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 86th 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
FHI
FEDERATED HERMES INC
$3.36B2.99%63.30%$0.3400$1.2761%3
AAMI
ACADIAN ASSET MANAGEMENT INC
$1.13B0.13%1.70%$0.0100$0.041%12025-06-27
BUR
BURFORD CAPITAL LTD
$2.41B0.54%12.60%$0.0600$0.069%0
AMG
AFFILIATED MANAGERS GROUP INC
$5.24B0.02%0.30%$0.0100$0.040%1
PAX
PATRIA INVESTMENTS LTD
$2.13B3.24%166.30%$0.1500$0.4565%3
GECC
GREAT ELM CAPITAL CORP
$121.22M14.19%358.50%$0.3700$1.4998%62025-06-30
SWKH
SWK HOLDINGS CORP
$174.35M0.00%270.30%N/A$0.00N/AN/A
DHIL
DIAMOND HILL INVESTMENT GROUP INC
$374.51M4.37%40.50%$1.5000$6.0078%2
WT
WISDOMTREE INC
$1.52B0.87%25.70%$0.0300$0.0918%2
VINP
VINCI PARTNERS INVESTMENTS LTD
$618.69M3.11%170.00%$0.1500$0.3063%3
VCTR
VICTORY CAPITAL HOLDINGS INC
$4.18B2.91%37.00%$0.4900$1.8160%02025-06-25
VRTS
VIRTUS INVESTMENT PARTNERS INC
$1.21B3.66%50.50%$2.2500$6.4071%02025-07-312025-08-15
GCMG
GCM GROSVENOR INC
$2.22B1.92%115.80%$0.1100$0.2241%0
PX
P10 INC
$999.03M1.32%100.00%$0.0380$0.1228%0
TCPC
BLACKROCK TCP CAPITAL CORP
$643.74M12.15%-247.40%$0.2900$0.9297%42025-06-30
SEIC
SEI INVESTMENTS CO
$10.36B0.59%20.30%$0.4900$0.4910%0
WHG
WESTWOOD HOLDINGS GROUP INC
$149.98M2.81%1,200.00%$0.1500$0.4558%22025-07-01
ARES
ARES MANAGEMENT CORP
$54.13B1.80%228.70%$1.1200$2.9839%52025-06-30
GAIN
GLADSTONE INVESTMENT CORPORATION
$518.30M13.93%93.30%$0.5400$1.9698%182025-06-30
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC
$3.01B5.17%95.90%$0.6800$2.2183%11
JHG
JANUS HENDERSON GROUP PLC
$5.79B3.21%61.90%$0.4000$1.1865%0
NOAH
NOAH HOLDINGS LTD
$798.34M9.03%N/A$1.0749$1.0794%0
CNS
COHEN & STEERS INC
$3.82B3.23%77.30%$0.6200$2.4265%7
OXSQ
OXFORD SQUARE CAPITAL CORP
$157.74M14.25%4,200.00%$0.0350$0.3299%42025-07-172025-06-30
FDUS
FIDUS INVESTMENT CORP
$697.79M8.28%99.10%$0.5400$1.6593%42025-06-25
GBDC
GOLUB CAPITAL BDC INC
$3.89B11.98%128.90%$0.3900$1.7597%102025-06-27
IVZ
INVESCO LTD
$6.63B5.60%66.00%$0.2100$0.8386%1
AB
ALLIANCEBERNSTEIN HOLDING LP
$4.46B8.27%87.60%$0.8000$3.3393%11
BBUC
BROOKFIELD BUSINESS CORP
$2.15B0.21%N/A$0.0625$0.062%02025-06-30
TPVG
TRIPLEPOINT VENTURE GROWTH BDC CORP
$269.56M13.43%141.30%$0.3000$0.9098%42025-06-30
TRIN
TRINITY CAPITAL INC
$922.57M10.72%88.70%$0.5100$1.5396%1
SII
SPROTT INC
$1.69B0.92%56.40%$0.3000$0.6019%1
ALTI
ALTI GLOBAL INC
