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Best Asset Management Stocks to Buy Now (2023)
Top asset management stocks in 2023 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
GROW
U S GLOBAL INVESTORS INC
$42.21M3.05%40.90%$0.0075$0.0953%22023-12-082023-12-26
VCTR
VICTORY CAPITAL HOLDINGS INC
$2.12B3.76%38.50%$0.3200$1.2162%02023-12-082023-12-22
JHG
JANUS HENDERSON GROUP PLC
$4.34B5.96%77.20%$0.3900$1.5682%0
AMK
ASSETMARK FINANCIAL HOLDINGS INC
$1.90BN/A0.00%N/AN/AN/AN/A
HLNE
HAMILTON LANE INC
$5.28B1.73%54.70%$0.4450$1.6931%02023-12-142024-01-05
GEG
GREAT ELM GROUP INC
$65.15MN/A0.00%N/AN/AN/AN/A
VRTS
VIRTUS INVESTMENT PARTNERS INC
$1.41B3.50%36.90%$1.9000$6.8559%0
SII
SPROTT INC
$818.96M0.77%64.10%$0.2500$0.2512%1
BX
BLACKSTONE INC
$79.84B2.22%138.90%$0.8000$2.5040%14
WHF
WHITEHORSE FINANCE INC
$282.40M12.51%223.50%$0.3700$1.5296%52023-12-192024-01-03
CCAP
CRESCENT CAPITAL BDC INC
$618.19M10.85%111.70%$0.0900$1.8194%62023-12-282023-12-15
SEIC
SEI INVESTMENTS CO
$7.72B1.47%25.40%$0.4300$0.8626%0
AB
ALLIANCEBERNSTEIN HOLDING LP
$3.24B9.05%118.60%$0.6500$2.6291%12
NTRS
NORTHERN TRUST CORP
$16.41B3.79%56.80%$0.7500$3.0063%02023-12-072024-01-01
STT
STATE STREET CORP
$22.47B3.54%37.20%$0.6900$2.5860%0
FHI
FEDERATED HERMES INC
$2.74B3.49%35.70%$0.2800$1.1159%2
MAIN
MAIN STREET CAPITAL CORP
$3.46B8.48%70.20%$0.2350$3.5190%202023-12-072023-12-15
CSWC
CAPITAL SOUTHWEST CORP
$899.70M10.48%126.90%$0.6200$2.3694%62023-12-142023-12-29
AMTD
AMTD IDEA GROUP
$113.51MN/A0.00%N/AN/AN/AN/A
GLAD
GLADSTONE CAPITAL CORP
$442.49M9.51%83.80%$0.0825$0.9792%12023-12-152023-12-29
WHG
WESTWOOD HOLDINGS GROUP INC
$100.60M5.45%127.70%$0.1500$0.6079%22024-01-03
GSBD
GOLDMAN SACHS BDC INC
$1.61B12.22%130.40%$0.4500$1.8096%32023-12-282024-01-26
BCSF
BAIN CAPITAL SPECIALTY FINANCE INC
$977.47M10.17%73.70%$0.4200$1.5493%12023-12-282024-01-31
HNNA
HENNESSY ADVISORS INC
$48.50M8.59%84.60%$0.1375$0.5590%0
IVZ
INVESCO LTD
$6.42B5.52%58.70%$0.2000$0.7979%12023-12-04
VINP
VINCI PARTNERS INVESTMENTS LTD
$574.26M1.98%95.60%$0.2000$0.2036%22023-12-07
WT
WISDOMTREE INC
$978.68M1.84%38.70%$0.0300$0.1233%2
GAIN
GLADSTONE INVESTMENT CORPORATION
$487.08M11.69%68.70%$0.0800$1.6895%162023-12-042023-12-15
ARCC
ARES CAPITAL CORP
$11.29B9.84%82.30%$0.4800$1.9593%22023-12-142023-12-28
CGBD
CARLYLE SECURED LENDING INC
$760.40M11.76%124.80%$0.4400$1.7695%32023-12-282024-01-18
FSK
FS KKR CAPITAL CORP
$5.53B14.83%120.00%$0.0500$2.9398%82023-12-122024-01-03
