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 +28.50% 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 103rd ranked industry out of 146 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
AAMI
ACADIAN ASSET MANAGEMENT INC
$2.96B0.26%5.60%$0.1000$0.224%1
VCTR
VICTORY CAPITAL HOLDINGS INC
$6.19B1.99%43.50%$0.5000$1.9744%0
SII
SPROTT INC
$2.77B0.75%42.80%$0.4000$0.8015%1
BEN
FRANKLIN RESOURCES INC
$17.48B3.90%99.20%$0.3300$1.3174%1
WHG
WESTWOOD HOLDINGS GROUP INC
$189.10M3.01%69.00%$0.1500$0.6063%2
AMG
AFFILIATED MANAGERS GROUP INC
$10.03B0.01%0.10%$0.0100$0.040%1
RPC
RIDGEPOST CAPITAL INC
$926.17M1.82%69.10%$0.0400$0.1541%0
PSEC
PROSPECT CAPITAL CORP
$1.14B22.91%-145.90%$0.0350$0.5299%32026-07-292026-07-22
NOAH
NOAH HOLDINGS LTD
$619.80M8.08%N/A$0.7257$0.7391%1
WT
WISDOMTREE INC
$3.06B0.60%27.90%$0.0300$0.1212%1
SEIC
SEI INVESTMENTS CO
$11.81B1.06%16.90%$0.5200$1.0423%0
NSLR
NEOSTELLAR CAPITAL CORP
$290.94M4.48%6.10%$0.2500$0.5079%5
IVZ
INVESCO LTD
$13.43B2.81%-57.10%$0.2200$0.8560%1
FHI
FEDERATED HERMES INC
$4.55B2.33%26.40%$0.3800$1.4051%3
NTRS
NORTHERN TRUST CORP
$35.37B1.67%32.80%$0.8000$3.2037%0
TROW
PRICE T ROWE GROUP INC
$25.41B4.33%54.70%$1.3000$5.1478%1
AB
ALLIANCEBERNSTEIN HOLDING LP
$3.56B8.95%104.30%$0.8300$3.4192%10
AMP
AMERIPRISE FINANCIAL INC
$47.40B1.23%16.00%$1.7000$6.5028%0
BLK
BLACKROCK INC
$169.73B2.00%53.00%$5.7300$21.8845%1
TRIN
TRINITY CAPITAL INC
$1.59B12.47%116.30%$0.1700$2.2196%22026-08-142026-07-31
GCMG
GCM GROSVENOR INC
$2.77B3.42%49.50%$0.1200$0.4769%0
GLAD
GLADSTONE CAPITAL CORP
$450.28M9.76%105.10%$0.1500$1.9593%3
PFLT
PENNANTPARK FLOATING RATE CAPITAL LTD
$715.36M16.58%199.20%$0.0833$1.2098%52026-08-03
BCIC
BCP INVESTMENT CORP
$91.96M22.48%-800.00%$0.0900$1.6799%82026-08-142026-07-31
MAAS
MAASE INC
$5.30BN/A0.00%N/AN/AN/AN/A
SCM
STELLUS CAPITAL INVESTMENT CORP
$241.71M17.69%185.00%$0.1133$1.4898%2
KKR
KKR & CO INC
$90.64B0.74%23.50%$0.1950$0.7515%1
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC
$2.79B10.09%98.00%$0.7700$3.9694%11
PAX
PATRIA INVESTMENTS LTD
$1.78B5.49%111.10%$0.1625$0.6185%3
CSWC
CAPITAL SOUTHWEST CORP
$1.49B10.69%148.90%$0.1934$2.5694%102026-08-142026-07-31
HRZN
HORIZON TECHNOLOGY FINANCE CORP
$322.88M21.99%249.00%$0.0900$1.0499%72026-07-162026-08-14
CNS
COHEN & STEERS INC
$4.05B3.27%83.50%$0.6700$2.5867%6
TCPC
BLACKROCK TCP CAPITAL CORP
$277.72M26.59%-67.10%$0.1700$0.8899%6
BCSF
BAIN CAPITAL SPECIALTY FINANCE INC
$833.56M14.71%168.40%$0.4200$1.8997%3
FDUS
FIDUS INVESTMENT CORP
$771.42M10.87%93.80%$0.6200$2.2195%4
STT
STATE STREET CORP
$51.64B1.80%32.70%$0.8400$3.3641%0
GECC
GREAT ELM CAPITAL CORP
$75.85M23.63%-55.10%$0.2500$1.2999%8
VRTS
VIRTUS INVESTMENT PARTNERS INC
$1.12B4.28%54.80%$2.4000$7.2078%02026-07-312026-08-14
HTGC
HERCULES CAPITAL INC
$3.01B11.67%103.30%$0.4700$1.8895%1
VINP
VINCI COMPASS INVESTMENTS LTD
$656.84M6.37%75.00%$0.1700$0.6488%3
HLNE
HAMILTON LANE INC
$4.76B2.59%36.10%$0.6000$2.2255%0
OWL
BLUE OWL CAPITAL INC
$15.11B9.34%692.30%$0.2300$0.9193%0
MFIC
MIDCAP FINANCIAL INVESTMENT CORP
$817.96M13.90%2,900.00%$0.3100$1.3897%4
BNY
BANK OF NEW YORK MELLON CORP
$111.43B1.31%26.00%$0.5300$2.1229%0
PNNT
PENNANTPARK INVESTMENT CORP
$220.05M27.30%480.00%$0.0800$0.92100%42026-08-03
CION
CION INVESTMENT CORP
$321.64M20.43%-7,400.00%$0.1000$1.3299%42026-07-172026-07-31
PFG
PRINCIPAL FINANCIAL GROUP INC
$24.40B2.82%44.30%$0.8200$3.1960%1
NMFC
