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
$8.03B26,684,73093.17%6.83%Net BuyingNet Selling
FHI
FEDERATED HERMES INC
$4.33B75,974,66665.80%34.20%Net SellingNet Selling
GCMG
GCM GROSVENOR INC
$2.22B202,476,79027.76%19.97%Net SellingNet Selling
WT
WISDOMTREE INC
$2.59B141,616,69869.29%30.71%Net SellingNet Selling
SII
SPROTT INC
$3.74B25,786,25851.92%10.10%
NOAH
NOAH HOLDINGS LTD
$685.41M333,370,3407.88%37.11%
HTGC
HERCULES CAPITAL INC
$2.92B183,695,43727.09%7.49%Net BuyingNet Buying
CSWC
CAPITAL SOUTHWEST CORP
$1.44B60,162,02024.87%19.14%Net SellingNet Buying
VCTR
VICTORY CAPITAL HOLDINGS INC
$4.77B64,049,63654.95%45.05%Net BuyingNet Buying
AAMI
ACADIAN ASSET MANAGEMENT INC
$2.38B35,722,56827.77%72.23%Net SellingNet Selling
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC
$3.03B80,586,16081.48%9.17%Net SellingNet Selling
BEN
FRANKLIN RESOURCES INC
$14.44B520,763,44853.01%44.39%Net BuyingNet Buying
BCIC
BCP INVESTMENT CORP
$100.33M12,386,51912.59%87.41%Net SellingNet Selling
VINP
VINCI COMPASS INVESTMENTS LTD
$738.62M65,422,09815.14%36.28%Net SellingNet Selling
RPC
RIDGEPOST CAPITAL INC
$865.09M109,505,57546.64%29.98%Net SellingNet Buying
CION
CION INVESTMENT CORP
$380.24M50,496,52438.42%0.86%Net Buying
WHF
WHITEHORSE FINANCE INC
$170.09M22,234,04516.34%66.40%Net BuyingNet Buying
OFS
OFS CAPITAL CORP
$54.40M13,398,0785.10%94.90%
IVZ
INVESCO LTD
$11.07B443,673,77760.85%39.15%Net SellingNet Selling
PSEC
PROSPECT CAPITAL CORP
$1.34B482,489,80916.84%28.09%Net BuyingNet Buying
TPG
TPG INC
$17.16B384,173,49334.10%4.49%Net SellingNet Selling
CCAP
CRESCENT CAPITAL BDC INC
$502.15M36,922,69238.52%61.48%Net Selling
HLNE
HAMILTON LANE INC
$5.96B55,775,11445.22%54.78%Net SellingNet Buying
CG
CARLYLE GROUP INC
$18.98B361,171,06763.43%33.67%Net SellingNet Selling
OWL
BLUE OWL CAPITAL INC
$15.37B1,554,569,59136.43%63.57%Net BuyingNet Selling
PAX
PATRIA INVESTMENTS LTD
$2.12B159,466,99629.88%1.56%
NTRS
NORTHERN TRUST CORP
$29.54B185,827,80384.67%6.93%Net SellingNet Selling
FDUS
FIDUS INVESTMENT CORP
$713.54M37,954,36426.49%3.51%
ALTI
ALTI GLOBAL INC
$577.08M150,673,15021.27%60.40%Net Selling
OXSQ
OXFORD SQUARE CAPITAL CORP
$165.40M87,510,7274.69%8.25%
STT
STATE STREET CORP
$41.86B278,728,21192.93%3.06%Net SellingNet Selling
CNS
COHEN & STEERS INC
$3.51B51,390,18431.01%68.99%Net BuyingNet Selling
AMP
AMERIPRISE FINANCIAL INC
$41.63B91,178,99759.22%40.78%Net SellingNet Selling
