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 105th 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
$239.99M2.45%0.00%$0.2500$0.2553%5
HRZN
HORIZON TECHNOLOGY FINANCE CORP
$287.60M18.67%-197.00%$0.1100$1.2199%62025-11-172025-11-14
AAMI
ACADIAN ASSET MANAGEMENT INC
$1.72B0.08%1.70%$0.0100$0.041%12025-12-122025-12-24
FHI
FEDERATED HERMES INC
$3.76B2.68%27.20%$0.3400$1.3056%32025-11-072025-11-14
DHIL
DIAMOND HILL INVESTMENT GROUP INC
$347.22M4.67%34.80%$1.5000$6.0081%22025-11-212025-12-05
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC
$3.52B5.11%97.30%$0.7300$2.2383%112025-11-142025-11-28
NOAH
NOAH HOLDINGS LTD
$787.80MN/A0.00%$1.0749N/AN/A0
WT
WISDOMTREE INC
$1.76B0.75%30.80%$0.0300$0.0917%22025-11-122025-11-26
AMG
AFFILIATED MANAGERS GROUP INC
$6.76B0.02%0.30%$0.0100$0.040%1
JHG
JANUS HENDERSON GROUP PLC
$6.73B2.73%46.30%$0.4000$1.1957%02025-11-102025-11-26
VCTR
VICTORY CAPITAL HOLDINGS INC
$4.19B3.04%37.00%$0.4900$1.8963%0
CSWC
CAPITAL SOUTHWEST CORP
$1.13B13.50%165.20%$0.1934$2.7497%72025-11-142025-11-28
VINP
VINCI COMPASS INVESTMENTS LTD
$792.08M3.90%128.40%$0.1500$0.4575%3
BUR
BURFORD CAPITAL LTD
$2.18BN/A12.60%$0.0600N/AN/A0
TPG
TPG INC
$20.80B3.47%915.80%$0.5900$1.9169%4
GECC
GREAT ELM CAPITAL CORP
$90.93M19.21%94.90%$0.3700$1.5199%6
IVZ
INVESCO LTD
$10.57B3.52%89.20%$0.2100$0.8470%12025-11-142025-12-02
TROW
PRICE T ROWE GROUP INC
$22.38B4.93%54.90%$1.2700$5.0582%12025-12-152025-12-30
OXSQ
OXFORD SQUARE CAPITAL CORP
$148.27M16.58%-2,100.00%$0.0350$0.3298%42025-11-142025-11-28
GCMG
GCM GROSVENOR INC
$2.24B2.87%115.80%$0.1100$0.3360%02025-12-012025-12-15
BLK
BLACKROCK INC
$167.68B1.91%49.30%$5.2100$20.7342%1
TRIN
TRINITY CAPITAL INC
$1.06B13.52%87.90%$0.5100$2.0497%1
VRTS
VIRTUS INVESTMENT PARTNERS INC
$1.13B1.38%50.50%$2.2500$2.2531%02025-11-14
BX
BLACKSTONE INC
$107.00B0.70%94.30%$1.0300$1.0315%102025-11-032025-11-10
AMP
AMERIPRISE FINANCIAL INC
$42.06B1.03%16.60%$1.6000$4.6824%02025-11-102025-11-24
PAX
PATRIA INVESTMENTS LTD
$2.32B4.12%110.60%$0.1500$0.6077%3
PNNT
PENNANTPARK INVESTMENT CORP
$426.38M14.70%121.50%$0.0800$0.9698%32025-11-03
FDUS
FIDUS INVESTMENT CORP
$719.14M8.03%99.10%$0.5700$1.6592%3
PFG
PRINCIPAL FINANCIAL GROUP INC
$18.46B3.59%43.80%$0.7800$3.0271%12025-12-032025-12-19
SEIC
SEI INVESTMENTS CO
$9.87B0.61%17.60%$0.4900$0.4913%0
AB
ALLIANCEBERNSTEIN HOLDING LP
