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 D and is the 113th 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	$2.34B	35,722,568	27.77%	72.23%	Net Selling	Net Selling
WT	WISDOMTREE INC	$2.35B	141,616,698	69.29%	30.71%	Net Selling	Net Selling
BEN	FRANKLIN RESOURCES INC	$15.51B	519,637,162	53.13%	44.49%	Net Buying	Net Buying
AMG	AFFILIATED MANAGERS GROUP INC	$7.77B	26,684,730	93.03%	6.97%	Net Buying	Net Selling
SII	SPROTT INC	$3.38B	25,786,258	51.92%	10.10%
GCMG	GCM GROSVENOR INC	$2.22B	202,476,790	27.76%	19.97%	Net Selling	Net Selling
NOAH	NOAH HOLDINGS LTD	$714.10M	335,258,287	7.84%	36.90%
CSWC	CAPITAL SOUTHWEST CORP	$1.44B	60,162,020	24.87%	19.14%	Net Selling	Net Buying
VCTR	VICTORY CAPITAL HOLDINGS INC	$4.99B	64,049,636	54.95%	45.05%	Net Buying	Net Buying
SEIC	SEI INVESTMENTS CO	$10.85B	120,272,976	51.51%	48.49%	Net Selling	Net Selling
HTGC	HERCULES CAPITAL INC	$2.99B	183,695,437	27.09%	7.49%	Net Buying	Net Buying
FHI	FEDERATED HERMES INC	$4.11B	75,912,653	65.76%	34.24%	Net Selling	Net Selling
CCAP	CRESCENT CAPITAL BDC INC	$514.33M	36,922,692	38.52%	61.48%	Net Selling
AMP	AMERIPRISE FINANCIAL INC	$42.60B	91,178,997	59.22%	40.78%	Net Selling	Net Selling
BCIC	BCP INVESTMENT CORP	$98.47M	12,386,519	12.59%	87.41%	Net Selling	Net Selling
HLNE	HAMILTON LANE INC	$5.16B	55,775,114	45.22%	54.78%	Net Selling	Net Buying
RPC	RIDGEPOST CAPITAL INC	$882.61M	109,505,575	46.64%	29.98%	Net Selling	Net Buying
NTRS	NORTHERN TRUST CORP	$30.44B	185,047,258	85.03%	6.96%	Net Selling	Net Selling
WHF	WHITEHORSE FINANCE INC	$170.31M	22,234,045	16.34%	66.40%	Net Buying	Net Buying
CION	CION INVESTMENT CORP	$402.96M	50,496,524	38.42%	0.86%	Net Buying
APAM	ARTISAN PARTNERS ASSET MANAGEMENT INC	$3.03B	80,586,160	81.48%	9.17%	Net Selling	Net Selling
CG	CARLYLE GROUP INC	$17.86B	361,171,067	63.43%	33.68%	Net Selling	Net Selling
PAX	PATRIA INVESTMENTS LTD	$2.02B	159,468,552	29.88%	1.56%
OWL	BLUE OWL CAPITAL INC	$15.56B	1,559,050,309	36.43%	63.57%	Net Buying	Net Selling
NCDL	NUVEEN CHURCHILL DIRECT LENDING CORP	$731.92M	49,387,065	35.28%	14.48%	Net Buying	Net Buying
PSEC	PROSPECT CAPITAL CORP	$1.36B	482,489,809	16.84%	28.09%	Net Buying	Net Buying
CNS	COHEN & STEERS INC	$3.56B	51,390,184	31.01%	68.99%	Net Buying	Net Selling
FDUS	FIDUS INVESTMENT CORP	$728.72M	37,954,364	26.49%	3.51%
ALTI	ALTI GLOBAL INC	$542.42M	150,673,150	21.27%	60.40%	Net Selling
VRTS	VIRTUS INVESTMENT PARTNERS INC	$910.59M	6,695,515	44.18%	55.82%	Net Buying	Net Buying
IVZ	INVESCO LTD	$11.49B	443,673,777	60.85%	39.15%	Net Selling	Net Selling
STEP	STEPSTONE GROUP INC	$6.29B	119,161,678	62.47%	37.53%	Net Selling	Net Selling
