Asset Management
Financial Services239 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 | TY | 5.8 | Buy Now | $35.06 | +0.8% | ||
| 2 | VCTR | 7.0 | Buy Wait | $98.31 | -15.6% | ||
| 3 | BX | 6.9 | Buy Wait | $130.72 | -2.5% | ||
| 4 | BLK | 6.8 | Buy Wait | $1053.48 | +12.2% | ||
| 5 | TWN | 6.8 | Buy Wait | $84.10 | +20.6% | ||
| 6 | SII | 6.7 | Buy Wait | $103.16 | +27.6% | ||
| 7 | WT | 6.3 | Buy Wait | $19.42 | -7.9% | ||
| 8 | AMG | 6.2 | Buy Wait | $360.86 | -0.6% | ||
| 9 | FHI | 6.2 | Buy Wait | $59.04 | -15.3% | ||
| 10 | HTGC | 6.1 | Buy Wait | $15.84 | +4.5% | ||
| 11 | AAMI | 5.9 | Buy Wait | $82.08 | -19.1% | ||
| 12 | ETG | 5.9 | Buy Wait | $22.89 | +1.2% | ||
| 13 | OWL | 5.7 | Buy Wait | $9.58 | +13.5% | ||
| 14 | KKR | 5.0 | Buy Wait | $100.50 | +10.7% | ||
| 15 | PFG | 4.9 | Buy Wait | $110.91 | -16.5% | ||
| HOLD / WATCH | |||||||
| 16 | OTF | 6.9 | Hold | $10.16 | +13.6% | ||
| 17 | PML | 6.9 | Hold | $7.28 | +3.0% | ||
| 18 | RJF | 6.9 | Hold | $172.26 | -6.6% | ||
| 19 | ETO | 6.8 | Hold | $30.00 | +1.4% | ||
| 20 | HLNE | 6.7 | Hold | $86.59 | +27.5% | ||
| 21 | WIW | 6.7 | Hold | $8.28 | -1.0% | ||
| 22 | AOD | 6.6 | Hold | $10.44 | -1.0% | ||
| 23 | CRF | 6.6 | Hold | $7.00 | +0.3% | ||
| 24 | GGN | 6.6 | Hold | $4.89 | -0.9% | ||
| 25 | CLM | 6.5 | Hold | $7.30 | +1.2% | ||
| 26 | GLAD | 6.5 | Hold | $19.07 | -2.1% | ||
| 27 | NTRS | 6.5 | Hold | $181.00 | -11.9% | ||
| 28 | RVT | 6.5 | Hold | $18.05 | +1.2% | ||
| 29 | BHK | 6.4 | Hold | $8.88 | +1.3% | ||
| 30 | CII | 6.4 | Hold | $24.20 | +4.7% | ||
| 31 | ETW | 6.4 | Hold | $9.38 | +1.0% | ||
| 32 | GAB | 6.4 | Hold | $5.61 | +0.6% | ||
| 33 | GDV | 6.4 | Hold | $29.91 | -1.4% | ||
| 34 | HTD | 6.4 | Hold | $25.99 | -0.7% | ||
| 35 | KYN | 6.4 | Hold | $14.54 | +2.3% | ||
| 36 | NOAH | 6.4 | Hold | $8.57 | +19.7% | ||
| 37 | BOE | 6.3 | Hold | $11.79 | +2.0% | ||
| 38 | CET | 6.3 | Hold | $52.24 | -0.1% | ||
| 39 | DNP | 6.3 | Hold | $11.02 | -0.7% | ||
| 40 | FFA | 6.3 | Hold | $22.45 | -0.2% | ||
| 41 | NUV | 6.3 | Hold | $9.05 | 0.0% | ||
| 42 | SEIC | 6.3 | Hold | $100.11 | -3.1% | ||
| 43 | EMD | 6.2 | Hold | $10.50 | +0.4% | ||
| 44 | NFJ | 6.2 | Hold | $15.15 | -0.3% | ||
| 45 | BME | 6.1 | Hold | $43.12 | +0.2% | ||
| 46 | GAM | 6.1 | Hold | $64.22 | -0.8% | ||
| 47 | HQL | 6.1 | Hold | $19.37 | +7.8% | ||
| 48 | RPC | 6.1 | Hold | $8.58 | +33.7% | ||
| 49 | TRIN | 6.1 | Hold | $17.39 | -9.8% | ||
| 50 | ASA | 6.0 | Hold | $50.80 | +8.3% | ||
Show all 239 stocks ▾
- BENFranklin Resources, Inc.6.0
- GUTGabelli Utility Trust (The)6.0
- NEANuveen AMT-Free Quality Municip6.0
- PDTJohn Hancock Premium Dividend F6.0
- AMPAmeriprise Financial, Inc.5.9
- APAMArtisan Partners Asset Manageme5.9
- ECCEagle Point Credit Company Inc.5.9
- FDUSFidus Investment Corporation5.9
- NPFDNPFD5.9
- PSECProspect Capital Corporation5.9
- ETBEaton Vance Tax-Managed Buy-Wri5.8
- ETYEaton Vance Tax-Managed Diversi5.8
- VMOInvesco Municipal Opportunity T5.8
