Sectors & IndustriesFinancial ServicesAsset Management
Best Asset Management Stocks to Buy Now (2026)
Top asset management stocks in 2026 ranked by overall Zen Rating. "A" Rated stocks have returned an average of +28.50% 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 105th 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)
AAMI
ACADIAN ASSET MANAGEMENT INC
$2.99B35,628,98828.50%71.50%Net SellingNet Selling
VCTR
VICTORY CAPITAL HOLDINGS INC
$6.12B62,531,10654.56%45.44%Net BuyingNet Buying
BEN
FRANKLIN RESOURCES INC
$16.96B519,637,16255.43%44.49%Net Buying
WHG
WESTWOOD HOLDINGS GROUP INC
$182.45M9,487,97843.97%56.03%Net SellingNet Selling
AMG
AFFILIATED MANAGERS GROUP INC
$9.00B26,412,08591.99%8.01%Net BuyingNet Buying
SII
SPROTT INC
$2.82B25,782,58165.74%10.10%
RPC
RIDGEPOST CAPITAL INC
$965.58M109,476,58841.51%30.13%Net Selling
PSEC
PROSPECT CAPITAL CORP
$1.08B501,007,65317.03%27.69%Net BuyingNet Buying
NOAH
NOAH HOLDINGS LTD
$612.21M345,101,0407.39%35.85%
SEIC
SEI INVESTMENTS CO
$11.74B120,272,97651.81%48.19%Net SellingNet Selling
WT
WISDOMTREE INC
$3.16B152,941,26769.76%30.24%Net SellingNet Selling
FHI
FEDERATED HERMES INC
$4.36B75,912,65364.79%35.21%Net SellingNet Selling
IVZ
INVESCO LTD
$13.34B443,296,62961.29%38.71%Net SellingNet Selling
NTRS
NORTHERN TRUST CORP
$34.24B185,047,25883.41%6.96%Net SellingNet Selling
NSLR
NEOSTELLAR CAPITAL CORP
$290.68M26,070,20820.57%16.91%Net SellingNet Selling
TROW
PRICE T ROWE GROUP INC
$25.20B214,266,60686.80%11.01%Net SellingNet Selling
BLK
BLACKROCK INC
$161.17B155,233,98961.16%38.84%Net SellingNet Selling
AB
ALLIANCEBERNSTEIN HOLDING LP
$3.51B93,403,85312.97%26.55%Net SellingNet Selling
AMP
AMERIPRISE FINANCIAL INC
$47.50B89,897,08458.79%41.21%Net SellingNet Selling
GCMG
GCM GROSVENOR INC
$2.56B202,048,99627.51%19.80%Net SellingNet Selling
TRIN
TRINITY CAPITAL INC
$1.61B89,887,65122.54%5.70%Net SellingNet Selling
GLAD
GLADSTONE CAPITAL CORP
$441.24M22,593,06911.31%10.28%Net Buying
PFLT
PENNANTPARK FLOATING RATE CAPITAL LTD
$709.41M99,217,89620.83%1.41%Net BuyingNet Buying
BCIC
BCP INVESTMENT CORP
$89.24M12,377,4819.49%90.51%Net SellingNet Selling
MAAS
MAASE INC
$6.39B319,841,8490.00%0.00%
KKR
KKR & CO INC
$87.19B897,872,94158.95%19.19%Net Selling
HRZN
HORIZON TECHNOLOGY FINANCE CORP
$311.27M68,261,1114.69%4.79%Net BuyingNet Buying
TCPC
BLACKROCK TCP CAPITAL CORP
$271.84M83,902,77525.31%1.28%Net Buying
PAX
PATRIA INVESTMENTS LTD
$1.78B159,468,55232.19%1.71%Net BuyingNet Buying
STT
STATE STREET CORP
$50.73B276,767,03391.92%3.08%Net SellingNet Selling
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC
$2.78B70,993,25790.15%9.85%Net Selling
CNS
COHEN & STEERS INC
$4.15B51,405,60730.47%69.53%Net BuyingNet Selling
SCM
STELLUS CAPITAL INVESTMENT CORP
$212.47M28,947,25414.11%6.25%Net BuyingNet Buying
PFG
PRINCIPAL FINANCIAL GROUP INC
$23.67B216,012,38477.83%2.17%Net SellingNet Buying
VRTS
VIRTUS INVESTMENT PARTNERS INC
$1.09B6,682,12244.11%55.89%Net BuyingNet Buying
GECC
GREAT ELM CAPITAL CORP
$73.21M13,892,0455.53%94.47%Net SellingNet Selling
VINP
VINCI COMPASS INVESTMENTS LTD
$633.94M65,422,09815.95%35.64%Net SellingNet Selling
HLNE
HAMILTON LANE INC
$4.68B55,533,81445.50%54.50%Net SellingNet Buying
CSWC
CAPITAL SOUTHWEST CORP
$1.50B62,140,72626.77%18.95%Net SellingNet Selling
FDUS
FIDUS INVESTMENT CORP
$751.12M37,954,36426.06%3.51%
HTGC
HERCULES CAPITAL INC
$3.02B187,118,59026.96%7.35%Net BuyingNet Selling
OWL
BLUE OWL CAPITAL INC
$14.64B1,559,050,30937.35%62.65%Net Buying
BNY
BANK OF NEW YORK MELLON CORP
$109.06B686,379,04581.74%18.26%Net SellingNet Buying
CION
CION INVESTMENT CORP
$307.20M49,789,21034.22%0.87%Net Buying
BCSF
BAIN CAPITAL SPECIALTY FINANCE INC
$831.61M64,868,50752.13%18.75%Net Buying
PNNT
PENNANTPARK INVESTMENT CORP
$218.09M65,296,09418.44%8.49%Net Selling