VINP	VINCI COMPASS INVESTMENTS LTD	$719.64M	65,422,098	15.14%	36.08%	Net Selling	Net Selling
TPG	TPG INC	$16.99B	384,312,344	34.09%	4.48%	Net Selling	Net Selling
HRZN	HORIZON TECHNOLOGY FINANCE CORP	$201.74M	47,804,711	8.37%	6.49%
STT	STATE STREET CORP	$42.07B	276,767,033	93.59%	3.08%	Net Selling	Net Selling
TROW	PRICE T ROWE GROUP INC	$22.16B	214,266,606	85.55%	10.95%	Net Selling	Net Buying
BN	BROOKFIELD CORP	$112.02B	2,476,767,072	62.07%	0.00%
BK	BANK OF NEW YORK MELLON CORP	$91.89B	686,907,398	82.16%	17.84%	Net Selling	Net Selling
AB	ALLIANCEBERNSTEIN HOLDING LP	$3.69B	93,403,853	15.63%	26.56%	Net Selling	Net Selling
CGBD	CARLYLE SECURED LENDING INC	$845.30M	70,676,923	37.42%	2.25%	Net Buying	Net Buying
PSBD	PALMER SQUARE CAPITAL BDC INC	$346.93M	31,199,167	52.39%	20.72%	Net Selling
GSBD	GOLDMAN SACHS BDC INC	$1.14B	112,569,067	34.03%	6.06%	Net Buying	Net Buying
PNNT	PENNANTPARK INVESTMENT CORP	$311.46M	65,296,094	20.31%	8.49%	Net Selling	Net Buying
BCSF	BAIN CAPITAL SPECIALTY FINANCE INC	$904.27M	64,868,507	52.77%	18.75%	Net Buying	Net Buying
BLK	BLACKROCK INC	$165.14B	155,541,536	62.57%	37.43%	Net Selling	Net Selling
NMFC	NEW MOUNTAIN FINANCE CORP	$866.94M	100,806,575	33.39%	6.18%	Net Buying	Net Buying
SLRC	SLR INVESTMENT CORP	$864.69M	54,554,634	32.52%	28.17%	Net Buying	Net Buying
TRIN	TRINITY CAPITAL INC	$1.38B	83,174,913	24.56%	6.17%	Net Selling	Net Selling
SAR	SARATOGA INVESTMENT CORP	$380.81M	16,184,058	12.90%	41.67%
TPVG	TRIPLEPOINT VENTURE GROWTH BDC CORP	$225.13M	40,491,145	11.06%	12.50%	Net Buying
KKR	KKR & CO INC	$92.44B	891,550,894	60.93%	19.33%	Net Selling	Net Buying
SAMG	SILVERCREST ASSET MANAGEMENT GROUP INC	$154.38M	11,794,015	38.21%	61.79%	Net Buying
MFIC	MIDCAP FINANCIAL INVESTMENT CORP	$1.10B	92,211,869	34.38%	1.63%	Net Selling	Net Selling
BAM	BROOKFIELD ASSET MANAGEMENT LTD	$78.60B	1,638,168,870	91.03%	0.00%
PFLT	PENNANTPARK FLOATING RATE CAPITAL LTD	$899.91M	99,217,896	22.46%	1.40%	Net Buying	Net Buying
GLAD	GLADSTONE CAPITAL CORP	$435.14M	22,593,069	13.70%	10.28%	Net Buying
TSLX	SIXTH STREET SPECIALTY LENDING INC	$1.86B	94,705,150	53.01%	13.76%	Net Buying	Net Buying
GECC	GREAT ELM CAPITAL CORP	$77.83M	13,998,168	8.88%	91.12%	Net Selling
GAIN	GLADSTONE INVESTMENT CORPORATION	$669.81M	39,821,967	16.65%	2.41%
APO	APOLLO GLOBAL MANAGEMENT INC	$75.44B	578,247,338	65.05%	34.95%	Net Selling	Net Selling
BX	BLACKSTONE INC	$93.77B	742,180,737	68.93%	8.98%	Net Selling	Net Selling
OFS	OFS CAPITAL CORP	$51.45M	13,398,078	5.10%	94.90%
PFG	PRINCIPAL FINANCIAL GROUP INC	$21.84B	216,012,384	74.36%	2.16%	Net Selling	Net Selling
