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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)
AMK
ASSETMARK FINANCIAL HOLDINGS INC
United States
$2.01B73,847,10626.12%73.88%Net Selling
HYW
HYWIN HOLDINGS LTD
China
$143.25M47,750,0000.63%0.00%
GROW
U S GLOBAL INVESTORS INC
United States
$48.59M14,905,09127.38%11.39%Net BuyingNet Buying
VINP
VINCI PARTNERS INVESTMENTS LTD
Brazil
$591.69M56,893,58819.04%0.00%
SAMG
SILVERCREST ASSET MANAGEMENT GROUP INC
United States
$286.76M14,295,15749.16%43.98%
VCTR
VICTORY CAPITAL HOLDINGS INC
United States
$2.16B68,509,82643.22%56.78%Net BuyingNet Buying
STT
STATE STREET CORP
United States
$33.42B366,940,14788.44%2.09%Net SellingNet Selling
HNNA
HENNESSY ADVISORS INC
United States
$74.22M7,573,7066.36%43.68%Net SellingNet Selling
VRTS
VIRTUS INVESTMENT PARTNERS INC
United States
$1.77B7,231,97345.05%54.95%Net Selling
JHG
JANUS HENDERSON GROUP PLC
United Kingdom
$4.83B165,657,90552.93%47.07%Net Buying
HLNE
HAMILTON LANE INC
United States
$4.30B53,814,82937.81%62.19%Net BuyingNet Selling
GCMG
GCM GROSVENOR INC
United States
$1.75B186,474,12523.29%12.67%Net Selling
AMP
AMERIPRISE FINANCIAL INC
United States
$37.68B106,417,19961.20%38.80%Net SellingNet Selling
SEIC
SEI INVESTMENTS CO
United States
$8.62B134,828,48152.30%47.70%Net SellingNet Selling
BK
BANK OF NEW YORK MELLON CORP
United States
$40.60B808,279,94982.30%15.64%Net SellingNet Selling
NTRS
NORTHERN TRUST CORP
United States
$20.46B208,415,67381.45%5.74%Net SellingNet Selling
FHI
FEDERATED HERMES INC
United States
$3.62B88,995,06765.66%34.34%Net SellingNet Buying
JXN
JACKSON FINANCIAL INC
United States
$3.88B83,036,97481.79%16.66%Net SellingNet Selling
AMG
AFFILIATED MANAGERS GROUP INC
United States
$6.67B37,668,63495.11%3.14%Net SellingNet Selling
TROW
PRICE T ROWE GROUP INC
United States
$28.12B223,464,81276.64%10.29%Net SellingNet Selling
WT
WISDOMTREE INC
United States
$854.20M146,518,50660.58%39.42%Net Selling
ARCC
ARES CAPITAL CORP
United States
$10.01B508,259,29332.25%1.43%Net Buying
CSWC
CAPITAL SOUTHWEST CORP
United States
$678.05M34,559,03422.54%31.48%Net SellingNet Selling
BN
BROOKFIELD CORP
Canada
$61.85B1,640,494,89960.19%0.00%
MGLD
MARYGOLD COMPANIES INC
United States
$66.95M39,383,4590.36%46.49%Net Buying
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC
United States
$2.98B79,611,56270.40%8.38%Net Selling
AB
ALLIANCEBERNSTEIN HOLDING LP
United States
$3.94B100,401,04411.44%29.17%Net SellingNet Selling
CNS
COHEN & STEERS INC
United States
$3.70B48,706,34027.16%72.84%Net SellingNet Selling
BX
BLACKSTONE INC
United States
$68.16B701,780,90062.40%9.11%Net SellingNet Selling
IVZ
INVESCO LTD
United States
$9.11B454,784,60854.85%45.15%Net BuyingNet Selling
SSSS
SURO CAPITAL CORP
United States
$115.32M28,333,66113.95%12.33%Net BuyingNet Buying
FDUS
FIDUS INVESTMENT CORP
