Asset Management
Financial Services229 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 229 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 |
|---|---|---|---|---|---|
| 1 | GAB | 7.4 | Buy Now | $5.20 | +15.0% |
| 2 | HLNE | 7.3 | Buy Now | $90.13 | +18.8% |
| 3 | CII | 7.2 | Hold | $22.83 | +4.4% |
| 4 | FFA | 7.1 | Buy Wait | $21.71 | +7.8% |
| 5 | EQH | 7.1 | Hold | $52.91 | +5.2% |
| 6 | ETO | 7.0 | Hold | $29.28 | +3.8% |
| 7 | VCTR | 7.0 | Hold | $112.41 | -4.3% |
| 8 | AOD | 6.8 | Buy Now | $9.92 | +15.0% |
| 9 | SII | 6.8 | Buy Wait | $112.30 | +21.1% |
| 10 | WT | 6.8 | Buy Wait | $19.01 | +18.3% |
| 11 | ADX | 6.8 | Hold | $24.26 | +6.0% |
| 12 | GLAD | 6.8 | Hold | $19.33 | -3.3% |
| 13 | TWN | 6.8 | Hold | $74.00 | +37.7% |
| 14 | PAX | 6.7 | Buy Wait | $9.61 | +34.3% |
| 15 | UTF | 6.7 | Buy Wait | $25.82 | +6.8% |
| 16 | AMG | 6.7 | Hold | $350.54 | +10.6% |
| 17 | BAM | 6.7 | Hold | $52.46 | -4.2% |
| 18 | BLK | 6.6 | Buy Wait | $1170.67 | +4.5% |
| 19 | GCMG | 6.6 | Buy Wait | $12.53 | +0.9% |
| 20 | TY | 6.6 | Buy Wait | $33.73 | +6.9% |
| 21 | AAMI | 6.6 | Hold | $91.79 | -11.4% |
| 22 | BHK | 6.6 | Hold | $8.58 | +15.0% |
| 23 | PFG | 6.6 | Sell | $112.82 | -15.6% |
| 24 | GAM | 6.5 | Buy Wait | $62.04 | +9.3% |
| 25 | ETW | 6.5 | Hold | $9.20 | +3.4% |
| 26 | OTF | 6.5 | Hold | $9.53 | +24.3% |
| 27 | RJF | 6.5 | Hold | $164.82 | -3.8% |
| 28 | RPC | 6.5 | Hold | $9.78 | +10.8% |
| 29 | RQI | 6.5 | Hold | $11.74 | +15.0% |
| 30 | GDV | 6.4 | Hold | $28.34 | +15.0% |
| 31 | GGN | 6.4 | Hold | $5.18 | +15.1% |
| 32 | HQL | 6.4 | Hold | $17.36 | +7.3% |
| 33 | PML | 6.4 | Hold | $6.90 | +14.9% |
| 34 | TRIN | 6.4 | Hold | $17.74 | -9.3% |
| 35 | KBDC | 6.4 | Sell | $12.74 | -1.0% |
| 36 | AMP | 6.3 | Hold | $509.32 | -6.9% |
| 37 | CRBG | 6.3 | Hold | $34.24 | +2.9% |
| 38 | DNP | 6.3 | Hold | $10.02 | +15.0% |
| 39 | FHI | 6.3 | Hold | $63.66 | -18.0% |
| 40 | FWDI | 6.3 | Hold | $5.70 | +76.5% |
| 41 | HTD | 6.3 | Hold | $23.24 | +15.0% |
| 42 | MUA | 6.3 | Hold | $9.73 | +15.0% |
| 43 | NTRS | 6.3 | Hold | $171.39 | -7.8% |
| 44 | RMT | 6.3 | Hold | $12.52 | +4.4% |
| 45 | STT | 6.3 | Hold | $165.23 | +4.9% |
| 46 | PFLT | 6.3 | Sell | $6.83 | +21.9% |
| 47 | BEN | 6.2 | Hold | $32.21 | -4.2% |
| 48 | CSWC | 6.2 | Hold | $23.27 | -6.2% |
| 49 | MYI | 6.2 | Hold | $10.13 | +15.0% |
| 50 | NUV | 6.2 | Hold | $8.36 | +15.0% |
Show all 229 stocks ▾
- RVTRoyce Value Trust, Inc.6.2
- SEICSEI Investments Company6.2
- NCDLNCDL6.2
- TPGTPG Inc.6.2
- ETGEaton Vance Tax-Advantaged Glob6.1
- ASAASA Gold and Precious Metals L6.1
- ETBEaton Vance Tax-Managed Buy-Wri6.1
- FFCFlaherty & Crumrine Preferred S6.1
- GUTGabelli Utility Trust (The)6.1
- MUCBlackrock MuniHoldings Californ6.1
- MYNBlackrock MuniYield New York Qu6.1
- RNPCohen & Steers Reit and Preferr6.1
