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 +28.50% per year, and are the best asset management stocks to buy now. Learn More.

Industry: Asset Management
C
Asset Management is Zen Rated C and is the 84th 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)
AAMI
ACADIAN ASSET MANAGEMENT INC
$3.27B35,490,12828.50%71.50%Net SellingNet Selling
AMG
AFFILIATED MANAGERS GROUP INC
$9.37B25,859,93391.99%8.01%Net BuyingNet Buying
VCTR
VICTORY CAPITAL HOLDINGS INC
$7.15B61,509,57254.46%45.54%Net BuyingNet Selling
BEN
FRANKLIN RESOURCES INC
$17.07B508,076,91055.01%44.99%Net BuyingNet Buying
SEIC
SEI INVESTMENTS CO
$12.67B120,019,18251.81%48.19%Net SellingNet Selling
PSEC
PROSPECT CAPITAL CORP
$1.15B501,007,65317.03%27.69%Net BuyingNet Buying
WHG
WESTWOOD HOLDINGS GROUP INC
$183.13M9,543,15243.95%56.05%Net SellingNet Selling
WT
WISDOMTREE INC
$3.44B151,512,11169.76%30.24%Net SellingNet Selling
PAX
PATRIA INVESTMENTS LTD
$1.80B162,286,72131.63%1.68%Net BuyingNet Buying
RPC
RIDGEPOST CAPITAL INC
$972.30M110,238,44041.22%29.92%Net Selling
CION
CION INVESTMENT CORP
$365.58M49,202,70434.63%0.88%
GCMG
GCM GROSVENOR INC
$2.82B202,792,10027.41%22.91%Net SellingNet Selling
FHI
FEDERATED HERMES INC
$4.70B74,660,28164.80%35.20%Net SellingNet Selling
TPG
TPG INC
$19.56B384,524,72934.09%5.04%Net SellingNet Selling
HLNE
HAMILTON LANE INC
$5.69B55,110,63845.50%54.50%Net SellingNet Buying
MFIC
MIDCAP FINANCIAL INVESTMENT CORP
$794.90M82,372,62838.63%1.83%Net Selling
IVZ
INVESCO LTD
$13.92B441,499,78061.29%38.71%Net SellingNet Selling
NOAH
NOAH HOLDINGS LTD
$591.50M345,101,0407.39%35.85%
STT
STATE STREET CORP
$52.22B274,701,76592.61%3.12%Net SellingNet Selling
BX
BLACKSTONE INC
$109.90B750,625,11470.00%8.88%Net SellingNet Selling
HTGC
HERCULES CAPITAL INC
$3.11B187,164,00026.95%7.35%Net BuyingNet Selling
AMP
AMERIPRISE FINANCIAL INC
$49.91B88,333,21958.80%41.20%Net SellingNet Selling
VRTS
VIRTUS INVESTMENT PARTNERS INC
$1.11B6,622,69044.16%55.84%Net BuyingNet Selling
PFG
PRINCIPAL FINANCIAL GROUP INC
$24.36B214,104,64178.53%2.19%Net SellingNet Buying
NTRS
NORTHERN TRUST CORP
$35.00B182,955,65384.37%7.62%Net SellingNet Selling
WHF
WHITEHORSE FINANCE INC
$151.84M21,476,47115.89%69.13%Net BuyingNet Buying
TRIN
TRINITY CAPITAL INC
$1.73B94,693,57421.40%6.12%Net SellingNet Selling
GSBD
GOLDMAN SACHS BDC INC
$1.08B112,569,06737.83%6.08%Net BuyingNet Buying
MAAS
MAASE INC
$5.25B319,841,8490.00%0.00%
VINP
VINCI COMPASS INVESTMENTS LTD
$676.85M70,874,41114.72%32.90%Net SellingNet Selling
BLK
BLACKROCK INC
$179.79B154,869,25961.16%38.84%Net SellingNet Selling
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC
$3.39B81,072,66983.42%9.11%Net Selling
TROW
PRICE T ROWE GROUP INC
$23.77B213,315,85087.19%11.06%Net SellingNet Buying
PSBD
PALMER SQUARE CAPITAL BDC INC
$318.47M30,651,22153.63%31.95%Net SellingNet Buying
GECC
GREAT ELM CAPITAL CORP
$81.81M13,889,7505.53%94.47%Net SellingNet Selling
CNS
COHEN & STEERS INC
$4.36B51,421,53330.47%69.53%Net BuyingNet Selling
HRZN
HORIZON TECHNOLOGY FINANCE CORP
$333.16M67,033,9094.78%4.88%Net BuyingNet Buying
OXSQ
OXFORD SQUARE CAPITAL CORP
$144.03M93,527,0873.01%8.03%Net BuyingNet Buying
PFLT
PENNANTPARK FLOATING RATE CAPITAL LTD
$742.15M99,217,89620.83%1.41%Net Buying
BNY
BANK OF NEW YORK MELLON CORP
$110.55B678,504,14281.74%18.26%Net SellingNet Selling
FSK
FS KKR CAPITAL CORP
$3.36B276,340,28038.70%1.74%Net BuyingNet Buying
GLAD
GLADSTONE CAPITAL CORP
$444.41M22,593,06911.31%10.28%Net Buying
TCPC
BLACKROCK TCP CAPITAL CORP
$335.61M83,902,77525.31%1.28%Net Buying
AB
ALLIANCEBERNSTEIN HOLDING LP
$3.39B93,075,21913.02%26.64%Net SellingNet Buying
FDUS
FIDUS INVESTMENT CORP
$748.46M37,954,36426.06%3.51%
BCIC
BCP INVESTMENT CORP
$95.60M12,383,6529.49%90.51%Net SellingNet Selling
