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 94th 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
$3.23B0.34%7.80%$0.1000$0.315%12026-09-25
AMG
AFFILIATED MANAGERS GROUP INC
$9.20B0.01%0.10%$0.0100$0.040%1
WT
WISDOMTREE INC
$3.63B0.50%21.40%$0.0300$0.128%1
WHG
WESTWOOD HOLDINGS GROUP INC
$179.32M3.19%64.50%$0.1500$0.6065%22026-10-01
RPC
RIDGEPOST CAPITAL INC
$894.03M1.92%59.20%$0.0400$0.1642%02026-09-18
VCTR
VICTORY CAPITAL HOLDINGS INC
$6.78B1.80%35.70%$0.5000$1.9839%02026-09-25
SEIC
SEI INVESTMENTS CO
$12.83B0.97%17.90%$0.5200$1.0420%0
GCMG
GCM GROSVENOR INC
$2.60B3.74%59.50%$0.1200$0.4872%02026-09-15
BEN
FRANKLIN RESOURCES INC
$17.10B3.89%89.10%$0.3300$1.3174%12026-09-302026-10-09
IVZ
INVESCO LTD
$14.25B2.65%-126.90%$0.2150$0.8656%1
FHI
FEDERATED HERMES INC
$4.45B2.42%26.10%$0.3800$1.4452%3
PAX
PATRIA INVESTMENTS LTD
$1.72B5.89%134.90%$0.1625$0.6386%3
TPG
TPG INC
$18.34B4.70%189.80%$0.5900$2.2481%5
MFIC
MIDCAP FINANCIAL INVESTMENT CORP
$744.65M14.49%-394.30%$0.3100$1.3197%42026-09-24
CION
CION INVESTMENT CORP
$353.28M17.55%1,775.00%$0.1000$1.2698%32026-10-162026-09-25
HTGC
HERCULES CAPITAL INC
$3.26B10.40%90.40%$0.4000$1.8194%2
NOAH
NOAH HOLDINGS LTD
$556.21M8.91%109.20%$0.7257$0.7393%1
AMP
AMERIPRISE FINANCIAL INC
$49.26B1.18%15.70%$1.7000$6.6026%0
VRTS
VIRTUS INVESTMENT PARTNERS INC
$976.25M6.51%53.80%$2.4000$9.6088%02026-10-302026-11-13
STT
STATE STREET CORP
$53.13B1.74%29.10%$0.8400$3.3638%02026-10-012026-10-13
CNS
COHEN & STEERS INC
$3.85B3.51%78.90%$0.6700$2.6369%6
HLNE
HAMILTON LANE INC
$5.29B2.31%33.40%$0.6000$2.2249%02026-09-212026-10-06
NTRS
NORTHERN TRUST CORP
$34.61B1.73%27.30%$0.8800$3.2837%02026-10-01
GSBD
GOLDMAN SACHS BDC INC
$1.08B16.01%296.20%$0.0300$1.5497%82026-09-302026-09-15
BX
BLACKSTONE INC
$96.46B4.07%117.00%$1.2900$5.2375%10
TRIN
TRINITY CAPITAL INC
$1.70B14.22%125.60%$0.1700$2.5597%22026-09-30
DBRG
DIGITALBRIDGE GROUP INC
$2.98B0.25%2.60%$0.0100$0.043%32026-09-302026-10-15
PSBD
PALMER SQUARE CAPITAL BDC INC
$311.42M15.45%-158.60%$0.3600$1.5797%12026-09-252026-10-13
WHF
WHITEHORSE FINANCE INC
$151.19M16.76%149.40%$0.2500$1.1898%72026-09-212026-10-05
PSEC
PROSPECT CAPITAL CORP
$1.17B22.52%850.00%$0.0350$0.5099%32026-09-282026-09-17
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC
$3.07B10.63%96.10%$0.8000$4.0394%11
HRZN
HORIZON TECHNOLOGY FINANCE CORP
$328.47M22.65%269.00%$0.0900$1.1199%72026-09-162026-09-15
GECC
GREAT ELM CAPITAL CORP
$83.06M21.57%-41.30%$0.2500$1.2999%82026-09-152026-09-30
PFG
