Best Asset Management Stocks to Buy Now (2025)
Top asset management stocks in 2025 ranked by overall Due Diligence 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
$4.27B65,034,00954.29%45.71%Net BuyingNet Buying
JHG
JANUS HENDERSON GROUP PLC
United Kingdom
$7.30B158,994,91347.76%52.24%Net Buying
AB
ALLIANCEBERNSTEIN HOLDING LP
United States
$4.52B113,435,35719.76%21.83%Net BuyingNet Buying
HNNA
HENNESSY ADVISORS INC
United States
$97.10M7,780,31910.34%45.37%Net SellingNet Selling
FHI
FEDERATED HERMES INC
United States
$3.22B81,813,71264.14%35.86%Net SellingNet Buying
TROW
PRICE T ROWE GROUP INC
United States
$24.59B222,159,47074.48%10.49%Net SellingNet Selling
GROW
U S GLOBAL INVESTORS INC
United States
$33.54M13,525,74027.35%12.76%Net BuyingNet Buying
HLNE
HAMILTON LANE INC
United States
$9.43B55,439,58641.95%58.05%Net SellingNet Buying
WT
WISDOMTREE INC
United States
$1.42B146,103,65663.98%36.02%Net SellingNet Selling
TRIN
TRINITY CAPITAL INC
United States
$941.31M58,905,81321.05%7.25%Net SellingNet Selling
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC
United States
$3.60B80,361,13977.83%8.87%Net Selling
BLK
BLACKROCK INC
United States
$157.12B154,878,93060.91%39.09%Net SellingNet Selling
NTRS
NORTHERN TRUST CORP
United States
$22.44B198,218,48384.25%6.27%Net SellingNet Selling
GLAD
GLADSTONE CAPITAL CORP
United States
$650.92M22,329,85211.72%10.34%Net SellingNet Selling
VRTS
VIRTUS INVESTMENT PARTNERS INC
United States
$1.37B7,018,48043.81%56.19%Net Selling
DHIL
DIAMOND HILL INVESTMENT GROUP INC
United States
$406.98M2,722,45666.18%18.38%Net SellingNet Selling
AMP
AMERIPRISE FINANCIAL INC
United States
$52.22B97,014,56659.56%40.44%Net SellingNet Selling
SAR
SARATOGA INVESTMENT CORP
United States
$358.09M14,346,37314.76%46.92%
PFLT
PENNANTPARK FLOATING RATE CAPITAL LTD
United States
$921.35M83,229,89619.23%1.63%Net Buying
GBDC
GOLUB CAPITAL BDC INC
United States
$4.06B265,498,59735.98%29.21%Net Buying
CSWC
CAPITAL SOUTHWEST CORP
United States
$1.15B50,581,84022.61%22.21%Net SellingNet Buying
AMG
AFFILIATED MANAGERS GROUP INC
United States
$5.51B30,225,13291.73%5.47%Net Buying
CCAP
CRESCENT CAPITAL BDC INC
United States
$727.15M37,061,54729.95%70.05%
NOAH
NOAH HOLDINGS LTD
China
$748.36M351,673,9207.49%0.00%
MAIN
MAIN STREET CAPITAL CORP
United States
$5.39B88,178,19021.04%7.90%Net SellingNet Buying
ICMB
INVESTCORP CREDIT MANAGEMENT BDC INC
United States
$44.80M14,406,2443.49%77.44%Net BuyingNet Buying
SEIC
SEI INVESTMENTS CO
United States
$11.12B128,908,64852.04%47.96%Net SellingNet Selling
BK
BANK OF NEW YORK MELLON CORP
United States
$62.34B727,078,32082.53%17.47%Net SellingNet Buying
RAND
RAND CAPITAL CORP
United States
$59.44M2,581,0210.92%99.08%Net BuyingNet Buying
CGBD
CARLYLE SECURED LENDING INC
United States
$938.71M50,906,26224.78%2.93%Net BuyingNet Buying
HTGC
HERCULES CAPITAL INC
