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 +32.52% 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 116th ranked industry out of 146 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
$2.58B$610.80M$162.00M$84.20M$2.3417.51%4.91%-3.31%-7.63%2026-07-30
RPC
RIDGEPOST CAPITAL INC
$906.47M$304.70M$89.91M$23.47M$0.222.25%28.11%37.50%-9.38%
WHG
WESTWOOD HOLDINGS GROUP INC
$156.17M$99.48M$14.93M$7.36M$0.874.45%8.30%1,640.00%N/A
SII
SPROTT INC
$3.38B$384.67M$120.41M$84.61M$3.27113.15%21.62%67.69%22.41%
VCTR
VICTORY CAPITAL HOLDINGS INC
$5.29B$1.47B$648.02M$294.10M$4.5164.34%13.47%-1.31%6.77%
AMG
AFFILIATED MANAGERS GROUP INC
$8.00B$2.12B$1.21B$754.70M$26.884.18%0.41%87.32%26.74%2026-07-30
NOAH
NOAH HOLDINGS LTD
$729.54M$386.07MN/A$78.73MN/A7.49%-7.99%N/AN/A
BEN
FRANKLIN RESOURCES INC
$16.12B$9.03B$1.65B$733.60M$1.313.82%5.41%92.65%-9.35%
WT
WISDOMTREE INC
$2.91B$545.14M$140.26M$61.37M$0.4324.18%16.07%22.86%N/A2026-07-30
PSEC
PROSPECT CAPITAL CORP
$1.21B$650.64M$94.65M-$158.45M-$0.37-14.92%0.97%N/AN/A
SSSS
SURO CAPITAL CORP
$361.85M$1.92M$210.16M$205.25M$8.18-47.34%0.59%N/A-5.55%
SEIC
SEI INVESTMENTS CO
$10.57B$2.37B$1.03B$738.28M$5.999.39%6.54%28.27%13.22%2026-07-22
NTRS
NORTHERN TRUST CORP
$30.62B$8.36B$3.30B$1.83B$9.60-2.49%6.65%-10.78%11.26%2026-07-22
IVZ
INVESCO LTD
$12.62B$6.59B-$626.80M-$1.09B-$1.477.70%1.21%N/AN/A2026-07-21
AMP
AMERIPRISE FINANCIAL INC
$40.07B$18.94B$5.21B$3.90B$40.748.39%9.11%35.98%N/A2026-07-23
FHI
FEDERATED HERMES INC
$4.26B$1.86B$568.47M$394.40M$5.1511.86%5.35%45.48%8.85%2026-07-30
TRIN
TRINITY CAPITAL INC
$1.52B$318.40M$225.36M$138.35M$1.9026.04%39.61%-17.39%-6.65%
BLK
BLACKROCK INC
$162.51B$25.64B$10.57B$6.26B$40.3322.35%8.70%-3.08%2.98%2026-07-15
TCPC
BLACKROCK TCP CAPITAL CORP
$323.03M$188.48M-$61.07M-$126.13M-$1.49-27.40%1.84%N/AN/A
TROW
PRICE T ROWE GROUP INC
$22.40B$7.41B$3.16B$2.09B$9.354.23%2.43%5.89%-4.68%
GLAD
GLADSTONE CAPITAL CORP
$437.63M$96.10M$64.30M$42.33M$1.883.40%13.92%-52.28%-12.57%
BCSF
BAIN CAPITAL SPECIALTY FINANCE INC
$863.40M$272.58M$159.12M$73.60M$1.14-4.36%7.17%-34.48%-13.69%
PAX
PATRIA INVESTMENTS LTD
$1.85B$381.73M$173.47M$85.65M$0.542.01%27.12%14.89%0.30%
BCIC
BCP INVESTMENT CORP