- ADXAdams Diversified Equity Fund I5.7
- BAMBrookfield Asset Management Inc5.7
- BDJBlackrock Enhanced Equity Divid5.7
- FINSFINS5.7
- MYIBlackrock MuniYield Quality Fun5.7
- PSPershing Square Inc.5.7
- ARCCAres Capital Corporation5.6
- BGYBlackrock Enhanced Internationa5.6
- BTTBlackRock Municipal 2030 Target5.6
- CCAPCrescent Capital BDC, Inc.5.6
- EOSEaton Vance Enhance Equity Inco5.6
- NRKNuveen New York AMT-Free Qualit5.6
- TROWT. Rowe Price Group, Inc.5.6
- VKQInvesco Municipal Trust5.6
- VRTSVirtus Investment Partners, Inc5.6
- HQHTekla Healthcare Investors5.5
- JPCNuveen Preferred & Income Oppor5.5
- NKXNuveen California AMT-Free Qual5.5
- NMCONMCO5.5
- VKI92685.5
- CSQCalamos Strategic Total Return 5.2
- SDHYSDHY5.1
- LEODreyfus Strategic Municipals, I4.5
- VINPVinci Compass Investments Ltd.6.7
- PAXPatria Investments Limited6.6
- ALTIAlTi Global, Inc.6.3
- ASSTStrive, Inc.6.1
- CGBDCarlyle Secured Lending, Inc.6.1
- IVZInvesco Ltd6.1
- BURBurford Capital Limited6.0
- GCMGGCM Grosvenor Inc.6.0
- PFLTPennantPark Floating Rate Capit5.9
- RMTRoyce Micro-Cap Trust, Inc.5.9
- STEPStepStone Group Inc.5.9
- ARESAres Management Corporation5.8
- BCXBlackRock Resources of Benefic5.8
- CNSCohen & Steers Inc5.8
- DBRGDigitalBridge Group, Inc.5.8
- DPGDuff & Phelps Global Utility In5.8
- TSLXSixth Street Specialty Lending,5.8
- ABAllianceBernstein Holding L.P.5.7
- ASGIabrdn Global Infrastructure Inc5.7
- OXLCOxford Lane Capital Corp.5.7
- BUIBlackRock Utility, Infrastructu5.6
- ETVEaton Vance Corporation Eaton V5.6
- EXGEaton Vance Tax-Managed Global 5.6
- NCDLNCDL5.6
- UTG532705.6
- BBDCBarings BDC, Inc.5.5
- BCATBCAT5.5
- BMEZBlackRock Health Sciences Trust5.5
- BSTZBlackRock Science and Technolog5.5
- BXSLBlackstone Secured Lending Fund5.5
- CSWCCapital Southwest Corporation5.5
- EOIEaton Vance Enhance Equity Inco5.5
- HYTBlackrock Corporate High Yield 5.5
- IIMInvesco Value Municipal Income 5.5
- JFRNuveen Floating Rate Income Fun5.5
- KIOKKR Income Opportunities Fund5.5
- MSDLMSDL5.5
- NBXGNBXG5.5
- NMFCNew Mountain Finance Corporatio5.5
- TBLDThornburg Income Builder Opport5.5
- CCDCalamos Dynamic Convertible & I5.4
- CHICalamos Convertible Opportuniti5.4
- CHYCalamos Convertible and High In5.4
- FPFFirst Trust Intermediate Durati5.4
- FSCOFSCO5.4
- GBDCGolub Capital BDC, Inc.5.4
- GHYPGIM Global Short Duration High5.4
- GOFGuggenheim Strategic Opportunit5.4
- GSBDGoldman Sachs BDC, Inc.5.4
- IGDVoya Global Equity Dividend and5.4
- IQIInvesco Quality Municipal Incom5.4
- KBDCKayne Anderson BDC, Inc.5.4
- NMAINMAI5.4
- UTFCohen & Steers Infrastructure F5.4
- VGMInvesco Trust for Investment Gr5.4
- AVKAdvent Claymore Convertible Sec5.3
- CGThe Carlyle Group Inc.5.3
- HPSJohn Hancock Preferred Income F5.3
- JQCNuveen Credit Strategies Income5.3
- LDPCohen & Steers Limited Duration5.3
- MUABlackrock MuniAssets Fund, Inc5.3
- MUJBlackrock MuniHoldings New Jers5.3
- NIEAllianzGI Equity & Convertible 5.3
- NXPNuveen Select Tax Free Income P5.3