BKCC
BLACKROCK CAPITAL INVESTMENT CORP
$277.22M10.47%181.80%$0.1000$0.4094%42023-12-142024-01-08
OFS
OFS CAPITAL CORP
$143.23M12.16%288.90%$0.3400$1.3095%12023-12-212023-12-29
SWKH
SWK HOLDINGS CORP
$204.05MN/A0.00%N/AN/AN/AN/A
APO
APOLLO GLOBAL MANAGEMENT INC
$52.22B0.93%34.90%$0.4300$0.8615%12
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC
$3.01B7.07%85.40%$0.6500$2.6687%10
SCM
STELLUS CAPITAL INVESTMENT CORP
$308.33M12.36%312.00%$0.1333$1.5896%32023-12-152023-12-15
PAX
PATRIA INVESTMENTS LTD
$2.09B1.77%98.40%$0.2510$0.2532%22023-12-08
BEN
FRANKLIN RESOURCES INC
$12.27B4.84%69.80%$0.3000$1.2075%1
HTGC
HERCULES CAPITAL INC
$2.34B12.30%95.10%$0.4800$1.9096%1
AMP
AMERIPRISE FINANCIAL INC
$35.77B1.50%20.70%$1.3500$5.3027%0
BLK
BLACKROCK INC
$111.75B2.65%55.20%$5.0000$19.8847%12023-12-062023-12-22
MFIC
MIDCAP FINANCIAL INVESTMENT CORP
$878.96M11.21%69.30%$0.3800$1.5195%32023-12-112023-12-28
TCPC
BLACKROCK TCP CAPITAL CORP
$687.43M12.35%2,450.00%$0.4400$1.4796%42023-12-142023-12-29
CG
CARLYLE GROUP INC
$12.37B2.04%228.80%$0.3500$0.7037%14
GECC
GREAT ELM CAPITAL CORP
$77.54M14.71%87.70%$0.3500$1.5097%42023-12-142023-12-29
OWL
BLUE OWL CAPITAL INC
$18.99B1.04%588.90%$0.1400$0.1417%0
TRIN
TRINITY CAPITAL INC
$643.92MN/A135.20%$0.5700N/AN/A0
DHIL
DIAMOND HILL INVESTMENT GROUP INC
$462.25M3.74%69.20%$1.5000$6.0062%22023-12-08
SAMG
SILVERCREST ASSET MANAGEMENT GROUP INC
$216.36M4.69%59.30%$0.1900$0.7373%02023-12-072023-12-15
TROW
PRICE T ROWE GROUP INC
$22.38B4.85%69.00%$1.2200$4.8675%22023-12-142023-12-29
RAND
RAND CAPITAL CORP
$33.06M8.43%48.20%$0.2500$1.0890%2
STEP
STEPSTONE GROUP INC
$2.83B0.82%94.60%$0.2100$0.2113%02023-12-15
GBDC
GOLUB CAPITAL BDC INC
$2.52B9.88%92.10%$0.0700$1.4793%72023-12-072023-12-15
MRCC
MONROE CAPITAL CORP
$152.75M14.18%666.70%$0.2500$1.0097%1
SAR
SARATOGA INVESTMENT CORP
$343.74M10.61%101.50%$0.7100$2.7894%32023-12-082023-12-28
GCMG
GCM GROSVENOR INC
$1.51B1.36%137.50%$0.1100$0.1124%02023-12-15
HYW
HYWIN HOLDINGS LTD
$165.69MN/A0.00%N/AN/AN/AN/A
ARES
ARES MANAGEMENT CORP
$34.48BN/A133.90%$0.6100N/AN/A5
PFX
PHENIXFIN CORP
$79.11MN/A0.00%$0.1210N/AN/A7
AC
ASSOCIATED CAPITAL GROUP INC
$725.90M0.59%12.70%$0.1000$0.209%02023-12-14
AMG
AFFILIATED MANAGERS GROUP INC
$4.58B0.03%0.10%$0.0100$0.040%1
TSLX
SIXTH STREET SPECIALTY LENDING INC
$1.83B9.97%77.70%$0.0700$2.0993%262023-12-142023-12-20
PFG
PRINCIPAL FINANCIAL GROUP INC
$17.60B3.52%40.70%$0.6700$2.6059%12023-12-20
TPG
TPG INC
