Asset Management
Financial Services240 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 | 6.9 | Buy Wait | $118.50 | +14.7% | ||
| 2 | GGN | 6.2 | Buy Wait | $4.91 | +2.4% | ||
| 3 | AAMI | 6.1 | Buy Wait | $79.15 | +11.7% | ||
| 4 | FHI | 5.9 | Buy Wait | $57.91 | +7.2% | ||
| 5 | APAM | 5.6 | Buy Wait | $36.22 | +6.6% | ||
| HOLD / WATCH | |||||||
| 6 | VCTR | 6.9 | Hold | $91.07 | +7.7% | ||
| 7 | TWN | 6.8 | Hold | $97.35 | +5.8% | ||
| 8 | WIW | 6.8 | Hold | $8.40 | -0.5% | ||
| 9 | ACP | 6.6 | Hold | $5.25 | -1.3% | ||
| 10 | CET | 6.6 | Hold | $53.24 | +0.6% | ||
| 11 | ETW | 6.6 | Hold | $9.55 | -1.0% | ||
| 12 | OTF | 6.6 | Hold | $10.41 | +13.7% | ||
| 13 | PML | 6.6 | Hold | $7.64 | -1.4% | ||
| 14 | AMP | 6.5 | Hold | $507.50 | +10.8% | ||
| 15 | AOD | 6.5 | Hold | $10.45 | -1.9% | ||
| 16 | CLM | 6.5 | Hold | $7.57 | -1.2% | ||
| 17 | ETO | 6.5 | Hold | $31.10 | -1.7% | ||
| 18 | GAM | 6.5 | Hold | $64.78 | -1.7% | ||
| 19 | GDV | 6.5 | Hold | $29.82 | -1.4% | ||
| 20 | GLAD | 6.5 | Hold | $19.70 | -1.0% | ||
| 21 | RVT | 6.5 | Hold | $18.37 | -0.6% | ||
| 22 | BHK | 6.4 | Hold | $9.18 | -1.7% | ||
| 23 | CRF | 6.4 | Hold | $7.19 | -1.0% | ||
| 24 | FFA | 6.4 | Hold | $22.53 | -1.7% | ||
| 25 | NOAH | 6.4 | Hold | $10.34 | +1.1% | ||
| 26 | BOE | 6.3 | Hold | $12.17 | -1.2% | ||
| 27 | HLNE | 6.3 | Hold | $82.63 | +40.0% | ||
| 28 | BLK | 6.2 | Hold | $1009.50 | +11.4% | ||
| 29 | CII | 6.2 | Hold | $25.69 | -0.2% | ||
| 30 | CSQ | 6.2 | Hold | $20.70 | -1.5% | ||
| 31 | DNP | 6.2 | Hold | $10.88 | -1.7% | ||
| 32 | FDUS | 6.2 | Hold | $20.30 | -1.6% | ||
| 33 | HQL | 6.2 | Hold | $20.15 | -1.3% | ||
| 34 | NFJ | 6.2 | Hold | $15.21 | -0.7% | ||
| 35 | SEIC | 6.2 | Hold | $94.99 | -1.4% | ||
| 36 | TRIN | 6.2 | Hold | $17.76 | +0.5% | ||
| 37 | ADX | 6.1 | Hold | $25.90 | -1.5% | ||
| 38 | BME | 6.1 | Hold | $43.55 | -1.3% | ||
| 39 | HTD | 6.1 | Hold | $25.61 | -0.6% | ||
| 40 | HTGC | 6.1 | Hold | $16.05 | +4.9% | ||
| 41 | NTRS | 6.1 | Hold | $181.50 | -2.0% | ||
| 42 | BDJ | 6.0 | Hold | $9.70 | -1.6% | ||
| 43 | EMD | 6.0 | Hold | $10.69 | -0.6% | ||
| 44 | GUT | 6.0 | Hold | $6.71 | -1.5% | ||
| 45 | RJF | 6.0 | Hold | $166.41 | -1.8% | ||
| 46 | ASA | 5.9 | Hold | $54.60 | +15.8% | ||
| 47 | ETY | 5.9 | Hold | $14.54 | -0.6% | ||
| 48 | NPFD | 5.9 | Hold | $18.73 | -1.1% | ||
| 49 | AMG | 5.8 | Hold | $356.61 | 0.0% | ||
| 50 | BTT | 5.8 | Hold | $22.85 | -1.4% | ||
Show all 240 stocks ▾
- CHICalamos Convertible Opportuniti5.8
- ETBEaton Vance Tax-Managed Buy-Wri5.8
- BAMBrookfield Asset Management Inc5.7
- BENFranklin Resources, Inc.5.7
- BGYBlackrock Enhanced Internationa5.7
- ECCEagle Point Credit Company Inc.5.7
- EOSEaton Vance Enhance Equity Inco5.7
- NEANuveen AMT-Free Quality Municip5.7
- PDTJohn Hancock Premium Dividend F5.7
- PSECProspect Capital Corporation5.7
- TYTri Continental Corporation5.6
- BXBlackstone Inc.5.5
- ETGEaton Vance Tax-Advantaged Glob5.5
- JPCNuveen Preferred & Income Oppor5.5