$3.66B8.40%111.20%$0.7600$3.3893%102025-11-032025-11-20
HTGC
HERCULES CAPITAL INC
$3.26B10.55%108.00%$0.4700$1.8995%12025-11-122025-11-19
SII
SPROTT INC
$2.11B0.73%59.30%$0.3000$0.6016%1
STT
STATE STREET CORP
$32.31B2.04%32.60%$0.8400$2.3645%0
BCSF
BAIN CAPITAL SPECIALTY FINANCE INC
$912.70M6.61%83.10%$0.4500$0.9389%22025-12-162025-12-30
CNS
COHEN & STEERS INC
$3.48B3.59%76.30%$0.6200$2.4571%72025-11-102025-11-20
TSLX
SIXTH STREET SPECIALTY LENDING INC
$2.13B8.89%103.50%$0.4600$2.0194%31
ALTI
ALTI GLOBAL INC
$577.81MN/A0.00%N/AN/AN/AN/A
BCIC
BCP INVESTMENT CORP
$155.27M18.61%-257.00%$0.4900$2.1999%5
STEP
STEPSTONE GROUP INC
$7.09B2.30%-42.90%$0.2800$1.4050%1
KKR
KKR & CO INC
$105.39B0.46%29.00%$0.1850$0.558%2
MFIC
MIDCAP FINANCIAL INVESTMENT CORP
$1.13B12.52%143.40%$0.3800$1.5297%4
BK
BANK OF NEW YORK MELLON CORP
$75.26B1.85%28.60%$0.5300$2.0041%02025-11-07
CION
CION INVESTMENT CORP
$476.59M16.28%-784.20%$0.3600$1.4998%2
NMFC
NEW MOUNTAIN FINANCE CORP
$1.03B13.34%172.40%$0.3200$1.2997%2
PSBD
PALMER SQUARE CAPITAL BDC INC
$395.47M9.99%320.00%$0.4200$1.2395%0
GBDC
GOLUB CAPITAL BDC INC
$3.75B11.71%122.40%$0.3900$1.6596%10
PX
P10 INC
$1.12B1.54%121.50%$0.0380$0.1635%0
GSBD
GOLDMAN SACHS BDC INC
$1.17B19.74%406.70%$0.4800$1.9799%5
OWL
BLUE OWL CAPITAL INC
$24.44B5.14%637.50%$0.2250$0.8183%02025-11-102025-11-24
CCAP
CRESCENT CAPITAL BDC INC
$523.31M10.48%161.70%$0.4200$1.4895%12
BEN
FRANKLIN RESOURCES INC
$11.74B4.25%249.00%$0.3200$0.9678%1
BBUC
BROOKFIELD BUSINESS CORP
$2.66B0.34%N/A$0.0630$0.135%0
WHF
WHITEHORSE FINANCE INC
$166.89M16.57%457.70%$0.0350$1.1998%72025-12-10
MAIN
MAIN STREET CAPITAL CORP
$5.07B7.40%66.30%$0.2550$4.2191%242025-11-072025-11-14
ARES
ARES MANAGEMENT CORP
$48.57B2.88%228.70%$1.1200$4.2960%4
SAMG
SILVERCREST ASSET MANAGEMENT GROUP INC
$173.05M5.73%114.10%$0.2100$0.8186%02025-12-122025-12-19
CGBD
CARLYLE SECURED LENDING INC
$921.49M9.89%145.10%$0.4000$1.2595%4
GLAD
GLADSTONE CAPITAL CORP
$432.75M11.02%70.20%$0.1500$2.1496%32025-11-172025-11-26
BN
BROOKFIELD CORP
$113.69B0.51%77.20%$0.0600$0.2310%1
NCDL
NUVEEN CHURCHILL DIRECT LENDING CORP
$713.15M9.35%99.10%$0.4500$1.3594%0
CRBG
COREBRIDGE FINANCIAL INC
$17.54B2.92%-120.50%$0.2400$0.9561%0
TPVG
TRIPLEPOINT VENTURE GROWTH BDC CORP
$220.57M20.66%116.50%$0.2300$1.13100%52025-12-162025-12-30
BAM
BROOKFIELD ASSET MANAGEMENT LTD
$87.18B3.29%N/A$0.4380$1.7867%1