SII
SPROTT INC
$3.03B25,732,67865.87%10.12%
BCSF
BAIN CAPITAL SPECIALTY FINANCE INC
$820.59M64,868,50752.13%18.75%Net Buying
OWL
BLUE OWL CAPITAL INC
$19.05B1,559,092,22335.91%64.09%Net Buying
TPVG
TRIPLEPOINT VENTURE GROWTH BDC CORP
$220.24M40,709,7239.22%12.43%Net Buying
KKR
KKR & CO INC
$99.55B897,635,60158.97%19.20%Net Buying
NMFC
NEW MOUNTAIN FINANCE CORP
$728.23M94,452,39029.43%6.51%Net BuyingNet Selling
OFS
OFS CAPITAL CORP
$48.64M13,398,0783.76%96.24%
BN
BROOKFIELD CORP
$99.85B2,234,300,00066.14%0.00%
SCM
STELLUS CAPITAL INVESTMENT CORP
$249.48M28,479,93714.34%6.35%Net BuyingNet Buying
GAIN
GLADSTONE INVESTMENT CORPORATION
$653.88M39,821,96717.16%2.42%Net BuyingNet Buying
CSWC
CAPITAL SOUTHWEST CORP
$1.60B63,733,86726.11%19.40%Net SellingNet Selling
APO
APOLLO GLOBAL MANAGEMENT INC
$81.86B590,543,15964.53%35.47%Net SellingNet Selling
BXSL
BLACKSTONE SECURED LENDING FUND
$5.69B232,970,06335.49%0.11%Net Buying
CGBD
CARLYLE SECURED LENDING INC
$763.73M68,804,58137.10%2.30%Net SellingNet Selling
GBDC
GOLUB CAPITAL BDC INC
$3.40B259,651,58945.93%25.26%Net SellingNet Selling
NCDL
NUVEEN CHURCHILL DIRECT LENDING CORP
$611.41M49,387,06530.86%14.51%Net BuyingNet Buying
PNNT
PENNANTPARK INVESTMENT CORP
$249.43M65,296,09418.44%8.49%Net Selling
ALTI
ALTI GLOBAL INC
$644.05M155,943,43221.47%59.33%
TSLX
SIXTH STREET SPECIALTY LENDING INC
$1.79B95,343,13954.62%13.69%Net Buying
SAMG
SILVERCREST ASSET MANAGEMENT GROUP INC
$119.07M11,847,76737.09%62.91%Net Buying
BAM
BROOKFIELD ASSET MANAGEMENT LTD
$87.05B1,597,251,63392.76%0.00%
INV
INNVENTURE INC
$295.84M84,044,74830.59%37.51%Net SellingNet Selling
CCAP
CRESCENT CAPITAL BDC INC
$408.25M36,845,95237.71%62.29%Net BuyingNet Buying
CG
CARLYLE GROUP INC
$17.20B356,332,79861.46%34.05%Net SellingNet Selling
MAIN
MAIN STREET CAPITAL CORP
$5.47B93,508,46124.84%7.47%Net SellingNet Selling
SLRC
SLR INVESTMENT CORP
$699.94M54,554,63432.39%28.21%Net Buying
ARCC
ARES CAPITAL CORP
$14.27B718,022,84534.29%1.05%Net Buying
STEP
STEPSTONE GROUP INC
$5.80B120,676,66863.15%36.85%Net SellingNet Selling
PS
PERSHING SQUARE INC
$15.52B400,000,0000.00%59.69%Net Buying
SAR
SARATOGA INVESTMENT CORP
$316.10M16,310,60111.81%41.68%
BUR
BURFORD CAPITAL LTD
$961.78M219,584,50357.80%42.20%Net SellingNet Selling
NSLR
NEOSTELLAR CAPITAL CORP
$286.97M26,473,22220.25%16.75%Net SellingNet Selling
ARES
ARES MANAGEMENT CORP
$31.88B223,957,74292.38%5.62%Net SellingNet Selling
AURE
AURELION INC
$64.30M37,600,0006.63%4.45%
TGE
GENERATION ESSENTIALS GROUP
$44.24M48,461,0700.07%0.00%
MLCI
MOUNT LOGAN CAPITAL INC
$29.65M11,188,76824.47%8.41%Net BuyingNet Buying
MGLD
MARYGOLD COMPANIES INC
$46.24M42,811,2121.46%86.73%Net Buying
BVC
BITVENTURES LTD
$110.38M8,400,0000.01%1.01%
CWD
CALIBERCOS INC
$5.69M8,840,2240.76%99.24%
ZSTK
ZEROSTACK CORP
$32.01M17,489,8280.32%99.68%Net BuyingNet Buying
WTF
WATON FINANCIAL LTD
$140.85M48,237,4720.10%86.84%
CRBG
COREBRIDGE FINANCIAL INC
$15.06B445,772,52263.42%36.58%Net SellingNet Selling
AVAT
AVALANCHE TREASURY CORP
$15.50M45,320,44451.24%0.11%
ICMB
INVESTCORP CREDIT MANAGEMENT BDC INC
$12.27M14,432,4727.15%77.29%
AMTD
AMTD IDEA GROUP
$71.92M574,233,3260.06%0.00%
PFX
PHENIXFIN CORP
$88.86M1,931,2733.73%96.27%Net BuyingNet Buying
GEG
GREAT ELM GROUP INC
$68.99M31,357,0083.83%96.17%Net SellingNet Buying
ALP
ALPHA COMPUTE CORP
$4.22M23,470,87713.62%1.04%
EQS
EQUUS TOTAL RETURN INC
$15.64M13,966,6960.29%99.71%Net Buying
RMCO
ROYALTY MANAGEMENT HOLDING CORP
$48.21M15,159,5572.33%25.01%
BCG
BINAH CAPITAL GROUP INC
$25.22M16,810,1311.76%59.69%Net BuyingNet Buying
RAND
RAND CAPITAL CORP
$29.86M2,969,8140.37%99.63%Net Buying
BENF
BENEFICIENT
$34.55M14,518,4683.86%37.33%Net Buying
GROW
U S GLOBAL INVESTORS INC
$81.97M26,271,19514.89%19.24%Net BuyingNet Buying

