Sectors & IndustriesFinancial ServicesAsset Management
Best Asset Management Stocks to Buy Now (2025)
Top asset management stocks in 2025 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 107th ranked industry out of 145 stock market industries
Learn how the Zen Ratings work
Ticker
Company
Market Cap
Dividend Yield
Payout Ratio
Last Dividend
Annual Dividend
Dividend Percentile
Dividend Dropped Count (L10Y)
Ex-dividend Date
Div. Payment Date
SSSS
SURO CAPITAL CORP
$235.75M2.50%0.00%$0.2500$0.2553%5
FHI
FEDERATED HERMES INC
$3.89B2.59%27.20%$0.3400$1.3055%32025-11-072025-11-14
HRZN
HORIZON TECHNOLOGY FINANCE CORP
$294.26M18.25%-197.00%$0.1100$1.2199%62025-11-172025-11-14
AAMI
ACADIAN ASSET MANAGEMENT INC
$1.56B0.09%1.70%$0.0100$0.040%12025-12-122025-12-24
IVZ
INVESCO LTD
$10.40B3.57%56.40%$0.2100$0.8471%12025-11-142025-12-02
AMG
AFFILIATED MANAGERS GROUP INC
$7.29B0.02%0.30%$0.0100$0.040%12025-11-132025-11-28
JHG
JANUS HENDERSON GROUP PLC
$6.69B2.75%46.30%$0.4000$1.1958%02025-11-102025-11-26
WT
WISDOMTREE INC
$1.75B0.51%30.80%$0.0300$0.0610%22025-11-122025-11-26
NOAH
NOAH HOLDINGS LTD
$779.43MN/A0.00%$1.0749N/AN/A0
TROW
PRICE T ROWE GROUP INC
$22.34B4.93%54.90%$1.2700$5.0583%12025-12-152025-12-30
HTGC
HERCULES CAPITAL INC
$3.29B10.45%108.00%$0.4700$1.8995%12025-11-122025-11-19
GCMG
GCM GROSVENOR INC
$2.26B2.84%115.80%$0.1100$0.3359%02025-12-012025-12-15
VCTR
VICTORY CAPITAL HOLDINGS INC
$4.20B3.02%37.00%$0.4900$1.8963%0
VINP
VINCI COMPASS INVESTMENTS LTD
$796.88M3.88%128.40%$0.1500$0.4575%3
PAX
PATRIA INVESTMENTS LTD
$2.42B3.95%110.60%$0.1500$0.6075%32025-11-142025-12-12
DHIL
DIAMOND HILL INVESTMENT GROUP INC
$352.64M4.60%34.80%$1.5000$6.0081%22025-11-212025-12-05
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC
$3.60B5.00%97.30%$0.7300$2.2383%112025-11-142025-11-28
OXSQ
OXFORD SQUARE CAPITAL CORP
$149.83M16.41%-2,100.00%$0.0350$0.3298%42025-11-142025-11-28
BUR
BURFORD CAPITAL LTD
$2.07BN/A12.60%$0.0600N/AN/A0
CRBG
COREBRIDGE FINANCIAL INC
$15.77B3.14%62.90%$0.2400$0.9565%02025-12-172025-12-31
BK
BANK OF NEW YORK MELLON CORP
$75.79B1.84%28.60%$0.5300$2.0041%02025-11-07
BX
BLACKSTONE INC
$105.30B0.71%94.30%$1.0300$1.0315%102025-11-10
BLK
BLACKROCK INC
$166.25B1.93%49.30%$5.2100$20.7343%1
AMP
AMERIPRISE FINANCIAL INC
$42.65B0.70%16.60%$1.6000$3.2015%02025-11-102025-11-24
VRTS
VIRTUS INVESTMENT PARTNERS INC
$1.12B1.39%50.50%$2.2500$2.2531%02025-11-14
PNNT
PENNANTPARK INVESTMENT CORP
$423.77M14.79%121.50%$0.0800$0.9698%3
PFG
PRINCIPAL FINANCIAL GROUP INC
