Asset Management
Financial Services235 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 | GAM | 6.5 | Buy Now | $67.89 | +15.0% | ||
| 2 | ETG | 5.7 | Buy Now | $24.43 | +15.0% | ||
| 3 | HLNE | 7.1 | Buy Wait | $104.24 | +11.5% | ||
| 4 | BX | 6.8 | Buy Wait | $144.20 | -11.0% | ||
| 5 | GCMG | 6.7 | Buy Wait | $13.86 | -4.9% | ||
| 6 | VCTR | 6.7 | Buy Wait | $117.57 | -20.9% | ||
| 7 | FHI | 6.6 | Buy Wait | $64.13 | -18.8% | ||
| 8 | AMG | 6.5 | Buy Wait | $374.37 | +0.7% | ||
| 9 | BAM | 6.5 | Buy Wait | $54.31 | -5.2% | ||
| 10 | WT | 6.4 | Buy Wait | $22.81 | -18.7% | ||
| 11 | KYN | 6.3 | Buy Wait | $15.64 | +17.2% | ||
| 12 | TROW | 6.1 | Buy Wait | $111.00 | -13.5% | ||
| 13 | APAM | 6.0 | Buy Wait | $42.38 | -19.4% | ||
| 14 | CNS | 5.9 | Buy Wait | $84.74 | -23.8% | ||
| 15 | TY | 5.9 | Buy Wait | $35.94 | +15.0% | ||
| HOLD / WATCH | |||||||
| 16 | PML | 7.4 | Hold | $7.42 | +15.0% | ||
| 17 | AOD | 7.0 | Hold | $10.80 | +15.0% | ||
| 18 | GAB | 7.0 | Hold | $5.80 | +15.0% | ||
| 19 | TWN | 7.0 | Hold | $97.42 | +15.0% | ||
| 20 | ADX | 6.9 | Hold | $26.40 | +15.0% | ||
| 21 | CRF | 6.9 | Hold | $7.04 | +15.1% | ||
| 22 | GGN | 6.9 | Hold | $5.32 | +14.9% | ||
| 23 | ETO | 6.8 | Hold | $32.10 | +15.0% | ||
| 24 | BHK | 6.7 | Hold | $9.01 | +15.0% | ||
| 25 | CLM | 6.7 | Hold | $7.35 | +15.0% | ||
| 26 | RVT | 6.7 | Hold | $18.99 | +15.0% | ||
| 27 | VINP | 6.7 | Hold | $9.53 | +29.5% | ||
| 28 | BOE | 6.6 | Hold | $12.45 | +15.0% | ||
| 29 | ETW | 6.6 | Hold | $9.79 | +15.0% | ||
| 30 | NOAH | 6.6 | Hold | $8.63 | +19.0% | ||
| 31 | PAX | 6.6 | Hold | $11.52 | +17.8% | ||
| 32 | AB | 6.5 | Hold | $36.65 | -6.7% | ||
| 33 | CII | 6.5 | Hold | $24.56 | +15.0% | ||
| 34 | GLAD | 6.5 | Hold | $19.77 | -5.4% | ||
| 35 | HTD | 6.5 | Hold | $25.50 | +15.0% | ||
| 36 | RJF | 6.5 | Hold | $180.81 | -10.5% | ||
| 37 | BLK | 6.4 | Hold | $1173.73 | +0.8% | ||
| 38 | DNP | 6.4 | Hold | $10.98 | +15.0% | ||
| 39 | EMD | 6.4 | Hold | $10.45 | +15.0% | ||
| 40 | FFA | 6.4 | Hold | $23.61 | +15.0% | ||
| 41 | GDV | 6.4 | Hold | $30.76 | +15.0% | ||
| 42 | NEA | 6.4 | Hold | $11.37 | +15.0% | ||
| 43 | RPC | 6.4 | Hold | $8.67 | +27.5% | ||
| 44 | SII | 6.4 | Hold | $116.77 | +16.8% | ||
| 45 | APO | 6.3 | Hold | $140.76 | -2.2% | ||
| 46 | HTGC | 6.3 | Hold | $16.76 | -0.1% | ||
| 47 | NTRS | 6.3 | Hold | $191.41 | -16.2% | ||
| 48 | PDT | 6.3 | Hold | $12.77 | +15.0% | ||
| 49 | UTF | 6.3 | Hold | $27.02 | +15.0% | ||
| 50 | AAMI | 6.2 | Hold | $92.51 | -21.3% | ||
Show all 235 stocks ▾
- BMEBlackrock Health Sciences Trust6.2
- FFCFlaherty & Crumrine Preferred S6.2
- HQLTeklaLife Sciences Investors6.2
- OTFBlue Owl Technology Finance Cor6.2
- ECCEagle Point Credit Company Inc.6.1
- NFJAllianzGI NFJ Dividend, Interes6.1
- NUVNuveen Municipal Value Fund, In6.1
- PSECProspect Capital Corporation6.1
- AVKAdvent Claymore Convertible Sec6.0
- BDJBlackrock Enhanced Equity Divid6.0
- FDUSFidus Investment Corporation6.0
