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.

Industry: Asset Management
D
Asset Management is Zen Rated D and is the 89th ranked industry out of 145 stock market industries
Learn how the Zen Ratings work
Ticker
Company
Zen Rating
Sentiment
Market Cap
Shares
Institutional %
Insider %
Net Insider (L12M)
Net Insider (L3M)
FHI
FEDERATED HERMES INC
$3.65B79,102,85763.72%36.28%Net SellingNet Selling
AAMI
ACADIAN ASSET MANAGEMENT INC
$1.41B35,795,27529.82%70.18%Net Buying
AMG
AFFILIATED MANAGERS GROUP INC
$5.83B28,428,88993.97%6.03%Net BuyingNet Buying
BUR
BURFORD CAPITAL LTD
$3.10B218,662,58953.57%46.43%Net SellingNet Selling
TCPC
BLACKROCK TCP CAPITAL CORP
$671.80M85,037,79723.00%1.15%Net BuyingNet Buying
WT
WISDOMTREE INC
$1.87B147,031,32965.00%35.00%Net Selling
SWKH
SWK HOLDINGS CORP
$184.17M12,269,61415.24%84.76%Net BuyingNet Buying
GECC
GREAT ELM CAPITAL CORP
$126.53M11,544,4156.51%93.49%Net SellingNet Selling
VINP
VINCI PARTNERS INVESTMENTS LTD
$604.60M64,046,35514.54%0.00%
DHIL
DIAMOND HILL INVESTMENT GROUP INC
$420.56M2,727,69166.31%22.99%Net SellingNet Buying
SEIC
SEI INVESTMENTS CO
$11.49B124,486,65852.49%47.51%Net SellingNet Selling
PAX
PATRIA INVESTMENTS LTD
$2.10B153,586,16827.26%0.00%
VRTS
VIRTUS INVESTMENT PARTNERS INC
$1.42B6,911,16443.70%56.30%Net SellingNet Buying
SAR
SARATOGA INVESTMENT CORP
$389.35M15,668,13116.11%42.97%
IVZ
INVESCO LTD
$7.80B447,556,28660.36%39.64%Net Selling
GCMG
GCM GROSVENOR INC
$2.29B194,229,68023.28%76.72%Net SellingNet Selling
GAIN
GLADSTONE INVESTMENT CORPORATION
$519.41M36,837,38114.51%2.61%
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC
$3.30B70,427,67489.68%10.32%Net SellingNet Selling
JHG
JANUS HENDERSON GROUP PLC
$6.50B157,557,81247.63%52.37%Net BuyingNet Buying
GBDC
GOLUB CAPITAL BDC INC
$4.05B266,387,61641.86%24.49%Net SellingNet Selling
VCTR
VICTORY CAPITAL HOLDINGS INC
$4.35B67,236,28752.83%47.17%Net BuyingNet Buying
OXSQ
OXFORD SQUARE CAPITAL CORP
$162.73M71,374,9696.36%10.12%
FDUS
FIDUS INVESTMENT CORP
$742.60M35,011,88025.17%3.81%
BBUC
BROOKFIELD BUSINESS CORP
$2.17B72,954,44687.63%0.00%
PX
P10 INC
$1.21B112,124,47641.41%29.09%Net SellingNet Selling
FSK
FS KKR CAPITAL CORP
$6.10B280,066,43328.21%1.71%Net SellingNet Buying
CG
CARLYLE GROUP INC
$21.07B361,135,88162.11%33.99%Net SellingNet Buying
SII
SPROTT INC
$1.83B25,801,64438.95%10.09%Net Selling
PSEC
PROSPECT CAPITAL CORP
$1.51B451,534,75212.84%29.17%Net BuyingNet Buying
NOAH
NOAH HOLDINGS LTD
$817.77M335,153,3598.08%0.00%
