Sectors & IndustriesFinancial ServicesAsset Management
Best Asset Management Stocks to Buy Now (2026)
Top asset management stocks in 2026 ranked by overall Zen Rating. "A" Rated stocks have returned an average of +28.50% 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 98th ranked industry out of 145 stock market industries
Learn how the Zen Ratings work
Ticker
Company
Zen Rating
Growth
Market Cap
Revenue
EBITDA
Earnings
EPS
Rev. Y/Y
Rev. 5Y
Earn. Y/Y
Earn. 5Y
Earnings Date
AAMI
ACADIAN ASSET MANAGEMENT INC
$3.20B$610.80M$162.00M$84.20M$2.3417.51%4.91%-3.31%-7.63%
AMG
AFFILIATED MANAGERS GROUP INC
$9.76B$2.12B$1.21B$754.70M$26.884.18%0.41%87.32%26.74%
VCTR
VICTORY CAPITAL HOLDINGS INC
$6.76B$1.47B$648.02M$294.10M$4.5164.34%13.47%-1.31%6.77%
RPC
RIDGEPOST CAPITAL INC
$984.19M$304.70M$89.91M$23.47M$0.222.25%28.11%37.50%-9.38%
BEN
FRANKLIN RESOURCES INC
$17.16B$9.32B$1.73B$812.80M$1.477.94%3.24%188.24%-9.49%
SEIC
SEI INVESTMENTS CO
$12.57B$2.45B$996.90M$706.85M$5.8011.10%6.36%6.81%10.82%
PSEC
PROSPECT CAPITAL CORP
$1.17B$650.64M$94.65M-$158.45M-$0.37-14.92%0.97%N/AN/A2026-08-25
WHG
WESTWOOD HOLDINGS GROUP INC
$188.62M$99.48M$14.93M$7.36M$0.874.45%8.30%1,640.00%N/A
WT
WISDOMTREE INC
$3.22B$609.68M$179.33M$80.88M$0.5637.14%17.14%43.59%41.14%
FHI
FEDERATED HERMES INC
$4.72B$1.93B$587.26M$411.86M$5.3715.02%6.97%19.33%11.40%
NOAH
NOAH HOLDINGS LTD
$606.00M$386.07MN/A$78.73MN/A7.49%-7.99%N/AN/A2026-08-26
PAX
PATRIA INVESTMENTS LTD
$1.87B$399.23M$176.91M$72.16M$0.452.40%27.15%-2.99%N/A
TPG
TPG INC
$18.84B$5.06B$664.98M$236.23M$1.1830.07%N/A521.05%N/A
IVZ
INVESCO LTD
$13.94B$6.90B-$234.50M-$553.90M-$0.6712.18%1.18%N/AN/A
PFG
PRINCIPAL FINANCIAL GROUP INC
$24.28B$15.69B$2.07B$1.56B$7.133.72%2.57%42.89%4.18%
STT
STATE STREET CORP
$50.73B$15.06B$4.68B$3.22B$11.5312.33%5.20%27.54%12.56%
HLNE
HAMILTON LANE INC
$5.57B$858.37M$391.43M$275.90M$6.6424.01%19.59%26.24%14.12%
AMP
AMERIPRISE FINANCIAL INC
$48.76B$19.50B$5.33B$3.95B$41.9810.64%8.53%28.46%35.38%
HTGC
HERCULES CAPITAL INC
$3.23B$566.17M$496.96M$383.20M$2.0812.34%14.80%37.75%-7.00%
NTRS
NORTHERN TRUST CORP
$33.94B$9.09B$3.81B$2.20B$11.7115.72%7.84%36.96%14.73%
GECC
GREAT ELM CAPITAL CORP
$81.67M$43.66M-$20.35M-$38.31M-$3.12-8.36%13.45%N/AN/A
TRIN
TRINITY CAPITAL INC