$10.82B0.63%116.80%$0.2200$0.229%32023-12-01
BSIG
BRIGHTSPHERE INVESTMENT GROUP INC
$724.32M0.23%2.30%$0.0100$0.042%12023-12-142023-12-28
SLRC
SLR INVESTMENT CORP
$825.96M9.03%113.00%$0.1367$1.3791%12023-12-132023-12-28
EQS
EQUUS TOTAL RETURN INC
$20.41MN/A0.00%N/AN/AN/AN/A
NMFC
NEW MOUNTAIN FINANCE CORP
$1.30B10.53%110.70%$0.3600$1.3594%22023-12-142023-12-29
NOAH
NOAH HOLDINGS LTD
$890.63M3.12%N/A$0.4000$0.4054%0
BXSL
BLACKSTONE SECURED LENDING FUND
$4.93BN/A78.50%$0.5300N/AN/A2
BK
BANK OF NEW YORK MELLON CORP
$37.16B3.27%N/A$0.4200$1.5856%0
CNS
COHEN & STEERS INC
$2.87B3.90%84.30%$0.5700$2.2864%8
KKR
KKR & CO INC
$67.12B0.22%19.70%$0.1650$0.172%62023-12-01
PTMN
PORTMAN RIDGE FINANCE CORP
$158.71M16.37%-328.90%$0.6900$2.7599%5
FDUS
FIDUS INVESTMENT CORP
$555.13M10.66%124.50%$0.7200$2.0894%52023-12-192023-12-27
PFLT
PENNANTPARK FLOATING RATE CAPITAL LTD
$654.30M10.77%-975.00%$0.1025$1.2094%42023-12-01
MGLD
MARYGOLD COMPANIES INC
$40.56MN/AN/AN/AN/AN/AN/A
OXSQ
OXFORD SQUARE CAPITAL CORP
$169.16M18.56%2,700.00%$0.0350$0.5499%42023-12-142023-12-29
PWM
PRESTIGE WEALTH INC
N/AN/A0.00%N/AN/AN/AN/A
HRZN
HORIZON TECHNOLOGY FINANCE CORP
$411.30M11.10%-6,800.00%$0.1600$1.3794%42023-12-182023-12-15
TPVG
TRIPLEPOINT VENTURE GROWTH BDC CORP
$382.15M15.77%-253.00%$0.4000$1.6798%42023-12-142023-12-29
SSSS
SURO CAPITAL CORP
$98.82MN/A0.00%$0.1100N/AN/A5
SFE
SAFEGUARD SCIENTIFICS INC
$16.08MN/A0.00%$1.0000N/AN/A0
JNVR
JANOVER INC
$11.91MN/A0.00%N/AN/AN/AN/A
PSEC
PROSPECT CAPITAL CORP
$2.29B12.88%1,028.60%$0.0600$0.7296%22023-12-262023-12-19
CRBG
COREBRIDGE FINANCIAL INC
$13.27BN/A53.30%N/AN/AN/AN/A
ICMB
INVESTCORP CREDIT MANAGEMENT BDC INC
$52.97M17.12%-3,150.00%$0.1500$0.6399%52023-12-132024-01-08
PNNT
PENNANTPARK INVESTMENT CORP
$421.35M13.93%-56.90%$0.0700$0.9097%32023-12-01
CION
CION INVESTMENT CORP
$574.49M3.21%165.00%$0.3400$0.3455%12023-12-282023-12-15
LRFC
LOGAN RIDGE FINANCE CORP
$59.83M4.29%-70.20%$0.3000$0.9669%5
BAM
BROOKFIELD ASSET MANAGEMENT LTD
$13.72B0.60%N/A$0.0700$0.219%02023-12-29
PUYI
PUYI INC
$211.21MN/A0.00%N/AN/AN/AN/A
BRDG
BRIDGE INVESTMENT GROUP HOLDINGS INC
$886.37M2.27%-262.10%$0.1700$0.1742%22023-12-15
PX
P10 INC
$1.19B0.32%N/A$0.0330$0.033%02023-12-20
ALTI
ALTI GLOBAL INC
$893.19MN/AN/AN/AN/AN/AN/A
BBUC
BROOKFIELD BUSINESS CORP
$1.33B0.35%N/A$0.0630$0.064%02023-12-29
AINC
ASHFORD INC
$16.55MN/A0.00%N/AN/AN/AN/A
BENF
BENEFICIENT
$137.35MN/A0.00%N/AN/AN/AN/A
BETR
BETTER HOME & FINANCE HOLDING CO
$337.81MN/A0.00%N/AN/AN/AN/A

