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 108th 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)
SSSS
SURO CAPITAL CORP
$217.62M23,551,85922.61%17.79%Net BuyingNet Buying
AAMI
ACADIAN ASSET MANAGEMENT INC
$1.58B35,795,27527.95%72.05%Net SellingNet Selling
DHIL
DIAMOND HILL INVESTMENT GROUP INC
$370.49M2,725,15867.32%23.78%Net SellingNet Selling
FHI
FEDERATED HERMES INC
$3.96B77,560,06564.81%35.19%Net BuyingNet Selling
JHG
JANUS HENDERSON GROUP PLC
$6.52B155,978,50847.46%52.54%Net BuyingNet Selling
AMG
AFFILIATED MANAGERS GROUP INC
$6.56B28,412,06393.47%6.53%Net BuyingNet Buying
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC
$2.99B70,470,81789.63%10.37%Net SellingNet Selling
VRTS
VIRTUS INVESTMENT PARTNERS INC
$1.27B6,911,16443.54%56.46%Net Selling
TPG
TPG INC
$20.75B377,871,27733.72%4.61%Net SellingNet Selling
VCTR
VICTORY CAPITAL HOLDINGS INC
$4.44B67,236,28755.04%44.96%Net Buying
WT
WISDOMTREE INC
$1.92B147,107,12164.96%35.04%Net SellingNet Selling
CSWC
CAPITAL SOUTHWEST CORP
$1.08B55,628,45831.56%20.69%Net SellingNet Buying
GECC
GREAT ELM CAPITAL CORP
$88.96M11,568,3786.73%93.27%Net SellingNet Selling
GCMG
GCM GROSVENOR INC
$2.22B194,229,68023.71%76.29%Net SellingNet Selling
VINP
VINCI COMPASS INVESTMENTS LTD
$743.30M68,696,97213.62%0.00%
NOAH
NOAH HOLDINGS LTD
$768.26M348,892,8707.92%0.00%
BUR
BURFORD CAPITAL LTD
$2.44B218,662,58956.56%43.44%Net SellingNet Selling
SEIC
SEI INVESTMENTS CO
$10.04B123,625,06051.76%48.24%Net SellingNet Selling
TROW
PRICE T ROWE GROUP INC
$22.29B219,715,24179.71%10.63%Net SellingNet Buying
OXSQ
OXFORD SQUARE CAPITAL CORP
$135.78M78,034,6046.41%9.25%
SII
SPROTT INC
$2.13B25,801,64450.94%10.09%
PAX
PATRIA INVESTMENTS LTD
$2.20B159,466,99627.45%0.00%
TRIN
TRINITY CAPITAL INC
$1.02B70,314,16024.60%5.93%Net SellingNet Selling
PNNT
PENNANTPARK INVESTMENT CORP
$416.59M65,296,09419.93%8.63%Net Buying
BCSF
BAIN CAPITAL SPECIALTY FINANCE INC
$861.45M64,868,50749.67%18.73%Net Buying
HTGC
HERCULES CAPITAL INC
$3.03B181,675,68325.42%7.31%Net Buying
AMP
AMERIPRISE FINANCIAL INC
$45.20B94,271,56559.41%40.59%Net SellingNet Selling
ALTI
ALTI GLOBAL INC
$526.49M146,653,37320.86%60.58%Net Selling
FDUS
FIDUS INVESTMENT CORP
$676.08M35,011,88025.87%3.81%
BX
BLACKSTONE INC
$112.20B729,647,97069.90%8.98%Net SellingNet Selling
STT
STATE STREET CORP
$31.49B283,695,34291.10%2.96%Net SellingNet Selling
SAMG
SILVERCREST ASSET MANAGEMENT GROUP INC
$182.22M12,567,05040.72%59.28%
AB
ALLIANCEBERNSTEIN HOLDING LP
$4.22B110,537,29512.12%22.28%Net BuyingNet Selling
BCIC
BCP INVESTMENT CORP
$147.35M13,191,9297.76%92.24%Net BuyingNet Buying
PFG
PRINCIPAL FINANCIAL GROUP INC
$17.69B222,768,44174.04%2.05%Net Selling
KKR
KKR & CO INC
$104.94B890,641,90360.12%19.34%Net SellingNet Selling
OWL
BLUE OWL CAPITAL INC
$23.92B1,549,503,76033.16%66.84%Net Selling
STEP
STEPSTONE GROUP INC
$7.32B116,418,35361.00%39.00%Net SellingNet Selling
BEN
FRANKLIN RESOURCES INC
$11.77B519,195,47554.54%44.30%Net BuyingNet Selling
HRZN
HORIZON TECHNOLOGY FINANCE CORP
$238.09M40,354,9636.48%7.34%Net Buying
CION
CION INVESTMENT CORP
$475.55M52,086,80236.74%0.83%Net BuyingNet Buying
NMFC
NEW MOUNTAIN FINANCE CORP
$949.80M106,360,96128.46%5.58%Net BuyingNet Buying
PX
P10 INC
$1.13B109,876,26745.72%29.26%Net SellingNet Selling
BK
BANK OF NEW YORK MELLON CORP
$73.73B705,240,81682.42%17.58%Net SellingNet Selling
CNS
COHEN & STEERS INC
$3.37B50,996,66032.65%67.35%Net Selling
MAIN
MAIN STREET CAPITAL CORP
$4.91B89,029,36122.14%7.61%Net SellingNet Selling
CG
CARLYLE GROUP INC
$20.27B361,135,88163.62%33.04%Net SellingNet Selling
BLK
BLACKROCK INC
$175.35B154,853,33762.15%37.85%Net SellingNet Selling
