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
- 465
- Median 1Y Volatility
- 24.74%
- Avg. Dividend Yield
- 7.33%
- Avg. 1 Year Return
- 17.36%
- Median P/E Ratio
- 7.08
- Median Risk/Return Score
- 57 / 100
Asset Management Stock List
245 results
| Symbol | Full Name | Sector | Industry | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco Senior Income Trust | Financial Services | Asset Management | -2.51% | 5.86% | 14.85% | 18 | ||||||||
| WhiteHorse Finance, Inc. | Financial Services | Asset Management | 2.81% | 8.48% | 23.50% | 26 | ||||||||
| WisdomTree Inc. | Financial Services | Asset Management | 49.65% | 6.94% | 0.66% | 87 | ||||||||
| Waton Financial Ltd | Financial Services | Asset Management | -12.12% | — | 0.00% | 17 | ||||||||
| ZeroStack Corp. | Financial Services | Asset Management | -23.00% | — | 0.00% | 14 |
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.
| Symbol | Name | Risk / Return Rank |
|---|---|---|
| Acadian Asset Management Inc | 95 | |
| Oxford Lane Capital Corp. | 95 | |
| Royce Micro-Cap Trust, Inc. | 95 | |
| Sprott Focus Trust, Inc. | 94 | |
| 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 17.36% and an average 5-year return of 3.06%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y |
|---|---|---|
| Victory Capital Holdings, Inc. | 27.77% | |
| Acadian Asset Management Inc | 27.39% | |
| Sprott Inc | 25.05% | |
| WisdomTree Inc. | 23.00% | |
| Ares Management Corporation | 21.10% |
Top Stocks Industries
Biotechnology · 806 StocksBanks - Regional · 541 StocksSoftware - Application · 397 StocksOther Industrial Metals & Mining · 254 StocksSpecialty Industrial Machinery · 237 StocksSoftware - Infrastructure · 233 StocksDrug Manufacturers - Specialty & Generic · 209 StocksOil & Gas E&P · 195 StocksMedical Devices · 189 StocksPackaged Foods · 187 StocksInformation Technology Services · 186 StocksCapital Markets · 176 StocksGold · 174 StocksAerospace & Defense · 170 StocksSpecialty Chemicals · 169 StocksEngineering & Construction · 161 StocksTelecom Services · 158 StocksAuto Parts · 152 StocksInternet Content & Information · 143 StocksReal Estate - Services · 131 StocksSemiconductors · 128 StocksCredit Services · 123 StocksEntertainment · 122 StocksElectrical Equipment & Parts · 120 StocksAuto Manufacturers · 117 StocksElectronic Components · 115 StocksOil & Gas Equipment & Services · 103 StocksRestaurants · 103 StocksSteel · 103 StocksConglomerates · 102 Stocks
Top Stocks Comparisons
Compare the top Stocks symbols based on PortfoliosLab usage data.
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