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 | 5.9 | Buy Now | $34.83 | +1.4% | ||
| 2 | BLK | 6.9 | Buy Wait | $1098.37 | +7.6% | ||
| 3 | PAX | 6.9 | Buy Wait | $11.00 | +23.5% | ||
| 4 | SII | 6.8 | Buy Wait | $106.67 | +23.5% | ||
| 5 | VCTR | 6.8 | Buy Wait | $98.48 | -14.9% | ||
| 6 | AMG | 6.4 | Buy Wait | $365.46 | -1.9% | ||
| 7 | WT | 6.4 | Buy Wait | $18.90 | -4.9% | ||
| 8 | BEN | 6.3 | Buy Wait | $33.17 | -9.6% | ||
| 9 | HTGC | 6.3 | Buy Wait | $16.14 | +5.7% | ||
| 10 | APAM | 6.0 | Buy Wait | $39.66 | -20.7% | ||
| 11 | ARES | 5.9 | Buy Wait | $124.12 | +2.5% | ||
| 12 | OWL | 5.8 | Buy Wait | $10.19 | +7.1% | ||
| 13 | KKR | 5.2 | Buy Wait | $101.29 | +10.1% | ||
| HOLD / WATCH | |||||||
| 14 | BX | 7.1 | Hold | $128.65 | -0.2% | ||
| 15 | OTF | 7.1 | Hold | $9.87 | +19.5% | ||
| 16 | PML | 7.1 | Hold | $7.29 | +2.7% | ||
| 17 | RJF | 7.1 | Hold | $174.97 | -7.6% | ||
| 18 | WIW | 7.0 | Hold | $8.28 | -1.2% | ||
| 19 | ETO | 6.9 | Hold | $30.89 | -1.6% | ||
| 20 | GAB | 6.8 | Hold | $5.65 | -0.2% | ||
| 21 | AOD | 6.7 | Hold | $10.41 | -0.7% | ||
| 22 | CET | 6.7 | Hold | $52.40 | -0.4% | ||
| 23 | CRF | 6.7 | Hold | $7.04 | -0.1% | ||
| 24 | HLNE | 6.7 | Hold | $88.95 | +24.1% | ||
| 25 | TWN | 6.7 | Hold | $80.40 | +20.7% | ||
| 26 | BHK | 6.6 | Hold | $8.97 | +0.3% | ||
| 27 | GGN | 6.6 | Hold | $4.93 | -1.6% | ||
| 28 | GLAD | 6.6 | Hold | $18.90 | -0.8% | ||
| 29 | NTRS | 6.6 | Hold | $182.70 | -12.4% | ||
| 30 | RVT | 6.6 | Hold | $18.00 | +1.4% | ||
| 31 | CLM | 6.5 | Hold | $7.32 | +0.8% | ||
| 32 | GDV | 6.5 | Hold | $29.74 | -0.8% | ||
| 33 | HTD | 6.5 | Hold | $25.83 | 0.0% | ||
| 34 | NOAH | 6.5 | Hold | $8.49 | +23.4% | ||
| 35 | AMP | 6.4 | Hold | $544.46 | -7.6% | ||
| 36 | CII | 6.4 | Hold | $23.92 | +5.9% | ||
| 37 | ETW | 6.4 | Hold | $9.46 | +0.1% | ||
| 38 | GAM | 6.4 | Hold | $64.73 | -1.6% | ||
| 39 | NUV | 6.4 | Hold | $9.12 | -0.8% | ||
| 40 | BME | 6.3 | Hold | $43.53 | -0.2% | ||
| 41 | EMD | 6.3 | Hold | $10.51 | +0.2% | ||
| 42 | FFA | 6.3 | Hold | $22.56 | -0.7% | ||
| 43 | HQL | 6.3 | Hold | $19.44 | +7.5% | ||
| 44 | NEA | 6.3 | Hold | $11.26 | +1.9% | ||
| 45 | ASA | 6.2 | Hold | $50.82 | +8.3% | ||
| 46 | DNP | 6.2 | Hold | $10.94 | 0.0% | ||
| 47 | FHI | 6.2 | Hold | $59.47 | -16.0% | ||
| 48 | PDT | 6.2 | Hold | $12.93 | -1.3% | ||
| 49 | RPC | 6.2 | Hold | $8.55 | +34.2% | ||
| 50 | BOE | 6.1 | Hold | $12.14 | -1.0% | ||
Show all 239 stocks ▾
- NFJAllianzGI NFJ Dividend, Interes6.1
- TRINTrinity Capital Inc.6.1
- AAMIAcadian Asset Management Inc.6.0
- BAMBrookfield Asset Management Inc6.0
- BDJBlackrock Enhanced Equity Divid6.0
- ECCEagle Point Credit Company Inc.6.0
- FDUSFidus Investment Corporation6.0
- FINSFINS6.0
- KYNKayne Anderson MLP/Midstream In6.0
- SEICSEI Investments Company6.0
- VMOInvesco Municipal Opportunity T6.0
- BTTBlackRock Municipal 2030 Target5.9
- MYIBlackrock MuniYield Quality Fun5.9
- TROWT. Rowe Price Group, Inc.5.9
- VKQInvesco Municipal Trust5.9