MFIC
MIDCAP FINANCIAL INVESTMENT CORP
$1.07B93,303,62230.93%1.63%Net Buying
GBDC
GOLUB CAPITAL BDC INC
$3.55B266,376,41638.37%24.49%Net Selling
NCDL
NUVEEN CHURCHILL DIRECT LENDING CORP
$657.84M49,387,06528.50%14.14%Net BuyingNet Buying
BBUC
BROOKFIELD BUSINESS CORP
$2.46B72,954,44685.99%0.00%
TSLX
SIXTH STREET SPECIALTY LENDING INC
$1.97B94,240,34851.78%10.29%Net Buying
TGE
GENERATION ESSENTIALS GROUP
$35.76M19,125,0000.32%0.00%
GSBD
GOLDMAN SACHS BDC INC
$1.12B117,297,22231.60%5.76%Net BuyingNet Buying
BAM
BROOKFIELD ASSET MANAGEMENT LTD
$88.79B1,612,564,52792.75%0.00%
GLAD
GLADSTONE CAPITAL CORP
$431.19M22,329,85210.12%10.33%Net Selling
IVZ
INVESCO LTD
$10.02B445,963,77360.81%39.19%Net SellingNet Selling
SAR
SARATOGA INVESTMENT CORP
$347.68M16,103,94814.54%41.81%
WTF
WATON FINANCIAL LTD
$266.75M48,237,4720.25%0.00%
CRBG
COREBRIDGE FINANCIAL INC
$16.84B538,681,83067.08%32.92%Net SellingNet Selling
WHF
WHITEHORSE FINANCE INC
$151.78M23,243,08814.04%63.07%Net Buying
HLNE
HAMILTON LANE INC
$6.58B55,678,87144.98%55.02%Net SellingNet Selling
BXSL
BLACKSTONE SECURED LENDING FUND
$5.76B230,232,98836.28%0.10%Net BuyingNet Buying
ARES
ARES MANAGEMENT CORP
$46.01B326,579,38358.69%3.75%Net SellingNet Selling
TPVG
TRIPLEPOINT VENTURE GROWTH BDC CORP
$211.30M40,323,7419.13%5.53%Net BuyingNet Buying
BN
BROOKFIELD CORP
$106.23B2,468,745,30041.10%0.00%
CCAP
CRESCENT CAPITAL BDC INC
$495.14M37,061,54736.04%63.96%Net SellingNet Buying
GAIN
GLADSTONE INVESTMENT CORPORATION
$504.49M38,219,23014.46%2.51%
PSBD
PALMER SQUARE CAPITAL BDC INC
$391.93M32,125,73251.34%10.24%Net Buying
CGBD
CARLYLE SECURED LENDING INC
$855.15M72,902,98134.76%2.16%Net BuyingNet Selling
PSEC
PROSPECT CAPITAL CORP
$1.23B462,343,45214.08%29.11%Net BuyingNet Buying
NTRS
NORTHERN TRUST CORP
$23.85B191,233,30487.30%6.62%Net SellingNet Selling
TCPC
BLACKROCK TCP CAPITAL CORP
$464.30M85,036,46721.82%1.15%Net Buying
FSK
FS KKR CAPITAL CORP
$3.97B280,066,43329.34%1.71%Net SellingNet Buying
SLRC
SLR INVESTMENT CORP
$767.58M54,554,63431.45%27.72%Net BuyingNet Buying
OFS
OFS CAPITAL CORP
$96.33M13,398,0786.44%93.56%
SCM
STELLUS CAPITAL INVESTMENT CORP
$342.13M28,416,14811.29%5.90%
PFLT
PENNANTPARK FLOATING RATE CAPITAL LTD
$844.34M99,217,89621.57%1.38%Net Buying
ARCC
ARES CAPITAL CORP
$13.33B705,367,42431.50%1.05%Net Buying
APO
APOLLO GLOBAL MANAGEMENT INC
$67.63B572,026,73562.53%35.12%Net SellingNet Selling
CWD
CALIBERCOS INC
$9.78M2,415,0380.03%99.97%Net Selling
INV
INNVENTURE INC
$193.85M56,025,55412.34%49.78%Net BuyingNet Selling
BCG
BINAH CAPITAL GROUP INC
$28.22M16,602,4601.78%59.80%Net Buying
PFX
PHENIXFIN CORP
$93.38M2,003,8694.41%95.59%Net BuyingNet Buying
SWKH
SWK HOLDINGS CORP
$202.38M12,147,39115.11%84.89%Net Buying
RMCO
ROYALTY MANAGEMENT HOLDING CORP
$45.50M14,724,8921.56%25.75%Net Buying
PWM
PRESTIGE WEALTH INC
$54.17M46,303,0700.27%0.00%
MAAS
MAASE INC
$12.63M4,139,4171.06%0.00%
EQS
EQUUS TOTAL RETURN INC
$28.26M13,586,1730.32%99.68%Net BuyingNet Buying
MRCC
MONROE CAPITAL CORP
$147.11M21,666,34014.84%3.25%
RAND
RAND CAPITAL CORP
$42.32M2,969,8140.64%99.36%Net BuyingNet Buying
MGLD
MARYGOLD COMPANIES INC
$45.81M42,817,6870.41%86.52%Net Buying
STEC
SANTECH HOLDINGS LTD
$37.52M56,000,0000.22%0.00%
BENF
BENEFICIENT
$4.61M9,703,50513.47%26.82%Net Buying
HNNA
HENNESSY ADVISORS INC
$81.61M7,787,56013.86%45.66%Net SellingNet Selling
GROW
U S GLOBAL INVESTORS INC
$33.25M12,961,67127.84%13.41%Net BuyingNet Buying
WHG
WESTWOOD HOLDINGS GROUP INC
$152.04M9,379,68042.36%57.64%Net SellingNet Selling
AMTD
AMTD IDEA GROUP
$88.50M488,450,4970.10%0.00%
ICMB
INVESTCORP CREDIT MANAGEMENT BDC INC
$41.42M14,431,2025.70%77.30%Net Buying

