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
C
Asset Management is Zen Rated C and is the 87th ranked industry out of 145 stock market industries
Learn how the Zen Ratings work
Ticker
Company
Exchange
Industry
Zen Rating
Market Cap
Price
1d %
EBITDA
P/E
D/E
Country
DD Score
RMCO
ROYALTY MANAGEMENT HOLDING CORP
NASDAQ
Asset Management
$17.95M$1.20-0.83%$84.44k-120.00x0.10
United States
GROW
U S GLOBAL INVESTORS INC
NASDAQ
Asset Management
$28.52M$2.140.28%$668.00k71.20x0.06
United States

Asset Management Stocks FAQ

What are the best asset management stocks to buy right now in Apr 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. Acadian Asset Management (NYSE:AAMI)


Acadian Asset Management (NYSE:AAMI) is the #1 top asset management stock out of 102 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 Acadian Asset Management (NYSE:AAMI) is: Value: C, Growth: C, Momentum: C, Sentiment: C, Safety: C, Financials: A, and AI: C.

Acadian Asset Management (NYSE:AAMI) has a Due Diligence Score of 43, which is 9 points higher than the asset management industry average of 34.

AAMI passed 17 out of 38 due diligence checks and has strong fundamentals. Acadian Asset Management has seen its stock return 9.1% over the past year, overperforming other asset management stocks by 21 percentage points.

Acadian Asset Management has an average 1 year price target of $26.50, an upside of 4.25% from Acadian Asset Management's current stock price of $25.42.

Acadian Asset Management stock has a consensus Hold recommendation according to Wall Street analysts. Of the 2 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. Saratoga Investment (NYSE:SAR)


Saratoga Investment (NYSE:SAR) is the #2 top asset management stock out of 102 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 Saratoga Investment (NYSE:SAR) is: Value: B, Growth: C, Momentum: B, Sentiment: C, Safety: C, Financials: C, and AI: C.

Saratoga Investment (NYSE:SAR) has a Due Diligence Score of 45, which is 11 points higher than the asset management industry average of 34.

SAR passed 16 out of 38 due diligence checks and has strong fundamentals. Saratoga Investment has seen its stock return 1.26% over the past year, overperforming other asset management stocks by 13 percentage points.

Saratoga Investment has an average 1 year price target of $25.25, an upside of 8.42% from Saratoga Investment's current stock price of $23.29.

Saratoga Investment stock has a consensus Strong Buy recommendation according to Wall Street analysts. Of the 1 analyst covering Saratoga Investment, 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.

3. Silvercrest Asset Management Group (NASDAQ:SAMG)


Silvercrest Asset Management Group (NASDAQ:SAMG) is the #3 top asset management stock out of 102 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 Silvercrest Asset Management Group (NASDAQ:SAMG) is: Value: C, Growth: C, Momentum: C, Sentiment: C, Safety: C, Financials: B, and AI: C.

Silvercrest Asset Management Group (NASDAQ:SAMG) has a Due Diligence Score of 57, which is 23 points higher than the asset management industry average of 34.

SAMG passed 20 out of 38 due diligence checks and has strong fundamentals. Silvercrest Asset Management Group has seen its stock return 1.28% over the past year, overperforming other asset management stocks by 13 percentage points.

What are the asset management stocks with highest dividends?

Out of 77 asset management stocks that have issued dividends in the past year, the 3 asset management stocks with the highest dividend yields are:

1. Triplepoint Venture Growth Bdc (NYSE:TPVG)


Triplepoint Venture Growth Bdc (NYSE:TPVG) has an annual dividend yield of 22.22%, which is 15 percentage points higher than the asset management industry average of 7.01%. 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 170.7% indicates that its high dividend yield might not be sustainable for the long-term.

2. Portman Ridge Finance (NASDAQ:PTMN)


Portman Ridge Finance (NASDAQ:PTMN) has an annual dividend yield of 21.61%, which is 15 percentage points higher than the asset management industry average of 7.01%. Portman Ridge Finance's dividend payout is not stable, having dropped more than 10% five times in the last 10 years. Portman Ridge Finance's dividend has shown consistent growth over the last 10 years.

Portman Ridge Finance's dividend payout ratio of -431.2% indicates that its high dividend yield might not be sustainable for the long-term.

3. Prospect Capital (NASDAQ:PSEC)


Prospect Capital (NASDAQ:PSEC) has an annual dividend yield of 18.48%, which is 11 percentage points higher than the asset management industry average of 7.01%. 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 -337.5% 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 -2.81% in the last day, and down -3.35% over the last week. Blackstone was the among the top losers in the asset management industry, dropping -7.8% yesterday.

Blackstone shares are trading lower. B of A Securities cut its price target on the stock from $207 to $166.

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. Corebridge Financial (NYSE:CRBG)


Corebridge Financial (NYSE:CRBG) 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.

Corebridge Financial has a valuation score of 71, which is 29 points higher than the asset management industry average of 42. It passed 5 out of 7 valuation due diligence checks.

Corebridge Financial's stock has dropped -0.33% in the past year. It has overperformed other stocks in the asset management industry by 12 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 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 29 points higher than the asset management industry average of 42. It passed 5 out of 7 valuation due diligence checks.

Virtus Investment Partners's stock has dropped -38.22% in the past year. It has underperformed other stocks in the asset management industry by -26 percentage points.

3. Affiliated Managers Group (NYSE:AMG)


Affiliated Managers Group (NYSE:AMG) 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.

Affiliated Managers Group has a valuation score of 71, which is 29 points higher than the asset management industry average of 42. It passed 5 out of 7 valuation due diligence checks.

Affiliated Managers Group's stock has dropped -5.07% in the past year. It has overperformed other stocks in the asset management industry by 7 percentage points.

Are asset management stocks a good buy now?

39.71% of asset management stocks rated by analysts are a hold right now. On average, analysts expect asset management stocks to rise by 25.25% over the next year.

0% of asset management stocks have a Zen Rating of A (Strong Buy), 10.71% of asset management stocks are rated B (Buy), 78.57% are rated C (Hold), 7.14% are rated D (Sell), and 3.57% 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 31.75x.
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.