$592.98MN/A0.00%N/AN/AN/AN/A
OFS
OFS CAPITAL CORP
$114.96M7.93%60.40%$0.3400$0.6892%12025-06-30
FSK
FS KKR CAPITAL CORP
$5.77B10.19%150.00%$0.7000$2.1095%82025-07-02
HRZN
HORIZON TECHNOLOGY FINANCE CORP
$297.01M16.44%-140.40%$0.1100$1.2199%62025-07-162025-07-15
BAM
BROOKFIELD ASSET MANAGEMENT LTD
$87.64B2.61%N/A$0.4380$1.4255%12025-06-30
SAMG
SILVERCREST ASSET MANAGEMENT GROUP INC
$199.27M5.38%83.20%$0.2000$0.8084%0
TPG
TPG INC
$18.68B2.61%17,400.00%$0.4100$1.3255%4
CGBD
CARLYLE SECURED LENDING INC
$1.01B10.01%134.30%$0.4500$1.3995%32025-06-302025-07-17
PTMN
PORTMAN RIDGE FINANCE CORP
$116.51M18.88%-231.00%$0.4700$2.3999%6
TROW
PRICE T ROWE GROUP INC
$20.54B5.39%56.50%$1.2700$5.0284%12025-06-27
TSLX
SIXTH STREET SPECIALTY LENDING INC
$2.18B6.74%110.10%$0.4600$1.5689%292025-06-30
GSBD
GOLDMAN SACHS BDC INC
$1.35B16.31%406.70%$0.0500$1.8899%42025-06-302025-07-28
STEP
STEPSTONE GROUP INC
$6.17B2.11%-42.90%$0.6400$1.1245%02025-06-30
BK
BANK OF NEW YORK MELLON CORP
$65.55B2.05%30.40%$0.4700$1.8844%0
NMFC
NEW MOUNTAIN FINANCE CORP
$1.12B12.61%131.70%$0.3200$1.3198%2
BLK
BLACKROCK INC
$150.97B2.12%49.30%$5.2100$20.6245%12025-06-23
CG
CARLYLE GROUP INC
$16.92B2.24%46.20%$0.3500$1.0548%12
PNNT
PENNANTPARK INVESTMENT CORP
$442.05M14.18%130.10%$0.0800$0.9698%32025-07-01
SAR
SARATOGA INVESTMENT CORP
$376.29M13.56%176.20%$0.2500$3.3298%42025-07-082025-06-24
BX
BLACKSTONE INC
$100.47B0.62%94.30%$0.8600$0.8611%11
HTGC
HERCULES CAPITAL INC
$3.16B10.55%143.60%$0.4700$1.9096%1
PSEC
PROSPECT CAPITAL CORP
$1.44B19.28%-73.30%$0.0450$0.62100%22025-06-262025-07-22
WHF
WHITEHORSE FINANCE INC
$201.98M16.11%457.70%$0.3850$1.4099%62025-07-03
BEN
FRANKLIN RESOURCES INC
$11.98B4.12%185.30%$0.3200$0.9476%12025-06-272025-07-11
OWL
BLUE OWL CAPITAL INC
$28.96B3.13%480.00%$0.2250$0.5963%0
AMP
AMERIPRISE FINANCIAL INC
$48.60B0.89%19.80%$1.6000$4.5618%0
CSWC
CAPITAL SOUTHWEST CORP
$1.14B12.01%172.80%$0.6400$2.5597%52025-07-152025-06-30
MFIC
MIDCAP FINANCIAL INVESTMENT CORP
$1.15B13.97%141.00%$0.3800$1.7298%42025-06-26
MRCC
MONROE CAPITAL CORP
$136.71M15.85%303.00%$0.2500$1.0099%12025-06-30
BXSL
BLACKSTONE SECURED LENDING FUND
$7.12B4.93%97.50%$0.7700$1.5482%22025-06-302025-07-25
GLAD
GLADSTONE CAPITAL CORP
$592.41M7.11%60.40%$0.1650$1.8990%22025-06-30
STT
STATE STREET CORP
$28.41B2.22%32.90%$0.7600$2.2147%02025-07-012025-07-11
SLRC