NCDL
NUVEEN CHURCHILL DIRECT LENDING CORP
$720.06M49,387,06535.28%14.48%Net BuyingNet Buying
SEIC
SEI INVESTMENTS CO
$9.95B122,248,13251.51%48.49%Net SellingNet Selling
TROW
PRICE T ROWE GROUP INC
$21.39B218,072,90184.05%10.76%Net SellingNet Buying
STEP
STEPSTONE GROUP INC
$6.57B119,161,67862.47%37.53%Net SellingNet Selling
HRZN
HORIZON TECHNOLOGY FINANCE CORP
$205.08M47,804,7118.37%6.49%
AB
ALLIANCEBERNSTEIN HOLDING LP
$3.59B92,284,36715.82%26.88%Net SellingNet Selling
VRTS
VIRTUS INVESTMENT PARTNERS INC
$951.90M6,695,51544.18%55.82%Net BuyingNet Buying
BK
BANK OF NEW YORK MELLON CORP
$92.99B686,907,39882.15%17.85%Net SellingNet Selling
BCSF
BAIN CAPITAL SPECIALTY FINANCE INC
$880.27M64,868,50752.77%18.75%Net BuyingNet Buying
BN
BROOKFIELD CORP
$115.57B2,476,767,07262.07%0.00%
NMFC
NEW MOUNTAIN FINANCE CORP
$850.81M100,806,57533.39%6.18%Net BuyingNet Buying
PNNT
PENNANTPARK INVESTMENT CORP
$304.93M65,296,09420.31%8.49%Net SellingNet Buying
PSBD
PALMER SQUARE CAPITAL BDC INC
$342.88M31,199,16752.39%20.72%Net Selling
SAMG
SILVERCREST ASSET MANAGEMENT GROUP INC
$158.04M11,794,01538.21%61.79%Net Buying
CGBD
CARLYLE SECURED LENDING INC
$841.76M70,676,92337.42%2.25%Net BuyingNet Buying
MAIN
MAIN STREET CAPITAL CORP
$4.95B90,104,83123.95%7.75%Net SellingNet Selling
TRIN
TRINITY CAPITAL INC
$1.35B83,174,91324.56%6.17%Net SellingNet Selling
SAR
SARATOGA INVESTMENT CORP
$376.28M16,184,05812.90%41.67%
TSLX
SIXTH STREET SPECIALTY LENDING INC
$1.82B94,705,15053.01%13.76%Net BuyingNet Buying
PFLT
PENNANTPARK FLOATING RATE CAPITAL LTD
$878.08M99,217,89622.46%1.40%Net BuyingNet Buying
BLK
BLACKROCK INC
$163.07B155,541,53662.56%37.44%Net SellingNet Selling
KKR
KKR & CO INC
$92.65B891,550,89460.93%19.33%Net SellingNet Buying
TPVG
TRIPLEPOINT VENTURE GROWTH BDC CORP
$225.54M40,491,14511.06%12.50%Net Buying
GSBD
GOLDMAN SACHS BDC INC
$1.10B112,569,06734.03%6.06%Net BuyingNet Buying
BX
BLACKSTONE INC
$95.73B742,180,73768.93%8.98%Net SellingNet Buying
MFIC
MIDCAP FINANCIAL INVESTMENT CORP
$1.09B92,211,86934.38%1.63%Net SellingNet Selling
GECC
GREAT ELM CAPITAL CORP
$75.73M13,998,1688.88%91.12%Net Selling
GLAD
GLADSTONE CAPITAL CORP
$432.43M22,593,06913.70%10.28%Net Buying
PFG
PRINCIPAL FINANCIAL GROUP INC
$20.86B216,835,14174.08%2.15%Net SellingNet Selling
GAIN
GLADSTONE INVESTMENT CORPORATION
$632.77M39,821,96716.65%2.41%
BAM
BROOKFIELD ASSET MANAGEMENT LTD
