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 93rd 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
$3.32B$668.50M$181.90M$101.40M$2.8324.21%6.35%17.43%-22.25%2026-10-29
AMG
AFFILIATED MANAGERS GROUP INC
$9.57B$2.27B$1.35B$856.30M$30.9711.80%0.68%107.99%24.90%
WHG
WESTWOOD HOLDINGS GROUP INC
$179.89M$101.70M$15.10M$7.86M$0.936.30%8.27%111.36%N/A2026-10-29
WT
WISDOMTREE INC
$3.77B$609.68M$179.33M$80.88M$0.5637.14%17.14%43.59%41.14%
BEN
FRANKLIN RESOURCES INC
$17.65B$9.32B$1.73B$812.80M$1.477.94%3.24%188.24%-9.49%
RPC
RIDGEPOST CAPITAL INC
$937.03M$312.91M$94.40M$27.38M$0.264.43%23.98%100.00%-6.81%
VCTR
VICTORY CAPITAL HOLDINGS INC
$7.00B$1.56B$746.01M$353.44M$5.5251.50%13.60%34.31%8.86%
GCMG
GCM GROSVENOR INC
$2.69B$571.18M$89.18M$44.50M$0.797.02%3.53%38.60%35.97%
PAX
PATRIA INVESTMENTS LTD
$1.81B$399.23M$176.91M$72.16M$0.452.40%27.15%-2.99%N/A
SEIC
SEI INVESTMENTS CO
$13.25B$2.45B$996.90M$706.85M$5.8011.10%6.36%6.81%10.82%2026-10-28
TPG
TPG INC
$20.25B$5.06B$664.98M$236.23M$1.1830.07%N/A521.05%N/A
MFIC
MIDCAP FINANCIAL INVESTMENT CORP
$792.42M$300.98M$89.93M-$29.65M-$0.35-7.17%7.40%N/AN/A
IVZ
INVESCO LTD
$14.60B$6.90B-$234.50M-$553.90M-$0.6712.18%1.18%N/AN/A2026-10-27
CION
CION INVESTMENT CORP
$361.15M$231.83M$95.86M$2.71M$0.082.65%8.16%N/A-50.75%
HTGC
HERCULES CAPITAL INC
$3.30B$566.17M$496.96M$383.20M$2.0812.34%14.80%37.75%-7.00%2026-10-29
AMP
AMERIPRISE FINANCIAL INC
$49.52B$19.50B$5.33B$3.95B$41.9810.64%8.53%28.46%35.38%2026-10-29
NOAH
NOAH HOLDINGS LTD
$576.02M$388.54MN/A$87.51M$1.276.76%-8.81%9.26%N/A
VRTS
VIRTUS INVESTMENT PARTNERS INC
$1.06B$825.31M$400.46M$119.81M$17.84-7.16%0.95%-14.40%-4.54%2026-10-23
FHI
FEDERATED HERMES INC
$4.66B$1.93B$587.26M$411.86M$5.3715.02%6.97%19.33%11.40%2026-10-29
STT
STATE STREET CORP
$53.36B$15.06B$4.68B$3.22B$11.5312.33%5.20%27.54%12.56%2026-10-16
HLNE
HAMILTON LANE INC
$5.68B$858.37M$391.43M$275.90M$6.6424.01%19.59%26.24%14.12%
DBRG
DIGITALBRIDGE GROUP INC
$2.99B$632.63M$392.00M$285.13M$1.55242.82%-2.99%N/AN/A2026-10-29
CNS
COHEN & STEERS INC
$4.11B$583.89M$243.87M$168.30M$3.277.42%3.25%2.83%5.18%2026-10-15
GSBD
GOLDMAN SACHS BDC INC
$1.12B$340.18M$179.08M$58.48M$0.52-15.41%4.20%-58.73%-36.68%
