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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
25.24%
Avg. Dividend Yield
7.37%
Avg. 1 Year Return
9.36%
Median P/E Ratio
7.22
Median Risk/Return Score
59 / 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
OXLC
Oxford Lane Capital Corp.Financial ServicesAsset Management
-6.23%
5.60%
69.43%
28
OXLCN
Oxford Lane Capital Corp. 7.125% Series 2029 Term ...Financial ServicesAsset Management
5.43%
—7.25%
82
OXLCO
Oxford Lane Capital Corp.Financial ServicesAsset Management
7.05%
—6.21%
75
OXLCP
Oxford Lane Capital Corp.Financial ServicesAsset Management
4.37%
—5.21%
96
OXSQ
Oxford Square Capital Corp.Financial ServicesAsset Management
-3.47%
—28.57%
24
PAX
Patria Investments LimitedFinancial ServicesAsset Management
-28.11%
—5.50%
28
PDI
PIMCO Dynamic Income FundFinancial ServicesAsset Management
0.45%
7.02%
16.25%
40
PDO
PIMCO Dynamic Income Opportunities FundFinancial ServicesAsset Management
1.40%
—11.69%
71
PFLT
PennantPark Floating Rate Capital Ltd.Financial ServicesAsset Management
-16.38%
4.75%
16.62%
7
PFX
PhenixFIN CorporationFinancial ServicesAsset Management
-0.89%
-7.93%
0.94%
29
PGZ
Principal Real Estate Income FundFinancial ServicesAsset Management
9.84%
4.44%
12.32%
72
PHK
PIMCO High Income FundFinancial ServicesAsset Management
2.97%
3.60%
12.36%
70
PHYS
Sprott Physical Gold TrustFinancial ServicesAsset Management
-6.60%
10.90%
0.00%
63
PMM
Putnam Managed Municipal Income TrustFinancial ServicesAsset Management
6.46%
3.11%
4.58%
85
PMO
Putnam Municipal Opportunities TrustFinancial ServicesAsset Management
1.34%
2.51%
4.20%
82
PNNT
PennantPark Investment CorporationFinancial ServicesAsset Management
-37.09%
4.43%
27.54%
3
PSEC
Prospect Capital CorporationFinancial ServicesAsset Management
-8.56%
-1.34%
24.19%
15
PSHZF
Pershing Square Holdings, Ltd.Financial ServicesAsset Management
-22.06%
14.02%
1.38%
27
RAND
Rand Capital CorporationFinancial ServicesAsset Management
-7.07%
3.11%
17.11%
8
RCG
RENN Fund, Inc.Financial ServicesAsset Management
16.73%
11.18%
0.72%
61

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161–180 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 (97). 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
97
STT
State Street Corporation
96
OXLCP
Oxford Lane Capital Corp.
96
RMT
Royce Micro-Cap Trust, Inc.
96

Best-Performing Asset Management Stocks Over 5 Years

The top Asset Management Stocks is WT (30.67%). Across the lineup, Asset Management Stocks show an average 1-year return of 9.36% and an average 5-year return of 3.46%, providing a clearer view of performance across different investment horizons.
SymbolNameReturn 5Y
WT
WisdomTree Inc.
30.67%
VCTR
Victory Capital Holdings, Inc.
30.08%
AAMI
Acadian Asset Management Inc
29.07%
SII
Sprott Inc
27.59%
TRIN
Trinity Capital Inc.
21.94%

Top Stocks Industries

Biotechnology · 752 StocksBanks - Regional · 520 StocksSoftware - Application · 365 StocksOther Industrial Metals & Mining · 249 StocksSpecialty Industrial Machinery · 231 StocksSoftware - Infrastructure · 221 StocksDrug Manufacturers - Specialty & Generic · 206 StocksOil & Gas E&P · 188 StocksInformation Technology Services · 185 StocksMedical Devices · 183 StocksPackaged Foods · 181 StocksGold · 172 StocksAerospace & Defense · 171 StocksCapital Markets · 169 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