Sectors & Industries Financial 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 +32.52% per year, and are the best asset management stocks to buy now. Learn More.

Industry: Asset Management

Overview Zen Rating Price Value Growth Financials Momentum Sentiment

Asset Management is Zen Rated F and is the 118th ranked industry out of 145 stock market industries

Ticker	Company	Market Cap	Shares	Institutional %	Insider %	Net Insider (L12M)	Net Insider (L3M)
AAMI	ACADIAN ASSET MANAGEMENT INC	$2.45B	35,628,988	27.79%	72.21%	Net Selling	Net Selling
AMG	AFFILIATED MANAGERS GROUP INC	$8.00B	26,412,085	93.04%	6.96%	Net Buying	Net Selling
SII	SPROTT INC	$3.63B	25,782,581	51.93%	10.10%
BEN	FRANKLIN RESOURCES INC	$16.13B	519,637,162	53.13%	44.49%	Net Buying
SSSS	SURO CAPITAL CORP	$344.65M	26,070,208	19.96%	16.56%	Net Selling	Net Selling
VCTR	VICTORY CAPITAL HOLDINGS INC	$5.34B	62,531,106	54.95%	45.05%	Net Buying	Net Buying
NOAH	NOAH HOLDINGS LTD	$726.84M	335,258,287	7.84%	36.90%
WT	WISDOMTREE INC	$2.92B	152,941,267	69.29%	30.71%	Net Selling	Net Selling
NTRS	NORTHERN TRUST CORP	$29.68B	185,047,258	85.03%	6.96%	Net Selling	Net Selling
CSWC	CAPITAL SOUTHWEST CORP	$1.44B	60,162,020	24.87%	19.14%	Net Selling	Net Buying
CCAP	CRESCENT CAPITAL BDC INC	$500.30M	36,922,692	38.52%	61.48%	Net Selling
AMP	AMERIPRISE FINANCIAL INC	$41.85B	89,897,084	59.22%	40.78%	Net Selling
SEIC	SEI INVESTMENTS CO	$10.97B	120,272,976	51.51%	48.49%	Net Selling	Net Selling
HLNE	HAMILTON LANE INC	$4.96B	55,775,114	45.22%	54.78%	Net Selling	Net Buying
RPC	RIDGEPOST CAPITAL INC	$957.92M	109,476,588	46.65%	29.99%	Net Selling	Net Buying
BCIC	BCP INVESTMENT CORP	$103.35M	12,377,481	12.59%	87.41%	Net Selling	Net Selling
FHI	FEDERATED HERMES INC	$4.25B	75,912,653	65.73%	34.27%	Net Selling	Net Selling
TRIN	TRINITY CAPITAL INC	$1.53B	89,887,651	22.72%	5.70%	Net Selling	Net Selling
IVZ	INVESCO LTD	$12.23B	443,296,629	60.85%	39.15%	Net Selling	Net Selling
BLK	BLACKROCK INC	$168.40B	155,233,989	62.57%	37.43%	Net Selling	Net Selling
GLAD	GLADSTONE CAPITAL CORP	$451.18M	22,593,069	13.70%	10.28%	Net Buying
CG	CARLYLE GROUP INC	$18.23B	359,974,427	63.64%	33.79%	Net Selling	Net Selling
GCMG	GCM GROSVENOR INC	$2.30B	202,048,996	27.82%	20.02%	Net Selling	Net Selling
VRTS	VIRTUS INVESTMENT PARTNERS INC	$961.76M	6,682,122	44.18%	55.82%	Net Buying	Net Buying
HRZN	HORIZON TECHNOLOGY FINANCE CORP	$309.91M	68,261,111	5.86%	4.55%
PSEC	PROSPECT CAPITAL CORP	$1.24B	501,007,653	16.22%	27.05%	Net Buying	Net Buying
VINP	VINCI COMPASS INVESTMENTS LTD	$713.10M	65,422,098	15.14%	36.01%	Net Selling	Net Selling
ALTI	ALTI GLOBAL INC	$583.11M	150,673,150	21.27%	60.40%	Net Selling
STT	STATE STREET CORP	$41.37B	276,767,033	93.59%	3.08%	Net Selling	Net Selling
