Asset Management
Financial Services236 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 | GAB | 7.2 | Buy Wait | $5.32 | +8.1% | ||
| 2 | FFA | 7.0 | Buy Wait | $22.27 | +15.0% | ||
| 3 | AOD | 6.9 | Buy Wait | $10.30 | +7.6% | ||
| 4 | HLNE | 6.9 | Buy Wait | $86.21 | +34.7% | ||
| 5 | BX | 6.7 | Buy Wait | $118.42 | +9.7% | ||
| 6 | FHI | 6.6 | Buy Wait | $57.82 | -8.2% | ||
| 7 | UTF | 6.6 | Buy Wait | $24.18 | +11.1% | ||
| 8 | VCTR | 6.6 | Buy Wait | $108.75 | -8.5% | ||
| 9 | WT | 6.6 | Buy Wait | $24.33 | -9.9% | ||
| 10 | BAM | 6.5 | Buy Wait | $44.59 | +16.1% | ||
| 11 | GAM | 6.5 | Buy Wait | $64.52 | +5.3% | ||
| 12 | RJF | 6.5 | Buy Wait | $159.87 | +1.2% | ||
| 13 | GCMG | 6.4 | Buy Wait | $13.04 | +1.0% | ||
| 14 | TY | 6.3 | Buy Wait | $34.62 | +15.9% | ||
| 15 | TROW | 6.2 | Buy Wait | $105.51 | -10.3% | ||
| 16 | AMP | 6.0 | Buy Wait | $493.00 | +2.3% | ||
| 17 | APAM | 5.8 | Buy Wait | $36.16 | -7.1% | ||
| 18 | ETG | 5.8 | Buy Wait | $23.31 | +7.3% | ||
| 19 | SEIC | 5.6 | Buy Wait | $105.65 | -4.6% | ||
| HOLD / WATCH | |||||||
| 20 | CII | 7.1 | Hold | $24.32 | +15.0% | ||
| 21 | TWN | 7.0 | Hold | $103.16 | +3.4% | ||
| 22 | ETO | 6.9 | Hold | $30.43 | +2.2% | ||
| 23 | AMG | 6.8 | Hold | $373.69 | +1.9% | ||
| 24 | PML | 6.8 | Hold | $6.56 | +9.8% | ||
| 25 | VINP | 6.8 | Hold | $9.35 | +30.9% | ||
| 26 | ADX | 6.7 | Hold | $25.98 | +15.0% | ||
| 27 | GLAD | 6.7 | Hold | $19.36 | -3.4% | ||
| 28 | PAX | 6.7 | Hold | $10.24 | +28.9% | ||
| 29 | BHK | 6.5 | Hold | $8.37 | +6.1% | ||
| 30 | BLK | 6.5 | Hold | $1086.31 | +9.6% | ||
| 31 | HTGC | 6.5 | Hold | $16.97 | 0.0% | ||
| 32 | RPC | 6.5 | Hold | $7.54 | +43.7% | ||
| 33 | STT | 6.5 | Hold | $181.34 | -4.3% | ||
| 34 | NTRS | 6.4 | Hold | $175.73 | -8.8% | ||
| 35 | RMT | 6.4 | Hold | $13.47 | +2.9% | ||
| 36 | RVT | 6.4 | Hold | $17.27 | +5.4% | ||
| 37 | SII | 6.4 | Hold | $124.34 | +9.4% | ||
| 38 | AB | 6.3 | Hold | $35.76 | -3.7% | ||
| 39 | DNP | 6.3 | Hold | $9.80 | +9.5% | ||
| 40 | ETW | 6.3 | Hold | $9.60 | +15.0% | ||
| 41 | GDV | 6.3 | Hold | $28.95 | +3.1% | ||
| 42 | HQL | 6.3 | Hold | $18.97 | +11.5% | ||
| 43 | HTD | 6.3 | Hold | $22.49 | +10.1% | ||
| 44 | NUV | 6.3 | Hold | $8.18 | +7.5% | ||
| 45 | RQI | 6.3 | Hold | $11.17 | +7.5% | ||
| 46 | AAMI | 6.2 | Hold | $93.88 | -17.6% | ||
| 47 | APO | 6.2 | Hold | $121.69 | +13.5% | ||
| 48 | FFC | 6.2 | Hold | $15.12 | +2.9% | ||
| 49 | GGN | 6.2 | Hold | $5.42 | +2.8% | ||
| 50 | KYN | 6.2 | Hold | $13.83 | +6.6% | ||
Show all 236 stocks ▾
- OTFBlue Owl Technology Finance Cor6.2
- CNSCohen & Steers Inc6.1