Asset Management Stocks FAQ

What are the best asset management stocks to buy right now in Aug 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 101 with a Zen Rating of A. Stocks with a rating of A have had an average return of +28.5% per year. Learn more.

The Component Grade breakdown for Acadian Asset Management (NYSE:AAMI) is: Value: C, Growth: B, Momentum: C, Sentiment: A, Safety: C, Financials: A, and AI: B.

Acadian Asset Management (NYSE:AAMI) has a Due Diligence Score of 36, which is 5 points higher than the asset management industry average of 31.

AAMI passed 15 out of 38 due diligence checks and has average fundamentals. Acadian Asset Management has seen its stock return 92.95% over the past year, overperforming other asset management stocks by 89 percentage points.

Acadian Asset Management has an average 1 year price target of $84.67, a downside of -8.16% from Acadian Asset Management's current stock price of $92.19.

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.

2. Affiliated Managers Group (NYSE:AMG)


Affiliated Managers Group (NYSE:AMG) is the #2 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 +17.17% per year. Learn more.

The Component Grade breakdown for Affiliated Managers Group (NYSE:AMG) is: Value: B, Growth: C, Momentum: C, Sentiment: C, Safety: C, Financials: B, and AI: C.

Affiliated Managers Group (NYSE:AMG) has a Due Diligence Score of 42, which is 11 points higher than the asset management industry average of 31.

AMG passed 17 out of 38 due diligence checks and has strong fundamentals. Affiliated Managers Group has seen its stock return 64.95% over the past year, overperforming other asset management stocks by 61 percentage points.

