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Asset Management Stock List

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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
449
Median 1Y Volatility
25.26%
Avg. Dividend Yield
7.31%
Avg. 1 Year Return
11.91%
Median P/E Ratio
7.26
Median Risk/Return Score
59 / 100
Asset Management Stock List

234 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
77.75%
—0.26%
94
AB
AllianceBernstein Holding L.P.Financial ServicesAsset Management
4.23%
14.41%
8.89%
45
ADAMH
Adamas Trust, Inc.Financial ServicesAsset Management
2.83%
—9.55%—
AEF
Aberdeen Emerging Markets Equity Income Fund, Inc.Financial ServicesAsset Management
31.70%
11.41%
9.02%
91
ALTI
Alvarium Tiedemann Holdings Inc.Financial ServicesAsset Management
-22.84%
—0.00%
31
AMDUF
Amundi SAFinancial ServicesAsset Management
3.33%
—0.00%—
AMG
Affiliated Managers Group, Inc.Financial ServicesAsset Management
31.23%
10.31%
0.37%
94
AMP
Ameriprise Financial, Inc.Financial ServicesAsset Management
9.46%
21.03%
1.22%
46
AMTD
AMTD IDEA GroupFinancial ServicesAsset Management
-2.66%
—0.00%
37
AOD
Abrdn Total Dynamic Dividend FundFinancial ServicesAsset Management
15.23%
13.28%
11.54%
88
APAM
Artisan Partners Asset Management Inc.Financial ServicesAsset Management
1.90%
13.44%
10.10%
31
APO
Apollo Global Management, Inc.Financial ServicesAsset Management
-13.48%
27.76%
2.38%
23
ARCC
Ares Capital CorporationFinancial ServicesAsset Management
0.04%
13.05%
9.99%
26
ARDC
Ares Dynamic Credit Allocation Fund, Inc.Financial ServicesAsset Management
-0.27%
8.30%
10.73%
27
ARES
Ares Management CorporationFinancial ServicesAsset Management
-20.05%
28.98%
5.28%
20
ASA
ASA Gold and Precious Metals LimitedFinancial ServicesAsset Management
-18.18%
12.38%
0.14%
71
ASG
Liberty All-Star GrowthFinancial ServicesAsset Management
4.61%
11.52%
11.37%
52
ASST
Strive, Inc.Financial ServicesAsset Management
-21.07%
—0.00%
13
AVX
Avax One Technology LtdFinancial ServicesAsset Management
-79.25%
—0.00%
10
BAM
Brookfield Asset Management Ltd.Financial ServicesAsset Management
-3.41%
—3.79%
26

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1–20 of 234

Best Asset Management Stocks by Risk/Return Score

The top Asset Management Stocks by PortfoliosLab Risk/Return Score are MAAS (98) and HQL (97). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
SymbolNameRisk / Return Rank
MAAS
Highest Performances Holdings Inc
98
HQL
Tekla Life Sciences Investors
97
STT
State Street Corporation
97
OXLCP
Oxford Lane Capital Corp.
96
RMT
Royce Micro-Cap Trust, Inc.
95

Best-Performing Asset Management Stocks Over 5 Years

The top Asset Management Stocks is VCTR (29.28%). Across the lineup, Asset Management Stocks show an average 1-year return of 11.91% and an average 5-year return of 3.63%, providing a clearer view of performance across different investment horizons.
SymbolNameReturn 5Y
VCTR
Victory Capital Holdings, Inc.
29.28%
WT
WisdomTree Inc.
29.00%
AAMI
Acadian Asset Management Inc
28.83%
SII
Sprott Inc
26.23%
TGOPY
3i Group PLC ADR
23.38%

Top Stocks Industries

Biotechnology · 752 StocksBanks - Regional · 520 StocksSoftware - Application · 365 StocksOther Industrial Metals & Mining · 249 StocksSpecialty Industrial Machinery · 231 StocksSoftware - Infrastructure · 221 StocksDrug Manufacturers - Specialty & Generic · 205 StocksOil & Gas E&P · 188 StocksInformation Technology Services · 184 StocksMedical Devices · 183 StocksPackaged Foods · 181 StocksGold · 172 StocksAerospace & Defense · 171 StocksCapital Markets · 170 StocksSpecialty Chemicals · 169 StocksEngineering & Construction · 159 StocksTelecom Services · 156 StocksAuto Parts · 151 StocksInternet Content & Information · 137 StocksSemiconductors · 128 StocksReal Estate - Services · 125 StocksCredit Services · 119 StocksElectrical Equipment & Parts · 117 StocksElectronic Components · 115 StocksEntertainment · 113 StocksAuto Manufacturers · 110 StocksConglomerates · 101 StocksOil & Gas Equipment & Services · 101 StocksSteel · 101 StocksMedical Instruments & Supplies · 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. CSWCMAIN vs. HTGCBX 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. PCNPDI vs. JEPIKKR 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