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
Market Cap
Dividend Yield
Payout Ratio
Last Dividend
Annual Dividend
Dividend Percentile
Dividend Dropped Count (L10Y)
Ex-dividend Date
Div. Payment Date
AAMI
ACADIAN ASSET MANAGEMENT INC
$3.25B0.34%7.80%$0.1000$0.314%1
AMG
AFFILIATED MANAGERS GROUP INC
$9.80B0.01%0.10%$0.0100$0.040%1
RPC
RIDGEPOST CAPITAL INC
$901.75M1.91%59.20%$0.0400$0.1640%0
BEN
FRANKLIN TEMPLETON INC
$15.84B4.23%89.10%$0.3300$1.3275%1
WHG
WESTWOOD HOLDINGS GROUP INC
$181.99M3.15%64.50%$0.1500$0.6062%2
SEIC
SEI INVESTMENTS CO
$12.66B0.99%17.90%$0.5200$1.0419%0
VCTR
VICTORY CAPITAL HOLDINGS INC
$6.74B1.81%35.70%$0.5000$1.9837%0
WT
WISDOMTREE INC
$3.27B0.56%21.40%$0.0300$0.129%1
FHI
FEDERATED HERMES INC
$4.11B2.62%26.10%$0.3800$1.4452%3
HTGC
HERCULES CAPITAL INC
$3.07B11.04%90.40%$0.4000$1.8194%2
GCMG
GCM GROSVENOR INC
$2.60B3.74%59.50%$0.1200$0.4870%0
IVZ
INVESCO LTD
$12.77B2.96%-126.90%$0.2150$0.8659%1
CION
CION INVESTMENT CORP
$334.58M18.53%1,775.00%$0.1000$1.2698%42026-10-162026-10-30
STT
STATE STREET CORP
$47.83B1.98%29.10%$0.9200$3.4440%0
PAX
PATRIA INVESTMENTS LTD
$1.89B5.37%142.10%$0.1625$0.6383%3
NOAH
NOAH HOLDINGS LTD
$511.11M9.70%109.20%$0.7257$0.7393%1
HLNE
HAMILTON LANE INC
$4.57B2.75%33.40%$0.6000$2.2855%0
NTRS
NORTHERN TRUST CORP
$30.64B1.96%27.30%$0.8800$3.2840%0
MFIC
MIDCAP FINANCIAL INVESTMENT CORP
$693.58M15.56%-394.30%$0.3100$1.3197%4
PSEC
PROSPECT CAPITAL CORP
$876.47M29.34%850.00%$0.0350$0.49100%32026-10-282026-10-21
TRIN
TRINITY CAPITAL INC
$1.60B12.06%125.60%$0.1700$2.0495%22026-10-152026-10-30
WHF
WHITEHORSE FINANCE INC
$158.28M14.18%149.40%$0.2500$1.0596%7
VRTS
VIRTUS INVESTMENT PARTNERS INC
$847.51M7.50%53.80%$2.4000$9.6090%02026-10-302026-11-13
TPG
TPG INC
$16.49B5.22%189.80%$0.5900$2.2482%5
GSBD
GOLDMAN SACHS BDC INC
$983.85M15.79%296.20%$0.3200$1.3897%82026-10-28
GECC
GREAT ELM CAPITAL CORP
$69.17M23.49%-41.30%$0.2500$1.1799%8
HRZN
HORIZON TECHNOLOGY FINANCE CORP
$304.33M24.01%269.00%$0.0900$1.0999%72026-10-162026-10-15
OFS
OFS CAPITAL CORP
$54.93M16.59%-51.50%$0.1700$0.6897%2
AMP
AMERIPRISE FINANCIAL INC
$43.58B1.34%15.70%$1.7000$6.6028%0
SII
SPROTT INC
$2.96B1.04%36.80%$0.4000$1.2021%1
BX
BLACKSTONE INC
$82.55B4.76%117.00%$1.2900$5.2379%10
MAAS
MAASE INC
$3.78BN/A0.00%N/AN/AN/AN/A