NMFC
NEW MOUNTAIN FINANCE CORP
$1.16B107,851,41529.69%8.58%Net Buying
GSBD
GOLDMAN SACHS BDC INC
$1.38B117,297,22229.89%5.75%Net Selling
ALTI
ALTI GLOBAL INC
$590.08M144,983,91020.36%61.11%Net SellingNet Selling
TSLX
SIXTH STREET SPECIALTY LENDING INC
$2.29B93,964,35850.67%10.32%Net Buying
HTGC
HERCULES CAPITAL INC
$3.32B175,426,12922.99%7.58%Net BuyingNet Buying
BEN
FRANKLIN RESOURCES INC
$13.07B525,521,29553.16%43.81%Net Buying
TRIN
TRINITY CAPITAL INC
$931.62M64,650,80125.10%6.51%Net SellingNet Selling
HRZN
HORIZON TECHNOLOGY FINANCE CORP
$334.14M40,354,9637.93%7.34%Net Buying
WHG
WESTWOOD HOLDINGS GROUP INC
$157.30M9,379,68040.93%59.07%Net SellingNet Selling
BCSF
BAIN CAPITAL SPECIALTY FINANCE INC
$1.00B64,868,50751.12%18.73%Net Buying
MFIC
MIDCAP FINANCIAL INVESTMENT CORP
$1.23B93,303,62229.67%1.63%Net Buying
BXSL
BLACKSTONE SECURED LENDING FUND
$7.23B228,009,98934.49%0.10%Net BuyingNet Buying
TPVG
TRIPLEPOINT VENTURE GROWTH BDC CORP
$286.06M40,232,82910.81%2.23%Net Buying
TROW
PRICE T ROWE GROUP INC
$22.36B220,316,08877.05%10.60%Net SellingNet Buying
PTMN
PORTMAN RIDGE FINANCE CORP
$117.34M9,202,8706.98%93.02%Net BuyingNet Buying
PNNT
PENNANTPARK INVESTMENT CORP
$467.52M65,296,09421.48%8.63%Net BuyingNet Buying
AB
ALLIANCEBERNSTEIN HOLDING LP
$4.58B110,699,69923.42%40.06%Net BuyingNet Selling
TPG
TPG INC
$20.56B369,567,06325.90%4.67%Net SellingNet Selling
WHF
WHITEHORSE FINANCE INC
$207.33M23,243,08814.73%63.07%Net Buying
OFS
OFS CAPITAL CORP
$115.22M13,398,0786.59%93.41%
BX
BLACKSTONE INC
$118.20B729,647,97068.92%9.02%Net SellingNet Selling
BLK
BLACKROCK INC
$170.67B154,926,18161.13%38.87%Net SellingNet Selling
AMP
AMERIPRISE FINANCIAL INC
$51.07B95,222,67359.70%40.30%Net Selling
ARES
ARES MANAGEMENT CORP
$57.93B326,579,38355.75%4.59%Net SellingNet Selling
CSWC
CAPITAL SOUTHWEST CORP
$1.25B53,710,75031.58%21.40%Net SellingNet Selling
GLAD
GLADSTONE CAPITAL CORP
$636.85M22,329,85210.16%10.33%Net Selling
BK
BANK OF NEW YORK MELLON CORP
$67.05B715,434,28582.62%17.38%Net SellingNet Selling
SLRC
SLR INVESTMENT CORP
$895.79M54,554,63430.55%27.71%Net Buying
BAM
BROOKFIELD ASSET MANAGEMENT LTD
$90.50B1,612,564,52718.00%0.00%
SAMG
SILVERCREST ASSET MANAGEMENT GROUP INC
$219.38M13,409,68743.86%56.14%
MRCC
MONROE CAPITAL CORP
$139.10M21,666,34016.25%3.25%
OWL
BLUE OWL CAPITAL INC
$29.27B1,547,965,57033.92%66.08%Net Selling
CNS
COHEN & STEERS INC
$3.91B50,979,15732.27%67.73%Net SellingNet Selling
STT
STATE STREET CORP
