# Asset Management — Industry Hub

> Quantitative analysis from TrendMatrix. Data for informational use only — not investment advice.

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.

- **Parent sector:** Financial Services
- **Stocks tracked:** 109 (primer N: 108)
- **Sentiment:** 8 bullish · 30 neutral · 71 bearish · avg score 5.59
- **Last updated:** 2026-04-25T16:28:11+00:00

## Ranked Stocks

| # | Symbol | Name | Verdict | Score | Price | Upside |
|---|---|---|---|---|---|---|
| 1 | [WT](https://trendmatrix.com/stocks/WT) | WisdomTree, Inc. | STRONG_BUY_WAIT | 6.7 | $16.68 | +16.9% |
| 2 | [SII](https://trendmatrix.com/stocks/SII) | Sprott Inc. | STRONG_BUY_WAIT | 6.4 | $129.06 | +16.5% |
| 3 | [BLK](https://trendmatrix.com/stocks/BLK) | BlackRock, Inc. | STRONG_BUY_WAIT | 6.2 | $1,060.50 | +9.5% |
| 4 | [FHI](https://trendmatrix.com/stocks/FHI) | Federated Hermes, Inc. | STRONG_BUY_WAIT | 6.2 | $57.66 | +5.8% |
| 5 | [TPG](https://trendmatrix.com/stocks/TPG) | TPG Inc. | STRONG_BUY_WAIT | 6.1 | $42.76 | +18.1% |
| 6 | [AMG](https://trendmatrix.com/stocks/AMG) | Affiliated Managers Group, Inc. | STRONG_BUY_WAIT | 5.8 | $290.97 | +13.3% |
| 7 | [APAM](https://trendmatrix.com/stocks/APAM) | Artisan Partners Asset Manageme | STRONG_BUY_WAIT | 5.3 | $37.12 | +6.6% |
| 8 | [ARES](https://trendmatrix.com/stocks/ARES) | Ares Management Corporation | STRONG_BUY_WAIT | 4.6 | $113.70 | +15.8% |
| 9 | [ETG](https://trendmatrix.com/stocks/ETG) | Eaton Vance Tax-Advantaged Glob | HOLD_IF_HOLDING | 7.0 | $22.49 | -1.9% |
| 10 | [AOD](https://trendmatrix.com/stocks/AOD) | Aberdeen Total Dynamic Dividend | HOLD_IF_HOLDING | 6.8 | $10.15 | -1.6% |
| 11 | [CET](https://trendmatrix.com/stocks/CET) | 11017 | HOLD_IF_HOLDING | 6.7 | $52.82 | -0.0% |
| 12 | [CLM](https://trendmatrix.com/stocks/CLM) | Cornerstone Strategic Value Fd | HOLD_IF_HOLDING | 6.7 | $7.61 | -1.6% |
| 13 | [CRF](https://trendmatrix.com/stocks/CRF) | 33138 | HOLD_IF_HOLDING | 6.6 | $7.28 | -1.6% |
| 14 | [JHG](https://trendmatrix.com/stocks/JHG) | Janus Henderson Group plc | HOLD_IF_HOLDING | 6.6 | $51.58 | +3.5% |
| 15 | [GAM](https://trendmatrix.com/stocks/GAM) | General American Investors, Inc | HOLD_IF_HOLDING | 6.5 | $65.01 | -0.2% |
| 16 | [VCTR](https://trendmatrix.com/stocks/VCTR) | Victory Capital Holdings, Inc.  | HOLD_IF_HOLDING | 6.5 | $77.04 | +12.4% |
| 17 | [GDV](https://trendmatrix.com/stocks/GDV) | Gabelli Dividend & Income Trust | HOLD_IF_HOLDING | 6.4 | $29.24 | -1.1% |
| 18 | [RVT](https://trendmatrix.com/stocks/RVT) | Royce Value Trust, Inc. | HOLD_IF_HOLDING | 6.4 | $18.38 | -0.7% |
| 19 | [BDJ](https://trendmatrix.com/stocks/BDJ) | Blackrock Enhanced Equity Divid | HOLD_IF_HOLDING | 6.3 | $9.27 | -1.9% |
| 20 | [ADX](https://trendmatrix.com/stocks/ADX) | Adams Diversified Equity Fund I | HOLD_IF_HOLDING | 6.2 | $23.89 | +0.5% |
| 21 | [AMP](https://trendmatrix.com/stocks/AMP) | Ameriprise Financial, Inc. | HOLD_IF_HOLDING | 6.2 | $479.88 | -0.5% |
| 22 | [CSQ](https://trendmatrix.com/stocks/CSQ) | Calamos Strategic Total Return  | HOLD_IF_HOLDING | 6.2 | $19.43 | -1.5% |
| 23 | [GCMG](https://trendmatrix.com/stocks/GCMG) | GCM Grosvenor Inc. | HOLD_IF_HOLDING | 6.2 | $10.89 | +13.4% |