ALTI
ALTI GLOBAL INC
$510.95M151,617,84022.09%61.02%
MFIC
MIDCAP FINANCIAL INVESTMENT CORP
$791.60M82,372,62838.63%1.83%Net Selling
BX
BLACKSTONE INC
$92.23B742,879,80770.73%8.97%Net SellingNet Selling
TPVG
TRIPLEPOINT VENTURE GROWTH BDC CORP
$190.00M40,598,9819.25%12.46%Net Buying
BN
BROOKFIELD CORP
$94.18B2,234,300,00066.14%0.00%
AVAT
AVALANCHE TREASURY CORP
$23.20M45,320,44451.24%0.11%
STEP
STEPSTONE GROUP INC
$5.13B119,344,42963.15%36.85%Net SellingNet Selling
TPG
TPG INC
$16.46B384,312,34434.11%4.48%Net SellingNet Selling
WHF
WHITEHORSE FINANCE INC
$138.10M21,611,39215.79%68.70%Net BuyingNet Buying
NMFC
NEW MOUNTAIN FINANCE CORP
$663.06M94,452,39029.43%6.51%Net BuyingNet Selling
BXSL
BLACKSTONE SECURED LENDING FUND
$5.45B232,652,00335.54%0.11%Net BuyingNet Buying
CGBD
CARLYLE SECURED LENDING INC
$725.55M69,497,12836.73%2.28%Net SellingNet Selling
NCDL
NUVEEN CHURCHILL DIRECT LENDING CORP
$624.75M49,387,06530.86%14.51%Net BuyingNet Buying
ARES
ARES MANAGEMENT CORP
$26.82B222,028,42193.18%5.66%Net SellingNet Selling
INV
INNVENTURE INC
$299.20M84,044,74830.59%37.51%Net SellingNet Selling
CCAP
CRESCENT CAPITAL BDC INC
$407.88M36,845,95237.71%62.29%Net BuyingNet Buying
ARCC
ARES CAPITAL CORP
$13.61B718,022,84534.29%1.05%Net Buying
MAIN
MAIN STREET CAPITAL CORP
$5.04B92,989,83824.98%7.52%Net SellingNet Buying
GAIN
GLADSTONE INVESTMENT CORPORATION
$658.66M39,821,96717.16%2.42%Net BuyingNet Buying
PS
PERSHING SQUARE INC
$14.22B400,000,0000.00%59.69%Net BuyingNet Buying
FSK
FS KKR CAPITAL CORP
$3.08B280,066,43338.19%1.72%Net Buying
GBDC
GOLUB CAPITAL BDC INC
$3.39B260,495,18145.78%25.05%
BAM
BROOKFIELD ASSET MANAGEMENT LTD
$74.31B1,596,786,43592.79%0.00%
GSBD
GOLDMAN SACHS BDC INC
$991.73M112,569,06737.83%6.08%Net BuyingNet Buying
PSBD
PALMER SQUARE CAPITAL BDC INC
$304.36M31,120,81452.82%31.46%Net SellingNet Buying
TSLX
SIXTH STREET SPECIALTY LENDING INC
$1.63B95,019,60054.80%13.74%Net BuyingNet Buying
SLRC
SLR INVESTMENT CORP
$721.76M54,554,63432.39%28.21%Net BuyingNet Buying
SAMG
SILVERCREST ASSET MANAGEMENT GROUP INC
$116.35M11,847,76737.09%62.91%Net Buying
OXSQ
OXFORD SQUARE CAPITAL CORP
$137.48M93,527,0873.01%8.03%Net BuyingNet Buying
SAR
SARATOGA INVESTMENT CORP
$318.06M16,310,60111.81%41.35%
CG
CARLYLE GROUP INC
$16.06B359,974,42760.83%33.81%Net SellingNet Buying
APO
APOLLO GLOBAL MANAGEMENT INC
$68.26B576,517,51365.69%34.31%Net SellingNet Selling
BUR
BURFORD CAPITAL LTD
$898.18M219,069,31557.80%42.20%Net SellingNet Selling
HNNA
HENNESSY ADVISORS INC
$78.63M7,902,39414.66%44.78%Net SellingNet Selling
CRBG
COREBRIDGE FINANCIAL INC
$14.41B456,733,12167.96%32.04%Net SellingNet Selling
GEG
GREAT ELM GROUP INC
$67.42M31,357,0083.83%96.17%Net SellingNet Buying
ICMB
INVESTCORP CREDIT MANAGEMENT BDC INC
$11.26M14,432,4727.15%77.29%
ALP
ALPHA COMPUTE CORP
$5.49M23,470,87713.62%1.04%
CWD
CALIBERCOS INC
$6.45M8,840,2240.76%99.24%
BVC
BITVENTURES LTD
$89.63M8,400,0000.01%1.01%
AMTD
AMTD IDEA GROUP
$82.47M574,233,3260.06%0.00%
RMCO
ROYALTY MANAGEMENT HOLDING CORP
$32.90M15,159,5572.33%25.01%
EQS
EQUUS TOTAL RETURN INC
$16.34M13,966,6960.29%99.71%Net Buying
RAND
RAND CAPITAL CORP
$29.85M2,969,8140.37%99.63%Net Buying
BCG
BINAH CAPITAL GROUP INC
$24.21M16,810,1311.76%59.69%Net BuyingNet Buying
BENF
BENEFICIENT
$49.65M14,518,4683.86%37.33%Net Buying
OFS
OFS CAPITAL CORP
$46.49M13,398,0783.76%96.24%
GROW
U S GLOBAL INVESTORS INC
$76.19M26,271,19514.89%19.24%Net BuyingNet Buying
AURE
AURELION INC
$58.84M34,613,1557.20%4.83%
MLCI
MOUNT LOGAN CAPITAL INC
$36.81M11,188,76824.47%8.41%Net BuyingNet Buying
MGLD
MARYGOLD COMPANIES INC
$47.52M42,811,2121.46%86.73%Net Buying
TGE
GENERATION ESSENTIALS GROUP
$45.55M48,461,0700.07%0.00%
PFX
PHENIXFIN CORP
$83.86M1,932,6003.73%96.27%Net BuyingNet Buying
WTF
WATON FINANCIAL LTD
$143.27M48,237,4720.10%86.84%