$80.35B1,638,168,87091.03%0.00%
SLRC
SLR INVESTMENT CORP
$874.51M54,554,63432.52%28.17%Net BuyingNet Buying
APO
APOLLO GLOBAL MANAGEMENT INC
$73.63B578,247,33865.05%34.95%Net SellingNet Selling
GBDC
GOLUB CAPITAL BDC INC
$3.59B263,228,18145.69%24.79%Net Selling
BXSL
BLACKSTONE SECURED LENDING FUND
$5.75B232,279,81136.66%0.11%Net BuyingNet Buying
SCM
STELLUS CAPITAL INVESTMENT CORP
$286.87M28,947,25414.34%6.21%Net BuyingNet Buying
ARCC
ARES CAPITAL CORP
$13.73B718,022,84533.26%1.05%Net BuyingNet Buying
SSSS
SURO CAPITAL CORP
$336.90M25,387,75620.50%17.03%Net Selling
FSK
FS KKR CAPITAL CORP
$3.16B280,066,43332.75%1.72%Net BuyingNet Buying
TCPC
BLACKROCK TCP CAPITAL CORP
$366.00M84,331,03724.66%1.28%Net BuyingNet Buying
BUR
BURFORD CAPITAL LTD
$1.09B218,897,44056.02%43.98%Net SellingNet Selling
ARES
ARES MANAGEMENT CORP
$26.24B220,902,61394.16%5.77%Net SellingNet Selling
INV
INNVENTURE INC
$495.63M80,069,31920.99%45.57%Net BuyingNet Selling
MLCI
MOUNT LOGAN CAPITAL INC
$47.58M11,196,16926.17%4.01%
MAAS
MAASE INC
$164.58M15,917,2410.00%0.00%
PFX
PHENIXFIN CORP
$81.94M1,998,2594.41%95.59%Net BuyingNet Buying
WHG
WESTWOOD HOLDINGS GROUP INC
$158.01M9,484,47341.56%58.44%Net SellingNet Selling
GROW
U S GLOBAL INVESTORS INC
$33.89M12,552,76035.51%13.90%Net BuyingNet Buying
RAND
RAND CAPITAL CORP
$32.73M2,969,8140.72%99.28%Net Buying
CWD
CALIBERCOS INC
$8.32M7,053,0620.55%99.45%
BVC
BITVENTURES LTD
$85.39M15,975,0000.18%0.52%
AMTD
AMTD IDEA GROUP
$85.65M488,450,4970.07%0.00%
HNNA
HENNESSY ADVISORS INC
$77.66M7,892,17714.04%44.96%Net Selling
AURE
AURELION INC
$18.90M7,875,06594.43%5.57%
JHG
JANUS HENDERSON GROUP PLC
$7.94B154,075,60846.90%53.10%Net BuyingNet Buying
CRBG
COREBRIDGE FINANCIAL INC
$12.94B481,685,89170.39%29.61%Net SellingNet Selling
TGE
GENERATION ESSENTIALS GROUP
$58.43M53,115,2860.10%0.00%
ICMB
INVESTCORP CREDIT MANAGEMENT BDC INC
$27.42M14,432,4728.15%77.29%
RMCO
ROYALTY MANAGEMENT HOLDING CORP
$45.15M15,149,7052.01%25.03%
MGLD
MARYGOLD COMPANIES INC
$49.23M42,811,2120.72%86.73%Net Buying
EQS
EQUUS TOTAL RETURN INC
$19.27M13,966,6960.34%99.66%Net Buying
GEG
GREAT ELM GROUP INC
$71.06M32,744,5534.50%95.50%Net Selling
DHIL
DIAMOND HILL INVESTMENT GROUP INC
$473.36M2,705,37571.00%23.70%Net SellingNet Selling
BCG
BINAH CAPITAL GROUP INC
$32.60M16,716,0001.82%59.99%Net Buying
WTF
WATON FINANCIAL LTD
$212.73M48,237,4720.36%86.84%
BENF
BENEFICIENT
$46.62M14,213,7303.71%30.40%

