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Asset Management Stock List

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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
448
Median 1Y Volatility
25.25%
Avg. Dividend Yield
7.41%
Avg. 1 Year Return
9.15%
Median P/E Ratio
7.27
Median Risk/Return Score
58 / 100
Asset Management Stock List

233 results

SymbolFull NameSectorIndustryYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
GRF
Eagle Capital Growth Fund, Inc.Financial ServicesAsset Management
-4.35%
10.69%
8.30%
59
GROW
U.S. Global Investors, Inc.Financial ServicesAsset Management
22.61%
5.55%
3.10%
61
GRX
The Gabelli Healthcare & Wellness TrustFinancial ServicesAsset Management
3.00%
4.53%
7.11%
67
HERZ
Herzfeld Credit Income Fund, Inc.Financial ServicesAsset Management
-22.41%
—87.04%
67
HLNE
Hamilton Lane IncorporatedFinancial ServicesAsset Management
-36.20%
—2.62%
7
HNNA
Hennessy Advisors, Inc.Financial ServicesAsset Management
10.53%
-3.06%
8.81%
25
HQH
Tekla Healthcare InvestorsFinancial ServicesAsset Management
17.49%
8.13%
11.10%
92
HQL
Tekla Life Sciences InvestorsFinancial ServicesAsset Management
24.25%
10.57%
10.44%
96
HRZN
Horizon Technology Finance CorporationFinancial ServicesAsset Management
-12.90%
2.15%
32.47%
23
HTGC
Hercules Capital, Inc.Financial ServicesAsset Management
-7.38%
13.43%
13.70%
34
ICMB
Investcorp Credit Management BDC, Inc.Financial ServicesAsset Management
-71.12%
-10.94%
35.91%
3
IGI
Western Asset Investment Grade Defined Opportunity...Financial ServicesAsset Management
0.11%
1.71%
5.30%
59
IIM
Invesco Value Municipal Income TrustFinancial ServicesAsset Management
7.68%
2.43%
7.28%
88
INV
Innventure, IncFinancial ServicesAsset Management
-25.12%
—0.00%
32
IQI
Invesco Quality Municipal Income TrustFinancial ServicesAsset Management
6.16%
2.59%
7.48%
90
IVZ
Invesco Ltd.Financial ServicesAsset Management
14.71%
5.25%
2.85%
84
JBAXY
Julius Baer Group LtdFinancial ServicesAsset Management
20.24%
12.46%
3.69%
79
JHG
Janus Henderson Group plcFinancial ServicesAsset Management————
JHI
John Hancock Investors TrustFinancial ServicesAsset Management
1.18%
5.35%
9.36%
58
JHS
John Hancock Income Securities TrustFinancial ServicesAsset Management
-4.17%
2.49%
5.64%
53

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101–120 of 233

Best Asset Management Stocks by Risk/Return Score

The top Asset Management Stocks by PortfoliosLab Risk/Return Score are MAAS (98) and HQL (96). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
SymbolNameRisk / Return Rank
MAAS
Highest Performances Holdings Inc
98
HQL
Tekla Life Sciences Investors
96
STT
State Street Corporation
96
OXLCP
Oxford Lane Capital Corp.
96
RMT
Royce Micro-Cap Trust, Inc.
95

Best-Performing Asset Management Stocks Over 5 Years

The top Asset Management Stocks is WT (29.45%). Across the lineup, Asset Management Stocks show an average 1-year return of 9.15% and an average 5-year return of 3.38%, providing a clearer view of performance across different investment horizons.
SymbolNameReturn 5Y
WT
WisdomTree Inc.
29.45%
VCTR
Victory Capital Holdings, Inc.
29.44%
AAMI
Acadian Asset Management Inc
28.31%
SII
Sprott Inc
25.95%
TRIN
Trinity Capital Inc.
21.60%

Top Stocks Industries

Biotechnology · 752 StocksBanks - Regional · 520 StocksSoftware - Application · 365 StocksOther Industrial Metals & Mining · 249 StocksSpecialty Industrial Machinery · 231 StocksSoftware - Infrastructure · 222 StocksDrug Manufacturers - Specialty & Generic · 206 StocksOil & Gas E&P · 188 StocksInformation Technology Services · 184 StocksMedical Devices · 183 StocksPackaged Foods · 181 StocksGold · 172 StocksAerospace & Defense · 171 StocksCapital Markets · 170 StocksSpecialty Chemicals · 169 StocksEngineering & Construction · 159 StocksTelecom Services · 156 StocksAuto Parts · 151 StocksInternet Content & Information · 138 StocksSemiconductors · 128 StocksReal Estate - Services · 125 StocksCredit Services · 119 StocksElectrical Equipment & Parts · 117 StocksElectronic Components · 115 StocksEntertainment · 113 StocksAuto Manufacturers · 110 StocksConglomerates · 101 StocksOil & Gas Equipment & Services · 101 StocksSteel · 101 StocksMedical Instruments & Supplies · 98 Stocks

Top Stocks Comparisons

Compare the top Stocks symbols based on PortfoliosLab usage data.
ARCC vs. BXSLARCC vs. HTGCARCC vs. SPYARCC vs. BIZDARCC vs. JEPIBLK vs. VOOBLK vs. SPYBLK vs. JPMBLK vs. GSBLK vs. QQQMAIN vs. JEPIMAIN vs. SCHDMAIN vs. VOOMAIN vs. CSWCMAIN vs. HTGCBX 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. JEPIBN vs. BAMBN vs. BEPBN vs. SPYBN vs. BIPCBN vs. VFV.TOKKR vs. APOKKR vs. CGKKR vs. SPYKKR vs. BRK-BKKR vs. VOOUTG vs. UTFUTG vs. XLUUTG vs. VPUUTG vs. SCHDUTG vs. ASGIOBDC vs. OWLOBDC vs. BXSLOBDC vs. FSKOBDC vs. CSWCOBDC vs. O