MAIN	MAIN STREET CAPITAL CORP	$5.06B	90,104,831	23.95%	7.75%	Net Selling	Net Selling
OXSQ	OXFORD SQUARE CAPITAL CORP	$179.57M	93,527,087	4.39%	7.72%
GBDC	GOLUB CAPITAL BDC INC	$3.63B	263,228,181	45.69%	24.79%	Net Selling
BXSL	BLACKSTONE SECURED LENDING FUND	$5.79B	232,279,811	36.66%	0.11%	Net Buying	Net Buying
SCM	STELLUS CAPITAL INVESTMENT CORP	$284.55M	28,947,254	14.34%	6.21%	Net Buying	Net Buying
ARCC	ARES CAPITAL CORP	$13.82B	718,022,845	33.26%	1.05%	Net Buying	Net Buying
SSSS	SURO CAPITAL CORP	$344.51M	25,387,756	20.50%	17.00%	Net Selling	Net Selling
FSK	FS KKR CAPITAL CORP	$3.23B	280,066,433	32.75%	1.72%	Net Buying	Net Buying
TCPC	BLACKROCK TCP CAPITAL CORP	$370.21M	84,331,037	24.66%	1.28%	Net Buying	Net Buying
BUR	BURFORD CAPITAL LTD	$1.14B	218,897,440	56.02%	43.98%	Net Selling	Net Selling
INV	INNVENTURE INC	$504.44M	80,069,319	20.99%	45.13%	Net Selling	Net Selling
ARES	ARES MANAGEMENT CORP	$26.29B	220,902,613	94.16%	5.77%	Net Selling	Net Buying
MLCI	MOUNT LOGAN CAPITAL INC	$49.71M	11,196,169	26.17%	4.01%
BENF	BENEFICIENT	$49.32M	14,213,730	3.71%	30.40%
RAND	RAND CAPITAL CORP	$32.91M	2,969,814	0.72%	99.28%	Net Buying
EQS	EQUUS TOTAL RETURN INC	$16.06M	13,966,696	0.34%	99.66%	Net Buying
WHG	WESTWOOD HOLDINGS GROUP INC	$151.71M	9,487,978	41.58%	58.42%	Net Selling	Net Selling
GROW	U S GLOBAL INVESTORS INC	$33.26M	12,552,760	35.51%	13.91%	Net Buying	Net Buying
WTF	WATON FINANCIAL LTD	$183.30M	48,237,472	0.36%	86.84%
GEG	GREAT ELM GROUP INC	$67.13M	32,744,553	4.50%	95.50%	Net Selling
MGLD	MARYGOLD COMPANIES INC	$49.66M	42,811,212	0.72%	86.73%	Net Buying
ALP	ALPHATON CAPITAL CORP	$1.38M	5,739,000	0.53%	4.25%
AMTD	AMTD IDEA GROUP	$99.73M	574,233,326	0.06%	0.00%
CWD	CALIBERCOS INC	$7.69M	7,053,062	0.55%	99.45%
TGE	GENERATION ESSENTIALS GROUP	$52.82M	48,461,070	0.11%	0.00%
BVC	BITVENTURES LTD	$82.67M	15,975,000	0.18%	0.52%
CRBG	COREBRIDGE FINANCIAL INC	$13.26B	481,685,891	70.39%	29.61%	Net Selling	Net Selling
MAAS	MAASE INC	$153.44M	15,917,241	0.00%	0.00%
ICMB	INVESTCORP CREDIT MANAGEMENT BDC INC	$26.41M	14,432,472	8.15%	77.29%
PFX	PHENIXFIN CORP	$81.69M	1,998,259	4.41%	95.59%	Net Buying	Net Buying
RMCO	ROYALTY MANAGEMENT HOLDING CORP	$43.18M	15,149,705	2.01%	25.03%
BCG	BINAH CAPITAL GROUP INC	$32.09M	16,716,000	1.82%	59.99%	Net Buying
AURE	AURELION INC	$17.68M	7,875,065	94.43%	5.57%
HNNA	HENNESSY ADVISORS INC	$79.08M	7,892,177	14.04%	44.96%	Net Selling
JHG	JANUS HENDERSON GROUP PLC	$7.95B	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 99 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: C, Sentiment: A, Safety: C, Financials: A, and AI: B.

