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
C
Asset Management is Zen Rated C and is the 84th 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
$199.48M2.95%0.00%$0.2500$0.2563%5
AAMI
ACADIAN ASSET MANAGEMENT INC
$1.69B0.08%1.70%$0.0100$0.040%12025-09-122025-09-26
DHIL
DIAMOND HILL INVESTMENT GROUP INC
$396.51M4.12%34.10%$1.5000$6.0078%22025-08-292025-09-12
WHG
WESTWOOD HOLDINGS GROUP INC
$165.74M3.40%1,200.00%$0.1500$0.6070%22025-09-022025-10-01
FHI
FEDERATED HERMES INC
$4.18B2.41%28.20%$0.3400$1.3054%32025-08-15
AMG
AFFILIATED MANAGERS GROUP INC
$6.34B0.01%0.30%$0.0100$0.030%12025-08-25
NOAH
NOAH HOLDINGS LTD
$801.02MN/AN/A$1.0749N/AN/A0
JHG
JANUS HENDERSON GROUP PLC
$6.89B1.79%59.00%$0.4000$0.7941%02025-08-28
GECC
GREAT ELM CAPITAL CORP
$128.18M13.45%94.90%$0.3700$1.4998%62025-09-152025-09-30
GCMG
GCM GROSVENOR INC
$2.52B1.69%115.80%$0.1100$0.2239%02025-09-022025-09-16
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC
$3.37B4.62%94.20%$0.6800$2.2181%112025-08-152025-08-29
WT
WISDOMTREE INC
$1.99B0.44%30.80%$0.0300$0.069%22025-08-27
TPG
TPG INC
$24.25B2.06%915.80%$0.4100$1.3247%42025-08-182025-09-02
VCTR
VICTORY CAPITAL HOLDINGS INC
$4.79B2.54%37.00%$0.4900$1.8156%0
PAX
PATRIA INVESTMENTS LTD
$2.12B3.27%128.80%$0.1500$0.4568%32025-08-152025-09-15
SWKH
SWK HOLDINGS CORP
$178.81M0.00%281.70%N/A$0.00N/AN/A
VINP
VINCI PARTNERS INVESTMENTS LTD
$709.64M2.90%128.40%$0.1500$0.3062%3
CSWC
CAPITAL SOUTHWEST CORP
$1.27B12.01%165.20%$0.1934$2.7497%62025-08-152025-08-29
SAR
SARATOGA INVESTMENT CORP
$400.01M14.96%135.50%$0.2500$3.8299%42025-09-042025-08-21
VRTS
VIRTUS INVESTMENT PARTNERS INC
$1.37B2.27%50.50%$2.2500$4.5051%02025-08-15
BUR
BURFORD CAPITAL LTD
$2.97B0.44%12.60%$0.0600$0.069%0
FDUS
FIDUS INVESTMENT CORP
$747.15M7.73%99.10%$0.5400$1.6592%42025-09-182025-09-25
TRIN
TRINITY CAPITAL INC
$1.13B12.67%87.90%$0.5100$2.0497%1
BCSF
BAIN CAPITAL SPECIALTY FINANCE INC
$989.89M6.09%83.10%$0.4500$0.9388%22025-09-162025-09-30
PX
P10 INC
$1.40B0.93%121.50%$0.0380$0.1221%02025-08-292025-09-19
TSLX
SIXTH STREET SPECIALTY LENDING INC
$2.28B8.34%103.50%$0.4600$2.0293%292025-08-292025-09-19
PSEC
PROSPECT CAPITAL CORP
$1.29B20.53%-73.30%$0.0450$0.59100%22025-08-272025-08-20
CRBG
COREBRIDGE FINANCIAL INC
$18.44B2.07%-120.50%$0.2400$0.7148%02025-09-162025-09-30
BX
BLACKSTONE INC
$127.45B1.08%94.30%$1.0300$1.8925%10
TROW
PRICE T ROWE GROUP INC
$23.96B4.60%56.00%$1.2700$5.0281%12025-09-152025-09-29
GBDC
GOLUB CAPITAL BDC INC
$3.94B11.82%122.40%$0.3900$1.7597%102025-09-152025-09-29
SEIC
SEI INVESTMENTS CO
