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 +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 99th 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)
AMG
AFFILIATED MANAGERS GROUP INC
$8.35B26,684,73093.29%6.71%Net Buying
CION
CION INVESTMENT CORP
$433.00M51,670,94738.55%0.84%Net Buying
BCIC
BCP INVESTMENT CORP
$151.61M13,081,25112.55%87.45%Net BuyingNet Buying
SII
SPROTT INC
$4.25B25,786,25851.90%10.10%
FHI
FEDERATED HERMES INC
$4.42B77,546,86765.75%34.25%Net SellingNet Selling
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC
$3.33B80,586,16081.43%9.10%Net SellingNet Selling
WT
WISDOMTREE INC
$2.46B141,616,69869.26%30.74%Net SellingNet Selling
VCTR
VICTORY CAPITAL HOLDINGS INC
$4.66B64,935,45954.98%45.02%Net BuyingNet Buying
GCMG
GCM GROSVENOR INC
$2.41B202,476,79027.75%19.94%Net SellingNet Selling
AAMI
ACADIAN ASSET MANAGEMENT INC
$1.99B35,709,12027.76%72.24%Net SellingNet Selling
HRZN
HORIZON TECHNOLOGY FINANCE CORP
$281.39M44,383,2929.01%6.67%
BEN
FRANKLIN RESOURCES INC
$14.28B520,763,44852.79%44.39%Net BuyingNet Selling
VINP
VINCI COMPASS INVESTMENTS LTD
$841.54M68,696,97214.41%0.00%
NOAH
NOAH HOLDINGS LTD
$840.98M348,089,7857.53%0.00%
IVZ
INVESCO LTD
$12.02B443,673,77760.85%39.15%Net SellingNet Selling
TPG
TPG INC
$17.28B384,173,49334.09%4.50%Net SellingNet Selling
CSWC
CAPITAL SOUTHWEST CORP
$1.37B60,162,02024.83%19.13%Net SellingNet Buying
CCAP
CRESCENT CAPITAL BDC INC
$488.12M36,922,69238.88%61.12%Net Selling
HLNE
HAMILTON LANE INC
$6.03B55,775,11445.22%54.78%Net SellingNet Buying
SEIC
SEI INVESTMENTS CO
$10.18B122,248,13251.43%48.57%Net SellingNet Selling
PAX
PATRIA INVESTMENTS LTD
$2.15B159,466,99629.86%0.00%
VRTS
VIRTUS INVESTMENT PARTNERS INC
$973.65M6,754,40544.27%55.73%Net SellingNet Selling
HTGC
HERCULES CAPITAL INC
$2.83B183,695,43727.07%7.45%Net BuyingNet Buying
AMP
AMERIPRISE FINANCIAL INC
$44.40B91,178,99759.03%40.97%Net SellingNet Selling
FDUS
FIDUS INVESTMENT CORP
$698.36M37,954,36426.49%3.51%
ALTI
ALTI GLOBAL INC
$658.47M146,653,37321.86%61.97%Net Selling
TROW
PRICE T ROWE GROUP INC
$21.04B218,072,90183.54%10.76%Net SellingNet Selling
NTRS
NORTHERN TRUST CORP
$27.43B185,827,80384.15%6.96%Net SellingNet Selling
BX
BLACKSTONE INC
$87.10B738,450,87168.94%8.91%Net SellingNet Buying
OWL
BLUE OWL CAPITAL INC
$17.44B1,554,569,59136.52%63.48%Net BuyingNet Buying
PSEC
PROSPECT CAPITAL CORP
$1.32B482,489,80916.84%28.09%Net BuyingNet Buying
WHF
WHITEHORSE FINANCE INC
