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 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)
AMG
AFFILIATED MANAGERS GROUP INC
$7.61B26,684,73093.17%6.83%Net BuyingNet Selling
GCMG
GCM GROSVENOR INC
$1.97B202,476,79027.76%19.98%Net SellingNet Selling
WT
WISDOMTREE INC
$2.24B141,616,69869.29%30.71%Net SellingNet Selling
FHI
FEDERATED HERMES INC
$4.20B75,974,66665.80%34.20%Net SellingNet Selling
SII
SPROTT INC
$3.71B25,786,25851.92%10.10%
CSWC
CAPITAL SOUTHWEST CORP
$1.37B60,162,02024.87%19.14%Net SellingNet Buying
AAMI
ACADIAN ASSET MANAGEMENT INC
$2.21B35,722,56827.77%72.23%Net SellingNet Selling
HTGC
HERCULES CAPITAL INC
$2.75B183,695,43727.09%7.51%Net BuyingNet Buying
VCTR
VICTORY CAPITAL HOLDINGS INC
$4.34B64,049,63654.95%45.05%Net BuyingNet Buying
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC
$2.97B80,586,16081.48%9.17%Net SellingNet Selling
BEN
FRANKLIN RESOURCES INC
$12.97B520,763,44853.01%44.39%Net BuyingNet Buying
RPC
RIDGEPOST CAPITAL INC
$775.30M109,505,57546.64%29.98%Net SellingNet Buying
VINP
VINCI COMPASS INVESTMENTS LTD
$758.36M70,874,41113.97%33.62%Net SellingNet Selling
BCIC
BCP INVESTMENT CORP
$98.72M12,386,51912.59%87.41%Net SellingNet Selling
OWL
BLUE OWL CAPITAL INC
$12.79B1,554,569,59136.43%63.57%Net BuyingNet Selling
NOAH
NOAH HOLDINGS LTD
$668.07M333,370,3407.88%37.11%
WHF
WHITEHORSE FINANCE INC
$168.09M22,234,04516.34%66.40%Net BuyingNet Buying
CION
CION INVESTMENT CORP
$349.44M50,496,52438.42%0.86%Net Buying
HLNE
HAMILTON LANE INC
$5.15B55,775,11445.22%54.78%Net SellingNet Buying
IVZ
INVESCO LTD
$10.46B443,673,77760.85%39.15%Net SellingNet Selling
OFS
OFS CAPITAL CORP
$51.72M13,398,0785.10%94.90%
TPG
TPG INC
$14.71B384,173,49334.10%4.49%Net SellingNet Selling
CG
CARLYLE GROUP INC
$17.08B361,171,06763.43%33.67%Net SellingNet Selling
CNS
COHEN & STEERS INC
$3.25B51,390,18431.01%68.99%Net BuyingNet Selling
CCAP
CRESCENT CAPITAL BDC INC
$460.06M36,922,69238.52%61.48%Net Selling
PAX
PATRIA INVESTMENTS LTD
$1.96B159,466,99629.88%1.56%
NTRS
NORTHERN TRUST CORP
$28.29B185,827,80384.67%6.93%Net SellingNet Selling
PSEC
PROSPECT CAPITAL CORP
$1.26B482,489,80916.84%28.09%Net BuyingNet Buying
FDUS
FIDUS INVESTMENT CORP
$679.76M37,954,36426.49%3.51%
BN
BROOKFIELD CORP
$104.37B2,476,767,07262.07%0.00%
ALTI
ALTI GLOBAL INC
$580.09M150,673,15021.27%60.40%Net Selling
SEIC
SEI INVESTMENTS CO
$9.41B122,248,13251.51%48.49%Net SellingNet Selling
HRZN
HORIZON TECHNOLOGY FINANCE CORP