$10.98B0.55%18.00%$0.4900$0.4912%0
PNNT
PENNANTPARK INVESTMENT CORP
$480.58M13.04%121.50%$0.0800$0.9698%32025-08-152025-09-02
OFS
OFS CAPITAL CORP
$110.94M12.32%178.90%$0.3400$1.0297%12025-09-192025-09-30
KKR
KKR & CO INC
$130.09B0.25%29.00%$0.1850$0.373%22025-08-26
HTGC
HERCULES CAPITAL INC
$3.52B7.34%125.80%$0.4700$1.4291%12025-08-19
ALTI
ALTI GLOBAL INC
$633.54MN/A0.00%N/AN/AN/AN/A
BLK
BLACKROCK INC
$179.65B1.78%49.30%$5.2100$20.6241%12025-09-052025-09-23
SII
SPROTT INC
$1.67B0.92%43.80%$0.3000$0.6021%1
AMP
AMERIPRISE FINANCIAL INC
$48.43B0.60%14.00%$1.6000$3.0813%02025-08-18
PFG
PRINCIPAL FINANCIAL GROUP INC
$17.40B3.79%59.30%$0.7600$2.9675%12025-09-042025-09-26
CCAP
CRESCENT CAPITAL BDC INC
$564.82M9.97%161.70%$0.4200$1.5295%12
CION
CION INVESTMENT CORP
$553.16M10.64%-784.20%$0.3600$1.1396%22025-09-022025-09-16
STT
STATE STREET CORP
$32.23B2.01%33.60%$0.7600$2.2846%02025-10-012025-10-14
HRZN
HORIZON TECHNOLOGY FINANCE CORP
$288.13M16.95%-140.40%$0.1100$1.2199%62025-08-182025-08-15
PTMN
PORTMAN RIDGE FINANCE CORP
$115.04M19.12%-231.00%$0.4700$2.3999%62025-08-182025-08-29
MAIN
MAIN STREET CAPITAL CORP
$5.98B5.86%66.30%$0.2550$3.9487%232025-09-082025-08-15
CNS
COHEN & STEERS INC
$3.91B2.39%76.10%$0.6200$1.8354%72025-08-21
SAMG
SILVERCREST ASSET MANAGEMENT GROUP INC
$208.99M4.81%90.90%$0.2000$0.8082%02025-09-122025-09-19
OWL
BLUE OWL CAPITAL INC
$30.46B2.98%637.50%$0.2250$0.5963%02025-08-28
MFIC
MIDCAP FINANCIAL INVESTMENT CORP
$1.22B11.67%143.40%$0.3800$1.5296%42025-09-092025-09-25
BEN
FRANKLIN RESOURCES INC
$13.31B3.71%249.00%$0.3200$0.9573%1
NMFC
NEW MOUNTAIN FINANCE CORP
$1.10B12.64%172.40%$0.3200$1.3197%2
BAM
BROOKFIELD ASSET MANAGEMENT LTD
$100.16B2.28%N/A$0.4380$1.4251%12025-08-292025-09-29
CG
CARLYLE GROUP INC
$23.44B1.62%46.20%$0.3500$1.0537%122025-08-182025-08-28
AB
ALLIANCEBERNSTEIN HOLDING LP
$4.56B8.20%98.80%$0.7600$3.3893%11
HLNE
HAMILTON LANE INC
$8.82B1.27%38.20%$0.5400$2.0130%02025-09-192025-10-06
BBUC
BROOKFIELD BUSINESS CORP
$2.21B0.21%N/A$0.0625$0.062%0
GSBD
GOLDMAN SACHS BDC INC
$1.32B16.99%406.70%$0.4800$1.9199%42025-08-292025-09-15
BK
BANK OF NEW YORK MELLON CORP
$72.89B1.88%29.30%$0.5300$1.9444%0
ARES
ARES MANAGEMENT CORP
$62.20B2.15%228.70%$1.1200$4.1049%52025-09-162025-09-30
GLAD
GLADSTONE CAPITAL CORP
$608.49M7.52%70.20%$0.1650$2.0592%22025-08-202025-08-29
CGBD
CARLYLE SECURED LENDING INC
$995.85M9.66%145.10%$0.4000$1.3295%42025-09-302025-10-17
TPVG
TRIPLEPOINT VENTURE GROWTH BDC CORP
$257.27M18.81%116.50%$0.3000$1.2099%42025-09-162025-09-30
BN
BROOKFIELD CORP
