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 | GAB | 7.2 | Buy Wait | $5.58 | +3.3% | ||
| 2 | AOD | 7.0 | Buy Wait | $10.52 | +15.5% | ||
| 3 | UTF | 7.0 | Buy Wait | $25.93 | +4.1% | ||
| 4 | HLNE | 6.9 | Buy Wait | $95.98 | +20.9% | ||
| 5 | FFA | 6.8 | Buy Wait | $23.01 | +15.2% | ||
| 6 | BX | 6.6 | Buy Wait | $128.51 | +1.1% | ||
| 7 | FHI | 6.6 | Buy Wait | $59.57 | -10.9% | ||
| 8 | BAM | 6.5 | Buy Wait | $47.26 | +8.9% | ||
| 9 | TY | 6.5 | Buy Wait | $34.92 | +2.2% | ||
| 10 | GCMG | 6.4 | Buy Wait | $12.84 | +2.6% | ||
| 11 | WT | 6.4 | Buy Wait | $23.93 | -11.6% | ||
| 12 | GAM | 6.3 | Buy Wait | $65.73 | +7.6% | ||
| 13 | RJF | 6.3 | Buy Wait | $173.46 | -6.7% | ||
| 14 | NOAH | 6.2 | Buy Wait | $8.14 | +13.1% | ||
| 15 | TROW | 6.2 | Buy Wait | $106.29 | -10.5% | ||
| 16 | APAM | 6.1 | Buy Wait | $37.91 | -11.4% | ||
| 17 | CNS | 6.1 | Buy Wait | $74.95 | -13.4% | ||
| 18 | AMP | 5.8 | Buy Wait | $557.61 | -9.6% | ||
| 19 | ETG | 5.8 | Buy Wait | $23.39 | +4.2% | ||
| 20 | SEIC | 5.6 | Buy Wait | $106.93 | -5.7% | ||
| HOLD / WATCH | |||||||
| 21 | CII | 7.1 | Hold | $24.18 | +15.0% | ||
| 22 | GGN | 7.1 | Hold | $5.56 | +14.9% | ||
| 23 | PML | 7.0 | Hold | $7.01 | +3.7% | ||
| 24 | TWN | 7.0 | Hold | $103.15 | +3.4% | ||
| 25 | ADX | 6.8 | Hold | $25.80 | +15.0% | ||
| 26 | ETO | 6.8 | Hold | $30.93 | +2.5% | ||
| 27 | VINP | 6.7 | Hold | $9.44 | +32.9% | ||
| 28 | BHK | 6.6 | Hold | $8.75 | +2.3% | ||
| 29 | PAX | 6.6 | Hold | $10.76 | +20.5% | ||
| 30 | SII | 6.6 | Hold | $133.05 | +2.2% | ||
| 31 | VCTR | 6.6 | Hold | $110.30 | -13.0% | ||
| 32 | ETW | 6.5 | Hold | $9.65 | +15.0% | ||
| 33 | GDV | 6.5 | Hold | $29.55 | +2.2% | ||
| 34 | GLAD | 6.5 | Hold | $19.48 | -4.0% | ||
| 35 | HTGC | 6.5 | Hold | $17.36 | -2.8% | ||
| 36 | RVT | 6.5 | Hold | $17.78 | +3.4% | ||
| 37 | AB | 6.4 | Hold | $36.09 | -5.3% | ||
| 38 | AMG | 6.4 | Hold | $355.61 | +7.1% | ||
| 39 | DNP | 6.4 | Hold | $10.57 | +2.0% | ||
| 40 | HQL | 6.4 | Hold | $19.76 | +9.3% | ||
| 41 | PDT | 6.4 | Hold | $12.13 | +3.8% | ||
| 42 | RMT | 6.4 | Hold | $13.44 | +5.1% | ||
| 43 | RQI | 6.4 | Hold | $11.81 | +3.6% | ||
| 44 | AVK | 6.3 | Hold | $12.23 | +4.1% | ||
| 45 | BLK | 6.3 | Hold | $1079.65 | +10.3% | ||
| 46 | HTD | 6.3 | Hold | $24.74 | +1.5% | ||
| 47 | RPC | 6.3 | Hold | $8.11 | +33.6% | ||
| 48 | AAMI | 6.2 | Hold | $91.02 | -19.4% | ||
| 49 | APO | 6.2 | Hold | $128.98 | +7.1% | ||
| 50 | NTRS | 6.2 | Hold | $189.19 | -15.3% | ||
Show all 236 stocks ▾
- NUVNuveen Municipal Value Fund, In6.2
- OTFBlue Owl Technology Finance Cor6.2
