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Best Asset Management Stocks to Buy Now (2022)
Top asset management stocks in 2022 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
$1.37BN/A0.00%N/AN/AN/AN/A
HYW
HYWIN HOLDINGS LTD
$177.12MN/A0.00%N/AN/AN/AN/A
HLNE
HAMILTON LANE INC
$3.38B2.36%34.90%$0.4000$1.5040%02022-10-06
HNNA
HENNESSY ADVISORS INC
$63.82M6.45%60.40%$0.1375$0.5583%0
GROW
U S GLOBAL INVESTORS INC
$39.95M3.15%23.80%$0.0075$0.0953%3
JHG
JANUS HENDERSON GROUP PLC
$3.58B7.13%51.70%$0.3900$1.5485%0
VRTS
VIRTUS INVESTMENT PARTNERS INC
$1.23B3.56%28.70%$1.5000$6.0060%02022-10-282022-11-15
VINP
VINCI PARTNERS INVESTMENTS LTD
$605.06M6.58%122.90%$0.1700$0.7083%2
VCTR
VICTORY CAPITAL HOLDINGS INC
$1.66B3.78%19.00%$0.2500$0.9263%0
SEIC
SEI INVESTMENTS CO
$6.91B1.57%19.00%$0.4000$0.8024%1
AMG
AFFILIATED MANAGERS GROUP INC
$4.37B0.04%0.30%$0.0100$0.040%1
SAMG
SILVERCREST ASSET MANAGEMENT GROUP INC
$248.92M4.02%30.10%$0.1800$0.6966%0
SSSS
SURO CAPITAL CORP
$126.46M68.59%262.10%$0.1100$2.86100%5
AMP
AMERIPRISE FINANCIAL INC
$27.38B1.88%16.40%$1.2500$4.7631%0
STT
STATE STREET CORP
$23.02B3.64%31.10%$0.5700$2.2861%02022-09-302022-10-13
BCOR
BLUCORA INC
$918.16MN/A0.00%N/AN/AN/AN/A
AB
ALLIANCEBERNSTEIN HOLDING LP
$3.65B10.10%107.30%$0.7100$3.7992%12
NTRS
NORTHERN TRUST CORP
$18.09B3.28%38.00%$0.7500$2.8555%02022-10-01
NEWT
NEWTEK BUSINESS SERVICES CORP
$403.09M19.34%135.80%$0.6500$3.2099%72022-09-30
SII
SPROTT INC
$772.69M3.24%95.20%$0.2500$1.0055%1
CNS
COHEN & STEERS INC
$3.28B4.97%75.20%$0.5500$3.3575%10
CSWC
CAPITAL SOUTHWEST CORP
$468.85M15.15%204.70%$0.5000$2.5897%72022-12-142022-09-30
GAIN
GLADSTONE INVESTMENT CORPORATION
$408.42M10.00%61.90%$0.0750$1.2392%122022-09-30
FDUS
FIDUS INVESTMENT CORP
$413.97M10.63%44.50%$0.4300$1.8092%52022-12-012022-12-16
JXN
JACKSON FINANCIAL INC
$2.43B7.51%2.40%$0.5500$2.1586%0
CIXX
CI FINANCIAL CORP
$1.86B4.34%23.20%$0.1423$0.4369%02022-09-292022-10-14
GCMG
GCM GROSVENOR INC
$1.46B5.09%56.50%$0.1000$0.4076%0
CG
CARLYLE GROUP INC
$9.57B4.34%19.20%$0.3250$1.1569%15
FSK
FS KKR CAPITAL CORP
$4.93B14.93%170.90%$0.6700$2.6097%62022-10-04
TROW
PRICE T ROWE GROUP INC
$24.26B4.35%43.60%$1.2000$4.6869%32022-09-29
BAM
BROOKFIELD ASSET MANAGEMENT INC
$70.00B1.29%22.80%$0.1400$0.5519%12022-09-29
BEN
FRANKLIN RESOURCES INC
$11.41B5.02%34.00%$0.2900$1.1576%22022-09-292022-10-14
SLRC
SLR INVESTMENT CORP
