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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
PMM
Putnam Managed Municipal Income TrustFinancial ServicesAsset Management
1.34%
2.68%
5.11%
72
PMO
Putnam Municipal Opportunities TrustFinancial ServicesAsset Management
-0.77%
2.43%
4.53%
76
PNNT
PennantPark Investment CorporationFinancial ServicesAsset Management
-29.65%
6.89%
24.87%
6
PSEC
Prospect Capital CorporationFinancial ServicesAsset Management
-6.62%
-0.27%
23.77%
21
PSHZF
Pershing Square Holdings LtdFinancial ServicesAsset Management
-16.76%
14.52%
1.29%
43
PTMN
Portman Ridge Finance CorporationFinancial ServicesAsset Management
-33.20%
-1.31%
20.14%
11
RAND
Rand Capital CorporationFinancial ServicesAsset Management
-6.15%
1.51%
16.95%
19
RCG
RENN Fund, Inc.Financial ServicesAsset Management
8.17%
9.74%
0.77%
51
RGT
Royce Global Value Trust, Inc.Financial ServicesAsset Management
6.94%
9.98%
1.36%
77
RLTY
Cohen & Steers Real Estate Opportunities & Income ...Financial ServicesAsset Management
10.92%
—8.39%
69
RMCO
Royalty Management Holding CorporationFinancial ServicesAsset Management
-17.39%
—0.39%
78
RMCOW
Royalty Management Holding CorporationFinancial ServicesAsset Management
12.08%
—0.00%
89
RMM
Rivernorth Managed Duration Municipal Income Fund ...Financial ServicesAsset Management
9.87%
—7.28%
78
RMT
Royce Micro-Cap Trust, Inc.Financial ServicesAsset Management
33.90%
14.98%
5.75%
95
RNP
Cohen & Steers REIT and Preferred Income Fund, Inc...Financial ServicesAsset Management
8.73%
9.09%
7.81%
46
RPC
Ridgepost Capital, IncFinancial ServicesAsset Management
-16.97%
—1.89%
26
RQI
Cohen & Steers Quality Income Realty FundFinancial ServicesAsset Management
22.76%
9.08%
8.43%
73
RVI
Robinhood Ventures Fund IFinancial ServicesAsset Management——0.00%—
RVT
Royce Value Trust Inc.Financial ServicesAsset Management
11.45%
12.49%
8.05%
81
SAMG
Silvercrest Asset Management Group Inc.Financial ServicesAsset Management
-25.58%
3.54%
7.45%
12

Rows per page

181–200 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