$107.97B0.40%77.30%$0.0900$0.267%12025-09-122025-09-29
IVZ
INVESCO LTD
$9.52B3.89%89.20%$0.2100$0.8376%12025-09-02
WTF
WATON FINANCIAL LTD
$209.83MN/A0.00%N/AN/AN/AN/A
WHF
WHITEHORSE FINANCE INC
$196.40M16.57%457.70%$0.3850$1.4099%62025-09-192025-10-03
TCPC
BLACKROCK TCP CAPITAL CORP
$608.01M12.87%-850.00%$0.2900$0.9297%42025-09-162025-09-30
STEP
STEPSTONE GROUP INC
$7.24B1.80%-42.90%$0.6400$1.1242%02025-08-292025-09-15
GAIN
GLADSTONE INVESTMENT CORPORATION
$552.65M14.11%101.40%$0.0800$2.0498%192025-08-202025-08-29
SLRC
SLR INVESTMENT CORP
$891.42M10.04%100.60%$0.4100$1.6495%12025-09-122025-09-26
AMOD
ALPHA MODUS HOLDINGS INC
$47.83MN/A0.00%N/AN/AN/AN/A
APO
APOLLO GLOBAL MANAGEMENT INC
$80.47B1.02%34.90%$0.5100$1.4324%92025-08-182025-08-29
OXSQ
OXFORD SQUARE CAPITAL CORP
$185.72M13.24%-2,100.00%$0.0350$0.3298%42025-08-152025-08-29
BXSL
BLACKSTONE SECURED LENDING FUND
$6.90B7.71%108.80%$0.7700$2.3192%22025-09-302025-10-24
ARCC
ARES CAPITAL CORP
$15.98B8.47%94.10%$0.4800$1.9293%02025-09-152025-09-30
SCM
STELLUS CAPITAL INVESTMENT CORP
$417.43M10.81%101.10%$0.1330$1.5996%12025-08-292025-08-15
NTRS
NORTHERN TRUST CORP
$24.57B2.33%35.10%$0.7500$3.0053%02025-09-052025-10-01
FSK
FS KKR CAPITAL CORP
$4.94B15.87%359.00%$0.7000$2.8099%92025-09-172025-10-02
PFLT
PENNANTPARK FLOATING RATE CAPITAL LTD
$1.04B11.72%147.60%$0.1030$1.2297%32025-08-152025-09-02
INV
INNVENTURE INC
$251.39MN/A0.00%N/AN/AN/AN/A
EQS
EQUUS TOTAL RETURN INC
$25.68MN/A0.00%N/AN/AN/AN/A
AC
ASSOCIATED CAPITAL GROUP INC
$777.87M5.71%122.20%$0.1000$2.1087%1
GROW
U S GLOBAL INVESTORS INC
$33.26M2.96%N/A$0.0075$0.0863%22025-09-152025-08-25
MAAS
MAASE INC
$16.19MN/A0.00%N/AN/AN/AN/A
TGE
GENERATION ESSENTIALS GROUP
$58.91MN/AN/AN/AN/AN/AN/A
PFX
PHENIXFIN CORP
$98.94MN/A46.70%$1.3100N/AN/A6
STEC
SANTECH HOLDINGS LTD
$16.32MN/AN/AN/AN/AN/AN/A
AMTD
AMTD IDEA GROUP
$76.92MN/A0.00%N/AN/AN/AN/A
RMCO
ROYALTY MANAGEMENT HOLDING CORP
$23.12M0.16%-30.00%$0.0025$0.001%02025-09-302025-10-10
PWM
PRESTIGE WEALTH INC
$5.43MN/A0.00%N/AN/AN/AN/A
MRCC
MONROE CAPITAL CORP
$151.45M14.31%1,111.10%$0.2500$1.0098%1
GEG
GREAT ELM GROUP INC
$60.35MN/A0.00%N/AN/AN/AN/A
ICMB
INVESTCORP CREDIT MANAGEMENT BDC INC
$38.82M13.38%88.90%$0.1200$0.3698%62025-09-182025-10-09
HNNA
HENNESSY ADVISORS INC
$83.33M5.16%43.80%$0.1375$0.5584%02025-08-202025-09-04
CWD
CALIBERCOS INC
$4.44MN/A0.00%N/AN/AN/AN/A
MGLD
MARYGOLD COMPANIES INC
$31.66MN/A0.00%N/AN/AN/AN/A
BCG
BINAH CAPITAL GROUP INC
$34.98MN/A0.00%N/AN/AN/AN/A
BRDG
BRIDGE INVESTMENT GROUP HOLDINGS INC
$1.23B2.11%-88.50%$0.1100$0.2149%32025-08-152025-08-29

