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Best Asset Management Stocks to Buy Now (2023)
Top asset management stocks in 2023 ranked by overall Zen Score. See the best asset management stocks to buy now, according to analyst forecasts for the asset management industry.

Industry: Asset Management
Ticker
Company
Dividends Score
Market Cap
Dividend Yield
Payout Ratio
Last Dividend
Annual Dividend
Dividend Percentile
Dividend Dropped Count (L10Y)
Ex-dividend Date
Div. Payment Date
AMK
ASSETMARK FINANCIAL HOLDINGS INC
$1.98BN/A0.00%N/AN/AN/AN/A
HYW
HYWIN HOLDINGS LTD
$141.58MN/A0.00%N/AN/AN/AN/A
GROW
U S GLOBAL INVESTORS INC
$48.44M3.23%44.50%$0.0075$0.1162%22023-02-102023-02-27
VINP
VINCI PARTNERS INVESTMENTS LTD
$602.50M6.99%94.40%$0.2000$0.7488%2
SAMG
SILVERCREST ASSET MANAGEMENT GROUP INC
$283.33M3.53%30.90%$0.1800$0.7065%0
VRTS
VIRTUS INVESTMENT PARTNERS INC
$1.57B2.90%35.00%$1.6500$6.3056%02023-02-15
STT
STATE STREET CORP
$33.29B2.65%32.70%$0.6300$2.4051%0
HNNA
HENNESSY ADVISORS INC
$74.60M5.58%66.30%$0.1375$0.5583%0
VCTR
VICTORY CAPITAL HOLDINGS INC
$2.08B3.29%21.50%$0.2500$1.0062%0
HLNE
HAMILTON LANE INC
$4.23B1.97%40.30%$0.4000$1.5538%0
JHG
JANUS HENDERSON GROUP PLC
$4.76B5.40%62.60%$0.3900$1.5582%02023-02-102023-02-28
GCMG
GCM GROSVENOR INC
$1.73B4.41%59.70%$0.1100$0.4176%0
AMP
AMERIPRISE FINANCIAL INC
$37.36B1.39%19.50%$1.2500$4.8825%02023-02-092023-02-28
SEIC
SEI INVESTMENTS CO
$8.52B1.31%21.60%$0.4300$0.8323%0
BK
BANK OF NEW YORK MELLON CORP
$40.85B2.87%43.20%$0.3700$1.4555%0
NTRS
NORTHERN TRUST CORP
$20.31B2.98%38.70%$0.7500$2.9057%02023-03-092023-04-01
FHI
FEDERATED HERMES INC
$3.58B2.01%39.30%$0.2700$0.8139%22023-02-072023-02-15
JXN
JACKSON FINANCIAL INC
$3.86B4.73%2.70%$0.5500$2.2078%0
TROW
PRICE T ROWE GROUP INC
$27.38B3.92%53.30%$1.2000$4.8070%2
AMG
AFFILIATED MANAGERS GROUP INC
$6.43B0.02%0.30%$0.0100$0.040%1
WT
WISDOMTREE INC
$845.41M2.08%22.20%$0.0300$0.1240%22023-02-142023-03-01
ARCC
ARES CAPITAL CORP
$9.96B9.54%104.10%$0.5100$1.8793%2
CSWC
CAPITAL SOUTHWEST CORP
$672.52M11.20%159.10%$0.5700$2.1895%72023-03-142023-03-31
FDUS
FIDUS INVESTMENT CORP
$503.65M9.70%54.10%$0.6100$2.0093%5
BN
BROOKFIELD CORP
$59.45B1.55%25.80%$0.1400$0.5629%1
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC
$2.94B9.92%121.90%$0.5600$3.6794%9
AB
ALLIANCEBERNSTEIN HOLDING LP
$3.89B9.14%111.80%$0.6400$3.5492%12
IVZ
