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Asset Management Stock List

Use the PortfoliosLab Stock Screener to filter stocks by sector, industry, performance, valuation, and advanced risk metrics such as volatility, Sharpe ratio, and maximum drawdown.

Compare stocks side-by-side, review key fundamentals in one table, and add them directly to your portfolio for optimization.

Number of Stocks
452
Median 1Y Volatility
24.92%
Avg. Dividend Yield
7.60%
Avg. 1 Year Return
14.53%
Median P/E Ratio
6.96
Median Risk/Return Score
58 / 100
Asset Management Stock List

236 results

SymbolFull NameSectorIndustryYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
AAMI
Acadian Asset Management IncFinancial ServicesAsset Management
48.93%
—0.32%
93
AB
AllianceBernstein Holding L.P.Financial ServicesAsset Management
-2.86%
14.75%
9.54%
33
ADAMH
Adamas Trust, Inc.Financial ServicesAsset Management
3.86%
—9.46%—
AEF
Aberdeen Emerging Markets Equity Income Fund, Inc.Financial ServicesAsset Management
40.87%
13.35%
8.43%
94
ALTI
Alvarium Tiedemann Holdings Inc.Financial ServicesAsset Management
-30.06%
—0.00%
27
AMDUF
Amundi SAFinancial ServicesAsset Management
3.33%
—0.00%—
AMG
Affiliated Managers Group, Inc.Financial ServicesAsset Management
17.98%
10.22%
0.01%
91
AMP
Ameriprise Financial, Inc.Financial ServicesAsset Management
-6.94%
20.57%
1.43%
21
AMTD
AMTD IDEA GroupFinancial ServicesAsset Management
-1.48%
—0.00%
38
AOD
Abrdn Total Dynamic Dividend FundFinancial ServicesAsset Management
10.87%
13.76%
12.00%
86
APAM
Artisan Partners Asset Management Inc.Financial ServicesAsset Management
-9.41%
12.71%
11.37%
21
APO
Apollo Global Management, Inc.Financial ServicesAsset Management
-15.36%
28.77%
1.72%
31
ARCC
Ares Capital CorporationFinancial ServicesAsset Management
-6.31%
12.83%
10.67%
26
ARDC
Ares Dynamic Credit Allocation Fund, Inc.Financial ServicesAsset Management
-0.51%
8.63%
10.76%
35
ARES
Ares Management CorporationFinancial ServicesAsset Management
-28.31%
30.08%
5.89%
16
ASA
ASA Gold and Precious Metals LimitedFinancial ServicesAsset Management
-11.27%
14.40%
0.13%
76
ASG
Liberty All-Star GrowthFinancial ServicesAsset Management
4.65%
12.29%
8.85%
55
AVX
Avax One Technology LtdFinancial ServicesAsset Management
-67.83%
—0.00%
11
BAM
Brookfield Asset Management Ltd.Financial ServicesAsset Management
-12.97%
—4.21%
23
BANX
StoneCastle Financial Corp.Financial ServicesAsset Management
-6.24%
10.12%
11.81%
51

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1–20 of 236

Best Asset Management Stocks by Risk/Return Score

The top Asset Management Stocks by PortfoliosLab Risk/Return Score are RMCOW (96) and RMT (96). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
SymbolNameRisk / Return Rank
RMCOW
Royalty Management Holding Corporation
96
RMT
Royce Micro-Cap Trust, Inc.
96
HQL
Tekla Life Sciences Investors
96
OXLCP
Oxford Lane Capital Corp.
95
AEF
Aberdeen Emerging Markets Equity Income Fund, Inc.
94

Best-Performing Asset Management Stocks Over 5 Years

The top Asset Management Stocks is SII (24.71%). Across the lineup, Asset Management Stocks show an average 1-year return of 14.53% and an average 5-year return of 3.02%, providing a clearer view of performance across different investment horizons.
SymbolNameReturn 5Y
SII
Sprott Inc
24.71%
WT
WisdomTree Inc.
24.36%
VCTR
Victory Capital Holdings, Inc.
24.29%
AAMI
Acadian Asset Management Inc
24.13%
TRIN
Trinity Capital Inc.
20.53%

Top Stocks Industries

Biotechnology · 758 StocksBanks - Regional · 520 StocksSoftware - Application · 366 StocksOther Industrial Metals & Mining · 251 StocksSpecialty Industrial Machinery · 232 StocksSoftware - Infrastructure · 223 StocksDrug Manufacturers - Specialty & Generic · 207 StocksOil & Gas E&P · 190 StocksInformation Technology Services · 183 StocksMedical Devices · 183 StocksPackaged Foods · 182 StocksAerospace & Defense · 172 StocksGold · 172 StocksCapital Markets · 171 StocksSpecialty Chemicals · 169 StocksEngineering & Construction · 159 StocksTelecom Services · 155 StocksAuto Parts · 152 StocksInternet Content & Information · 138 StocksSemiconductors · 128 StocksReal Estate - Services · 126 StocksCredit Services · 122 StocksElectrical Equipment & Parts · 117 StocksElectronic Components · 115 StocksEntertainment · 113 StocksAuto Manufacturers · 112 StocksConglomerates · 101 StocksOil & Gas Equipment & Services · 101 StocksSteel · 101 StocksCommunication Equipment · 98 Stocks

Top Stocks Comparisons

Compare the top Stocks symbols based on PortfoliosLab usage data.
ARCC vs. BXSLARCC vs. HTGCARCC vs. SPYARCC vs. BIZDARCC vs. JEPIBLK vs. VOOBLK vs. SPYBLK vs. JPMBLK vs. GSBLK vs. QQQMAIN vs. JEPIMAIN vs. SCHDMAIN vs. VOOMAIN vs. HTGCMAIN vs. CSWCBX vs. APOBX vs. VOOBX vs. BAMBX vs. ARESBX vs. CGPHYS vs. GLDPHYS vs. IAUPHYS vs. GLDMPHYS vs. SGOLPHYS vs. KILO.TOPDI vs. PDOPDI vs. PTYPDI vs. GOFPDI vs. JEPIPDI vs. PCNKKR vs. APOKKR vs. CGKKR vs. SPYKKR vs. BRK-BKKR vs. VOOBN vs. BAMBN vs. BEPBN vs. SPYBN vs. BIPCBN vs. VFV.TOUTG vs. UTFUTG vs. XLUUTG vs. VPUUTG vs. SCHDUTG vs. ASGIOBDC vs. OWLOBDC vs. BXSLOBDC vs. FSKOBDC vs. CSWCOBDC vs. O