TCPC
BLACKROCK TCP CAPITAL CORP
$333.93M19.10%-68.80%$0.1700$0.7698%6
PSBD
PALMER SQUARE CAPITAL BDC INC
$294.86M15.70%-158.60%$0.3600$1.5197%1
CNS
COHEN & STEERS INC
$3.54B3.82%78.90%$0.6700$2.6371%6
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC
$2.53B12.90%96.10%$0.8000$4.0396%11
BLK
BLACKROCK INC
$165.11B2.10%51.60%$5.7300$22.4043%1
BCIC
BCP INVESTMENT CORP
$87.92M19.15%-309.30%$0.0900$1.3698%82026-10-152026-10-30
PFLT
PENNANTPARK FLOATING RATE CAPITAL LTD
$657.81M17.43%234.30%$0.0833$1.1698%5
TROW
PRICE T ROWE GROUP INC
$21.63B5.10%51.50%$1.3000$5.1782%1
GLAD
GLADSTONE CAPITAL CORP
$429.49M10.42%90.20%$0.1500$1.9894%4
HASI
HA SUSTAINABLE INFRASTRUCTURE CAPITAL INC
$4.74B4.60%264.80%$0.4250$1.7078%02026-10-16
SCM
STELLUS CAPITAL INVESTMENT CORP
$202.49M18.68%140.00%$0.0833$1.3398%32026-10-15
PFG
PRINCIPAL FINANCIAL GROUP INC
$23.05B3.02%44.70%$0.8400$3.2560%1
FSK
FS KKR CAPITAL CORP
$2.96B18.79%-168.10%$0.4400$2.0198%10
VINP
VINCI COMPASS INVESTMENTS LTD
$794.15M5.89%87.60%$0.1700$0.6686%3
OXSQ
OXFORD SQUARE CAPITAL CORP
$144.33M31.34%-93.30%$0.0350$0.42100%42026-10-162026-10-30
KKR
KKR & CO INC
$78.24B0.87%22.30%$0.1950$0.7617%1
BNY
BANK OF NEW YORK MELLON CORP
$95.69B1.57%25.60%$0.6300$2.2232%0
NMFC
NEW MOUNTAIN FINANCE CORP
$633.78M16.99%-263.00%$0.2500$1.1497%3
TPVG
TRIPLEPOINT VENTURE GROWTH BDC CORP
$182.38M22.32%94.90%$0.2900$1.0099%52026-12-162026-12-30
FDUS
FIDUS INVESTMENT CORP
$726.83M11.17%106.20%$0.5000$2.1494%5
OWL
BLUE OWL CAPITAL INC
$14.48B9.80%754.20%$0.2300$0.9193%0
BXSL
BLACKSTONE SECURED LENDING FUND
$5.54B12.96%242.50%$0.7700$3.0896%22026-10-23
TSLX
SIXTH STREET SPECIALTY LENDING INC
$1.63B10.51%201.10%$0.4200$1.8094%33
NCDL
NUVEEN CHURCHILL DIRECT LENDING CORP
$531.90M14.95%150.00%$0.3800$1.6197%12026-10-27
ALP
ALPHA COMPUTE CORP
$1.89MN/A0.00%N/AN/AN/AN/A
BCSF
BAIN CAPITAL SPECIALTY FINANCE INC
$688.90M17.51%190.90%$0.4200$1.8698%3
AB
ALLIANCEBERNSTEIN HOLDING LP
$3.18B10.15%101.20%$0.8200$3.4793%10
SAMG
SILVERCREST ASSET MANAGEMENT GROUP INC
$124.64M7.98%700.00%$0.2100$0.8491%0
GBDC
GOLUB CAPITAL BDC INC
$3.14B11.41%218.20%$0.3300$1.3894%11
PNNT
PENNANTPARK INVESTMENT CORP
$207.64M28.93%613.30%$0.0800$0.9299%42026-10-152026-11-02
CGBD
CARLYLE SECURED LENDING INC
$721.07M14.31%303.90%$0.3500$1.5096%52026-10-16