$17.83B3.72%43.80%$0.7800$3.0273%12025-12-032025-12-19
SEIC
SEI INVESTMENTS CO
$10.09B0.59%17.60%$0.4900$0.4912%0
PX
P10 INC
$1.16B1.47%121.50%$0.0380$0.1633%0
FDUS
FIDUS INVESTMENT CORP
$728.95M7.93%99.10%$0.5700$1.6592%3
SII
SPROTT INC
$2.17B0.71%59.30%$0.3000$0.6016%1
BCSF
BAIN CAPITAL SPECIALTY FINANCE INC
$904.27M6.67%83.10%$0.4500$0.9389%22025-12-162025-12-30
CSWC
CAPITAL SOUTHWEST CORP
$1.18B13.34%167.30%$0.1934$2.7497%72025-11-142025-11-28
ALTI
ALTI GLOBAL INC
$586.61MN/A0.00%N/AN/AN/AN/A
AB
ALLIANCEBERNSTEIN HOLDING LP
$3.61B6.59%111.20%$0.7600$2.6189%102025-11-20
KKR
KKR & CO INC
$105.89B0.31%29.00%$0.1850$0.374%2
TPG
TPG INC
$20.14B3.58%397.90%$0.5900$1.9171%42025-11-142025-12-01
BCIC
BCP INVESTMENT CORP
$159.36M18.13%-257.00%$0.4900$2.1999%5
TRIN
TRINITY CAPITAL INC
$1.01B14.16%87.90%$0.5100$2.0498%1
MFIC
MIDCAP FINANCIAL INVESTMENT CORP
$1.14B12.42%143.40%$0.3800$1.5297%4
CION
CION INVESTMENT CORP
$475.03M16.34%-784.20%$0.3600$1.4998%2
STEP
STEPSTONE GROUP INC
$7.30B2.23%-42.90%$0.2800$1.4049%1
SLRC
SLR INVESTMENT CORP
$846.69M10.57%100.60%$0.4100$1.6496%1
CNS
COHEN & STEERS INC
$3.49B3.58%76.30%$0.6200$2.4571%72025-11-102025-11-20
STT
STATE STREET CORP
$32.65B2.02%32.60%$0.8400$2.3645%0
GBDC
GOLUB CAPITAL BDC INC
$3.75B11.73%122.40%$0.3900$1.6596%11
ARES
ARES MANAGEMENT CORP
$50.05B2.80%228.70%$1.1200$4.2959%42025-12-152025-12-31
PSBD
PALMER SQUARE CAPITAL BDC INC
$392.90M10.06%320.00%$0.4200$1.2395%0
OWL
BLUE OWL CAPITAL INC
$24.47B5.16%1,012.50%$0.2250$0.8184%02025-11-102025-11-24
CCAP
CRESCENT CAPITAL BDC INC
$524.42M10.46%161.70%$0.4200$1.4895%12
BEN
FRANKLIN RESOURCES INC
$11.82B4.22%249.00%$0.3200$0.9678%1
GSBD
GOLDMAN SACHS BDC INC
$1.15B20.12%406.70%$0.4800$1.9799%5
HLNE
HAMILTON LANE INC
$6.92B1.66%36.90%$0.5400$2.0637%02025-12-192026-01-07
TSLX
SIXTH STREET SPECIALTY LENDING INC
$2.06B9.20%103.50%$0.4600$2.0194%31
MAIN
MAIN STREET CAPITAL CORP
$5.09B7.36%66.30%$0.2550$4.2191%242025-11-072025-11-14
NMFC
NEW MOUNTAIN FINANCE CORP
$998.55M13.33%198.50%$0.3200$1.2997%2
BBUC
BROOKFIELD BUSINESS CORP
$2.61B0.35%N/A$0.0630$0.135%0
BN
BROOKFIELD CORP
$113.32B0.51%77.20%$0.0600$0.2310%1
SAMG
SILVERCREST ASSET MANAGEMENT GROUP INC
$170.73M5.81%114.10%$0.2100$0.8186%02025-12-122025-12-19
GLAD
GLADSTONE CAPITAL CORP
$427.62M11.15%70.20%$0.1500$2.1496%32025-11-172025-11-26
BAM
BROOKFIELD ASSET MANAGEMENT LTD
$87.05B3.29%N/A$0.4380$1.7867%1
OFS
OFS CAPITAL CORP
$71.95M18.99%566.70%$0.3400$1.0299%12025-12-192025-12-31
SAR
SARATOGA INVESTMENT CORP
$365.08M15.79%143.50%$0.2500$3.5898%42025-12-022025-11-20