$216.08M47,804,7118.37%6.19%
AMP
AMERIPRISE FINANCIAL INC
$40.70B91,178,99759.22%40.78%Net SellingNet Selling
OXSQ
OXFORD SQUARE CAPITAL CORP
$163.65M87,510,7274.69%8.25%
TROW
PRICE T ROWE GROUP INC
$19.95B218,072,90184.05%10.76%Net SellingNet Buying
NCDL
NUVEEN CHURCHILL DIRECT LENDING CORP
$665.24M49,387,06535.28%14.48%Net BuyingNet Buying
STT
STATE STREET CORP
$38.86B278,728,21192.93%3.06%Net SellingNet Selling
VRTS
VIRTUS INVESTMENT PARTNERS INC
$920.30M6,695,51544.18%55.82%Net BuyingNet Buying
PSBD
PALMER SQUARE CAPITAL BDC INC
$315.42M31,199,16752.39%20.72%Net Selling
AB
ALLIANCEBERNSTEIN HOLDING LP
$3.51B92,284,36715.82%26.88%Net SellingNet Selling
KKR
KKR & CO INC
$81.33B891,550,89460.93%19.33%Net SellingNet Buying
SAR
SARATOGA INVESTMENT CORP
$360.74M16,184,05812.90%41.67%
PNNT
PENNANTPARK INVESTMENT CORP
$291.22M65,296,09420.31%8.49%Net SellingNet Buying
BCSF
BAIN CAPITAL SPECIALTY FINANCE INC
$817.99M64,868,50752.77%18.75%Net BuyingNet Buying
STEP
STEPSTONE GROUP INC
$5.47B119,161,67862.47%37.53%Net SellingNet Selling
CGBD
CARLYLE SECURED LENDING INC
$772.50M70,676,92337.42%2.25%Net BuyingNet Buying
MAIN
MAIN STREET CAPITAL CORP
$4.78B90,104,83123.95%7.75%Net SellingNet Selling
BK
BANK OF NEW YORK MELLON CORP
$87.62B686,907,39882.16%17.84%Net SellingNet Selling
GSBD
GOLDMAN SACHS BDC INC
$1.01B112,569,06734.03%6.06%Net BuyingNet Buying
BLK
BLACKROCK INC
$155.43B155,541,53662.56%37.44%Net SellingNet Selling
TPVG
TRIPLEPOINT VENTURE GROWTH BDC CORP
$207.31M40,491,14511.06%12.50%Net Buying
PFLT
PENNANTPARK FLOATING RATE CAPITAL LTD
$835.41M99,217,89622.46%1.40%Net BuyingNet Buying
NMFC
NEW MOUNTAIN FINANCE CORP
$805.44M100,806,57533.39%6.18%Net BuyingNet Buying
TRIN
TRINITY CAPITAL INC
$1.26B83,174,91324.56%6.17%Net SellingNet Selling
BX
BLACKSTONE INC
$85.22B742,180,73768.93%8.98%Net SellingNet Buying
GLAD
GLADSTONE CAPITAL CORP
$398.32M22,593,06913.70%10.28%Net Buying
GECC
GREAT ELM CAPITAL CORP
$71.25M13,998,1688.88%91.12%Net Selling
PFG
PRINCIPAL FINANCIAL GROUP INC
$19.91B216,835,14174.08%2.15%Net SellingNet Selling
BAM
BROOKFIELD ASSET MANAGEMENT LTD
$73.55B1,638,168,87091.03%0.00%
TSLX
SIXTH STREET SPECIALTY LENDING INC
$1.71B94,705,15053.01%13.76%Net BuyingNet Buying
APO
APOLLO GLOBAL MANAGEMENT INC
$60.30B578,247,33865.05%34.95%Net SellingNet Selling
SAMG
SILVERCREST ASSET MANAGEMENT GROUP INC
$154.03M11,794,01538.21%61.79%Net Buying
GAIN
GLADSTONE INVESTMENT CORPORATION
$584.19M39,821,96716.65%2.41%