WTF
WATON FINANCIAL LTD
$251.32MN/A0.00%N/AN/AN/AN/A
CG
CARLYLE GROUP INC
$19.26B2.63%46.20%$0.3500$1.4056%11
SAR
SARATOGA INVESTMENT CORP
$365.08M15.79%143.50%$0.2500$3.5898%42025-11-042025-11-20
GAIN
GLADSTONE INVESTMENT CORPORATION
$528.19M9.70%101.40%$0.0800$1.3494%182025-11-172025-11-26
ARCC
ARES CAPITAL CORP
$14.57B9.43%96.50%$0.4800$1.9294%02025-12-152025-12-30
TCPC
BLACKROCK TCP CAPITAL CORP
$483.01M15.32%-850.00%$0.2900$0.8798%4
PSEC
PROSPECT CAPITAL CORP
$1.23B20.30%-43.30%$0.0450$0.5499%22025-11-18
SCM
STELLUS CAPITAL INVESTMENT CORP
$340.43M12.14%101.10%$0.1330$1.4596%12025-11-282025-11-14
HLNE
HAMILTON LANE INC
$6.35B1.81%38.20%$0.5400$2.0640%0
BXSL
BLACKSTONE SECURED LENDING FUND
$6.09B8.74%108.80%$0.7700$2.3193%2
OFS
OFS CAPITAL CORP
$79.99M17.09%566.70%$0.3400$1.0299%12025-12-192025-12-31
NTRS
NORTHERN TRUST CORP
$24.33B2.37%35.40%$0.8000$3.0551%02025-12-052026-01-01
SLRC
SLR INVESTMENT CORP
$833.05M10.74%100.60%$0.4100$1.6496%1
PFLT
PENNANTPARK FLOATING RATE CAPITAL LTD
$905.86M13.43%147.60%$0.1030$1.2397%42025-11-03
FSK
FS KKR CAPITAL CORP
$4.23B18.56%359.00%$0.7000$2.8099%82025-12-032025-12-17
BENF
BENEFICIENT
$8.03MN/A0.00%N/AN/AN/AN/A
APO
APOLLO GLOBAL MANAGEMENT INC
$71.11B1.15%34.90%$0.5100$1.4326%8
CWD
CALIBERCOS INC
$7.00MN/A0.00%N/AN/AN/AN/A
INV
INNVENTURE INC
$162.47MN/A0.00%N/AN/AN/AN/A
WHG
WESTWOOD HOLDINGS GROUP INC
$157.59M3.58%69.00%$0.1500$0.6070%22025-12-012026-01-02
BCG
BINAH CAPITAL GROUP INC
$27.89MN/A0.00%N/AN/AN/AN/A
RAND
RAND CAPITAL CORP
$40.70M6.35%-208.60%$0.2900$0.8788%3
AMTD
AMTD IDEA GROUP
$105.23MN/A0.00%N/AN/AN/AN/A
SWKH
SWK HOLDINGS CORP
$196.67M0.00%281.70%N/A$0.00N/AN/A
EQS
EQUUS TOTAL RETURN INC
$23.78MN/A0.00%N/AN/AN/AN/A
MAAS
MAASE INC
$58.10MN/A0.00%N/AN/AN/AN/A
TGE
GENERATION ESSENTIALS GROUP
$41.32MN/A0.00%N/AN/AN/AN/A
PFX
PHENIXFIN CORP
$87.33MN/A46.70%$1.3100N/AN/A6
STEC
SANTECH HOLDINGS LTD
$90.26MN/AN/AN/AN/AN/AN/A
ICMB
INVESTCORP CREDIT MANAGEMENT BDC INC
$40.32M13.60%88.90%$0.1400$0.3897%5
MGLD
MARYGOLD COMPANIES INC
$45.81MN/A0.00%N/AN/AN/AN/A
MLCI
MOUNT LOGAN CAPITAL INC
N/AN/AN/AN/AN/AN/AN/A
AURE
PRESTIGE WEALTH INC
$19.54MN/A0.00%N/AN/AN/AN/A
MRCC
MONROE CAPITAL CORP
$151.23M14.33%1,111.10%$0.2500$1.0098%1
GEG
GREAT ELM GROUP INC
$72.49MN/A0.00%N/AN/AN/AN/A
RMCO
ROYALTY MANAGEMENT HOLDING CORP
$46.38M0.16%-30.00%$0.0025$0.011%0

