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
D
Asset Management is Zen Rated D and is the 94th 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
$3.28B35,490,1280.04%99.96%Net SellingNet Selling
AMG
AFFILIATED MANAGERS GROUP INC
$9.58B25,859,9330.10%8.37%Net Selling
RPC
RIDGEPOST CAPITAL INC
$810.25M110,238,4400.04%33.67%Net SellingNet Selling
BEN
FRANKLIN TEMPLETON INC
$16.60B508,076,9100.05%46.95%Net BuyingNet Buying
SEIC
SEI INVESTMENTS CO
$12.40B120,019,1820.08%69.79%Net SellingNet Selling
WT
WISDOMTREE INC
$3.68B151,512,1110.11%46.12%Net SellingNet Selling
WHG
WESTWOOD HOLDINGS GROUP INC
$181.32M9,543,1520.06%70.63%Net SellingNet Selling
PAX
PATRIA INVESTMENTS LTD
$1.63B162,286,7210.03%1.77%Net BuyingNet Selling
VCTR
VICTORY CAPITAL HOLDINGS INC
$6.79B61,509,5720.08%69.21%Net SellingNet Selling
GCMG
GCM GROSVENOR INC
$2.60B202,792,1000.03%22.90%Net SellingNet Selling
TPG
TPG INC
$16.73B384,524,7290.04%5.08%Net SellingNet Selling
FHI
FEDERATED HERMES INC
$4.29B74,660,2810.09%47.64%Net SellingNet Selling
HTGC
HERCULES CAPITAL INC
$3.18B187,164,0000.03%7.35%Net BuyingNet Selling
HLNE
HAMILTON LANE INC
$4.73B55,110,6380.08%92.98%Net BuyingNet Selling
CION
CION INVESTMENT CORP
$352.29M49,202,7040.03%0.88%
BX
BLACKSTONE INC
$85.57B750,625,1140.07%8.87%Net SellingNet Selling
AMP
AMERIPRISE FINANCIAL INC
$43.93B88,333,2190.09%62.23%Net SellingNet Selling
MFIC
MIDCAP FINANCIAL INVESTMENT CORP
$729.82M82,372,6280.04%1.83%Net Selling
WHF
WHITEHORSE FINANCE INC
$151.41M21,476,4710.02%69.13%Net Buying
NOAH
NOAH HOLDINGS LTD
$534.34M341,649,3030.01%36.21%
STT
STATE STREET CORP
$48.84B274,701,7650.09%3.12%Net SellingNet Selling
NTRS
NORTHERN TRUST CORP
$31.64B182,955,6530.08%7.62%Net SellingNet Selling
CNS
COHEN & STEERS INC
$3.75B51,421,5330.05%99.95%Net BuyingNet Selling
VRTS
VIRTUS INVESTMENT PARTNERS INC
$869.29M6,622,6900.08%99.92%Net BuyingNet Selling
TRIN
TRINITY CAPITAL INC
$1.68B94,693,5740.03%7.28%Net SellingNet Selling
IVZ
INVESCO LTD
$13.43B441,499,7800.10%59.90%Net SellingNet Selling
GSBD
GOLDMAN SACHS BDC INC
$1.07B112,569,0670.05%6.08%Net Buying
PSEC
PROSPECT CAPITAL CORP
$1.11B524,832,4960.02%26.76%Net BuyingNet Buying
DBRG
DIGITALBRIDGE GROUP INC
$3.00B187,495,2810.10%13.90%Net Selling
GECC
GREAT ELM CAPITAL CORP
$72.92M13,889,7500.00%100.00%Net SellingNet Selling
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC
$2.95B81,072,6690.09%9.10%Net SellingNet Selling
PFLT
