Asset Management
Financial Services109 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 | 6.6 | Buy Wait | $126.75 | +14.7% | ||
| 2 | VCTR | 6.5 | Buy Wait | $87.29 | +7.3% | ||
| 3 | AMP | 6.3 | Buy Wait | $463.91 | +7.3% | ||
| 4 | AAMI | 6.2 | Buy Wait | $80.92 | +18.6% | ||
| 5 | APAM | 5.4 | Buy Wait | $36.54 | +7.4% | ||
| HOLD / WATCH | |||||||
| 6 | ETG | 6.9 | Hold | $23.23 | -1.4% | ||
| 7 | AOD | 6.6 | Hold | $10.52 | -0.4% | ||
| 8 | OTF | 6.6 | Hold | $10.81 | +9.0% | ||
| 9 | RVT | 6.5 | Hold | $18.15 | -0.1% | ||
| 10 | BLK | 6.4 | Hold | $1048.76 | +6.9% | ||
| 11 | CLM | 6.4 | Hold | $7.48 | +0.1% | ||
| 12 | GDV | 6.4 | Hold | $29.34 | -1.3% | ||
| 13 | BDJ | 6.3 | Hold | $9.39 | -1.7% | ||
| 14 | CET | 6.3 | Hold | $53.11 | +0.8% | ||
| 15 | CRF | 6.3 | Hold | $7.11 | -0.3% | ||
| 16 | GAM | 6.3 | Hold | $64.22 | -0.8% | ||
| 17 | AMG | 6.2 | Hold | $356.01 | +0.1% | ||
| 18 | CSQ | 6.2 | Hold | $20.41 | -0.6% | ||
| 19 | NFJ | 6.2 | Hold | $15.11 | -1.2% | ||
| 20 | NTRS | 6.2 | Hold | $173.59 | -0.6% | ||
| 21 | HLNE | 6.1 | Hold | $82.83 | +42.9% | ||
| 22 | HTGC | 6.1 | Hold | $15.51 | +8.6% | ||
| 23 | ADX | 6.0 | Hold | $25.42 | -0.9% | ||
| 24 | GCMG | 6.0 | Hold | $11.39 | +6.2% | ||
| 25 | TRIN | 6.0 | Hold | $16.93 | -0.7% | ||
| 26 | FHI | 5.9 | Hold | $58.65 | -1.5% | ||
| 27 | BUR | 5.8 | Hold | $4.42 | +70.8% | ||
| 28 | RJF | 5.8 | Hold | $155.55 | -1.1% | ||
| 29 | ASA | 5.7 | Hold | $60.23 | +8.7% | ||
| 30 | BTT | 5.7 | Hold | $22.66 | -0.7% | ||
| 31 | NEA | 5.7 | Hold | $11.52 | -1.5% | ||
| 32 | BEN | 5.6 | Hold | $32.62 | -1.1% | ||
| 33 | NAD | 5.6 | Hold | $11.94 | -1.8% | ||
| 34 | TY | 5.6 | Hold | $35.90 | -1.6% | ||
| 35 | HQH | 5.5 | Hold | $19.50 | +0.5% | ||
| 36 | PSEC | 5.5 | Hold | $2.34 | +5.6% | ||
| 37 | TYG | 4.4 | Hold | $42.71 | +6.6% | ||
| SELL | |||||||
| 38 | PAX | 6.3 | Sell | $11.71 | +15.8% | ||
| 39 | WT | 6.3 | Sell | $18.14 | +7.2% | ||
| 40 | AB | 6.1 | Sell | $36.23 | +5.0% | ||
| 41 | GAB | 6.1 | Sell | $5.57 | -1.7% | ||
| 42 | SEIC | 6.1 | Sell | $90.13 | +1.2% | ||
| 43 | NUV | 5.8 | Sell | $9.09 | -1.4% | ||
| 44 | STEP | 5.8 | Sell | $47.12 | +34.2% | ||
| 45 | ETV | 5.7 | Sell | $14.91 | -1.4% | ||
| 46 | ARES | 5.6 | Sell | $137.87 | +0.8% | ||
| 47 | BAM | 5.6 | Sell | $48.44 | +5.6% | ||
| 48 | CSWC | 5.6 | Sell | $23.30 | -0.7% | ||
| 49 | EOS | 5.6 | Sell | $22.21 | +1.2% | ||
| 50 | IVZ | 5.6 | Sell | $29.34 | -0.6% | ||
Show all 109 stocks ▾
- JHGJanus Henderson Group plc5.6
- ARCCAres Capital Corporation5.5
- BCATBCAT5.5
- DBRGDigitalBridge Group, Inc.5.5
- EVTEaton Vance Tax Advantaged Divi5.5
- MSDLMSDL5.5
- NBXGNBXG5.5
- QQQXNuveen NASDAQ 100 Dynamic Overw5.5
- TROWT. Rowe Price Group, Inc.5.5
- TSLXSixth Street Specialty Lending,5.5
- BXBlackstone Inc.5.4
- ECATECAT5.4
- EXGEaton Vance Tax-Managed Global 5.4
- FPFFirst Trust Intermediate Durati5.4
- GBDCGolub Capital BDC, Inc.5.4
- GOFGuggenheim Strategic Opportunit5.4
- JPCNuveen Preferred & Income Oppor5.4
- NZFNuveen Municipal Credit Income 5.4
- OWLBlue Owl Capital Inc.5.4
- BSTBlackRock Science and Technolog5.3
- BSTZBlackRock Science and Technolog5.3
- GSBDGoldman Sachs BDC, Inc.5.3
- OBDCBlue Owl Capital Corporation5.3
- PDOPDO5.3
- BNBrookfield Corporation5.2
- BXSLBlackstone Secured Lending Fund5.2
- ETYEaton Vance Tax-Managed Diversi5.2
- FSKFS KKR Capital Corp.5.2
- HYTBlackrock Corporate High Yield 5.2
- PDIPIMCO Dynamic Income Fund5.2
- UTFCohen & Steers Infrastructure F5.2
- CGThe Carlyle Group Inc.5.1
- EVV3161005.1
- JFRNuveen Floating Rate Income Fun5.1
- PTA2409055.1
- DNPDNP Select Income Fund, Inc.5.0
- KYNKayne Anderson MLP/Midstream In5.0
- TPGTPG Inc.5.0
- CNSCohen & Steers Inc4.9
- MAINMain Street Capital Corporation4.9
- NMZNuveen Municipal High Income Op4.9
- PTYPimco Corporate & Income Opport4.9
- STEWSTEW4.9
- PFGPrincipal Financial Group Inc4.8
- CRBGCorebridge Financial Inc.4.7
- EMOClearBridge Energy Midstream Op4.7
- STTState Street Corporation4.7
- KKRKKR & Co. Inc.4.6
- MAASMaase Inc.4.6
- USALiberty All-Star Equity Fund4.6
- UTG532704.6
- DSLDoubleLine Income Solutions Fun4.5
- EQHEquitable Holdings, Inc.4.5
- MUCBlackrock MuniHoldings Californ4.5
- NVGNuveen AMT-Free Municipal Credi4.5
- NACNuveen California Quality Munic4.4
- HASIHA Sustainable Infrastructure C4.2
- RQICohen & Steers Quality Income R4.1
- APOApollo Global Management, Inc. 4.0