$8.88B$6.07B$40.9210.22%6.71%13.70%9.35%
VRTS
VIRTUS INVESTMENT PARTNERS INC
$1.47B$888.04M$425.53M$119.29M$16.767.12%9.85%-9.80%11.88%2025-01-31
GLAD
GLADSTONE CAPITAL CORP
$650.47M$96.62M$116.22M$94.51M$4.3411.79%14.07%89.52%26.12%2025-02-03
GBDC
GOLUB CAPITAL BDC INC
$4.03B$724.68M$487.38M$273.79M$1.3620.16%33.28%-10.53%N/A2025-02-03
SAR
SARATOGA INVESTMENT CORP
$356.94M$154.79M$85.91M$34.07M$2.5111.52%23.53%30.73%-10.41%
NTRS
NORTHERN TRUST CORP
$21.03B$7.86B$2.91B$1.65B$8.0716.78%5.38%52.84%3.61%2025-01-23
FDUS
FIDUS INVESTMENT CORP
$720.35M$145.01M$112.86M$87.13M$2.8319.57%12.69%31.02%11.39%2025-02-26
PFLT
PENNANTPARK FLOATING RATE CAPITAL LTD
$917.19M$186.36M$152.18M$91.84M$1.4033.74%14.93%81.82%37.01%2025-02-05
CSWC
CAPITAL SOUTHWEST CORP
$1.06B$195.06M$81.94M$73.67M$1.6427.41%26.93%-11.83%-2.59%2025-01-27
AMP
AMERIPRISE FINANCIAL INC
$52.12B$16.76B$3.58B$2.71B$26.5310.19%5.44%0.15%13.08%2025-01-22
AMG
AFFILIATED MANAGERS GROUP INC
$5.65B$2.02B$847.30M$545.50M$16.86-3.61%-2.13%-50.03%N/A2025-02-03
SAMG
SILVERCREST ASSET MANAGEMENT GROUP INC
$253.03M$120.23M$20.02M$7.51M$0.792.45%3.93%-35.77%-5.89%2025-03-05
CCAP
CRESCENT CAPITAL BDC INC
$712.32M$200.90M$96.39M$94.52M$2.5619.05%32.43%66.23%19.06%2025-02-19
MAIN
MAIN STREET CAPITAL CORP
$5.22B$529.90M$619.75M$472.92M$5.539.27%16.97%11.27%22.93%2025-02-20
OWL
BLUE OWL CAPITAL INC
$34.22B$2.16B$566.05M$106.90M$0.2032.15%N/A122.22%N/A
NOAH
NOAH HOLDINGS LTD
$725.85M$379.11MN/A$80.31MN/A-16.90%-4.36%N/AN/A
DHIL
DIAMOND HILL INVESTMENT GROUP INC
$411.09M$145.80M$68.05M$49.40M$17.615.76%1.53%21.87%5.68%2025-02-26
ICMB
INVESTCORP CREDIT MANAGEMENT BDC INC
$43.94M$24.83M$12.84M$4.20M$0.30-5.54%-6.48%N/AN/A2025-02-10
CGBD
CARLYLE SECURED LENDING INC
$919.37M$238.92M$166.91M$93.71M$1.851.68%1.29%31.21%27.46%2025-02-24
RAND
RAND CAPITAL CORP
$54.87M$8.35M$14.17M$12.86M$4.9816.96%28.24%122.32%N/A2025-03-03
HTGC
HERCULES CAPITAL INC
$3.29B$494.41M$401.91M$321.71M$2.0512.81%14.23%0.99%13.26%2025-02-13
BX
BLACKSTONE INC