PRINCIPAL FINANCIAL GROUP INC
$24.87B2.80%44.70%$0.8400$3.2558%12026-09-25
TROW
PRICE T ROWE GROUP INC
$22.67B4.84%51.50%$1.3000$5.1482%12026-09-152026-09-29
HASI
HA SUSTAINABLE INFRASTRUCTURE CAPITAL INC
$4.80B4.54%264.80%$0.4250$1.7080%02026-10-022026-10-16
PFLT
PENNANTPARK FLOATING RATE CAPITAL LTD
$706.43M16.51%234.30%$0.0833$1.1898%52026-09-152026-10-01
MAAS
MAASE INC
$5.05BN/A0.00%N/AN/AN/AN/A
BLK
BLACKROCK INC
$167.20B2.07%51.60%$5.7300$22.4045%12026-09-22
OWL
BLUE OWL CAPITAL INC
$16.46B8.62%754.20%$0.2300$0.9192%0
BCIC
BCP INVESTMENT CORP
$88.30M17.81%-309.30%$0.0900$1.2798%82026-09-152026-09-30
KKR
KKR & CO INC
$90.73B0.75%22.30%$0.1950$0.7615%1
OXSQ
OXFORD SQUARE CAPITAL CORP
$144.33M31.34%-93.30%$0.0350$0.42100%42026-09-162026-09-30
TCPC
BLACKROCK TCP CAPITAL CORP
$341.48M21.62%-68.80%$0.1700$0.8899%62026-09-162026-09-30
SCM
STELLUS CAPITAL INVESTMENT CORP
$232.97M16.84%140.00%$0.0833$1.3898%32026-09-302026-09-15
BNY
BANK OF NEW YORK MELLON CORP
$110.37B1.36%25.60%$0.6300$2.2230%0
SII
SPROTT INC
$3.42B0.90%36.80%$0.4000$1.2018%1
GLAD
GLADSTONE CAPITAL CORP
$440.11M10.75%90.20%$0.1800$2.1094%32026-09-212026-09-16
FSK
FS KKR CAPITAL CORP
$3.29B19.09%-168.10%$0.4200$2.2799%92026-09-162026-10-02
FDUS
FIDUS INVESTMENT CORP
$742.77M11.29%106.20%$0.6200$2.2195%42026-09-152026-09-29
VINP
VINCI COMPASS INVESTMENTS LTD
$669.05M6.99%87.60%$0.1700$0.6689%3
TPVG
TRIPLEPOINT VENTURE GROWTH BDC CORP
$210.06M18.22%94.90%$0.2300$0.9498%52026-09-162026-09-30
ALP
ALPHA COMPUTE CORP
$1.90MN/A0.00%N/AN/AN/AN/A
BN
BROOKFIELD CORP
$85.39B0.52%48.10%$0.0700$0.209%12026-09-142026-09-29
BXSL
BLACKSTONE SECURED LENDING FUND
$5.69B12.62%242.50%$0.7700$3.0896%22026-09-302026-10-23
CGBD
CARLYLE SECURED LENDING INC
$782.31M13.63%303.90%$0.3500$1.5596%52026-09-302026-10-16
AB
ALLIANCEBERNSTEIN HOLDING LP
$3.36B9.61%101.20%$0.8200$3.4793%10
TSLX
SIXTH STREET SPECIALTY LENDING INC
$1.71B10.29%201.10%$0.4200$1.8494%342026-09-152026-09-30
APO
APOLLO GLOBAL MANAGEMENT INC
$76.17B1.66%74.70%$0.5625$2.1536%6
NMFC
NEW MOUNTAIN FINANCE CORP
$683.84M16.71%-263.00%$0.2500$1.2198%32026-09-162026-09-30
CSWC
CAPITAL SOUTHWEST CORP
$1.54B10.59%135.50%$0.1934$2.5694%102026-09-152026-09-30
BCSF
BAIN CAPITAL SPECIALTY FINANCE INC
$744.04M16.48%190.90%$0.4200$1.8998%32026-09-152026-09-29
SAMG
SILVERCREST ASSET MANAGEMENT GROUP INC
$117.89M8.44%700.00%$0.2100$0.8492%02026-09-18
CG
CARLYLE GROUP INC
$15.09B3.31%138.60%$0.3500$1.4067%8
NCDL
NUVEEN CHURCHILL DIRECT LENDING CORP