AB	ALLIANCEBERNSTEIN HOLDING LP	$3.65B	93,403,853	15.63%	26.53%	Net Selling	Net Selling
TROW	PRICE T ROWE GROUP INC	$22.57B	214,266,606	85.55%	10.95%	Net Selling	Net Buying
STEP	STEPSTONE GROUP INC	$6.64B	119,161,678	62.47%	37.53%	Net Selling	Net Selling
FDUS	FIDUS INVESTMENT CORP	$751.12M	37,954,364	26.49%	3.51%
CNS	COHEN & STEERS INC	$3.74B	51,405,607	31.01%	68.99%	Net Buying	Net Selling
GECC	GREAT ELM CAPITAL CORP	$84.32M	13,892,045	8.88%	91.12%	Net Selling
PAX	PATRIA INVESTMENTS LTD	$1.97B	159,468,552	29.88%	1.56%
APAM	ARTISAN PARTNERS ASSET MANAGEMENT INC	$2.70B	70,993,257	89.89%	10.11%	Net Selling	Net Selling
BN	BROOKFIELD CORP	$116.61B	2,476,767,072	62.07%	0.00%
BAM	BROOKFIELD ASSET MANAGEMENT LTD	$79.46B	1,596,786,435	93.39%	0.00%
KKR	KKR & CO INC	$92.05B	897,872,941	60.50%	19.19%	Net Selling	Net Buying
CGBD	CARLYLE SECURED LENDING INC	$814.20M	70,676,923	37.42%	2.25%	Net Buying	Net Buying
OWL	BLUE OWL CAPITAL INC	$16.46B	1,559,050,309	36.45%	63.55%	Net Buying	Net Selling
PNNT	PENNANTPARK INVESTMENT CORP	$298.40M	65,296,094	20.31%	8.49%	Net Selling	Net Buying
HTGC	HERCULES CAPITAL INC	$3.02B	187,118,590	26.60%	7.35%	Net Buying	Net Buying
BK	BANK OF NEW YORK MELLON CORP	$89.57B	686,379,045	82.16%	17.84%	Net Selling	Net Selling
BCSF	BAIN CAPITAL SPECIALTY FINANCE INC	$886.10M	64,868,507	52.77%	18.75%	Net Buying	Net Buying
WHF	WHITEHORSE FINANCE INC	$165.98M	21,611,392	16.81%	68.32%	Net Buying	Net Buying
MFIC	MIDCAP FINANCIAL INVESTMENT CORP	$962.11M	82,372,628	38.48%	1.83%	Net Selling
NMFC	NEW MOUNTAIN FINANCE CORP	$782.07M	94,452,390	35.64%	6.60%	Net Buying	Net Buying
PFG	PRINCIPAL FINANCIAL GROUP INC	$21.71B	216,012,384	74.36%	2.15%	Net Selling	Net Selling
SAMG	SILVERCREST ASSET MANAGEMENT GROUP INC	$157.21M	11,794,015	38.15%	61.85%	Net Buying
GAIN	GLADSTONE INVESTMENT CORPORATION	$663.43M	39,821,967	16.65%	2.41%
GSBD	GOLDMAN SACHS BDC INC	$1.04B	112,569,067	34.03%	6.06%	Net Buying	Net Buying
CION	CION INVESTMENT CORP	$362.96M	49,789,210	38.96%	0.87%	Net Buying
TPVG	TRIPLEPOINT VENTURE GROWTH BDC CORP	$234.26M	40,598,981	11.03%	12.46%	Net Buying
BX	BLACKSTONE INC	$91.95B	742,879,807	68.86%	8.97%	Net Selling	Net Selling
MAIN	MAIN STREET CAPITAL CORP	$5.02B	92,989,838	23.21%	7.52%	Net Selling	Net Selling
PFLT	PENNANTPARK FLOATING RATE CAPITAL LTD	$885.02M	99,217,896	22.46%	1.40%	Net Buying	Net Buying
TPG	TPG INC	$17.15B	384,312,344	34.09%	4.48%	Net Selling	Net Selling
OFS	OFS CAPITAL CORP	$52.12M	13,398,078	5.10%	94.90%
SCM	STELLUS CAPITAL INVESTMENT CORP	$282.24M	28,947,254	14.34%	6.21%	Net Buying	Net Buying
NCDL	NUVEEN CHURCHILL DIRECT LENDING CORP	$674.63M	49,387,065	35.28%	14.48%	Net Buying	Net Buying