$93.08M$66.63M$23.54M$1.40M-$0.2314.84%4.56%N/AN/A
PFLT
PENNANTPARK FLOATING RATE CAPITAL LTD
$814.58M$268.53M$162.28M$61.97M$0.6215.26%25.96%-30.34%-18.46%
HRZN
HORIZON TECHNOLOGY FINANCE CORP
$299.67M$95.58M$54.81M$21.55M$0.49-2.77%14.23%N/A-7.41%
VINP
VINCI COMPASS INVESTMENTS LTD
$662.73M$205.15M$107.70M$53.24M$0.8354.27%23.54%109.07%-18.61%
GCMG
GCM GROSVENOR INC
$2.15B$556.50M$92.96M$50.38M$0.934.80%4.31%144.74%42.19%
AB
ALLIANCEBERNSTEIN HOLDING LP
$3.47B$342.26M$342.26M$311.04M$3.24-25.34%0.89%-12.90%1.35%2026-07-23
FDUS
FIDUS INVESTMENT CORP
$716.58M$166.90M$119.51M$82.63M$2.2712.77%13.55%-2.58%-4.52%
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC
$2.66B$1.22B$413.87M$287.22M$3.958.71%4.36%8.82%-0.35%2026-07-28
SCM
STELLUS CAPITAL INVESTMENT CORP
$259.66M$100.48M$60.68M$23.71M$0.82-3.10%12.65%-42.66%-25.40%
OWL
BLUE OWL CAPITAL INC
$16.03B$2.94B$703.44M$86.95M$0.1319.26%56.95%-13.33%N/A2026-07-30
STT
STATE STREET CORP
$43.08B$14.46B$4.10B$2.83B$10.029.97%4.52%11.09%10.26%2026-07-14
BN
BROOKFIELD CORP
$101.86B$75.74B$30.33B$1.34B$0.52-6.55%3.89%173.68%-2.26%
ALTI
ALTI GLOBAL INC
$500.34M$271.73M-$74.60M-$113.91M-$1.2729.50%N/AN/AN/A
GECC
GREAT ELM CAPITAL CORP
$84.88M$47.04M-$14.58M-$32.99M-$2.569.62%16.67%N/AN/A
CNS
COHEN & STEERS INC
$3.59B$567.29M$226.73M$155.81M$3.037.20%4.86%-1.94%6.81%2026-07-16
CSWC
CAPITAL SOUTHWEST CORP
$1.44B$232.11M$127.25M$113.00M$1.9813.53%27.81%34.69%-5.80%
BX
BLACKSTONE INC
$86.89B$14.78B$4.70B$3.05B$3.9115.17%0.41%18.13%-6.56%2026-07-23
STEP
STEPSTONE GROUP INC
$5.88B$1.99B-$619.47M-$535.81M-$6.7869.69%20.41%N/AN/A
KKR
KKR & CO INC
$86.14B$20.67B$7.11B$2.80B$3.1534.83%16.11%27.02%-18.18%2026-07-30
PNNT
PENNANTPARK INVESTMENT CORP
$255.31M$109.70M$54.13M$13.81M$0.20-20.72%5.32%-72.60%-36.90%
INV
INNVENTURE INC
$447.96M$3.28M-$154.49M-$171.13M-$2.81168.44%N/AN/AN/A
MFIC
MIDCAP FINANCIAL INVESTMENT CORP
$896.21M$314.01M$131.06M$5.97M$0.050.59%7.70%-95.90%-50.72%
HTGC
HERCULES CAPITAL INC
$2.89B$554.52M$438.74M$331.90M$1.8212.81%14.45%36.84%-8.45%2026-07-30
WHF
WHITEHORSE FINANCE INC
$144.58M$69.73M$9.39M$9.39M$0.41-19.05%1.37%5.13%-32.70%
BNY
BANK OF NEW YORK MELLON CORP
$95.70B$20.70B$9.34B$5.72B$8.159.60%5.79%31.88%16.80%2026-07-15
TPVG
