PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan

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

71 results

SymbolFull NameSectorIndustryYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
0HZC.L
EurazeoFinancial ServicesAsset Management
-11.40%
1.66%
6.62%
16
ABDN.L
Abrdn plcFinancial ServicesAsset Management
21.50%
4.37%
6.06%
83
AJB.L
AJ Bell plcFinancial ServicesAsset Management
43.64%
—3.13%
66
ANIC.L
Agronomics LtdFinancial ServicesAsset Management
4.84%
1.68%
0.00%
36
ARR.L
Aurora Investment Trust plcFinancial ServicesAsset Management
-10.33%
47.80%
1.97%
31
ASHM.L
Ashmore Group plcFinancial ServicesAsset Management
16.98%
2.51%
8.35%
74
ATR.L
Schroders Investment Trusts - Schroder Asian Total...Financial ServicesAsset Management
28.86%
15.38%
1.62%
92
ATY.L
Athelney Trust plcFinancial ServicesAsset Management
5.24%
1.92%
6.06%
49
AUGM.L
Augmentum Fintech PLCFinancial ServicesAsset Management
-61.58%
—0.00%
5
BIOG.L
The Biotech Growth Trust plcFinancial ServicesAsset Management
5.33%
7.00%
0.00%
93
BLU.L
Blue Star Capital plcFinancial ServicesAsset Management
-5.56%
-11.85%
0.00%
15
BPCR.L
BioPharma Credit plcFinancial ServicesAsset Management
12.06%
—14.04%
91
BPM.L
B P Marsh and Partners plcFinancial ServicesAsset Management
5.21%
18.36%
5.23%
67
BPT.L
Bridgepoint Group plcFinancial ServicesAsset Management
-11.05%
—3.79%
28
BRIG.L
BlackRock Income and Growth Investment Trust plcFinancial ServicesAsset Management
6.37%
6.30%
3.36%
74
BRK.L
Brooks Macdonald GroupFinancial ServicesAsset Management
-14.52%
0.78%
6.07%
24
BUR.L
Burford Capital LimitedFinancial ServicesAsset Management
-50.29%
0.59%
2.89%
5
BVT.L
Baronsmead Venture Trust plcFinancial ServicesAsset Management
-9.75%
0.81%
8.93%
29
CHRY.L
Chrysalis Investments LtdFinancial ServicesAsset Management
-33.36%
—0.00%
15
CLIG.L
City Of London Investment GroupFinancial ServicesAsset Management
15.86%
11.84%
7.76%
69

Rows per page

1–20 of 71

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.
SymbolNameRisk / 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.
SymbolNameReturn 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 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.
LGEN.L vs. AV.LLGEN.L vs. BATS.LLGEN.L vs. NG.LLGEN.L vs. VOOLGEN.L vs. IUKD.LCTY.L vs. BNKR.LCTY.L vs. MYI.LCTY.L vs. CCC.LCTY.L vs. FGT.LCTY.L vs. ATY.LMNG.L vs. AV.LMNG.L vs. ADM.LMNG.L vs. MYI.LMNG.L vs. GAINMNG.L vs. MUT.LEMG.L vs. ASHM.LEMG.L vs. KKREMG.L vs. JHGEMG.L vs. BRK-BEMG.L vs. QQQCLIG.L vs. PROX.BRCLIG.L vs. EDIN.LCLIG.L vs. VOOCLIG.L vs. AAPLCLIG.L vs. VUKE.LFEML.L vs. TEDMXJPEL.L vs. JEPQJPEL.L vs. GCL.LJPEL.L vs. NBPE.LJPEL.L vs. HVPE.LJPEL.L vs. SCHDBPCR.L vs. V3GU.LBPCR.L vs. IHYA.LBPCR.L vs. KSLVBPCR.L vs. FSFL.LBPCR.L vs. QQQOCI.L vs. HGT.LOCI.L vs. ICGT.LOCI.L vs. PIN.LOCI.L vs. PINT.LOCI.L vs. SWDA.LABDN.L vs. ASHM.LABDN.L vs. SPYABDN.L vs. BTC-USDABDN.L vs. OABDN.L vs. ABF.L