$704.38M12.75%807.70%$0.1367$1.6495%22022-10-04
BK
BANK OF NEW YORK MELLON CORP
$31.90B3.52%35.30%$0.3700$1.3959%0
BX
BLACKSTONE INC
$58.35B6.25%93.40%$0.0700$5.2082%15
WETF
WISDOMTREE INVESTMENTS INC
$691.88M2.54%150.00%$0.0300$0.1244%2
PSEC
PROSPECT CAPITAL CORP
$2.58B10.11%50.30%$0.0600$0.6692%22022-09-272022-10-20
TRIN
TRINITY CAPITAL INC
$420.21M13.53%72.10%$0.5700$1.8195%02022-09-292022-10-14
PFLT
PENNANTPARK FLOATING RATE CAPITAL LTD
$403.53M11.68%211.10%$0.0950$1.1494%52022-10-03
WHF
WHITEHORSE FINANCE INC
$264.51M13.66%142.70%$0.3550$1.5695%32022-10-04
FHI
FEDERATED HERMES INC
$2.96B3.25%40.00%$0.2700$1.0855%3
PX
P10 INC
$1.25B0.56%12.50%$0.0300$0.066%0
TPVG
TRIPLEPOINT VENTURE GROWTH BDC CORP
$325.03M13.77%101.40%$0.3600$1.4496%32022-09-30
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC
$2.33B14.28%112.30%$0.6000$4.1896%9
OFS
OFS CAPITAL CORP
$103.27M14.43%48.00%$0.2900$1.1196%12022-09-30
SWKH
SWK HOLDINGS CORP
$214.88MN/A0.00%N/AN/AN/AN/A
BRDG
BRIDGE INVESTMENT GROUP HOLDINGS INC
$1.73B6.72%41.30%$0.3000$1.0184%1
PTMN
PORTMAN RIDGE FINANCE CORP
$192.57M12.51%1,377.80%$0.6300$2.5195%6
HRZN
HORIZON TECHNOLOGY FINANCE CORP
$256.87M12.35%104.20%$0.1000$1.2595%42022-10-172022-10-14
ARES
ARES MANAGEMENT CORP
$18.73B3.61%132.50%$0.6100$2.3061%52022-09-30
GLAD
GLADSTONE CAPITAL CORP
$287.81M9.48%56.00%$0.0675$0.8091%02022-09-30
TSLX
SIXTH STREET SPECIALTY LENDING INC
$1.32B14.52%142.50%$0.4200$2.3796%232022-09-30
MFIC
MIDCAP FINANCIAL INVESTMENT CORP
$672.66M13.22%165.50%$0.3200$1.4095%32022-10-11
BLK
BLACKROCK INC
$88.15B3.21%46.90%$4.8800$18.7754%1
MN
MANNING & NAPIER INC
$224.90M1.70%21.50%$0.0500$0.2027%3
CCAP
CRESCENT CAPITAL BDC INC
$488.02M11.65%118.50%$0.0500$1.8493%32022-09-292022-10-17
ARCC
ARES CAPITAL CORP
$8.42B10.43%77.50%$0.4600$1.7792%32022-12-142022-09-30
PNNT
PENNANTPARK INVESTMENT CORP
$365.01M9.95%99.10%$0.1500$0.5691%22022-10-03
CGBD
CARLYLE SECURED LENDING INC
$631.07M12.90%74.10%$0.4000$1.5795%32022-09-292022-10-14
ATCO
ATLAS CORP
$3.92B3.58%26.20%$0.1250$0.5060%1
FCRD
FIRST EAGLE ALTERNATIVE CAPITAL BDC INC
$87.07M14.09%100.00%$0.1100$0.4196%52022-09-30
BKCC
BLACKROCK CAPITAL INVESTMENT CORP
$250.33M11.70%137.90%$0.1000$0.4094%42022-10-06
PZN
PZENA INVESTMENT MANAGEMENT INC
$705.47M6.48%71.30%$0.0300$0.6283%9
TCPC
BLACKROCK TCP CAPITAL CORP
$649.88M10.67%122.40%$0.3000$1.2093%32022-09-30