Asset Management Stocks FAQ

What are the best asset management stocks to buy right now in Aug 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 16, which is -16 points lower than the asset management industry average of 32. Although this number is below the industry average, our proven quant model rates SSSS as a "A".

SSSS passed 5 out of 38 due diligence checks and has weak fundamentals. Suro Capital has seen its stock return 118.63% over the past year, overperforming other asset management stocks by 99 percentage points.

Suro Capital has an average 1 year price target of $9.50, an upside of 12.16% from Suro Capital's current stock price of $8.47.

Suro Capital stock has a consensus Strong Buy recommendation according to Wall Street analysts. Of the 4 analysts covering Suro Capital, 25% have issued a Strong Buy rating, 75% have issued a Buy, 0% have issued a hold, while 0% have issued a Sell rating, and 0% have issued a Strong Sell.

2. Acadian Asset Management (NYSE:AAMI)


Acadian Asset Management (NYSE:AAMI) is the #2 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 Acadian Asset Management (NYSE:AAMI) is: Value: C, Growth: C, Momentum: A, Sentiment: A, Safety: C, Financials: A, and AI: A.

Acadian Asset Management (NYSE:AAMI) has a Due Diligence Score of 47, which is 15 points higher than the asset management industry average of 32.

AAMI passed 19 out of 38 due diligence checks and has strong fundamentals. Acadian Asset Management has seen its stock return 101.89% over the past year, overperforming other asset management stocks by 82 percentage points.

Acadian Asset Management has an average 1 year price target of $35.33, a downside of -25.05% from Acadian Asset Management's current stock price of $47.14.

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.

3. Diamond Hill Investment Group (NASDAQ:DHIL)


Diamond Hill Investment Group (NASDAQ:DHIL) 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 Diamond Hill Investment Group (NASDAQ:DHIL) is: Value: B, Growth: C, Momentum: C, Sentiment: C, Safety: B, Financials: A, and AI: A.

Diamond Hill Investment Group (NASDAQ:DHIL) has a Due Diligence Score of 42, which is 10 points higher than the asset management industry average of 32.

DHIL passed 15 out of 38 due diligence checks and has strong fundamentals. Diamond Hill Investment Group has seen its stock lose -6.51% over the past year, underperforming other asset management stocks by -26 percentage points.

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. Noah Holdings (NYSE:NOAH)


Noah Holdings (NYSE:NOAH) has an annual dividend yield of N/A, which is N/A percentage points lower than the asset management industry average of 6.42%. Noah Holdings's dividend payout is stable, having never dropped by more than 10% in the last 10 years. Noah Holdings's dividend has shown consistent growth over the last 10 years.

2. Prospect Capital (NASDAQ:PSEC)


Prospect Capital (NASDAQ:PSEC) has an annual dividend yield of 20.53%, which is 14 percentage points higher than the asset management industry average of 6.42%. 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 -73.3% indicates that its high dividend yield might not be sustainable for the long-term.

3. Portman Ridge Finance (NASDAQ:PTMN)


Portman Ridge Finance (NASDAQ:PTMN) has an annual dividend yield of 19.12%, which is 13 percentage points higher than the asset management industry average of 6.42%. Portman Ridge Finance's dividend payout is not stable, having dropped more than 10% six times in the last 10 years. Portman Ridge Finance's dividend has shown consistent growth over the last 10 years.

Portman Ridge Finance's dividend payout ratio of -231% 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 -0.14% in the last day, and up 3.34% over the last week.

We couldn't find a catalyst for why asset management stocks are down.

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 34 points higher than the asset management industry average of 37. It passed 5 out of 7 valuation due diligence checks.

Virtus Investment Partners's stock has dropped -5.78% in the past year. It has underperformed other stocks in the asset management industry by -26 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 B. Valuation is one of 7 Component Grades used to calculate the overall Zen Rating.

Great Elm Capital has a valuation score of 43, which is 6 points higher than the asset management industry average of 37. It passed 3 out of 7 valuation due diligence checks.

Great Elm Capital's stock has gained 13.98% in the past year. It has underperformed other stocks in the asset management industry by -6 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 71, which is 34 points higher than the asset management industry average of 37. It passed 5 out of 7 valuation due diligence checks.

Diamond Hill Investment Group's stock has dropped -6.51% in the past year. It has underperformed other stocks in the asset management industry by -26 percentage points.

Are asset management stocks a good buy now?

36.62% of asset management stocks rated by analysts are a hold right now. On average, analysts expect asset management stocks to rise by 0.38% over the next year.

2.44% of asset management stocks have a Zen Rating of A (Strong Buy), 8.54% of asset management stocks are rated B (Buy), 84.15% are rated C (Hold), 3.66% are rated D (Sell), and 1.22% 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 49.22x.
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.