| 24 | [AB](https://trendmatrix.com/stocks/AB) | AllianceBernstein Holding L.P. | HOLD_IF_HOLDING | 6.1 | $40.14 | -2.0% |
| 25 | [ASA](https://trendmatrix.com/stocks/ASA) | ASA  Gold and Precious Metals L | HOLD_IF_HOLDING | 6.1 | $63.65 | +10.5% |
| 26 | [RJF](https://trendmatrix.com/stocks/RJF) | Raymond James Financial, Inc. | HOLD_IF_HOLDING | 6.1 | $158.42 | +10.3% |
| 27 | [NFJ](https://trendmatrix.com/stocks/NFJ) | AllianzGI NFJ Dividend, Interes | HOLD_IF_HOLDING | 6.0 | $14.14 | -1.8% |
| 28 | [OTF](https://trendmatrix.com/stocks/OTF) | Blue Owl Technology Finance Cor | HOLD_IF_HOLDING | 6.0 | $11.09 | +15.6% |
| 29 | [NTRS](https://trendmatrix.com/stocks/NTRS) | Northern Trust Corporation | HOLD_IF_HOLDING | 5.9 | $166.49 | +2.0% |
| 30 | [PSEC](https://trendmatrix.com/stocks/PSEC) | Prospect Capital Corporation | HOLD_IF_HOLDING | 5.9 | $2.71 | +3.5% |
| 31 | [BTT](https://trendmatrix.com/stocks/BTT) | BlackRock Municipal 2030 Target | HOLD_IF_HOLDING | 5.8 | $22.94 | -0.8% |
| 32 | [EVT](https://trendmatrix.com/stocks/EVT) | Eaton Vance Tax Advantaged Divi | HOLD_IF_HOLDING | 5.8 | $26.03 | -1.4% |
| 33 | [HLNE](https://trendmatrix.com/stocks/HLNE) | Hamilton Lane Incorporated | HOLD_IF_HOLDING | 5.8 | $89.38 | +35.1% |
| 34 | [TY](https://trendmatrix.com/stocks/TY) | Tri Continental Corporation | HOLD_IF_HOLDING | 5.8 | $34.08 | -1.1% |
| 35 | [NAD](https://trendmatrix.com/stocks/NAD) | Nuveen Quality Municipal Income | HOLD_IF_HOLDING | 5.7 | $11.63 | +0.5% |
| 36 | [NEA](https://trendmatrix.com/stocks/NEA) | Nuveen AMT-Free Quality Municip | HOLD_IF_HOLDING | 5.7 | $11.35 | +0.4% |
| 37 | [KKR](https://trendmatrix.com/stocks/KKR) | KKR & Co. Inc. | HOLD_IF_HOLDING | 5.5 | $102.45 | +8.2% |
| 38 | [NZF](https://trendmatrix.com/stocks/NZF) | Nuveen Municipal Credit Income  | HOLD_IF_HOLDING | 5.5 | $12.59 | -1.5% |
| 39 | [BUR](https://trendmatrix.com/stocks/BUR) | Burford Capital Limited | SELL_IF_HOLDING | 6.2 | $4.78 | +62.7% |
| 40 | [SEIC](https://trendmatrix.com/stocks/SEIC) | SEI Investments Company | SELL_IF_HOLDING | 6.2 | $91.20 | -0.1% |
| 41 | [CG](https://trendmatrix.com/stocks/CG) | The Carlyle Group Inc. | SELL_IF_HOLDING | 6.1 | $49.15 | +13.7% |
| 42 | [GAB](https://trendmatrix.com/stocks/GAB) | Gabelli Equity Trust, Inc. (The | SELL_IF_HOLDING | 6.1 | $5.68 | +1.3% |
| 43 | [HTGC](https://trendmatrix.com/stocks/HTGC) | Hercules Capital, Inc. | SELL_IF_HOLDING | 6.1 | $15.82 | +6.5% |
| 44 | [ETV](https://trendmatrix.com/stocks/ETV) | Eaton Vance Corporation Eaton V | SELL_IF_HOLDING | 6.0 | $14.51 | -0.8% |
| 45 | [TRIN](https://trendmatrix.com/stocks/TRIN) | Trinity Capital Inc. | SELL_IF_HOLDING | 5.9 | $16.57 | -1.9% |
| 46 | [BST](https://trendmatrix.com/stocks/BST) | BlackRock Science and Technolog | SELL_IF_HOLDING | 5.8 | $41.99 | +0.2% |
| 47 | [BSTZ](https://trendmatrix.com/stocks/BSTZ) | BlackRock Science and Technolog | SELL_IF_HOLDING | 5.8 | $25.50 | +3.9% |
| 48 | [EOS](https://trendmatrix.com/stocks/EOS) | Eaton Vance Enhance Equity Inco | SELL_IF_HOLDING | 5.8 | $22.43 | -1.0% |
| 49 | [HQH](https://trendmatrix.com/stocks/HQH) | Tekla Healthcare Investors | SELL_IF_HOLDING | 5.8 | $19.82 | -1.1% |
| 50 | [BCAT](https://trendmatrix.com/stocks/BCAT) | BCAT | SELL_IF_HOLDING | 5.7 | $15.11 | -1.9% |