IVZ
INVESCO LTD
$6.74B4.82%30.00%$0.1875$0.7274%1
DHIL
DIAMOND HILL INVESTMENT GROUP INC
$518.78M3.29%133.50%$1.5000$5.5056%2
GECC
GREAT ELM CAPITAL CORP
$65.86M18.47%-27.10%$0.4500$1.6098%32022-09-30
BXSL
BLACKSTONE SECURED LENDING FUND
$3.96B6.71%66.80%$0.2000$1.6184%22022-09-292022-11-14
STEP
STEPSTONE GROUP INC
$2.76B2.75%20.70%$0.2000$0.7047%0
LGHL
LION GROUP HOLDING LTD
$67.58MN/A0.00%N/AN/AN/AN/A
SAR
SARATOGA INVESTMENT CORP
$253.72M10.06%105.00%$0.5400$2.1392%32022-09-29
NOAH
NOAH HOLDINGS LTD
$851.85MN/AN/A$0.1400N/AN/A0
MAIN
MAIN STREET CAPITAL CORP
$2.55B8.43%76.20%$0.2150$2.9289%192022-10-062022-09-27
KKR
KKR & CO INC
$37.54B1.37%40.70%$0.1550$0.6020%8
BUR
BURFORD CAPITAL LTD
$1.58BN/A0.00%N/AN/AN/AN/A
MGLD
MARYGOLD COMPANIES INC
$47.65MN/A0.00%N/AN/AN/AN/A
OWL
BLUE OWL CAPITAL INC
$41.03B4.29%-308.30%$0.1100$0.4069%0
SFE
SAFEGUARD SCIENTIFICS INC
$62.19MN/A0.00%$1.0000N/AN/A0
BSIG
BRIGHTSPHERE INVESTMENT GROUP INC
$643.47M0.26%0.80%$0.0100$0.042%12022-09-30
PAX
PATRIA INVESTMENTS LTD
$1.89B5.24%N/A$0.1690$0.6777%2
RAND
RAND CAPITAL CORP
$37.00M3.84%142.10%$0.1500$0.5564%1
GEG
GREAT ELM GROUP INC
$59.21MN/A0.00%N/AN/AN/AN/A
SCM
STELLUS CAPITAL INVESTMENT CORP
$239.44M10.50%83.80%$0.1133$1.2992%32022-09-292022-10-14
BCSF
BAIN CAPITAL SPECIALTY FINANCE INC
$815.42M10.77%90.70%$0.3400$1.3693%12022-09-292022-10-28
GBDC
GOLUB CAPITAL BDC INC
$2.10B9.76%93.00%$0.3000$1.2091%52022-09-29
EQS
EQUUS TOTAL RETURN INC
$24.06MN/A0.00%N/AN/AN/AN/A
NMFC
NEW MOUNTAIN FINANCE CORP
$1.16B10.43%92.30%$0.3000$1.2092%42022-09-30
ICMB
INVESTCORP CREDIT MANAGEMENT BDC INC
$54.17M15.94%333.30%$0.1500$0.6098%42022-10-14
AINC
ASHFORD INC
$36.39MN/A0.00%N/AN/AN/AN/A
OXSQ
OXFORD SQUARE CAPITAL CORP
$152.27M13.73%-52.50%$0.0350$0.4296%32022-10-142022-09-30
PUYI
PUYI INC
$440.52MN/A0.00%N/AN/AN/AN/A
LRFC
LOGAN RIDGE FINANCE CORP
$50.86MN/A0.00%$0.4998N/AN/A4
PFX
PHENIXFIN CORP
$76.89M0.35%-3.30%$0.1210$0.123%7
CION
CION INVESTMENT CORP
$483.58M15.67%121.40%$0.3100$1.3398%1
SCU
SCULPTOR CAPITAL MANAGEMENT INC
$570.92M5.80%-1,033.30%$0.1300$0.5280%13
TPG
TPG INC
$8.49B3.02%N/A$0.3900$0.8352%1
APO
APOLLO GLOBAL MANAGEMENT INC
$27.90B3.48%-56.80%$0.4000$1.7058%14
SVVC
FIRSTHAND TECHNOLOGY VALUE FUND INC
$8.62MN/A0.00%$2.8616N/AN/A0
AAMC
ALTISOURCE ASSET MANAGEMENT CORP
$26.77MN/A0.00%N/AN/AN/AN/A
BBUC
BROOKFIELD BUSINESS CORP
$2.18BN/AN/AN/AN/AN/AN/A

