Asset Management
Financial Services240 US-listed companies tracked
Asset management firms charge fees on client portfolios they manage, spanning equities, fixed income, alternatives, and other strategies. Key profitability drivers include assets under management—which fluctuates with market performance and client flows—while structural headwinds from fee compression, passive investing growth, and regulatory compliance costs pressure margins. TrendMatrix ranks 108 US-listed Asset Management stocks by 10-dimension quantitative score, refreshed every 5 minutes during market hours with a full reanalysis nightly.
Ranked stocks
| # | Symbol | Score | Verdict | Price | Upside | ||
|---|---|---|---|---|---|---|---|
| BUY (Strong Buy Now + Strong Buy Wait) | |||||||
| 1 | SII | 6.8 | Buy Wait | $114.98 | +14.9% | ||
| 2 | VCTR | 6.7 | Buy Wait | $87.74 | +10.0% | ||
| 3 | GGN | 6.2 | Buy Wait | $4.91 | +2.6% | ||
| 4 | AAMI | 6.1 | Buy Wait | $73.09 | +16.9% | ||
| 5 | FHI | 5.9 | Buy Wait | $56.60 | +6.8% | ||
| 6 | APAM | 5.5 | Buy Wait | $35.41 | +8.2% | ||
| HOLD / WATCH | |||||||
| 7 | TWN | 7.0 | Hold | $93.89 | +9.7% | ||
| 8 | PML | 6.8 | Hold | $7.64 | -1.4% | ||
| 9 | WIW | 6.8 | Hold | $8.39 | -0.4% | ||
| 10 | ACP | 6.7 | Hold | $5.28 | -1.9% | ||
| 11 | CET | 6.7 | Hold | $52.70 | +1.6% | ||
| 12 | AOD | 6.6 | Hold | $10.34 | -0.9% | ||
| 13 | CLM | 6.6 | Hold | $7.49 | -0.1% | ||
| 14 | ETO | 6.6 | Hold | $30.80 | -1.0% | ||
| 15 | ETW | 6.6 | Hold | $9.54 | -0.9% | ||
| 16 | GAM | 6.6 | Hold | $63.94 | -0.4% | ||
| 17 | GLAD | 6.6 | Hold | $19.54 | -0.5% | ||
| 18 | OTF | 6.6 | Hold | $10.46 | +12.7% | ||
| 19 | RVT | 6.6 | Hold | $18.47 | -1.1% | ||
| 20 | AMP | 6.5 | Hold | $489.16 | +7.6% | ||
| 21 | CRF | 6.5 | Hold | $7.14 | -0.3% | ||
| 22 | FFA | 6.5 | Hold | $22.43 | -0.7% | ||
| 23 | BHK | 6.4 | Hold | $9.15 | -1.7% | ||
| 24 | GDV | 6.4 | Hold | $29.57 | -1.6% | ||
| 25 | HLNE | 6.4 | Hold | $79.76 | +44.8% | ||
| 26 | CII | 6.3 | Hold | $25.66 | -0.1% | ||
| 27 | CSQ | 6.3 | Hold | $20.70 | -0.6% | ||
| 28 | NOAH | 6.3 | Hold | $10.12 | +4.2% | ||
| 29 | BOE | 6.2 | Hold | $12.10 | -1.2% | ||
| 30 | HQL | 6.2 | Hold | $20.12 | -1.6% | ||
| 31 | NFJ | 6.2 | Hold | $15.26 | -1.0% | ||
| 32 | TRIN | 6.2 | Hold | $17.80 | -0.4% | ||
| 33 | ADX | 6.1 | Hold | $25.59 | -1.3% | ||
| 34 | BLK | 6.1 | Hold | $995.73 | +13.1% | ||
| 35 | BME | 6.1 | Hold | $43.65 | -1.6% | ||
| 36 | DNP | 6.1 | Hold | $10.84 | -1.4% | ||
| 37 | HTD | 6.1 | Hold | $25.58 | -0.5% | ||
| 38 | RJF | 6.1 | Hold | $162.66 | -1.2% | ||
| 39 | BDJ | 6.0 | Hold | $9.65 | -1.6% | ||
| 40 | CHI | 6.0 | Hold | $13.07 | +1.2% | ||
| 41 | FDUS | 6.0 | Hold | $19.33 | -1.1% | ||
| 42 | ASA | 5.9 | Hold | $54.48 | +16.0% | ||
| 43 | BEN | 5.9 | Hold | $34.11 | +8.9% | ||
| 44 | EMD | 5.9 | Hold | $10.80 | -1.4% | ||
| 45 | NPFD | 5.9 | Hold | $18.76 | -1.2% | ||
| 46 | NTRS | 5.9 | Hold | $176.50 | +6.9% | ||
| 47 | AMG | 5.8 | Hold | $344.60 | +3.5% | ||
| 48 | BGY | 5.8 | Hold | $5.73 | -0.2% | ||
| 49 | BTT | 5.8 | Hold | $22.83 | -1.3% | ||
| 50 | ECC | 5.8 | Hold | $3.82 | +87.0% | ||
Show all 240 stocks ▾
- ETBEaton Vance Tax-Managed Buy-Wri5.8
