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 +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 108th 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
AMG
AFFILIATED MANAGERS GROUP INC
$7.44B0.01%0.20%$0.0100$0.040%1
SII
SPROTT INC
$3.81B0.27%49.80%$0.4000$0.404%1
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC
$2.92B10.67%95.60%$1.5800$3.8794%10
GCMG
GCM GROSVENOR INC
$2.09B4.45%51.70%$0.1200$0.4677%0
BEN
FRANKLIN RESOURCES INC
$12.82B5.24%119.40%$0.3300$1.2983%12026-03-312026-04-10
VCTR
VICTORY CAPITAL HOLDINGS INC
$4.40B2.85%35.60%$0.4900$1.9658%02026-03-25
AAMI
ACADIAN ASSET MANAGEMENT INC
$1.83B0.25%1.80%$0.1000$0.134%12026-03-27
WT
WISDOMTREE INC
$2.13B0.80%15.60%$0.0300$0.1217%1
FHI
FEDERATED HERMES INC
$4.32B2.39%26.50%$0.3400$1.3650%3
NOAH
NOAH HOLDINGS LTD
$812.44MN/AN/A$1.0749N/AN/A0
PAX
PATRIA INVESTMENTS LTD
$1.81B5.28%88.30%$0.1500$0.6083%3
CSWC
CAPITAL SOUTHWEST CORP
$1.32B11.68%147.30%$0.2534$2.5695%82026-04-152026-03-31
RPC
RIDGEPOST CAPITAL INC
$847.57M1.96%85.60%$0.0380$0.1542%02026-03-20
VINP
VINCI COMPASS INVESTMENTS LTD
$739.93M4.31%90.40%$0.1500$0.4576%32026-03-192026-04-02
HLNE
HAMILTON LANE INC
$5.61B1.61%37.30%$0.5400$1.6235%02026-03-202026-04-06
CCAP
CRESCENT CAPITAL BDC INC
$487.01M13.50%196.80%$0.4200$1.7896%122026-03-312026-04-15
SEIC
SEI INVESTMENTS CO
$9.63B1.28%17.50%$0.5200$1.0129%0
AMP
AMERIPRISE FINANCIAL INC
$39.93B1.46%17.40%$1.6000$6.4032%0
HTGC
HERCULES CAPITAL INC
$2.67B12.96%98.90%$0.4700$1.8896%1
CG
CARLYLE GROUP INC
$17.29B2.92%62.20%$0.3500$1.4059%9
IVZ
INVESCO LTD
$10.53B3.54%-52.50%$0.2100$0.8468%1
WHF
WHITEHORSE FINANCE INC
$162.53M23.26%232.30%$0.2600$1.7099%72026-04-06
OWL
BLUE OWL CAPITAL INC
$14.22B9.84%562.50%$0.2250$0.9093%0
TPG
TPG INC
$15.66B5.06%222.50%$0.6100$2.0682%5
TROW
PRICE T ROWE GROUP INC
$19.28B5.78%54.90%$1.3000$5.1185%12026-03-30
AB
ALLIANCEBERNSTEIN HOLDING LP
$3.51B8.88%116.80%$0.9600$3.3892%9
FDUS
FIDUS INVESTMENT CORP
$695.32M11.74%92.70%$0.5000$2.1595%42026-03-202026-03-30
ALTI
ALTI GLOBAL INC
$557.28MN/A0.00%N/AN/AN/AN/A
VRTS
VIRTUS INVESTMENT PARTNERS INC
$881.33M5.36%45.90%$2.4000$7.0583%02026-04-302026-05-13
NTRS
NORTHERN TRUST CORP
$25.42B2.30%35.30%$0.8000$3.1548%02026-04-01
PSEC
PROSPECT CAPITAL CORP
$1.25B20.77%-66.70%$0.0450$0.5499%22026-03-272026-03-19
BCIC
BCP INVESTMENT CORP
$99.59M28.48%189.40%$0.3200$2.29100%62026-04-152026-03-27
STEP
STEPSTONE GROUP INC
$5.55B3.18%-20.90%$0.2800$1.4863%1