- MSDLMSDL5.5
- MYIBlackrock MuniYield Quality Fun5.5
- NADNuveen Quality Municipal Income5.5
- NKXNuveen California AMT-Free Qual5.5
- NRKNuveen New York AMT-Free Qualit5.5
- STTState Street Corporation4.9
- PAXPatria Investments Limited6.6
- VINPVinci Compass Investments Ltd.6.5
- CGBDCarlyle Secured Lending, Inc.6.4
- WTWisdomTree, Inc.6.3
- ABAllianceBernstein Holding L.P.6.1
- EXGEaton Vance Tax-Managed Global 6.0
- GABGabelli Equity Trust, Inc. (The6.0
- STEPStepStone Group Inc.6.0
- ALTIAlTi Global, Inc.5.9
- BURBurford Capital Limited5.9
- GCMGGCM Grosvenor Inc.5.9
- RPCRidgepost Capital, Inc.5.9
- ASSTStrive, Inc.5.8
- ETVEaton Vance Corporation Eaton V5.8
- ARCCAres Capital Corporation5.7
- CCAPCrescent Capital BDC, Inc.5.7
- CCDCalamos Dynamic Convertible & I5.7
- IVZInvesco Ltd5.7
- OXLCOxford Lane Capital Corp.5.7
- PFLTPennantPark Floating Rate Capit5.7
- RMTRoyce Micro-Cap Trust, Inc.5.7
- ASGIabrdn Global Infrastructure Inc5.6
- BCXBlackRock Resources of Benefic5.6
- BUIBlackRock Utility, Infrastructu5.6
- CSWCCapital Southwest Corporation5.6
- DPGDuff & Phelps Global Utility In5.6
- GBDCGolub Capital BDC, Inc.5.6
- KBDCKayne Anderson BDC, Inc.5.6
- NBXGNBXG5.6
- NMAINMAI5.6
- NUVNuveen Municipal Value Fund, In5.6
- OWLBlue Owl Capital Inc.5.6
- PSPershing Square Inc.5.6
- TSLXSixth Street Specialty Lending,5.6
- ARESAres Management Corporation5.5
- BMEZBlackRock Health Sciences Trust5.5
- BXSLBlackstone Secured Lending Fund5.5
- FINSFINS5.5
- GOFGuggenheim Strategic Opportunit5.5
- GSBDGoldman Sachs BDC, Inc.5.5
- HQHTekla Healthcare Investors5.5
- NIEAllianzGI Equity & Convertible 5.5
- PDOPDO5.5
- QQQXNuveen NASDAQ 100 Dynamic Overw5.5
- THWTekla World Healthcare Fund Sha5.5
- BBDCBarings BDC, Inc.5.4
- BNBrookfield Corporation5.4
- BSTBlackRock Science and Technolog5.4
- DBRGDigitalBridge Group, Inc.5.4
- FPFFirst Trust Intermediate Durati5.4
- IGDVoya Global Equity Dividend and5.4
- IQIInvesco Quality Municipal Incom5.4
- NCDLNCDL5.4
- NMCONMCO5.4
- NXPNuveen Select Tax Free Income P5.4
- NZFNuveen Municipal Credit Income 5.4
- OBDCBlue Owl Capital Corporation5.4
- PDIPIMCO Dynamic Income Fund5.4
- TBLDThornburg Income Builder Opport5.4
- TROWT. Rowe Price Group, Inc.5.4
- VGMInvesco Trust for Investment Gr5.4
- BSTZBlackRock Science and Technolog5.3
- CGThe Carlyle Group Inc.5.3
- EOIEaton Vance Enhance Equity Inco5.3
- FSCOFSCO5.3
- GHYPGIM Global Short Duration High5.3
- GUGGUG5.3
- HPSJohn Hancock Preferred Income F5.3
- IIMInvesco Value Municipal Income 5.3
- KYNKayne Anderson MLP/Midstream In5.3
- MEGIMEGI5.3
- MUJBlackrock MuniHoldings New Jers5.3
- PAXSPIMCO Access Income Fund5.3
- PTA2409055.3
- VKQInvesco Municipal Trust5.3
- VRTSVirtus Investment Partners, Inc5.3
- WDIWDI5.3
- AIOAllianzGI Artificial Intelligen5.2
- BCATBCAT5.2
- BITBlackRock Multi-Sector Income T5.2
- CHYCalamos Convertible and High In5.2
- DFPFlaherty & Crumrine Dynamic Pre5.2
- ECATECAT5.2
- ETJEaton Vance Risk-Managed Divers5.2