- STEWSTEW6.1
- GAINGladstone Investment Corporatio6.1
- BGRBlackRock Energy and Resources 6.0
- BMEBlackrock Health Sciences Trust6.0
- KKRKKR & Co. Inc.6.0
- PDTJohn Hancock Premium Dividend F6.0
- ASSTStrive, Inc.6.0
- BUIBlackRock Utility, Infrastructu6.0
- ARCCAres Capital Corporation5.9
- BXSLBlackstone Secured Lending Fund5.9
- NEANuveen AMT-Free Quality Municip5.9
- OCSLOaktree Specialty Lending Corpo5.9
- PEOAdams Natural Resources Fund, I5.9
- EOSEaton Vance Enhance Equity Inco5.9
- SLRCSLR Investment Corp.5.9
- TBLDThornburg Income Builder Opport5.9
- APAMArtisan Partners Asset Manageme5.8
- BBDCBarings BDC, Inc.5.8
- BTOJohn Hancock Financial Opportun5.8
- CGBDCarlyle Secured Lending, Inc.5.8
- ETYEaton Vance Tax-Managed Diversi5.8
- KYNKayne Anderson MLP/Midstream In5.8
- TROWT. Rowe Price Group, Inc.5.8
- FSKFS KKR Capital Corp.5.8
- HTGCHercules Capital, Inc.5.8
- NML15255.8
- VINPVinci Compass Investments Ltd.5.8
- CHYCalamos Convertible and High In5.7
- MQYBlackrock MuniYield Quality Fun5.7
- PHKPimco High Income Fund Pimco Hi5.7
- PSECProspect Capital Corporation5.7
- BMEZBlackRock Health Sciences Trust5.7
- BSTBlackRock Science and Technolog5.7
- BTXBlackRock Technology and Privat5.7
- EXGEaton Vance Tax-Managed Global 5.7
- HASIHA Sustainable Infrastructure C5.7
- IVZInvesco Ltd5.7
- MEGIMEGI5.7
- OXLCOxford Lane Capital Corp.5.7
- CET110175.6
- CHICalamos Convertible Opportuniti5.6
- ECCEagle Point Credit Company Inc.5.6
- MAINMain Street Capital Corporation5.6
- MSDLMSDL5.6
- OWLBlue Owl Capital Inc.5.6
- PCNPimco Corporate & Income Strate5.6
- ASGIabrdn Global Infrastructure Inc5.6
- BCXBlackRock Resources of Benefic5.6
- DPGDuff & Phelps Global Utility In5.6
- DXYZDestiny Tech100 Inc.5.6
- FSCOFSCO5.6
- GUGGUG5.6
- NBXGNBXG5.6
- OBDCBlue Owl Capital Corporation5.6
- PTA2409055.6
- QQQXNuveen NASDAQ 100 Dynamic Overw5.6
- STKColumbia Seligman Premium Techn5.6
- AVKAdvent Claymore Convertible Sec5.5
- FDUSFidus Investment Corporation5.5
- GSBDGoldman Sachs BDC, Inc.5.5
- HQHTekla Healthcare Investors5.5
- IGDVoya Global Equity Dividend and5.5
- NFJAllianzGI NFJ Dividend, Interes5.5
- NRKNuveen New York AMT-Free Qualit5.5
- NXG7330855.5
- PTYPimco Corporate & Income Opport5.5
- BSTZBlackRock Science and Technolog5.5
- CCDCalamos Dynamic Convertible & I5.5
- EMOClearBridge Energy Midstream Op5.5
- FPFFirst Trust Intermediate Durati5.5
- GBDCGolub Capital BDC, Inc.5.5
- NIEAllianzGI Equity & Convertible 5.5
- PDIPIMCO Dynamic Income Fund5.5
- PDOPDO5.5
- TSLXSixth Street Specialty Lending,5.5
- BDJBlackrock Enhanced Equity Divid5.4
- BXBlackstone Inc.5.4
- CSQCalamos Strategic Total Return 5.4
- IGRCBRE Clarion Global Real Estate5.4
- JPCNuveen Preferred & Income Oppor5.4
- NKXNuveen California AMT-Free Qual5.4
- NMCONMCO5.4
- AIOAllianzGI Artificial Intelligen5.4
- ECATECAT5.4
