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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
CRBG
Corebridge Financial Inc.Financial ServicesAsset Management
-10.02%
—3.61%
23
CSWC
Capital Southwest CorporationFinancial ServicesAsset Management
9.58%
17.23%
12.70%
76
CWD
CaliberCos Inc. Class A Common StockFinancial ServicesAsset Management
-32.14%
—0.00%
40
CXE
MFS High Income Municipal TrustFinancial ServicesAsset Management
1.94%
1.24%
6.81%
74
CXH
MFS Investment Grade Municipal TrustFinancial ServicesAsset Management
0.24%
1.71%
7.56%
70
DHIL
Diamond Hill Investment Group, Inc.Financial ServicesAsset Management——4.00%—
DMF
BNY Mellon Municipal Income, Inc.Financial ServicesAsset Management——1.12%—
DNP
DNP Select Income Fund Inc.Financial ServicesAsset Management
10.79%
8.14%
7.27%
87
DTF
DTF Tax-Free Income 2028 Term Fund Inc.Financial ServicesAsset Management
1.52%
0.03%
3.41%
74
DXYZ
Destiny Tech100 IncFinancial ServicesAsset Management
36.43%
—0.00%
49
ECC
Eagle Point Credit Company IncFinancial ServicesAsset Management
-20.95%
2.44%
37.44%
10
ECCC
Eagle Point Credit Company Inc.Financial ServicesAsset Management
2.27%
—6.59%
82
ECF
Ellsworth Growth and Income Fund Ltd.Financial ServicesAsset Management
13.12%
12.69%
7.11%
86
EFR
Eaton Vance Senior Floating-Rate TrustFinancial ServicesAsset Management
-2.27%
5.48%
9.07%
24
EFT
Eaton Vance Floating-Rate Income TrustFinancial ServicesAsset Management
-2.34%
5.27%
9.32%
23
EIC
Eagle Point Income Company Inc.Financial ServicesAsset Management
-2.70%
—14.54%
29
EICC
Eagle Point Income Company IncFinancial ServicesAsset Management——6.67%—
EOT
Eaton Vance National Municipal Opportunities TrustFinancial ServicesAsset Management
1.93%
1.61%
4.85%
69
EQS
Equus Total Return, Inc.Financial ServicesAsset Management
-3.17%
-2.25%
0.00%
46
ERC
Allspring Multi-Sector Income FundFinancial ServicesAsset Management
0.09%
6.26%
9.70%
56

Rows per page

61–80 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