Asset Management
Financial Services109 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 | OTF | 6.6 | Buy Wait | $10.88 | +9.7% | ||
| 2 | VCTR | 6.6 | Buy Wait | $81.65 | +11.7% | ||
| 3 | SII | 6.4 | Buy Wait | $126.45 | +10.6% | ||
| 4 | AMP | 6.2 | Buy Wait | $459.45 | +8.1% | ||
| 5 | AMG | 6.0 | Buy Wait | $296.54 | +16.6% | ||
| 6 | CSQ | 6.0 | Buy Wait | $19.85 | +5.2% | ||
| 7 | HLNE | 6.0 | Buy Wait | $82.78 | +47.8% | ||
| 8 | HTGC | 6.0 | Buy Wait | $15.21 | +12.7% | ||
| 9 | NTRS | 6.0 | Buy Wait | $164.13 | +6.8% | ||
| 10 | AAMI | 5.9 | Buy Wait | $68.71 | +12.4% | ||
| 11 | FHI | 5.5 | Buy Wait | $53.54 | +7.4% | ||
| 12 | APAM | 5.4 | Buy Wait | $35.75 | +5.8% | ||
| 13 | BX | 5.2 | Buy Wait | $113.04 | +18.0% | ||
| HOLD / WATCH | |||||||
| 14 | ETG | 6.7 | Hold | $22.40 | +0.7% | ||
| 15 | AOD | 6.5 | Hold | $10.35 | +0.5% | ||
| 16 | CLM | 6.4 | Hold | $7.51 | +0.9% | ||
| 17 | RVT | 6.4 | Hold | $17.70 | +4.6% | ||
| 18 | CET | 6.3 | Hold | $53.02 | +0.3% | ||
| 19 | CRF | 6.3 | Hold | $7.09 | +0.8% | ||
| 20 | GDV | 6.3 | Hold | $28.88 | -0.1% | ||
| 21 | BDJ | 6.2 | Hold | $9.01 | +1.0% | ||
| 22 | GAM | 6.2 | Hold | $63.22 | +2.3% | ||
| 23 | TRIN | 6.2 | Hold | $16.60 | +1.5% | ||
| 24 | WT | 6.1 | Hold | $18.90 | +3.2% | ||
| 25 | BLK | 6.0 | Hold | $1031.37 | +9.5% | ||
| 26 | ADX | 5.9 | Hold | $24.68 | +0.5% | ||
| 27 | GAB | 5.9 | Hold | $5.55 | +1.5% | ||
| 28 | GCMG | 5.9 | Hold | $10.41 | +15.1% | ||
| 29 | SEIC | 5.9 | Hold | $90.27 | +1.4% | ||
| 30 | BTT | 5.8 | Hold | $22.60 | -0.3% | ||
| 31 | BUR | 5.7 | Hold | $4.28 | +76.0% | ||
| 32 | RJF | 5.7 | Hold | $150.56 | +1.3% | ||
| 33 | ASA | 5.6 | Hold | $62.60 | +13.2% | ||
| 34 | NEA | 5.6 | Hold | $11.14 | +2.1% | ||
| 35 | NFJ | 5.6 | Hold | $14.31 | +0.5% | ||
| 36 | TSLX | 5.6 | Hold | $17.49 | +0.1% | ||
| 37 | TY | 5.6 | Hold | $34.24 | -0.1% | ||
| 38 | EOS | 5.5 | Hold | $22.17 | +0.8% | ||
| 39 | NZF | 5.5 | Hold | $12.11 | +2.2% | ||
| 40 | JPC | 5.4 | Hold | $7.68 | +2.1% | ||
| 41 | MSDL | 5.4 | Hold | $14.73 | +5.1% | ||
| 42 | NAD | 5.4 | Hold | $11.48 | +1.8% | ||
| 43 | OWL | 5.4 | Hold | $9.26 | +26.0% | ||
| 44 | EVT | 5.3 | Hold | $26.12 | -0.3% | ||
| 45 | KYN | 5.3 | Hold | $14.69 | -1.9% | ||
| 46 | HYT | 5.1 | Hold | $8.42 | +1.2% | ||
| 47 | JFR | 5.1 | Hold | $7.52 | -1.8% | ||
| 48 | PSEC | 5.1 | Hold | $2.12 | +30.4% | ||
| 49 | GSBD | 5.0 | Hold | $8.78 | +14.0% | ||
| 50 | UTF | 5.0 | Hold | $26.78 | 0.0% | ||
Show all 109 stocks ▾
- CNSCohen & Steers Inc4.9
- PTYPimco Corporate & Income Opport4.9
- DNPDNP Select Income Fund, Inc.4.7
- NMZNuveen Municipal High Income Op4.7
- MUCBlackrock MuniHoldings Californ4.6
- NACNuveen California Quality Munic4.6
- NVGNuveen AMT-Free Municipal Credi4.5
- TYGTortoise Energy Infrastructure 4.4
- PAXPatria Investments Limited6.2
- OBDCBlue Owl Capital Corporation6.1
- ABAllianceBernstein Holding L.P.6.0
- CSWCCapital Southwest Corporation5.7
- ETVEaton Vance Corporation Eaton V5.7
- NUVNuveen Municipal Value Fund, In5.6
- STEPStepStone Group Inc.5.6
- TROWT. Rowe Price Group, Inc.5.6
- DBRGDigitalBridge Group, Inc.5.5
- EXGEaton Vance Tax-Managed Global 5.5
- HQHTekla Healthcare Investors5.5
- ARESAres Management Corporation5.4
- BAMBrookfield Asset Management Inc5.4
- IVZInvesco Ltd5.4
- NBXGNBXG5.4
- ARCCAres Capital Corporation5.3
- BCATBCAT5.3
- BENFranklin Resources, Inc.5.3
- BXSLBlackstone Secured Lending Fund5.3
- GBDCGolub Capital BDC, Inc.5.3
- GOFGuggenheim Strategic Opportunit5.3
- JHGJanus Henderson Group plc5.3
- PTA2409055.3
- QQQXNuveen NASDAQ 100 Dynamic Overw5.3
- BSTBlackRock Science and Technolog5.2
- BSTZBlackRock Science and Technolog5.2
- FPFFirst Trust Intermediate Durati5.2
- PDIPIMCO Dynamic Income Fund5.2
- PDOPDO5.2
- ECATECAT5.1
- ETYEaton Vance Tax-Managed Diversi5.1
- BNBrookfield Corporation5.0
- DSLDoubleLine Income Solutions Fun5.0
- TPGTPG Inc.5.0
- CGThe Carlyle Group Inc.4.8
- EMOClearBridge Energy Midstream Op4.8
- FSKFS KKR Capital Corp.4.8
- PFGPrincipal Financial Group Inc4.7
- STEWSTEW4.7
- USALiberty All-Star Equity Fund4.7
- EVV3161004.6
- MAINMain Street Capital Corporation4.6
- STTState Street Corporation4.6
- CRBGCorebridge Financial Inc.4.5
- UTG532704.5
- KKRKKR & Co. Inc.4.4
- MAASMaase Inc.4.4
- EQHEquitable Holdings, Inc.4.3
- RQICohen & Steers Quality Income R4.1
- APOApollo Global Management, Inc. 4.0
- HASIHA Sustainable Infrastructure C4.0