GBDC
GOLUB CAPITAL BDC INC
$3.35B263,228,18145.69%24.79%Net Selling
SLRC
SLR INVESTMENT CORP
$818.87M54,554,63432.52%28.17%Net BuyingNet Buying
ARES
ARES MANAGEMENT CORP
$22.19B220,902,61394.16%5.77%Net SellingNet Selling
MFIC
MIDCAP FINANCIAL INVESTMENT CORP
$1.08B92,211,86934.38%1.63%Net SellingNet Selling
SCM
STELLUS CAPITAL INVESTMENT CORP
$270.66M28,947,25414.34%6.21%Net BuyingNet Buying
ARCC
ARES CAPITAL CORP
$12.99B718,022,84533.26%1.05%Net BuyingNet Buying
BXSL
BLACKSTONE SECURED LENDING FUND
$5.37B232,279,81136.66%0.11%Net BuyingNet Buying
SSSS
SURO CAPITAL CORP
$302.37M25,387,75620.50%17.03%Net Selling
BUR
BURFORD CAPITAL LTD
$954.39M218,897,44056.02%43.98%Net SellingNet Selling
FSK
FS KKR CAPITAL CORP
$2.84B280,066,43332.75%1.72%Net BuyingNet Buying
TCPC
BLACKROCK TCP CAPITAL CORP
$323.83M84,331,03724.66%1.28%Net BuyingNet Buying
INV
INNVENTURE INC
$347.50M80,069,31920.99%45.57%Net BuyingNet Selling
MLCI
MOUNT LOGAN CAPITAL INC
$42.21M11,196,16926.17%2.01%
MGLD
MARYGOLD COMPANIES INC
$50.52M42,811,2120.72%86.73%Net Buying
PFX
PHENIXFIN CORP
$82.93M1,998,2594.41%95.59%Net BuyingNet Buying
RMCO
ROYALTY MANAGEMENT HOLDING CORP
$39.39M15,149,7052.01%25.03%
WHG
WESTWOOD HOLDINGS GROUP INC
$151.37M9,484,47341.54%58.46%Net SellingNet Selling
EQS
EQUUS TOTAL RETURN INC
$19.41M13,966,6960.34%99.66%Net Buying
DHIL
DIAMOND HILL INVESTMENT GROUP INC
$465.05M2,705,37571.00%23.70%Net SellingNet Selling
CWD
CALIBERCOS INC
$7.34M7,053,0620.55%99.45%
JHG
JANUS HENDERSON GROUP PLC
$7.95B154,075,60846.90%53.10%Net BuyingNet Buying
AMTD
AMTD IDEA GROUP
$81.57M488,450,4970.07%0.00%
BVC
BITVENTURES LTD
$84.03M15,975,0000.18%0.52%
AURE
AURELION INC
$20.16M7,875,06594.43%5.57%
CRBG
COREBRIDGE FINANCIAL INC
$11.78B481,685,89170.39%29.61%Net SellingNet Selling
TGE
GENERATION ESSENTIALS GROUP
$57.90M53,115,2860.10%0.00%
ICMB
INVESTCORP CREDIT MANAGEMENT BDC INC
$24.82M14,432,4728.15%77.29%
MRCC
MONROE CAPITAL CORP
$105.73M21,666,34026.34%3.25%
GROW
U S GLOBAL INVESTORS INC
$31.63M12,552,76035.51%13.90%Net BuyingNet Buying
RAND
RAND CAPITAL CORP
$34.84M2,969,8140.72%99.28%Net Buying
GEG
GREAT ELM GROUP INC
$65.49M32,744,5534.50%95.50%Net Selling
WTF
WATON FINANCIAL LTD
$173.17M48,237,4720.36%86.84%
HNNA
HENNESSY ADVISORS INC
$78.13M7,892,17714.04%44.96%Net Selling
BCG
BINAH CAPITAL GROUP INC
$29.42M16,716,0001.82%59.99%Net Buying
MAAS
MAASE INC
$85.16M15,917,2410.00%0.00%
BENF
BENEFICIENT
$57.99M14,213,7303.71%29.34%