- GOFGuggenheim Strategic Opportunit5.4
- KIOKKR Income Opportunities Fund5.4
- NMAINMAI5.4
- NMFCNew Mountain Finance Corporatio5.4
- STEPStepStone Group Inc.5.4
- THWTekla World Healthcare Fund Sha5.4
- CHWCalamos Global Dynamic Income F5.3
- CNSCohen & Steers Inc5.3
- IQIInvesco Quality Municipal Incom5.3
- NXPNuveen Select Tax Free Income P5.3
- UTG532705.3
- BBNBlackRock Taxable Municipal Bon5.3
- BNBrookfield Corporation5.3
- BURBurford Capital Limited5.3
- ETVEaton Vance Corporation Eaton V5.3
- LDPCohen & Steers Limited Duration5.3
- PAXSPIMCO Access Income Fund5.3
- WDIWDI5.3
- BOEBlackrock Enhanced Global Divid5.2
- HYTBlackrock Corporate High Yield 5.2
- IIMInvesco Value Municipal Income 5.2
- JFRNuveen Floating Rate Income Fun5.2
- MHDBlackrock MuniHoldings Fund, In5.2
- PFNPIMCO Income Strategy Fund II5.2
- VGMInvesco Trust for Investment Gr5.2
- VRTSVirtus Investment Partners, Inc5.2
- EOIEaton Vance Enhance Equity Inco5.2
- FTHYFTHY5.2
- GHYPGIM Global Short Duration High5.2
- PSPershing Square Inc.5.2
- ACPAberdeen Income Credit Strategi5.1
- AWFAlliancebernstein Global High I5.1
- CLMCornerstone Strategic Value Fd5.1
- VKQInvesco Municipal Trust5.1
- VMOInvesco Municipal Opportunity T5.1
- WIWWestern Asset Inflation-Linked 5.1
- ABAllianceBernstein Holding L.P.5.1
- APOApollo Global Management, Inc. 5.1
- BCATBCAT5.1
- EMDWestern Asset Emerging Markets 5.1
- NBBNuveen Taxable Municipal Income5.1
- RABrookfield Real Assets Income F5.1
- NADNuveen Quality Municipal Income5.0
- NMZNuveen Municipal High Income Op5.0
- NPFDNPFD5.0
- VCVInvesco California Value Munici5.0
- BITBlackRock Multi-Sector Income T5.0
- EVTEaton Vance Tax Advantaged Divi4.9
- CRF331384.9
- MUJBlackrock MuniHoldings New Jers4.9
- NDMONDMO4.9
- BLWBlackrock Limited Duration Inco4.8
- DSUBlackrock Debt Strategies Fund,4.8
- FAX5923144.8
- NACNuveen California Quality Munic4.8
- BGYBlackrock Enhanced Internationa4.8
- DLYDoubleLine Yield Opportunities 4.8
- EVV3161004.8
- USALiberty All-Star Equity Fund4.8
- NZFNuveen Municipal Credit Income 4.7
- BTTBlackRock Municipal 2030 Target4.7
- JQCNuveen Credit Strategies Income4.7
- MMUWestern Asset Managed Municipal4.7
- THQTekla Healthcare Opportunies Fu4.7
- TYGTortoise Energy Infrastructure 4.7
- MFICMidCap Financial Investment Cor4.6
- NVGNuveen AMT-Free Municipal Credi4.6
- BOTRoboStrategy, Inc.4.6
- BTZBlackRock Credit Allocation Inc4.6
- PWRLPowerlaw Corp.4.6
- BGBBlackstone / GSO Strategic Cred4.5
- CGThe Carlyle Group Inc.4.5
- ETJEaton Vance Risk-Managed Divers4.5
- PDX1706044.5
- TIPTTiptree Inc.4.5
- VVRInvesco Senior Income Trust (D4.4
- EIM1004014.3
- OXLCOOxford Lane Capital Corp. - Pre4.3
- ARESAres Management Corporation4.2
- DSLDoubleLine Income Solutions Fun4.2
- RVIRobinhood Ventures Fund I4.2
- VCXVCX4.2
- IFNIndia Fund, Inc. (The)4.1