- OCSLOaktree Specialty Lending Corpo5.3
- PDIPIMCO Dynamic Income Fund5.3
- PDOPDO5.3
- PTA2409055.3
- QQQXNuveen NASDAQ 100 Dynamic Overw5.3
- USALiberty All-Star Equity Fund5.3
- AIOAllianzGI Artificial Intelligen5.2
- BITBlackRock Multi-Sector Income T5.2
- BNBrookfield Corporation5.2
- BSTBlackRock Science and Technolog5.2
- FTHYFTHY5.2
- MEGIMEGI5.2
- MHDBlackrock MuniHoldings Fund, In5.2
- NMZNuveen Municipal High Income Op5.2
- OBDCBlue Owl Capital Corporation5.2
- PAXSPIMCO Access Income Fund5.2
- RABrookfield Real Assets Income F5.2
- STKColumbia Seligman Premium Techn5.2
- THWTekla World Healthcare Fund Sha5.2
- TPGTPG Inc.5.2
- WDIWDI5.2
- ACPAberdeen Income Credit Strategi5.1
- BBNBlackRock Taxable Municipal Bon5.1
- DXYZDestiny Tech100 Inc.5.1
- ECATECAT5.1
- FFCFlaherty & Crumrine Preferred S5.1
- FSKFS KKR Capital Corp.5.1
- GUGGUG5.1
- HPIJohn Hancock Preferred Income F5.1
- MQYBlackrock MuniYield Quality Fun5.1
- NADNuveen Quality Municipal Income5.1
- PCNPimco Corporate & Income Strate5.1
- PHKPimco High Income Fund Pimco Hi5.1
- PTYPimco Corporate & Income Opport5.1
- STTState Street Corporation5.1
- TYGTortoise Energy Infrastructure 5.1
- AWFAlliancebernstein Global High I5.0
- CHWCalamos Global Dynamic Income F5.0
- DFPFlaherty & Crumrine Dynamic Pre5.0
- ETJEaton Vance Risk-Managed Divers5.0
- NBBNuveen Taxable Municipal Income5.0
- NVGNuveen AMT-Free Municipal Credi5.0
- PEOAdams Natural Resources Fund, I5.0
- DSUBlackrock Debt Strategies Fund,4.9
- EIM1004014.9
- ISDPGIM Short Duration High Yield 4.9
- MAASMaase Inc.4.9
- MAINMain Street Capital Corporation4.9
- NACNuveen California Quality Munic4.9
- PDX1706044.9
- PFNPIMCO Income Strategy Fund II4.9
- VCVInvesco California Value Munici4.9
- BGBBlackstone / GSO Strategic Cred4.8
- EMOClearBridge Energy Midstream Op4.8
- EVV3161004.8
- MUCBlackrock MuniHoldings Californ4.8
- NZFNuveen Municipal Credit Income 4.8
- SLRCSLR Investment Corp.4.8
- STEWSTEW4.8
- BTXBlackRock Technology and Privat4.7
- DLYDoubleLine Yield Opportunities 4.7
- FAX5923144.7
- GAINGladstone Investment Corporatio4.7
- NDMONDMO4.7
- THQTekla Healthcare Opportunies Fu4.7
- APOApollo Global Management, Inc. 4.6
- BLWBlackrock Limited Duration Inco4.6
- CRBGCorebridge Financial Inc.4.6
- EVTEaton Vance Tax Advantaged Divi4.6
- HASIHA Sustainable Infrastructure C4.6
- HFROHighland Floating Rate Opportun4.6
- PWRLPowerlaw Corp.4.6
- OIOOIO Group4.5
- BTOJohn Hancock Financial Opportun4.4
- MFICMidCap Financial Investment Cor4.4
- VVRInvesco Senior Income Trust (D4.4
- BTZBlackRock Credit Allocation Inc4.3
- EQHEquitable Holdings, Inc.4.3
- EVNEaton Vance Municipal Income Tr4.3
- BOTRoboStrategy, Inc.4.2
- MMUWestern Asset Managed Municipal4.2
- RNPCohen & Steers Reit and Preferr4.2
- RQICohen & Steers Quality Income R4.2
- RVIRobinhood Ventures Fund I4.2
- DSLDoubleLine Income Solutions Fun4.1
- OXLCOOxford Lane Capital Corp. - Pre4.1
- IGRCBRE Clarion Global Real Estate3.9
- NML15253.9
- IFNIndia Fund, Inc. (The)3.5