CION
CION INVESTMENT CORP
$339.34M25.89%-420.50%$0.1000$1.7499%32026-04-102026-03-27
BAM
BROOKFIELD ASSET MANAGEMENT LTD
$72.90B4.08%117.90%$0.5020$1.8274%12026-03-31
KKR
KKR & CO INC
$79.32B0.83%22.10%$0.1850$0.7418%1
BX
BLACKSTONE INC
$83.12B3.40%122.50%$1.4900$3.8166%9
APO
APOLLO GLOBAL MANAGEMENT INC
$62.97B1.41%27.40%$0.5100$1.5331%6
OFS
OFS CAPITAL CORP
$42.20M37.78%-48.20%$0.1700$1.19100%22026-03-202026-03-31
HRZN
HORIZON TECHNOLOGY FINANCE CORP
$205.08M29.60%-2,200.00%$0.0600$1.27100%72026-04-162026-04-15
CRBG
COREBRIDGE FINANCIAL INC
$11.65B4.01%-141.20%$0.2500$0.9774%02026-03-31
NCDL
NUVEEN CHURCHILL DIRECT LENDING CORP
$652.40M13.63%96.80%$0.4500$1.8096%02026-03-312026-04-28
BENF
BENEFICIENT
$50.32MN/A0.00%N/AN/AN/AN/A
PFG
PRINCIPAL FINANCIAL GROUP INC
$19.02B3.57%57.90%$0.8000$3.1369%12026-03-27
CNS
COHEN & STEERS INC
$3.30B3.94%82.90%$0.6700$2.5373%62026-03-19
BLK
BLACKROCK INC
$151.03B2.20%58.20%$5.7300$21.3646%12026-03-24
STT
STATE STREET CORP
$33.88B2.63%33.50%$0.8400$3.2054%02026-04-012026-04-13
OXSQ
OXFORD SQUARE CAPITAL CORP
$150.52M24.42%-168.00%$0.0350$0.4299%42026-04-162026-03-31
MAIN
MAIN STREET CAPITAL CORP
$5.02B7.64%77.00%$0.2600$4.2690%242026-03-202026-03-27
SLRC
SLR INVESTMENT CORP
$780.13M11.47%96.50%$0.4100$1.6495%12026-03-27
PSBD
PALMER SQUARE CAPITAL BDC INC
$330.40M15.68%-1,660.00%$0.4300$1.6697%02026-03-272026-04-09
BN
BROOKFIELD CORP
$98.03B0.63%63.60%$0.0700$0.2513%12026-03-31
PNNT
PENNANTPARK INVESTMENT CORP
$312.12M20.08%252.60%$0.0800$0.9699%32026-04-01
BK
BANK OF NEW YORK MELLON CORP
$79.76B1.77%27.60%$0.5300$2.0638%0
SAR
SARATOGA INVESTMENT CORP
$357.02M11.33%113.20%$0.2500$2.5094%42026-03-19
TPVG
TRIPLEPOINT VENTURE GROWTH BDC CORP
$214.20M19.09%88.50%$0.2300$1.0198%52026-03-31
CGBD
CARLYLE SECURED LENDING INC
$786.63M14.82%161.80%$0.4000$1.6597%42026-03-312026-04-16
NMFC
NEW MOUNTAIN FINANCE CORP
$795.36M16.22%800.00%$0.3200$1.2898%22026-03-31
GLAD
GLADSTONE CAPITAL CORP
$407.35M11.12%127.00%$0.1500$2.0194%32026-03-232026-03-31
SAMG
SILVERCREST ASSET MANAGEMENT GROUP INC
$158.51M6.18%148.20%$0.2100$0.8387%02026-03-20
GECC
GREAT ELM CAPITAL CORP
$66.35M29.75%-57.60%$0.3000$1.41100%72026-03-31
GSBD
GOLDMAN SACHS BDC INC
$1.05B20.56%182.50%$0.0300$1.9199%72026-03-312026-03-20
BCSF
BAIN CAPITAL SPECIALTY FINANCE INC
$798.53M15.60%100.00%$0.4200$1.9297%32026-03-30
GAIN
GLADSTONE INVESTMENT CORPORATION
$571.45M10.45%48.20%$0.0800$1.5094%192026-03-232026-03-31
