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 | WT | 6.5 | Buy Wait | $16.19 | +16.9% | ||
| 2 | SII | 6.4 | Buy Wait | $126.21 | +22.8% | ||
| 3 | FHI | 6.3 | Buy Wait | $56.36 | +5.5% | ||
| 4 | BLK | 6.2 | Buy Wait | $1035.00 | +11.4% | ||
| 5 | TPG | 6.2 | Buy Wait | $42.08 | +17.8% | ||
| 6 | AMG | 5.9 | Buy Wait | $289.10 | +13.0% | ||
| 7 | APAM | 5.6 | Buy Wait | $36.63 | +6.6% | ||
| 8 | ARES | 4.7 | Buy Wait | $111.81 | +15.4% | ||
| HOLD / WATCH | |||||||
| 9 | ETG | 7.3 | Hold | $22.32 | +9.0% | ||
| 10 | AOD | 6.8 | Hold | $10.07 | -0.9% | ||
| 11 | CET | 6.8 | Hold | $52.78 | 0.0% | ||
| 12 | CLM | 6.7 | Hold | $7.49 | +0.3% | ||
| 13 | JHG | 6.7 | Hold | $51.58 | +3.5% | ||
| 14 | CRF | 6.6 | Hold | $7.17 | +0.1% | ||
| 15 | GAM | 6.6 | Hold | $64.90 | -0.2% | ||
| 16 | GDV | 6.5 | Hold | $28.99 | -0.2% | ||
| 17 | RVT | 6.5 | Hold | $18.25 | -0.4% | ||
| 18 | VCTR | 6.5 | Hold | $75.30 | +12.2% | ||
| 19 | AB | 6.4 | Hold | $39.65 | -1.0% | ||
| 20 | ADX | 6.3 | Hold | $24.00 | +0.8% | ||
| 21 | AMP | 6.3 | Hold | $473.72 | +0.4% | ||
| 22 | BDJ | 6.3 | Hold | $9.22 | -1.1% | ||
| 23 | CSQ | 6.3 | Hold | $19.34 | -1.1% | ||
| 24 | ASA | 6.2 | Hold | $62.00 | +13.7% | ||
| 25 | GCMG | 6.2 | Hold | $10.72 | +14.9% | ||
| 26 | PSEC | 6.2 | Hold | $2.70 | +4.1% | ||
| 27 | RJF | 6.2 | Hold | $155.58 | +10.4% | ||
| 28 | NTRS | 6.1 | Hold | $164.13 | +3.0% | ||
| 29 | OTF | 6.1 | Hold | $10.81 | +19.2% | ||
| 30 | NFJ | 6.0 | Hold | $14.01 | -0.9% | ||
| 31 | HLNE | 5.9 | Hold | $88.62 | +35.6% | ||
| 32 | TY | 5.9 | Hold | $33.81 | -0.3% | ||
| 33 | BTT | 5.8 | Hold | $22.84 | -0.5% | ||
| 34 | EVT | 5.8 | Hold | $26.16 | -1.6% | ||
| 35 | NAD | 5.8 | Hold | $11.65 | +0.7% | ||
| 36 | NEA | 5.8 | Hold | $11.35 | +0.4% | ||
| 37 | JPC | 5.7 | Hold | $7.95 | -1.1% | ||
| 38 | KKR | 5.6 | Hold | $98.68 | +11.1% | ||
| 39 | NZF | 5.6 | Hold | $12.68 | -1.1% | ||
| SELL | |||||||
| 40 | HTGC | 6.3 | Sell | $15.47 | +8.6% | ||
| 41 | BUR | 6.2 | Sell | $4.86 | +60.2% | ||
| 42 | CG | 6.2 | Sell | $47.81 | +16.5% | ||
| 43 | GAB | 6.2 | Sell | $5.55 | +3.8% | ||
| 44 | ETV | 6.1 | Sell | $14.56 | -1.5% | ||
| 45 | SEIC | 6.1 | Sell | $90.87 | +0.2% | ||
| 46 | BST | 6.0 | Sell | $42.00 | +0.7% | ||
| 47 | TRIN | 6.0 | Sell | $16.14 | -1.2% | ||
| 48 | BSTZ | 5.9 | Sell | $25.50 | +5.3% | ||
| 49 | EOS | 5.9 | Sell | $22.70 | +15.0% | ||
| 50 | IVZ | 5.9 | Sell | $25.64 | +1.2% | ||
Show all 109 stocks ▾
| 51 | BCAT | 5.8 | Sell | $15.10 | +15.0% |