INVESCO LTD
$8.83B4.74%35.60%$0.1875$0.9279%12023-02-152023-03-02
BX
BLACKSTONE INC
$67.17B2.78%139.20%$0.0700$2.6653%15
CNS
COHEN & STEERS INC
$3.64B3.68%80.30%$0.5500$2.7567%9
SSSS
SURO CAPITAL CORP
$113.90M2.74%242.40%$0.1100$0.1152%5
SAR
SARATOGA INVESTMENT CORP
$320.09M8.47%196.60%$0.6800$2.2891%3
BRDG
BRIDGE INVESTMENT GROUP HOLDINGS INC
$1.71B7.00%68.20%$0.2700$1.0488%1
PX
P10 INC
$1.35B0.78%26.10%$0.0300$0.0911%0
CG
CARLYLE GROUP INC
$13.20B3.37%18.50%$0.3250$1.2363%15
MGLD
MARYGOLD COMPANIES INC
$68.92MN/A0.00%N/AN/AN/AN/A
DHIL
DIAMOND HILL INVESTMENT GROUP INC
$563.93M5.35%176.90%$5.5000$10.0082%1
BEN
FRANKLIN RESOURCES INC
$16.07B3.64%59.70%$0.3000$1.1767%1
MFIC
MIDCAP FINANCIAL INVESTMENT CORP
$813.56M11.34%191.80%$0.3700$1.4196%3
SWKH
SWK HOLDINGS CORP
$247.43MN/A0.00%N/AN/AN/AN/A
BLK
BLACKROCK INC
$111.50B2.63%51.10%$4.8800$19.5250%12023-03-062023-03-23
ATCO
ATLAS CORP
$4.30B1.64%22.60%$0.1250$0.2530%1
GAIN
GLADSTONE INVESTMENT CORPORATION
$466.37M8.32%90.10%$0.0800$1.1691%132023-02-162023-02-28
STEP
STEPSTONE GROUP INC
$3.28B2.49%89.70%$0.2000$0.7548%0
CGBD
CARLYLE SECURED LENDING INC
$782.27M10.77%81.10%$0.4400$1.6495%3
NEWT
NEWTEK BUSINESS SERVICES CORP
$471.89M14.75%141.00%$0.7000$2.8598%7
MAIN
MAIN STREET CAPITAL CORP
$3.09B6.86%84.80%$0.2250$2.7487%192023-02-072023-02-15
GLAD
GLADSTONE CAPITAL CORP
$378.29M7.92%210.30%$0.0750$0.8290%02023-02-162023-02-28
NOAH
NOAH HOLDINGS LTD
$1.23BN/AN/A$0.1400N/AN/A0
LGHL
LION GROUP HOLDING LTD
$28.12MN/A0.00%N/AN/AN/AN/A
BUR
BURFORD CAPITAL LTD
$1.85BN/A0.00%N/AN/AN/AN/A
RAND
RAND CAPITAL CORP
$35.90M5.97%-655.60%$0.3800$0.8385%1
BXSL
BLACKSTONE SECURED LENDING FUND
$3.90B8.76%115.40%$0.5300$2.1491%2
GBDC
GOLUB CAPITAL BDC INC
$2.36B8.90%133.30%$0.3300$1.2392%5
TSLX
SIXTH STREET SPECIALTY LENDING INC
$1.54B9.68%175.60%$0.4500$1.8493%21
PSEC
PROSPECT CAPITAL CORP
$2.97B9.65%116.10%$0.0600$0.7293%22023-02-16
ARES
ARES MANAGEMENT CORP
$24.89B2.16%250.00%$0.6100$1.8342%5
GECC
GREAT ELM CAPITAL CORP
$71.91M20.61%-28.60%$0.4500$1.9599%3
TCPC
BLACKROCK TCP CAPITAL CORP
$755.60M9.71%96.80%$0.3200$1.2793%4
FCRD
FIRST EAGLE ALTERNATIVE CAPITAL BDC INC
$141.20M8.90%97.60%$0.1100$0.4292%4
BCSF
BAIN CAPITAL SPECIALTY FINANCE INC
$853.51M10.44%103.80%$0.3600$1.3894%1
BSIG
BRIGHTSPHERE INVESTMENT GROUP INC
$1.06B0.16%1.60%$0.0100$0.041%1
AVTA
AVANTAX INC
$1.38BN/A0.00%N/AN/AN/AN/A
HRZN