SLR INVESTMENT CORP
$882.69M10.14%101.20%$0.4100$1.6495%12025-06-27
BCSF
BAIN CAPITAL SPECIALTY FINANCE INC
$967.84M6.23%79.30%$0.0300$0.9388%22025-09-162025-06-30
SSSS
SURO CAPITAL CORP
$172.87MN/A0.00%$0.1100N/AN/A5
WTF
WATON FINANCIAL LTD
N/AN/AN/AN/AN/AN/AN/A
BN
BROOKFIELD CORP
$96.96B0.29%113.80%$0.0900$0.173%12025-06-30
AC
ASSOCIATED CAPITAL GROUP INC
$789.28M5.62%122.20%$0.1000$2.1086%12025-06-26
SCM
STELLUS CAPITAL INVESTMENT CORP
$390.72M11.56%110.90%$0.1330$1.5997%12025-06-302025-07-15
CRBG
COREBRIDGE FINANCIAL INC
$17.96B1.44%91.20%$0.2400$0.4731%02025-06-30
PFG
PRINCIPAL FINANCIAL GROUP INC
$17.18B3.86%62.00%$0.7600$2.9673%12025-06-27
MAIN
MAIN STREET CAPITAL CORP
$5.17B6.66%66.30%$0.2500$3.8789%23
CCAP
CRESCENT CAPITAL BDC INC
$534.06M10.55%149.30%$0.0500$1.5296%11
NTRS
NORTHERN TRUST CORP
$21.76B2.68%27.90%$0.7500$3.0056%02025-07-01
HLNE
HAMILTON LANE INC
$7.32B1.08%36.00%$0.4900$1.4722%02025-07-07
PFLT
PENNANTPARK FLOATING RATE CAPITAL LTD
$1.02B10.93%137.40%$0.1030$1.1296%42025-07-01
ARCC
ARES CAPITAL CORP
$14.82B8.93%94.10%$0.4800$1.9294%02025-06-30
CION
CION INVESTMENT CORP
$487.36M12.22%-531.00%$0.3600$1.1397%2
APO
APOLLO GLOBAL MANAGEMENT INC
$76.88B1.06%31.90%$0.5100$1.4322%9
KKR
KKR & CO INC
$109.19B0.30%29.00%$0.1850$0.374%3
INV
INNVENTURE INC
$284.02MN/A0.00%N/AN/AN/AN/A
MGLD
MARYGOLD COMPANIES INC
$44.12MN/A0.00%N/AN/AN/AN/A
PFX
PHENIXFIN CORP
$98.97MN/A53.80%$1.3100N/AN/A6
GROW
U S GLOBAL INVESTORS INC
$31.55M3.13%N/A$0.0075$0.0863%22025-06-30
RAND
RAND CAPITAL CORP
$46.09M5.61%159.90%$0.2900$0.8786%3
MAAS
HIGHEST PERFORMANCES HOLDINGS INC
$11.06MN/A0.00%N/AN/AN/AN/A
STEC
SANTECH HOLDINGS LTD
$22.68MN/A0.00%N/AN/AN/AN/A
TGE
GENERATION ESSENTIALS GROUP
$160.65MN/AN/AN/AN/AN/AN/A
AMTD
AMTD IDEA GROUP
$84.02MN/A0.00%N/AN/AN/AN/A
BRDG
BRIDGE INVESTMENT GROUP HOLDINGS INC
$1.17B2.21%-88.50%$0.1100$0.2147%3
GEG
GREAT ELM GROUP INC
$63.70MN/A0.00%N/AN/AN/AN/A
BENF
BENEFICIENT
$2.47MN/A0.00%N/AN/AN/AN/A
RMCO
ROYALTY MANAGEMENT HOLDING CORP
$18.97MN/A0.00%N/AN/AN/AN/A
PWM
PRESTIGE WEALTH INC
$5.31MN/A0.00%N/AN/AN/AN/A
ICMB
INVESTCORP CREDIT MANAGEMENT BDC INC
$41.80M12.41%115.90%$0.1200$0.3698%6
HNNA
HENNESSY ADVISORS INC
$89.15M4.83%44.20%$0.1375$0.5581%0
AMOD
ALPHA MODUS HOLDINGS INC
$14.38MN/A0.00%N/AN/AN/AN/A
LRFC
LOGAN RIDGE FINANCE CORP
$50.07M7.48%-50.70%$0.3600$1.4191%4