$600.05M13.83%150.00%$0.3800$1.6896%12026-09-302026-10-27
PNNT
PENNANTPARK INVESTMENT CORP
$233.76M25.70%613.30%$0.0800$0.9299%4
BAM
BROOKFIELD ASSET MANAGEMENT LTD
$75.49B4.12%108.10%$0.5025$1.9576%12026-09-29
BVC
BITVENTURES LTD
$135.07MN/A0.00%N/AN/AN/AN/A
FWDI
FORWARD INDUSTRIES INC
$483.70MN/A0.00%N/AN/AN/AN/A
GBDC
GOLUB CAPITAL BDC INC
$3.32B11.26%218.20%$0.3300$1.4495%112026-09-142026-09-29
GAIN
GLADSTONE INVESTMENT CORPORATION
$633.17M6.04%22.80%$0.0800$0.9687%192026-09-212026-09-30
ARCC
ARES CAPITAL CORP
$14.17B9.73%142.20%$0.4800$1.9293%02026-09-152026-09-30
ALTI
ALTI GLOBAL INC
$513.05MN/A0.00%N/AN/AN/AN/A
CCAP
CRESCENT CAPITAL BDC INC
$365.51M16.73%-1,866.70%$0.0300$1.6698%152026-09-302026-09-15
SLRC
SLR INVESTMENT CORP
$659.02M11.92%114.10%$0.3100$1.4495%22026-09-25
MAIN
MAIN STREET CAPITAL CORP
$5.26B7.68%92.00%$0.2650$4.3291%252026-09-212026-09-15
HSDT
SOLANA CO
$134.22MN/A0.00%N/AN/AN/AN/A
FGNX
FG NEXUS INC
$40.82MN/A0.00%N/AN/AN/AN/A
PS
PERSHING SQUARE INC
$15.07B0.32%N/A$0.1220$0.125%0
SAR
SARATOGA INVESTMENT CORP
$280.87M14.52%357.10%$0.2500$2.5097%32026-09-23
STEP
STEPSTONE GROUP INC
$5.90B3.52%-21.70%$0.3300$1.7269%22026-09-15
INV
INNVENTURE INC
$79.20MN/A0.00%N/AN/AN/AN/A
ARES
ARES MANAGEMENT CORP
$29.48B3.75%227.60%$1.3500$4.9472%22026-09-162026-09-30
NSLR
NEOSTELLAR CAPITAL CORP
$254.41M2.60%5.20%$0.2500$0.2556%5
BUR
BURFORD CAPITAL LTD
$955.19M1.44%-1.60%$0.0625$0.0632%0
ASST
STRIVE INC
$2.36BN/AN/AN/AN/AN/AN/A
DFDV
DEFI DEVELOPMENT CORP
$157.47MN/A0.00%N/AN/AN/AN/A
AVAT
AVALANCHE TREASURY CORP
$43.72MN/A0.00%N/AN/AN/AN/A
WTF
WATON FINANCIAL LTD
$125.42MN/A0.00%N/AN/AN/AN/A
GEG
GREAT ELM GROUP INC
$68.41MN/A0.00%N/AN/AN/AN/A
HNNA
HENNESSY ADVISORS INC
$81.42M5.70%54.80%$0.1500$0.5986%0
CRBG
COREBRIDGE FINANCIAL INC
$15.45B2.83%61.60%$0.2500$0.9859%02026-09-162026-09-30
ICMB
INVESTCORP CREDIT MANAGEMENT BDC INC
$12.48M32.37%-19.70%$0.1400$0.28100%5
CWD
CALIBERCOS INC
$5.30MN/A0.00%N/AN/AN/AN/A
EQS
EQUUS TOTAL RETURN INC
$13.69MN/A0.00%N/AN/AN/AN/A
AMTD
AMTD IDEA GROUP
$73.74MN/A0.00%N/AN/AN/AN/A
RMCO
ROYALTY MANAGEMENT HOLDING CORP
$40.66M0.37%-16.70%$0.0025$0.016%02026-09-302026-10-10
RAND
RAND CAPITAL CORP
$31.33M16.30%-5,733.30%$0.2900$1.7298%4
TWAV
TAOWEAVE INC
$4.69MN/A0.00%N/AN/AN/AN/A
BCG
BINAH CAPITAL GROUP INC
$21.84MN/A0.00%N/AN/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: C, 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 88.45% over the past year, overperforming other asset management stocks by 97 percentage points.