TRIN
TRINITY CAPITAL INC
$1.21B17.48%121.40%$0.1700$2.5598%22026-03-31
PFLT
PENNANTPARK FLOATING RATE CAPITAL LTD
$814.58M15.05%361.80%$0.1025$1.2497%42026-04-01
MFIC
MIDCAP FINANCIAL INVESTMENT CORP
$991.28M13.49%223.50%$0.3100$1.4596%52026-03-26
GBDC
GOLUB CAPITAL BDC INC
$3.28B12.03%123.80%$0.3300$1.5095%122026-03-30
TSLX
SIXTH STREET SPECIALTY LENDING INC
$1.73B10.58%113.30%$0.4600$1.9394%342026-03-20
SCM
STELLUS CAPITAL INVESTMENT CORP
$264.58M17.03%163.80%$0.1130$1.5698%22026-03-312026-04-15
BXSL
BLACKSTONE SECURED LENDING FUND
$5.68B12.59%125.20%$0.7700$3.0895%22026-03-312026-04-24
FSK
FS KKR CAPITAL CORP
$2.87B27.29%7,000.00%$0.7000$2.8099%82026-03-182026-04-02
ARCC
ARES CAPITAL CORP
$13.24B10.41%103.20%$0.4800$1.9294%02026-03-31
ARES
ARES MANAGEMENT CORP
$23.34B4.46%262.00%$1.3500$4.7177%42026-03-31
BUR
BURFORD CAPITAL LTD
$1.81BN/A43.30%$0.0600N/AN/A0
BBUC
BROOKFIELD BUSINESS CORP
$2.26B0.20%N/A$0.0630$0.063%0
SSSS
SURO CAPITAL CORP
$257.94M4.92%24.90%$0.2500$0.5081%5
TCPC
BLACKROCK TCP CAPITAL CORP
$297.69M28.33%-106.70%$0.1700$1.0099%62026-03-31
INV
INNVENTURE INC
$241.77MN/A0.00%N/AN/AN/AN/A
MLCI
MOUNT LOGAN CAPITAL INC
$71.48M0.54%N/A$0.0300$0.0311%0
ICMB
INVESTCORP CREDIT MANAGEMENT BDC INC
$28.70M26.13%-5,000.00%$0.1400$0.5299%5
MGLD
MARYGOLD COMPANIES INC
$42.38MN/A0.00%N/AN/AN/AN/A
HNNA
HENNESSY ADVISORS INC
$76.87M5.78%48.00%$0.1500$0.5685%0
PFX
PHENIXFIN CORP
$84.93MN/A-93.50%$1.3100N/AN/A6
RMCO
ROYALTY MANAGEMENT HOLDING CORP
$58.90M0.19%-50.00%$0.0025$0.012%02026-03-312026-04-10
AURE
AURELION INC
$14.02MN/A0.00%N/AN/AN/AN/A
EQS
EQUUS TOTAL RETURN INC
$24.58MN/A0.00%N/AN/AN/AN/A
SWKH
SWK HOLDINGS CORP
$206.24M0.00%215.10%N/A$0.00N/AN/A
TGE
GENERATION ESSENTIALS GROUP
$70.64MN/A0.00%N/AN/AN/AN/A
RAND
RAND CAPITAL CORP
$32.16M15.88%-63.00%$0.2900$1.7298%42026-03-25
MRCC
MONROE CAPITAL CORP
$104.22M16.01%-387.50%$0.0900$0.7798%32026-03-31
BCG
BINAH CAPITAL GROUP INC
$33.37MN/A0.00%N/AN/AN/AN/A
JHG
JANUS HENDERSON GROUP PLC
$7.92B2.33%22.90%$0.4000$1.2049%0
MAAS
MAASE INC
$87.39MN/A0.00%N/AN/AN/AN/A
WHG
WESTWOOD HOLDINGS GROUP INC
$145.97M3.90%71.40%$0.1500$0.6072%22026-04-01
GROW
U S GLOBAL INVESTORS INC
$40.67M2.78%N/A$0.0075$0.0957%12026-04-132026-03-30
WTF
WATON FINANCIAL LTD
$154.36MN/A0.00%N/AN/AN/AN/A
GEG
GREAT ELM GROUP INC
$65.16MN/A0.00%N/AN/AN/AN/A
AMTD
AMTD IDEA GROUP
$84.83MN/A0.00%N/AN/AN/AN/A
CWD
CALIBERCOS INC
$8.08MN/A0.00%N/AN/AN/AN/A