Asset Management Stocks FAQ

What are the best asset management stocks to buy right now in Oct 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. Suro Capital (NASDAQ:SSSS)


Suro Capital (NASDAQ:SSSS) is the #1 top asset management stock out of 101 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 Suro Capital (NASDAQ:SSSS) is: Value: B, Growth: C, Momentum: B, Sentiment: A, Safety: D, Financials: B, and AI: C.

Suro Capital (NASDAQ:SSSS) has a Due Diligence Score of 16, which is -16 points lower than the asset management industry average of 32. Although this number is below the industry average, our proven quant model rates SSSS as a "A".

SSSS passed 5 out of 38 due diligence checks and has weak fundamentals. Suro Capital has seen its stock return 138.76% over the past year, overperforming other asset management stocks by 137 percentage points.

Suro Capital has an average 1 year price target of $10.33, an upside of 11.83% from Suro Capital's current stock price of $9.24.

Suro Capital stock has a consensus Strong Buy recommendation according to Wall Street analysts. Of the 3 analysts covering Suro Capital, 33.33% have issued a Strong Buy rating, 66.67% have issued a Buy, 0% have issued a hold, while 0% have issued a Sell rating, and 0% 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 101 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: C, Momentum: B, Sentiment: A, Safety: C, Financials: A, and AI: C.