- FINSFINS6.0
- GUTGabelli Utility Trust (The)6.0
- KKRKKR & Co. Inc.6.0
- NPFDNPFD6.0
- BENFranklin Resources, Inc.5.9
- BTTBlackRock Municipal 2030 Target5.9
- ETBEaton Vance Tax-Managed Buy-Wri5.9
- NXPNuveen Select Tax Free Income P5.9
- AMPAmeriprise Financial, Inc.5.8
- BGYBlackrock Enhanced Internationa5.8
- CET110175.8
- ETYEaton Vance Tax-Managed Diversi5.8
- PCNPimco Corporate & Income Strate5.8
- PEOAdams Natural Resources Fund, I5.8
- PSPershing Square Inc.5.8
- STEWSTEW5.8
- TSLXSixth Street Specialty Lending,5.8
- ASAASA Gold and Precious Metals L5.7
- BBDCBarings BDC, Inc.5.7
- EOSEaton Vance Enhance Equity Inco5.7
- IQIInvesco Quality Municipal Incom5.7
- MAINMain Street Capital Corporation5.7
- MYIBlackrock MuniYield Quality Fun5.7
- NRKNuveen New York AMT-Free Qualit5.7
- NACNuveen California Quality Munic5.6
- NKXNuveen California AMT-Free Qual5.6
- NMCONMCO5.6
- SEICSEI Investments Company5.6
- VKQInvesco Municipal Trust5.6
- VMOInvesco Municipal Opportunity T5.6
- WIWWestern Asset Inflation-Linked 5.6
- IGDVoya Global Equity Dividend and5.5
- JPCNuveen Preferred & Income Oppor5.5
- VGMInvesco Trust for Investment Gr5.5
- GSBDGoldman Sachs BDC, Inc.5.4
- CSQCalamos Strategic Total Return 5.1
- TPGTPG Inc.6.9
- PFLTPennantPark Floating Rate Capit6.4
- CRBGCorebridge Financial Inc.6.3
- GAINGladstone Investment Corporatio6.3
- ASSTStrive, Inc.6.2
- FPFFirst Trust Intermediate Durati6.1
- IVZInvesco Ltd6.1
- KBDCKayne Anderson BDC, Inc.6.0
- BUIBlackRock Utility, Infrastructu5.9
- NML15255.9
- OXLCOxford Lane Capital Corp.5.9
- RMTRoyce Micro-Cap Trust, Inc.5.9
- TYGTortoise Energy Infrastructure 5.9
- CSWCCapital Southwest Corporation5.8
- DPGDuff & Phelps Global Utility In5.8
- EMOClearBridge Energy Midstream Op5.8
- ETVEaton Vance Corporation Eaton V5.8
- NCDLNCDL5.8
- ASGIabrdn Global Infrastructure Inc5.7
- BCXBlackRock Resources of Benefic5.7
- BXSLBlackstone Secured Lending Fund5.7
- CGBDCarlyle Secured Lending, Inc.5.7
- DBRGDigitalBridge Group, Inc.5.7
- GUGGUG5.7
- QQQXNuveen NASDAQ 100 Dynamic Overw5.7
- ARCCAres Capital Corporation5.6
- HASIHA Sustainable Infrastructure C5.6
- MSDLMSDL5.6
- NBXGNBXG5.6
- OBDCBlue Owl Capital Corporation5.6
- OCSLOaktree Specialty Lending Corpo5.6
- PDIPIMCO Dynamic Income Fund5.6
- STKColumbia Seligman Premium Techn5.6
- TBLDThornburg Income Builder Opport5.6
- UTG532705.6
- BCATBCAT5.5
- BITBlackRock Multi-Sector Income T5.5
- BMEZBlackRock Health Sciences Trust5.5
- BSTBlackRock Science and Technolog5.5
- BSTZBlackRock Science and Technolog5.5
- CCDCalamos Dynamic Convertible & I5.5
- CHICalamos Convertible Opportuniti5.5
- CHWCalamos Global Dynamic Income F5.5
- CHYCalamos Convertible and High In5.5
- EXGEaton Vance Tax-Managed Global 5.5
- FSCOFSCO5.5
- GBDCGolub Capital BDC, Inc.5.5
- GHYPGIM Global Short Duration High5.5
- HQHTekla Healthcare Investors5.5
- MEGIMEGI5.5
- PHKPimco High Income Fund Pimco Hi5.5
- THWTekla World Healthcare Fund Sha5.5