United States
$505.12M24,437,40019.36%5.45%
SAR
SARATOGA INVESTMENT CORP
United States
$319.50M11,890,50019.75%56.70%Net Buying
BRDG
BRIDGE INVESTMENT GROUP HOLDINGS INC
United States
$1.72B114,798,34815.12%72.66%
PX
P10 INC
United States
$1.38B117,053,65823.30%0.57%
CG
CARLYLE GROUP INC
United States
$13.60B363,605,31752.70%31.83%Net SellingNet Selling
SWKH
SWK HOLDINGS CORP
United States
$246.79M12,820,34919.05%80.95%Net BuyingNet Buying
MFIC
MIDCAP FINANCIAL INVESTMENT CORP
United States
$824.03M65,451,35928.76%1.91%Net Buying
BEN
FRANKLIN RESOURCES INC
United States
$16.65B500,357,84745.40%45.01%Net BuyingNet Selling
DHIL
DIAMOND HILL INVESTMENT GROUP INC
United States
$570.00M3,015,85562.71%16.36%Net SellingNet Selling
BLK
BLACKROCK INC
United States
$113.72B150,195,57761.44%38.56%Net SellingNet Selling
ATCO
ATLAS CORP
Canada
$4.22B281,259,41760.12%4.21%
GAIN
GLADSTONE INVESTMENT CORPORATION
United States
$468.71M33,455,48512.19%2.81%Net BuyingNet Buying
STEP
STEPSTONE GROUP INC
United States
$3.33B108,778,32444.99%34.52%Net SellingNet Selling
CGBD
CARLYLE SECURED LENDING INC
United States
$778.16M51,363,79921.26%2.62%Net BuyingNet Buying
MAIN
MAIN STREET CAPITAL CORP
United States
$3.10B77,253,79318.80%8.43%Net SellingNet Buying
NOAH
NOAH HOLDINGS LTD
China
$1.27B30,079,45590.86%0.00%
LGHL
LION GROUP HOLDING LTD
Hong Kong
$28.02M50,037,8181.33%2.16%
GLAD
GLADSTONE CAPITAL CORP
United States
$367.14M35,132,6019.25%5.86%Net Buying
NEWT
NEWTEK BUSINESS SERVICES CORP
United States
$474.08M24,424,75614.92%61.76%Net BuyingNet Buying
BUR
BURFORD CAPITAL LTD
Guernsey
$1.88B218,581,87737.72%42.13%
BXSL
BLACKSTONE SECURED LENDING FUND
United States
$3.92B159,822,71631.14%0.13%Net BuyingNet Buying
RAND
RAND CAPITAL CORP
United States
$35.90M2,581,0211.05%98.95%Net BuyingNet Buying
TSLX
SIXTH STREET SPECIALTY LENDING INC
United States
$1.56B80,983,30145.27%11.91%Net Buying
GBDC
GOLUB CAPITAL BDC INC
United States
$2.36B170,895,67042.92%39.72%Net Buying
GECC
GREAT ELM CAPITAL CORP
United States
$71.46M7,601,9580.00%100.00%Net BuyingNet Selling
ARES
ARES MANAGEMENT CORP
United States
$25.01B294,186,14247.90%7.27%Net SellingNet Selling
PSEC
PROSPECT CAPITAL CORP
United States
$3.03B397,622,4747.04%18.16%Net BuyingNet Buying
BSIG
BRIGHTSPHERE INVESTMENT GROUP INC
United States
$1.07B41,433,85533.38%66.62%Net Selling
BCSF
BAIN CAPITAL SPECIALTY FINANCE INC
United States
$861.26M64,562,26551.15%18.81%Net Buying
TCPC
BLACKROCK TCP CAPITAL CORP
United States
$764.84M57,767,26426.62%1.29%
FCRD
FIRST EAGLE ALTERNATIVE CAPITAL BDC INC
United States
$141.53M29,922,02823.14%58.17%Net Buying
AVTA
AVANTAX INC
United States
$1.39B47,884,24373.71%26.29%Net SellingNet Selling
HRZN
HORIZON TECHNOLOGY FINANCE CORP
United States
$325.00M26,401,4769.82%10.96%Net BuyingNet Buying
WHF
WHITEHORSE FINANCE INC