PENNANTPARK FLOATING RATE CAPITAL LTD
$694.53M99,217,8960.02%1.41%Net Buying
HRZN
HORIZON TECHNOLOGY FINANCE CORP
$310.37M67,033,9090.01%4.88%Net Buying
TCPC
BLACKROCK TCP CAPITAL CORP
$342.32M83,902,7750.03%1.28%Net Buying
MAAS
MAASE INC
$5.16B319,841,8490.00%0.00%
PSBD
PALMER SQUARE CAPITAL BDC INC
$305.59M30,651,2210.05%31.95%Net SellingNet Buying
SII
SPROTT INC
$3.09B25,732,6780.07%10.12%
PFG
PRINCIPAL FINANCIAL GROUP INC
$24.40B214,104,6410.08%2.22%Net SellingNet Buying
OWL
BLUE OWL CAPITAL INC
$14.47B1,559,092,2230.04%99.96%Net Buying
BCIC
BCP INVESTMENT CORP
$84.83M12,383,6520.01%99.99%Net Selling
TROW
PRICE T ROWE GROUP INC
$22.29B213,315,8500.09%11.05%Net SellingNet Selling
BLK
BLACKROCK INC
$165.39B154,869,2590.08%48.28%Net SellingNet Selling
HASI
HA SUSTAINABLE INFRASTRUCTURE CAPITAL INC
$4.57B128,495,7900.10%3.61%Net Selling
GLAD
GLADSTONE CAPITAL CORP
$438.98M22,593,0690.01%10.28%Net Buying
BNY
BANK OF NEW YORK MELLON CORP
$99.73B678,504,1420.08%18.83%Net SellingNet Selling
OXSQ
OXFORD SQUARE CAPITAL CORP
$137.87M107,707,7750.00%6.99%Net BuyingNet Selling
FSK
FS KKR CAPITAL CORP
$3.07B276,340,2800.04%1.75%Net BuyingNet Buying
SCM
STELLUS CAPITAL INVESTMENT CORP
$216.45M28,479,9370.01%6.36%Net BuyingNet Buying
KKR
KKR & CO INC
$83.64B897,635,6010.06%20.55%Net BuyingNet Selling
NMFC
NEW MOUNTAIN FINANCE CORP
$662.58M94,452,3900.03%6.93%Net Buying
TPVG
TRIPLEPOINT VENTURE GROWTH BDC CORP
$199.07M40,709,7230.01%17.37%Net BuyingNet Buying
FDUS
FIDUS INVESTMENT CORP
$741.25M37,954,3640.02%3.51%
BXSL
BLACKSTONE SECURED LENDING FUND
$5.74B232,970,0630.04%0.11%Net Buying
VINP
VINCI COMPASS INVESTMENTS LTD
$660.55M70,874,4110.02%32.90%Net SellingNet Selling
ALP
ALPHA COMPUTE CORP
$2.41M469,4180.48%40.72%Net BuyingNet Buying
BN
BROOKFIELD CORP
$81.53B2,234,300,0000.07%0.00%
AB
ALLIANCEBERNSTEIN HOLDING LP
$3.31B93,075,2190.01%26.64%Net SellingNet Selling
APO
APOLLO GLOBAL MANAGEMENT INC
$70.27B590,543,1590.07%36.70%Net SellingNet Selling
CSWC
CAPITAL SOUTHWEST CORP
$1.49B63,733,8670.03%19.40%Net Selling
PNNT
PENNANTPARK INVESTMENT CORP
$218.09M65,296,0940.02%8.49%Net Selling
TSLX
SIXTH STREET SPECIALTY LENDING INC
$1.75B95,343,1390.05%13.69%Net Buying
CG
CARLYLE GROUP INC
$14.14B356,332,7980.06%33.92%Net SellingNet Selling
NCDL
NUVEEN CHURCHILL DIRECT LENDING CORP
$576.84M49,387,0650.03%14.59%Net BuyingNet Buying
SAMG
SILVERCREST ASSET MANAGEMENT GROUP INC
$125.47M11,847,7670.04%65.14%Net Buying
CGBD
