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 89th 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
$218.33M23,551,85920.44%17.79%Net BuyingNet Buying
AAMI
ACADIAN ASSET MANAGEMENT INC
$1.74B35,795,27527.95%72.05%Net SellingNet Selling
GECC
GREAT ELM CAPITAL CORP
$130.61M11,568,3786.68%93.32%Net SellingNet Selling
DHIL
DIAMOND HILL INVESTMENT GROUP INC
$387.46M2,725,15867.32%23.00%Net SellingNet Selling
NOAH
NOAH HOLDINGS LTD
$823.39M348,892,8707.92%0.00%
FHI
FEDERATED HERMES INC
$4.16B77,560,06564.79%35.21%Net BuyingNet Selling
WHG
WESTWOOD HOLDINGS GROUP INC
$159.92M9,379,68042.36%57.64%Net SellingNet Selling
SWKH
SWK HOLDINGS CORP
$176.02M12,147,39115.11%84.89%Net BuyingNet Buying
AMG
AFFILIATED MANAGERS GROUP INC
$6.71B28,412,06393.46%6.54%Net BuyingNet Buying
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC
$3.27B70,470,81789.63%10.37%Net SellingNet Selling
GCMG
GCM GROSVENOR INC
$2.50B194,229,68024.39%75.61%Net SellingNet Selling
VINP
VINCI PARTNERS INVESTMENTS LTD
$689.03M68,696,97213.62%0.00%
JHG
JANUS HENDERSON GROUP PLC
$7.01B155,978,50847.43%52.57%Net BuyingNet Selling
VRTS
VIRTUS INVESTMENT PARTNERS INC
$1.37B6,911,16443.52%56.48%Net Selling
PAX
PATRIA INVESTMENTS LTD
$2.22B153,586,16828.50%0.00%
TPG
TPG INC
$23.16B377,871,27733.72%4.61%Net SellingNet Selling
VCTR
VICTORY CAPITAL HOLDINGS INC
$4.61B67,236,28755.04%44.96%Net BuyingNet Buying
CSWC
CAPITAL SOUTHWEST CORP
$1.27B55,628,45831.56%20.69%Net SellingNet Buying
BUR
BURFORD CAPITAL LTD
$2.82B218,662,58956.58%43.42%Net SellingNet Selling
SAR
SARATOGA INVESTMENT CORP
$384.03M15,668,13114.94%42.96%
SEIC
SEI INVESTMENTS CO
$10.69B123,625,06051.75%48.25%Net SellingNet Buying
FDUS
FIDUS INVESTMENT CORP
$751.71M35,011,88025.87%3.81%
BLK
BLACKROCK INC
$173.96B154,853,33762.14%37.86%Net SellingNet Selling
SII
SPROTT INC
$1.80B25,801,64450.97%10.09%Net Selling
TROW
PRICE T ROWE GROUP INC
$23.21B219,715,24179.70%10.63%Net SellingNet Buying
WT
WISDOMTREE INC
$2.11B147,107,12164.95%35.05%Net SellingNet Selling
BCSF
BAIN CAPITAL SPECIALTY FINANCE INC
$1.00B64,868,50749.67%18.73%Net Buying
BX
BLACKSTONE INC
$132.32B729,647,97069.87%9.00%Net SellingNet Selling
PX
P10 INC
$1.33B109,876,26745.72%29.54%Net SellingNet Selling
TRIN
TRINITY CAPITAL INC
$1.13B70,314,16024.75%5.99%Net SellingNet Buying
HRZN
HORIZON TECHNOLOGY FINANCE CORP
$276.43M40,354,9636.48%7.34%Net Buying
PNNT
PENNANTPARK INVESTMENT CORP