$126.45B$11.43B$3.53B$2.22B$2.9235.43%14.73%22.18%4.89%2025-01-23
BEN
FRANKLIN RESOURCES INC
$10.28B$8.48B$1.29B$464.80M$0.858.01%8.38%-50.58%-18.40%2025-01-27
BK
BANK OF NEW YORK MELLON CORP
$59.65B$18.13B$6.65B$3.37B$4.515.06%2.93%4.88%3.11%
AAMI
ACADIAN ASSET MANAGEMENT INC
$916.53M$469.00M$135.70M$65.30M$1.6712.17%-10.72%-5.11%-2.65%2025-01-30
WHF
WHITEHORSE FINANCE INC
$227.78M$97.44M$10.38M$10.38M$0.45-5.91%8.00%-33.82%-19.49%2025-02-26
MFIC
MIDCAP FINANCIAL INVESTMENT CORP
$1.26B$291.58M$220.20M$108.02M$1.568.84%2.14%17.29%11.88%2025-02-24
BXSL
BLACKSTONE SECURED LENDING FUND
$6.98B$1.28B$1.01B$688.91M$3.6017.27%N/A1.98%N/A
ARCC
ARES CAPITAL CORP
$14.64B$2.94B$2.33B$1.58B$2.6215.35%14.59%10.55%8.66%2025-02-05
TPVG
TRIPLEPOINT VENTURE GROWTH BDC CORP
$305.17M$115.87M$41.61M$10.44M$0.19-16.92%10.63%N/A-33.03%2025-03-04
STT
STATE STREET CORP
$29.25B$12.63B$2.89B$1.93B$6.474.76%1.49%-6.77%4.87%2025-01-17
ARES
ARES MANAGEMENT CORP
$57.76B$3.68B$1.10B$460.38M$2.214.67%18.48%1.38%19.95%2025-02-06
FSK
FS KKR CAPITAL CORP
$6.12B$1.76B$995.00M$528.00M$1.88-3.88%20.44%-21.67%-30.52%2025-02-24
APO
APOLLO GLOBAL MANAGEMENT INC
$93.27B$31.88B$6.43B$5.75B$9.5220.57%75.73%96.29%35.82%2025-02-07
SII
SPROTT INC
$1.06B$176.78M$68.94M$47.28M$1.8720.39%N/A19.87%N/A2025-02-19
SWKH
SWK HOLDINGS CORP
$202.46M$43.63M$18.38M$11.57M$0.9315.83%9.34%-25.60%-9.36%
VINP
VINCI PARTNERS INVESTMENTS LTD
$549.79M$84.72M$59.19M$31.94M$0.60-0.54%N/A-19.11%N/A
BRDG
BRIDGE INVESTMENT GROUP HOLDINGS INC
$908.13M$404.93M$55.83M$7.73M$0.0363.66%N/AN/AN/A
PNNT
PENNANTPARK INVESTMENT CORP
$466.21M$143.82M$96.64M$48.85M$0.75-1.06%5.11%N/A25.59%2025-02-05
PX
P10 INC
$1.49B$274.50M$72.76M$12.34M$0.1015.82%N/AN/AN/A
PAX
PATRIA INVESTMENTS LTD
$1.75B$314.18M$124.84M$81.61M$0.554.51%N/A-27.61%N/A2025-02-13
GAIN
GLADSTONE INVESTMENT CORPORATION
$482.09M$91.47M$64.04M$38.12M$1.0511.51%7.07%-53.74%-0.93%2025-02-04
CNS
COHEN & STEERS INC
$4.39B$496.82M$199.48M$135.26M$2.710.21%4.70%1.12%0.75%2025-01-22