HORIZON TECHNOLOGY FINANCE CORP
$323.95M10.35%156.20%$0.1100$1.2794%42023-02-162023-02-15
BAM
BROOKFIELD ASSET MANAGEMENT LTD
$12.93BN/AN/AN/AN/AN/AN/A
OWL
BLUE OWL CAPITAL INC
$56.87B3.32%1,000.00%$0.1200$0.4363%0
SFE
SAFEGUARD SCIENTIFICS INC
$51.90MN/A0.00%$1.0000N/AN/A0
SII
SPROTT INC
$951.82M1.97%122.00%$0.2500$0.7538%1
CION
CION INVESTMENT CORP
$621.33M10.53%133.00%$0.3100$1.1894%1
CCAP
CRESCENT CAPITAL BDC INC
$474.43M11.65%219.00%$0.4100$1.7996%3
GEG
GREAT ELM GROUP INC
$63.65MN/A0.00%N/AN/AN/AN/A
FSK
FS KKR CAPITAL CORP
$5.54B13.60%2,363.60%$0.6800$2.6698%5
BKCC
BLACKROCK CAPITAL INVESTMENT CORP
$272.87M10.64%190.50%$0.1000$0.4095%4
NMFC
NEW MOUNTAIN FINANCE CORP
$1.31B9.37%104.30%$0.3200$1.2292%3
TPG
TPG INC
$10.21B3.30%N/A$0.2600$1.0962%2
SCM
STELLUS CAPITAL INVESTMENT CORP
$289.28M9.32%124.50%$0.1333$1.3892%22023-02-272023-02-15
SLRC
SLR INVESTMENT CORP
$854.45M11.39%1,184.70%$0.1367$1.7896%22023-02-152023-03-01
WHF
WHITEHORSE FINANCE INC
$302.39M11.30%170.90%$0.3550$1.4795%4
PTMN
PORTMAN RIDGE FINANCE CORP
$219.08M11.23%-199.20%$0.6700$2.5695%6
PAX
PATRIA INVESTMENTS LTD
$2.31B4.47%N/A$0.1710$0.7076%2
TRIN
TRINITY CAPITAL INC
$462.49M8.52%184.10%$0.5700$1.1291%0
TPVG
TRIPLEPOINT VENTURE GROWTH BDC CORP
$416.33M13.14%847.10%$0.1000$1.5597%4
ICMB
INVESTCORP CREDIT MANAGEMENT BDC INC
$56.59M15.26%857.10%$0.1500$0.6098%4
PFLT
PENNANTPARK FLOATING RATE CAPITAL LTD
$501.07M10.32%1,425.00%$0.0950$1.1494%42023-02-152023-03-01
OXSQ
OXFORD SQUARE CAPITAL CORP
$176.85M11.83%-33.60%$0.0350$0.4296%32023-02-132023-02-28
OFS
OFS CAPITAL CORP
$134.06M11.59%213.50%$0.3000$1.1696%1
AINC
ASHFORD INC
$43.28MN/A0.00%N/AN/AN/AN/A
PNNT
PENNANTPARK INVESTMENT CORP
$392.00M9.98%-150.00%$0.1650$0.6094%2
PUYI
PUYI INC
$377.76MN/A0.00%N/AN/AN/AN/A
PFX
PHENIXFIN CORP
$70.09M0.36%-4.60%$0.1210$0.123%7
SVVC
FIRSTHAND TECHNOLOGY VALUE FUND INC
$7.69MN/A0.00%$2.8616N/AN/A0
LRFC
LOGAN RIDGE FINANCE CORP
$62.03MN/A0.00%$0.4998N/AN/A4
EQS
EQUUS TOTAL RETURN INC
$22.58MN/AN/AN/AN/AN/AN/A
SCU
SCULPTOR CAPITAL MANAGEMENT INC
$593.72M2.64%-62.70%$0.0100$0.2550%14
APO
APOLLO GLOBAL MANAGEMENT INC
$41.28B2.22%-29.80%$0.4000$1.6043%14
AGBA
AGBA GROUP HOLDING LTD
$3.24MN/A0.00%N/AN/AN/AN/A
KKR
KKR & CO INC
$48.24B0.81%-100.00%$0.1550$0.4612%8
AAMC
ALTISOURCE ASSET MANAGEMENT CORP
$60.30MN/A0.00%N/AN/AN/AN/A
BBUC
BROOKFIELD BUSINESS CORP
$2.19BN/AN/AN/AN/AN/AN/A