- GUTGUT6.0
- MCIBarings Corporate Investors6.0
- NFJAllianzGI NFJ Dividend, Interes6.0
- PDTPDT6.0
- PEOAdams Natural Resources Fund, I6.0
- ARCCAres Capital Corporation5.9
- BENFranklin Templeton, Inc.5.9
- BGRBlackRock Energy and Resources 5.9
- BTTBlackRock Municipal 2030 Target5.9
- ETYETY5.9
- FINSFINS5.9
- KKRKKR & Co. Inc.5.9
- RNPCohen & Steers Reit and Preferr5.9
- STEWSTEW5.9
- ASAASA5.8
- BBDCBarings BDC, Inc.5.8
- BMEBME5.8
- CHYCalamos Convertible and High In5.8
- ETBEaton Vance Tax-Managed Buy-Wri5.8
- NEANEA5.8
- NPFDNPFD5.8
- OCSLOaktree Specialty Lending Corpo5.8
- CHICalamos Convertible Opportuniti5.7
- NXG7330855.7
- CSQCalamos Strategic Total Return 5.6
- ECCECC5.6
- GSBDGoldman Sachs BDC, Inc.5.6
- IGDVoya Global Equity Dividend and5.6
- JPCNuveen Preferred & Income Oppor5.6
- MUJMUJ5.6
- NRKNuveen New York AMT-Free Qualit5.6
- PHKPHK5.6
- PSECProspect Capital Corporation5.6
- TSLXSixth Street Specialty Lending,5.6
- BDJBlackrock Enhanced Equity Divid5.5
- BTOBTO5.5
- BXSLBlackstone Secured Lending Fund5.5
- CETCET5.5
- FDUSFidus Investment Corporation5.5
- HQHHQH5.5
- IIMInvesco Value Municipal Income 5.5
- MSDLMSDL5.5
- NKXNuveen California AMT-Free Qual5.5
- PCNPCN5.5
- VGMInvesco Trust for Investment Gr5.5
- VKQVKQ5.5
- AVKAVK5.4
- IQIIQI5.4
- JFRJFR5.4
- JQCJQC5.4
- NMCONMCO5.4
- NXPNXP5.4
- VMOVMO5.4
- BOEBOE5.3
- CHWCHW5.3
- DFPFlaherty & Crumrine Dynamic Pre5.3
- EVNEaton Vance Municipal Income Tr5.3
- HPIHPI5.3
- NMZNuveen Municipal High Income Op5.3
- PTYPimco Corporate & Income Opport5.3
- UTG532705.3
- CLMCornerstone Strategic Value Fd5.2
- HPSJohn Hancock Preferred Income F5.2
- HYTBlackrock Corporate High Yield 5.2
- IGRCBRE Clarion Global Real Estate5.2
- ISDPGIM Short Duration High Yield 5.2
- MUAMUA5.2
- MYIMYI5.2
- NADNuveen Quality Municipal Income5.1
- PFNPIMCO Income Strategy Fund II5.1
- VCVInvesco California Value Munici5.1
- WIWWIW5.1
- ACPAberdeen Income Credit Strategi5.0
- AWFAlliancebernstein Global High I5.0
- MHDMHD5.0
- NACNAC5.0
- NZFNuveen Municipal Credit Income 5.0
- NVGNuveen AMT-Free Municipal Credi4.9
- FAX5923144.8
- MQYBlackrock MuniYield Quality Fun4.8
- EVTEaton Vance Tax Advantaged Divi4.7
- OWLBlue Owl Capital Inc.4.7
- BLWBlackrock Limited Duration Inco4.6
- DSUBlackrock Debt Strategies Fund,4.6
- HFROHighland Floating Rate Opportun3.7
- TRINTrinity Capital Inc.6.5
- GAINGladstone Investment Corporatio6.4
- CRBGCorebridge Financial Inc.6.2
- KBDCKayne Anderson BDC, Inc.6.2
- PFLTPennantPark Floating Rate Capit6.2
- TPGTPG Inc.6.2
- ALTIAlTi Global, Inc.6.1
- NCDLNCDL6.0