AC
ASSOCIATED CAPITAL GROUP INC
$748.40M$13.66M$73.75M$56.39M$2.62-6.36%-8.11%65.82%N/A2025-02-04
SCM
STELLUS CAPITAL INVESTMENT CORP
$378.81M$107.14M$81.80M$48.64M$2.005.88%12.76%300.00%5.37%2025-03-03
BCSF
BAIN CAPITAL SPECIALTY FINANCE INC
$1.12B$294.26M$205.60M$128.34M$1.993.17%10.71%-4.78%11.79%2025-02-25
AMTD
AMTD IDEA GROUP
$85.11M$31.36MN/A$78.37M$0.88-85.00%-19.32%-70.60%-4.81%2025-03-10
BN
BROOKFIELD CORP
$86.08B$94.92B$28.00B$1.07B$0.580.34%8.54%427.27%-21.77%2025-02-06
SLRC
SLR INVESTMENT CORP
$902.88M$236.64M$171.56M$96.77M$1.775.79%8.71%33.08%2.30%2025-02-25
PFX
PHENIXFIN CORP
$98.46M$22.18M$24.34M$18.62M$9.1310.18%-13.69%-29.06%N/A2025-02-06
TSLX
SIXTH STREET SPECIALTY LENDING INC
$2.00B$478.36M$345.52M$186.74M$2.0614.25%12.99%-20.77%0.80%2025-02-13
BUR
BURFORD CAPITAL LTD
$2.87B$745.64MN/A$259.55M$1.19-21.98%N/A-55.93%N/A2025-03-12
GCMG
GCM GROSVENOR INC
$2.44B$465.31M$57.16M$14.34M$0.338.65%4.22%3.13%18.71%2025-02-11
GECC
GREAT ELM CAPITAL CORP
$111.81M$39.35M$19.20M$5.90M$0.7015.76%7.87%-59.06%N/A2025-02-26
PTMN
PORTMAN RIDGE FINANCE CORP
$149.25M$65.83M$26.07M$3.60M$0.37-14.67%20.38%N/AN/A2025-03-11
HPH
HIGHEST PERFORMANCES HOLDINGS INC
$64.86M$175.42M-$25.16M-$40.40M-$0.26996.04%42.53%N/AN/A
NMFC
NEW MOUNTAIN FINANCE CORP
$1.19B$373.51M$249.12M$113.01M$1.074.95%6.96%-12.30%-0.55%2025-02-24
KKR
KKR & CO INC
$133.68B$23.05B$7.23B$2.99B$3.3883.02%50.56%3.36%12.33%2025-02-04
WHG
WESTWOOD HOLDINGS GROUP INC
$131.84M$92.37M$10.23M$2.70M$0.356.16%0.17%-25.53%-19.73%2025-02-12
GEG
GREAT ELM GROUP INC
$53.54M$18.52M$4.31M-$1.19M-$0.0583.09%-20.97%N/AN/A2025-02-11
BAM
BROOKFIELD ASSET MANAGEMENT LTD
$23.98B$4.05B$2.58B$1.85BN/A-0.05%N/AN/AN/A2025-02-05
STEP
STEPSTONE GROUP INC
$6.94B$800.28M$122.38M$41.56M$0.6248.87%N/A-44.64%N/A2025-02-06
MRCC
MONROE CAPITAL CORP
$181.56M$62.01M$36.08M$13.00M$0.61-3.05%-0.95%306.67%-5.04%2025-03-10
PFG
PRINCIPAL FINANCIAL GROUP INC
$18.32B$14.07B-$119.60M-$206.10M-$0.77-0.42%-2.48%N/AN/A2025-02-10
GSBD