- FFCFlaherty & Crumrine Preferred S6.1
- KYNKayne Anderson MLP/Midstream In6.1
- GUTGUT6.0
- ARCCAres Capital Corporation5.9
- BMEBME5.9
- BOEBOE5.9
- CETCET5.9
- CHWCHW5.9
- ETBEaton Vance Tax-Managed Buy-Wri5.9
- NEANEA5.9
- NFJAllianzGI NFJ Dividend, Interes5.9
- NXPNXP5.9
- PEOAdams Natural Resources Fund, I5.9
- RNPCohen & Steers Reit and Preferr5.9
- BENFranklin Templeton, Inc.5.8
- BTTBlackRock Municipal 2030 Target5.8
- BXSLBlackstone Secured Lending Fund5.8
- ETYETY5.8
- FINSFINS5.8
- IQIIQI5.8
- KKRKKR & Co. Inc.5.8
- NPFDNPFD5.8
- OCSLOaktree Specialty Lending Corpo5.8
- STEWSTEW5.8
- BBDCBarings BDC, Inc.5.7
- CHICalamos Convertible Opportuniti5.7
- CHYCalamos Convertible and High In5.7
- ECCECC5.7
- IGRCBRE Clarion Global Real Estate5.7
- PHKPHK5.7
- HASIHA Sustainable Infrastructure C5.6
- HPIHPI5.6
- IGDVoya Global Equity Dividend and5.6
- JPCNuveen Preferred & Income Oppor5.6
- UTG532705.6
- VKQVKQ5.6
- WIWWIW5.6
- BTOBTO5.5
- EMDEMD5.5
- GSBDGoldman Sachs BDC, Inc.5.5
- HQHHQH5.5
- NKXNuveen California AMT-Free Qual5.5
- TSLXSixth Street Specialty Lending,5.5
- ASAASA5.4
- BDJBlackrock Enhanced Equity Divid5.4
- BGRBlackRock Energy and Resources 5.4
- JFRJFR5.4
- MSDLMSDL5.4
- MUJMUJ5.4
- NACNAC5.4
- NMCONMCO5.4
- NRKNuveen New York AMT-Free Qualit5.4
- VMOVMO5.4
- CSQCalamos Strategic Total Return 5.3
- FDUSFidus Investment Corporation5.3
- IIMInvesco Value Municipal Income 5.3
- MYIMYI5.3
- PSECProspect Capital Corporation5.3
- PTYPimco Corporate & Income Opport5.3
- VGMInvesco Trust for Investment Gr5.3
- ACPAberdeen Income Credit Strategi5.2
- AWFAlliancebernstein Global High I5.2
- HPSJohn Hancock Preferred Income F5.2
- JQCJQC5.2
- MUAMUA5.2
- NADNuveen Quality Municipal Income5.2
- NMZNuveen Municipal High Income Op5.2
- PCNPCN5.2
- PFNPIMCO Income Strategy Fund II5.2
- CLMCornerstone Strategic Value Fd5.1
- EVNEaton Vance Municipal Income Tr5.1
- FAX5923145.1
- HYTBlackrock Corporate High Yield 5.0
- MHDMHD5.0
- NVGNuveen AMT-Free Municipal Credi5.0
- NZFNuveen Municipal Credit Income 5.0
- VCVInvesco California Value Munici5.0
- MQYBlackrock MuniYield Quality Fun4.9
- DSUBlackrock Debt Strategies Fund,4.8
- EVTEaton Vance Tax Advantaged Divi4.7
- VVRInvesco Senior Income Trust (D4.6
- BLWBlackrock Limited Duration Inco4.5
- TPGTPG Inc.6.5
- GAINGladstone Investment Corporatio6.4
- TRINTrinity Capital Inc.6.3
- CRBGCorebridge Financial Inc.6.2
- PFLTPennantPark Floating Rate Capit6.2
- ALTIAlTi Global, Inc.6.1
- DBRGDigitalBridge Group, Inc.6.1
- KBDCKayne Anderson BDC, Inc.6.0
- NCDLNCDL6.0
- BUIBUI5.9
- DPGDuff & Phelps Global Utility In5.9