| 52 | BEN | 5.8 | Sell | $29.37 | +0.7% |
| 53 | EXG | 5.8 | Sell | $9.26 | +0.1% |
| 54 | NBXG | 5.8 | Sell | $14.59 | -0.6% |
| 55 | NUV | 5.8 | Sell | $9.10 | -1.1% |
| 56 | OWL | 5.8 | Sell | $9.32 | +30.1% |
| 57 | PDO | 5.8 | Sell | $13.44 | -0.5% |
| 58 | STEP | 5.8 | Sell | $51.09 | +21.6% |
| 59 | GOF | 5.7 | Sell | $11.38 | +0.8% |
| 60 | HQH | 5.7 | Sell | $19.50 | +0.5% |
| 61 | OBDC | 5.7 | Sell | $11.32 | +6.5% |
| 62 | AAMI | 5.6 | Sell | $65.08 | +5.2% |
| 63 | ECAT | 5.6 | Sell | $14.71 | -0.1% |
| 64 | FPF | 5.6 | Sell | $18.28 | +0.1% |
| 65 | PDI | 5.6 | Sell | $17.48 | -1.7% |
| 66 | APO | 5.5 | Sell | $121.57 | +2.3% |
| 67 | ARCC | 5.5 | Sell | $18.69 | +1.3% |
| 68 | CSWC | 5.5 | Sell | $23.54 | +1.7% |
| 69 | ETY | 5.5 | Sell | $14.83 | +15.0% |
| 70 | MSDL | 5.5 | Sell | $15.00 | +1.4% |
| 71 | PAX | 5.5 | Sell | $12.47 | +14.1% |
| 72 | PTA | 5.5 | Sell | $19.39 | -1.0% |
| 73 | QQQX | 5.5 | Sell | $29.74 | -0.2% |
| 74 | TROW | 5.5 | Sell | $102.32 | -0.6% |
| 75 | TSLX | 5.5 | Sell | $18.94 | +0.6% |
| 76 | UTF | 5.5 | Sell | $26.64 | -1.0% |
| 77 | HYT | 5.4 | Sell | $8.69 | -1.7% |
| 78 | BAM | 5.3 | Sell | $45.83 | +12.3% |
| 79 | BX | 5.3 | Sell | $120.10 | +7.9% |
| 80 | BXSL | 5.3 | Sell | $23.94 | +2.5% |
| 81 | DBRG | 5.3 | Sell | $15.56 | -1.4% |
| 82 | DSL | 5.3 | Sell | $11.05 | -1.1% |
| 83 | JFR | 5.3 | Sell | $7.48 | -0.4% |
| 84 | KYN | 5.3 | Sell | $14.06 | -1.5% |
| 85 | CNS | 5.2 | Sell | $67.69 | +0.9% |
| 86 | EMO | 5.2 | Sell | $50.70 | +1.2% |
| 87 | NMZ | 5.2 | Sell | $10.12 | +3.2% |
| 88 | PTY | 5.2 | Sell | $12.25 | -1.2% |
| 89 | STEW | 5.2 | Sell | $17.60 | +0.1% |
| 90 | BN | 5.1 | Sell | $43.17 | +8.2% |
| 91 | DNP | 5.1 | Sell | $10.75 | -1.6% |
| 92 | GBDC | 5.1 | Sell | $13.34 | +0.9% |
| 93 | GSBD | 5.1 | Sell | $9.71 | -0.4% |
| 94 | EQH | 5.0 | Sell | $43.00 | +20.4% |
| 95 | EVV | 5.0 | Sell | $9.41 | +2.7% |
| 96 | MAIN | 5.0 | Sell | $53.82 | +2.3% |
| 97 | PFG | 5.0 | Sell | $99.84 | -0.1% |
| 98 | STT | 4.9 | Sell | $148.06 | +1.6% |
| 99 | UTG | 4.9 | Sell | $42.26 | -0.9% |
| 100 | USA | 4.8 | Sell | $5.77 | -0.7% |
| 101 | CRBG | 4.7 | Sell | $26.70 | +12.2% |
| 102 | MAAS | 4.7 | Sell | $10.36 | +99.9% |
| 103 | MUC | 4.7 | Sell | $10.54 | -1.3% |
| 104 | NAC | 4.7 | Sell | $11.83 | -1.6% |
| 105 | NVG | 4.6 | Sell | $12.52 | -0.1% |
| 106 | TYG | 4.5 | Sell | $48.66 | -0.7% |
| 107 | FSK | 4.4 | Sell | $10.68 | +0.2% |
| 108 | RQI | 4.4 | Sell | $13.15 | -0.5% |
| 109 | HASI | 4.2 | Sell | $40.44 | +2.1% |