GOLDMAN SACHS BDC INC
$1.44B$445.94M$195.47M$75.87M$0.70-0.02%24.72%-49.28%1.49%2025-02-26
RMCO
ROYALTY MANAGEMENT HOLDING CORP
$14.78M$699.17k-$1.09M-$1.40M-$0.0346.15%N/AN/AN/A
OXSQ
OXFORD SQUARE CAPITAL CORP
$181.27M$44.79M$3.31M-$4.69M-$0.10-12.89%-7.01%N/AN/A2025-03-13
PWM
PRESTIGE WEALTH INC
$13.54M$348.53k-$979.30k-$1.04M-$0.13-83.29%N/AN/AN/A
TCPC
BLACKROCK TCP CAPITAL CORP
$741.22M$249.04M$28.06M-$37.90M-$0.5021.38%4.93%N/AN/A2025-02-26
CION
CION INVESTMENT CORP
$602.13M$254.54M$175.13M$79.44M$1.463.26%5.00%46.00%N/A2025-03-12
CG
CARLYLE GROUP INC
$19.28B$5.32B$513.70M$117.50M$0.3592.94%11.63%-40.68%-35.02%2025-02-05
IVZ
INVESCO LTD
$7.66B$5.89B-$261.50M-$650.40M-$0.912.45%0.90%N/AN/A2025-01-21
TPG
TPG INC
$24.09B$3.41B$267.75M$23.68M$0.1484.54%N/A-86.14%N/A
MGLD
MARYGOLD COMPANIES INC
$71.38M$32.51M-$5.52M-$5.16M-$0.13-4.88%4.74%N/AN/A2025-02-12
HRZN
HORIZON TECHNOLOGY FINANCE CORP
$351.70M$104.55M$29.80M-$3.86M-$0.14-3.58%21.83%N/AN/A2025-02-25
OFS
OFS CAPITAL CORP
$108.39M$49.80M$16.43M-$1.14M-$0.09-13.33%-0.74%N/AN/A2025-03-03
LRFC
LOGAN RIDGE FINANCE CORP
$63.99M$19.94M$5.14M-$3.28M-$1.22-1.79%-15.29%N/AN/A2025-03-11
PSEC
PROSPECT CAPITAL CORP
$1.87B$821.73M$171.57M-$111.66M-$0.26-7.23%3.70%N/AN/A2025-02-06
ALTI
ALTI GLOBAL INC
$578.88M$245.32M-$66.42M-$93.87M-$1.4438.64%N/AN/AN/A
CRBG
COREBRIDGE FINANCIAL INC
$17.46B$15.52B-$1.09B-$1.25B-$2.02-21.05%N/AN/AN/A2025-02-13
EQS
EQUUS TOTAL RETURN INC
$17.21M$1.14M-$6.89M-$7.06M-$0.501,795.00%25.72%N/AN/A
BENF
BENEFICIENT
$3.42M-$34.59M-$527.06M-$547.80M-$148.62N/AN/AN/AN/A
SSSS
SURO CAPITAL CORP
$137.23M$5.90M-$42.44M-$47.29M-$1.895.43%29.43%N/AN/A2025-03-11
STEC
SANTECH HOLDINGS LTD
$18.65MN/AN/AN/AN/AN/AN/AN/AN/A
INV
INNVENTURE INC
$635.20M$1.88M-$50.17M-$63.57M-$5.432.51%N/AN/AN/A
BBUC
BROOKFIELD BUSINESS CORP
$1.75B$4.89B$1.28B-$38.00MN/A-3.41%N/AN/AN/A
BCG
BINAH CAPITAL GROUP INC
$43.00M$165.58M$1.04M-$5.07MN/A-3.29%N/AN/AN/A
CWD
CALIBERCOS INC
$15.48M$66.38M$2.38M-$10.75M-$0.49-24.96%N/AN/AN/A