Affiliated Managers Group has an average 1 year price target of $409.50, an upside of 13% from Affiliated Managers Group's current stock price of $362.40.

Affiliated Managers Group stock has a consensus Strong Buy recommendation according to Wall Street analysts. Of the 2 analysts covering Affiliated Managers Group, 50% have issued a Strong Buy rating, 50% have issued a Buy, 0% have issued a hold, while 0% have issued a Sell rating, and 0% have issued a Strong Sell.

3. Victory Capital Holdings (NASDAQ:VCTR)


Victory Capital Holdings (NASDAQ:VCTR) 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 +17.17% per year. Learn more.

The Component Grade breakdown for Victory Capital Holdings (NASDAQ:VCTR) is: Value: C, Growth: C, Momentum: C, Sentiment: B, Safety: D, Financials: B, and AI: B.

Victory Capital Holdings (NASDAQ:VCTR) has a Due Diligence Score of 51, which is 20 points higher than the asset management industry average of 31.

VCTR passed 19 out of 38 due diligence checks and has strong fundamentals. Victory Capital Holdings has seen its stock return 59.94% over the past year, overperforming other asset management stocks by 56 percentage points.

Victory Capital Holdings has an average 1 year price target of $104.00, a downside of -10.52% from Victory Capital Holdings's current stock price of $116.23.

Victory Capital Holdings stock has a consensus Hold recommendation according to Wall Street analysts. Of the 4 analysts covering Victory Capital Holdings, 0% have issued a Strong Buy rating, 25% have issued a Buy, 75% 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 82 asset management stocks that have issued dividends in the past year, the 3 asset management stocks with the highest dividend yields are:

1. Oxford Square Capital (NASDAQ:OXSQ)


Oxford Square Capital (NASDAQ:OXSQ) has an annual dividend yield of 27.27%, which is 18 percentage points higher than the asset management industry average of 8.82%. Oxford Square Capital's dividend payout is not stable, having dropped more than 10% four times in the last 10 years. Oxford Square Capital's dividend has not shown consistent growth over the last 10 years.

Oxford Square Capital's dividend payout ratio of -97.7% indicates that its high dividend yield might not be sustainable for the long-term.

2. Pennantpark Investment (NYSE:PNNT)


Pennantpark Investment (NYSE:PNNT) has an annual dividend yield of 24.08%, which is 15 percentage points higher than the asset management industry average of 8.82%. Pennantpark Investment's dividend payout is not stable, having dropped more than 10% four times in the last 10 years. Pennantpark Investment's dividend has not shown consistent growth over the last 10 years.

Pennantpark Investment's dividend payout ratio of 613.3% indicates that its high dividend yield might not be sustainable for the long-term.

3. Ofs Capital (NASDAQ:OFS)


Ofs Capital (NASDAQ:OFS) has an annual dividend yield of 23.42%, which is 15 percentage points higher than the asset management industry average of 8.82%. 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 -51.5% 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 0.18% in the last day, and up 1.97% 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. Noah Holdings (NYSE:NOAH)


Noah Holdings (NYSE:NOAH) 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.

Noah Holdings has a valuation score of 14, which is -16 points higher than the asset management industry average of 30. 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 "A".

Noah Holdings's stock has dropped -26.25% in the past year. It has underperformed other stocks in the asset management industry by -30 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 B. 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 41 points higher than the asset management industry average of 30. It passed 5 out of 7 valuation due diligence checks.

Virtus Investment Partners's stock has dropped -13.69% in the past year. It has underperformed other stocks in the asset management industry by -18 percentage points.

3. Triplepoint Venture Growth Bdc (NYSE:TPVG)


Triplepoint Venture Growth Bdc (NYSE:TPVG) 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.

Triplepoint Venture Growth Bdc has a valuation score of 43, which is 13 points higher than the asset management industry average of 30. It passed 3 out of 7 valuation due diligence checks.

Triplepoint Venture Growth Bdc's stock has dropped -13.85% in the past year. It has underperformed other stocks in the asset management industry by -18 percentage points.

Are asset management stocks a good buy now?

38.03% of asset management stocks rated by analysts are a buy right now. On average, analysts expect asset management stocks to rise by 7.96% over the next year.

1.27% of asset management stocks have a Zen Rating of A (Strong Buy), 7.59% of asset management stocks are rated B (Buy), 78.48% are rated C (Hold), 12.66% are rated D (Sell), and 0% 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 31.95x.
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.