Asset Management Stocks FAQ

What are the best asset management stocks to buy right now in Jun 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. Federated Hermes (NYSE:FHI)


Federated Hermes (NYSE:FHI) is the #1 top asset management stock out of 103 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 Federated Hermes (NYSE:FHI) is: Value: C, Growth: B, Momentum: C, Sentiment: B, Safety: C, Financials: A, and AI: B.

Federated Hermes (NYSE:FHI) has a Due Diligence Score of 48, which is 15 points higher than the asset management industry average of 33.

FHI passed 18 out of 38 due diligence checks and has strong fundamentals. Federated Hermes has seen its stock return 32.84% over the past year, overperforming other asset management stocks by 32 percentage points.

Federated Hermes has an average 1 year price target of $41.60, a downside of -2.05% from Federated Hermes's current stock price of $42.47.

Federated Hermes stock has a consensus Hold recommendation according to Wall Street analysts. Of the 5 analysts covering Federated Hermes, 0% have issued a Strong Buy rating, 20% have issued a Buy, 60% have issued a hold, while 0% have issued a Sell rating, and 20% 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 103 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: A, Safety: C, Financials: B, and AI: B.

Acadian Asset Management (NYSE:AAMI) has a Due Diligence Score of 40, which is 7 points higher than the asset management industry average of 33.

AAMI passed 16 out of 38 due diligence checks and has average fundamentals. Acadian Asset Management has seen its stock return 41.36% over the past year, overperforming other asset management stocks by 40 percentage points.

Acadian Asset Management has an average 1 year price target of $27.00, a downside of -14.69% from Acadian Asset Management's current stock price of $31.65.

Acadian Asset Management stock has a consensus Hold recommendation according to Wall Street analysts. Of the 2 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. Burford Capital (NYSE:BUR)


Burford Capital (NYSE:BUR) is the #3 top asset management stock out of 103 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 Burford Capital (NYSE:BUR) is: Value: B, Growth: B, Momentum: C, Sentiment: D, Safety: D, Financials: C, and AI: B.

Burford Capital (NYSE:BUR) has a Due Diligence Score of 29, which is -4 points lower than the asset management industry average of 33. Although this number is below the industry average, our proven quant model rates BUR as a "B".

BUR passed 11 out of 38 due diligence checks and has average fundamentals. Burford Capital has seen its stock lose -16.63% over the past year, underperforming other asset management stocks by -18 percentage points.

Burford Capital has an average 1 year price target of $18.00, an upside of 63.19% from Burford Capital's current stock price of $11.03.

Burford Capital stock has a consensus Buy recommendation according to Wall Street analysts. Of the 1 analyst covering Burford Capital, 0% have issued a Strong Buy rating, 100% have issued a Buy, 0% 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. Phenixfin (NASDAQ:PFX)


Phenixfin (NASDAQ:PFX) has an annual dividend yield of N/A, which is N/A percentage points lower than the asset management industry average of 6.54%. Phenixfin's dividend payout is not stable, having dropped more than 10% six times in the last 10 years. Phenixfin's dividend has not shown consistent growth over the last 10 years.

Phenixfin's dividend payout ratio of 53.8% indicates that its dividend yield is sustainable for the long-term.

2. Prospect Capital (NASDAQ:PSEC)


Prospect Capital (NASDAQ:PSEC) has an annual dividend yield of 19.28%, which is 13 percentage points higher than the asset management industry average of 6.54%. 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 18.88%, which is 12 percentage points higher than the asset management industry average of 6.54%. 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 up?

Asset management stocks were up 0.03% in the last day, and up 0.73% over the last week. Marygold Companies was the among the top gainers in the asset management industry, gaining 15.73% yesterday.

The Marygold Companies shares are trading higher after the company announced it will sell its Canadian Subsidiary, Brigadier Security Systems, to SKCAL.

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 31 points higher than the asset management industry average of 40. It passed 5 out of 7 valuation due diligence checks.

Virtus Investment Partners's stock has dropped -20.45% in the past year. It has underperformed other stocks in the asset management industry by -21 percentage points.

2. Trinity Capital (NASDAQ:TRIN)


Trinity Capital (NASDAQ:TRIN) 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.

Trinity Capital has a valuation score of 43, which is 3 points higher than the asset management industry average of 40. It passed 3 out of 7 valuation due diligence checks.

Trinity Capital's stock has dropped -4.74% in the past year. It has underperformed other stocks in the asset management industry by -6 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 71, which is 31 points higher than the asset management industry average of 40. It passed 5 out of 7 valuation due diligence checks.

Triplepoint Venture Growth Bdc's stock has dropped -19.37% in the past year. It has underperformed other stocks in the asset management industry by -20 percentage points.

Are asset management stocks a good buy now?

37.14% of asset management stocks rated by analysts are a hold right now. On average, analysts expect asset management stocks to rise by 7.69% over the next year.

1.2% of asset management stocks have a Zen Rating of A (Strong Buy), 3.61% of asset management stocks are rated B (Buy), 79.52% are rated C (Hold), 13.25% are rated D (Sell), and 2.41% 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 129.02x.
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.