BXSL	BLACKSTONE SECURED LENDING FUND	$5.63B	232,652,003	36.60%	0.11%	Net Buying	Net Buying
SAR	SARATOGA INVESTMENT CORP	$360.33M	16,267,748	12.83%	41.46%
PSBD	PALMER SQUARE CAPITAL BDC INC	$342.02M	31,120,814	52.52%	20.77%	Net Selling
ARCC	ARES CAPITAL CORP	$13.65B	718,022,845	33.26%	1.05%	Net Buying
SLRC	SLR INVESTMENT CORP	$735.94M	54,554,634	32.52%	28.17%	Net Buying	Net Buying
FSK	FS KKR CAPITAL CORP	$3.04B	280,066,433	32.75%	1.72%	Net Buying	Net Buying
TCPC	BLACKROCK TCP CAPITAL CORP	$351.55M	83,902,775	24.78%	1.28%	Net Buying	Net Buying
GBDC	GOLUB CAPITAL BDC INC	$3.43B	260,495,181	46.17%	25.05%	Net Selling
TSLX	SIXTH STREET SPECIALTY LENDING INC	$1.70B	95,019,600	52.83%	13.71%	Net Buying	Net Buying
ARES	ARES MANAGEMENT CORP	$28.03B	222,028,421	93.68%	5.74%	Net Selling	Net Buying
BUR	BURFORD CAPITAL LTD	$1.13B	219,069,315	56.02%	43.98%	Net Selling	Net Selling
APO	APOLLO GLOBAL MANAGEMENT INC	$76.79B	576,517,513	65.05%	34.95%	Net Selling	Net Selling
INV	INNVENTURE INC	$560.49M	80,069,319	20.99%	45.13%	Net Selling	Net Selling
OXSQ	OXFORD SQUARE CAPITAL CORP	$170.22M	93,527,087	4.39%	7.72%
MLCI	MOUNT LOGAN CAPITAL INC	$44.45M	11,196,169	26.17%	4.01%
AMTD	AMTD IDEA GROUP	$101.65M	574,233,326	0.06%	0.00%
HNNA	HENNESSY ADVISORS INC	$81.08M	7,902,394	14.02%	44.90%	Net Selling
GEG	GREAT ELM GROUP INC	$67.10M	31,357,008	4.50%	95.50%	Net Selling
CRBG	COREBRIDGE FINANCIAL INC	$12.47B	456,733,121	70.39%	29.61%	Net Selling	Net Selling
PS	PERSHING SQUARE INC	N/A	400,000,000	0.00%	59.69%	Net Buying	Net Buying
ICMB	INVESTCORP CREDIT MANAGEMENT BDC INC	$24.39M	14,432,472	8.15%	77.29%
CWD	CALIBERCOS INC	$7.05M	7,053,062	0.55%	99.45%
TGE	GENERATION ESSENTIALS GROUP	$47.01M	48,461,070	0.11%	0.00%
BVC	BITVENTURES LTD	$73.49M	15,975,000	0.18%	0.52%
MAAS	MAASE INC	$152.17M	15,917,241	0.00%	0.00%
PFX	PHENIXFIN CORP	$78.15M	1,932,600	4.41%	95.59%	Net Buying	Net Buying
EQS	EQUUS TOTAL RETURN INC	$18.02M	13,966,696	0.34%	99.66%	Net Buying
RMCO	ROYALTY MANAGEMENT HOLDING CORP	$42.42M	15,149,705	2.01%	25.03%
RAND	RAND CAPITAL CORP	$32.91M	2,969,814	0.72%	99.28%	Net Buying
AURE	AURELION INC	$18.51M	7,875,065	94.43%	5.57%
BCG	BINAH CAPITAL GROUP INC	$35.77M	16,716,000	1.82%	59.99%	Net Buying
ALP	ALPHATON CAPITAL CORP	$1.38M	5,739,000	0.53%	4.25%
BENF	BENEFICIENT	$48.90M	14,213,730	3.71%	30.40%
WHG	WESTWOOD HOLDINGS GROUP INC	$155.79M	9,487,978	41.49%	58.51%	Net Selling	Net Selling
GROW	U S GLOBAL INVESTORS INC	$32.89M	12,552,760	35.51%	13.91%	Net Buying	Net Buying
WTF	WATON FINANCIAL LTD	$188.13M	48,237,472	0.36%	86.84%
MGLD	MARYGOLD COMPANIES INC	$48.38M	42,811,212	0.72%	86.73%	Net Buying
JHG	JANUS HENDERSON GROUP PLC	$7.96B	154,075,608	46.90%	53.10%	Net Buying	Net Selling