$1.71B$336.08M$235.09M$141.34M$1.7625.65%38.62%-24.14%-11.44%
GCMG
GCM GROSVENOR INC
$2.74B$556.50M$92.96M$50.38M$0.934.80%4.31%144.74%42.19%2026-08-10
BLK
BLACKROCK INC
$176.41B$25.64B$10.57B$6.26B$40.3322.35%8.70%-3.08%2.98%
MAAS
MAASE INC
$6.00B$54.11MN/A-$337.05M-$13.62-79.25%17.67%N/AN/A
MFIC
MIDCAP FINANCIAL INVESTMENT CORP
$803.96M$314.01M$131.06M$5.97M$0.050.59%7.70%-95.90%-50.72%
TROW
PRICE T ROWE GROUP INC
$24.32B$7.59B$3.34B$2.22B$9.996.97%1.39%11.50%-4.84%
BX
BLACKSTONE INC
$101.87B$14.78B$4.70B$3.05B$3.9115.17%0.41%18.13%-6.56%
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC
$3.45B$1.25B$427.97M$300.50M$4.129.78%2.75%9.28%-2.31%
HRZN
HORIZON TECHNOLOGY FINANCE CORP
$311.04M$96.11M$37.81M$5.07M$0.42-1.07%14.38%N/A-6.57%
CNS
COHEN & STEERS INC
$4.30B$583.89M$243.87M$168.30M$3.277.42%3.25%2.83%5.18%
PSBD
PALMER SQUARE CAPITAL BDC INC
$320.31M$115.02M-$34.79M-$80.52M-$0.99-14.85%26.76%N/AN/A
PFLT
PENNANTPARK FLOATING RATE CAPITAL LTD
$746.12M$268.53M$162.28M$61.97M$0.6215.26%25.96%-30.34%-18.46%2026-08-10
GSBD
GOLDMAN SACHS BDC INC
$1.10B$340.18M$179.08M$58.48M$0.52-15.41%4.20%-58.73%-36.68%
TPVG
TRIPLEPOINT VENTURE GROWTH BDC CORP
$211.69M$90.12M$69.74M$40.17M$0.99-8.04%0.74%-3.88%-6.70%
BNY
BANK OF NEW YORK MELLON CORP
$106.94B$21.37B$9.72B$6.02B$8.6710.62%6.53%31.36%17.45%
FSK
FS KKR CAPITAL CORP
$3.48B$1.42B-$94.00M-$550.00M-$1.97-15.65%15.15%N/AN/A
VINP
VINCI COMPASS INVESTMENTS LTD
$658.80M$205.15M$107.70M$53.24M$0.8354.27%23.54%109.07%-18.61%2026-08-11
BCIC
BCP INVESTMENT CORP
$92.83M$66.63M$23.54M$1.40M-$0.2314.84%4.56%N/AN/A
GLAD
GLADSTONE CAPITAL CORP
$445.76M$98.93M$72.13M$48.15M$2.1411.29%13.72%-36.87%-10.75%
SCM
STELLUS CAPITAL INVESTMENT CORP
$243.45M$100.48M$60.68M$23.71M$0.82-3.10%12.65%-42.66%-25.40%2026-08-10
ALTI
ALTI GLOBAL INC
$674.70M$271.73M-$74.60M-$113.91M-$1.2729.50%N/AN/AN/A2026-08-10
AB
ALLIANCEBERNSTEIN HOLDING LP
$3.45B$343.43M$343.43M$312.51M$3.37-17.16%-1.03%0.00%0.12%
OWL
BLUE OWL CAPITAL INC
$18.51B$2.99B$694.91M$80.91M$0.1214.19%46.21%0.00%N/A
CION
CION INVESTMENT CORP
$373.92M$234.28M$91.00M-$957.00k-$0.02-0.28%8.70%N/AN/A
SII
SPROTT INC
$3.03B$399.72M$147.82M$105.36M$4.08102.23%21.69%110.31%27.73%
PNNT
PENNANTPARK INVESTMENT CORP
$240.94M$109.70M$54.13M$13.81M$0.20-20.72%5.32%-72.60%-36.90%2026-08-10