TRIPLEPOINT VENTURE GROWTH BDC CORP
$224.11M$91.25M$70.69M$42.68M$1.06-10.39%0.21%15.22%-9.01%
VRTS
VIRTUS INVESTMENT PARTNERS INC
$955.74M$834.47M$392.22M$116.87M$17.23-7.57%4.29%0.58%1.76%
PFG
PRINCIPAL FINANCIAL GROUP INC
$22.38B$15.46B$2.08B$1.56B$7.07-1.98%2.90%50.75%3.61%2026-07-27
NMFC
NEW MOUNTAIN FINANCE CORP
$755.62M$310.22M$62.53M-$57.85M-$0.57-15.42%3.02%N/AN/A
OFS
OFS CAPITAL CORP
$46.49M$39.30M-$20.85M-$37.39M-$2.79-10.73%-1.83%N/AN/A2026-07-30
HLNE
HAMILTON LANE INC
$4.84B$758.99M$358.78M$249.18M$5.996.46%17.31%9.91%16.26%
CION
CION INVESTMENT CORP
$336.08M$234.28M$91.00M-$957.00k-$0.02-0.28%8.70%N/AN/A
CGBD
CARLYLE SECURED LENDING INC
$751.26M$264.78M$142.95M$51.70M$0.7117.45%8.96%-48.18%-24.37%
MAAS
MAASE INC
$189.26M$211.90M-$9.32M-$27.52M-$3.66-18.25%63.00%N/AN/A
NCDL
NUVEEN CHURCHILL DIRECT LENDING CORP
$645.00M$200.53M$59.91M$59.28M$1.51-11.28%64.69%-24.12%4.70%
PS
PERSHING SQUARE INC
N/A$762.51M$288.60M$249.78MN/A67.40%N/AN/AN/A
TPG
TPG INC
$16.36B$4.14B$534.37M$157.74M$0.7711.44%N/A7,600.00%N/A
ARCC
ARES CAPITAL CORP
$13.64B$3.08B$1.82B$1.15B$1.632.05%15.01%-20.10%-13.93%2026-07-28
ARES
ARES MANAGEMENT CORP
$28.53B$5.91B$1.87B$521.53M$2.1438.51%19.66%25.15%7.65%
GAIN
GLADSTONE INVESTMENT CORPORATION
$629.19M$99.08M$221.89M$184.75M$4.775.78%11.84%167.98%30.10%
BXSL
BLACKSTONE SECURED LENDING FUND
$5.52B$1.39B$844.08M$438.89M$1.910.43%25.80%-39.56%-21.06%
CCAP
CRESCENT CAPITAL BDC INC
$420.41M$163.07M$16.83M$15.09M$0.41-13.78%15.64%-69.40%-40.22%
GSBD
GOLDMAN SACHS BDC INC
$1.01B$347.42M$191.06M$74.08M$0.65-17.24%9.21%44.44%-34.59%
BAM
BROOKFIELD ASSET MANAGEMENT LTD
$77.60B$5.07B$2.94B$2.52B$1.5621.47%N/A8.33%N/A
SAR
SARATOGA INVESTMENT CORP
$366.19M$125.71M$85.77M$36.60M$2.31-15.55%16.87%14.36%11.84%2026-07-07
FSK
FS KKR CAPITAL CORP
$3.04B$1.42B-$94.00M-$550.00M-$1.97-15.65%15.15%N/AN/A
PSBD
PALMER SQUARE CAPITAL BDC INC
$337.66M$119.40M-$35.93M-$83.60M-$1.04-14.68%28.79%N/AN/A
MAIN
MAIN STREET CAPITAL CORP
$4.76B$569.45M$570.43M$426.30M$4.754.21%19.96%-19.49%4.08%
SLRC
SLR INVESTMENT CORP
$713.57M$214.65M$158.18M$89.74M$1.64-5.65%11.47%1.23%-9.29%
OXSQ
OXFORD SQUARE CAPITAL CORP
$126.26M$39.12M-$26.06M-$36.13M-$0.43-7.22%2.56%N/AN/A
CG
