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Best Asset Management Stocks to Buy Now (2024)
Top asset management stocks in 2024 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
Country
Market Cap
Shares
Institutional %
Insider %
Net Insider (L12M)
Net Insider (L3M)
VCTR
VICTORY CAPITAL HOLDINGS INC
United States
$3.34B64,709,91453.61%46.39%Net BuyingNet Buying
JHG
JANUS HENDERSON GROUP PLC
United Kingdom
$5.68B160,461,84648.14%51.86%Net BuyingNet Buying
SEIC
SEI INVESTMENTS CO
United States
$8.59B131,388,44752.57%47.43%Net SellingNet Selling
SAMG
SILVERCREST ASSET MANAGEMENT GROUP INC
United States
$231.05M13,935,40045.66%54.34%Net BuyingNet Buying
FHI
FEDERATED HERMES INC
United States
$2.91B84,158,97664.34%35.66%Net SellingNet Selling
PAX
PATRIA INVESTMENTS LTD
Cayman Islands
$1.86B148,253,93833.39%0.00%
GROW
U S GLOBAL INVESTORS INC
United States
$37.43M13,912,84423.26%12.34%Net BuyingNet Buying
RAND
RAND CAPITAL CORP
United States
$42.25M2,581,0210.92%99.08%Net Buying
AMK
ASSETMARK FINANCIAL HOLDINGS INC
United States
$2.56B74,400,36627.44%72.56%Net SellingNet Selling
AB
ALLIANCEBERNSTEIN HOLDING LP
United States
$3.89B115,163,60418.05%25.91%Net BuyingNet Buying
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC
United States
$3.38B80,374,83475.77%8.83%Net Selling
HLNE
HAMILTON LANE INC
United States
$7.58B54,192,68541.29%58.71%Net Selling
BEN
FRANKLIN RESOURCES INC
United States
$12.36B526,091,30249.56%43.33%Net BuyingNet Buying
HNNA
HENNESSY ADVISORS INC
United States
$60.28M7,678,56110.10%46.12%Net Selling
NMFC
NEW MOUNTAIN FINANCE CORP
United States
$1.30B106,289,29332.16%11.26%Net BuyingNet Buying
PFG
PRINCIPAL FINANCIAL GROUP INC
United States
$19.85B234,383,54169.88%1.77%Net SellingNet Buying
VRTS
VIRTUS INVESTMENT PARTNERS INC
United States
$1.71B7,127,88144.27%55.73%Net SellingNet Selling
BK
BANK OF NEW YORK MELLON CORP
United States
$46.88B747,815,83581.54%16.99%Net SellingNet Selling
TROW
PRICE T ROWE GROUP INC
United States
$25.63B223,299,90373.13%10.40%Net SellingNet Selling
WT
WISDOMTREE INC
United States
$1.63B151,816,95161.16%38.84%Net Buying
MAIN
MAIN STREET CAPITAL CORP
United States
$4.30B85,715,62119.83%8.08%Net SellingNet Buying
PTMN
PORTMAN RIDGE FINANCE CORP
United States
$181.47M9,306,12511.74%88.26%Net Selling
CCAP
CRESCENT CAPITAL BDC INC
United States
$695.65M37,061,54730.77%69.23%
FSK
FS KKR CAPITAL CORP
United States
$5.65B280,066,43328.42%1.62%Net BuyingNet Buying
BLK
BLACKROCK INC
United States
$123.44B148,599,98161.69%38.31%Net SellingNet Selling
AMP
AMERIPRISE FINANCIAL INC
United States
$40.81B99,324,92359.92%40.08%Net SellingNet Selling
AMTD
AMTD IDEA GROUP
Cayman Islands
$122.49M476,292,7150.07%0.00%
HTGC
HERCULES CAPITAL INC
United States
$3.43B162,177,20920.72%8.09%Net BuyingNet Selling
SAR
SARATOGA INVESTMENT CORP
United States
$316.98M13,745,76915.25%48.93%
SCM