$463.60M65,296,09419.71%8.63%Net Buying
MFIC
MIDCAP FINANCIAL INVESTMENT CORP
$1.16B93,303,62230.93%1.63%Net Buying
GBDC
GOLUB CAPITAL BDC INC
$3.93B266,376,41639.16%24.49%Net Selling
ALTI
ALTI GLOBAL INC
$560.22M146,653,37320.86%60.58%Net Selling
AMP
AMERIPRISE FINANCIAL INC
$46.86B94,271,56559.40%40.60%Net SellingNet Selling
BN
BROOKFIELD CORP
$111.59B1,645,830,20061.65%0.00%
HTGC
HERCULES CAPITAL INC
$3.53B181,675,68325.42%7.31%Net BuyingNet Selling
KKR
KKR & CO INC
$127.66B890,641,90360.11%19.34%Net SellingNet Selling
BCIC
BCP INVESTMENT CORP
$159.49M13,191,9297.76%92.24%Net Buying
CION
CION INVESTMENT CORP
$517.22M52,086,80236.69%0.83%Net BuyingNet Buying
STT
STATE STREET CORP
$31.90B283,695,34291.15%2.96%Net SellingNet Selling
CCAP
CRESCENT CAPITAL BDC INC
$585.94M37,061,54736.04%63.96%Net SellingNet Buying
AB
ALLIANCEBERNSTEIN HOLDING LP
$4.19B110,537,29512.12%22.28%Net BuyingNet Selling
PFG
PRINCIPAL FINANCIAL GROUP INC
$18.42B222,768,44174.03%2.05%Net Selling
MAIN
MAIN STREET CAPITAL CORP
$5.96B89,029,36122.14%7.61%Net SellingNet Selling
OWL
BLUE OWL CAPITAL INC
$29.05B1,549,503,76033.16%66.84%Net Selling
TSLX
SIXTH STREET SPECIALTY LENDING INC
$2.32B94,240,34851.84%10.29%Net Buying
BEN
FRANKLIN RESOURCES INC
$12.79B519,195,47554.54%44.30%Net BuyingNet Selling
CRBG
COREBRIDGE FINANCIAL INC
$17.97B538,681,83067.09%32.91%Net SellingNet Selling
ARES
ARES MANAGEMENT CORP
$59.70B326,579,38358.69%3.76%Net SellingNet Selling
SAMG
SILVERCREST ASSET MANAGEMENT GROUP INC
$203.71M12,567,05040.72%59.28%
SLRC
SLR INVESTMENT CORP
$876.69M54,554,63431.45%27.72%Net BuyingNet Buying
NMFC
NEW MOUNTAIN FINANCE CORP
$1.11B106,360,96128.46%8.73%Net BuyingNet Buying
CG
CARLYLE GROUP INC
$24.05B361,135,88163.57%33.04%Net SellingNet Selling
WHF
WHITEHORSE FINANCE INC
$202.68M23,243,08814.04%63.07%Net Buying
BAM
BROOKFIELD ASSET MANAGEMENT LTD
$91.22B1,612,564,52792.74%0.00%
CNS
COHEN & STEERS INC
$3.65B50,996,66032.63%67.37%Net SellingNet Selling
CGBD
CARLYLE SECURED LENDING INC
$998.77M72,902,98134.76%2.16%Net BuyingNet Selling
BK
BANK OF NEW YORK MELLON CORP
$75.09B705,240,81682.42%17.58%Net SellingNet Selling
GSBD
GOLDMAN SACHS BDC INC
$1.33B117,297,22231.61%5.75%Net Selling
GLAD
GLADSTONE CAPITAL CORP
$524.97M22,329,85210.12%10.33%Net Selling
IVZ
INVESCO LTD
$10.00B445,963,77360.81%39.19%Net SellingNet Selling
STEP
STEPSTONE GROUP INC
$7.21B116,418,35359.66%40.34%Net SellingNet Selling
