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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.

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:

Federated Hermes (NYSE:FHI) 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 Federated Hermes (NYSE:FHI) is: Value: C, Growth: B, Momentum: C, Sentiment: C, Safety: C, Financials: A, and AI: B.

Federated Hermes (NYSE:FHI) has a Due Diligence Score of 50, which is 16 points higher than the asset management industry average of 34.

FHI passed 18 out of 38 due diligence checks and has strong fundamentals. Federated Hermes has seen its stock return 23.69% over the past year, overperforming other asset management stocks by 28 percentage points.

Federated Hermes has an average 1 year price target of $40.80, an upside of 0.97% from Federated Hermes's current stock price of $40.41.

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.

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

Acadian Asset Management (NYSE:AAMI) has a Due Diligence Score of 40, which is 6 points higher than the asset management industry average of 34.

AAMI passed 16 out of 38 due diligence checks and has average fundamentals. Acadian Asset Management has seen its stock return 18.25% over the past year, overperforming other asset management stocks by 23 percentage points.

Acadian Asset Management has an average 1 year price target of $26.50, a downside of -0.71% from Acadian Asset Management's current stock price of $26.69.

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.

Silvercrest Asset Management Group (NASDAQ:SAMG) 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 Silvercrest Asset Management Group (NASDAQ:SAMG) is: Value: C, Growth: C, Momentum: C, Sentiment: C, Safety: C, Financials: B, and AI: B.

Silvercrest Asset Management Group (NASDAQ:SAMG) has a Due Diligence Score of 60, which is 26 points higher than the asset management industry average of 34.

SAMG passed 21 out of 38 due diligence checks and has strong fundamentals. Silvercrest Asset Management Group has seen its stock return 0.53% over the past year, overperforming other asset management stocks by 5 percentage points.

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:

Swk Holdings (NASDAQ:SWKH) has an annual dividend yield of 27.68%, which is 21 percentage points higher than the asset management industry average of 6.92%.

Swk Holdings's dividend payout ratio of 0% indicates that its high dividend yield might not be sustainable for the long-term.

Portman Ridge Finance (NASDAQ:PTMN) has an annual dividend yield of 21.39%, which is 14 percentage points higher than the asset management industry average of 6.92%. 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 -431.2% indicates that its high dividend yield might not be sustainable for the long-term.

Triplepoint Venture Growth Bdc (NYSE:TPVG) has an annual dividend yield of 20.93%, which is 14 percentage points higher than the asset management industry average of 6.92%. Triplepoint Venture Growth Bdc's dividend payout is not stable, having dropped more than 10% four times in the last 10 years. Triplepoint Venture Growth Bdc's dividend has not shown consistent growth over the last 10 years.

Triplepoint Venture Growth Bdc's dividend payout ratio of 170.7% indicates that its high dividend yield might not be sustainable for the long-term.

Asset management stocks were up 0.63% in the last day, and up 4.42% over the last week.

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

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:

Corebridge Financial (NYSE:CRBG) 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.

Corebridge Financial has a valuation score of 71, which is 30 points higher than the asset management industry average of 41. It passed 5 out of 7 valuation due diligence checks.

Corebridge Financial's stock has gained 12.83% in the past year. It has overperformed other stocks in the asset management industry by 17 percentage points.

Virtus Investment Partners (NYSE:VRTS) is the second 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 30 points higher than the asset management industry average of 41. It passed 5 out of 7 valuation due diligence checks.

Virtus Investment Partners's stock has dropped -30.48% in the past year. It has underperformed other stocks in the asset management industry by -26 percentage points.

Affiliated Managers Group (NYSE:AMG) 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.

Affiliated Managers Group has a valuation score of 71, which is 30 points higher than the asset management industry average of 41. It passed 5 out of 7 valuation due diligence checks.

Affiliated Managers Group's stock has gained 3.97% in the past year. It has overperformed other stocks in the asset management industry by 9 percentage points.

37.68% of asset management stocks rated by analysts are a hold right now. On average, analysts expect asset management stocks to rise by 14.25% over the next year.

1.2% of asset management stocks have a Zen Rating of A (Strong Buy), 9.64% of asset management stocks are rated B (Buy), 75.9% are rated C (Hold), 8.43% are rated D (Sell), and 4.82% are rated F (Strong Sell).