CARLYLE GROUP INC
$16.35B$4.06B$1.04B$546.50M$1.52-28.89%-7.87%-49.83%-21.78%
GBDC
GOLUB CAPITAL BDC INC
$3.43B$831.33M$473.24M$204.80M$0.780.13%22.98%-31.58%-21.93%
APO
APOLLO GLOBAL MANAGEMENT INC
$74.20B$31.56B$5.66B$1.05B$1.6228.18%38.84%-71.92%-26.61%
TSLX
SIXTH STREET SPECIALTY LENDING INC
$1.64B$426.10M$237.97M$107.54M$1.14-11.43%9.55%-39.68%-23.10%2026-07-29
SAMG
SILVERCREST ASSET MANAGEMENT GROUP INC
$134.24M$125.33M$9.76M$2.65M$0.310.45%2.49%-67.37%-15.74%2026-07-30
BUR
BURFORD CAPITAL LTD
$1.02B-$1.43B-$1.43B-$1.60B-$7.32N/AN/AN/AN/A2026-06-16
BVC
BITVENTURES LTD
$77.56M$0.00-$4.88M-$5.37M$0.00-100.00%-100.00%N/A-100.00%
MLCI
MOUNT LOGAN CAPITAL INC
$35.58MN/AN/AN/AN/AN/AN/AN/AN/A
ALP
ALPHA COMPUTE CORP
$2.18M$0.00-$14.88M-$14.89M-$8.01N/AN/AN/AN/A
AURE
AURELION INC
$19.88M$1.79M-$22.75M-$22.73M-$4.43577.13%-6.97%N/AN/A
RMCO
ROYALTY MANAGEMENT HOLDING CORP
$34.87M$5.66M-$1.22M-$1.32M-$0.08261.10%N/AN/AN/A
JHG
JANUS HENDERSON GROUP PLC
$7.97B$3.17B$1.09B$786.10M$5.0724.50%5.80%101.19%11.67%2026-07-30
PFX
PHENIXFIN CORP
$81.19M$24.89M$8.89M-$1.05M-$0.523.53%-2.32%N/AN/A
HNNA
HENNESSY ADVISORS INC
$80.72M$33.01M$14.04M$8.38M$1.07-7.14%1.94%-14.40%2.41%
GEG
GREAT ELM GROUP INC
$67.42M$22.83M-$17.30M-$22.94M-$0.7016.30%-16.24%N/AN/A
TGE
GENERATION ESSENTIALS GROUP
$49.91M$98.33M$17.57M-$7.75M-$0.1727.67%N/AN/AN/A
EQS
EQUUS TOTAL RETURN INC
$19.69M$1.35M$33.79M-$14.00M-$1.031.58%44.54%N/AN/A
RAND
RAND CAPITAL CORP
$31.48M$5.71M-$9.07M-$9.25M-$3.09-32.86%10.38%N/AN/A
BCG
BINAH CAPITAL GROUP INC
$26.73M$186.91M$7.18M$3.17M$0.125.96%N/AN/AN/A
BENF
BENEFICIENT
$52.59M-$27.69M-$32.04M-$49.57M-$73.77N/AN/AN/AN/A
CWD
CALIBERCOS INC
$8.84M$17.13M-$12.80M-$21.01M-$5.71-51.65%N/AN/AN/A
GROW
U S GLOBAL INVESTORS INC
$69.36M$9.48M$3.86M$3.16M$0.266.18%-10.15%N/A-32.82%
WTF
WATON FINANCIAL LTD
$141.82M$9.73MN/A-$19.19M-$0.43-7.83%N/AN/AN/A
AMTD
AMTD IDEA GROUP
$92.54M$101.22M$65.66M$41.44M$0.4825.80%-6.83%-33.33%-32.13%
MGLD
MARYGOLD COMPANIES INC
$49.23M$29.01M-$1.03M-$2.19M-$0.04-2.33%-5.88%N/AN/A
CRBG
COREBRIDGE FINANCIAL INC
$12.33B$18.89B$1.62B$245.00M$0.4314.62%N/A-57.84%N/A
ICMB
INVESTCORP CREDIT MANAGEMENT BDC INC
$18.62M$16.58M-$11.71M-$19.68M-$1.37-21.47%-9.76%N/AN/A