STELLUS CAPITAL INVESTMENT CORP
United States
$339.69M24,125,64211.39%6.95%
GECC
GREAT ELM CAPITAL CORP
United States
$100.86M9,452,3828.54%91.46%Net Selling
CSWC
CAPITAL SOUTHWEST CORP
United States
$1.17B45,050,75923.22%24.91%Net SellingNet Selling
WHF
WHITEHORSE FINANCE INC
United States
$280.08M23,243,08812.79%62.98%Net SellingNet Selling
OXSQ
OXFORD SQUARE CAPITAL CORP
United States
$180.36M59,721,4495.25%12.09%
AMG
AFFILIATED MANAGERS GROUP INC
United States
$5.35B31,864,45693.97%4.37%Net Selling
NOAH
NOAH HOLDINGS LTD
China
$474.25M328,427,6758.20%0.00%
OWL
BLUE OWL CAPITAL INC
United States
$27.53B1,428,804,60628.59%71.41%Net Selling
STT
STATE STREET CORP
United States
$25.45B301,258,87288.28%2.78%Net SellingNet Selling
TCPC
BLACKROCK TCP CAPITAL CORP
United States
$914.97M85,591,13419.92%1.02%Net BuyingNet Buying
NTRS
NORTHERN TRUST CORP
United States
$17.49B204,591,72481.06%6.08%Net SellingNet Selling
CRBG
COREBRIDGE FINANCIAL INC
United States
$17.90B611,640,61063.53%36.47%Net SellingNet Selling
GSBD
GOLDMAN SACHS BDC INC
United States
$1.70B112,223,20429.09%6.01%
GLAD
GLADSTONE CAPITAL CORP
United States
$516.45M21,754,47117.66%9.47%
PFLT
PENNANTPARK FLOATING RATE CAPITAL LTD
United States
$760.70M66,728,13821.19%2.03%Net BuyingNet Buying
VINP
VINCI PARTNERS INVESTMENTS LTD
Brazil
$634.59M56,913,58810.27%0.00%
SII
SPROTT INC
Canada
$1.15B25,396,09135.81%0.00%
DHIL
DIAMOND HILL INVESTMENT GROUP INC
United States
$412.69M2,772,89066.16%18.76%Net SellingNet Selling
CGBD
CARLYLE SECURED LENDING INC
United States
$910.75M50,794,94124.58%2.81%Net Buying
BX
BLACKSTONE INC
United States
$99.04B714,645,99568.50%9.14%Net SellingNet Selling
ARCC
ARES CAPITAL CORP
United States
$12.59B607,763,55428.24%1.18%
SLRC
SLR INVESTMENT CORP
United States
$865.24M54,554,63428.67%27.41%Net BuyingNet Buying
EQS
EQUUS TOTAL RETURN INC
United States
$17.46M13,586,1730.50%99.50%
TRIN
TRINITY CAPITAL INC
United States
$688.74M49,478,52022.43%7.85%Net SellingNet Selling
ARES
ARES MANAGEMENT CORP
United States
$45.64B309,814,84551.43%4.75%Net SellingNet Selling
BUR
BURFORD CAPITAL LTD
Guernsey
$2.97B218,673,49047.45%42.11%
BCSF
BAIN CAPITAL SPECIALTY FINANCE INC
United States
$1.07B64,562,26548.99%18.81%
GBDC
GOLUB CAPITAL BDC INC
United States
$2.65B171,517,30737.72%44.42%Net BuyingNet Buying
GAIN
GLADSTONE INVESTMENT CORPORATION
United States
$513.64M36,688,66714.19%2.61%Net Buying
TSLX
SIXTH STREET SPECIALTY LENDING INC
United States
$1.97B92,721,55646.69%10.42%Net BuyingNet Buying
FDUS
FIDUS INVESTMENT CORP
United States
$606.15M31,553,66323.33%4.22%
MRCC
MONROE CAPITAL CORP
United States
$161.41M21,666,34017.63%3.25%
BSIG
BRIGHTSPHERE INVESTMENT GROUP INC
United States
$934.65M37,763,69231.65%68.35%Net Selling
WHG
WESTWOOD HOLDINGS GROUP INC
United States
$120.89M9,313,22348.60%51.40%Net Selling
MFIC
MIDCAP FINANCIAL INVESTMENT CORP
United States
$1.00B65,253,27530.07%1.97%
