Asset Management
Financial Services112 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 | $130.60 | +14.7% | ||
| 2 | VCTR | 6.5 | Buy Wait | $87.32 | +7.2% | ||
| 3 | APAM | 5.5 | Buy Wait | $36.45 | +7.4% | ||
| HOLD / WATCH | |||||||
| 4 | ETG | 6.9 | Hold | $23.07 | -0.7% | ||
| 5 | OTF | 6.8 | Hold | $11.01 | +7.1% | ||
| 6 | AOD | 6.7 | Hold | $10.45 | +0.2% | ||
| 7 | RVT | 6.7 | Hold | $17.92 | +1.2% | ||
| 8 | CET | 6.4 | Hold | $52.89 | +1.3% | ||
| 9 | CLM | 6.4 | Hold | $7.42 | +0.9% | ||
| 10 | GAM | 6.4 | Hold | $64.21 | -0.8% | ||
| 11 | GDV | 6.4 | Hold | $29.30 | -1.2% | ||
| 12 | AMP | 6.3 | Hold | $471.33 | +7.3% | ||
| 13 | BDJ | 6.3 | Hold | $9.40 | -1.5% | ||
| 14 | BLK | 6.3 | Hold | $1052.23 | +6.6% | ||
| 15 | CRF | 6.3 | Hold | $7.06 | +0.4% | ||
| 16 | NTRS | 6.3 | Hold | $174.84 | -1.3% | ||
| 17 | TRIN | 6.3 | Hold | $17.00 | -0.4% | ||
| 18 | AAMI | 6.2 | Hold | $82.33 | +19.0% | ||
| 19 | AMG | 6.2 | Hold | $357.50 | -0.2% | ||
| 20 | CSQ | 6.2 | Hold | $20.45 | -0.8% | ||
| 21 | GCMG | 6.2 | Hold | $11.68 | +3.7% | ||
| 22 | HLNE | 6.2 | Hold | $87.22 | +35.7% | ||
| 23 | NFJ | 6.2 | Hold | $15.05 | -0.8% | ||
| 24 | RJF | 6.1 | Hold | $158.31 | -1.9% | ||
| 25 | ADX | 6.0 | Hold | $25.34 | -0.6% | ||
| 26 | FHI | 6.0 | Hold | $58.75 | -1.5% | ||
| 27 | HTGC | 6.0 | Hold | $15.65 | +7.6% | ||
| 28 | ASA | 5.9 | Hold | $61.36 | +5.1% | ||
| 29 | BUR | 5.8 | Hold | $4.43 | +70.4% | ||
| 30 | TY | 5.8 | Hold | $35.11 | -0.2% | ||
| 31 | BEN | 5.7 | Hold | $33.18 | -1.7% | ||
| 32 | BTT | 5.7 | Hold | $22.66 | -0.7% | ||
| 33 | EOS | 5.7 | Hold | $21.95 | +2.4% | ||
| 34 | NEA | 5.7 | Hold | $11.56 | -1.8% | ||
| 35 | NAD | 5.6 | Hold | $11.86 | -1.5% | ||
| 36 | PSEC | 5.6 | Hold | $2.24 | +9.8% | ||
| 37 | HQH | 5.5 | Hold | $19.55 | +0.3% | ||
| 38 | EMO | 4.7 | Hold | $49.10 | +5.3% | ||
| 39 | TYG | 4.3 | Hold | $42.54 | +7.2% | ||
| SELL | |||||||
| 40 | WT | 6.5 | Sell | $18.47 | +4.6% | ||
| 41 | SEIC | 6.4 | Sell | $90.73 | +0.6% | ||
| 42 | GAB | 6.3 | Sell | $5.49 | -0.4% | ||
| 43 | PAX | 6.3 | Sell | $11.60 | +16.6% | ||
| 44 | AB | 6.2 | Sell | $36.45 | +4.4% | ||
| 45 | STEP | 6.0 | Sell | $48.31 | +30.6% | ||
| 46 | ETV | 5.8 | Sell | $14.79 | -0.7% | ||
| 47 | NUV | 5.8 | Sell | $9.12 | -1.8% | ||
| 48 | IVZ | 5.7 | Sell | $29.20 | +0.1% | ||
| 49 | ARES | 5.6 | Sell | $134.98 | +2.0% | ||
| 50 | EVT | 5.6 | Sell | $26.69 | +0.2% | ||
Show all 112 stocks ▾
- JPCNuveen Preferred & Income Oppor5.6
- NZFNuveen Municipal Credit Income 5.6
- QQQXNuveen NASDAQ 100 Dynamic Overw5.6
- TROWT. Rowe Price Group, Inc.5.6
- ARCCAres Capital Corporation5.5
- BAMBrookfield Asset Management Inc5.5
- BCATBCAT5.5
- DBRGDigitalBridge Group, Inc.5.5
- EXGEaton Vance Tax-Managed Global 5.5
- GOFGuggenheim Strategic Opportunit5.5
- JHGJanus Henderson Group plc5.5
- NBXGNBXG5.5
- OBDCBlue Owl Capital Corporation5.5
- PDOPDO5.5
- TSLXSixth Street Specialty Lending,5.5
- BNBrookfield Corporation5.4
- BSTBlackRock Science and Technolog5.4
- BSTZBlackRock Science and Technolog5.4
- BXBlackstone Inc.5.4
- CEF"Sprott Physical Gold and Silve5.4
- CSWCCapital Southwest Corporation5.4
- ECATECAT5.4
- ETYEaton Vance Tax-Managed Diversi5.4
- FPFFirst Trust Intermediate Durati5.4
- GBDCGolub Capital BDC, Inc.5.4
- MSDLMSDL5.4
- PDIPIMCO Dynamic Income Fund5.4
- GSBDGoldman Sachs BDC, Inc.5.3
- OWLBlue Owl Capital Inc.5.3
- PSLV"Sprott Physical Silver Trust"5.3
- PTA2409055.3
- BXSLBlackstone Secured Lending Fund5.2
- HYTBlackrock Corporate High Yield 5.2
- PHYS"Sprott Physical Gold Trust"5.2
- UTFCohen & Steers Infrastructure F5.2
- CGThe Carlyle Group Inc.5.1
- EVV3161005.1
- FSKFS KKR Capital Corp.5.1
- CNSCohen & Steers Inc5.0
- JFRNuveen Floating Rate Income Fun5.0
- PTYPimco Corporate & Income Opport5.0
- STEWSTEW5.0
- TPGTPG Inc.5.0
- KYNKayne Anderson MLP/Midstream In4.9
- MAINMain Street Capital Corporation4.9
- NMZNuveen Municipal High Income Op4.9
- PFGPrincipal Financial Group Inc4.9
- USALiberty All-Star Equity Fund4.9
- CRBGCorebridge Financial Inc.4.8
- DNPDNP Select Income Fund, Inc.4.8
- STTState Street Corporation4.8
- MUCBlackrock MuniHoldings Californ4.7
- UTG532704.7
- EQHEquitable Holdings, Inc.4.6
- MAASMaase Inc.4.6
- DSLDoubleLine Income Solutions Fun4.5
- KKRKKR & Co. Inc.4.5
- NACNuveen California Quality Munic4.5
- NVGNuveen AMT-Free Municipal Credi4.4
- APOApollo Global Management, Inc. 4.2
- HASIHA Sustainable Infrastructure C4.2
- RQICohen & Steers Quality Income R4.1