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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
Country
Market Cap
Shares
Institutional %
Insider %
Net Insider (L12M)
Net Insider (L3M)
GROW
U S GLOBAL INVESTORS INC
United States
$42.21M14,309,33525.81%11.93%Net BuyingNet Buying
VCTR
VICTORY CAPITAL HOLDINGS INC
United States
$2.12B65,989,42957.04%42.96%Net SellingNet Buying
JHG
JANUS HENDERSON GROUP PLC
United Kingdom
$4.34B165,657,90547.76%52.24%Net Selling
AMK
ASSETMARK FINANCIAL HOLDINGS INC
United States
$1.90B74,265,35827.23%72.77%Net Selling
HLNE
HAMILTON LANE INC
United States
$5.28B54,009,58338.63%61.37%Net SellingNet Selling
GEG
GREAT ELM GROUP INC
United States
$65.15M31,174,6058.33%91.67%Net BuyingNet Buying
VRTS
VIRTUS INVESTMENT PARTNERS INC
United States
$1.41B7,184,98944.62%55.38%Net Selling
SII
SPROTT INC
Canada
$818.96M25,167,77326.03%0.00%
BX
BLACKSTONE INC
United States
$79.84B710,544,66769.11%9.05%Net SellingNet Selling
WHF
WHITEHORSE FINANCE INC
United States
$282.40M23,243,08812.50%46.44%Net Buying
CCAP
CRESCENT CAPITAL BDC INC
United States
$618.19M37,061,54731.00%69.00%
SEIC
SEI INVESTMENTS CO
United States
$7.72B131,587,69352.23%47.77%Net SellingNet Selling
AB
ALLIANCEBERNSTEIN HOLDING LP
United States
$3.24B111,796,87316.88%26.22%Net Buying
NTRS
NORTHERN TRUST CORP
United States
$16.41B207,036,37080.60%5.90%Net SellingNet Buying
STT
STATE STREET CORP
United States
$22.47B308,583,51187.55%2.59%Net SellingNet Selling
FHI
FEDERATED HERMES INC
United States
$2.74B86,254,85065.10%34.90%Net SellingNet Buying
MAIN
MAIN STREET CAPITAL CORP
United States
$3.46B83,745,16520.95%8.07%Net SellingNet Buying
CSWC
CAPITAL SOUTHWEST CORP
United States
$899.70M39,951,11821.25%27.68%Net SellingNet Selling
AMTD
AMTD IDEA GROUP
Cayman Islands
$113.51M377,604,1890.42%0.00%
GLAD
GLADSTONE CAPITAL CORP
United States
$442.49M43,508,89715.84%4.73%
WHG
WESTWOOD HOLDINGS GROUP INC
United States
$100.60M9,145,66351.73%48.27%Net SellingNet Selling
GSBD
GOLDMAN SACHS BDC INC
United States
$1.61B109,563,52528.56%6.15%Net Buying
BCSF
BAIN CAPITAL SPECIALTY FINANCE INC
United States
$977.47M64,562,26550.20%18.81%
HNNA
HENNESSY ADVISORS INC
United States
$48.50M7,578,6529.56%77.91%Net SellingNet Selling
IVZ
INVESCO LTD
United States
$6.42B449,554,39952.91%47.09%Net Selling
VINP
VINCI PARTNERS INVESTMENTS LTD
Brazil
$574.26M56,913,58816.57%0.00%
WT
WISDOMTREE INC
United States
$978.68M150,335,35860.11%39.89%Net Selling
GAIN
GLADSTONE INVESTMENT CORPORATION
United States
$487.08M33,895,67511.92%2.83%Net BuyingNet Buying
ARCC
ARES CAPITAL CORP
United States
$11.29B569,436,64029.11%1.28%Net Buying
CGBD
CARLYLE SECURED LENDING INC
United States
$760.40M50,794,94121.92%2.73%Net Buying
FSK
FS KKR CAPITAL CORP
United States
$5.53B280,066,43332.06%1.61%Net Buying
BKCC
BLACKROCK CAPITAL INVESTMENT CORP
United States
$277.22M72,571,90718.29%81.71%Net Selling