United States
$298.44M23,243,08812.45%46.30%Net BuyingNet Buying
BAM
BROOKFIELD ASSET MANAGEMENT LTD
Canada
$13.00B385,658,0460.00%0.00%
SFE
SAFEGUARD SCIENTIFICS INC
United States
$51.90M16,322,21450.85%34.25%Net BuyingNet Selling
SII
SPROTT INC
Canada
$978.08M25,014,89929.02%0.00%
OWL
BLUE OWL CAPITAL INC
United States
$57.31B4,394,995,8759.43%18.68%Net Selling
CION
CION INVESTMENT CORP
United States
$617.45M55,426,75427.38%0.48%Net BuyingNet Buying
CCAP
CRESCENT CAPITAL BDC INC
United States
$476.90M30,887,36021.70%78.30%Net Buying
GEG
GREAT ELM GROUP INC
United States
$63.95M30,022,4248.33%91.67%Net BuyingNet Buying
FSK
FS KKR CAPITAL CORP
United States
$5.66B282,978,00834.61%1.59%Net BuyingNet Buying
BKCC
BLACKROCK CAPITAL INVESTMENT CORP
United States
$273.60M72,571,90717.86%82.14%Net SellingNet Selling
NMFC
NEW MOUNTAIN FINANCE CORP
United States
$1.32B100,937,02630.98%12.15%Net BuyingNet Buying
TPG
TPG INC
United States
$10.47B308,892,69912.94%3.58%
OFS
OFS CAPITAL CORP
United States
$133.66M13,393,0529.04%90.96%
SCM
STELLUS CAPITAL INVESTMENT CORP
United States
$286.15M19,545,93513.77%8.58%Net Buying
SLRC
SLR INVESTMENT CORP
United States
$870.89M54,772,65134.12%25.61%Net BuyingNet Buying
PAX
PATRIA INVESTMENTS LTD
Cayman Islands
$2.35B147,192,93033.99%0.00%
PTMN
PORTMAN RIDGE FINANCE CORP
United States
$216.97M9,608,91314.95%85.05%
ICMB
INVESTCORP CREDIT MANAGEMENT BDC INC
United States
$56.47M14,388,45612.41%77.48%Net Selling
AINC
ASHFORD INC
United States
$43.74M3,115,06110.41%89.59%Net Selling
TRIN
TRINITY CAPITAL INC
United States
$474.09M35,170,18226.95%7.76%Net BuyingNet Buying
TPVG
TRIPLEPOINT VENTURE GROWTH BDC CORP
United States
$418.80M35,282,05820.98%2.25%Net BuyingNet Buying
PFLT
PENNANTPARK FLOATING RATE CAPITAL LTD
United States
$499.26M45,345,63821.25%2.94%
OXSQ
OXFORD SQUARE CAPITAL CORP
United States
$178.34M49,815,8754.88%9.08%Net Buying
PNNT
PENNANTPARK INVESTMENT CORP
United States
$393.30M65,224,50034.35%7.95%
PUYI
PUYI INC
China
$377.76M90,472,0140.03%0.00%
EQS
EQUUS TOTAL RETURN INC
United States
$23.66M13,518,1460.40%99.60%
SVVC
FIRSTHAND TECHNOLOGY VALUE FUND INC
United States
$7.65M6,893,0567.23%31.94%
PFX
PHENIXFIN CORP
United States
$70.09M2,100,1245.76%94.24%Net BuyingNet Buying
LRFC
LOGAN RIDGE FINANCE CORP
United States
$61.70M2,711,06815.45%48.78%
SCU
SCULPTOR CAPITAL MANAGEMENT INC
United States
$613.16M62,695,2895.55%94.45%Net SellingNet Selling
APO
APOLLO GLOBAL MANAGEMENT INC
United States
$42.01B572,283,62555.13%24.78%Net SellingNet Selling
AGBA
AGBA GROUP HOLDING LTD
Hong Kong
$3.02M1,398,6423.77%96.23%
KKR
KKR & CO INC
United States
$49.21B861,111,86353.86%19.67%Net Selling
AAMC
ALTISOURCE ASSET MANAGEMENT CORP
United States
$66.43M1,777,2051.73%98.27%Net BuyingNet Buying
BBUC
BROOKFIELD BUSINESS CORP
United States
$2.29B98,942,20566.15%0.00%