TPVG
TRIPLEPOINT VENTURE GROWTH BDC CORP
$266.54M40,323,7419.13%5.53%Net BuyingNet Buying
GAIN
GLADSTONE INVESTMENT CORPORATION
$543.86M38,219,23014.46%2.51%
HLNE
HAMILTON LANE INC
$8.28B55,678,87145.25%54.75%Net SellingNet Selling
BBUC
BROOKFIELD BUSINESS CORP
$2.47B72,954,44685.99%0.00%
WTF
WATON FINANCIAL LTD
$332.84M48,237,4720.25%0.00%
TCPC
BLACKROCK TCP CAPITAL CORP
$605.46M85,036,46721.82%1.15%Net Buying
OXSQ
OXFORD SQUARE CAPITAL CORP
$170.12M78,034,6046.39%9.25%
AMOD
ALPHA MODUS HOLDINGS INC
$47.41M41,959,9581.85%10.40%
SCM
STELLUS CAPITAL INVESTMENT CORP
$402.37M28,416,14812.18%5.90%
ARCC
ARES CAPITAL CORP
$15.73B705,367,42431.50%1.05%Net Buying
APO
APOLLO GLOBAL MANAGEMENT INC
$78.96B572,026,73562.53%35.15%Net SellingNet Selling
OFS
OFS CAPITAL CORP
$117.03M13,398,0786.44%93.56%
NTRS
NORTHERN TRUST CORP
$24.75B191,233,30487.29%6.60%Net SellingNet Selling
BXSL
BLACKSTONE SECURED LENDING FUND
$6.58B230,232,98836.25%0.10%Net Buying
PFLT
PENNANTPARK FLOATING RATE CAPITAL LTD
$1.01B99,217,89621.57%1.38%Net Buying
FSK
FS KKR CAPITAL CORP
$4.91B280,066,43329.34%1.71%Net SellingNet Buying
PSEC
PROSPECT CAPITAL CORP
$1.29B462,343,45214.08%28.49%Net BuyingNet Buying
INV
INNVENTURE INC
$368.65M56,025,55412.34%49.79%Net BuyingNet Selling
MAAS
MAASE INC
$15.73M4,139,4171.06%0.00%
BCG
BINAH CAPITAL GROUP INC
$28.31M16,602,4601.78%59.80%Net BuyingNet Buying
GROW
U S GLOBAL INVESTORS INC
$31.89M12,961,67127.84%13.40%Net BuyingNet Buying
EQS
EQUUS TOTAL RETURN INC
$33.29M13,586,1730.33%99.67%
AMTD
AMTD IDEA GROUP
$99.52M488,450,4970.10%0.00%
TGE
GENERATION ESSENTIALS GROUP
$52.98M19,125,0000.32%0.00%
PFX
PHENIXFIN CORP
$96.09M2,003,8694.41%95.59%Net BuyingNet Buying
CWD
CALIBERCOS INC
$18.52M2,415,0380.03%99.97%Net Selling
MGLD
MARYGOLD COMPANIES INC
$44.55M42,836,7510.41%86.48%Net BuyingNet Buying
MRCC
MONROE CAPITAL CORP
$164.66M21,666,34014.84%3.25%
ICMB
INVESTCORP CREDIT MANAGEMENT BDC INC
$41.85M14,431,2025.70%77.30%Net Buying
HNNA
HENNESSY ADVISORS INC
$90.26M7,787,56013.86%44.54%Net SellingNet Selling
RMCO
ROYALTY MANAGEMENT HOLDING CORP
$28.64M14,724,8921.56%25.75%Net Buying
STEC
SANTECH HOLDINGS LTD
$53.20M56,000,0000.22%0.00%
PWM
PRESTIGE WEALTH INC
$7.61M14,466,6660.86%0.00%
RAND
RAND CAPITAL CORP
$43.66M2,969,8140.64%99.36%Net Buying
BENF
BENEFICIENT
$3.90M8,658,95015.10%30.06%Net Selling
GEG
GREAT ELM GROUP INC
$82.64M28,996,7875.67%94.33%Net SellingNet Buying