United States
$3.40B162,449,71019.55%8.19%Net BuyingNet Buying
OWL
BLUE OWL CAPITAL INC
United States
$37.26B1,493,520,28634.07%65.93%Net Selling
STT
STATE STREET CORP
United States
$29.12B293,150,51987.01%2.83%Net SellingNet Selling
WHF
WHITEHORSE FINANCE INC
United States
$240.57M23,243,08814.01%63.02%Net Selling
SAMG
SILVERCREST ASSET MANAGEMENT GROUP INC
United States
$257.74M13,864,70545.58%54.42%Net Buying
MFIC
MIDCAP FINANCIAL INVESTMENT CORP
United States
$1.31B93,780,27827.30%1.53%Net Selling
TPVG
TRIPLEPOINT VENTURE GROWTH BDC CORP
United States
$311.98M40,049,00214.40%2.24%Net Buying
ARES
ARES MANAGEMENT CORP
United States
$59.37B313,056,19556.14%4.61%Net SellingNet Selling
AAMI
ACADIAN ASSET MANAGEMENT INC
United States
$901.23M37,317,93830.55%69.45%Net BuyingNet Buying
FSK
FS KKR CAPITAL CORP
United States
$6.47B280,066,43327.73%1.71%Net SellingNet Selling
APO
APOLLO GLOBAL MANAGEMENT INC
United States
$93.78B565,816,45657.56%35.45%Net SellingNet Selling
BX
BLACKSTONE INC
United States
$126.24B722,002,69970.18%9.04%Net SellingNet Selling
SWKH
SWK HOLDINGS CORP
United States
$204.29M12,233,22316.03%83.97%Net Buying
SII
SPROTT INC
Canada
$1.11B25,412,20936.80%10.25%Net Selling
BRDG
BRIDGE INVESTMENT GROUP HOLDINGS INC
United States
$954.14M121,084,15715.61%70.47%Net SellingNet Selling
PX
P10 INC
United States
$1.54B111,622,75535.40%14.87%Net SellingNet Selling
PAX
PATRIA INVESTMENTS LTD
Cayman Islands
$1.78B151,808,43931.04%0.00%
FDUS
FIDUS INVESTMENT CORP
United States
$762.74M33,914,65222.58%3.93%
CNS
COHEN & STEERS INC
United States
$4.47B50,557,75832.94%67.06%Net SellingNet Selling
AC
ASSOCIATED CAPITAL GROUP INC
United States
$775.16M21,237,1356.95%5.85%
PNNT
PENNANTPARK INVESTMENT CORP
United States
$462.30M65,296,09422.17%8.62%Net BuyingNet Buying
SCM
STELLUS CAPITAL INVESTMENT CORP
United States
$392.61M27,057,73811.32%6.20%
AMTD
AMTD IDEA GROUP
Cayman Islands
$81.93M476,292,7150.09%0.00%
ARCC
ARES CAPITAL CORP
United States
$15.51B671,481,60927.81%1.07%
PFX
PHENIXFIN CORP
United States
$97.62M2,019,7784.16%95.84%Net BuyingNet Buying
BN
BROOKFIELD CORP
Canada
$90.18B1,512,906,49866.94%0.00%
SLRC
SLR INVESTMENT CORP
United States
$915.43M54,554,63428.79%27.41%Net Buying
TSLX
SIXTH STREET SPECIALTY LENDING INC
United States
$2.09B93,317,62146.99%10.36%Net BuyingNet Buying
BUR
BURFORD CAPITAL LTD
Guernsey
$3.12B219,313,38852.53%47.38%Net SellingNet Selling
BXSL
BLACKSTONE SECURED LENDING FUND
United States
$7.26B216,670,84430.43%0.10%
GCMG
GCM GROSVENOR INC
United States
$2.57B189,134,49223.59%14.39%Net Selling
VINP
VINCI PARTNERS INVESTMENTS LTD
Brazil
$589.62M56,913,58816.96%0.00%
PTMN
PORTMAN RIDGE FINANCE CORP
United States
$156.71M9,212,9798.59%91.41%
HPH
HIGHEST PERFORMANCES HOLDINGS INC
China
$61.13M372,547,5380.01%0.00%
KKR
KKR & CO INC
United States
$136.62B888,228,90958.74%19.80%
WHG