TRIN
TRINITY CAPITAL INC
$1.73B$336.08M$235.09M$141.34M$1.7625.65%38.62%-24.14%-11.44%
NTRS
NORTHERN TRUST CORP
$34.15B$9.09B$3.81B$2.20B$11.7115.72%7.84%36.96%14.73%2026-10-28
PFG
PRINCIPAL FINANCIAL GROUP INC
$24.98B$15.69B$2.07B$1.56B$7.133.72%2.57%42.89%4.18%2026-10-26
PSBD
PALMER SQUARE CAPITAL BDC INC
$317.24M$115.02M-$34.79M-$80.52M-$0.99-14.85%26.76%N/AN/A
WHF
WHITEHORSE FINANCE INC
$152.48M$65.26M$17.55M$17.55M$0.79-19.92%-1.01%426.67%-19.73%
PSEC
PROSPECT CAPITAL CORP
$1.17B$639.45M$283.55M$29.83M$0.06-11.12%0.24%N/A-52.61%
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC
$3.37B$1.25B$427.97M$300.50M$4.129.78%2.75%9.28%-2.31%2026-10-27
HRZN
HORIZON TECHNOLOGY FINANCE CORP
$324.44M$96.11M$37.81M$5.07M$0.42-1.07%14.38%N/A-6.57%2026-10-27
GECC
GREAT ELM CAPITAL CORP
$83.34M$43.66M-$20.35M-$38.31M-$3.12-8.36%13.45%N/AN/A
VINP
VINCI COMPASS INVESTMENTS LTD
$674.02M$204.82M$95.49M$47.37M$0.7334.61%20.43%50.00%-21.07%
BX
BLACKSTONE INC
$102.20B$16.11B$5.33B$3.52B$4.4717.19%-1.36%20.49%-7.21%2026-10-22
HASI
HA SUSTAINABLE INFRASTRUCTURE CAPITAL INC
$4.93B$462.89M$471.00M$86.15M$0.6426.51%17.34%-62.35%-15.21%
MAAS
MAASE INC
$5.23B$54.11MN/A-$337.05M-$13.62-79.25%17.67%N/AN/A
TROW
PRICE T ROWE GROUP INC
$23.42B$7.59B$3.34B$2.22B$9.996.97%1.39%11.50%-4.84%
BLK
BLACKROCK INC
$173.81B$27.30B$11.12B$6.58B$42.3826.54%8.61%1.31%3.33%2026-10-13
OXSQ
OXFORD SQUARE CAPITAL CORP
$145.41M$39.00M-$25.59M-$36.53M-$0.45-3.09%2.74%N/AN/A
PFLT
PENNANTPARK FLOATING RATE CAPITAL LTD
$733.22M$271.11M$152.89M$50.25M$0.519.33%26.76%-38.55%-22.12%
TCPC
BLACKROCK TCP CAPITAL CORP
$341.48M$177.04M-$45.51M-$108.47M-$1.28-26.09%0.99%N/AN/A
KKR
KKR & CO INC
$96.70B$21.31B$7.38B$2.99B$3.3631.14%12.93%48.67%-18.82%
BNY
BANK OF NEW YORK MELLON CORP
$111.84B$21.37B$9.72B$6.02B$8.6710.62%6.53%31.36%17.45%2026-10-15
SCM
STELLUS CAPITAL INVESTMENT CORP
$250.05M$97.09M$66.25M$29.77M$1.02-5.52%11.38%-29.17%-10.74%
SII
SPROTT INC
$3.33B$399.72M$147.82M$105.36M$4.08102.23%21.69%110.31%27.73%
OWL
BLUE OWL CAPITAL INC
$18.32B$2.99B$694.91M$80.91M$0.1214.19%46.21%0.00%N/A2026-10-29
BCIC
BCP INVESTMENT CORP
$90.90M$69.17M$19.87M-$3.96M-$0.5427.34%0.48%N/AN/A
