Best Asset Management Stocks
Mutual funds, ETFs, hedge funds, RIAs. Highest-ROIC business in finance when assets compound + fees are sticky - but vulnerable to passive-investing fee compression.
Industry leader
Hamilton Lane Incorporated HLNE
Buffett-Fit: 68/100
What drives this industry
Asset managers compound through AUM growth + fee retention. BlackRock + Blackstone + Brookfield show the model: scale + sticky fees on long-duration assets = decade-long compounders. The risk: passive-investing fee compression has eroded traditional active-equity manager economics; only the largest survive.
Top 50 ranked by Buffett-Fit
Sorted by composite quality score - ROIC, margin stability, balance-sheet strength, growth quality. Click any ticker for the full Buffett verdict.
- 1
HLNEHamilton Lane Incorporated5.0B mcap
68Q - 2
WTWisdomTree, Inc.2.9B mcap
67Q - 3
TPGTPG Inc.16.0B mcap
66Q - 4
SIISprott Inc.3.2B mcap
65Q - 5
ARESAres Management Corporation40.9B mcap
64Q - 6
AAMIAcadian Asset Management2.6B mcap
63Q - 7
GAINNGladstone Investment Corporation 5.00% Notes Due 2026560M mcap
63Q - 8
GAINZGladstone Investment Corporation 4.875% Notes due 2028567M mcap
63Q - 9
SEICSEI Investments Company10.9B mcap
63Q - 10
APOApollo Global Management, Inc.74.1B mcap
62Q - 11
GCMGGCM Grosvenor Inc.2.0B mcap
61Q - 12
FHIFederated Hermes, Inc.4.2B mcap
60Q - 13
OTFBlue Owl Technology Finance Corp.4.9B mcap
59Q - 14
PAXPatria Investments Limited1.8B mcap
59Q - 15
VGMInvesco Trust for Investment Grade Municipals546M mcap
59Q - 16
BCATBlackRock Capital Allocation Trust1.6B mcap
58Q - 17
MFICMidCap Financial Investment Corporation873M mcap
58Q - 18
BXBlackstone Inc.142.4B mcap
57Q - 19
PDOPimco Dynamic Income Opportunities Fund1.8B mcap
57Q - 20
ARCCAres Capital Corporation13.3B mcap
56Q - 21
AMPAmeriprise Financial, Inc.40.7B mcap
56Q - 22
CNSCohen & Steers, Inc.3.7B mcap
56Q - 23
APOSApollo Global Management, Inc.15.1B mcap
56Q - 24
HFDGA Core Plus Absolute Return ETF863M mcap
56Q - 25
VKQInvesco Municipal Trust530M mcap
56Q - 26
BAMBrookfield Asset Management Ltd.76.5B mcap
56Q - 27
VMOInvesco Municipal Opportunity Trust643M mcap
56Q - 28
BENFranklin Resources, Inc.16.1B mcap
55Q - 29
VCTRVictory Capital Holdings, Inc.5.4B mcap
55Q - 30
FCRXCrescent Capital BDC, Inc.932M mcap
55Q - 31
HTGCHercules Capital, Inc.2.9B mcap
54Q - 32
GSBDGoldman Sachs BDC, Inc.997M mcap
54Q - 33
OXLCGOxford Lane Capital Corp. 7.95% Notes due 20328.6B mcap
54Q - 34
OWLBlue Owl Capital Inc.15.7B mcap
54Q - 35
NEWTPNewtekOne, Inc. Depositary Shares, Non-Cumulative Perpetual Preferred Stock, Series B668M mcap
54Q - 36
NEWTZNewtek Business Services Corp. 5.50% Notes Due 2026721M mcap
54Q - 37
MAINMain Street Capital Corporation4.6B mcap
53Q - 38
APAMArtisan Partners Asset Management Inc.2.7B mcap
53Q - 39
TYGTortoise Energy Infrastructure Corporation796M mcap
53Q - 40
MGRAffiliated Managers Group, Inc.6.0B mcap
53Q - 41
KKRKKR & Co. Inc.84.4B mcap
53Q - 42
MFICLMidCap Financial Investment Corporation 8.00% Notes due 20282.4B mcap
53Q - 43
NCDLNuveen Churchill Direct Lending Corp.635M mcap
53Q - 44
VINPVinci Compass Investments Ltd.640M mcap
52Q - 45
GENBGenerate Biomedicines, Inc.1.9B mcap
52Q - 46
CGThe Carlyle Group Inc.16.4B mcap
52Q - 47
AMGAffiliated Managers Group, Inc.8.0B mcap
51Q - 48
BTTBlackrock Municipal 2030 Target Term Trust1.4B mcap
51Q - 49
ECATBlackRock ESG Capital Allocation Trust1.5B mcap
51Q - 50
BLKBlackRock, Inc.166.6B mcap
51Q
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Key terms in this analysis
Educational framework analysis only. Not investment advice, not a recommendation, not personalized to your situation. Always do your own research.