Asset Management Stocks FAQ

What are the best asset management stocks to buy right now in Jul 2026?

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. Acadian Asset Management (NYSE:AAMI)


Acadian Asset Management (NYSE:AAMI) is the #1 top asset management stock out of 100 with a Zen Rating of A. Stocks with a rating of A have had an average return of +28.5% per year. Learn more.

The Component Grade breakdown for Acadian Asset Management (NYSE:AAMI) is: Value: C, Growth: B, Momentum: B, Sentiment: B, Safety: C, Financials: B, and AI: B.

Acadian Asset Management (NYSE:AAMI) has a Due Diligence Score of 37, which is 6 points higher than the asset management industry average of 31.

AAMI passed 15 out of 38 due diligence checks and has average fundamentals. Acadian Asset Management has seen its stock return 113.61% over the past year, overperforming other asset management stocks by 115 percentage points.

Acadian Asset Management has an average 1 year price target of $72.00, a downside of -14.23% from Acadian Asset Management's current stock price of $83.95.

Acadian Asset Management stock has a consensus Hold recommendation according to Wall Street analysts. Of the 4 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.

2. Victory Capital Holdings (NASDAQ:VCTR)


Victory Capital Holdings (NASDAQ:VCTR) is the #2 top asset management stock out of 100 with a Zen Rating of B. Stocks with a rating of B have had an average return of +17.17% per year. Learn more.

The Component Grade breakdown for Victory Capital Holdings (NASDAQ:VCTR) is: Value: C, Growth: B, Momentum: B, Sentiment: B, Safety: C, Financials: B, and AI: B.

Victory Capital Holdings (NASDAQ:VCTR) has a Due Diligence Score of 58, which is 27 points higher than the asset management industry average of 31.