Asset Management Stocks FAQ

What are the best asset management stocks to buy right now in Sep 2022?

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 69, which is 35 points higher than the asset management industry average of 34. It passed 23 out of 33 due diligence checks and has strong fundamentals. Assetmark Financial Holdings has seen its stock lose -27.93% over the past year, overperforming other asset management stocks by 1 percentage points.

Assetmark Financial Holdings has an average 1 year price target of $32.50, an upside of 75.2% from Assetmark Financial Holdings's current stock price of $18.55.

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

2. Hywin Holdings (NASDAQ:HYW)


Hywin Holdings (NASDAQ:HYW) is the second best asset management stock with a Zen Score of 65, which is 31 points higher than the asset management industry average of 34. It passed 21 out of 33 due diligence checks and has strong fundamentals. Hywin Holdings has seen its stock return 0.82% over the past year, overperforming other asset management stocks by 30 percentage points.

3. Hamilton Lane (NASDAQ:HLNE)


Hamilton Lane (NASDAQ:HLNE) is the third best asset management stock with a Zen Score of 55, which is 21 points higher than the asset management industry average of 34. It passed 20 out of 38 due diligence checks and has strong fundamentals. Hamilton Lane has seen its stock lose -29.47% over the past year, underperforming other asset management stocks by -1 percentage points.

Hamilton Lane has an average 1 year price target of $73.00, an upside of 15% from Hamilton Lane's current stock price of $63.48.

Hamilton Lane stock has a consensus Hold recommendation according to Wall Street analysts. Of the 3 analysts covering Hamilton Lane, 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.

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. Suro Capital (NASDAQ:SSSS)


Suro Capital (NASDAQ:SSSS) has an annual dividend yield of 68.59%, which is 60 percentage points higher than the asset management industry average of 8.37%. Suro Capital's dividend payout is not stable, having dropped more than 10% five times in the last 10 years. Suro Capital's dividend has shown consistent growth over the last 10 years.

Suro Capital's dividend payout ratio of 262.1% indicates that its high dividend yield might not be sustainable for the long-term.

2. Newtek Business Services (NASDAQ:NEWT)


Newtek Business Services (NASDAQ:NEWT) has an annual dividend yield of 19.34%, which is 11 percentage points higher than the asset management industry average of 8.37%. 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 135.8% indicates that its high dividend yield might not be sustainable for the long-term.

3. Great Elm Capital (NASDAQ:GECC)


Great Elm Capital (NASDAQ:GECC) has an annual dividend yield of 18.47%, which is 10 percentage points higher than the asset management industry average of 8.37%. 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 -27.1% 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 -1.72% in the last day, and down -9.49% over the last week. Lion Group Holding was the among the top losers in the asset management industry, dropping -14.93% yesterday.

Shares of several banks and financial services companies are trading lower as the US dollar gains against the pound and as short-term yields continue to rise.

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. Hywin Holdings (NASDAQ:HYW)


Hywin Holdings (NASDAQ:HYW) is the most undervalued asset management stock based on WallStreetZen's Valuation Score. Hywin Holdings has a valuation score of 100, which is 57 points higher than the asset management industry average of 43. It passed 7 out of 7 valuation due diligence checks.

Hywin Holdings's stock has gained 0.82% in the past year. It has overperformed other stocks in the asset management industry by 30 percentage points.

2. Suro Capital (NASDAQ:SSSS)


Suro Capital (NASDAQ:SSSS) is the second most undervalued asset management stock based on WallStreetZen's Valuation Score. Suro Capital has a valuation score of 100, which is 57 points higher than the asset management industry average of 43. It passed 7 out of 7 valuation due diligence checks.

Suro Capital's stock has dropped -67.97% in the past year. It has underperformed other stocks in the asset management industry by -39 percentage points.

3. Virtus Investment Partners (NASDAQ:VRTS)


Virtus Investment Partners (NASDAQ:VRTS) is the third most undervalued asset management stock based on WallStreetZen's Valuation Score. Virtus Investment Partners has a valuation score of 86, which is 43 points higher than the asset management industry average of 43. It passed 6 out of 7 valuation due diligence checks.

Virtus Investment Partners's stock has dropped -47.89% in the past year. It has underperformed other stocks in the asset management industry by -19 percentage points.

Are asset management stocks a good buy now?

32.94% of asset management stocks rated by analysts are a strong buy right now. On average, analysts expect asset management stocks to rise by 36.02% 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 6.8x.
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.