AB
ALLIANCEBERNSTEIN HOLDING LP
$3.48B$343.43M$343.43M$312.51M$3.37-17.16%-1.03%0.00%0.12%2026-10-22
GLAD
GLADSTONE CAPITAL CORP
$454.12M$98.93M$72.13M$48.15M$2.1411.29%13.72%-36.87%-10.75%
FSK
FS KKR CAPITAL CORP
$3.44B$1.32B$46.00M-$375.00M-$1.35-20.11%11.62%N/AN/A
FDUS
FIDUS INVESTMENT CORP
$745.04M$170.43M$117.37M$77.31M$2.0811.90%13.67%-9.57%-10.34%
TPVG
TRIPLEPOINT VENTURE GROWTH BDC CORP
$212.91M$90.12M$69.74M$40.17M$0.99-8.04%0.74%-3.88%-6.70%
APO
APOLLO GLOBAL MANAGEMENT INC
$78.94B$35.90B$6.90B$1.78B$2.8041.23%43.05%-48.24%-19.86%
TSLX
SIXTH STREET SPECIALTY LENDING INC
$1.75B$408.93M$216.65M$89.04M$0.94-13.78%9.26%-53.23%-23.59%
NMFC
NEW MOUNTAIN FINANCE CORP
$706.50M$288.20M$63.38M-$48.37M-$0.46-18.97%1.47%N/AN/A
PNNT
PENNANTPARK INVESTMENT CORP
$244.21M$104.91M$49.60M$10.13M$0.15-19.87%5.64%-81.01%-41.82%
BXSL
BLACKSTONE SECURED LENDING FUND
$5.76B$1.36B$708.83M$293.34M$1.27-2.58%22.49%-55.12%-22.99%
CGBD
CARLYLE SECURED LENDING INC
$804.33M$259.59M$127.82M$37.01M$0.5110.71%8.86%-58.20%-28.08%
CSWC
CAPITAL SOUTHWEST CORP
$1.57B$237.21M$122.01M$110.73M$1.8913.48%27.11%13.86%-8.08%
BN
BROOKFIELD CORP
$90.06B$75.74B$30.33B$1.34B$0.52-6.55%3.89%173.68%-2.26%
SAMG
SILVERCREST ASSET MANAGEMENT GROUP INC
$120.49M$125.44M$8.12M$905.00k$0.120.80%0.90%-86.36%-34.95%2026-10-29
CG
CARLYLE GROUP INC
$16.74B$3.61B$809.60M$363.90M$1.01-41.88%-14.04%-71.23%-32.82%
BVC
BITVENTURES LTD
$130.37M$325.00kN/A$1.69M$0.16-92.72%N/AN/AN/A2026-10-16
BAM
BROOKFIELD ASSET MANAGEMENT LTD
$80.82B$5.74B$3.34B$2.81B$1.7431.85%N/A15.23%N/A
BCSF
BAIN CAPITAL SPECIALTY FINANCE INC
$766.75M$263.96M$148.00M$63.93M$0.99-6.95%6.64%-40.36%-17.81%
NCDL
NUVEEN CHURCHILL DIRECT LENDING CORP
$618.33M$191.73M$46.90M$46.86M$1.12-14.44%54.87%-35.63%-1.70%
GBDC
GOLUB CAPITAL BDC INC
$3.38B$800.71M$430.49M$171.75M$0.66-8.73%21.86%-53.85%-21.75%
GAIN
GLADSTONE INVESTMENT CORPORATION
$653.08M$103.89M$203.62M$165.13M$4.219.32%10.19%94.01%9.29%
ALTI
ALTI GLOBAL INC
$467.83M$276.62M-$68.46M-$113.02M-$1.2530.03%N/AN/AN/A
CCAP
CRESCENT CAPITAL BDC INC
$382.09M$156.40M-$1.33M-$3.17M-$0.09-14.62%13.42%N/AN/A
ARCC
ARES CAPITAL CORP
$14.39B$3.11B$1.70B$960.00M$1.353.16%13.61%-33.82%-19.08%2026-10-27