Asset Management Stocks FAQ

What are the best asset management stocks to buy right now in Apr 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 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 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 50, which is 18 points higher than the asset management industry average of 32.

AMG passed 20 out of 38 due diligence checks and has strong fundamentals. Affiliated Managers Group has seen its stock return 85.87% over the past year, overperforming other asset management stocks by 74 percentage points.

Affiliated Managers Group has an average 1 year price target of $377.00, an upside of 32.11% from Affiliated Managers Group's current stock price of $285.36.

Affiliated Managers Group stock has a consensus Strong Buy recommendation according to Wall Street analysts. Of the 3 analysts covering Affiliated Managers Group, 66.67% have issued a Strong Buy rating, 33.33% have issued a Buy, 0% have issued a hold, while 0% have issued a Sell rating, and 0% have issued a Strong Sell.

2. Gcm Grosvenor (NASDAQ:GCMG)


Gcm Grosvenor (NASDAQ:GCMG) is the #2 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 Gcm Grosvenor (NASDAQ:GCMG) is: Value: C, Growth: C, Momentum: C, Sentiment: B, Safety: C, Financials: C, and AI: C.

Gcm Grosvenor (NASDAQ:GCMG) has a Due Diligence Score of 59, which is 27 points higher than the asset management industry average of 32.

GCMG passed 21 out of 38 due diligence checks and has strong fundamentals. Gcm Grosvenor has seen its stock lose -22.05% over the past year, underperforming other asset management stocks by -34 percentage points.

Gcm Grosvenor has an average 1 year price target of $13.00, an upside of 33.74% from Gcm Grosvenor's current stock price of $9.72.

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

3. Wisdomtree (NYSE:WT)


Wisdomtree (NYSE:WT) 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 Wisdomtree (NYSE:WT) is: Value: C, Growth: B, Momentum: C, Sentiment: C, Safety: C, Financials: C, and AI: C.

Wisdomtree (NYSE:WT) has a Due Diligence Score of 49, which is 17 points higher than the asset management industry average of 32.

WT passed 20 out of 38 due diligence checks and has strong fundamentals. Wisdomtree has seen its stock return 99.25% over the past year, overperforming other asset management stocks by 88 percentage points.

Wisdomtree has an average 1 year price target of $17.33, an upside of 9.43% from Wisdomtree's current stock price of $15.84.

Wisdomtree stock has a consensus Hold recommendation according to Wall Street analysts. Of the 3 analysts covering Wisdomtree, 0% have issued a Strong Buy rating, 33.33% have issued a Buy, 66.67% 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 80 asset management stocks that have issued dividends in the past year, the 3 asset management stocks with the highest dividend yields are:

1. Investcorp Credit Management Bdc (NASDAQ:ICMB)


Investcorp Credit Management Bdc (NASDAQ:ICMB) has an annual dividend yield of 30.23%, which is 21 percentage points higher than the asset management industry average of 9.6%. Investcorp Credit Management Bdc's dividend payout is not stable, having dropped more than 10% five times in the last 10 years. Investcorp Credit Management Bdc's dividend has not shown consistent growth over the last 10 years.

Investcorp Credit Management Bdc's dividend payout ratio of -85.2% indicates that its high dividend yield might not be sustainable for the long-term.

2. Horizon Technology Finance (NASDAQ:HRZN)


Horizon Technology Finance (NASDAQ:HRZN) has an annual dividend yield of 28.1%, which is 18 percentage points higher than the asset management industry average of 9.6%. 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 -2,200% indicates that its high dividend yield might not be sustainable for the long-term.

3. Great Elm Capital (NASDAQ:GECC)


Great Elm Capital (NASDAQ:GECC) has an annual dividend yield of 27.7%, which is 18 percentage points higher than the asset management industry average of 9.6%. Great Elm Capital's dividend payout is not stable, having dropped more than 10% seven times in the last 10 years. Great Elm Capital's dividend has shown consistent growth over the last 10 years.

Great Elm Capital's dividend payout ratio of -57.6% 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 -0.61% in the last day, and up 2.46% 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 34 points higher than the asset management industry average of 37. It passed 5 out of 7 valuation due diligence checks.

Virtus Investment Partners's stock has dropped -7.15% in the past year. It has underperformed other stocks in the asset management industry by -19 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 6 points higher than the asset management industry average of 37. It passed 3 out of 7 valuation due diligence checks.

Triplepoint Venture Growth Bdc's stock has dropped -14.38% in the past year. It has underperformed other stocks in the asset management industry by -26 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 57, which is 20 points higher than the asset management industry average of 37. It passed 4 out of 7 valuation due diligence checks.

Noah Holdings's stock has gained 21.16% in the past year. It has overperformed other stocks in the asset management industry by 10 percentage points.

Are asset management stocks a good buy now?

39.44% of asset management stocks rated by analysts are a buy right now. On average, analysts expect asset management stocks to rise by 23.55% over the next year.

0% of asset management stocks have a Zen Rating of A (Strong Buy), 6.49% of asset management stocks are rated B (Buy), 79.22% are rated C (Hold), 11.69% are rated D (Sell), and 2.6% 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 29.76x.
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.