WESTWOOD HOLDINGS GROUP INC
United States
$144.45M9,271,57349.07%50.93%Net Selling
BAM
BROOKFIELD ASSET MANAGEMENT LTD
Canada
$25.56B442,952,95664.98%0.00%
GEG
GREAT ELM GROUP INC
United States
$51.69M28,341,5526.88%93.12%Net Buying
PFG
PRINCIPAL FINANCIAL GROUP INC
United States
$18.43B228,725,86370.23%1.83%Net SellingNet Buying
NMFC
NEW MOUNTAIN FINANCE CORP
United States
$1.26B107,851,41532.45%8.55%Net BuyingNet Buying
BEN
FRANKLIN RESOURCES INC
United States
$10.85B525,397,97750.08%43.50%Net BuyingNet Selling
STEP
STEPSTONE GROUP INC
United States
$7.46B115,163,28157.76%31.35%Net SellingNet Selling
MRCC
MONROE CAPITAL CORP
United States
$186.33M21,666,34016.74%3.25%
GECC
GREAT ELM CAPITAL CORP
United States
$109.31M10,449,8886.26%93.74%Net SellingNet Selling
GSBD
GOLDMAN SACHS BDC INC
United States
$1.52B117,297,22228.11%5.75%Net SellingNet Selling
RMCO
ROYALTY MANAGEMENT HOLDING CORP
United States
$17.83M14,932,9181.26%25.39%Net BuyingNet Buying
CG
CARLYLE GROUP INC
United States
$18.81B357,681,26157.99%34.34%Net SellingNet Selling
PWM
PRESTIGE WEALTH INC
Hong Kong
$10.61M9,150,0000.32%0.00%
TPG
TPG INC
United States
$23.30B364,967,85720.87%4.59%Net SellingNet Selling
GAIN
GLADSTONE INVESTMENT CORPORATION
United States
$498.60M36,688,66713.61%2.62%
IVZ
INVESCO LTD
United States
$8.42B449,439,95259.36%40.64%Net SellingNet Selling
CION
CION INVESTMENT CORP
United States
$612.79M53,285,94333.91%0.77%Net BuyingNet Buying
MGLD
MARYGOLD COMPANIES INC
United States
$44.36M40,326,0350.43%91.42%Net BuyingNet Buying
HRZN
HORIZON TECHNOLOGY FINANCE CORP
United States
$360.45M38,062,3776.71%7.78%Net BuyingNet Buying
LRFC
LOGAN RIDGE FINANCE CORP
United States
$65.98M2,666,45326.68%49.59%
BCSF
BAIN CAPITAL SPECIALTY FINANCE INC
United States
$1.17B64,562,26547.87%18.81%
INV
INNVENTURE INC
United States
$611.42M49,547,6738.64%47.65%
OXSQ
OXFORD SQUARE CAPITAL CORP
United States
$186.02M67,892,1815.93%10.63%
PSEC
PROSPECT CAPITAL CORP
United States
$1.85B436,175,9838.77%29.24%Net BuyingNet Buying
ALTI
ALTI GLOBAL INC
United States
$559.30M139,825,8566.40%62.04%Net Selling
TCPC
BLACKROCK TCP CAPITAL CORP
United States
$771.18M85,591,13419.55%1.11%Net BuyingNet Buying
CRBG
COREBRIDGE FINANCIAL INC
United States
$18.90B568,870,11764.30%35.70%Net SellingNet Selling
EQS
EQUUS TOTAL RETURN INC
United States
$17.93M13,586,1730.31%99.69%
OFS
OFS CAPITAL CORP
United States
$108.93M13,398,07810.31%89.69%
STEC
SANTECH HOLDINGS LTD
China
$15.40M47,750,0000.21%0.00%
BENF
BENEFICIENT
United States
$3.10M5,080,60615.81%50.82%Net SellingNet Buying
SSSS
SURO CAPITAL CORP
United States
$132.32M23,378,00218.26%16.39%Net SellingNet Buying
BBUC
BROOKFIELD BUSINESS CORP
United States
$1.78B72,954,45024.54%0.00%
BCG
BINAH CAPITAL GROUP INC
United States
$38.68M16,602,4600.43%54.28%
AMOD
ALPHA MODUS HOLDINGS INC
United States
$15.45M6,519,0805.87%66.92%