Asset Management Stocks FAQ

What are the best asset management stocks to buy right now in Feb 2023?

According to Zen Score, the 3 best asset management stocks to buy right now are:

1. Assetmark Financial Holdings (NYSE:AMK)


Assetmark Financial Holdings (NYSE:AMK) is the top asset management stock with a Zen Score of 65, which is 36 points higher than the asset management industry average of 29. It passed 22 out of 33 due diligence checks and has strong fundamentals. Assetmark Financial Holdings has seen its stock return 15.51% over the past year, overperforming other asset management stocks by 20 percentage points.

Assetmark Financial Holdings has an average 1 year price target of $32.00, an upside of 17.39% from Assetmark Financial Holdings's current stock price of $27.26.

Assetmark Financial Holdings stock has a consensus Strong Buy recommendation according to Wall Street analysts. Of the 2 analysts covering Assetmark Financial Holdings, 100% have issued a Strong Buy rating, 0% have issued a Buy, 0% have issued a hold, while 0% have issued a Sell rating, and 0% have issued a Strong Sell.

2. Hywin Holdings (NASDAQ:HYW)


Hywin Holdings (NASDAQ:HYW) is the second best asset management stock with a Zen Score of 60, which is 31 points higher than the asset management industry average of 29. It passed 19 out of 33 due diligence checks and has strong fundamentals. Hywin Holdings has seen its stock return 5.82% over the past year, overperforming other asset management stocks by 10 percentage points.

3. U S Global Investors (NASDAQ:GROW)


U S Global Investors (NASDAQ:GROW) is the third best asset management stock with a Zen Score of 58, which is 29 points higher than the asset management industry average of 29. It passed 21 out of 38 due diligence checks and has strong fundamentals. U S Global Investors has seen its stock lose -38.02% over the past year, underperforming other asset management stocks by -33 percentage points.

What are the asset management stocks with highest dividends?

Out of 73 asset management stocks that have issued dividends in the past year, the 3 asset management stocks with the highest dividend yields are:

1. Great Elm Capital (NASDAQ:GECC)


Great Elm Capital (NASDAQ:GECC) has an annual dividend yield of 20.74%, which is 14 percentage points higher than the asset management industry average of 6.53%. Great Elm Capital's dividend payout is not stable, having dropped more than 10% three times in the last 10 years. Great Elm Capital's dividend has shown consistent growth over the last 10 years.

Great Elm Capital's dividend payout ratio of -28.6% 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 15.29%, which is 9 percentage points higher than the asset management industry average of 6.53%. Investcorp Credit Management Bdc's dividend payout is not stable, having dropped more than 10% four 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 857.1% indicates that its high dividend yield might not be sustainable for the long-term.

3. Newtek Business Services (NASDAQ:NEWT)


Newtek Business Services (NASDAQ:NEWT) has an annual dividend yield of 14.68%, which is 8 percentage points higher than the asset management industry average of 6.53%. Newtek Business Services's dividend payout is not stable, having dropped more than 10% seven times in the last 10 years. Newtek Business Services's dividend has shown consistent growth over the last 10 years.

Newtek Business Services's dividend payout ratio of 141% 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 -0.03% in the last day, and up 2.98% 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 WallStreetZen's Valuation Score, the 3 most undervalued asset management stocks right now are:

1. Hywin Holdings (NASDAQ:HYW)


Hywin Holdings (NASDAQ:HYW) is the most undervalued asset management stock based on WallStreetZen's Valuation Score. Hywin Holdings has a valuation score of 100, which is 60 points higher than the asset management industry average of 40. It passed 7 out of 7 valuation due diligence checks.

Hywin Holdings's stock has gained 5.82% in the past year. It has overperformed other stocks in the asset management industry by 10 percentage points.

2. U S Global Investors (NASDAQ:GROW)


U S Global Investors (NASDAQ:GROW) is the second most undervalued asset management stock based on WallStreetZen's Valuation Score. U S Global Investors has a valuation score of 100, which is 60 points higher than the asset management industry average of 40. It passed 7 out of 7 valuation due diligence checks.

U S Global Investors's stock has dropped -38.02% in the past year. It has underperformed other stocks in the asset management industry by -33 percentage points.

3. Suro Capital (NASDAQ:SSSS)


Suro Capital (NASDAQ:SSSS) is the third most undervalued asset management stock based on WallStreetZen's Valuation Score. Suro Capital has a valuation score of 100, which is 60 points higher than the asset management industry average of 40. It passed 7 out of 7 valuation due diligence checks.

Suro Capital's stock has dropped -66% in the past year. It has underperformed other stocks in the asset management industry by -61 percentage points.

Are asset management stocks a good buy now?

30.95% of asset management stocks rated by analysts are a strong buy right now. On average, analysts expect asset management stocks to fall by -2.09% 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 34.92x.
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.