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 99 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 19 points higher than the asset management industry average of 31.

AMG passed 20 out of 38 due diligence checks and has strong fundamentals. Affiliated Managers Group has seen its stock return 96.16% over the past year, overperforming other asset management stocks by 76 percentage points.

Affiliated Managers Group has an average 1 year price target of $377.00, an upside of 25.26% from Affiliated Managers Group's current stock price of $300.97.

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. Federated Hermes (NYSE:FHI)


Federated Hermes (NYSE:FHI) is the #2 top asset management stock out of 99 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 Federated Hermes (NYSE:FHI) is: Value: C, Growth: C, Momentum: C, Sentiment: C, Safety: B, Financials: A, and AI: B.

Federated Hermes (NYSE:FHI) has a Due Diligence Score of 53, which is 22 points higher than the asset management industry average of 31.

FHI passed 20 out of 38 due diligence checks and has strong fundamentals. Federated Hermes has seen its stock return 57.38% over the past year, overperforming other asset management stocks by 37 percentage points.

Federated Hermes has an average 1 year price target of $55.00, a downside of -3.59% from Federated Hermes's current stock price of $57.05.

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

3. Gcm Grosvenor (NASDAQ:GCMG)


Gcm Grosvenor (NASDAQ:GCMG) is the #3 top asset management stock out of 99 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 28 points higher than the asset management industry average of 31.

GCMG passed 21 out of 38 due diligence checks and has strong fundamentals. Gcm Grosvenor has seen its stock lose -8.76% over the past year, underperforming other asset management stocks by -29 percentage points.

Gcm Grosvenor has an average 1 year price target of $15.00, an upside of 37.11% from Gcm Grosvenor's current stock price of $10.94.

Gcm Grosvenor stock has a consensus Strong Buy recommendation according to Wall Street analysts. Of the 2 analysts covering Gcm Grosvenor, 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 79 asset management stocks that have issued dividends in the past year, the 3 asset management stocks with the highest dividend yields are:

1. Horizon Technology Finance (NASDAQ:HRZN)


Horizon Technology Finance (NASDAQ:HRZN) has an annual dividend yield of 28.44%, which is 19 percentage points higher than the asset management industry average of 8.97%. 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.

2. Investcorp Credit Management Bdc (NASDAQ:ICMB)


Investcorp Credit Management Bdc (NASDAQ:ICMB) has an annual dividend yield of 27.37%, which is 18 percentage points higher than the asset management industry average of 8.97%. 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.

3. Great Elm Capital (NASDAQ:GECC)


Great Elm Capital (NASDAQ:GECC) has an annual dividend yield of 26.06%, which is 17 percentage points higher than the asset management industry average of 8.97%. 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 up?

Asset management stocks were up 0.39% in the last day, and up 3.98% over the last week. Innventure was the among the top gainers in the asset management industry, gaining 34.57% yesterday.

Innventure shares are trading higher after the company announced the general availability of the NeuCool IR150.

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 35 points higher than the asset management industry average of 36. It passed 5 out of 7 valuation due diligence checks.

Virtus Investment Partners's stock has dropped -0.72% in the past year. It has underperformed other stocks in the asset management industry by -21 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 57, which is 21 points higher than the asset management industry average of 36. It passed 4 out of 7 valuation due diligence checks.

Noah Holdings's stock has gained 18.71% in the past year. It has underperformed other stocks in the asset management industry by -1 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 7 points higher than the asset management industry average of 36. It passed 3 out of 7 valuation due diligence checks.

Triplepoint Venture Growth Bdc's stock has dropped -4.79% in the past year. It has underperformed other stocks in the asset management industry by -25 percentage points.

Are asset management stocks a good buy now?

37.68% of asset management stocks rated by analysts are a buy right now. On average, analysts expect asset management stocks to rise by 14.95% over the next year.

0% of asset management stocks have a Zen Rating of A (Strong Buy), 5.19% of asset management stocks are rated B (Buy), 79.22% are rated C (Hold), 12.99% 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 33.32x.
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.