Asset Management Stocks FAQ

What are the best asset management stocks to buy right now in Feb 2025?

According to Due Diligence 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 Due Diligence Score of 68, which is 37 points higher than the asset management industry average of 31. It passed 25 out of 38 due diligence checks and has strong fundamentals. Victory Capital Holdings has seen its stock return 90.41% over the past year, overperforming other asset management stocks by 66 percentage points.

Victory Capital Holdings has an average 1 year price target of $65.11, a downside of -0.88% from Victory Capital Holdings's current stock price of $65.69.

Victory Capital Holdings stock has a consensus Buy recommendation according to Wall Street analysts. Of the 9 analysts covering Victory Capital Holdings, 22.22% have issued a Strong Buy rating, 22.22% have issued a Buy, 55.56% have issued a hold, while 0% have issued a Sell rating, and 0% 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 Due Diligence Score of 59, which is 28 points higher than the asset management industry average of 31. It passed 21 out of 38 due diligence checks and has strong fundamentals. Janus Henderson Group has seen its stock return 53.8% over the past year, overperforming other asset management stocks by 29 percentage points.

Janus Henderson Group has an average 1 year price target of $45.43, a downside of -1.11% from Janus Henderson Group's current stock price of $45.94.

Janus Henderson Group stock has a consensus Hold recommendation according to Wall Street analysts. Of the 7 analysts covering Janus Henderson Group, 28.57% have issued a Strong Buy rating, 0% have issued a Buy, 57.14% have issued a hold, while 0% have issued a Sell rating, and 14.29% have issued a Strong Sell.

3. Alliancebernstein Holding (NYSE:AB)


Alliancebernstein Holding (NYSE:AB) is the third best asset management stock with a Due Diligence Score of 58, which is 27 points higher than the asset management industry average of 31. It passed 21 out of 38 due diligence checks and has strong fundamentals. Alliancebernstein Holding has seen its stock return 19% over the past year, underperforming other asset management stocks by -6 percentage points.

Alliancebernstein Holding has an average 1 year price target of $41.00, an upside of 2.78% from Alliancebernstein Holding's current stock price of $39.89.

Alliancebernstein Holding stock has a consensus Strong Buy recommendation according to Wall Street analysts. Of the 4 analysts covering Alliancebernstein Holding, 50% have issued a Strong Buy rating, 25% have issued a Buy, 25% 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 72 asset management stocks that have issued dividends in the past year, the 3 asset management stocks with the highest dividend yields are:

1. Triplepoint Venture Growth Bdc (NYSE:TPVG)


Triplepoint Venture Growth Bdc (NYSE:TPVG) has an annual dividend yield of 17.97%, which is 12 percentage points higher than the asset management industry average of 6.06%. 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 789.5% indicates that its high dividend yield might not be sustainable for the long-term.

2. Portman Ridge Finance (NASDAQ:PTMN)


Portman Ridge Finance (NASDAQ:PTMN) has an annual dividend yield of 16.23%, which is 10 percentage points higher than the asset management industry average of 6.06%. Portman Ridge Finance's dividend payout is not stable, having dropped more than 10% four 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 745.9% indicates that its high dividend yield might not be sustainable for the long-term.

3. Prospect Capital (NASDAQ:PSEC)


Prospect Capital (NASDAQ:PSEC) has an annual dividend yield of 14.86%, which is 9 percentage points higher than the asset management industry average of 6.06%. 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 -276.9% 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 0.51% in the last day, and down -2.15% over the last week. Hamilton Lane was the among the top gainers in the asset management industry, gaining 5.44% yesterday.

Hamilton Lane shares are trading higher after Wells Fargo and Keefe, Bruyette & Woods raised their respective price targets on the stock.

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. Investcorp Credit Management Bdc (NASDAQ:ICMB)


Investcorp Credit Management Bdc (NASDAQ:ICMB) is the most undervalued asset management stock based on WallStreetZen's Valuation Score. Investcorp Credit Management Bdc 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.

Investcorp Credit Management Bdc's stock has dropped -12.76% in the past year. It has underperformed other stocks in the asset management industry by -37 percentage points.

2. Victory Capital Holdings (NASDAQ:VCTR)


Victory Capital Holdings (NASDAQ:VCTR) is the second most undervalued asset management stock based on WallStreetZen's Valuation Score. Victory Capital Holdings 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.

Victory Capital Holdings's stock has gained 90.41% in the past year. It has overperformed other stocks in the asset management industry by 66 percentage points.

3. Crescent Capital Bdc (NASDAQ:CCAP)


Crescent Capital Bdc (NASDAQ:CCAP) is the third most undervalued asset management stock based on WallStreetZen's Valuation Score. Crescent Capital Bdc 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.

Crescent Capital Bdc's stock has gained 21.34% in the past year. It has underperformed other stocks in the asset management industry by -3 percentage points.

Are asset management stocks a good buy now?

33.33% of asset management stocks rated by analysts are a hold right now. On average, analysts expect asset management stocks to rise by 5.58% 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 48.38x.
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.