CARLYLE SECURED LENDING INC
$763.73M68,804,5810.04%2.30%Net SellingNet Selling
ALTI
ALTI GLOBAL INC
$469.39M155,943,4320.02%59.33%
BCSF
BAIN CAPITAL SPECIALTY FINANCE INC
$728.47M64,868,5070.06%18.75%Net Buying
GBDC
GOLUB CAPITAL BDC INC
$3.28B259,651,5890.05%25.26%Net SellingNet Selling
FWDI
FORWARD INDUSTRIES INC
$591.51M73,846,8830.05%32.11%Net Buying
BVC
BITVENTURES LTD
$95.59M8,400,0000.00%1.01%
MAIN
MAIN STREET CAPITAL CORP
$5.23B93,508,4610.02%7.46%Net SellingNet Selling
PS
PERSHING SQUARE INC
$21.42B400,000,0000.01%59.77%Net Buying
ARCC
ARES CAPITAL CORP
$13.90B718,022,8450.03%1.05%Net Buying
SLRC
SLR INVESTMENT CORP
$638.83M54,554,6340.03%35.66%Net BuyingNet Buying
GAIN
GLADSTONE INVESTMENT CORPORATION
$630.38M39,821,9670.02%2.42%Net BuyingNet Buying
BAM
BROOKFIELD ASSET MANAGEMENT LTD
$71.83B1,597,251,6330.09%0.00%
HSDT
SOLANA CO
$172.91M60,458,7030.02%99.98%Net Buying
CCAP
CRESCENT CAPITAL BDC INC
$351.51M36,845,9520.06%99.94%Net SellingNet Selling
SAR
SARATOGA INVESTMENT CORP
$277.77M16,310,6010.01%41.71%
FGC
FG NEXUS INC
$31.80M5,095,6880.00%100.00%
STEP
STEPSTONE GROUP INC
$5.21B120,676,6680.07%39.66%Net SellingNet Buying
INV
INNVENTURE INC
$50.77M84,612,6570.04%43.25%Net SellingNet Buying
ARES
ARES MANAGEMENT CORP
$26.64B223,957,7420.10%5.62%Net SellingNet Selling
NSLR
NEOSTELLAR CAPITAL CORP
$205.43M26,473,2220.03%17.02%Net SellingNet Buying
ASST
STRIVE INC
$2.50B85,441,9030.02%99.98%Net BuyingNet Buying
BUR
BURFORD CAPITAL LTD
$856.38M219,584,5030.07%47.38%Net Selling
DFDV
DEFI DEVELOPMENT CORP
$172.66M30,997,7900.01%6.48%Net BuyingNet Buying
AVAT
AVALANCHE TREASURY CORP
$83.07M43,720,4440.02%6.55%Net SellingNet Selling
GEG
GREAT ELM GROUP INC
$67.01M31,094,8900.00%100.00%Net SellingNet Selling
BENF
BENEFICIENT
$21.79M15,455,7220.01%31.56%Net BuyingNet Buying
ICMB
INVESTCORP CREDIT MANAGEMENT BDC INC
$12.27M14,432,4720.01%77.29%
AMTD
AMTD IDEA GROUP
$69.24M574,233,3260.00%0.00%
CWD
CALIBERCOS INC
$6.53M10,384,6530.00%100.00%
EQS
EQUUS TOTAL RETURN INC
$14.37M13,966,6960.00%100.00%
MLCI
MOUNT LOGAN CAPITAL INC
$37.82M11,188,7680.02%8.45%Net BuyingNet Buying
RMCO
ROYALTY MANAGEMENT HOLDING CORP
$38.08M15,172,7080.00%24.99%
RAND
RAND CAPITAL CORP
$29.04M2,969,8140.00%100.00%
PFX
PHENIXFIN CORP
$89.01M1,931,2730.00%100.00%Net Buying
BCG
BINAH CAPITAL GROUP INC
$19.53M17,060,1310.00%58.84%Net BuyingNet Buying
CRBG
COREBRIDGE FINANCIAL INC
$15.05B445,772,5220.11%58.92%Net SellingNet Selling