OFS
OFS CAPITAL CORP
United States
$143.23M13,398,0786.92%93.08%
SWKH
SWK HOLDINGS CORP
United States
$204.05M12,503,11318.79%81.21%Net BuyingNet Buying
APO
APOLLO GLOBAL MANAGEMENT INC
United States
$52.22B567,555,28455.29%32.19%Net SellingNet Selling
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC
United States
$3.01B79,960,86777.86%8.62%Net Selling
SCM
STELLUS CAPITAL INVESTMENT CORP
United States
$308.33M24,125,64216.46%6.95%
PAX
PATRIA INVESTMENTS LTD
Cayman Islands
$2.09B147,875,67134.58%0.00%
BEN
FRANKLIN RESOURCES INC
United States
$12.27B494,584,38544.34%46.00%Net BuyingNet Buying
HTGC
HERCULES CAPITAL INC
United States
$2.34B151,139,47719.20%8.50%Net SellingNet Buying
AMP
AMERIPRISE FINANCIAL INC
United States
$35.77B101,196,19260.16%39.84%Net Selling
BLK
BLACKROCK INC
United States
$111.75B148,762,47161.16%38.84%Net SellingNet Selling
MFIC
MIDCAP FINANCIAL INVESTMENT CORP
United States
$878.96M65,253,27528.22%1.97%Net Selling
TCPC
BLACKROCK TCP CAPITAL CORP
United States
$687.43M57,767,26421.91%1.29%
CG
CARLYLE GROUP INC
United States
$12.37B360,795,64856.01%34.07%Net Selling
GECC
GREAT ELM CAPITAL CORP
United States
$77.54M7,601,9589.66%90.34%Net SellingNet Buying
OWL
BLUE OWL CAPITAL INC
United States
$18.99B1,408,904,39630.15%69.85%
TRIN
TRINITY CAPITAL INC
United States
$643.92M43,625,84721.90%7.69%Net SellingNet Selling
DHIL
DIAMOND HILL INVESTMENT GROUP INC
United States
$462.25M2,878,43366.70%18.03%Net SellingNet Buying
SAMG
SILVERCREST ASSET MANAGEMENT GROUP INC
United States
$216.36M13,887,06347.52%46.25%Net BuyingNet Buying
TROW
PRICE T ROWE GROUP INC
United States
$22.38B223,470,32474.59%10.30%Net SellingNet Selling
RAND
RAND CAPITAL CORP
United States
$33.06M2,581,0210.77%99.23%Net Buying
STEP
STEPSTONE GROUP INC
United States
$2.83B110,383,49546.51%35.71%Net SellingNet Selling
GBDC
GOLUB CAPITAL BDC INC
United States
$2.52B169,594,74240.21%40.02%Net Buying
MRCC
MONROE CAPITAL CORP
United States
$152.75M21,666,34016.83%3.25%
SAR
SARATOGA INVESTMENT CORP
United States
$343.74M13,114,97717.93%51.32%Net Buying
GCMG
GCM GROSVENOR INC
United States
$1.51B187,223,80921.95%14.43%Net SellingNet Selling
HYW
HYWIN HOLDINGS LTD
China
$165.69M47,750,0000.52%0.00%
ARES
ARES MANAGEMENT CORP
United States
$34.48B307,210,41150.30%6.34%Net SellingNet Selling
PFX
PHENIXFIN CORP
United States
$79.11M2,088,5895.39%94.61%Net BuyingNet Buying
AC
ASSOCIATED CAPITAL GROUP INC
United States
$725.90M21,591,2438.35%5.75%
AMG
AFFILIATED MANAGERS GROUP INC
United States
$4.58B33,808,63692.92%3.91%Net Selling
TSLX
SIXTH STREET SPECIALTY LENDING INC
United States
$1.83B87,546,49844.95%11.03%Net Buying
PFG
PRINCIPAL FINANCIAL GROUP INC
United States
$17.60B238,412,11370.66%1.62%Net Selling
TPG
TPG INC
United States
$10.82B309,249,14212.86%3.27%Net BuyingNet Buying
BSIG
BRIGHTSPHERE INVESTMENT GROUP INC
United States