Asset Management Stocks FAQ

What are the best asset management stocks to buy right now in May 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 +32.52% 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: C.

Acadian Asset Management (NYSE:AAMI) has a Due Diligence Score of 35, which is 4 points higher than the asset management industry average of 31.

AAMI passed 14 out of 38 due diligence checks and has average fundamentals. Acadian Asset Management has seen its stock return 132.64% over the past year, overperforming other asset management stocks by 124 percentage points.

Acadian Asset Management has an average 1 year price target of $62.50, a downside of -8.93% from Acadian Asset Management's current stock price of $68.63.

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. Affiliated Managers Group (NYSE:AMG)

Affiliated Managers Group (NYSE:AMG) 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 +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: B.

Affiliated Managers Group (NYSE:AMG) has a Due Diligence Score of 45, which is 14 points higher than the asset management industry average of 31.

AMG passed 18 out of 38 due diligence checks and has strong fundamentals. Affiliated Managers Group has seen its stock return 67.15% over the past year, overperforming other asset management stocks by 59 percentage points.

Affiliated Managers Group has an average 1 year price target of $386.67, an upside of 27.7% from Affiliated Managers Group's current stock price of $302.80.

Affiliated Managers Group stock has a consensus Strong Buy recommendation according to Wall Street analysts. Of the 3 analysts covering Affiliated Managers Group, 66.67% have issued a Strong Buy rating, 33.33% have issued a Buy, 0% have issued a hold, while 0% have issued a Sell rating, and 0% have issued a Strong Sell.

3. Sprott (NYSE:SII)

Sprott (NYSE:SII) 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 +19.88% per year. Learn more.

The Component Grade breakdown for Sprott (NYSE:SII) is: Value: D, Growth: B, Momentum: B, Sentiment: B, Safety: D, Financials: B, and AI: C.

Sprott (NYSE:SII) has a Due Diligence Score of 34, which is 3 points higher than the asset management industry average of 31.

SII passed 14 out of 38 due diligence checks and has average fundamentals. Sprott has seen its stock return 161.53% over the past year, overperforming other asset management stocks by 153 percentage points.

Sprott has an average 1 year price target of $230.00, an upside of 63.34% from Sprott's current stock price of $140.81.

Sprott stock has a consensus Buy recommendation according to Wall Street analysts. Of the 1 analyst covering Sprott, 0% have issued a Strong Buy rating, 100% have issued a Buy, 0% 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 78 asset management stocks that have issued dividends in the past year, the 3 asset management stocks with the highest dividend yields are:

1. Horizon Technology Finance (NASDAQ:HRZN)

Horizon Technology Finance (NASDAQ:HRZN) has an annual dividend yield of 26.87%, which is 18 percentage points higher than the asset management industry average of 9.05%. Horizon Technology Finance's dividend payout is not stable, having dropped more than 10% seven times in the last 10 years. Horizon Technology Finance's dividend has not shown consistent growth over the last 10 years.

