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 | ETG | 6.7 | Buy Wait | $22.78 | +6.5% | ||
| 2 | SII | 6.6 | Buy Wait | $116.31 | +18.4% | ||
| 3 | AMP | 6.1 | Buy Wait | $451.31 | +6.9% | ||
| 4 | HLNE | 6.1 | Buy Wait | $80.21 | +49.8% | ||
| 5 | SEIC | 6.1 | Buy Wait | $90.55 | +5.9% | ||
| 6 | CSQ | 6.0 | Buy Wait | $19.91 | +7.8% | ||
| 7 | BLK | 5.9 | Buy Wait | $1010.28 | +13.3% | ||
| 8 | APAM | 5.4 | Buy Wait | $35.11 | +9.8% | ||
| 9 | BX | 5.2 | Buy Wait | $121.44 | +11.9% | ||
| HOLD / WATCH | |||||||
| 10 | AOD | 6.5 | Hold | $10.21 | +2.5% | ||
| 11 | CLM | 6.4 | Hold | $7.50 | +1.5% | ||
| 12 | OTF | 6.4 | Hold | $11.30 | +4.2% | ||
| 13 | VCTR | 6.4 | Hold | $89.75 | +7.4% | ||
| 14 | CET | 6.3 | Hold | $52.60 | +0.4% | ||
| 15 | CRF | 6.3 | Hold | $7.19 | +0.1% | ||
| 16 | GAM | 6.3 | Hold | $62.56 | +1.8% | ||
| 17 | GDV | 6.3 | Hold | $28.66 | +1.4% | ||
| 18 | RVT | 6.3 | Hold | $17.98 | +2.7% | ||
| 19 | WT | 6.2 | Hold | $17.13 | +1.0% | ||
| 20 | AAMI | 6.1 | Hold | $77.28 | +12.9% | ||
| 21 | AMG | 6.1 | Hold | $344.40 | -1.1% | ||
| 22 | BDJ | 6.1 | Hold | $9.27 | -1.5% | ||
| 23 | GCMG | 6.1 | Hold | $11.29 | +6.8% | ||
| 24 | RJF | 6.1 | Hold | $152.39 | +1.0% | ||
| 25 | TRIN | 6.1 | Hold | $17.28 | -1.7% | ||
| 26 | HTGC | 6.0 | Hold | $15.63 | +7.6% | ||
| 27 | ADX | 5.9 | Hold | $24.71 | +1.7% | ||
| 28 | NTRS | 5.9 | Hold | $167.75 | +0.6% | ||
| 29 | FHI | 5.8 | Hold | $58.26 | +7.2% | ||
| 30 | TY | 5.7 | Hold | $34.77 | +0.5% | ||
| 31 | ASA | 5.6 | Hold | $54.24 | +28.4% | ||
| 32 | BTT | 5.6 | Hold | $22.76 | -0.9% | ||
| 33 | BUR | 5.6 | Hold | $4.42 | +70.7% | ||
| 34 | PSEC | 5.6 | Hold | $2.25 | +9.8% | ||
| 35 | EOS | 5.5 | Hold | $22.11 | +2.5% | ||
| 36 | NEA | 5.5 | Hold | $11.62 | +15.0% | ||
| 37 | NFJ | 5.5 | Hold | $14.89 | -0.5% | ||
| 38 | BEN | 5.4 | Hold | $31.77 | +0.1% | ||
| 39 | NAD | 5.4 | Hold | $11.94 | -1.9% | ||
| 40 | NZF | 5.4 | Hold | $12.72 | -1.8% | ||
| 41 | TROW | 5.4 | Hold | $108.38 | -1.4% | ||
| 42 | TSLX | 5.4 | Hold | $17.38 | +2.6% | ||
| 43 | BAM | 5.3 | Hold | $47.20 | +8.2% | ||
| 44 | EVT | 5.3 | Hold | $26.56 | +1.0% | ||
| 45 | HQH | 5.3 | Hold | $18.98 | +3.3% | ||
| 46 | JPC | 5.3 | Hold | $7.83 | +0.1% | ||
| 47 | KYN | 5.2 | Hold | $14.03 | +2.8% | ||
| 48 | OBDC | 5.2 | Hold | $11.20 | +3.3% | ||
| 49 | CNS | 5.1 | Hold | $78.27 | -1.6% | ||
| 50 | HYT | 5.1 | Hold | $8.59 | -0.6% | ||
Show all 109 stocks ▾
- MSDLMSDL5.1
- UTFCohen & Steers Infrastructure F5.1
- BXSLBlackstone Secured Lending Fund5.0
- JFRNuveen Floating Rate Income Fun5.0
- DNPDNP Select Income Fund, Inc.4.9
- NMZNuveen Municipal High Income Op4.9
- PTYPimco Corporate & Income Opport4.9
- NACNuveen California Quality Munic4.6
- TYGTortoise Energy Infrastructure 4.3
- PAXPatria Investments Limited6.5
- ABAllianceBernstein Holding L.P.6.0
- GABGabelli Equity Trust, Inc. (The5.9
- IVZInvesco Ltd5.7
- ETVEaton Vance Corporation Eaton V5.6
- NUVNuveen Municipal Value Fund, In5.6
- CSWCCapital Southwest Corporation5.5
- DBRGDigitalBridge Group, Inc.5.5
- QQQXNuveen NASDAQ 100 Dynamic Overw5.5
- ARESAres Management Corporation5.4
- EXGEaton Vance Tax-Managed Global 5.4
- JHGJanus Henderson Group plc5.4
- STEPStepStone Group Inc.5.4
- ARCCAres Capital Corporation5.3
- BCATBCAT5.3
- GBDCGolub Capital BDC, Inc.5.3
- GSBDGoldman Sachs BDC, Inc.5.3
- NBXGNBXG5.3
- PDOPDO5.3
- BSTBlackRock Science and Technolog5.2
- BSTZBlackRock Science and Technolog5.2
- GOFGuggenheim Strategic Opportunit5.2
- OWLBlue Owl Capital Inc.5.2
- PDIPIMCO Dynamic Income Fund5.2
- BNBrookfield Corporation5.1
- FPFFirst Trust Intermediate Durati5.1
- CGThe Carlyle Group Inc.5.0
- ECATECAT5.0
- ETYEaton Vance Tax-Managed Diversi5.0
- PTA2409055.0
- STEWSTEW4.9
- TPGTPG Inc.4.9
- EMOClearBridge Energy Midstream Op4.8
- EVV3161004.8
- FSKFS KKR Capital Corp.4.8
- STTState Street Corporation4.8
- CRBGCorebridge Financial Inc.4.7
- PFGPrincipal Financial Group Inc4.7
- USALiberty All-Star Equity Fund4.6
- KKRKKR & Co. Inc.4.5
- MAINMain Street Capital Corporation4.5
- UTG532704.5
- MUCBlackrock MuniHoldings Californ4.4
- EQHEquitable Holdings, Inc.4.3
- NVGNuveen AMT-Free Municipal Credi4.3
- HASIHA Sustainable Infrastructure C4.2
- MAASMaase Inc.4.2
- DSLDoubleLine Income Solutions Fun4.1
- RQICohen & Steers Quality Income R4.0
- APOApollo Global Management, Inc. 3.9