- ISDPGIM Short Duration High Yield 5.2
- KIOKKR Income Opportunities Fund5.2
- LDPCohen & Steers Limited Duration5.2
- MHDBlackrock MuniHoldings Fund, In5.2
- OCSLOaktree Specialty Lending Corpo5.2
- PCNPimco Corporate & Income Strate5.2
- RABrookfield Real Assets Income F5.2
- STKColumbia Seligman Premium Techn5.2
- VKI92685.2
- VMOInvesco Municipal Opportunity T5.2
- AVKAdvent Claymore Convertible Sec5.1
- BBNBlackRock Taxable Municipal Bon5.1
- BTOJohn Hancock Financial Opportun5.1
- CHWCalamos Global Dynamic Income F5.1
- CNSCohen & Steers Inc5.1
- FFCFlaherty & Crumrine Preferred S5.1
- FSKFS KKR Capital Corp.5.1
- FTHYFTHY5.1
- HPIJohn Hancock Preferred Income F5.1
- HYTBlackrock Corporate High Yield 5.1
- JFRNuveen Floating Rate Income Fun5.1
- NMFCNew Mountain Finance Corporatio5.1
- PDX1706045.1
- PEOAdams Natural Resources Fund, I5.1
- PTYPimco Corporate & Income Opport5.1
- SLRCSLR Investment Corp.5.1
- TPGTPG Inc.5.1
- UTFCohen & Steers Infrastructure F5.1
- VCVInvesco California Value Munici5.1
- BGBBlackstone / GSO Strategic Cred5.0
- DXYZDestiny Tech100 Inc.5.0
- MAINMain Street Capital Corporation5.0
- MUABlackrock MuniAssets Fund, Inc5.0
- PFNPIMCO Income Strategy Fund II5.0
- SDHYSDHY5.0
- STEWSTEW5.0
- BLWBlackrock Limited Duration Inco4.9
- JQCNuveen Credit Strategies Income4.9
- NBBNuveen Taxable Municipal Income4.9
- NMZNuveen Municipal High Income Op4.9
- PHKPimco High Income Fund Pimco Hi4.9
- DSUBlackrock Debt Strategies Fund,4.8
- GAINGladstone Investment Corporatio4.8
- HFROHighland Floating Rate Opportun4.8
- MQYBlackrock MuniYield Quality Fun4.8
- USALiberty All-Star Equity Fund4.8
- AWFAlliancebernstein Global High I4.7
- CRBGCorebridge Financial Inc.4.7
- DLYDoubleLine Yield Opportunities 4.7
- EVTEaton Vance Tax Advantaged Divi4.7
- EVV3161004.7
- KKRKKR & Co. Inc.4.7
- PFGPrincipal Financial Group Inc4.7
- THQTekla Healthcare Opportunies Fu4.7
- BTXBlackRock Technology and Privat4.6
- EIM1004014.6
- EMOClearBridge Energy Midstream Op4.6
- MUCBlackrock MuniHoldings Californ4.6
- NACNuveen California Quality Munic4.6
- PWRLPowerlaw Corp.4.6
- MAASMaase Inc.4.5
- MFICMidCap Financial Investment Cor4.5
- OIOOIO Group4.5
- OXLCOOxford Lane Capital Corp. - Pre4.5
- RNPCohen & Steers Reit and Preferr4.5
- UTG532704.5
- VVRInvesco Senior Income Trust (D4.5
- FAX5923144.4
- LEODreyfus Strategic Municipals, I4.4
- NVGNuveen AMT-Free Municipal Credi4.4
- APOApollo Global Management, Inc. 4.3
- BOTRoboStrategy, Inc.4.3
- BTZBlackRock Credit Allocation Inc4.3
- DSLDoubleLine Income Solutions Fun4.3
- EQHEquitable Holdings, Inc.4.3
- HASIHA Sustainable Infrastructure C4.3
- INVInnventure, Inc.4.3
- MMUWestern Asset Managed Municipal4.2
- TYGTortoise Energy Infrastructure 4.2
- EVNEaton Vance Municipal Income Tr4.1
- NDMONDMO4.1
- RQICohen & Steers Quality Income R4.0
- IFNIndia Fund, Inc. (The)3.9
- NML15253.8
- RVIRobinhood Ventures Fund I3.8
- IGRCBRE Clarion Global Real Estate3.7