Asset Management Stocks FAQ

What are the best asset management stocks to buy right now in Sep 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 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 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 142.04% over the past year, overperforming other asset management stocks by 126 percentage points.

Suro Capital has an average 1 year price target of $10.00, an upside of 7.87% from Suro Capital's current stock price of $9.27.

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 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: C, Momentum: A, Sentiment: A, Safety: C, Financials: A, and AI: B.

Acadian Asset Management (NYSE:AAMI) has a Due Diligence Score of 47, which is 15 points higher than the asset management industry average of 32.

AAMI passed 19 out of 38 due diligence checks and has strong fundamentals. Acadian Asset Management has seen its stock return 104.51% over the past year, overperforming other asset management stocks by 88 percentage points.

Acadian Asset Management has an average 1 year price target of $35.33, a downside of -27.25% from Acadian Asset Management's current stock price of $48.57.

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. Great Elm Capital (NASDAQ:GECC)


Great Elm Capital (NASDAQ:GECC) 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 Great Elm Capital (NASDAQ:GECC) is: Value: B, Growth: C, Momentum: C, Sentiment: B, Safety: C, Financials: C, and AI: C.

Great Elm Capital (NASDAQ:GECC) has a Due Diligence Score of 35, which is 3 points higher than the asset management industry average of 32.

GECC passed 12 out of 38 due diligence checks and has average fundamentals. Great Elm Capital has seen its stock return 11.23% over the past year, underperforming other asset management stocks by -5 percentage points.

Great Elm Capital has an average 1 year price target of $11.50, an upside of 1.86% from Great Elm Capital's current stock price of $11.29.

Great Elm Capital stock has a consensus Strong Buy recommendation according to Wall Street analysts. Of the 1 analyst covering Great Elm Capital, 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.

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. Prospect Capital (NASDAQ:PSEC)


Prospect Capital (NASDAQ:PSEC) has an annual dividend yield of 20.43%, which is 14 percentage points higher than the asset management industry average of 6.52%. 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.

2. Triplepoint Venture Growth Bdc (NYSE:TPVG)


Triplepoint Venture Growth Bdc (NYSE:TPVG) has an annual dividend yield of 18.15%, which is 12 percentage points higher than the asset management industry average of 6.52%. Triplepoint Venture Growth Bdc's dividend payout is not stable, having dropped more than 10% four 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.

3. Bcp Investment (NASDAQ:BCIC)


Bcp Investment (NASDAQ:BCIC) has an annual dividend yield of 18.11%, which is 12 percentage points higher than the asset management industry average of 6.52%. Bcp Investment's dividend payout is not stable, having dropped more than 10% six times in the last 10 years. Bcp Investment's dividend has shown consistent growth over the last 10 years.

Bcp Investment's dividend payout ratio of -257% 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 -0.84% in the last day, and up 1.77% 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 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 33 points higher than the asset management industry average of 38. It passed 5 out of 7 valuation due diligence checks.

Virtus Investment Partners's stock has gained 0.19% in the past year. It has underperformed other stocks in the asset management industry by -16 percentage points.

2. Great Elm Capital (NASDAQ:GECC)


Great Elm Capital (NASDAQ:GECC) 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.

Great Elm Capital has a valuation score of 43, which is 5 points higher than the asset management industry average of 38. It passed 3 out of 7 valuation due diligence checks.

Great Elm Capital's stock has gained 11.23% in the past year. It has underperformed other stocks in the asset management industry by -5 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 48 points higher than the asset management industry average of 38. It passed 6 out of 7 valuation due diligence checks.

Diamond Hill Investment Group's stock has dropped -6.44% in the past year. It has underperformed other stocks in the asset management industry by -23 percentage points.

Are asset management stocks a good buy now?

32.86% of asset management stocks rated by analysts are a hold right now. On average, analysts expect asset management stocks to rise by 2.92% over the next year.

2.44% of asset management stocks have a Zen Rating of A (Strong Buy), 7.32% of asset management stocks are rated B (Buy), 81.71% are rated C (Hold), 7.32% are rated D (Sell), and 1.22% 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 49.96x.
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.