ALTI
ALTI GLOBAL INC
$376.60MN/A0.00%N/AN/AN/AN/A
BN
BROOKFIELD CORP
$81.93B0.74%48.10%$0.0700$0.2714%1
GAIN
GLADSTONE INVESTMENT CORPORATION
$610.07M6.27%22.80%$0.0800$0.9687%19
CSWC
CAPITAL SOUTHWEST CORP
$1.50B10.90%135.50%$0.2534$2.5694%102026-10-152026-10-30
BVC
BITVENTURES LTD
$102.56MN/A0.00%N/AN/AN/AN/A
APO
APOLLO GLOBAL MANAGEMENT INC
$68.67B1.84%74.70%$0.5625$2.1538%6
CCAP
CRESCENT CAPITAL BDC INC
$336.77M17.29%-1,866.70%$0.3400$1.5898%142026-11-302026-10-15
BAM
BROOKFIELD ASSET MANAGEMENT LTD
$72.24B4.30%108.10%$0.5025$1.9575%1
ARCC
ARES CAPITAL CORP
$13.33B10.34%142.20%$0.4800$1.9294%0
SAR
SARATOGA INVESTMENT CORP
$234.48M16.59%-1,296.30%$0.2500$2.5097%32026-11-052026-10-22
FWDI
FORWARD INDUSTRIES INC
$530.96MN/A0.00%N/AN/AN/AN/A
CG
CARLYLE GROUP INC
$13.27B3.76%138.60%$0.3500$1.4070%8
HSDT
SOLANA CO
$142.08MN/A0.00%N/AN/AN/AN/A
SLRC
SLR INVESTMENT CORP
$623.56M12.60%114.10%$0.3100$1.4495%2
MAIN
MAIN STREET CAPITAL CORP
$5.03B8.05%92.00%$0.2650$4.3391%262026-11-062026-10-15
ASST
STRIVE INC
$2.36BN/AN/AN/AN/AN/AN/A
PS
PERSHING SQUARE INC
$19.06B0.47%N/A$0.1030$0.237%12026-10-20
FGC
FG COMMUNITIES HOLDINGS INC
$30.06MN/A0.00%N/AN/AN/AN/A
STEP
STEPSTONE GROUP INC
$5.10B4.07%-21.70%$0.3300$1.7273%2
ARES
ARES MANAGEMENT CORP
$25.89B4.47%227.60%$1.3500$5.1777%2
NSLR
NEOSTELLAR CAPITAL CORP
$188.22M3.52%5.20%$0.2500$0.2567%5
BUR
BURFORD CAPITAL LTD
$755.37M1.82%-1.60%$0.0625$0.0637%0
DFDV
DEFI DEVELOPMENT CORP
$131.43MN/A0.00%N/AN/AN/AN/A
AVAT
AVALANCHE TREASURY CORP
$58.15MN/A0.00%N/AN/AN/AN/A
GROW
U S GLOBAL INVESTORS INC
$35.17M3.15%37.50%$0.0075$0.0962%12026-11-162026-10-26
WTF
WATON FINANCIAL LTD
$125.42MN/A0.00%N/AN/AN/AN/A
INV
INNVENTURE INC
$20.48MN/A0.00%N/AN/AN/AN/A
MLCI
MOUNT LOGAN CAPITAL INC
$34.46M3.90%-1.30%$0.0300$0.1272%0
AMTD
AMTD IDEA GROUP
$36.73MN/A0.00%N/AN/AN/AN/A
CRBG
COREBRIDGE FINANCIAL INC
$15.33B2.88%61.60%$0.2500$0.9957%0
BENF
BENEFICIENT
$13.49MN/A0.00%N/AN/AN/AN/A
PFX
PHENIXFIN CORP
$86.12M0.16%2.90%$0.0700$0.072%6
ZSTK
ZEROSTACK CORP
$76.43MN/A0.00%N/AN/AN/AN/A
ICMB
INVESTCORP CREDIT MANAGEMENT BDC INC
$9.96M20.29%-19.70%$0.1400$0.1498%5
AURE
AURELION INC
$38.35MN/AN/AN/AN/AN/AN/A
MGLD
MARYGOLD COMPANIES INC
$85.00MN/A0.00%N/AN/AN/AN/A
TWAV
TAOWEAVE INC
$5.93MN/A0.00%N/AN/AN/AN/A