Asset Management Stocks FAQ

What are the best asset management stocks to buy right now in Feb 2023?

According to Zen Score, the 3 best asset management stocks to buy right now are:

1. Assetmark Financial Holdings (NYSE:AMK)


Assetmark Financial Holdings (NYSE:AMK) is the top asset management stock with a Zen Score of 65, which is 36 points higher than the asset management industry average of 29. It passed 22 out of 33 due diligence checks and has strong fundamentals. Assetmark Financial Holdings has seen its stock return 12.9% over the past year, overperforming other asset management stocks by 21 percentage points.

Assetmark Financial Holdings has an average 1 year price target of $32.00, an upside of 19.09% from Assetmark Financial Holdings's current stock price of $26.87.

Assetmark Financial Holdings stock has a consensus Strong Buy recommendation according to Wall Street analysts. Of the 2 analysts covering Assetmark Financial Holdings, 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.

2. Hywin Holdings (NASDAQ:HYW)


Hywin Holdings (NASDAQ:HYW) is the second best asset management stock with a Zen Score of 60, which is 31 points higher than the asset management industry average of 29. It passed 19 out of 33 due diligence checks and has strong fundamentals. Hywin Holdings has seen its stock return 6.46% over the past year, overperforming other asset management stocks by 14 percentage points.

3. U S Global Investors (NASDAQ:GROW)


U S Global Investors (NASDAQ:GROW) is the third best asset management stock with a Zen Score of 58, which is 29 points higher than the asset management industry average of 29. It passed 21 out of 38 due diligence checks and has strong fundamentals. U S Global Investors has seen its stock lose -41.86% over the past year, underperforming other asset management stocks by -34 percentage points.

What are the asset management stocks with highest dividends?

Out of 73 asset management stocks that have issued dividends in the past year, the 3 asset management stocks with the highest dividend yields are:

1. Great Elm Capital (NASDAQ:GECC)


Great Elm Capital (NASDAQ:GECC) has an annual dividend yield of 20.61%, which is 14 percentage points higher than the asset management industry average of 6.57%. Great Elm Capital's dividend payout is not stable, having dropped more than 10% three times in the last 10 years. Great Elm Capital's dividend has shown consistent growth over the last 10 years.

Great Elm Capital's dividend payout ratio of -28.6% indicates that its high dividend yield might not be sustainable for the long-term.

2. Investcorp Credit Management Bdc (NASDAQ:ICMB)


Investcorp Credit Management Bdc (NASDAQ:ICMB) has an annual dividend yield of 15.26%, which is 9 percentage points higher than the asset management industry average of 6.57%. Investcorp Credit Management Bdc's dividend payout is not stable, having dropped more than 10% four times in the last 10 years. Investcorp Credit Management Bdc's dividend has not shown consistent growth over the last 10 years.

Investcorp Credit Management Bdc's dividend payout ratio of 857.1% indicates that its high dividend yield might not be sustainable for the long-term.

3. Newtek Business Services (NASDAQ:NEWT)


Newtek Business Services (NASDAQ:NEWT) has an annual dividend yield of 14.75%, which is 8 percentage points higher than the asset management industry average of 6.57%. Newtek Business Services's dividend payout is not stable, having dropped more than 10% seven times in the last 10 years. Newtek Business Services's dividend has shown consistent growth over the last 10 years.

Newtek Business Services's dividend payout ratio of 141% 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 -2.1% in the last day, and up 2.07% over the last week. Virtus Investment Partners was the among the top losers in the asset management industry, dropping -11.47% yesterday.

Virtus Investment shares are trading lower after Piper Sandler downgraded the stock from Overweight to Neutral.

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. Fidus Investment (NASDAQ:FDUS)


Fidus Investment (NASDAQ:FDUS) is the most undervalued asset management stock based on WallStreetZen's Valuation Score. Fidus Investment 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.

Fidus Investment's stock has gained 12.56% in the past year. It has overperformed other stocks in the asset management industry by 21 percentage points.

2. Hywin Holdings (NASDAQ:HYW)


Hywin Holdings (NASDAQ:HYW) is the second most undervalued asset management stock based on WallStreetZen's Valuation Score. Hywin Holdings 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.

Hywin Holdings's stock has gained 6.46% in the past year. It has overperformed other stocks in the asset management industry by 14 percentage points.

3. U S Global Investors (NASDAQ:GROW)


U S Global Investors (NASDAQ:GROW) is the third most undervalued asset management stock based on WallStreetZen's Valuation Score. U S Global Investors 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.

U S Global Investors's stock has dropped -41.86% in the past year. It has underperformed other stocks in the asset management industry by -34 percentage points.

Are asset management stocks a good buy now?

30.95% of asset management stocks rated by analysts are a strong buy right now. On average, analysts expect asset management stocks to fall by -0.03% 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 34.84x.
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.