WTF
WATON FINANCIAL LTD
$246.49MN/A0.00%N/AN/AN/AN/A
WHF
WHITEHORSE FINANCE INC
$170.84M16.19%457.70%$0.0350$1.1998%72025-12-10
CG
CARLYLE GROUP INC
$18.80B2.69%46.20%$0.3500$1.4057%112025-11-102025-11-19
GECC
GREAT ELM CAPITAL CORP
$108.07M19.56%-274.50%$0.3700$1.5199%6
APO
APOLLO GLOBAL MANAGEMENT INC
$76.51B1.07%34.90%$0.5100$1.4325%8
CGBD
CARLYLE SECURED LENDING INC
$884.31M10.31%145.10%$0.4000$1.2595%4
TCPC
BLACKROCK TCP CAPITAL CORP
$469.40M15.76%-850.00%$0.2900$0.8798%4
ARCC
ARES CAPITAL CORP
$14.59B9.42%96.50%$0.4800$1.9294%02025-12-152025-12-30
TPVG
TRIPLEPOINT VENTURE GROWTH BDC CORP
$223.39M20.40%116.50%$0.2300$1.1399%52025-12-162025-12-30
PSEC
PROSPECT CAPITAL CORP
$1.17B21.26%-43.30%$0.0450$0.54100%22025-11-18
NTRS
NORTHERN TRUST CORP
$24.24B2.38%35.40%$0.8000$3.0552%02025-12-052026-01-01
SCM
STELLUS CAPITAL INVESTMENT CORP
$337.02M13.39%101.10%$0.1330$1.5997%12025-11-282025-11-14
NCDL
NUVEEN CHURCHILL DIRECT LENDING CORP
$702.28M9.49%101.50%$0.4500$1.3594%02025-12-312026-01-27
BXSL
BLACKSTONE SECURED LENDING FUND
$6.02B8.84%108.80%$0.7700$2.3193%2
PFLT
PENNANTPARK FLOATING RATE CAPITAL LTD
$908.84M13.38%147.60%$0.1030$1.2397%4
FSK
FS KKR CAPITAL CORP
$4.14B18.93%359.00%$0.7000$2.8099%92025-12-032025-12-17
GAIN
GLADSTONE INVESTMENT CORPORATION
$529.34M9.68%101.40%$0.0800$1.3494%192025-11-172025-11-26
BENF
BENEFICIENT
$5.58MN/A0.00%N/AN/AN/AN/A
CWD
CALIBERCOS INC
$7.15MN/A0.00%N/AN/AN/AN/A
INV
INNVENTURE INC
$200.01MN/A0.00%N/AN/AN/AN/A
GEG
GREAT ELM GROUP INC
$71.04MN/A0.00%N/AN/AN/AN/A
WHG
WESTWOOD HOLDINGS GROUP INC
$159.94M3.53%69.00%$0.1500$0.6070%22025-12-012026-01-02
RAND
RAND CAPITAL CORP
$40.57M6.37%-208.60%$0.2900$0.8788%3
AMTD
AMTD IDEA GROUP
$84.02MN/A0.00%N/AN/AN/AN/A
MGLD
MARYGOLD COMPANIES INC
$43.46MN/A0.00%N/AN/AN/AN/A
SWKH
SWK HOLDINGS CORP
$198.37M0.00%281.70%N/A$0.00N/AN/A
EQS
EQUUS TOTAL RETURN INC
$26.63MN/A0.00%N/AN/AN/AN/A
MLCI
MOUNT LOGAN CAPITAL INC
N/AN/AN/AN/AN/AN/AN/A
MRCC
MONROE CAPITAL CORP
$149.71M14.47%1,111.10%$0.2500$1.0098%1
MAAS
MAASE INC
$60.49MN/A0.00%N/AN/AN/AN/A
ICMB
INVESTCORP CREDIT MANAGEMENT BDC INC
$39.69M13.82%88.90%$0.1400$0.3897%5
RMCO
ROYALTY MANAGEMENT HOLDING CORP
$49.77M0.15%-30.00%$0.0025$0.011%0
TGE
GENERATION ESSENTIALS GROUP
$72.77MN/A0.00%N/AN/AN/AN/A
PFX
PHENIXFIN CORP
$84.66MN/A46.70%$1.3100N/AN/A6
STEC
SANTECH HOLDINGS LTD
$85.47MN/AN/AN/AN/AN/AN/A
HNNA
HENNESSY ADVISORS INC
$76.63M5.61%43.80%$0.1375$0.5585%02025-11-122025-11-26
AURE
PRESTIGE WEALTH INC
$17.92MN/A0.00%N/AN/AN/AN/A