Asset Management Stocks FAQ

What are the best asset management stocks to buy right now in Jan 2025?

According to Due Diligence 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 Due Diligence Score of 68, which is 36 points higher than the asset management industry average of 32. It passed 25 out of 38 due diligence checks and has strong fundamentals. Victory Capital Holdings has seen its stock return 89.84% over the past year, overperforming other asset management stocks by 66 percentage points.

Victory Capital Holdings has an average 1 year price target of $65.00, an upside of 1.15% from Victory Capital Holdings's current stock price of $64.26.

Victory Capital Holdings stock has a consensus Buy recommendation according to Wall Street analysts. Of the 9 analysts covering Victory Capital Holdings, 22.22% have issued a Strong Buy rating, 22.22% have issued a Buy, 55.56% have issued a hold, while 0% have issued a Sell rating, and 0% 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 Due Diligence Score of 59, which is 27 points higher than the asset management industry average of 32. It passed 21 out of 38 due diligence checks and has strong fundamentals. Janus Henderson Group has seen its stock return 44.39% over the past year, overperforming other asset management stocks by 21 percentage points.

Janus Henderson Group has an average 1 year price target of $43.14, an upside of 3.78% from Janus Henderson Group's current stock price of $41.57.

Janus Henderson Group stock has a consensus Hold recommendation according to Wall Street analysts. Of the 7 analysts covering Janus Henderson Group, 14.29% have issued a Strong Buy rating, 0% have issued a Buy, 71.43% have issued a hold, while 0% have issued a Sell rating, and 14.29% have issued a Strong Sell.

3. Alliancebernstein Holding (NYSE:AB)


Alliancebernstein Holding (NYSE:AB) is the third best asset management stock with a Due Diligence Score of 58, which is 26 points higher than the asset management industry average of 32. It passed 21 out of 38 due diligence checks and has strong fundamentals. Alliancebernstein Holding has seen its stock return 9.2% over the past year, underperforming other asset management stocks by -15 percentage points.

Alliancebernstein Holding has an average 1 year price target of $41.00, an upside of 13.98% from Alliancebernstein Holding's current stock price of $35.97.

Alliancebernstein Holding stock has a consensus Strong Buy recommendation according to Wall Street analysts. Of the 4 analysts covering Alliancebernstein Holding, 50% have issued a Strong Buy rating, 25% have issued a Buy, 25% 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 81 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 20.59%, which is 14 percentage points higher than the asset management industry average of 6.41%. 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 18.37%, which is 12 percentage points higher than the asset management industry average of 6.41%. 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.

3. Portman Ridge Finance (NASDAQ:PTMN)


Portman Ridge Finance (NASDAQ:PTMN) has an annual dividend yield of 17.04%, which is 11 percentage points higher than the asset management industry average of 6.41%. 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.

Why are asset management stocks up?

Asset management stocks were up 2.85% in the last day, and up 0.99% over the last week. Innventure was the among the top gainers in the asset management industry, gaining 10.33% yesterday.

Shares of banking and financial services stocks are trading higher following strong bank earnings.

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. Investcorp Credit Management Bdc (NASDAQ:ICMB)


Investcorp Credit Management Bdc (NASDAQ:ICMB) is the most undervalued asset management stock based on WallStreetZen's Valuation Score. Investcorp Credit Management Bdc has a valuation score of 100, which is 60 points higher than the asset management industry average of 40. It passed 7 out of 7 valuation due diligence checks.

Investcorp Credit Management Bdc's stock has dropped -14.8% in the past year. It has underperformed other stocks in the asset management industry by -39 percentage points.

2. Victory Capital Holdings (NASDAQ:VCTR)


Victory Capital Holdings (NASDAQ:VCTR) is the second most undervalued asset management stock based on WallStreetZen's Valuation Score. Victory Capital Holdings has a valuation score of 86, which is 46 points higher than the asset management industry average of 40. It passed 6 out of 7 valuation due diligence checks.

Victory Capital Holdings's stock has gained 89.84% in the past year. It has overperformed other stocks in the asset management industry by 66 percentage points.

3. Crescent Capital Bdc (NASDAQ:CCAP)


Crescent Capital Bdc (NASDAQ:CCAP) is the third most undervalued asset management stock based on WallStreetZen's Valuation Score. Crescent Capital Bdc has a valuation score of 71, which is 31 points higher than the asset management industry average of 40. It passed 5 out of 7 valuation due diligence checks.

Crescent Capital Bdc's stock has gained 14.88% in the past year. It has underperformed other stocks in the asset management industry by -9 percentage points.

Are asset management stocks a good buy now?

32.35% of asset management stocks rated by analysts are a buy right now. On average, analysts expect asset management stocks to rise by 5.93% 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 48x.
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.