PFX
PHENIXFIN CORP
United States
$94.47M2,019,7904.10%95.90%Net BuyingNet Buying
APO
APOLLO GLOBAL MANAGEMENT INC
United States
$68.57B569,003,92257.27%36.09%Net SellingNet Selling
SWKH
SWK HOLDINGS CORP
United States
$215.78M12,472,72718.77%81.23%Net BuyingNet Buying
GCMG
GCM GROSVENOR INC
United States
$2.03B188,458,45922.27%14.36%Net SellingNet Selling
PSEC
PROSPECT CAPITAL CORP
United States
$2.29B417,757,6898.78%27.10%Net BuyingNet Buying
AC
ASSOCIATED CAPITAL GROUP INC
United States
$703.46M21,401,4237.58%5.80%
STEP
STEPSTONE GROUP INC
United States
$5.37B110,645,86149.41%38.23%Net SellingNet Buying
CION
CION INVESTMENT CORP
United States
$653.25M53,589,12432.97%0.61%Net BuyingNet Buying
PNNT
PENNANTPARK INVESTMENT CORP
United States
$466.36M65,224,50026.64%8.63%Net Buying
BXSL
BLACKSTONE SECURED LENDING FUND
United States
$5.82B192,439,04730.68%0.11%
MGLD
MARYGOLD COMPANIES INC
United States
$46.39M39,383,4590.43%93.26%Net BuyingNet Buying
GEG
GREAT ELM GROUP INC
United States
$56.42M31,875,2858.26%91.74%Net BuyingNet Buying
BN
BROOKFIELD CORP
Canada
$69.68B1,512,906,49864.98%0.00%
CNS
COHEN & STEERS INC
United States
$4.14B50,540,39830.20%69.80%Net SellingNet Selling
TPVG
TRIPLEPOINT VENTURE GROWTH BDC CORP
United States
$330.39M37,845,91713.18%2.12%Net Buying
ICMB
INVESTCORP CREDIT MANAGEMENT BDC INC
United States
$48.10M14,400,7427.61%77.42%
TPG
TPG INC
United States
$17.26B364,767,38217.50%4.75%Net SellingNet Selling
PWM
PRESTIGE WEALTH INC
Hong Kong
$7.87M9,150,0000.12%0.00%
LRFC
LOGAN RIDGE FINANCE CORP
United States
$59.66M2,675,99823.56%49.42%
KKR
KKR & CO INC
United States
$102.18B887,401,71456.12%20.04%
HRZN
HORIZON TECHNOLOGY FINANCE CORP
United States
$425.50M35,020,7745.96%8.30%Net Buying
OFS
OFS CAPITAL CORP
United States
$118.57M13,398,0786.59%93.41%
AINC
ASHFORD INC
United States
$16.90M3,430,5005.59%94.41%Net Buying
SSSS
SURO CAPITAL CORP
United States
$93.88M23,353,28413.87%15.62%Net Buying
RMCO
ROYALTY MANAGEMENT HOLDING CORP
United States
$13.77M14,964,0950.89%17.29%
IVZ
INVESCO LTD
United States
$7.29B449,831,07553.12%46.88%Net SellingNet Selling
CG
CARLYLE GROUP INC
United States
$16.53B359,880,49757.22%34.80%Net SellingNet Selling
ALTI
ALTI GLOBAL INC
United States
$566.44M120,007,6394.87%56.24%Net BuyingNet Buying
BAM
BROOKFIELD ASSET MANAGEMENT LTD
Canada
$16.98B413,026,25365.39%0.00%
BBUC
BROOKFIELD BUSINESS CORP
United States
$1.59B72,954,45089.90%0.00%
PX
P10 INC
United States
$1.10B113,022,59528.45%10.95%Net BuyingNet Buying
HPH
HIGHEST PERFORMANCES HOLDINGS INC
China
$369.60M94,885,0790.02%0.00%
BRDG
BRIDGE INVESTMENT GROUP HOLDINGS INC
United States
$1.01B120,985,16915.65%69.90%
STEC
SANTECH HOLDINGS LIMITED
China
$8.17M47,750,0000.52%0.00%
BENF
BENEFICIENT
United States
$16.98M4,245,62223.04%76.96%Net BuyingNet Selling
BCG
BINAH CAPITAL GROUP INC
United States
$87.80M16,565,8850.00%54.40%