NEW MOUNTAIN FINANCE CORP
$671.56M17.02%-224.60%$0.2500$1.2198%3
TPVG
TRIPLEPOINT VENTURE GROWTH BDC CORP
$192.44M19.83%95.30%$0.2300$0.9499%5
BX
BLACKSTONE INC
$94.38B3.91%127.10%$1.1600$4.9775%10
ALTI
ALTI GLOBAL INC
$542.79MN/A0.00%N/AN/AN/AN/A
BN
BROOKFIELD CORP
$99.36B0.58%48.10%$0.0700$0.2611%1
WHF
WHITEHORSE FINANCE INC
$139.61M18.27%320.70%$0.2500$1.1898%7
AVAT
AVALANCHE TREASURY CORP
$24.16MN/A0.00%N/AN/AN/AN/A
STEP
STEPSTONE GROUP INC
$5.34B3.73%-21.80%$0.8300$1.6772%1
CGBD
CARLYLE SECURED LENDING INC
$736.67M14.62%225.40%$0.3500$1.5597%52026-07-16
CCAP
CRESCENT CAPITAL BDC INC
$410.83M15.07%434.10%$0.3400$1.6897%132026-08-312026-09-15
NCDL
NUVEEN CHURCHILL DIRECT LENDING CORP
$631.66M13.14%115.90%$0.3800$1.6897%12026-07-28
ARCC
ARES CAPITAL CORP
$13.58B10.15%117.80%$0.4800$1.9294%0
TPG
TPG INC
$17.10B5.03%267.50%$0.5900$2.2483%5
INV
INNVENTURE INC
$374.84MN/A0.00%N/AN/AN/AN/A
ARES
ARES MANAGEMENT CORP
$27.71B3.96%220.10%$1.3500$4.9475%3
BXSL
BLACKSTONE SECURED LENDING FUND
$5.48B13.08%161.30%$0.7700$3.0896%22026-07-24
GAIN
GLADSTONE INVESTMENT CORPORATION
$659.85M5.79%31.40%$0.0800$0.9686%19
FSK
FS KKR CAPITAL CORP
$3.05B20.84%-129.40%$0.4200$2.2799%10
GBDC
GOLUB CAPITAL BDC INC
$3.45B10.88%192.30%$0.3300$1.4495%11
PS
PERSHING SQUARE INC
$14.48B0.34%N/A$0.1220$0.125%0
MAIN
MAIN STREET CAPITAL CORP
$4.97B8.05%90.10%$0.2650$4.3091%252026-08-072026-08-14
PSBD
PALMER SQUARE CAPITAL BDC INC
$318.99M15.32%-156.70%$0.3600$1.5797%1
GSBD
GOLDMAN SACHS BDC INC
$1.01B17.23%269.20%$0.3200$1.5498%72026-07-28
TSLX
SIXTH STREET SPECIALTY LENDING INC
$1.66B10.85%174.60%$0.4200$1.8994%34
BAM
BROOKFIELD ASSET MANAGEMENT LTD
$78.27B3.84%116.40%$0.5025$1.8874%1
SLRC
SLR INVESTMENT CORP
$721.21M11.65%100.00%$0.3100$1.5495%2
SAMG
SILVERCREST ASSET MANAGEMENT GROUP INC
$120.25M8.28%267.70%$0.2100$0.8492%0
OXSQ
OXFORD SQUARE CAPITAL CORP
$148.71M26.42%-97.70%$0.0350$0.4299%42026-07-172026-07-31
SAR
SARATOGA INVESTMENT CORP
$319.85M12.75%357.10%$0.2500$2.5096%42026-08-052026-07-23
CG
CARLYLE GROUP INC
$16.60B3.04%92.10%$0.3500$1.4063%9
APO
APOLLO GLOBAL MANAGEMENT INC
$70.24B1.30%125.90%$0.5625$1.5829%6
BUR
BURFORD CAPITAL LTD
$911.33M1.50%-1.70%$0.0625$0.0634%0
CWD
CALIBERCOS INC
$6.44MN/A0.00%N/AN/AN/AN/A
WTF
WATON FINANCIAL LTD
$147.12MN/A0.00%N/AN/AN/AN/A
TGE
GENERATION ESSENTIALS GROUP
$47.25MN/A0.00%N/AN/AN/AN/A
GEG
GREAT ELM GROUP INC
$69.30MN/A0.00%N/AN/AN/AN/A
ALP
ALPHA COMPUTE CORP
$1.83MN/A0.00%N/AN/AN/AN/A
EQS
EQUUS TOTAL RETURN INC
$16.62MN/A0.00%N/AN/AN/AN/A
AURE
AURELION INC
$58.84MN/A0.00%N/AN/AN/AN/A
BVC
BITVENTURES LTD
$94.08MN/A0.00%N/AN/AN/AN/A
MLCI
MOUNT LOGAN CAPITAL INC
$38.60M2.61%N/A$0.0300$0.0956%0
CRBG
COREBRIDGE FINANCIAL INC
$14.56B3.07%225.60%$0.2500$0.9864%0
MGLD
MARYGOLD COMPANIES INC
$48.80MN/A0.00%N/AN/AN/AN/A
ICMB
INVESTCORP CREDIT MANAGEMENT BDC INC
$12.89M31.35%-29.20%$0.1400$0.28100%5
PFX
PHENIXFIN CORP
$80.30M0.17%0.00%$0.0700$0.072%6
AMTD
AMTD IDEA GROUP
$92.16MN/A0.00%N/AN/AN/AN/A
BCG
BINAH CAPITAL GROUP INC
$25.22MN/A0.00%N/AN/AN/AN/A
RMCO
ROYALTY MANAGEMENT HOLDING CORP
$34.87M0.43%-12.50%$0.0025$0.018%0
BENF
BENEFICIENT
$46.60MN/A0.00%N/AN/AN/AN/A
RAND
RAND CAPITAL CORP
$30.29M16.86%-55.70%$0.2900$1.7298%4
GROW
U S GLOBAL INVESTORS INC
$77.24M3.06%37.50%$0.0075$0.0964%12026-08-172026-07-27
OFS
OFS CAPITAL CORP
$49.44M23.04%-36.60%$0.1700$0.8599%2
HNNA
HENNESSY ADVISORS INC
$79.53M5.71%52.60%$0.1500$0.5886%0

