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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
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

242 results

SymbolFull NameSectorIndustryYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
BNBX
BNB Plus CorpFinancial ServicesAsset Management
-56.02%
-77.79%
0.00%
6
BST
BlackRock Science and Technology TrustFinancial ServicesAsset Management
17.01%
19.47%
9.13%
84
BTA
BlackRock Long-Term Municipal Advantage TrustFinancial ServicesAsset Management——4.58%—
BTT
Blackrock Municipal 2030 Target Term TrustFinancial ServicesAsset Management
0.18%
2.73%
2.46%
81
BTX
BlackRock Technology and Private Equity Term TrustFinancial ServicesAsset Management
37.95%
—8.42%
80
BTZ
BlackRock Credit Allocation Income TrustFinancial ServicesAsset Management
-2.90%
5.69%
9.97%
50
BUI
BlackRock Utilities, Infrastructure & Power Opport...Financial ServicesAsset Management
11.75%
10.84%
9.57%
82
BUR
Burford Capital LtdFinancial ServicesAsset Management
-49.44%
-0.01%
2.81%
6
BX
Blackstone Inc.Financial ServicesAsset Management
-23.59%
21.04%
4.31%
27
BXSL
Blackstone Secured Lending FundFinancial ServicesAsset Management
-7.49%
—13.07%
13
BYM
BlackRock Municipal Income Quality TrustFinancial ServicesAsset Management——4.52%—
CCAP
Crescent Capital BDC, Inc.Financial ServicesAsset Management
-17.94%
—15.84%
16
CCD
Calamos Dynamic Convertible and Income FundFinancial ServicesAsset Management
23.95%
13.62%
9.36%
89
CET
Central Securities Corp.Financial ServicesAsset Management
3.53%
16.21%
5.14%
80
CEV
Eaton Vance California Municipal Income TrustFinancial ServicesAsset Management
4.48%
1.51%
5.86%
75
CG
The Carlyle Group Inc.Financial ServicesAsset Management
-25.42%
15.44%
3.22%
38
CGBD
TCG BDC, Inc.Financial ServicesAsset Management
-11.68%
—15.04%
15
CION
CION Investment CorporationFinancial ServicesAsset Management
-25.80%
—18.15%
21
CMU
MFS High Yield Municipal TrustFinancial ServicesAsset Management
0.53%
1.58%
8.46%
68
CNS
Cohen & Steers, Inc.Financial ServicesAsset Management
20.11%
11.67%
3.49%
42

Rows per page

41–60 of 242

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.
ARCC vs. OBDCARCC vs. BXSLARCC vs. HTGCARCC vs. SPYARCC vs. BIZDBLK vs. VOOBLK vs. SPYBLK vs. JPMBLK vs. GSBLK vs. QQQMAIN vs. JEPIMAIN vs. SCHDMAIN vs. VOOMAIN vs. HTGCMAIN vs. CSWCBX vs. VOOBX vs. BAMBX vs. ARESBX vs. CGBX vs. QQQPHYS vs. GLDPHYS vs. IAUPHYS vs. GLDMPHYS vs. SGOLPHYS vs. KILO.TOPDI vs. PDOPDI vs. PTYPDI vs. GOFPDI vs. PCNPDI vs. JEPIKKR vs. CGKKR vs. SPYKKR vs. BRK-BKKR vs. VOOKKR vs. QQQBN vs. BAMBN vs. BEPBN vs. SPYBN vs. BIPCBN vs. VFV.TOUTG vs. UTFUTG vs. XLUUTG vs. VPUUTG vs. SCHDUTG vs. ASGIAPO vs. ARESAPO vs. SPYAPO vs. OWLAPO vs. CGAPO vs. MKL