STEP
STEPSTONE GROUP INC
$6.14B$2.01B-$718.66M-$613.20M-$7.6848.46%11.65%N/AN/A
SLRC
SLR INVESTMENT CORP
$685.75M$209.56M$142.26M$73.77M$1.35-5.79%9.74%-17.18%-5.90%
FWDI
FORWARD INDUSTRIES INC
$465.97M$53.12M-$1.10B-$1.10B-$31.55254.52%7.69%N/AN/A
HSDT
SOLANA CO
$135.43M$12.07M-$157.30M-$157.27M$53.723,992.20%90.83%N/AN/A
MAIN
MAIN STREET CAPITAL CORP
$5.39B$575.05M$598.07M$451.34M$4.963.00%18.65%-18.42%1.43%
SAR
SARATOGA INVESTMENT CORP
$287.72M$124.17M$66.06M$15.77M$0.98-12.86%15.21%-60.00%-28.46%2026-10-06
PS
PERSHING SQUARE INC
$15.63BN/AN/AN/AN/AN/AN/AN/AN/A
ARES
ARES MANAGEMENT CORP
$31.39B$5.99B$1.87B$535.10M$2.1724.03%14.06%24.71%3.58%
FGNX
FG NEXUS INC
$42.70M$2.44M-$119.39M-$120.97M-$26.89230.00%N/AN/AN/A
NSLR
NEOSTELLAR CAPITAL CORP
$267.38M$2.05M$129.19M$124.22M$4.83-26.32%1.58%104.66%-14.98%
INV
INNVENTURE INC
$93.92M$3.75M-$98.15M-$113.40M-$1.53154.72%N/AN/AN/A
BUR
BURFORD CAPITAL LTD
$955.19M-$1.51B-$1.50B-$1.69B-$7.71N/AN/AN/AN/A
ASST
STRIVE INC
$2.32BN/AN/AN/AN/AN/AN/AN/AN/A
DFDV
DEFI DEVELOPMENT CORP
$181.96M$15.09M-$184.35M-$199.12M-$10.24366.64%N/AN/AN/A
AVAT
AVALANCHE TREASURY CORP
$32.66M$5.04M-$135.16M-$135.25M-$6.20N/AN/AN/AN/A
WTF
WATON FINANCIAL LTD
$131.69M$11.08M-$13.54M-$15.15M-$0.3148.81%N/AN/AN/A
TGE
GENERATION ESSENTIALS GROUP
$43.61M$98.33M$17.57M-$7.75M-$0.1727.67%N/AN/AN/A
GEG
GREAT ELM GROUP INC
$69.03M$27.78M-$30.42M-$35.44M-$1.1770.24%-14.52%N/AN/A
AURE
AURELION INC
$55.35MN/AN/AN/AN/AN/AN/AN/AN/A
OFS
OFS CAPITAL CORP
$52.39M$35.66M-$5.76M-$22.20M-$1.65-17.71%-3.91%N/AN/A2026-10-29
BENF
BENEFICIENT
$36.01M-$14.34M-$8.33M-$29.13M-$5.96N/AN/AN/AN/A
PFX
PHENIXFIN CORP
$88.84M$25.18M$14.42M$4.67M$2.415.10%-4.89%-21.24%-7.61%
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
$73.55M$101.22M$65.66M$41.44M$0.4825.80%-6.83%-33.33%-32.13%
CRBG
COREBRIDGE FINANCIAL INC
$15.37B$20.06B$2.35B$889.00M$1.5929.45%N/AN/AN/A
EQS
EQUUS TOTAL RETURN INC
$14.40M$1.31M-$17.69M-$18.46M-$1.35-3.25%64.15%N/AN/A
ICMB
INVESTCORP CREDIT MANAGEMENT BDC INC
$12.79M$15.17M-$12.38M-$20.36M-$1.42-26.14%-10.69%N/AN/A
RMCO
ROYALTY MANAGEMENT HOLDING CORP
$43.09M$6.17M-$797.89k-$895.75k-$0.06133.51%N/AN/AN/A