- ETYEaton Vance Tax-Managed Diversi5.8
- GUTGabelli Utility Trust (The)5.8
- PSECProspect Capital Corporation5.8
- EOSEaton Vance Enhance Equity Inco5.7
- NEANuveen AMT-Free Quality Municip5.7
- PDTJohn Hancock Premium Dividend F5.7
- TYTri Continental Corporation5.7
- IGDVoya Global Equity Dividend and5.6
- JPCNuveen Preferred & Income Oppor5.6
- MYIBlackrock MuniYield Quality Fun5.6
- NRKNuveen New York AMT-Free Qualit5.6
- BXBlackstone Inc.5.5
- ETGEaton Vance Tax-Advantaged Glob5.5
- MSDLMSDL5.5
- NADNuveen Quality Municipal Income5.5
- NKXNuveen California AMT-Free Qual5.5
- NXPNuveen Select Tax Free Income P5.5
- STTState Street Corporation4.8
- PAXPatria Investments Limited6.6
- VINPVinci Compass Investments Ltd.6.5
- ABAllianceBernstein Holding L.P.6.2
- CGBDCarlyle Secured Lending, Inc.6.2
- SEICSEI Investments Company6.1
- WTWisdomTree, Inc.6.1
- EXGEaton Vance Tax-Managed Global 6.0
- GABGabelli Equity Trust, Inc. (The6.0
- HTGCHercules Capital, Inc.6.0
- RPCRidgepost Capital, Inc.6.0
- STEPStepStone Group Inc.6.0
- ALTIAlTi Global, Inc.5.9
- GCMGGCM Grosvenor Inc.5.9
- ASSTStrive, Inc.5.8
- BURBurford Capital Limited5.8
- ETVEaton Vance Corporation Eaton V5.8
- NUVNuveen Municipal Value Fund, In5.8
- ARESAres Management Corporation5.7
- OXLCOxford Lane Capital Corp.5.7
- PFLTPennantPark Floating Rate Capit5.7
- RMTRoyce Micro-Cap Trust, Inc.5.7
- ASGIabrdn Global Infrastructure Inc5.6
- BAMBrookfield Asset Management Inc5.6
- BCXBlackRock Resources of Benefic5.6
- BUIBlackRock Utility, Infrastructu5.6
- CCAPCrescent Capital BDC, Inc.5.6
- CCDCalamos Dynamic Convertible & I5.6
- DPGDuff & Phelps Global Utility In5.6
- GBDCGolub Capital BDC, Inc.5.6
- IVZInvesco Ltd5.6
- KBDCKayne Anderson BDC, Inc.5.6
- NBXGNBXG5.6
- NCDLNCDL5.6
- NMAINMAI5.6
- QQQXNuveen NASDAQ 100 Dynamic Overw5.6
- TBLDThornburg Income Builder Opport5.6
- THWTekla World Healthcare Fund Sha5.6
- TSLXSixth Street Specialty Lending,5.6
- ARCCAres Capital Corporation5.5
- BMEZBlackRock Health Sciences Trust5.5
- BSTBlackRock Science and Technolog5.5
- CSWCCapital Southwest Corporation5.5
- FINSFINS5.5
- HQHTekla Healthcare Investors5.5
- NIEAllianzGI Equity & Convertible 5.5
- NZFNuveen Municipal Credit Income 5.5
- OWLBlue Owl Capital Inc.5.5
- PSPershing Square Inc.5.5
- AVKAdvent Claymore Convertible Sec5.4
- BBDCBarings BDC, Inc.5.4
- BSTZBlackRock Science and Technolog5.4
- DBRGDigitalBridge Group, Inc.5.4
- FPFFirst Trust Intermediate Durati5.4
- GOFGuggenheim Strategic Opportunit5.4
- HYTBlackrock Corporate High Yield 5.4
- IIMInvesco Value Municipal Income 5.4
- IQIInvesco Quality Municipal Incom5.4
- LDPCohen & Steers Limited Duration5.4
- MEGIMEGI5.4
- PAXSPIMCO Access Income Fund5.4
- PDIPIMCO Dynamic Income Fund5.4
- PDOPDO5.4
- VGMInvesco Trust for Investment Gr5.4
- VKQInvesco Municipal Trust5.4
- VMOInvesco Municipal Opportunity T5.4
- BCATBCAT5.3
- BITBlackRock Multi-Sector Income T5.3
- BNBrookfield Corporation5.3
- CHYCalamos Convertible and High In5.3
- DFPFlaherty & Crumrine Dynamic Pre5.3
- EOIEaton Vance Enhance Equity Inco5.3
- FSCOFSCO5.3
- GHYPGIM Global Short Duration High5.3
- GSBDGoldman Sachs BDC, Inc.5.3
- GUGGUG5.3
- HPSJohn Hancock Preferred Income F5.3