Asset Management Stocks FAQ

What are the best asset management stocks to buy right now in Dec 2023?

According to Zen Score, the 3 best asset management stocks to buy right now are:

1. U S Global Investors (NASDAQ:GROW)


U S Global Investors (NASDAQ:GROW) is the top asset management stock with a Zen Score of 61, which is 28 points higher than the asset management industry average of 33. It passed 22 out of 38 due diligence checks and has strong fundamentals. U S Global Investors has seen its stock return 5.36% over the past year, overperforming other asset management stocks by 6 percentage points.

2. Victory Capital Holdings (NASDAQ:VCTR)


Victory Capital Holdings (NASDAQ:VCTR) is the second best asset management stock with a Zen Score of 57, which is 24 points higher than the asset management industry average of 33. It passed 21 out of 38 due diligence checks and has strong fundamentals. Victory Capital Holdings has seen its stock return 10.86% over the past year, overperforming other asset management stocks by 11 percentage points.

Victory Capital Holdings has an average 1 year price target of $39.25, an upside of 22.08% from Victory Capital Holdings's current stock price of $32.15.

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

3. Janus Henderson Group (NYSE:JHG)


Janus Henderson Group (NYSE:JHG) is the third best asset management stock with a Zen Score of 57, which is 24 points higher than the asset management industry average of 33. It passed 19 out of 38 due diligence checks and has strong fundamentals. Janus Henderson Group has seen its stock return 3.56% over the past year, overperforming other asset management stocks by 4 percentage points.

Janus Henderson Group has an average 1 year price target of $24.77, a downside of -5.43% from Janus Henderson Group's current stock price of $26.19.

Janus Henderson Group stock has a consensus Sell recommendation according to Wall Street analysts. Of the 3 analysts covering Janus Henderson Group, 0% have issued a Strong Buy rating, 0% have issued a Buy, 66.67% have issued a hold, while 0% have issued a Sell rating, and 33.33% have issued a Strong Sell.

What are the asset management stocks with highest dividends?

Out of 79 asset management stocks that have issued dividends in the past year, the 3 asset management stocks with the highest dividend yields are:

1. Oxford Square Capital (NASDAQ:OXSQ)


Oxford Square Capital (NASDAQ:OXSQ) has an annual dividend yield of 18.56%, which is 12 percentage points higher than the asset management industry average of 6.72%. Oxford Square Capital's dividend payout is not stable, having dropped more than 10% four times in the last 10 years. Oxford Square Capital's dividend has not shown consistent growth over the last 10 years.

Oxford Square Capital's dividend payout ratio of 2,700% indicates that its high dividend yield might not be sustainable for the long-term.

2. Investcorp Credit Management Bdc (NASDAQ:ICMB)


Investcorp Credit Management Bdc (NASDAQ:ICMB) has an annual dividend yield of 17.12%, which is 10 percentage points higher than the asset management industry average of 6.72%. Investcorp Credit Management Bdc's dividend payout is not stable, having dropped more than 10% five times in the last 10 years. Investcorp Credit Management Bdc's dividend has not shown consistent growth over the last 10 years.

Investcorp Credit Management Bdc's dividend payout ratio of -3,150% 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 16.37%, which is 10 percentage points higher than the asset management industry average of 6.72%. Portman Ridge Finance's dividend payout is not stable, having dropped more than 10% five 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 -328.9% 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 0.57% in the last day, and up 1.47% over the last week.

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

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. Crescent Capital Bdc (NASDAQ:CCAP)


Crescent Capital Bdc (NASDAQ:CCAP) is the most undervalued asset management stock based on WallStreetZen's Valuation Score. Crescent Capital Bdc has a valuation score of 86, which is 44 points higher than the asset management industry average of 42. It passed 6 out of 7 valuation due diligence checks.

Crescent Capital Bdc's stock has gained 19.31% in the past year. It has overperformed other stocks in the asset management industry by 20 percentage points.

2. Blackrock Capital Investment (NASDAQ:BKCC)


Blackrock Capital Investment (NASDAQ:BKCC) is the second most undervalued asset management stock based on WallStreetZen's Valuation Score. Blackrock Capital Investment has a valuation score of 86, which is 44 points higher than the asset management industry average of 42. It passed 6 out of 7 valuation due diligence checks.

Blackrock Capital Investment's stock has gained 0.79% in the past year. It has overperformed other stocks in the asset management industry by 1 percentage points.

3. Carlyle Secured Lending (NASDAQ:CGBD)


Carlyle Secured Lending (NASDAQ:CGBD) is the third most undervalued asset management stock based on WallStreetZen's Valuation Score. Carlyle Secured Lending has a valuation score of 86, which is 44 points higher than the asset management industry average of 42. It passed 6 out of 7 valuation due diligence checks.

Carlyle Secured Lending's stock has gained 4.25% 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?

29.85% of asset management stocks rated by analysts are a strong buy right now. On average, analysts expect asset management stocks to rise by 6.81% 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 -106.46x.
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.