$146.43M23,243,08815.63%63.37%Net BuyingNet Buying
APO
APOLLO GLOBAL MANAGEMENT INC
$66.15B578,247,33864.98%35.02%Net SellingNet Selling
RPC
RIDGEPOST CAPITAL INC
$912.03M110,015,09046.42%29.65%Net SellingNet Selling
BLK
BLACKROCK INC
$169.58B155,541,53662.86%37.14%Net SellingNet Selling
SSSS
SURO CAPITAL CORP
$243.15M25,119,09120.72%17.21%Net SellingNet Selling
STEP
STEPSTONE GROUP INC
$5.60B119,161,67863.61%36.39%Net SellingNet Selling
BENF
BENEFICIENT
$67.52M14,213,7303.71%29.34%Net Selling
BAM
BROOKFIELD ASSET MANAGEMENT LTD
$78.49B1,610,739,93892.50%0.00%
OXSQ
OXFORD SQUARE CAPITAL CORP
$147.00M81,669,4085.03%8.84%
BCSF
BAIN CAPITAL SPECIALTY FINANCE INC
$827.07M64,868,50753.22%18.74%Net Buying
PSBD
PALMER SQUARE CAPITAL BDC INC
$332.27M31,199,16752.39%20.72%Net Selling
AB
ALLIANCEBERNSTEIN HOLDING LP
$3.66B92,284,36715.71%26.88%Net BuyingNet Selling
TCPC
BLACKROCK TCP CAPITAL CORP
$382.63M84,841,03724.95%1.16%Net BuyingNet Selling
OFS
OFS CAPITAL CORP
$59.09M13,398,0785.10%94.90%
CRBG
COREBRIDGE FINANCIAL INC
$13.43B481,685,89170.37%29.63%Net SellingNet Selling
GSBD
GOLDMAN SACHS BDC INC
$1.03B112,569,06733.91%6.02%Net Buying
STT
STATE STREET CORP
$36.87B278,728,21192.59%3.02%Net SellingNet Selling
PFG
PRINCIPAL FINANCIAL GROUP INC
$21.14B216,835,14173.68%2.16%Net SellingNet Selling
MFIC
MIDCAP FINANCIAL INVESTMENT CORP
$970.99M92,211,86934.72%1.63%Net BuyingNet Selling
CNS
COHEN & STEERS INC
$3.42B51,007,54131.01%68.99%Net BuyingNet Selling
BK
BANK OF NEW YORK MELLON CORP
$83.53B686,907,39882.08%17.92%Net SellingNet Selling
MAIN
MAIN STREET CAPITAL CORP
$5.20B89,587,54323.02%7.59%Net SellingNet Buying
CGBD
CARLYLE SECURED LENDING INC
$818.44M70,676,92337.81%2.24%Net Selling
SAR
SARATOGA INVESTMENT CORP
$379.52M16,184,05812.90%41.67%
PNNT
PENNANTPARK INVESTMENT CORP
$333.01M65,296,09420.28%8.46%Net SellingNet Selling
KKR
KKR & CO INC
$83.45B891,353,41060.75%19.45%Net SellingNet Buying
TRIN
TRINITY CAPITAL INC
$1.26B83,174,91324.98%5.63%Net SellingNet Selling
TPVG
TRIPLEPOINT VENTURE GROWTH BDC CORP
$223.01M40,399,79711.08%12.52%Net BuyingNet Buying
SAMG
SILVERCREST ASSET MANAGEMENT GROUP INC
$189.33M12,238,44437.87%62.13%Net BuyingNet Buying
GLAD
GLADSTONE CAPITAL CORP
$422.72M22,593,06913.70%10.21%Net Buying
GAIN
GLADSTONE INVESTMENT CORPORATION
$558.70M39,821,96716.65%2.41%
BN
BROOKFIELD CORP
$112.20B2,468,745,30062.03%0.00%
TSLX
SIXTH STREET SPECIALTY LENDING INC
$1.73B94,705,15052.86%10.26%Net Buying