Asset Management Stocks FAQ

What are the best asset management stocks to buy right now in Jul 2024?

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

1. Victory Capital Holdings (NASDAQ:VCTR)


Victory Capital Holdings (NASDAQ:VCTR) is the top asset management stock with a Zen Score of 62, which is 28 points higher than the asset management industry average of 34. It passed 23 out of 38 due diligence checks and has strong fundamentals. Victory Capital Holdings has seen its stock return 48.95% over the past year, overperforming other asset management stocks by 42 percentage points.

Victory Capital Holdings has an average 1 year price target of $51.57, a downside of -0.02% from Victory Capital Holdings's current stock price of $51.58.

Victory Capital Holdings stock has a consensus Buy recommendation according to Wall Street analysts. Of the 7 analysts covering Victory Capital Holdings, 28.57% have issued a Strong Buy rating, 28.57% have issued a Buy, 28.57% have issued a hold, while 0% have issued a Sell rating, and 14.29% have issued a Strong Sell.

2. Janus Henderson Group (NYSE:JHG)


Janus Henderson Group (NYSE:JHG) is the second best asset management stock with a Zen Score of 61, which is 27 points higher than the asset management industry average of 34. It passed 21 out of 38 due diligence checks and has strong fundamentals. Janus Henderson Group has seen its stock return 19.76% over the past year, overperforming other asset management stocks by 12 percentage points.

Janus Henderson Group has an average 1 year price target of $33.00, a downside of -6.75% from Janus Henderson Group's current stock price of $35.39.

Janus Henderson Group stock has a consensus Sell recommendation according to Wall Street analysts. Of the 6 analysts covering Janus Henderson Group, 16.67% have issued a Strong Buy rating, 0% have issued a Buy, 33.33% have issued a hold, while 0% have issued a Sell rating, and 50% have issued a Strong Sell.

3. Sei Investments Co (NASDAQ:SEIC)


Sei Investments Co (NASDAQ:SEIC) is the third best asset management stock with a Zen Score of 61, which is 27 points higher than the asset management industry average of 34. It passed 22 out of 38 due diligence checks and has strong fundamentals. Sei Investments Co has seen its stock return 2.25% over the past year, underperforming other asset management stocks by -5 percentage points.

Sei Investments Co has an average 1 year price target of $75.33, an upside of 15.28% from Sei Investments Co's current stock price of $65.35.

Sei Investments Co stock has a consensus Hold recommendation according to Wall Street analysts. Of the 3 analysts covering Sei Investments Co, 0% have issued a Strong Buy rating, 33.33% have issued a Buy, 66.67% 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 63 asset management stocks that have issued dividends in the past year, the 3 asset management stocks with the highest dividend yields are:

1. Noah Holdings (NYSE:NOAH)


Noah Holdings (NYSE:NOAH) has an annual dividend yield of 29.43%, which is 23 percentage points higher than the asset management industry average of 6.9%. Noah Holdings's dividend payout is stable, having never dropped by more than 10% in the last 10 years. Noah Holdings's dividend has shown consistent growth over the last 10 years.

2. Triplepoint Venture Growth Bdc (NYSE:TPVG)


Triplepoint Venture Growth Bdc (NYSE:TPVG) has an annual dividend yield of 18.33%, which is 11 percentage points higher than the asset management industry average of 6.9%. 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 shown consistent growth over the last 10 years.

Triplepoint Venture Growth Bdc's dividend payout ratio of -141.6% indicates that its high dividend yield might not be sustainable for the long-term.

3. Investcorp Credit Management Bdc (NASDAQ:ICMB)


Investcorp Credit Management Bdc (NASDAQ:ICMB) has an annual dividend yield of 17.96%, which is 11 percentage points higher than the asset management industry average of 6.9%. 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 -6,300% indicates that its high dividend yield might not be sustainable for the long-term.

Why are asset management stocks down?

Asset management stocks were down -0.54% in the last day, and up 0.14% over the last week.

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

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. Rand Capital (NASDAQ:RAND)


Rand Capital (NASDAQ:RAND) is the most undervalued asset management stock based on WallStreetZen's Valuation Score. Rand Capital has a valuation score of 100, which is 61 points higher than the asset management industry average of 39. It passed 7 out of 7 valuation due diligence checks.

Rand Capital's stock has gained 17.85% in the past year. It has overperformed other stocks in the asset management industry by 11 percentage points.

2. Principal Financial Group (NASDAQ:PFG)


Principal Financial Group (NASDAQ:PFG) is the second most undervalued asset management stock based on WallStreetZen's Valuation Score. Principal Financial Group has a valuation score of 86, which is 47 points higher than the asset management industry average of 39. It passed 6 out of 7 valuation due diligence checks.

Principal Financial Group's stock has gained 2.67% in the past year. It has underperformed other stocks in the asset management industry by -5 percentage points.

3. Cion Investment (NYSE:CION)


Cion Investment (NYSE:CION) is the third most undervalued asset management stock based on WallStreetZen's Valuation Score. Cion Investment has a valuation score of 71, which is 32 points higher than the asset management industry average of 39. It passed 5 out of 7 valuation due diligence checks.

Cion Investment's stock has gained 10.72% in the past year. It has overperformed other stocks in the asset management industry by 3 percentage points.

Are asset management stocks a good buy now?

46.38% of asset management stocks rated by analysts are a buy right now. On average, analysts expect asset management stocks to rise by 4.8% 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 29.63x.
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.