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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
448
Median 1Y Volatility
25.25%
Avg. Dividend Yield
7.41%
Avg. 1 Year Return
9.15%
Median P/E Ratio
7.27
Median Risk/Return Score
58 / 100
Asset Management Stock List

19 results

SymbolFull NameSectorIndustryYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
14D.DE
tokentus investment AGFinancial ServicesAsset Management
-26.96%
—0.00%
11
2INV.DE
2invest AGFinancial ServicesAsset Management——0.00%—
A7A.DE
FinLab AGFinancial ServicesAsset Management
-5.84%
0.66%
0.00%
35
ADE.DE
Bitcoin Group SEFinancial ServicesAsset Management
-28.65%
—0.44%
7
B7E.DE
Blue Cap AGFinancial ServicesAsset Management
3.36%
13.74%
9.73%
47
BKHT.DE
Brockhaus Capital Mgmt AGFinancial ServicesAsset Management
29.78%
—0.00%
81
D77.DE
Neon Equity AGFinancial ServicesAsset Management
13.86%
—0.00%
74
DBAN.DE
Deutsche Beteiligungs AGFinancial ServicesAsset Management
-9.48%
2.61%
4.58%
16
DWS.DE
DWS Group GmbH & Co. KGaAFinancial ServicesAsset Management
31.37%
—4.25%
87
IPOK.DE
Heidelberger Beteiligungsholding AGFinancial ServicesAsset Management
-3.01%
66.66%
0.00%
61
LQAG.DE
Laiqon AGFinancial ServicesAsset Management
-9.84%
5.18%
0.00%
50
M5S.DE
Marna Beteiligungen AGFinancial ServicesAsset Management
-87.56%
-49.20%
0.00%
3
MLP.DE
MLP SEFinancial ServicesAsset Management
14.09%
12.81%
4.78%
28
MPCK.DE
MPC Münchmeyer Petersen Capital AGFinancial ServicesAsset Management
4.33%
0.61%
0.00%
50
MUX.DE
Mutares SE & Co. KGaAFinancial ServicesAsset Management
-2.44%
16.86%
7.35%
32
PZS.DE
Scherzer & Co. AGFinancial ServicesAsset Management
13.64%
5.30%
1.85%
82
SVE.DE
Shareholder Value Beteiligungen AGFinancial ServicesAsset Management
-10.43%
-1.85%
0.00%
10
TR1.DE
T. Rowe Price Group IncFinancial ServicesAsset Management——1.28%—
Z29.DE
029 GROUP SE INH O.N.Financial ServicesAsset Management
19.41%
—0.00%
66

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1–19 of 19

Best Asset Management Stocks by Risk/Return Score

The top Asset Management Stocks by PortfoliosLab Risk/Return Score are MAAS (98) and HQL (96). 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
96
STT
State Street Corporation
96
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 WT (29.45%). Across the lineup, Asset Management Stocks show an average 1-year return of 9.15% and an average 5-year return of 3.38%, providing a clearer view of performance across different investment horizons.
SymbolNameReturn 5Y
WT
WisdomTree Inc.
29.45%
VCTR
Victory Capital Holdings, Inc.
29.44%
AAMI
Acadian Asset Management Inc
28.31%
SII
Sprott Inc
25.95%
TRIN
Trinity Capital Inc.
21.60%

Top Stocks Industries

Biotechnology · 752 StocksBanks - Regional · 520 StocksSoftware - Application · 365 StocksOther Industrial Metals & Mining · 249 StocksSpecialty Industrial Machinery · 231 StocksSoftware - Infrastructure · 222 StocksDrug Manufacturers - Specialty & Generic · 206 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 · 138 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.
ADE.DE vs. BTC-USDMUX.DE vs. TM2.FMUX.DE vs. ASY.PAMUX.DE vs. FROMUX.DE vs. TRMDMUX.DE vs. ARCCIPOK.DE vs. SB1.DEIPOK.DE vs. HPHA.DEIPOK.DE vs. HDD.DEIPOK.DE vs. 1HEI.MIIPOK.DE vs. RDDTDWS.DE vs. VOODWS.DE vs. BX