TCPC
BLACKROCK TCP CAPITAL CORP
$344.84M$188.48M-$61.07M-$126.13M-$1.49-27.40%1.84%N/AN/A
KKR
KKR & CO INC
$92.29B$21.31B$7.38B$2.99B$3.3631.14%12.93%48.67%-18.82%
BCSF
BAIN CAPITAL SPECIALTY FINANCE INC
$850.43M$272.58M$159.12M$73.60M$1.14-4.36%7.17%-34.48%-13.69%2026-08-10
VRTS
VIRTUS INVESTMENT PARTNERS INC
$1.10B$834.47M$392.22M$116.87M$17.23-7.57%4.29%0.58%1.76%
WHF
WHITEHORSE FINANCE INC
$146.53M$69.73M$9.39M$9.39M$0.41-19.05%1.37%5.13%-32.70%2026-08-11
OFS
OFS CAPITAL CORP
$51.85M$35.66M-$5.76M-$22.20M-$1.65-17.71%-3.91%N/AN/A
STEP
STEPSTONE GROUP INC
$5.54B$1.99B-$619.47M-$535.81M-$6.7869.69%20.41%N/AN/A
NMFC
NEW MOUNTAIN FINANCE CORP
$732.01M$288.20M$63.38M-$48.37M-$0.46-18.97%1.47%N/AN/A
BXSL
BLACKSTONE SECURED LENDING FUND
$5.71B$1.39B$844.08M$438.89M$1.910.43%25.80%-39.56%-21.06%
NCDL
NUVEEN CHURCHILL DIRECT LENDING CORP
$633.14M$200.53M$59.91M$59.28M$1.51-11.28%64.69%-24.12%4.70%
GAIN
GLADSTONE INVESTMENT CORPORATION
$660.65M$103.89M$203.62M$165.13M$4.219.32%10.19%94.01%9.29%
FDUS
FIDUS INVESTMENT CORP
$772.37M$166.90M$119.51M$82.63M$2.2712.77%13.55%-2.58%-4.52%
OXSQ
OXFORD SQUARE CAPITAL CORP
$139.36M$39.12M-$26.06M-$36.13M-$0.43-7.22%2.56%N/AN/A
BN
BROOKFIELD CORP
$98.49B$75.74B$30.33B$1.34B$0.52-6.55%3.89%173.68%-2.26%2026-08-13
CGBD
CARLYLE SECURED LENDING INC
$758.23M$259.59M$127.82M$37.01M$0.5110.71%8.86%-58.20%-28.08%
CSWC
CAPITAL SOUTHWEST CORP
$1.60B$237.21M$122.01M$110.73M$1.8913.48%27.11%13.86%-8.08%
GBDC
GOLUB CAPITAL BDC INC
$3.42B$800.71M$430.49M$171.75M$0.66-8.73%21.86%-53.85%-21.75%
TSLX
SIXTH STREET SPECIALTY LENDING INC
$1.82B$408.93M$216.65M$89.04M$0.94-13.78%9.26%-53.23%-23.59%
SAMG
SILVERCREST ASSET MANAGEMENT GROUP INC
$120.97M$125.44M$8.12M$905.00k$0.120.80%0.90%-86.36%-34.95%
INV
INNVENTURE INC
$288.69M$3.28M-$154.49M-$171.13M-$2.81168.44%N/AN/AN/A2026-08-13
BAM
BROOKFIELD ASSET MANAGEMENT LTD
$83.82B$5.07B$2.94B$2.52B$1.5621.47%N/A8.33%N/A
ARES
ARES MANAGEMENT CORP
$30.65B$5.99B$1.87B$535.10M$2.1724.03%14.06%24.71%3.58%
CCAP
CRESCENT CAPITAL BDC INC
$433.68M$163.07M$16.83M$15.09M$0.41-13.78%15.64%-69.40%-40.22%2026-08-10
MAIN
MAIN STREET CAPITAL CORP
$5.48B$569.45M$570.43M$426.30M$4.754.21%19.96%-19.49%4.08%
SLRC
SLR INVESTMENT CORP
$714.67M$209.56M$142.26M$73.77M$1.35-5.79%9.74%-17.18%-5.90%