Acadian Asset Management (NYSE:AAMI) has a Due Diligence Score of 39, which is 8 points higher than the asset management industry average of 31.

AAMI passed 16 out of 38 due diligence checks and has average fundamentals. Acadian Asset Management has seen its stock return 132.23% over the past year, overperforming other asset management stocks by 121 percentage points.

Acadian Asset Management has an average 1 year price target of $60.00, a downside of -8.38% from Acadian Asset Management's current stock price of $65.49.

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. Wisdomtree (NYSE:WT)

Wisdomtree (NYSE:WT) is the #2 top asset management stock out of 99 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 Wisdomtree (NYSE:WT) is: Value: C, Growth: B, Momentum: C, Sentiment: C, Safety: C, Financials: C, and AI: C.

Wisdomtree (NYSE:WT) has a Due Diligence Score of 46, which is 15 points higher than the asset management industry average of 31.

WT passed 19 out of 38 due diligence checks and has strong fundamentals. Wisdomtree has seen its stock return 90.38% over the past year, overperforming other asset management stocks by 80 percentage points.

Wisdomtree has an average 1 year price target of $17.67, an upside of 6.3% from Wisdomtree's current stock price of $16.62.

Wisdomtree stock has a consensus Hold recommendation according to Wall Street analysts. Of the 3 analysts covering Wisdomtree, 0% have issued a Strong Buy rating, 33.33% have issued a Buy, 66.67% 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 99 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 Franklin Resources (NYSE:BEN) is: Value: C, Growth: B, Momentum: C, Sentiment: B, Safety: B, 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 59.23% over the past year, overperforming other asset management stocks by 48 percentage points.

Franklin Resources has an average 1 year price target of $30.50, an upside of 2.21% from Franklin Resources's current stock price of $29.84.

Franklin Resources stock has a consensus Hold 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, 33.33% have issued a hold, while 16.67% have issued a Sell rating, and 16.67% 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 28.91%, which is 20 percentage points higher than the asset management industry average of 8.9%. 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 -2,200% 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 26.56%, which is 18 percentage points higher than the asset management industry average of 8.9%. 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. Great Elm Capital (NASDAQ:GECC)

Great Elm Capital (NASDAQ:GECC) has an annual dividend yield of 25.36%, which is 16 percentage points higher than the asset management industry average of 8.9%. Great Elm Capital's dividend payout is not stable, having dropped more than 10% seven 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 -57.6% 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 -0.55% in the last day, and up 1.51% over the last week. Federated Hermes was the among the top losers in the asset management industry, dropping -6.83% yesterday.

Federated Hermes shares are trading lower. The company reported its Q1 financial results.

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 37 points higher than the asset management industry average of 34. It passed 5 out of 7 valuation due diligence checks.

Virtus Investment Partners's stock has dropped -13.09% in the past year. It has underperformed other stocks in the asset management industry by -24 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 9 points higher than the asset management industry average of 34. It passed 3 out of 7 valuation due diligence checks.

Triplepoint Venture Growth Bdc's stock has dropped -7.49% in the past year. It has underperformed other stocks in the asset management industry by -18 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 71, which is 37 points higher than the asset management industry average of 34. It passed 5 out of 7 valuation due diligence checks.

Bcp Investment's stock has dropped -34.57% in the past year. It has underperformed other stocks in the asset management industry by -45 percentage points.

Are asset management stocks a good buy now?

34.29% of asset management stocks rated by analysts are a buy right now. On average, analysts expect asset management stocks to rise by 15.62% over the next year.

0% of asset management stocks have a Zen Rating of A (Strong Buy), 5.19% of asset management stocks are rated B (Buy), 80.52% are rated C (Hold), 12.99% are rated D (Sell), and 1.3% 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 32.61x.

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. Wisdomtree (NYSE:WT)

3. Franklin Resources (NYSE:BEN)

1. Horizon Technology Finance (NASDAQ:HRZN)

2. Ofs Capital (NASDAQ:OFS)

3. Great Elm Capital (NASDAQ:GECC)

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. Wisdomtree (NYSE:WT)

3. Franklin Resources (NYSE:BEN)

1. Horizon Technology Finance (NASDAQ:HRZN)

2. Ofs Capital (NASDAQ:OFS)

3. Great Elm Capital (NASDAQ:GECC)

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.