- MEGIMEGI5.9
- NML15255.9
- QQQXNuveen NASDAQ 100 Dynamic Overw5.9
- IVZInvesco Ltd5.8
- NXG7330855.8
- TYGTYG5.8
- BMEZBlackRock Health Sciences Trust5.7
- BTXBlackRock Technology and Privat5.7
- EMOEMO5.7
- EOSEaton Vance Enhance Equity Inco5.7
- EXGEXG5.7
- NBXGNBXG5.7
- OXLCOxford Lane Capital Corp.5.7
- BSTBST5.6
- BSTZBlackRock Science and Technolog5.6
- CCDCalamos Dynamic Convertible & I5.6
- CGBDCarlyle Secured Lending, Inc.5.6
- OBDCBlue Owl Capital Corporation5.6
- TBLDThornburg Income Builder Opport5.6
- ASGIabrdn Global Infrastructure Inc5.5
- BCXBlackRock Resources of Benefic5.5
- FPFFirst Trust Intermediate Durati5.5
- GBDCGolub Capital BDC, Inc.5.5
- ASSTStrive, Inc.5.4
- CSWCCapital Southwest Corporation5.4
- FSKFS KKR Capital Corp.5.4
- GHYPGIM Global Short Duration High5.4
- GUGGUG5.4
- KIOKKR Income Opportunities Fund5.4
- LDPLDP5.4
- MAINMain Street Capital Corporation5.4
- PDIPIMCO Dynamic Income Fund5.4
- PDOPDO5.4
- PTA2409055.4
- STKSTK5.4
- THWTekla World Healthcare Fund Sha5.4
- BCATBCAT5.3
- BNBrookfield Corporation5.3
- BURBurford Capital Limited5.3
- DFPFlaherty & Crumrine Dynamic Pre5.3
- ECATECAT5.3
- FSCOFSCO5.3
- NIEAllianzGI Equity & Convertible 5.3
- NMAINMAI5.3
- NMFCNew Mountain Finance Corporatio5.3
- AIOAllianzGI Artificial Intelligen5.2
- DXYZDestiny Tech100 Inc.5.2
- EOIEaton Vance Enhance Equity Inco5.2
- GOFGOF5.2
- ISDPGIM Short Duration High Yield 5.2
- PFGPrincipal Financial Group Inc5.2
- BBNBlackRock Taxable Municipal Bon5.1
- CRFCRF5.1
- ETVEaton Vance Corporation Eaton V5.1
- PAXSPIMCO Access Income Fund5.1
- PSPershing Square Inc.5.1
- RABrookfield Real Assets Income F5.1
- STTState Street Corporation5.1
- BITBlackRock Multi-Sector Income T5.0
- NBBNBB5.0
- NDMONDMO5.0
- STEPStepStone Group Inc.5.0
- BGYBlackrock Enhanced Internationa4.9
- EVVEVV4.9
- FTHYFTHY4.9
- MMUWestern Asset Managed Municipal4.9
- VRTSVirtus Investment Partners, Inc4.9
- WDIWDI4.9
- ARESAres Management Corporation4.8
- MAASMaase Inc.4.8
- MFICMidCap Financial Investment Cor4.8
- SLRCSLR Investment Corp.4.8
- BGBBGB4.6
- BTZBTZ4.6
- DLYDoubleLine Yield Opportunities 4.6
- MUCBlackrock MuniHoldings Californ4.6
- OXLCOOxford Lane Capital Corp. - Pre4.6
- PDX1706044.6
- PWRLPowerlaw Corp.4.6
- THQTekla Healthcare Opportunies Fu4.6
- USAUSA4.6
- BOTRoboStrategy, Inc.4.5
- ETJEaton Vance Risk-Managed Divers4.5
- OWLBlue Owl Capital Inc.4.5
- EIM1004014.4
- RVIRobinhood Ventures Fund I4.4
- TIPTTiptree Inc.4.4
- DSLDoubleLine Income Solutions Fun4.3
- EQHEquitable Holdings, Inc.4.3
- CGThe Carlyle Group Inc.4.1
- IFNIndia Fund, Inc. (The)3.8