- AIOAllianzGI Artificial Intelligen5.4
- BNBrookfield Corporation5.4
- FSKFS KKR Capital Corp.5.4
- HPIJohn Hancock Preferred Income F5.4
- HPSJohn Hancock Preferred Income F5.4
- HYTBlackrock Corporate High Yield 5.4
- IIMInvesco Value Municipal Income 5.4
- KIOKKR Income Opportunities Fund5.4
- LDPCohen & Steers Limited Duration5.4
- MHDBlackrock MuniHoldings Fund, In5.4
- MUJBlackrock MuniHoldings New Jers5.4
- NIEAllianzGI Equity & Convertible 5.4
- NMAINMAI5.4
- NMFCNew Mountain Finance Corporatio5.4
- NMZNuveen Municipal High Income Op5.4
- PAXSPIMCO Access Income Fund5.4
- PDOPDO5.4
- WDIWDI5.4
- ACPAberdeen Income Credit Strategi5.3
- BBNBlackRock Taxable Municipal Bon5.3
- CCAPCrescent Capital BDC, Inc.5.3
- EVNEaton Vance Municipal Income Tr5.3
- JFRNuveen Floating Rate Income Fun5.3
- JQCNuveen Credit Strategies Income5.3
- MQYBlackrock MuniYield Quality Fun5.3
- PTA2409055.3
- RABrookfield Real Assets Income F5.3
- STEPStepStone Group Inc.5.3
- USALiberty All-Star Equity Fund5.3
- BURBurford Capital Limited5.2
- DFPFlaherty & Crumrine Dynamic Pre5.2
- DXYZDestiny Tech100 Inc.5.2
- ECATECAT5.2
- GOFGuggenheim Strategic Opportunit5.2
- NBBNuveen Taxable Municipal Income5.2
- PFGPrincipal Financial Group Inc5.2
- STTState Street Corporation5.2
- BTOJohn Hancock Financial Opportun5.1
- BTZBlackRock Credit Allocation Inc5.1
- EOIEaton Vance Enhance Equity Inco5.1
- ETJEaton Vance Risk-Managed Divers5.1
- ISDPGIM Short Duration High Yield 5.1
- MUABlackrock MuniAssets Fund, Inc5.1
- NVGNuveen AMT-Free Municipal Credi5.1
- PTYPimco Corporate & Income Opport5.1
- VCVInvesco California Value Munici5.1
- AWFAlliancebernstein Global High I5.0
- BGRBlackRock Energy and Resources 5.0
- EVV3161005.0
- FTHYFTHY5.0
- MMUWestern Asset Managed Municipal5.0
- NADNuveen Quality Municipal Income5.0
- NDMONDMO5.0
- MUCBlackrock MuniHoldings Californ4.9
- PDX1706044.9
- PFNPIMCO Income Strategy Fund II4.9
- ARESAres Management Corporation4.8
- BGBBlackstone / GSO Strategic Cred4.8
- BLWBlackrock Limited Duration Inco4.8
- BTXBlackRock Technology and Privat4.8
- DSUBlackrock Debt Strategies Fund,4.8
- FAX5923144.8
- MAASMaase Inc.4.8
- NZFNuveen Municipal Credit Income 4.8
- TIPTTiptree Inc.4.8
- VRTSVirtus Investment Partners, Inc4.8
- BOTRoboStrategy, Inc.4.7
- DLYDoubleLine Yield Opportunities 4.7
- EVTEaton Vance Tax Advantaged Divi4.7
- PWRLPowerlaw Corp.4.7
- SLRCSLR Investment Corp.4.7
- EIM1004014.6
- HFROHighland Floating Rate Opportun4.6
- MFICMidCap Financial Investment Cor4.6
- OWLBlue Owl Capital Inc.4.6
- VVRInvesco Senior Income Trust (D4.6
- RNPCohen & Steers Reit and Preferr4.5
- THQTekla Healthcare Opportunies Fu4.5
- RQICohen & Steers Quality Income R4.4
- RVIRobinhood Ventures Fund I4.4
- DSLDoubleLine Income Solutions Fun4.3
- EQHEquitable Holdings, Inc.4.3
- OXLCOOxford Lane Capital Corp. - Pre4.3
- CGThe Carlyle Group Inc.4.1
- IFNIndia Fund, Inc. (The)3.9
- IGRCBRE Clarion Global Real Estate3.9