Asset Management Stocks FAQ

What are the best asset management stocks to buy right now in Jul 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. Acadian Asset Management (NYSE:AAMI)


Acadian Asset Management (NYSE:AAMI) is the #1 top asset management stock out of 100 with a Zen Rating of A. Stocks with a rating of A have had an average return of +28.5% per year. Learn more.

The Component Grade breakdown for Acadian Asset Management (NYSE:AAMI) is: Value: C, Growth: B, Momentum: B, Sentiment: B, Safety: C, Financials: B, and AI: B.

Acadian Asset Management (NYSE:AAMI) has a Due Diligence Score of 37, which is 7 points higher than the asset management industry average of 30.

AAMI passed 15 out of 38 due diligence checks and has average fundamentals. Acadian Asset Management has seen its stock return 114.37% over the past year, overperforming other asset management stocks by 110 percentage points.

Acadian Asset Management has an average 1 year price target of $72.00, a downside of -13.33% from Acadian Asset Management's current stock price of $83.07.

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.

2. Victory Capital Holdings (NASDAQ:VCTR)


Victory Capital Holdings (NASDAQ:VCTR) is the #2 top asset management stock out of 100 with a Zen Rating of B. Stocks with a rating of B have had an average return of +17.17% per year. Learn more.

The Component Grade breakdown for Victory Capital Holdings (NASDAQ:VCTR) is: Value: C, Growth: B, Momentum: B, Sentiment: B, Safety: C, Financials: B, and AI: B.

