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 | FFA | 6.9 | Buy Now | $23.33 | +15.0% | ||
| 2 | HLNE | 7.0 | Buy Wait | $103.20 | +12.6% | ||
| 3 | AOD | 6.8 | Buy Wait | $10.71 | +16.3% | ||
| 4 | BAM | 6.6 | Buy Wait | $50.60 | +1.7% | ||
| 5 | WT | 6.6 | Buy Wait | $24.89 | -15.5% | ||
| 6 | BX | 6.5 | Buy Wait | $136.15 | -4.8% | ||
| 7 | FHI | 6.5 | Buy Wait | $62.40 | -14.8% | ||
| 8 | GAM | 6.5 | Buy Wait | $66.48 | +15.2% | ||
| 9 | RJF | 6.5 | Buy Wait | $178.29 | -9.2% | ||
| 10 | GCMG | 6.3 | Buy Wait | $13.27 | -0.7% | ||
| 11 | NOAH | 6.2 | Buy Wait | $8.43 | +9.2% | ||
| 12 | TROW | 6.1 | Buy Wait | $110.61 | -13.0% | ||
| 13 | AMP | 6.0 | Buy Wait | $560.56 | -10.1% | ||
| 14 | APAM | 5.8 | Buy Wait | $41.57 | -19.7% | ||
| 15 | ETG | 5.8 | Buy Wait | $24.08 | +15.3% | ||
| 16 | TY | 5.8 | Buy Wait | $35.59 | +15.9% | ||
| 17 | SEIC | 5.6 | Buy Wait | $110.39 | -8.7% | ||
| HOLD / WATCH | |||||||
| 18 | TWN | 7.2 | Hold | $103.47 | +3.1% | ||
| 19 | CII | 7.1 | Hold | $24.51 | +15.0% | ||
| 20 | ADX | 7.0 | Hold | $26.13 | +15.0% | ||
| 21 | GGN | 7.0 | Hold | $5.63 | +14.9% | ||
| 22 | BHK | 6.9 | Hold | $8.94 | +15.0% | ||
| 23 | GAB | 6.9 | Hold | $5.67 | +15.0% | ||
| 24 | PML | 6.9 | Hold | $7.24 | +15.1% | ||
| 25 | VINP | 6.9 | Hold | $9.51 | +32.0% | ||
| 26 | AMG | 6.7 | Hold | $370.22 | +2.8% | ||
| 27 | ETO | 6.7 | Hold | $31.55 | +15.0% | ||
| 28 | GLAD | 6.7 | Hold | $20.15 | -7.0% | ||
| 29 | GDV | 6.5 | Hold | $29.98 | +15.0% | ||
| 30 | HTGC | 6.5 | Hold | $17.63 | -3.8% | ||
| 31 | PAX | 6.5 | Hold | $11.17 | +21.6% | ||
| 32 | RMT | 6.5 | Hold | $13.93 | +3.2% | ||
| 33 | RVT | 6.5 | Hold | $18.47 | +15.0% | ||
| 34 | SII | 6.5 | Hold | $129.50 | +5.0% | ||
| 35 | VCTR | 6.5 | Hold | $113.73 | -15.6% | ||
| 36 | DNP | 6.4 | Hold | $10.78 | +15.0% | ||
| 37 | PDT | 6.4 | Hold | $12.70 | +1.8% | ||
| 38 | RPC | 6.4 | Hold | $8.50 | +27.5% | ||
| 39 | AB | 6.3 | Hold | $37.35 | -8.5% | ||
| 40 | BLK | 6.3 | Hold | $1122.29 | +5.9% | ||
| 41 | ETW | 6.3 | Hold | $9.85 | +15.0% | ||
| 42 | FFC | 6.3 | Hold | $15.78 | +15.0% | ||
| 43 | HTD | 6.3 | Hold | $25.16 | +15.0% | ||
| 44 | KYN | 6.3 | Hold | $14.81 | +15.0% | ||
| 45 | NTRS | 6.3 | Hold | $186.63 | -14.1% | ||
| 46 | HQL | 6.2 | Hold | $20.64 | +4.7% | ||
| 47 | NFJ | 6.2 | Hold | $15.68 | +15.0% | ||
| 48 | NUV | 6.2 | Hold | $8.87 | +15.0% | ||
| 49 | OTF | 6.2 | Hold | $11.44 | +4.1% | ||
| 50 | AAMI | 6.1 | Hold | $93.58 | -22.2% | ||
Show all 236 stocks ▾
- APOApollo Global Management, Inc. 6.1
- AVKAVK6.1
