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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
469
Median 1Y Volatility
24.88%
Avg. Dividend Yield
7.30%
Avg. 1 Year Return
17.34%
Median P/E Ratio
7.08
Median Risk/Return Score
57 / 100
Asset Management Stock List

245 results

SymbolFull NameSectorIndustryYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
TRIN
Trinity Capital Inc.Financial ServicesAsset Management
21.63%
—14.10%
81
TROW
T. Rowe Price Group, Inc.Financial ServicesAsset Management
5.07%
7.33%
4.82%
63
TSLX
Sixth Street Specialty Lending, Inc.Financial ServicesAsset Management
-17.77%
11.60%
11.10%
13
TWAV
TaoWeave, Inc.Financial ServicesAsset Management
-7.18%
-51.85%
0.00%
23
TY
Tri-Continental CorporationFinancial ServicesAsset Management
7.05%
14.05%
11.31%
91
USA
Liberty All-Star Equity FundFinancial ServicesAsset Management
-2.96%
11.88%
11.79%
29
UTF
Cohen & Steers Infrastructure Fund, IncFinancial ServicesAsset Management
16.10%
11.40%
6.89%
67
UTG
Reaves Utility Income TrustFinancial ServicesAsset Management
14.27%
10.40%
5.83%
77
VCTR
Victory Capital Holdings, Inc.Financial ServicesAsset Management
39.69%
—2.24%
76
VCV
Invesco California Value Municipal Income TrustFinancial ServicesAsset Management
-1.26%
2.43%
7.27%
70
VFL
Delaware Investments National Municipal Income Fun...Financial ServicesAsset Management
1.59%
1.52%
5.89%
78
VGM
Invesco Trust for Investment Grade MunicipalsFinancial ServicesAsset Management
-0.13%
1.92%
7.72%
76
VINP
Vinci Partners Investments Ltd.Financial ServicesAsset Management
-23.81%
—6.66%
49
VKI
Invesco Advantage Municipal Income Trust IIFinancial ServicesAsset Management
0.17%
1.86%
7.57%
75
VKQ
Invesco Municipal TrustFinancial ServicesAsset Management
3.91%
2.22%
7.76%
84
VLT
Invesco High Income Trust IIFinancial ServicesAsset Management
-3.05%
6.24%
10.87%
62
VMO
Invesco Municipal Opportunity TrustFinancial ServicesAsset Management
4.22%
1.68%
7.76%
82
VPV
Invesco Pennsylvania Value Municipal Income TrustFinancial ServicesAsset Management
10.41%
3.06%
7.15%
90
VRTS
Virtus Investment Partners, Inc.Financial ServicesAsset Management
-7.30%
9.17%
6.45%
32
VTN
Invesco Trust for Investment Grade New York Munici...Financial ServicesAsset Management
-0.99%
1.71%
7.43%
79

Rows per page

221–240 of 245

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