Asset Management Stocks FAQ

What are the best asset management stocks to buy right now in Sep 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 109 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: B, Sentiment: C, Safety: C, Financials: A, and AI: C.

Acadian Asset Management (NYSE:AAMI) has a Due Diligence Score of 39, which is 7 points higher than the asset management industry average of 32.

AAMI passed 16 out of 38 due diligence checks and has average fundamentals. Acadian Asset Management has seen its stock return 88.73% over the past year, overperforming other asset management stocks by 98 percentage points.

Acadian Asset Management has an average 1 year price target of $91.00, a downside of -1.6% from Acadian Asset Management's current stock price of $92.48.

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 109 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: C, Growth: C, Momentum: C, Sentiment: C, Safety: C, Financials: B, and AI: B.

Affiliated Managers Group (NYSE:AMG) has a Due Diligence Score of 42, which is 10 points higher than the asset management industry average of 32.

AMG passed 17 out of 38 due diligence checks and has strong fundamentals. Affiliated Managers Group has seen its stock return 55.24% over the past year, overperforming other asset management stocks by 65 percentage points.

Affiliated Managers Group has an average 1 year price target of $438.50, an upside of 18.32% from Affiliated Managers Group's current stock price of $370.61.

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. Ridgepost Capital (NYSE:RPC)


Ridgepost Capital (NYSE:RPC) is the #3 top asset management stock out of 109 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 Ridgepost Capital (NYSE:RPC) is: Value: B, Growth: B, Momentum: C, Sentiment: C, Safety: C, Financials: C, and AI: C.

Ridgepost Capital (NYSE:RPC) has a Due Diligence Score of 55, which is 23 points higher than the asset management industry average of 32.

RPC passed 20 out of 38 due diligence checks and has strong fundamentals. Ridgepost Capital has seen its stock lose -34.26% over the past year, underperforming other asset management stocks by -25 percentage points.

Ridgepost Capital has an average 1 year price target of $13.00, an upside of 76.87% from Ridgepost Capital's current stock price of $7.35.

Ridgepost Capital stock has a consensus Strong Buy recommendation according to Wall Street analysts. Of the 2 analysts covering Ridgepost Capital, 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.

What are the asset management stocks with highest dividends?

Out of 84 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 32.81%, which is 24 percentage points higher than the asset management industry average of 8.56%. 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 -93.3% 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 27.54%, which is 19 percentage points higher than the asset management industry average of 8.56%. 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. Horizon Technology Finance (NASDAQ:HRZN)


Horizon Technology Finance (NASDAQ:HRZN) has an annual dividend yield of 23.54%, which is 15 percentage points higher than the asset management industry average of 8.56%. 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 269% 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 -0.13% in the last day, and down -1.15% over the last week. Pershing Square was the among the top losers in the asset management industry, dropping -9.48% yesterday.

Pershing Square shares are trading lower after Jones Trading downgraded the stock from Buy to Hold.

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 -31.41% in the past year. It has underperformed other stocks in the asset management industry by -22 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 -15.1% in the past year. It has underperformed other stocks in the asset management industry by -6 percentage points.

3. Noah Holdings (NYSE:NOAH)


Noah Holdings (NYSE:NOAH) 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.

Noah Holdings 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.

Noah Holdings's stock has dropped -31.94% 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?

35.44% of asset management stocks rated by analysts are a hold right now. On average, analysts expect asset management stocks to rise by 19.11% over the next year.

1.14% of asset management stocks have a Zen Rating of A (Strong Buy), 10.23% of asset management stocks are rated B (Buy), 73.86% are rated C (Hold), 14.77% 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 26.33x.
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.