Asset Management Stocks FAQ

What are the best asset management stocks to buy right now in Mar 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. Affiliated Managers Group (NYSE:AMG)


Affiliated Managers Group (NYSE:AMG) 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 Affiliated Managers Group (NYSE:AMG) is: Value: B, Growth: C, Momentum: C, Sentiment: B, Safety: C, Financials: B, and AI: C.

Affiliated Managers Group (NYSE:AMG) has a Due Diligence Score of 50, which is 19 points higher than the asset management industry average of 31.

AMG passed 20 out of 38 due diligence checks and has strong fundamentals. Affiliated Managers Group has seen its stock return 68.86% over the past year, overperforming other asset management stocks by 70 percentage points.

Affiliated Managers Group has an average 1 year price target of $366.50, an upside of 31.43% from Affiliated Managers Group's current stock price of $278.86.

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

2. Sprott (NYSE:SII)


Sprott (NYSE:SII) 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 Sprott (NYSE:SII) is: Value: D, Growth: B, Momentum: B, Sentiment: B, Safety: D, Financials: B, and AI: B.

Sprott (NYSE:SII) has a Due Diligence Score of 27, which is -4 points lower than the asset management industry average of 31. Although this number is below the industry average, our proven quant model rates SII as a "B".

SII passed 11 out of 38 due diligence checks and has average fundamentals. Sprott has seen its stock return 253.7% over the past year, overperforming other asset management stocks by 255 percentage points.

Sprott has an average 1 year price target of $132.00, a downside of -10.61% from Sprott's current stock price of $147.67.

Sprott stock has a consensus Hold recommendation according to Wall Street analysts. Of the 1 analyst covering Sprott, 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. Artisan Partners Asset Management (NYSE:APAM)


Artisan Partners Asset Management (NYSE:APAM) 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 Artisan Partners Asset Management (NYSE:APAM) is: Value: C, Growth: C, Momentum: C, Sentiment: C, Safety: C, Financials: B, and AI: B.

Artisan Partners Asset Management (NYSE:APAM) has a Due Diligence Score of 46, which is 15 points higher than the asset management industry average of 31.

APAM passed 17 out of 38 due diligence checks and has strong fundamentals. Artisan Partners Asset Management has seen its stock lose -10.29% over the past year, underperforming other asset management stocks by -9 percentage points.

Artisan Partners Asset Management has an average 1 year price target of $47.00, an upside of 29.55% from Artisan Partners Asset Management's current stock price of $36.28.

Artisan Partners Asset Management stock has a consensus Buy recommendation according to Wall Street analysts. Of the 2 analysts covering Artisan Partners Asset Management, 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 83 asset management stocks that have issued dividends in the past year, the 3 asset management stocks with the highest dividend yields are:

1. Ofs Capital (NASDAQ:OFS)


Ofs Capital (NASDAQ:OFS) has an annual dividend yield of 37.78%, which is 28 percentage points higher than the asset management industry average of 9.81%. Ofs Capital's dividend payout is not stable, having dropped more than 10% two times in the last 10 years. Ofs Capital's dividend has not shown consistent growth over the last 10 years.

Ofs Capital's dividend payout ratio of -48.2% indicates that its high dividend yield might not be sustainable for the long-term.

2. Great Elm Capital (NASDAQ:GECC)


Great Elm Capital (NASDAQ:GECC) has an annual dividend yield of 29.75%, which is 20 percentage points higher than the asset management industry average of 9.81%. Great Elm Capital's dividend payout is not stable, having dropped more than 10% seven 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 -57.6% 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 29.6%, which is 20 percentage points higher than the asset management industry average of 9.81%. 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 -2,200% 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 1.71% in the last day, and down -1.18% over the last week. Apollo Global Management was the among the top gainers in the asset management industry, gaining 5.26% yesterday.

Shares of private credit-related companies are trading higher after reports suggesting that a private secondaries market have taken shape, allowing firms to trade investments without demanding withdrawals.

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 -25.37% 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 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 6 points higher than the asset management industry average of 37. It passed 3 out of 7 valuation due diligence checks.

Triplepoint Venture Growth Bdc's stock has dropped -25.07% in the past year. It has underperformed other stocks in the asset management industry by -24 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 14, which is -23 points higher than the asset management industry average of 37. It passed 1 out of 7 valuation due diligence checks. Although this number is below the industry average, our proven quant model rates NOAH a Valuation Rating of "B".

Noah Holdings's stock has gained 4.01% in the past year. It has overperformed other stocks in the asset management industry by 5 percentage points.

Are asset management stocks a good buy now?

31.94% of asset management stocks rated by analysts are a buy right now. On average, analysts expect asset management stocks to rise by 28.97% over the next year.

1.25% of asset management stocks have a Zen Rating of A (Strong Buy), 7.5% of asset management stocks are rated B (Buy), 72.5% are rated C (Hold), 16.25% are rated D (Sell), and 2.5% 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 31.93x.
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.