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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
468
Median 1Y Volatility
24.74%
Avg. Dividend Yield
7.15%
Avg. 1 Year Return
17.34%
Median P/E Ratio
7.06
Median Risk/Return Score
57 / 100
Asset Management Stock List

244 results

SymbolFull NameSectorIndustryYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
SAMG
Silvercrest Asset Management Group Inc.Financial ServicesAsset Management
-25.58%
3.54%
7.45%
12
SAR
Saratoga Investment Corp.Financial ServicesAsset Management
3.41%
13.95%
14.53%
48
SATA
Strive, Inc. Variable Rate Series A Perpetual Pref...Financial ServicesAsset Management
4.73%
—7.89%—
SCM
Stellus Capital Investment CorporationFinancial ServicesAsset Management
-27.16%
9.82%
17.18%
11
SDEV
Stablecoin Development CorporationFinancial ServicesAsset Management
-96.03%
-60.29%
357.14%
46
SEIC
SEI Investments CompanyFinancial ServicesAsset Management
9.02%
6.98%
1.13%
47
SII
Sprott IncFinancial ServicesAsset Management
26.10%
—1.22%
87
SLFPY
Standard Life Aberdeen PLC ADRFinancial ServicesAsset Management
20.41%
4.83%
7.09%
80
SLRC
SLR Investment Corp.Financial ServicesAsset Management
-14.81%
5.53%
12.82%
12
SOR
Source Capital, Inc.Financial ServicesAsset Management
1.54%
9.32%
5.50%
68
SPMC
Sound Point Meridian Capital, IncFinancial ServicesAsset Management
-6.91%
—25.15%
18
SSSS
SuRo Capital Corp.Financial ServicesAsset Management
45.55%
18.87%
3.64%
92
STEP
StepStone Group Inc.Financial ServicesAsset Management
-29.59%
—3.30%
24
STT
State Street CorporationFinancial ServicesAsset Management
27.04%
13.32%
2.03%
93
TCPC
BlackRock TCP Capital Corp.Financial ServicesAsset Management
-29.43%
-2.24%
27.17%
4
TEAF
Ecofin Sustainable and Social Impact Term FundFinancial ServicesAsset Management——3.69%—
TGOPY
3i Group PLC ADRFinancial ServicesAsset Management
-32.69%
—3.60%
5
TPG
TPG Inc.Financial ServicesAsset Management
-33.77%
—5.44%
29
TPVG
TriplePoint Venture Growth BDC Corp.Financial ServicesAsset Management
-14.14%
5.81%
18.81%
26
TRIN
Trinity Capital Inc.Financial ServicesAsset Management
21.63%
—14.10%
81

Rows per page

201–220 of 244

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 17.34% and an average 5-year return of 3.06%, 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 · 809 StocksBanks - Regional · 546 StocksSoftware - Application · 399 StocksOther Industrial Metals & Mining · 264 StocksSpecialty Industrial Machinery · 237 StocksSoftware - Infrastructure · 234 StocksDrug Manufacturers - Specialty & Generic · 212 StocksOil & Gas E&P · 198 StocksMedical Devices · 190 StocksInformation Technology Services · 187 StocksPackaged Foods · 187 StocksCapital Markets · 180 StocksGold · 180 StocksAerospace & Defense · 171 StocksSpecialty Chemicals · 170 StocksTelecom Services · 163 StocksEngineering & Construction · 161 StocksAuto Parts · 152 StocksInternet Content & Information · 143 StocksReal Estate - Services · 133 StocksSemiconductors · 128 StocksCredit Services · 125 StocksEntertainment · 123 StocksElectrical Equipment & Parts · 120 StocksAuto Manufacturers · 117 StocksElectronic Components · 115 StocksRestaurants · 105 StocksOil & Gas Equipment & Services · 104 StocksSteel · 103 StocksConglomerates · 102 Stocks

Top Stocks Comparisons

Compare the top Stocks symbols based on PortfoliosLab usage data.
ARCC vs. BXSLARCC vs. HTGCARCC vs. SPYARCC vs. BIZDARCC vs. ARDCBLK vs. VOOBLK vs. SPYBLK vs. JPMBLK vs. GSBLK vs. QQQMAIN vs. JEPIMAIN vs. SCHDMAIN vs. VOOMAIN vs. HTGCMAIN vs. CSWCBX 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