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 -9 points lower than the asset management industry average of 31. 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 121.52% over the past year, overperforming other asset management stocks by 124 percentage points.

Suro Capital has an average 1 year price target of $10.33, an upside of 1.4% from Suro Capital's current stock price of $10.19.

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. Horizon Technology Finance (NASDAQ:HRZN)


Horizon Technology Finance (NASDAQ:HRZN) 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 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 -18 points lower than the asset management industry average of 31. 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 -32.85% over the past year, underperforming other asset management stocks by -31 percentage points.

Horizon Technology Finance has an average 1 year price target of $6.88, an upside of 6.1% from Horizon Technology Finance's current stock price of $6.48.

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.

3. Acadian Asset Management (NYSE:AAMI)


Acadian Asset Management (NYSE:AAMI) 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 Acadian Asset Management (NYSE:AAMI) is: Value: C, Growth: C, Momentum: B, Sentiment: C, Safety: C, Financials: A, and AI: C.

Acadian Asset Management (NYSE:AAMI) has a Due Diligence Score of 42, which is 11 points higher than the asset management industry average of 31.

AAMI passed 17 out of 38 due diligence checks and has strong fundamentals. Acadian Asset Management has seen its stock return 82.27% over the past year, overperforming other asset management stocks by 84 percentage points.

Acadian Asset Management has an average 1 year price target of $43.50, a downside of -9.56% from Acadian Asset Management's current stock price of $48.10.

Acadian Asset Management stock has a consensus Hold recommendation according to Wall Street analysts. Of the 4 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.

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. Triplepoint Venture Growth Bdc (NYSE:TPVG)


Triplepoint Venture Growth Bdc (NYSE:TPVG) has an annual dividend yield of 20.66%, which is 13 percentage points higher than the asset management industry average of 7.42%. 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.

2. Prospect Capital (NASDAQ:PSEC)


Prospect Capital (NASDAQ:PSEC) has an annual dividend yield of 20.3%, which is 13 percentage points higher than the asset management industry average of 7.42%. 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.

3. Goldman Sachs Bdc (NYSE:GSBD)


Goldman Sachs Bdc (NYSE:GSBD) has an annual dividend yield of 19.74%, which is 12 percentage points higher than the asset management industry average of 7.42%. 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 down?

Asset management stocks were down -0.15% in the last day, and down -2.45% over the last week. Ofs Capital was the among the top losers in the asset management industry, dropping -14.47% yesterday.

OFS Capital shares are trading lower after the company reported mixed Q3 financial results.

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 33 points higher than the asset management industry average of 38. It passed 5 out of 7 valuation due diligence checks.

Virtus Investment Partners's stock has dropped -24.75% in the past year. It has underperformed other stocks in the asset management industry by -23 percentage points.

2. Great Elm Capital (NASDAQ:GECC)


Great Elm Capital (NASDAQ:GECC) 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.

Great Elm Capital has a valuation score of 57, which is 19 points higher than the asset management industry average of 38. It passed 4 out of 7 valuation due diligence checks.

Great Elm Capital's stock has dropped -18.8% in the past year. It has underperformed other stocks in the asset management industry by -17 percentage points.

3. Diamond Hill Investment Group (NASDAQ:DHIL)


Diamond Hill Investment Group (NASDAQ:DHIL) 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.

Diamond Hill Investment Group has a valuation score of 86, which is 48 points higher than the asset management industry average of 38. It passed 6 out of 7 valuation due diligence checks.

Diamond Hill Investment Group's stock has dropped -14.95% in the past year. It has underperformed other stocks in the asset management industry by -13 percentage points.

Are asset management stocks a good buy now?

35.82% of asset management stocks rated by analysts are a buy right now. On average, analysts expect asset management stocks to rise by 17.76% over the next year.

1.2% of asset management stocks have a Zen Rating of A (Strong Buy), 4.82% of asset management stocks are rated B (Buy), 80.72% are rated C (Hold), 12.05% 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 44.97x.
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.