NMFC
NEW MOUNTAIN FINANCE CORP
$777.22M100,806,57532.56%5.97%Net Buying
SLRC
SLR INVESTMENT CORP
$827.05M54,554,63432.52%27.72%Net Buying
NCDL
NUVEEN CHURCHILL DIRECT LENDING CORP
$659.81M49,387,06531.42%14.20%Net Buying
PFLT
PENNANTPARK FLOATING RATE CAPITAL LTD
$838.39M99,217,89622.45%1.39%Net BuyingNet Buying
FSK
FS KKR CAPITAL CORP
$3.16B280,066,43332.87%1.72%Net BuyingNet Buying
CG
CARLYLE GROUP INC
$19.63B360,410,48663.51%33.91%Net SellingNet Selling
SCM
STELLUS CAPITAL INVESTMENT CORP
$305.97M28,947,25413.37%5.80%
GBDC
GOLUB CAPITAL BDC INC
$3.23B263,228,18144.17%24.79%Net Selling
BUR
BURFORD CAPITAL LTD
$1.86B218,888,50056.03%43.97%Net Selling
BXSL
BLACKSTONE SECURED LENDING FUND
$5.67B232,279,81135.31%0.10%Net Buying
ARES
ARES MANAGEMENT CORP
$26.08B220,902,61393.69%5.77%Net SellingNet Selling
BBUC
BROOKFIELD BUSINESS CORP
$2.56B72,954,44687.70%0.00%
ARCC
ARES CAPITAL CORP
$13.84B718,022,84533.07%1.05%Net BuyingNet Buying
GECC
GREAT ELM CAPITAL CORP
$89.73M13,998,1689.00%91.00%Net Selling
MLCI
MOUNT LOGAN CAPITAL INC
$66.75M12,786,79222.91%0.44%
INV
INNVENTURE INC
$174.92M62,471,97126.83%58.19%Net BuyingNet Selling
MRCC
MONROE CAPITAL CORP
$132.38M21,666,34026.13%3.25%
WHG
WESTWOOD HOLDINGS GROUP INC
$161.54M9,408,13041.90%58.10%Net SellingNet Selling
GROW
U S GLOBAL INVESTORS INC
$41.80M12,552,76035.51%13.88%Net BuyingNet Buying
HNNA
HENNESSY ADVISORS INC
$78.21M7,892,17714.04%44.96%Net SellingNet Selling
TGE
GENERATION ESSENTIALS GROUP
$72.77M53,115,2860.10%0.00%
WTF
WATON FINANCIAL LTD
$242.15M48,237,4720.36%0.00%
RAND
RAND CAPITAL CORP
$33.35M2,969,8140.72%99.28%Net Buying
AURE
AURELION INC
$12.92M7,875,065100.00%0.00%
AMTD
AMTD IDEA GROUP
$81.57M488,450,4970.07%0.00%
GEG
GREAT ELM GROUP INC
$67.13M32,744,5534.50%95.50%Net Selling
DHIL
DIAMOND HILL INVESTMENT GROUP INC
$463.59M2,705,37570.90%23.95%Net Selling
SWKH
SWK HOLDINGS CORP
$201.76M12,095,90615.01%84.99%Net Buying
CWD
CALIBERCOS INC
$7.79M5,988,8070.55%99.45%Net Selling
MGLD
MARYGOLD COMPANIES INC
$47.52M42,811,2120.72%86.73%Net BuyingNet Buying
EQS
EQUUS TOTAL RETURN INC
$19.27M13,966,6960.34%99.66%Net Buying
ICMB
INVESTCORP CREDIT MANAGEMENT BDC INC
$42.31M14,419,7628.34%77.36%
RMCO
ROYALTY MANAGEMENT HOLDING CORP
$58.29M15,140,7342.01%25.05%
BVC
BITVENTURES LTD
$54.71M15,975,0000.18%0.00%
PFX
PHENIXFIN CORP
$93.92M1,998,2594.42%95.58%Net BuyingNet Buying
BCG
BINAH CAPITAL GROUP INC
$36.69M16,602,4601.83%59.83%Net Buying