Victory Capital Holdings (NASDAQ:VCTR) has a Due Diligence Score of 58, which is 28 points higher than the asset management industry average of 30.

VCTR passed 21 out of 38 due diligence checks and has strong fundamentals. Victory Capital Holdings has seen its stock return 55.52% over the past year, overperforming other asset management stocks by 51 percentage points.

Victory Capital Holdings has an average 1 year price target of $86.25, a downside of -12.92% from Victory Capital Holdings's current stock price of $99.05.

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, 25% have issued a Buy, 75% have issued a hold, while 0% have issued a Sell rating, and 0% have issued a Strong Sell.

3. Sprott (NYSE:SII)


Sprott (NYSE:SII) is the #3 top asset management stock out of 100 with a Zen Rating of B. Stocks with a rating of B have had an average return of +17.17% per year. Learn more.

The Component Grade breakdown for Sprott (NYSE:SII) is: Value: C, Growth: B, Momentum: C, Sentiment: B, Safety: D, Financials: B, and AI: B.

Sprott (NYSE:SII) has a Due Diligence Score of 37, which is 7 points higher than the asset management industry average of 30.

SII passed 15 out of 38 due diligence checks and has average fundamentals. Sprott has seen its stock return 48.12% over the past year, overperforming other asset management stocks by 44 percentage points.

Sprott has an average 1 year price target of $230.00, an upside of 114.33% from Sprott's current stock price of $107.31.

Sprott stock has a consensus Buy recommendation according to Wall Street analysts. Of the 1 analyst covering Sprott, 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 82 asset management stocks that have issued dividends in the past year, the 3 asset management stocks with the highest dividend yields are:

1. Pennantpark Investment (NYSE:PNNT)


Pennantpark Investment (NYSE:PNNT) has an annual dividend yield of 27.3%, which is 18 percentage points higher than the asset management industry average of 9.13%. Pennantpark Investment's dividend payout is not stable, having dropped more than 10% four times in the last 10 years. Pennantpark Investment's dividend has not shown consistent growth over the last 10 years.

Pennantpark Investment's dividend payout ratio of 480% indicates that its high dividend yield might not be sustainable for the long-term.

2. Blackrock Tcp Capital (NASDAQ:TCPC)


Blackrock Tcp Capital (NASDAQ:TCPC) has an annual dividend yield of 26.59%, which is 17 percentage points higher than the asset management industry average of 9.13%. Blackrock Tcp Capital's dividend payout is not stable, having dropped more than 10% six times in the last 10 years. Blackrock Tcp Capital's dividend has not shown consistent growth over the last 10 years.

Blackrock Tcp Capital's dividend payout ratio of -67.1% indicates that its high dividend yield might not be sustainable for the long-term.

3. Oxford Square Capital (NASDAQ:OXSQ)


Oxford Square Capital (NASDAQ:OXSQ) has an annual dividend yield of 26.42%, which is 17 percentage points higher than the asset management industry average of 9.13%. 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 -97.7% 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 3.16% in the last day, and up 6.37% over the last week. Blackrock was the among the top gainers in the asset management industry, gaining 6.63% yesterday.

BlackRock shares are trading higher after the company reported better-than-expected Q2 financial results and a year-over-year increase in Q2 AUM 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. Noah Holdings (NYSE:NOAH)


Noah Holdings (NYSE:NOAH) is the 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 -14 points higher than the asset management industry average of 28. 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 dropped -24.22% in the past year. It has underperformed other stocks in the asset management industry by -28 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 15 points higher than the asset management industry average of 28. It passed 3 out of 7 valuation due diligence checks.

Triplepoint Venture Growth Bdc's stock has dropped -33.61% in the past year. It has underperformed other stocks in the asset management industry by -38 percentage points.

3. Virtus Investment Partners (NYSE:VRTS)


Virtus Investment Partners (NYSE:VRTS) 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.

Virtus Investment Partners has a valuation score of 57, which is 29 points higher than the asset management industry average of 28. It passed 4 out of 7 valuation due diligence checks.

Virtus Investment Partners's stock has dropped -16.35% 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?

34.72% of asset management stocks rated by analysts are a buy right now. On average, analysts expect asset management stocks to rise by 11.09% over the next year.

1.27% of asset management stocks have a Zen Rating of A (Strong Buy), 10.13% of asset management stocks are rated B (Buy), 60.76% are rated C (Hold), 26.58% are rated D (Sell), and 1.27% 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 33.72x.
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.