PS
PERSHING SQUARE INC
$15.15BN/AN/AN/AN/AN/AN/AN/AN/A2026-08-13
ARCC
ARES CAPITAL CORP
$14.37B$3.11B$1.70B$960.00M$1.353.16%13.61%-33.82%-19.08%
CG
CARLYLE GROUP INC
$17.20B$4.06B$1.04B$546.50M$1.52-28.89%-7.87%-49.83%-21.78%
SAR
SARATOGA INVESTMENT CORP
$326.38M$124.17M$66.06M$15.77M$0.98-12.86%15.21%-60.00%-28.46%2026-10-06
NSLR
NEOSTELLAR CAPITAL CORP
$250.27M$1.92M$210.16M$205.25M$8.18-47.34%0.59%N/A-5.55%
BUR
BURFORD CAPITAL LTD
$968.29M-$1.43B-$1.43B-$1.60B-$7.32N/AN/AN/AN/A
APO
APOLLO GLOBAL MANAGEMENT INC
$73.47B$31.56B$5.66B$1.05B$1.6228.18%38.84%-71.92%-26.61%
BVC
BITVENTURES LTD
$105.42M$325.00kN/A$1.69M$0.16-92.72%N/AN/AN/A
AVAT
AVALANCHE TREASURY CORP
$14.50M$2.06M-$22.60M-$22.60M-$146.22N/AN/AN/AN/A
ICMB
INVESTCORP CREDIT MANAGEMENT BDC INC
$12.08M$16.58M-$11.71M-$19.68M-$1.37-21.47%-9.76%N/AN/A2026-08-11
ALP
ALPHA COMPUTE CORP
$4.51M$97.00k-$37.42M-$38.63M-$4.00N/AN/AN/AN/A
RAND
RAND CAPITAL CORP
$30.56M$5.50M$186.69k-$146.10k-$0.03-30.97%8.72%N/AN/A
AMTD
AMTD IDEA GROUP
$73.36M$101.22M$65.66M$41.44M$0.4825.80%-6.83%-33.33%-32.13%
RMCO
ROYALTY MANAGEMENT HOLDING CORP
$44.27M$5.66M-$1.22M-$1.32M-$0.08261.10%N/AN/AN/A2026-08-14
EQS
EQUUS TOTAL RETURN INC
$16.69M$1.35M$33.79M-$14.00M-$1.031.58%44.54%N/AN/A
AURE
AURELION INC
$62.45MN/AN/AN/AN/AN/AN/AN/AN/A
MLCI
MOUNT LOGAN CAPITAL INC
$33.90MN/AN/AN/AN/AN/AN/AN/AN/A2026-08-11
BCG
BINAH CAPITAL GROUP INC
$22.69M$186.91M$7.18M$3.17M$0.125.96%N/AN/AN/A2026-08-12
BENF
BENEFICIENT
$43.56M-$39.13M-$67.67M-$87.43M-$14.02N/AN/AN/AN/A
MGLD
MARYGOLD COMPANIES INC
$45.81M$29.01M-$1.03M-$2.19M-$0.04-2.33%-5.88%N/AN/A
GROW
U S GLOBAL INVESTORS INC
$81.44M$9.48M$3.86M$3.16M$0.246.18%-10.15%N/A-33.89%2026-09-14
PFX
PHENIXFIN CORP
$89.96M$25.18M$14.42M$4.67M$2.415.10%-4.89%-21.24%-7.61%
TGE
GENERATION ESSENTIALS GROUP
$45.80M$98.33M$17.57M-$7.75M-$0.1727.67%N/AN/AN/A
HNNA
HENNESSY ADVISORS INC
$78.49M$33.34M$14.04M$8.26M$1.05-6.90%1.07%-16.67%0.78%
WTF
WATON FINANCIAL LTD
$138.92M$11.08M-$13.54M-$15.15M-$0.3148.81%N/AN/AN/A
GEG
GREAT ELM GROUP INC
$69.30M$22.83M-$17.30M-$22.94M-$0.7016.30%-16.24%N/AN/A2026-09-01
CWD
CALIBERCOS INC
$4.61M$17.13M-$12.80M-$21.01M-$5.71-51.65%N/AN/AN/A2026-08-13
CRBG
COREBRIDGE FINANCIAL INC
$15.01B$20.06B$2.35B$889.00M$1.5929.45%N/AN/AN/A