- ADXAdams Diversified Equity Fund I5.8
- ETBEaton Vance Tax-Managed Buy-Wri5.8
- ETGEaton Vance Tax-Advantaged Glob5.8
- NMCONMCO5.8
- NPFDNPFD5.8
- NRKNuveen New York AMT-Free Qualit5.8
- PSECProspect Capital Corporation5.8
- VKI92685.8
- ETYEaton Vance Tax-Managed Diversi5.7
- IIMInvesco Value Municipal Income 5.7
- NKXNuveen California AMT-Free Qual5.7
- PSPershing Square Inc.5.7
- BGYBlackrock Enhanced Internationa5.6
- IGDVoya Global Equity Dividend and5.6
- JPCNuveen Preferred & Income Oppor5.6
- VGMInvesco Trust for Investment Gr5.6
- EOSEaton Vance Enhance Equity Inco5.5
- HQHTekla Healthcare Investors5.5
- CSQCalamos Strategic Total Return 5.2
- SDHYSDHY5.1
- LEODreyfus Strategic Municipals, I4.5
- VINPVinci Compass Investments Ltd.6.9
- ALTIAlTi Global, Inc.6.7
- ASSTStrive, Inc.6.4
- CGBDCarlyle Secured Lending, Inc.6.4
- BURBurford Capital Limited6.2
- GCMGGCM Grosvenor Inc.6.2
- IVZInvesco Ltd6.1
- PFLTPennantPark Floating Rate Capit6.1
- STEPStepStone Group Inc.6.1
- TSLXSixth Street Specialty Lending,6.1
- ARCCAres Capital Corporation6.0
- ABAllianceBernstein Holding L.P.5.9
- CCAPCrescent Capital BDC, Inc.5.9
- NCDLNCDL5.9
- OXLCOxford Lane Capital Corp.5.9
- RMTRoyce Micro-Cap Trust, Inc.5.9
- BXSLBlackstone Secured Lending Fund5.8
- DPGDuff & Phelps Global Utility In5.8
- BCXBlackRock Resources of Benefic5.7
- BUIBlackRock Utility, Infrastructu5.7
- CNSCohen & Steers Inc5.7
- CSWCCapital Southwest Corporation5.7
- DBRGDigitalBridge Group, Inc.5.7
- EXGEaton Vance Tax-Managed Global 5.7
- GBDCGolub Capital BDC, Inc.5.7
- GHYPGIM Global Short Duration High5.7
- BCATBCAT5.6
- ETVEaton Vance Corporation Eaton V5.6
- FPFFirst Trust Intermediate Durati5.6
- IQIInvesco Quality Municipal Incom5.6
- NMFCNew Mountain Finance Corporatio5.6
- TBLDThornburg Income Builder Opport5.6
- ASGIabrdn Global Infrastructure Inc5.5
- BBDCBarings BDC, Inc.5.5
- BMEZBlackRock Health Sciences Trust5.5
- BNBrookfield Corporation5.5
- CGThe Carlyle Group Inc.5.5
- FSCOFSCO5.5
- HYTBlackrock Corporate High Yield 5.5
- KBDCKayne Anderson BDC, Inc.5.5
- MEGIMEGI5.5
- MHDBlackrock MuniHoldings Fund, In5.5
- PDOPDO5.5
- PFGPrincipal Financial Group Inc5.5
- PTA2409055.5
- RABrookfield Real Assets Income F5.5
- UTFCohen & Steers Infrastructure F5.5
- UTG532705.5
- BITBlackRock Multi-Sector Income T5.4
- BSTZBlackRock Science and Technolog5.4
- CCDCalamos Dynamic Convertible & I5.4
- CHICalamos Convertible Opportuniti5.4
- CHYCalamos Convertible and High In5.4
- EOIEaton Vance Enhance Equity Inco5.4
- FSKFS KKR Capital Corp.5.4
- FTHYFTHY5.4
- GOFGuggenheim Strategic Opportunit5.4
- GSBDGoldman Sachs BDC, Inc.5.4
- GUTGabelli Utility Trust (The)5.4
- HPIJohn Hancock Preferred Income F5.4
- JFRNuveen Floating Rate Income Fun5.4
- JQCNuveen Credit Strategies Income5.4
- KIOKKR Income Opportunities Fund5.4
- MSDLMSDL5.4
- MUABlackrock MuniAssets Fund, Inc5.4
- MUJBlackrock MuniHoldings New Jers5.4
- NBXGNBXG5.4
