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
Asset Management Stock List
27 results
| Symbol | Full Name | Sector | Industry | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ophir Asset Management Pty Ltd - Ophir High Convic... | Financial Services | Asset Management | -18.24% | — | 10.43% | 21 | ||||||||
| Perpetual Equity Investment Company Limited | Financial Services | Asset Management | -3.67% | 8.08% | 6.87% | 46 | ||||||||
| Pinnacle Investment Management Group Limited | Financial Services | Asset Management | -11.13% | 30.56% | 3.74% | 20 | ||||||||
| Perpetual Limited | Financial Services | Asset Management | -13.91% | -4.16% | 7.29% | 28 | ||||||||
| Regal Partners Limited | Financial Services | Asset Management | -16.72% | — | 8.24% | 53 | ||||||||
| WAM Capital Limited | Financial Services | Asset Management | -10.45% | 4.57% | 10.10% | 52 | ||||||||
| WAM Leaders Limited | Financial Services | Asset Management | 4.73% | 7.43% | 7.14% | 73 |
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 |
|---|---|---|
| Acadian Asset Management Inc | 95 | |
| Oxford Lane Capital Corp. | 95 | |
| Royce Micro-Cap Trust, Inc. | 95 | |
| Sprott Focus Trust, Inc. | 94 | |
| 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 |
|---|---|---|
| Victory Capital Holdings, Inc. | 27.77% | |
| Acadian Asset Management Inc | 27.39% | |
| Sprott Inc | 25.05% | |
| WisdomTree Inc. | 23.00% | |
| Ares Management Corporation | 21.10% |
Top Stocks Industries
Biotechnology · 810 StocksBanks - Regional · 549 StocksSoftware - Application · 402 StocksOther Industrial Metals & Mining · 264 StocksSpecialty Industrial Machinery · 237 StocksSoftware - Infrastructure · 234 StocksDrug Manufacturers - Specialty & Generic · 212 StocksOil & Gas E&P · 199 StocksMedical Devices · 191 StocksInformation Technology Services · 188 StocksPackaged Foods · 188 StocksCapital Markets · 180 StocksGold · 180 StocksAerospace & Defense · 171 StocksSpecialty Chemicals · 170 StocksTelecom Services · 163 StocksEngineering & Construction · 162 StocksAuto Parts · 152 StocksInternet Content & Information · 143 StocksReal Estate - Services · 133 StocksSemiconductors · 128 StocksCredit Services · 126 StocksEntertainment · 123 StocksElectrical Equipment & Parts · 120 StocksAuto Manufacturers · 117 StocksElectronic Components · 115 StocksRestaurants · 105 StocksConglomerates · 104 StocksOil & Gas Equipment & Services · 104 StocksSteel · 103 Stocks
Top Stocks Comparisons
Compare the top Stocks symbols based on PortfoliosLab usage data.