_Showing top 50 of 109 tracked. Full list at `/api/industries/asset-management/rollup`._

## Recent 8-K Events (last 30 days)

- **TROW** [Item 5.02] (2026-04-22): T. Rowe Price and Oak Hill Advisors (OHA) entered updated evergreen operating arrangement. Amended employment agreement with Glenn R. August (OHA CEO and Company Board member): annual base salary $350,000, eligible for annual bonus and equity incentives. Routine retention/compensation arrangement.
- **CRBG** [Item 5.02] (2026-04-17): Hirotaka Inoue elected as director effective April 21, 2026, as Nippon Life designee per Stockholder Agreement. No disagreement cited.
- **TPG** [Item 5.02] (2026-04-09): Admiral William H. McRaven appointed as independent director to the Board, effective May 1, 2026. Board increased from 13 to 14 members. Appointed to Compensation and Conflicts Committees. No arrangement with any other person.

## Cross-Company Themes

- **ARCC** — 1 companies (ARES)
- **Ares Capital Management** — 1 companies (ARCC)
- **GC Advisors** — 1 companies (GBDC)
- **Permanent Capital vehicles** — 1 companies (OWL)
- **asset management and advisory services** — 1 companies (HLNE)

## Related Industries

- [Banks - Regional](https://trendmatrix.com/industries/banks-regional) — 141 stocks
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- [Insurance - Property & Casualty](https://trendmatrix.com/industries/insurance-property-and-casualty) — 29 stocks
- [Credit Services](https://trendmatrix.com/industries/credit-services) — 28 stocks
- [Banks - Diversified](https://trendmatrix.com/industries/banks-diversified) — 19 stocks

## Canonical Links

- HTML: https://trendmatrix.com/industries/asset-management
- JSON: https://trendmatrix.com/api/industries/asset-management/rollup
- Markdown: https://trendmatrix.com/industries/asset-management.md