- BTXBlackRock Technology and Privat5.9
- CSWCCapital Southwest Corporation5.9
- DBRGDigitalBridge Group, Inc.5.9
- EOSEaton Vance Enhance Equity Inco5.9
- IVZInvesco Ltd5.9
- BCXBlackRock Resources of Benefic5.8
- BMEZBlackRock Health Sciences Trust5.8
- BSTBST5.8
- BUIBUI5.8
- EXGEXG5.8
- CCDCalamos Dynamic Convertible & I5.7
- NML15255.7
- QQQXNuveen NASDAQ 100 Dynamic Overw5.7
- STKSTK5.7
- TBLDThornburg Income Builder Opport5.7
- BSTZBlackRock Science and Technolog5.6
- CGBDCarlyle Secured Lending, Inc.5.6
- DPGDuff & Phelps Global Utility In5.6
- EMOEMO5.6
- FSCOFSCO5.6
- HASIHA Sustainable Infrastructure C5.6
- MEGIMEGI5.6
- NBXGNBXG5.6
- OXLCOxford Lane Capital Corp.5.6
- MAINMain Street Capital Corporation5.5
- OBDCBlue Owl Capital Corporation5.5
- THWTekla World Healthcare Fund Sha5.5
- BNBrookfield Corporation5.4
- FPFFirst Trust Intermediate Durati5.4
- FSKFS KKR Capital Corp.5.4
- NIEAllianzGI Equity & Convertible 5.4
- ASGIabrdn Global Infrastructure Inc5.3
- DXYZDestiny Tech100 Inc.5.3
- EOIEaton Vance Enhance Equity Inco5.3
- GOFGOF5.3
- GUGGUG5.3
- LDPLDP5.3
- NMAINMAI5.3
- NMFCNew Mountain Finance Corporatio5.3
- PDIPIMCO Dynamic Income Fund5.3
- PFGPrincipal Financial Group Inc5.3
- PTA2409055.3
- AIOAllianzGI Artificial Intelligen5.2
- ASSTStrive, Inc.5.2
- BBNBlackRock Taxable Municipal Bon5.2
- GBDCGolub Capital BDC, Inc.5.2
- KIOKKR Income Opportunities Fund5.2
- BCATBCAT5.1
- BURBurford Capital Limited5.1
- CRFCRF5.1
- ECATECAT5.1
- ETVEaton Vance Corporation Eaton V5.1
- GHYPGIM Global Short Duration High5.1
- NBBNBB5.1
- PAXSPIMCO Access Income Fund5.1
- PDOPDO5.1
- BITBlackRock Multi-Sector Income T5.0
- FTHYFTHY5.0
- NDMONDMO5.0
- PSPershing Square Inc.5.0
- RABrookfield Real Assets Income F5.0
- STEPStepStone Group Inc.5.0
- VRTSVirtus Investment Partners, Inc5.0
- EMDEMD4.9
- MMUWestern Asset Managed Municipal4.9
- SLRCSLR Investment Corp.4.9
- WDIWDI4.9
- ARESAres Management Corporation4.8
- BGYBlackrock Enhanced Internationa4.8
- EVVEVV4.8
- MFICMidCap Financial Investment Cor4.8
- TYGTYG4.8
- DLYDoubleLine Yield Opportunities 4.7
- MUCBlackrock MuniHoldings Californ4.7
- THQTekla Healthcare Opportunies Fu4.7
- ETJEaton Vance Risk-Managed Divers4.6
- PDX1706044.6
- PWRLPowerlaw Corp.4.6
- USAUSA4.6
- BOTRoboStrategy, Inc.4.5
- BGBBGB4.4
- BTZBTZ4.4
- EIM1004014.4
- OXLCOOxford Lane Capital Corp. - Pre4.4
- DSLDoubleLine Income Solutions Fun4.3
- RVIRobinhood Ventures Fund I4.3
- TIPTTiptree Inc.4.3
- VVRInvesco Senior Income Trust (D4.3
- CGThe Carlyle Group Inc.4.1
- EQHEquitable Holdings, Inc.4.1
- IFNIndia Fund, Inc. (The)4.0