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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
467
Median 1Y Volatility
24.88%
Avg. Dividend Yield
7.14%
Avg. 1 Year Return
17.34%
Median P/E Ratio
7.06
Median Risk/Return Score
57 / 100
Asset Management Stock List

243 results

SymbolFull NameSectorIndustryYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
IQI
Invesco Quality Municipal Income TrustFinancial ServicesAsset Management
2.36%
2.43%
7.66%
76
IVZ
Invesco Ltd.Financial ServicesAsset Management
5.77%
3.90%
3.09%
92
JBAXY
Julius Baer Group LtdFinancial ServicesAsset Management
9.15%
10.26%
4.07%
74
JHG
Janus Henderson Group plcFinancial ServicesAsset Management
8.81%
9.56%
1.55%
91
JHI
John Hancock Investors TrustFinancial ServicesAsset Management
-1.97%
6.27%
9.46%
58
JHS
John Hancock Income Securities TrustFinancial ServicesAsset Management
-4.55%
2.64%
5.49%
53
JRI
Nuveen Real Asset Income and Growth FundFinancial ServicesAsset Management
-1.93%
6.94%
12.66%
61
JRS
Nuveen Real Estate Income FundFinancial ServicesAsset Management
9.98%
5.49%
8.25%
68
JXN
Jackson Financial Inc.Financial ServicesAsset Management
2.01%
—3.06%
73
KKR
KKR & Co. Inc.Financial ServicesAsset Management
-26.46%
22.90%
0.80%
20
KTF
DWS Municipal Income TrustFinancial ServicesAsset Management
3.42%
1.07%
8.42%
81
LEO
BNY Mellon Strategic Municipals, Inc.Financial ServicesAsset Management
2.16%
1.07%
4.52%
79
LGGNY
Legal & General Group PlcFinancial ServicesAsset Management
9.46%
9.18%
7.91%
59
LIEN
Chicago Atlantic BDC, IncFinancial ServicesAsset Management
-1.71%
—13.89%
53
MAAS
Highest Performances Holdings IncFinancial ServicesAsset Management
97.41%
—0.00%
83
MAIN
Main Street Capital CorporationFinancial ServicesAsset Management
-11.78%
13.05%
8.26%
36
MCI
Barings Corporate InvestorsFinancial ServicesAsset Management
-3.87%
7.70%
9.38%
30
MCR
MFS Charter Income TrustFinancial ServicesAsset Management
-1.42%
5.21%
9.00%
51
MFIC
MidCap Financial Investment CorporationFinancial ServicesAsset Management
-5.55%
7.60%
13.84%
25
MFM
MFS Municipal Income TrustFinancial ServicesAsset Management
1.10%
1.55%
5.36%
72

Rows per page

121–140 of 243

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 · 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 · 125 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. 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