- IGDVoya Global Equity Dividend and6.1
- UTFUTF6.1
- BENFranklin Templeton, Inc.6.0
- BOEBOE6.0
- CHWCHW6.0
- PEOAdams Natural Resources Fund, I6.0
- CETCET5.9
- FINSFINS5.9
- GUTGUT5.9
- NEANEA5.9
- NPFDNPFD5.9
- STEWSTEW5.9
- BMEBME5.8
- BTTBlackRock Municipal 2030 Target5.8
- CHICalamos Convertible Opportuniti5.8
- CHYCalamos Convertible and High In5.8
- CNSCohen & Steers Inc5.8
- ETBEaton Vance Tax-Managed Buy-Wri5.8
- NXPNXP5.8
- ARCCAres Capital Corporation5.7
- BXSLBlackstone Secured Lending Fund5.7
- ETYETY5.7
- VKQVKQ5.7
- ASAASA5.6
- BBDCBarings BDC, Inc.5.6
- BTOBTO5.6
- IQIIQI5.6
- JPCNuveen Preferred & Income Oppor5.6
- NMCONMCO5.6
- OCSLOaktree Specialty Lending Corpo5.6
- PSECProspect Capital Corporation5.6
- WIWWIW5.6
- CSQCalamos Strategic Total Return 5.5
- ECCECC5.5
- EMDEMD5.5
- HPIHPI5.5
- NKXNuveen California AMT-Free Qual5.5
- NRKNuveen New York AMT-Free Qualit5.5
- TSLXSixth Street Specialty Lending,5.5
- UTG532705.5
- GSBDGoldman Sachs BDC, Inc.5.4
- HQHHQH5.4
- IGRCBRE Clarion Global Real Estate5.4
- IIMInvesco Value Municipal Income 5.4
- MSDLMSDL5.4
- MUJMUJ5.4
- NACNAC5.4
- VGMInvesco Trust for Investment Gr5.4
- VMOVMO5.4
- FDUSFidus Investment Corporation5.3
- JFRJFR5.3
- JQCJQC5.3
- USAUSA5.3
- ACPAberdeen Income Credit Strategi5.2
- BDJBlackrock Enhanced Equity Divid5.2
- BGRBlackRock Energy and Resources 5.2
- HPSJohn Hancock Preferred Income F5.2
- MUAMUA5.2
- MYIMYI5.2
- NMZNuveen Municipal High Income Op5.2
- CLMCornerstone Strategic Value Fd5.1
- EVNEaton Vance Municipal Income Tr5.1
- HYTBlackrock Corporate High Yield 5.1
- PCNPCN5.1
- PTYPimco Corporate & Income Opport5.1
- AWFAlliancebernstein Global High I5.0
- BGYBlackrock Enhanced Internationa5.0
- MHDMHD5.0
- NADNuveen Quality Municipal Income5.0
- PHKPHK5.0
- VCVInvesco California Value Munici5.0
- BTZBTZ4.9
- EVTEaton Vance Tax Advantaged Divi4.9
- NVGNuveen AMT-Free Municipal Credi4.9
- NZFNuveen Municipal Credit Income 4.9
- PFNPIMCO Income Strategy Fund II4.9
- BLWBlackrock Limited Duration Inco4.8
- DSUBlackrock Debt Strategies Fund,4.8
- MQYBlackrock MuniYield Quality Fun4.8
- FAX5923144.7
- OWLBlue Owl Capital Inc.4.6
- RQIRQI4.6
- EIM1004014.5
- TPGTPG Inc.6.3
- TRINTrinity Capital Inc.6.3
- ALTIAlTi Global, Inc.6.2
- GAINGladstone Investment Corporatio6.2
- CRBGCorebridge Financial Inc.6.1
- NCDLNCDL6.1
- PFLTPennantPark Floating Rate Capit6.1
- KBDCKayne Anderson BDC, Inc.6.0
- KKRKKR & Co. Inc.6.0
- BUIBUI5.9
- DPGDuff & Phelps Global Utility In5.8
- EOSEaton Vance Enhance Equity Inco5.8
- MEGIMEGI5.8
- BMEZBlackRock Health Sciences Trust5.7