Asset Management Stocks FAQ

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

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. Suro Capital (NASDAQ:SSSS)


Suro Capital (NASDAQ:SSSS) is the #1 top asset management stock out of 102 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 Suro Capital (NASDAQ:SSSS) is: Value: B, Growth: C, Momentum: B, Sentiment: A, Safety: D, Financials: B, and AI: C.

Suro Capital (NASDAQ:SSSS) has a Due Diligence Score of 22, which is -10 points lower than the asset management industry average of 32. Although this number is below the industry average, our proven quant model rates SSSS as a "A".

SSSS passed 8 out of 38 due diligence checks and has weak fundamentals. Suro Capital has seen its stock return 105.54% over the past year, overperforming other asset management stocks by 108 percentage points.

Suro Capital has an average 1 year price target of $10.83, an upside of 8.22% from Suro Capital's current stock price of $10.01.

Suro Capital stock has a consensus Strong Buy recommendation according to Wall Street analysts. Of the 3 analysts covering Suro Capital, 33.33% have issued a Strong Buy rating, 66.67% have issued a Buy, 0% have issued a hold, while 0% have issued a Sell rating, and 0% have issued a Strong Sell.

2. Federated Hermes (NYSE:FHI)


Federated Hermes (NYSE:FHI) is the #2 top asset management stock out of 102 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 Federated Hermes (NYSE:FHI) is: Value: C, Growth: C, Momentum: C, Sentiment: B, Safety: B, Financials: A, and AI: B.

Federated Hermes (NYSE:FHI) has a Due Diligence Score of 50, which is 18 points higher than the asset management industry average of 32.

FHI passed 19 out of 38 due diligence checks and has strong fundamentals. Federated Hermes has seen its stock return 24.16% over the past year, overperforming other asset management stocks by 26 percentage points.

Federated Hermes has an average 1 year price target of $52.00, an upside of 3.57% from Federated Hermes's current stock price of $50.21.

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.

3. Horizon Technology Finance (NASDAQ:HRZN)


Horizon Technology Finance (NASDAQ:HRZN) is the #3 top asset management stock out of 102 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 Horizon Technology Finance (NASDAQ:HRZN) is: Value: C, Growth: A, Momentum: D, Sentiment: C, Safety: B, Financials: C, and AI: C.

Horizon Technology Finance (NASDAQ:HRZN) has a Due Diligence Score of 13, which is -19 points lower than the asset management industry average of 32. Although this number is below the industry average, our proven quant model rates HRZN as a "B".

HRZN passed 4 out of 38 due diligence checks and has weak fundamentals. Horizon Technology Finance has seen its stock lose -28.56% over the past year, underperforming other asset management stocks by -26 percentage points.

Horizon Technology Finance has an average 1 year price target of $6.88, an upside of 3.7% from Horizon Technology Finance's current stock price of $6.63.

Horizon Technology Finance stock has a consensus Buy recommendation according to Wall Street analysts. Of the 2 analysts covering Horizon Technology Finance, 50% have issued a Strong Buy rating, 0% have issued a Buy, 50% 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 80 asset management stocks that have issued dividends in the past year, the 3 asset management stocks with the highest dividend yields are:

1. Prospect Capital (NASDAQ:PSEC)


Prospect Capital (NASDAQ:PSEC) has an annual dividend yield of 21.26%, which is 14 percentage points higher than the asset management industry average of 7.45%. Prospect Capital's dividend payout is not stable, having dropped more than 10% two times in the last 10 years. Prospect Capital's dividend has not shown consistent growth over the last 10 years.

Prospect Capital's dividend payout ratio of -43.3% indicates that its high dividend yield might not be sustainable for the long-term.

2. Triplepoint Venture Growth Bdc (NYSE:TPVG)


Triplepoint Venture Growth Bdc (NYSE:TPVG) has an annual dividend yield of 20.4%, which is 13 percentage points higher than the asset management industry average of 7.45%. Triplepoint Venture Growth Bdc's dividend payout is not stable, having dropped more than 10% five 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 116.5% indicates that its high dividend yield might not be sustainable for the long-term.

3. Goldman Sachs Bdc (NYSE:GSBD)


Goldman Sachs Bdc (NYSE:GSBD) has an annual dividend yield of 20.12%, which is 13 percentage points higher than the asset management industry average of 7.45%. Goldman Sachs Bdc's dividend payout is not stable, having dropped more than 10% five times in the last 10 years. Goldman Sachs Bdc's dividend has shown consistent growth over the last 10 years.

Goldman Sachs Bdc's dividend payout ratio of 406.7% 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 1.07% in the last day, and down -0.58% 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 32 points higher than the asset management industry average of 39. It passed 5 out of 7 valuation due diligence checks.

Virtus Investment Partners's stock has dropped -25.72% in the past year. It has underperformed other stocks in the asset management industry by -24 percentage points.

2. Diamond Hill Investment Group (NASDAQ:DHIL)


Diamond Hill Investment Group (NASDAQ:DHIL) 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.

Diamond Hill Investment 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.

Diamond Hill Investment Group's stock has dropped -16.48% in the past year. It has underperformed other stocks in the asset management industry by -14 percentage points.

3. Corebridge Financial (NYSE:CRBG)


Corebridge Financial (NYSE:CRBG) 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.

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 0.97% in the past year. It has overperformed other stocks in the asset management industry by 3 percentage points.

Are asset management stocks a good buy now?

37.31% of asset management stocks rated by analysts are a buy right now. On average, analysts expect asset management stocks to rise by 17.09% over the next year.

1.2% of asset management stocks have a Zen Rating of A (Strong Buy), 7.23% of asset management stocks are rated B (Buy), 80.72% are rated C (Hold), 9.64% are rated D (Sell), and 1.2% 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 44.01x.
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.