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: 466
Median 1Y Volatility: 24.03%
Avg. Dividend Yield: 6.96%
Avg. 1 Year Return: 17.22%
Median P/E Ratio: 7.16
Median Risk/Return Score: 57 / 100

27 results

Symbol	Full Name	Sector	Industry	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
ACQ.AX	Acorn Capital Investment Fund Limited	Financial Services	Asset Management	3.80%	6.70%	6.68%	76
AFI.AX	Australian Foundation Investment Company Limited	Financial Services	Asset Management	-7.72%	5.66%	5.23%	14
ALI.AX	Argo Global Listed Infrastructure Limited	Financial Services	Asset Management	-2.96%	5.79%	4.13%	52
AMPPB.AX	AMP Limited	Financial Services	Asset Management	—	—	5.63%	—
ARA.AX	Ariadne Australia Limited	Financial Services	Asset Management	-4.97%	6.77%	2.08%	44
ARG.AX	Argo Investments Limited	Financial Services	Asset Management	-1.19%	5.91%	4.36%	44
AUI.AX	Australian United Investment Company Limited	Financial Services	Asset Management	-3.25%	8.22%	4.18%	39
BHD.AX	Benjamin Hornigold Ltd	Financial Services	Asset Management	-10.00%	—	0.00%	46
BKI.AX	BKI Investment Company Limited	Financial Services	Asset Management	2.04%	4.32%	2.29%	46
CD1.AX	CD Private Equity Fund I	Financial Services	Asset Management	-12.16%	18.41%	56.23%	28
CVC.AX	CVC Limited	Financial Services	Asset Management	1.31%	5.71%	2.50%	39
DUI.AX	Diversified United Investment Limited	Financial Services	Asset Management	-5.94%	7.77%	1.78%	23
GDG.AX	Generation Development Group Limited	Financial Services	Asset Management	-31.59%	27.39%	12.69%	23
GQG.AX	GQG Partners Inc.	Financial Services	Asset Management	-12.23%	—	22.26%	18
IFL.AX	Insignia Financial Ltd.	Financial Services	Asset Management	—	—	0.00%	—
LCE.AX	London City Equities Limited	Financial Services	Asset Management	0.00%	14.98%	2.94%	43
MAF.AX	MA Financial Group Limited	Financial Services	Asset Management	-44.75%	—	3.37%	26
MFF.AX	MFF Capital Investments Limited	Financial Services	Asset Management	2.95%	13.55%	3.76%	70
MXT.AX	Metrics Master Income Trust	Financial Services	Asset Management	0.87%	—	8.15%	48
NGI.AX	Navigator Global Investments Limited	Financial Services	Asset Management	-18.92%	6.64%	1.87%	69

Best Asset Management Stocks by Risk/Return Score

The top Asset Management Stocks by PortfoliosLab Risk/Return Score are AAMI (95) and OXLCP (95). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Symbol	Name	Risk / Return Rank
AAMI	Acadian Asset Management Inc	95
OXLCP	Oxford Lane Capital Corp.	95
RMT	Royce Micro-Cap Trust, Inc.	95
FUND	Sprott Focus Trust, Inc.	94
STT	State Street Corporation	93

Best-Performing Asset Management Stocks Over 5 Years

The top Asset Management Stocks is VCTR (27.77%). Across the lineup, Asset Management Stocks show an average 1-year return of 17.22% and an average 5-year return of 2.63%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y
VCTR	Victory Capital Holdings, Inc.	27.77%
AAMI	Acadian Asset Management Inc	27.39%
SII	Sprott Inc	25.05%
WT	WisdomTree Inc.	23.00%
ARES	Ares Management Corporation	21.10%

Top Stocks Industries

Biotechnology · 810 Stocks Banks - Regional · 549 Stocks Software - Application · 402 Stocks Other Industrial Metals & Mining · 264 Stocks Specialty Industrial Machinery · 237 Stocks Software - Infrastructure · 234 Stocks Drug Manufacturers - Specialty & Generic · 212 Stocks Oil & Gas E&P · 199 Stocks Medical Devices · 191 Stocks Information Technology Services · 188 Stocks Packaged Foods · 188 Stocks Capital Markets · 180 Stocks Gold · 180 Stocks Aerospace & Defense · 171 Stocks Specialty Chemicals · 170 Stocks Telecom Services · 163 Stocks Engineering & Construction · 162 Stocks Auto Parts · 152 Stocks Internet Content & Information · 143 Stocks Real Estate - Services · 133 Stocks Semiconductors · 128 Stocks Credit Services · 126 Stocks Entertainment · 123 Stocks Electrical Equipment & Parts · 120 Stocks Auto Manufacturers · 117 Stocks Electronic Components · 115 Stocks Restaurants · 105 Stocks Conglomerates · 104 Stocks Oil & Gas Equipment & Services · 104 Stocks Steel · 103 Stocks

Top Stocks Comparisons

Compare the top Stocks symbols based on PortfoliosLab usage data.

Symbol name

PNI.AX vs. MQG.AX PNI.AX vs. VUL.AX PNI.AX vs. BRK-B PNI.AX vs. SPY PNI.AX vs. KKR MXT.AX vs. ANZ.AX MXT.AX vs. BHP GDG.AX vs. FXAIX AFI.AX vs. IVV AFI.AX vs. CBAPK.AX GQG.AX vs. QQQ PIC.AX vs. BNKD PIC.AX vs. TEC.TO