$31.24B285,181,61289.92%2.94%Net SellingNet Selling
CGBD
CARLYLE SECURED LENDING INC
$1.03B72,902,98125.28%2.17%Net Buying
WTF
WATON FINANCIAL LTD
N/A48,206,2220.00%0.00%
SSSS
SURO CAPITAL CORP
$195.48M23,551,85925.91%17.74%Net BuyingNet Buying
STEP
STEPSTONE GROUP INC
$6.96B116,418,35359.16%40.84%Net SellingNet Selling
MAIN
MAIN STREET CAPITAL CORP
$5.61B89,029,36121.16%7.62%Net SellingNet Selling
CCAP
CRESCENT CAPITAL BDC INC
$546.29M37,061,54734.24%65.76%
SCM
STELLUS CAPITAL INVESTMENT CORP
$425.39M28,416,14811.87%5.90%
CRBG
COREBRIDGE FINANCIAL INC
$18.98B550,265,57964.89%35.11%Net SellingNet Selling
PFLT
PENNANTPARK FLOATING RATE CAPITAL LTD
$1.07B99,217,89625.76%1.38%Net BuyingNet Buying
BN
BROOKFIELD CORP
$103.95B1,645,830,20060.85%0.00%
MAAS
MAASE INC
$17.39M4,139,4178.42%0.00%
NTRS
NORTHERN TRUST CORP
$24.49B194,538,57584.76%6.50%Net SellingNet Selling
PFG
PRINCIPAL FINANCIAL GROUP INC
$18.02B224,190,77473.25%2.03%Net Selling
ARCC
ARES CAPITAL CORP
$15.75B689,632,27331.39%1.08%Net Buying
HLNE
HAMILTON LANE INC
$8.11B53,553,11846.01%53.99%Net Selling
APO
APOLLO GLOBAL MANAGEMENT INC
$84.11B571,494,23461.96%35.43%Net SellingNet Selling
CION
CION INVESTMENT CORP
$517.92M52,687,46436.63%0.82%Net BuyingNet Buying
KKR
KKR & CO INC
$125.63B890,641,90358.78%19.26%Net SellingNet Selling
INV
INNVENTURE INC
$249.25M53,487,2943.82%51.62%Net BuyingNet Buying
AMOD
ALPHA MODUS HOLDINGS INC
$16.32M13,828,8065.55%31.55%
EQS
EQUUS TOTAL RETURN INC
$18.88M13,586,1730.34%99.66%
TGE
GENERATION ESSENTIALS GROUP
$124.31M19,125,00063.09%0.00%
RAND
RAND CAPITAL CORP
$51.79M2,969,8140.75%99.25%Net BuyingNet Buying
STEC
SANTECH HOLDINGS LTD
$22.40M56,000,0000.15%0.00%
RMCO
ROYALTY MANAGEMENT HOLDING CORP
$19.87M14,938,1281.22%25.38%Net Buying
PWM
PRESTIGE WEALTH INC
$5.96M14,466,6660.51%0.00%
LRFC
LOGAN RIDGE FINANCE CORP
$50.46M2,655,97330.09%49.93%Net BuyingNet Buying
BCG
BINAH CAPITAL GROUP INC
$32.54M16,602,4601.83%59.80%Net BuyingNet Buying
BENF
BENEFICIENT
$2.69M8,658,95013.13%29.72%Net Selling
AC
ASSOCIATED CAPITAL GROUP INC
$786.74M21,137,6776.76%5.87%
GEG
GREAT ELM GROUP INC
$57.84M27,940,4765.89%94.11%Net Selling
GROW
U S GLOBAL INVESTORS INC
$32.21M13,146,08022.89%13.19%Net BuyingNet Buying
CWD
CALIBERCOS INC
$4.58M1,302,0533.06%96.94%Net Buying
AMTD
AMTD IDEA GROUP
$83.20M488,450,4970.08%0.00%
MGLD
MARYGOLD COMPANIES INC
$35.13M42,836,7510.51%86.48%Net BuyingNet Buying
ICMB
INVESTCORP CREDIT MANAGEMENT BDC INC
$41.08M14,414,0334.45%77.39%Net Buying