Horizon Technology Finance's dividend payout ratio of 249% indicates that its high dividend yield might not be sustainable for the long-term.

2. Ofs Capital (NASDAQ:OFS)

Ofs Capital (NASDAQ:OFS) has an annual dividend yield of 26.22%, which is 17 percentage points higher than the asset management industry average of 9.05%. Ofs Capital's dividend payout is not stable, having dropped more than 10% two times in the last 10 years. Ofs Capital's dividend has not shown consistent growth over the last 10 years.

Ofs Capital's dividend payout ratio of -36.6% 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 23.87%, which is 15 percentage points higher than the asset management industry average of 9.05%. 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 up?

Asset management stocks were up 1.26% in the last day, and up 1.38% 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 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 A. 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 38 points higher than the asset management industry average of 33. It passed 5 out of 7 valuation due diligence checks.

Virtus Investment Partners's stock has dropped -13.55% in the past year. It has underperformed other stocks in the asset management industry by -22 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 10 points higher than the asset management industry average of 33. It passed 3 out of 7 valuation due diligence checks.

Triplepoint Venture Growth Bdc's stock has dropped -8.56% in the past year. It has underperformed other stocks in the asset management industry by -17 percentage points.

3. Bcp Investment (NASDAQ:BCIC)

Bcp Investment (NASDAQ:BCIC) 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.

Bcp Investment has a valuation score of 43, which is 10 points higher than the asset management industry average of 33. It passed 3 out of 7 valuation due diligence checks.

Bcp Investment's stock has dropped -32.39% in the past year. It has underperformed other stocks in the asset management industry by -41 percentage points.

Are asset management stocks a good buy now?

36.23% of asset management stocks rated by analysts are a buy right now. On average, analysts expect asset management stocks to rise by 15.19% over the next year.

1.3% of asset management stocks have a Zen Rating of A (Strong Buy), 3.9% of asset management stocks are rated B (Buy), 71.43% are rated C (Hold), 20.78% are rated D (Sell), and 2.6% 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 37.16x.

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.

Sectors & Industries Financial 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 +32.52% per year, and are the best asset management stocks to buy now. Learn More.

Asset Management Stocks FAQ

1. Acadian Asset Management (NYSE:AAMI)

2. Affiliated Managers Group (NYSE:AMG)

3. Sprott (NYSE:SII)

1. Horizon Technology Finance (NASDAQ:HRZN)

2. Ofs Capital (NASDAQ:OFS)

3. Blackrock Tcp Capital (NASDAQ:TCPC)

1. Virtus Investment Partners (NYSE:VRTS)

2. Triplepoint Venture Growth Bdc (NYSE:TPVG)

3. Bcp Investment (NASDAQ:BCIC)

Company

Stock Tools

Stock Ideas

Sectors & IndustriesFinancial ServicesAsset ManagementBest 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 +32.52% per year, and are the best asset management stocks to buy now. Learn More.

Asset Management Stocks FAQ

1. Acadian Asset Management (NYSE:AAMI)

2. Affiliated Managers Group (NYSE:AMG)

3. Sprott (NYSE:SII)

1. Horizon Technology Finance (NASDAQ:HRZN)

2. Ofs Capital (NASDAQ:OFS)

3. Blackrock Tcp Capital (NASDAQ:TCPC)

1. Virtus Investment Partners (NYSE:VRTS)

2. Triplepoint Venture Growth Bdc (NYSE:TPVG)

3. Bcp Investment (NASDAQ:BCIC)

Company

Stock Tools

Stock Ideas

Sectors & Industries Financial 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 +32.52% per year, and are the best asset management stocks to buy now. Learn More.