Asset Management Stocks FAQ

What are the best asset management stocks to buy right now in Feb 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. Affiliated Managers Group (NYSE:AMG)


Affiliated Managers Group (NYSE:AMG) is the #1 top asset management stock out of 102 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 Affiliated Managers Group (NYSE:AMG) is: Value: C, Growth: C, Momentum: C, Sentiment: B, Safety: C, Financials: B, and AI: C.

Affiliated Managers Group (NYSE:AMG) has a Due Diligence Score of 44, which is 12 points higher than the asset management industry average of 32.

AMG passed 18 out of 38 due diligence checks and has strong fundamentals. Affiliated Managers Group has seen its stock return 87.12% over the past year, overperforming other asset management stocks by 85 percentage points.

Affiliated Managers Group has an average 1 year price target of $366.50, an upside of 17.12% from Affiliated Managers Group's current stock price of $312.94.

Affiliated Managers Group stock has a consensus Strong Buy recommendation according to Wall Street analysts. Of the 4 analysts covering Affiliated Managers Group, 75% have issued a Strong Buy rating, 25% have issued a Buy, 0% have issued a hold, while 0% have issued a Sell rating, and 0% have issued a Strong Sell.

2. Cion Investment (NYSE:CION)


Cion Investment (NYSE:CION) is the #2 top asset management stock out of 102 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 Cion Investment (NYSE:CION) is: Value: B, Growth: B, Momentum: C, Sentiment: B, Safety: C, Financials: C, and AI: C.

Cion Investment (NYSE:CION) has a Due Diligence Score of 27, which is -5 points lower than the asset management industry average of 32. Although this number is below the industry average, our proven quant model rates CION as a "A".

CION passed 9 out of 38 due diligence checks and has average fundamentals. Cion Investment has seen its stock lose -31.93% over the past year, underperforming other asset management stocks by -34 percentage points.

3. Bcp Investment (NASDAQ:BCIC)


Bcp Investment (NASDAQ:BCIC) is the #3 top asset management stock out of 102 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 Bcp Investment (NASDAQ:BCIC) is: Value: B, Growth: B, Momentum: C, Sentiment: B, Safety: C, Financials: C, and AI: C.

Bcp Investment (NASDAQ:BCIC) has a Due Diligence Score of 40, which is 8 points higher than the asset management industry average of 32.

BCIC passed 14 out of 38 due diligence checks and has average fundamentals. Bcp Investment has seen its stock lose -32.58% over the past year, underperforming other asset management stocks by -34 percentage points.

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. Ofs Capital (NASDAQ:OFS)


Ofs Capital (NASDAQ:OFS) has an annual dividend yield of 26.98%, which is 18 percentage points higher than the asset management industry average of 8.79%. 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 566.7% indicates that its high dividend yield might not be sustainable for the long-term.

2. Blackrock Tcp Capital (NASDAQ:TCPC)


Blackrock Tcp Capital (NASDAQ:TCPC) has an annual dividend yield of 24.83%, which is 16 percentage points higher than the asset management industry average of 8.79%. Blackrock Tcp Capital's dividend payout is not stable, having dropped more than 10% five 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 -1,091.7% indicates that its high dividend yield might not be sustainable for the long-term.

3. Fs Kkr Capital (NYSE:FSK)


Fs Kkr Capital (NYSE:FSK) has an annual dividend yield of 24.8%, which is 16 percentage points higher than the asset management industry average of 8.79%. Fs Kkr Capital's dividend payout is not stable, having dropped more than 10% eight times in the last 10 years. Fs Kkr Capital's dividend has not shown consistent growth over the last 10 years.

Fs Kkr Capital's dividend payout ratio of 7,000% 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 0.17% in the last day, and up 0.45% 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 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 -20.4% in the past year. It has underperformed other stocks in the asset management industry by -22 percentage points.

2. Noah Holdings (NYSE:NOAH)


Noah Holdings (NYSE:NOAH) 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.

Noah Holdings has a valuation score of 14, which is -25 points higher than the asset management industry average of 39. 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 "B".

Noah Holdings's stock has gained 2.2% in the past year. It has performed in line with other stocks in the asset management industry.

3. Whitehorse Finance (NASDAQ:WHF)


Whitehorse Finance (NASDAQ:WHF) 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.

Whitehorse Finance 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.

Whitehorse Finance's stock has dropped -42.83% 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?

31.43% of asset management stocks rated by analysts are a hold right now. On average, analysts expect asset management stocks to rise by 18.77% over the next year.

3.75% of asset management stocks have a Zen Rating of A (Strong Buy), 12.5% of asset management stocks are rated B (Buy), 66.25% are rated C (Hold), 13.75% are rated D (Sell), and 3.75% 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 34.08x.
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.