$724.32M41,508,14432.64%67.36%Net Selling
SLRC
SLR INVESTMENT CORP
United States
$825.96M54,554,63428.66%26.62%Net BuyingNet Buying
EQS
EQUUS TOTAL RETURN INC
United States
$20.41M13,518,1460.35%99.65%Net Buying
NMFC
NEW MOUNTAIN FINANCE CORP
United States
$1.30B101,439,64932.02%11.75%Net Buying
NOAH
NOAH HOLDINGS LTD
China
$890.63M34,736,14178.98%0.00%
BXSL
BLACKSTONE SECURED LENDING FUND
United States
$4.93B173,648,68729.88%0.13%Net Buying
BK
BANK OF NEW YORK MELLON CORP
United States
$37.16B769,073,27881.21%16.49%Net SellingNet Buying
CNS
COHEN & STEERS INC
United States
$2.87B49,138,62829.02%70.98%Net SellingNet Selling
KKR
KKR & CO INC
United States
$67.12B885,008,67656.33%20.14%Net Selling
PTMN
PORTMAN RIDGE FINANCE CORP
United States
$158.71M9,447,06713.63%86.37%Net SellingNet Selling
FDUS
FIDUS INVESTMENT CORP
United States
$555.13M28,453,46924.27%4.68%
PFLT
PENNANTPARK FLOATING RATE CAPITAL LTD
United States
$654.30M58,734,70222.32%2.27%
MGLD
MARYGOLD COMPANIES INC
United States
$40.56M39,383,4590.31%46.49%
OXSQ
OXFORD SQUARE CAPITAL CORP
United States
$169.16M58,129,6856.64%12.42%Net Buying
PWM
PRESTIGE WEALTH INC
Hong Kong
N/A9,000,0000.31%0.00%
HRZN
HORIZON TECHNOLOGY FINANCE CORP
United States
$411.30M33,330,5295.23%8.68%Net Buying
TPVG
TRIPLEPOINT VENTURE GROWTH BDC CORP
United States
$382.15M36,085,86213.14%2.21%Net BuyingNet Buying
SSSS
SURO CAPITAL CORP
United States
$98.82M25,209,10813.76%13.93%Net BuyingNet Buying
SFE
SAFEGUARD SCIENTIFICS INC
United States
$16.08M16,575,61836.66%37.36%Net BuyingNet Buying
JNVR
JANOVER INC
United States
$11.91M9,995,0730.27%58.80%Net BuyingNet Buying
PSEC
PROSPECT CAPITAL CORP
United States
$2.29B410,385,8478.13%18.67%Net BuyingNet Buying
CRBG
COREBRIDGE FINANCIAL INC
United States
$13.27B631,023,67834.97%58.26%Net SellingNet Selling
ICMB
INVESTCORP CREDIT MANAGEMENT BDC INC
United States
$52.97M14,394,91611.62%77.45%
PNNT
PENNANTPARK INVESTMENT CORP
United States
$421.35M65,224,50030.40%8.58%Net BuyingNet Buying
CION
CION INVESTMENT CORP
United States
$574.49M54,299,48732.87%0.58%Net BuyingNet Buying
LRFC
LOGAN RIDGE FINANCE CORP
United States
$59.83M2,675,94024.44%49.42%
BAM
BROOKFIELD ASSET MANAGEMENT LTD
Canada
$13.72B391,682,24265.59%0.00%
PUYI
PUYI INC
China
$211.21M90,472,0140.03%0.00%
BRDG
BRIDGE INVESTMENT GROUP HOLDINGS INC
United States
$886.37M118,340,38016.46%70.51%
PX
P10 INC
United States
$1.19B116,956,76227.10%6.63%Net BuyingNet Buying
ALTI
ALTI GLOBAL INC
United States
$893.19M117,990,6213.17%30.88%Net BuyingNet Buying
BBUC
BROOKFIELD BUSINESS CORP
United States
$1.33B72,955,58590.56%0.00%
AINC
ASHFORD INC
United States
$16.55M3,213,9756.95%93.05%Net Buying
BENF
BENEFICIENT
United States
$137.35M276,350,03519.56%63.20%Net Buying
BETR
BETTER HOME & FINANCE HOLDING CO
Cayman Islands
$337.81M737,585,43812.19%21.71%

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.