Asset Management Stocks FAQ

What are the best asset management stocks to buy right now in Aug 2026?

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. Acadian Asset Management (NYSE:AAMI)


Acadian Asset Management (NYSE:AAMI) is the #1 top asset management stock out of 100 with a Zen Rating of A. Stocks with a rating of A have had an average return of +28.5% per year. Learn more.

The Component Grade breakdown for Acadian Asset Management (NYSE:AAMI) is: Value: C, Growth: B, Momentum: C, Sentiment: A, Safety: C, Financials: A, and AI: B.

Acadian Asset Management (NYSE:AAMI) has a Due Diligence Score of 37, which is 6 points higher than the asset management industry average of 31.

AAMI passed 15 out of 38 due diligence checks and has average fundamentals. Acadian Asset Management has seen its stock return 102.82% over the past year, overperforming other asset management stocks by 97 percentage points.

Acadian Asset Management has an average 1 year price target of $80.67, a downside of -10.22% from Acadian Asset Management's current stock price of $89.85.

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.

2. Affiliated Managers Group (NYSE:AMG)


Affiliated Managers Group (NYSE:AMG) is the #2 top asset management stock out of 100 with a Zen Rating of B. Stocks with a rating of B have had an average return of +17.17% per year. Learn more.

The Component Grade breakdown for Affiliated Managers Group (NYSE:AMG) is: Value: C, Growth: C, Momentum: C, Sentiment: C, Safety: C, Financials: B, and AI: B.

Affiliated Managers Group (NYSE:AMG) has a Due Diligence Score of 43, which is 12 points higher than the asset management industry average of 31.

AMG passed 18 out of 38 due diligence checks and has strong fundamentals. Affiliated Managers Group has seen its stock return 76.25% over the past year, overperforming other asset management stocks by 71 percentage points.

Affiliated Managers Group has an average 1 year price target of $409.50, an upside of 10.77% from Affiliated Managers Group's current stock price of $369.70.

Affiliated Managers Group stock has a consensus Strong Buy recommendation according to Wall Street analysts. Of the 2 analysts covering Affiliated Managers Group, 50% have issued a Strong Buy rating, 50% have issued a Buy, 0% have issued a hold, while 0% have issued a Sell rating, and 0% have issued a Strong Sell.

3. Victory Capital Holdings (NASDAQ:VCTR)


Victory Capital Holdings (NASDAQ:VCTR) is the #3 top asset management stock out of 100 with a Zen Rating of B. Stocks with a rating of B have had an average return of +17.17% per year. Learn more.

The Component Grade breakdown for Victory Capital Holdings (NASDAQ:VCTR) is: Value: C, Growth: C, Momentum: C, Sentiment: B, Safety: D, Financials: B, and AI: B.

Victory Capital Holdings (NASDAQ:VCTR) has a Due Diligence Score of 58, which is 27 points higher than the asset management industry average of 31.