- KIOKKR Income Opportunities Fund5.3
- MUJBlackrock MuniHoldings New Jers5.3
- NMCONMCO5.3
- NMFCNew Mountain Finance Corporatio5.3
- OBDCBlue Owl Capital Corporation5.3
- OCSLOaktree Specialty Lending Corpo5.3
- PTA2409055.3
- TROWT. Rowe Price Group, Inc.5.3
- VKI92685.3
- AIOAllianzGI Artificial Intelligen5.2
- BBNBlackRock Taxable Municipal Bon5.2
- BXSLBlackstone Secured Lending Fund5.2
- CGThe Carlyle Group Inc.5.2
- ECATECAT5.2
- ETJEaton Vance Risk-Managed Divers5.2
- ISDPGIM Short Duration High Yield 5.2
- KYNKayne Anderson MLP/Midstream In5.2
- MUABlackrock MuniAssets Fund, Inc5.2
- PDX1706045.2
- RABrookfield Real Assets Income F5.2
- SDHYSDHY5.2
- STKColumbia Seligman Premium Techn5.2
- WDIWDI5.2
- BTOJohn Hancock Financial Opportun5.1
- FSKFS KKR Capital Corp.5.1
- FTHYFTHY5.1
- HPIJohn Hancock Preferred Income F5.1
- JFRNuveen Floating Rate Income Fun5.1
- MHDBlackrock MuniHoldings Fund, In5.1
- NBBNuveen Taxable Municipal Income5.1
- PCNPimco Corporate & Income Strate5.1
- SLRCSLR Investment Corp.5.1
- UTFCohen & Steers Infrastructure F5.1
- VRTSVirtus Investment Partners, Inc5.1
- BGBBlackstone / GSO Strategic Cred5.0
- CHWCalamos Global Dynamic Income F5.0
- CNSCohen & Steers Inc5.0
- FFCFlaherty & Crumrine Preferred S5.0
- PEOAdams Natural Resources Fund, I5.0
- PFNPIMCO Income Strategy Fund II5.0
- PHKPimco High Income Fund Pimco Hi5.0
- PTYPimco Corporate & Income Opport5.0
- USALiberty All-Star Equity Fund5.0
- VCVInvesco California Value Munici5.0
- BOTRoboStrategy, Inc.4.9
- DXYZDestiny Tech100 Inc.4.9
- JQCNuveen Credit Strategies Income4.9
- MAINMain Street Capital Corporation4.9
- NMZNuveen Municipal High Income Op4.9
- STEWSTEW4.9
- AWFAlliancebernstein Global High I4.8
- BLWBlackrock Limited Duration Inco4.8
- EMOClearBridge Energy Midstream Op4.8
- GAINGladstone Investment Corporatio4.8
- HFROHighland Floating Rate Opportun4.8
- THQTekla Healthcare Opportunies Fu4.8
- TPGTPG Inc.4.8
- CRBGCorebridge Financial Inc.4.7
- DLYDoubleLine Yield Opportunities 4.7
- EVV3161004.7
- MQYBlackrock MuniYield Quality Fun4.7
- MUCBlackrock MuniHoldings Californ4.7
- PFGPrincipal Financial Group Inc4.7
- BTXBlackRock Technology and Privat4.6
- DSUBlackrock Debt Strategies Fund,4.6
- EIM1004014.6
- EVTEaton Vance Tax Advantaged Divi4.6
- FAX5923144.6
- MAASMaase Inc.4.6
- NACNuveen California Quality Munic4.6
- NVGNuveen AMT-Free Municipal Credi4.6
- PWRLPowerlaw Corp.4.6
- DSLDoubleLine Income Solutions Fun4.5
- KKRKKR & Co. Inc.4.5
- MFICMidCap Financial Investment Cor4.5
- OXLCOOxford Lane Capital Corp. - Pre4.5
- RNPCohen & Steers Reit and Preferr4.5
- TYGTortoise Energy Infrastructure 4.5
- UTG532704.5
- VVRInvesco Senior Income Trust (D4.5
- APOApollo Global Management, Inc. 4.4
- INVInnventure, Inc.4.4
- LEODreyfus Strategic Municipals, I4.4
- OIOOIO Group4.4
- BTZBlackRock Credit Allocation Inc4.3
- EQHEquitable Holdings, Inc.4.3
- EVNEaton Vance Municipal Income Tr4.3
- MMUWestern Asset Managed Municipal4.3
- NDMONDMO4.3
- HASIHA Sustainable Infrastructure C4.1
- RQICohen & Steers Quality Income R4.0
- RVIRobinhood Ventures Fund I4.0
- NML15253.8
- IGRCBRE Clarion Global Real Estate3.7
- IFNIndia Fund, Inc. (The)3.6