Acadian Asset Management has an average 1 year price target of $85.33, a downside of -6.25% from Acadian Asset Management's current stock price of $91.02.

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 50.71% over the past year, overperforming other asset management stocks by 59 percentage points.

Affiliated Managers Group has an average 1 year price target of $409.50, an upside of 15.15% from Affiliated Managers Group's current stock price of $355.61.

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. Wisdomtree (NYSE:WT)


Wisdomtree (NYSE:WT) 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 Wisdomtree (NYSE:WT) is: Value: C, Growth: B, Momentum: C, Sentiment: B, Safety: C, Financials: C, and AI: C.

Wisdomtree (NYSE:WT) has a Due Diligence Score of 37, which is 6 points higher than the asset management industry average of 31.

WT passed 16 out of 38 due diligence checks and has average fundamentals. Wisdomtree has seen its stock return 69.6% over the past year, overperforming other asset management stocks by 78 percentage points.

Wisdomtree has an average 1 year price target of $22.95, a downside of -4.1% from Wisdomtree's current stock price of $23.93.

Wisdomtree stock has a consensus Buy recommendation according to Wall Street analysts. Of the 4 analysts covering Wisdomtree, 0% have issued a Strong Buy rating, 50% 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 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 31.34%, which is 22 percentage points higher than the asset management industry average of 8.89%. 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 25.7%, which is 17 percentage points higher than the asset management industry average of 8.89%. 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 22.65%, which is 14 percentage points higher than the asset management industry average of 8.89%. 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 up?

Asset management stocks were up 0.59% in the last day, and down -3.09% over the last week. Strive was the among the top gainers in the asset management industry, gaining 2.68% yesterday.

Shares of crypto-linked stocks are trading higher after Senate Republicans released a revised draft of the Clarity Act ahead of Tuesday's procedural vote. The draft addresses Democrats' ethics and banking industry concerns, which may increase the likelihood that the bill will pass.`

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 -26.87% in the past year. It has underperformed other stocks in the asset management industry by -18 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 -32.11% in the past year. It has underperformed other stocks in the asset management industry by -24 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 -23.33% in the past year. It has underperformed other stocks in the asset management industry by -15 percentage points.

Are asset management stocks a good buy now?

32.91% of asset management stocks rated by analysts are a hold right now. On average, analysts expect asset management stocks to rise by 13.41% over the next year.

1.14% of asset management stocks have a Zen Rating of A (Strong Buy), 11.36% of asset management stocks are rated B (Buy), 67.05% are rated C (Hold), 19.32% are rated D (Sell), and 1.14% 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 28.36x.
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.