Asset Management Stocks FAQ

What are the best asset management stocks to buy right now in Sep 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 109 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: B, Sentiment: B, Safety: C, Financials: A, and AI: B.

Acadian Asset Management (NYSE:AAMI) has a Due Diligence Score of 39, which is 8 points higher than the asset management industry average of 31.

AAMI passed 16 out of 38 due diligence checks and has average fundamentals. Acadian Asset Management has seen its stock return 119.62% over the past year, overperforming other asset management stocks by 118 percentage points.

Acadian Asset Management has an average 1 year price target of $84.67, a downside of -9.52% from Acadian Asset Management's current stock price of $93.58.

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 109 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: B, Growth: C, Momentum: C, Sentiment: C, Safety: C, Financials: B, and AI: B.

Affiliated Managers Group (NYSE:AMG) has a Due Diligence Score of 42, which is 11 points higher than the asset management industry average of 31.

AMG passed 17 out of 38 due diligence checks and has strong fundamentals. Affiliated Managers Group has seen its stock return 58.86% over the past year, overperforming other asset management stocks by 57 percentage points.

Affiliated Managers Group has an average 1 year price target of $409.50, an upside of 10.61% from Affiliated Managers Group's current stock price of $370.22.

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. Westwood Holdings Group (NYSE:WHG)


Westwood Holdings Group (NYSE:WHG) is the #3 top asset management stock out of 109 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 Westwood Holdings Group (NYSE:WHG) is: Value: C, Growth: C, Momentum: C, Sentiment: C, Safety: B, Financials: C, and AI: C.

Westwood Holdings Group (NYSE:WHG) has a Due Diligence Score of 34, which is 3 points higher than the asset management industry average of 31.

WHG passed 12 out of 38 due diligence checks and has average fundamentals. Westwood Holdings Group has seen its stock return 8.15% over the past year, overperforming other asset management stocks by 6 percentage points.

What are the asset management stocks with highest dividends?

Out of 84 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 31.11%, which is 22 percentage points higher than the asset management industry average of 8.64%. 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 -93.3% 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 24.6%, which is 16 percentage points higher than the asset management industry average of 8.64%. 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 613.3% 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 22.93%, which is 14 percentage points higher than the asset management industry average of 8.64%. 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 down?

Asset management stocks were down -0.24% in the last day, and down -1.61% over the last week.

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

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 A. 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 37 points higher than the asset management industry average of 34. It passed 5 out of 7 valuation due diligence checks.

Virtus Investment Partners's stock has dropped -18.99% in the past year. It has underperformed other stocks in the asset management industry by -21 percentage points.

2. Noah Holdings (NYSE:NOAH)


Noah Holdings (NYSE:NOAH) is the second 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 71, which is 37 points higher than the asset management industry average of 34. It passed 5 out of 7 valuation due diligence checks.

Noah Holdings's stock has dropped -31.91% in the past year. It has underperformed other stocks in the asset management industry by -34 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 43, which is 9 points higher than the asset management industry average of 34. It passed 3 out of 7 valuation due diligence checks.

Triplepoint Venture Growth Bdc's stock has dropped -23.09% in the past year. It has underperformed other stocks in the asset management industry by -25 percentage points.

Are asset management stocks a good buy now?

33.33% of asset management stocks rated by analysts are a hold right now. On average, analysts expect asset management stocks to rise by 9.57% over the next year.

1.15% of asset management stocks have a Zen Rating of A (Strong Buy), 10.34% of asset management stocks are rated B (Buy), 67.82% are rated C (Hold), 18.39% are rated D (Sell), and 2.3% 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 30.06x.
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.