Asset Management Stocks FAQ

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

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. Federated Hermes (NYSE:FHI)


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: B, Safety: C, Financials: A, and AI: C.

Federated Hermes (NYSE:FHI) has a Due Diligence Score of 48, which is 15 points higher than the asset management industry average of 33.

FHI passed 18 out of 38 due diligence checks and has strong fundamentals. Federated Hermes has seen its stock return 37.06% over the past year, overperforming other asset management stocks by 28 percentage points.

Federated Hermes has an average 1 year price target of $41.80, a downside of -9.5% from Federated Hermes's current stock price of $46.19.

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.

2. Acadian Asset Management (NYSE:AAMI)


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: B, Sentiment: A, Safety: C, Financials: B, and AI: B.

Acadian Asset Management (NYSE:AAMI) has a Due Diligence Score of 44, which is 11 points higher than the asset management industry average of 33.

AAMI passed 18 out of 38 due diligence checks and has strong fundamentals. Acadian Asset Management has seen its stock return 67.52% over the past year, overperforming other asset management stocks by 58 percentage points.

Acadian Asset Management has an average 1 year price target of $30.33, a downside of -22.82% from Acadian Asset Management's current stock price of $39.30.

Acadian Asset Management stock has a consensus Hold recommendation according to Wall Street analysts. Of the 3 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.

3. Affiliated Managers Group (NYSE:AMG)


Affiliated Managers Group (NYSE:AMG) 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 Affiliated Managers Group (NYSE:AMG) is: Value: B, Growth: C, Momentum: C, Sentiment: C, Safety: C, Financials: B, and AI: C.

Affiliated Managers Group (NYSE:AMG) has a Due Diligence Score of 45, which is 12 points higher than the asset management industry average of 33.

AMG passed 18 out of 38 due diligence checks and has strong fundamentals. Affiliated Managers Group has seen its stock return 24.16% over the past year, overperforming other asset management stocks by 15 percentage points.

Affiliated Managers Group has an average 1 year price target of $202.60, a downside of -1.15% from Affiliated Managers Group's current stock price of $204.95.

Affiliated Managers Group stock has a consensus Buy recommendation according to Wall Street analysts. Of the 5 analysts covering Affiliated Managers Group, 40% have issued a Strong Buy rating, 20% have issued a Buy, 40% 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. Noah Holdings (NYSE:NOAH)


Noah Holdings (NYSE:NOAH) has an annual dividend yield of N/A, which is N/A percentage points lower than the asset management industry average of 6.33%. 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. Portman Ridge Finance (NASDAQ:PTMN)


Portman Ridge Finance (NASDAQ:PTMN) has an annual dividend yield of 18.75%, which is 12 percentage points higher than the asset management industry average of 6.33%. Portman Ridge Finance's dividend payout is not stable, having dropped more than 10% six 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 -231% 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 17.91%, which is 12 percentage points higher than the asset management industry average of 6.33%. 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 -73.3% 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 -0.6% in the last day, and up 1.83% 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 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. Virtus Investment Partners (NYSE:VRTS)


Virtus Investment Partners (NYSE:VRTS) 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.

Virtus Investment Partners 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.

Virtus Investment Partners's stock has dropped -10.88% in the past year. It has underperformed other stocks in the asset management industry by -20 percentage points.

2. Trinity Capital (NASDAQ:TRIN)


Trinity Capital (NASDAQ:TRIN) 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.

Trinity Capital has a valuation score of 43, which is 4 points higher than the asset management industry average of 39. It passed 3 out of 7 valuation due diligence checks.

Trinity Capital's stock has gained 2.34% in the past year. It has underperformed other stocks in the asset management industry by -7 percentage points.

3. Triplepoint Venture Growth Bdc (NYSE:TPVG)


Triplepoint Venture Growth Bdc (NYSE:TPVG) 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.

Triplepoint Venture Growth 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.

Triplepoint Venture Growth Bdc's stock has dropped -12.97% in the past year. It has underperformed other stocks in the asset management industry by -22 percentage points.

Are asset management stocks a good buy now?

35.71% of asset management stocks rated by analysts are a hold right now. On average, analysts expect asset management stocks to rise by 0.4% over the next year.

1.2% of asset management stocks have a Zen Rating of A (Strong Buy), 3.61% of asset management stocks are rated B (Buy), 80.72% are rated C (Hold), 12.05% are rated D (Sell), and 2.41% 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 141.83x.
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.