- NIEAllianzGI Equity & Convertible 5.4
- NXPNuveen Select Tax Free Income P5.4
- OBDCBlue Owl Capital Corporation5.4
- OCSLOaktree Specialty Lending Corpo5.4
- QQQXNuveen NASDAQ 100 Dynamic Overw5.4
- USALiberty All-Star Equity Fund5.4
- AIOAllianzGI Artificial Intelligen5.3
- AVKAdvent Claymore Convertible Sec5.3
- BBNBlackRock Taxable Municipal Bon5.3
- BSTBlackRock Science and Technolog5.3
- DFPFlaherty & Crumrine Dynamic Pre5.3
- ECATECAT5.3
- HPSJohn Hancock Preferred Income F5.3
- MQYBlackrock MuniYield Quality Fun5.3
- NADNuveen Quality Municipal Income5.3
- NMAINMAI5.3
- NMZNuveen Municipal High Income Op5.3
- PDIPIMCO Dynamic Income Fund5.3
- STEWSTEW5.3
- STKColumbia Seligman Premium Techn5.3
- TPGTPG Inc.5.3
- VRTSVirtus Investment Partners, Inc5.3
- WDIWDI5.3
- ACPAberdeen Income Credit Strategi5.2
- AWFAlliancebernstein Global High I5.2
- CHWCalamos Global Dynamic Income F5.2
- ETJEaton Vance Risk-Managed Divers5.2
- EVNEaton Vance Municipal Income Tr5.2
- FFCFlaherty & Crumrine Preferred S5.2
- GUGGUG5.2
- LDPCohen & Steers Limited Duration5.2
- NBBNuveen Taxable Municipal Income5.2
- NVGNuveen AMT-Free Municipal Credi5.2
- PAXSPIMCO Access Income Fund5.2
- PHKPimco High Income Fund Pimco Hi5.2
- THWTekla World Healthcare Fund Sha5.2
- BGBBlackstone / GSO Strategic Cred5.1
- DXYZDestiny Tech100 Inc.5.1
- EIM1004015.1
- MAINMain Street Capital Corporation5.1
- PCNPimco Corporate & Income Strate5.1
- PTYPimco Corporate & Income Opport5.1
- VCVInvesco California Value Munici5.1
- DSUBlackrock Debt Strategies Fund,5.0
- EVV3161005.0
- FAX5923145.0
- ISDPGIM Short Duration High Yield 5.0
- MAASMaase Inc.5.0
- NZFNuveen Municipal Credit Income 5.0
- SLRCSLR Investment Corp.5.0
- STTState Street Corporation5.0
- EVTEaton Vance Tax Advantaged Divi4.9
- GAINGladstone Investment Corporatio4.9
- HFROHighland Floating Rate Opportun4.9
- MUCBlackrock MuniHoldings Californ4.9
- NACNuveen California Quality Munic4.9
- NDMONDMO4.9
- PEOAdams Natural Resources Fund, I4.9
- PFNPIMCO Income Strategy Fund II4.9
- APOApollo Global Management, Inc. 4.8
- DLYDoubleLine Yield Opportunities 4.8
- PDX1706044.8
- THQTekla Healthcare Opportunies Fu4.8
- TYGTortoise Energy Infrastructure 4.8
- BLWBlackrock Limited Duration Inco4.7
- BTXBlackRock Technology and Privat4.7
- CRBGCorebridge Financial Inc.4.6
- HASIHA Sustainable Infrastructure C4.6
- MFICMidCap Financial Investment Cor4.6
- PWRLPowerlaw Corp.4.6
- BOTRoboStrategy, Inc.4.5
- RNPCohen & Steers Reit and Preferr4.5
- VVRInvesco Senior Income Trust (D4.5
- BTOJohn Hancock Financial Opportun4.4
- BTZBlackRock Credit Allocation Inc4.4
- DSLDoubleLine Income Solutions Fun4.4
- EQHEquitable Holdings, Inc.4.4
- OIOOIO Group4.4
- OXLCOOxford Lane Capital Corp. - Pre4.4
- RVIRobinhood Ventures Fund I4.4
- EMOClearBridge Energy Midstream Op4.3
- MMUWestern Asset Managed Municipal4.3
- RQICohen & Steers Quality Income R4.2
- IFNIndia Fund, Inc. (The)4.0
- IGRCBRE Clarion Global Real Estate3.8
- NML15253.7