- CGBDCarlyle Secured Lending, Inc.5.7
- EXGEXG5.7
- NML15255.7
- ASSTStrive, Inc.5.6
- CCDCalamos Dynamic Convertible & I5.6
- DBRGDigitalBridge Group, Inc.5.6
- EMOEMO5.6
- HASIHA Sustainable Infrastructure C5.6
- IVZInvesco Ltd5.6
- OBDCBlue Owl Capital Corporation5.6
- OXLCOxford Lane Capital Corp.5.6
- PDIPIMCO Dynamic Income Fund5.6
- PDOPDO5.6
- PFGPrincipal Financial Group Inc5.6
- QQQXNuveen NASDAQ 100 Dynamic Overw5.6
- STKSTK5.6
- TBLDThornburg Income Builder Opport5.6
- TYGTYG5.6
- BCXBlackRock Resources of Benefic5.5
- CSWCCapital Southwest Corporation5.5
- GUGGUG5.5
- NBXGNBXG5.5
- NIEAllianzGI Equity & Convertible 5.5
- NXG7330855.5
- THWTekla World Healthcare Fund Sha5.5
- BSTBST5.4
- FPFFirst Trust Intermediate Durati5.4
- FSCOFSCO5.4
- FSKFS KKR Capital Corp.5.4
- PAXSPIMCO Access Income Fund5.4
- PTA2409055.4
- ASGIabrdn Global Infrastructure Inc5.3
- BBNBlackRock Taxable Municipal Bon5.3
- BITBlackRock Multi-Sector Income T5.3
- BSTZBlackRock Science and Technolog5.3
- DFPFlaherty & Crumrine Dynamic Pre5.3
- GHYPGIM Global Short Duration High5.3
- KIOKKR Income Opportunities Fund5.3
- LDPLDP5.3
- MAINMain Street Capital Corporation5.3
- NMFCNew Mountain Finance Corporatio5.3
- RABrookfield Real Assets Income F5.3
- STEPStepStone Group Inc.5.3
- AIOAllianzGI Artificial Intelligen5.2
- BNBrookfield Corporation5.2
- BURBurford Capital Limited5.2
- ECATECAT5.2
- ETVEaton Vance Corporation Eaton V5.2
- GBDCGolub Capital BDC, Inc.5.2
- ISDPGIM Short Duration High Yield 5.2
- NBBNBB5.2
- NMAINMAI5.2
- BCATBCAT5.1
- DXYZDestiny Tech100 Inc.5.1
- GOFGOF5.1
- MAASMaase Inc.5.1
- BGBBGB5.0
- EOIEaton Vance Enhance Equity Inco5.0
- VRTSVirtus Investment Partners, Inc5.0
- WDIWDI5.0
- CRFCRF4.9
- EVVEVV4.9
- FTHYFTHY4.9
- NDMONDMO4.9
- PDX1706044.9
- PSPershing Square Inc.4.9
- STTState Street Corporation4.9
- RNPCohen & Steers Reit and Preferr4.8
- ARESAres Management Corporation4.7
- BTXBlackRock Technology and Privat4.7
- MFICMidCap Financial Investment Cor4.7
- MMUWestern Asset Managed Municipal4.7
- PWRLPowerlaw Corp.4.7
- SLRCSLR Investment Corp.4.7
- DLYDoubleLine Yield Opportunities 4.6
- MUCBlackrock MuniHoldings Californ4.6
- THQTekla Healthcare Opportunies Fu4.6
- VVRInvesco Senior Income Trust (D4.5
- BOTRoboStrategy, Inc.4.4
- ETJEaton Vance Risk-Managed Divers4.4
- RVIRobinhood Ventures Fund I4.4
- TIPTTiptree Inc.4.4
- DSLDoubleLine Income Solutions Fun4.3
- OXLCOOxford Lane Capital Corp. - Pre4.3
- CGThe Carlyle Group Inc.4.2
- EQHEquitable Holdings, Inc.4.2
- IFNIndia Fund, Inc. (The)3.8