Asset Management Stocks FAQ

What are the best asset management stocks to buy right now in May 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 +32.52% 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: B, and AI: C.

Acadian Asset Management (NYSE:AAMI) has a Due Diligence Score of 37, which is 5 points higher than the asset management industry average of 32.

AAMI passed 15 out of 38 due diligence checks and has average fundamentals. Acadian Asset Management has seen its stock return 140.63% over the past year, overperforming other asset management stocks by 137 percentage points.

Acadian Asset Management has an average 1 year price target of $62.50, a downside of -13.57% from Acadian Asset Management's current stock price of $72.31.

Acadian Asset Management stock has a consensus Hold recommendation according to Wall Street analysts. Of the 4 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. Ridgepost Capital (NYSE:RPC)


Ridgepost Capital (NYSE:RPC) 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 +19.88% per year. Learn more.

The Component Grade breakdown for Ridgepost Capital (NYSE:RPC) is: Value: C, Growth: A, Momentum: D, Sentiment: C, Safety: C, Financials: C, and AI: B.

Ridgepost Capital (NYSE:RPC) has a Due Diligence Score of 49, which is 17 points higher than the asset management industry average of 32.

RPC passed 18 out of 38 due diligence checks and has strong fundamentals. Ridgepost Capital has seen its stock lose -23.62% over the past year, underperforming other asset management stocks by -27 percentage points.

Ridgepost Capital has an average 1 year price target of $12.00, an upside of 44.93% from Ridgepost Capital's current stock price of $8.28.

Ridgepost Capital stock has a consensus Strong Buy recommendation according to Wall Street analysts. Of the 1 analyst covering Ridgepost Capital, 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.

3. Westwood Holdings Group (NYSE:WHG)


Westwood Holdings Group (NYSE:WHG) 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 +19.88% per year. Learn more.

The Component Grade breakdown for Westwood Holdings Group (NYSE:WHG) is: Value: C, Growth: B, 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 2 points higher than the asset management industry average of 32.

WHG passed 12 out of 38 due diligence checks and has average fundamentals. Westwood Holdings Group has seen its stock return 9.08% over the past year, overperforming other asset management stocks by 6 percentage points.

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 31.11%, which is 22 percentage points higher than the asset management industry average of 9.36%. 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. Ofs Capital (NASDAQ:OFS)


Ofs Capital (NASDAQ:OFS) has an annual dividend yield of 29.39%, which is 20 percentage points higher than the asset management industry average of 9.36%. Ofs Capital's dividend payout is not stable, having dropped more than 10% two times in the last 10 years. Ofs Capital's dividend has not shown consistent growth over the last 10 years.

Ofs Capital's dividend payout ratio of -36.6% 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 26.65%, which is 17 percentage points higher than the asset management industry average of 9.36%. 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 249% 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 0.29% in the last day, and down -0.49% 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. 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 -16.57% in the past year. It has underperformed other stocks in the asset management industry by -20 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 B. Valuation is one of 7 Component Grades used to calculate the overall Zen Rating.

Noah Holdings has a valuation score of 14, which is -20 points higher than the asset management industry average of 34. 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 "B".

Noah Holdings's stock has dropped -1.86% in the past year. It has underperformed other stocks in the asset management industry by -5 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 -20.23% in the past year. It has underperformed other stocks in the asset management industry by -24 percentage points.

Are asset management stocks a good buy now?

35.21% of asset management stocks rated by analysts are a buy right now. On average, analysts expect asset management stocks to rise by 17.14% over the next year.

1.27% of asset management stocks have a Zen Rating of A (Strong Buy), 11.39% of asset management stocks are rated B (Buy), 62.03% are rated C (Hold), 24.05% 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 34.42x.
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.