VCTR passed 21 out of 38 due diligence checks and has strong fundamentals. Victory Capital Holdings has seen its stock return 46.15% over the past year, overperforming other asset management stocks by 48 percentage points.

Victory Capital Holdings has an average 1 year price target of $86.25, a downside of -11.92% from Victory Capital Holdings's current stock price of $97.92.

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, 25% have issued a Buy, 75% have issued a hold, while 0% have issued a Sell rating, and 0% have issued a Strong Sell.

3. Franklin Resources (NYSE:BEN)


Franklin Resources (NYSE:BEN) is the #3 top asset management stock out of 100 with a Zen Rating of B. Stocks with a rating of B have had an average return of +17.17% per year. Learn more.

The Component Grade breakdown for Franklin Resources (NYSE:BEN) is: Value: C, Growth: B, Momentum: C, Sentiment: A, Safety: A, Financials: C, and AI: C.

Franklin Resources (NYSE:BEN) has a Due Diligence Score of 37, which is 6 points higher than the asset management industry average of 31.

BEN passed 13 out of 38 due diligence checks and has average fundamentals. Franklin Resources has seen its stock return 34.39% over the past year, overperforming other asset management stocks by 36 percentage points.

Franklin Resources has an average 1 year price target of $34.67, an upside of 6.24% from Franklin Resources's current stock price of $32.63.

Franklin Resources stock has a consensus Buy recommendation according to Wall Street analysts. Of the 6 analysts covering Franklin Resources, 33.33% have issued a Strong Buy rating, 0% have issued a Buy, 50% have issued a hold, while 16.67% 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. Oxford Square Capital (NASDAQ:OXSQ)


Oxford Square Capital (NASDAQ:OXSQ) has an annual dividend yield of 28.57%, which is 19 percentage points higher than the asset management industry average of 9.41%. 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 -97.7% indicates that its high dividend yield might not be sustainable for the long-term.

2. Pennantpark Investment (NYSE:PNNT)


Pennantpark Investment (NYSE:PNNT) has an annual dividend yield of 27.54%, which is 18 percentage points higher than the asset management industry average of 9.41%. Pennantpark Investment's dividend payout is not stable, having dropped more than 10% four times in the last 10 years. Pennantpark Investment's dividend has not shown consistent growth over the last 10 years.

Pennantpark Investment's dividend payout ratio of 480% indicates that its high dividend yield might not be sustainable for the long-term.

3. Blackrock Tcp Capital (NASDAQ:TCPC)


Blackrock Tcp Capital (NASDAQ:TCPC) has an annual dividend yield of 27.16%, which is 18 percentage points higher than the asset management industry average of 9.41%. Blackrock Tcp Capital's dividend payout is not stable, having dropped more than 10% six times in the last 10 years. Blackrock Tcp Capital's dividend has not shown consistent growth over the last 10 years.

Blackrock Tcp Capital's dividend payout ratio of -67.1% 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 -0.52% in the last day, and up 0.29% 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. Noah Holdings (NYSE:NOAH)


Noah Holdings (NYSE:NOAH) 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.

Noah Holdings has a valuation score of 14, which is -16 points higher than the asset management industry average of 30. It passed 1 out of 7 valuation due diligence checks. Although this number is below the industry average, our proven quant model rates NOAH a Valuation Rating of "A".

Noah Holdings's stock has dropped -27.12% in the past year. It has underperformed other stocks in the asset management industry by -25 percentage points.

2. Triplepoint Venture Growth Bdc (NYSE:TPVG)


Triplepoint Venture Growth Bdc (NYSE:TPVG) 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.

Triplepoint Venture Growth Bdc has a valuation score of 43, which is 13 points higher than the asset management industry average of 30. It passed 3 out of 7 valuation due diligence checks.

Triplepoint Venture Growth Bdc's stock has dropped -34.64% in the past year. It has underperformed other stocks in the asset management industry by -33 percentage points.

3. Virtus Investment Partners (NYSE:VRTS)


Virtus Investment Partners (NYSE:VRTS) 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.

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

Virtus Investment Partners's stock has dropped -21.23% in the past year. It has underperformed other stocks in the asset management industry by -20 percentage points.

Are asset management stocks a good buy now?

34.72% of asset management stocks rated by analysts are a buy right now. On average, analysts expect asset management stocks to rise by 16.25% over the next year.

1.27% of asset management stocks have a Zen Rating of A (Strong Buy), 10.13% of asset management stocks are rated B (Buy), 63.29% are rated C (Hold), 24.05% are rated D (Sell), and 1.27% 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 32.33x.
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.