VCTR passed 21 out of 38 due diligence checks and has strong fundamentals. Victory Capital Holdings has seen its stock return 61.14% over the past year, overperforming other asset management stocks by 55 percentage points.

Victory Capital Holdings has an average 1 year price target of $104.00, a downside of -3.85% from Victory Capital Holdings's current stock price of $108.16.

Victory Capital Holdings stock has a consensus Hold recommendation according to Wall Street analysts. Of the 4 analysts covering Victory Capital Holdings, 0% have issued a Strong Buy rating, 25% have issued a Buy, 75% 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. Oxford Square Capital (NASDAQ:OXSQ)


Oxford Square Capital (NASDAQ:OXSQ) has an annual dividend yield of 28.19%, which is 19 percentage points higher than the asset management industry average of 8.78%. Oxford Square Capital's dividend payout is not stable, having dropped more than 10% four 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 -97.7% indicates that its high dividend yield might not be sustainable for the long-term.

2. Pennantpark Investment (NYSE:PNNT)


Pennantpark Investment (NYSE:PNNT) has an annual dividend yield of 24.93%, which is 16 percentage points higher than the asset management industry average of 8.78%. Pennantpark Investment's dividend payout is not stable, having dropped more than 10% four times in the last 10 years. Pennantpark Investment's dividend has not shown consistent growth over the last 10 years.

Pennantpark Investment's dividend payout ratio of 480% indicates that its high dividend yield might not be sustainable for the long-term.

3. Horizon Technology Finance (NASDAQ:HRZN)


Horizon Technology Finance (NASDAQ:HRZN) has an annual dividend yield of 24.35%, which is 16 percentage points higher than the asset management industry average of 8.78%. Horizon Technology Finance's dividend payout is not stable, having dropped more than 10% seven times in the last 10 years. Horizon Technology Finance's dividend has not shown consistent growth over the last 10 years.

Horizon Technology Finance's dividend payout ratio of 269% 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 0.22% in the last day, and up 4.09% over the last week.

We couldn't find a catalyst for why asset management stocks are up.

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. Noah Holdings (NYSE:NOAH)


Noah Holdings (NYSE:NOAH) 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.

Noah Holdings has a valuation score of 14, which is -17 points higher than the asset management industry average of 31. It passed 1 out of 7 valuation due diligence checks. Although this number is below the industry average, our proven quant model rates NOAH a Valuation Rating of "A".

Noah Holdings's stock has dropped -28.03% in the past year. It has underperformed other stocks in the asset management industry by -34 percentage points.

2. Triplepoint Venture Growth Bdc (NYSE:TPVG)


Triplepoint Venture Growth Bdc (NYSE:TPVG) 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.

Triplepoint Venture Growth Bdc has a valuation score of 43, which is 12 points higher than the asset management industry average of 31. It passed 3 out of 7 valuation due diligence checks.

Triplepoint Venture Growth Bdc's stock has dropped -17.85% in the past year. It has underperformed other stocks in the asset management industry by -24 percentage points.

3. Virtus Investment Partners (NYSE:VRTS)


Virtus Investment Partners (NYSE:VRTS) 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.

Virtus Investment Partners has a valuation score of 71, which is 40 points higher than the asset management industry average of 31. It passed 5 out of 7 valuation due diligence checks.

Virtus Investment Partners's stock has dropped -11.75% in the past year. It has underperformed other stocks in the asset management industry by -17 percentage points.

Are asset management stocks a good buy now?

36.62% of asset management stocks rated by analysts are a buy right now. On average, analysts expect asset management stocks to rise by 9.93% over the next year.

1.27% of asset management stocks have a Zen Rating of A (Strong Buy), 10.13% of asset management stocks are rated B (Buy), 74.68% are rated C (Hold), 12.66% are rated D (Sell), and 1.27% 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 33.34x.
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.