Asset Management Stocks FAQ

What are the best asset management stocks to buy right now in Oct 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 108 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 Acadian Asset Management (NYSE:AAMI) is: Value: C, Growth: B, Momentum: B, Sentiment: C, Safety: C, Financials: A, and AI: C.

Acadian Asset Management (NYSE:AAMI) has a Due Diligence Score of 39, which is 7 points higher than the asset management industry average of 32.

AAMI passed 16 out of 38 due diligence checks and has average fundamentals. Acadian Asset Management has seen its stock return 98.7% over the past year, overperforming other asset management stocks by 107 percentage points.

Acadian Asset Management has an average 1 year price target of $94.00, an upside of 2.64% from Acadian Asset Management's current stock price of $91.58.

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 108 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: C.

Affiliated Managers Group (NYSE:AMG) has a Due Diligence Score of 42, which is 10 points higher than the asset management industry average of 32.

AMG passed 17 out of 38 due diligence checks and has strong fundamentals. Affiliated Managers Group has seen its stock return 60.09% over the past year, overperforming other asset management stocks by 68 percentage points.

Affiliated Managers Group has an average 1 year price target of $444.00, an upside of 17.15% from Affiliated Managers Group's current stock price of $379.01.

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. Ridgepost Capital (NYSE:RPC)


Ridgepost Capital (NYSE:RPC) is the #3 top asset management stock out of 108 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 Ridgepost Capital (NYSE:RPC) is: Value: C, Growth: B, Momentum: C, Sentiment: C, Safety: C, Financials: C, and AI: C.

Ridgepost Capital (NYSE:RPC) has a Due Diligence Score of 55, which is 23 points higher than the asset management industry average of 32.

RPC passed 20 out of 38 due diligence checks and has strong fundamentals. Ridgepost Capital has seen its stock lose -22.17% over the past year, underperforming other asset management stocks by -14 percentage points.

Ridgepost Capital has an average 1 year price target of $13.00, an upside of 58.92% from Ridgepost Capital's current stock price of $8.18.

Ridgepost Capital stock has a consensus Strong Buy recommendation according to Wall Street analysts. Of the 2 analysts covering Ridgepost Capital, 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.

What are the asset management stocks with highest dividends?

Out of 83 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 31.34%, which is 22 percentage points higher than the asset management industry average of 9.24%. 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. Prospect Capital (NASDAQ:PSEC)


Prospect Capital (NASDAQ:PSEC) has an annual dividend yield of 29.34%, which is 20 percentage points higher than the asset management industry average of 9.24%. Prospect Capital's dividend payout is not stable, having dropped more than 10% three 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 850% indicates that its high dividend yield might not be sustainable for the long-term.

3. Pennantpark Investment (NYSE:PNNT)


Pennantpark Investment (NYSE:PNNT) has an annual dividend yield of 28.93%, which is 20 percentage points higher than the asset management industry average of 9.24%. 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.

Why are asset management stocks down?

Asset management stocks were down -1.5% in the last day, and down -1.97% over the last week. Pershing Square was the among the top losers in the asset management industry, dropping -12.12% yesterday.

Pershing Square shares are trading lower after B of A Securities downgraded the stock from Neutral to Underperform and lowered its price target from $54 to $38.

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 36 points higher than the asset management industry average of 35. It passed 5 out of 7 valuation due diligence checks.

Virtus Investment Partners's stock has dropped -31.91% in the past year. It has underperformed other stocks in the asset management industry by -24 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 A. 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 8 points higher than the asset management industry average of 35. It passed 3 out of 7 valuation due diligence checks.

Triplepoint Venture Growth Bdc's stock has dropped -16.1% in the past year. It has underperformed other stocks in the asset management industry by -8 percentage points.

3. Noah Holdings (NYSE:NOAH)


Noah Holdings (NYSE:NOAH) 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.

Noah Holdings has a valuation score of 71, which is 36 points higher than the asset management industry average of 35. It passed 5 out of 7 valuation due diligence checks.

Noah Holdings's stock has dropped -35.35% in the past year. It has underperformed other stocks in the asset management industry by -27 percentage points.

Are asset management stocks a good buy now?

35.06% of asset management stocks rated by analysts are a hold right now. On average, analysts expect asset management stocks to rise by 21.44% over the next year.

0% of asset management stocks have a Zen Rating of A (Strong Buy), 10.34% of asset management stocks are rated B (Buy), 75.86% are rated C (Hold), 13.79% are rated D (Sell), and 0% 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 26.15x.
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.