Acadian Asset Management (NYSE:AAMI) has a Due Diligence Score of 50, which is 18 points higher than the asset management industry average of 32.

AAMI passed 20 out of 38 due diligence checks and has strong fundamentals. Acadian Asset Management has seen its stock return 80.27% over the past year, overperforming other asset management stocks by 78 percentage points.

Acadian Asset Management has an average 1 year price target of $39.67, a downside of -10.3% from Acadian Asset Management's current stock price of $44.22.

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. Diamond Hill Investment Group (NASDAQ:DHIL)


Diamond Hill Investment Group (NASDAQ:DHIL) is the #3 top asset management stock out of 101 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 Diamond Hill Investment Group (NASDAQ:DHIL) is: Value: B, Growth: C, Momentum: C, Sentiment: C, Safety: B, Financials: A, and AI: C.

Diamond Hill Investment Group (NASDAQ:DHIL) has a Due Diligence Score of 45, which is 13 points higher than the asset management industry average of 32.

DHIL passed 16 out of 38 due diligence checks and has strong fundamentals. Diamond Hill Investment Group has seen its stock lose -10.98% over the past year, underperforming other asset management stocks by -13 percentage points.

What are the asset management stocks with highest dividends?

Out of 80 asset management stocks that have issued dividends in the past year, the 3 asset management stocks with the highest dividend yields are:

1. Triplepoint Venture Growth Bdc (NYSE:TPVG)


Triplepoint Venture Growth Bdc (NYSE:TPVG) has an annual dividend yield of 21.56%, which is 14 percentage points higher than the asset management industry average of 7.55%. Triplepoint Venture Growth Bdc's dividend payout is not stable, having dropped more than 10% five times in the last 10 years. Triplepoint Venture Growth Bdc's dividend has not shown consistent growth over the last 10 years.

Triplepoint Venture Growth Bdc's dividend payout ratio of 116.5% indicates that its high dividend yield might not be sustainable for the long-term.

2. Whitehorse Finance (NASDAQ:WHF)


Whitehorse Finance (NASDAQ:WHF) has an annual dividend yield of 21.44%, which is 14 percentage points higher than the asset management industry average of 7.55%. Whitehorse Finance's dividend payout is not stable, having dropped more than 10% six times in the last 10 years. Whitehorse Finance's dividend has shown consistent growth over the last 10 years.

Whitehorse Finance's dividend payout ratio of 457.7% 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 20.79%, which is 13 percentage points higher than the asset management industry average of 7.55%. 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 -43.3% 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 -3.1% in the last day, and down -4.34% over the last week. Brookfield Asset Management was the among the top losers in the asset management industry, dropping -6.31% yesterday.

Shares of broader financial services stocks are trading higher amid an overall market rebound on hopes of easing US-China trade tensions.

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. Great Elm Capital (NASDAQ:GECC)


Great Elm Capital (NASDAQ:GECC) 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.

Great Elm 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.

Great Elm Capital's stock has dropped -23.79% in the past year. It has underperformed other stocks in the asset management industry by -26 percentage points.

2. Virtus Investment Partners (NYSE:VRTS)


Virtus Investment Partners (NYSE:VRTS) is the second 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 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 -10.36% in the past year. It has underperformed other stocks in the asset management industry by -12 percentage points.

3. Diamond Hill Investment Group (NASDAQ:DHIL)


Diamond Hill Investment Group (NASDAQ:DHIL) 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.

Diamond Hill Investment Group has a valuation score of 86, which is 47 points higher than the asset management industry average of 39. It passed 6 out of 7 valuation due diligence checks.

Diamond Hill Investment Group's stock has dropped -10.98% in the past year. It has underperformed other stocks in the asset management industry by -13 percentage points.

Are asset management stocks a good buy now?

31.88% of asset management stocks rated by analysts are a buy right now. On average, analysts expect asset management stocks to rise by 13.84% over the next year.

2.41% of asset management stocks have a Zen Rating of A (Strong Buy), 4.82% of asset management stocks are rated B (Buy), 83.13% are rated C (Hold), 8.43% are rated D (Sell), and 1.2% 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 43.45x.
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.