The best asset management stocks depend on your portfolio and investment goals — while volatility can be ideal for day traders, long-term investors will want to look to stocks with steadier gains over time.
Top 11 stocks of Jul 2025
The top
portfolio management
stocks included on this page all trade on the S&P 500, have an analyst recommendation of "Buy" or better and are sorted by year-to-date performance.
Terms and conditions apply*. For 401k rollovers, existing SoFi IRA members must complete 401k rollovers via this link For SoFi members without a SoFi IRA, a SoFi IRA must first be opened, and 401k rollover must be completed utilizing Capitalize via this link. SoFi and Capitalize will charge no additional fees to process a 401(k) rollover to a SoFi IRA. SoFi is not liable for any costs incurred from the existing 401k provider for rollover. Please check with your 401k provider for any fees or costs associated with the rollover. For IRA contributions, only deposits made via ACH and cash transfer from SoFi Bank accounts are eligible for the match. Click here for the 1% Match terms and conditions.
Must be a SoFi Plus member at the time a recurring deposit is received into your SoFi Active or Automated investing account to qualify. Bonus calculated on net monthly recurring deposits made via ACH and paid out as Rewards Points. See Rewards Terms of Service. SoFi reserves the right to change or terminate this promotion at any time without notice. See terms and limitations. https://www.sofi.com/sofiplus/invest/#disclaimers
Sign up for an account. Provide your personal information and sign up.
Set up a funding method to pay for the transaction. Deposit funds into your account by linking your banking information.
Choose the stocks you want to buy. Search for the stock by name or ticker symbol like AMG or AMP.
Place your order. Buy the stock. It's that simple.
Take a deeper dive into asset management stocks
If you're interested in investing in the portfolio management industry, take a closer look at what companies in this industry do and how the stocks have historically performed. Keep in mind that positive past performance doesn't guarantee that a stock will continue to rise in the future.
1. Affiliated Managers Group (AMG)
Affiliated Managers Group, Inc. , through its affiliates, operates as an investment management company providing investment management services to mutual funds, institutional clients,retails and high net worth individuals in the United States. It provides advisory or sub-advisory services to mutual funds.
Affiliated Managers Group stock opened the day at $210.51 after a previous close of $208.70. The latest price was $210.22 (25-minute delay). Affiliated Managers Group is listed on the NYSE, has a trailing 12-month revenue of around USD2 billion and employs 4,100 staff.
Ameriprise Financial, Inc. , together with its subsidiaries, operates as a diversified financial services company in the United States and internationally. The company offers financial planning and advice services to individual and institutional clients.
Ameriprise Financial stock opened the day at $538.85 after a previous close of $536.58. The latest price was $536.96 (25-minute delay). Ameriprise Financial is listed on the NYSE, has a trailing 12-month revenue of around USD$18.1 billion and employs 13,600 staff.
BlackRock, Inc. is a privately owned investment manager. The firm primarily provides its services to institutional, intermediary, and individual investors including corporate, public, union, and industry pension plans, insurance companies, third-party mutual funds, endowments, public institutions, governments, foundations, charities, sovereign wealth funds, corporations, official institutions, and banks.
BlackRock stock opened the day at $1,104.17 after a previous close of $1,100.39. The latest price was $1,120.37 (25-minute delay). BlackRock is listed on the NYSE, has a trailing 12-month revenue of around USD$21 billion and employs 22,600 staff.
The Bank of New York Mellon Corporation provides a range of financial products and services in the United States and internationally. It operates through Securities Services, Market and Wealth Services, Investment and Wealth Management, and Other segments. The Securities Services segment offers custody, trust and depositary, accounting, exchange-traded funds, middle-office solutions, transfer agency, services for private equity and real estate funds, foreign exchange, securities lending, liquidity/lending services, and data analytics.
The Bank of New York Mellon Corporation stock opened the day at $99.50 after a previous close of $98.90. The latest price was $99.63 (25-minute delay). The Bank of New York Mellon Corporation is listed on the NYSE, has a trailing 12-month revenue of around USD$18.8 billion and employs 51,000 staff.
Franklin Resources, Inc. is a publicly owned asset management holding company. Through its subsidiaries, the firm provides its services to individuals, institutions, pension plans, trusts, and partnerships.
Franklin Resources stock opened the day at $24.66 after a previous close of $24.56. The latest price was $24.75 (25-minute delay). Franklin Resources is listed on the NYSE, has a trailing 12-month revenue of around USD$8.7 billion and employs 10,000 staff.
Janus Henderson Group plc is an asset management holding entity. Through its subsidiaries, the firm provides services to institutional, retail clients, and high net worth clients. It manages separate client-focused equity and fixed income portfolios.
Janus Henderson Group stock opened the day at $42.42 after a previous close of $42.20. The latest price was $42.85 (25-minute delay). Janus Henderson Group is listed on the NYSE, has a trailing 12-month revenue of around USD$2.5 billion and employs 2,308 staff.
AllianceBernstein Holding L. P. is a publicly owned investment manager. The firm is a related adviser The firm manages separate client focused portfolios for its clients.
AllianceBernstein Holding L-P stock opened the day at $42.21 after a previous close of $42.02. The latest price was $41.77 (25-minute delay). AllianceBernstein Holding L-P is listed on the NYSE and employs 4,341 staff.
Artisan Partners Asset Management Inc. is publicly owned investment manager. It provides its services to pension and profit sharing plans, trusts, endowments, foundations, charitable organizations, government entities, private funds and non-U. S.
Artisan Partners Asset Management stock opened the day at $46.33 after a previous close of $46.21. The latest price was $46.90 (25-minute delay). Artisan Partners Asset Management is listed on the NYSE, has a trailing 12-month revenue of around USD$1.1 billion and employs 584 staff.
Apollo Global Management, Inc. is a private equity firm specializing in investments in credit, private equity, infrastructure, secondaries and real estate markets. The firm prefers to invest in private and public markets.
Apollo Global Management LLC Class A stock opened the day at $151.00 after a previous close of $149.65. The latest price was $151.85 (25-minute delay). Apollo Global Management LLC Class A is listed on the NYSE, has a trailing 12-month revenue of around USD$24.4 billion and employs 5,141 staff.
Fidus Investment Corporation is a business development company. It specializing in leveraged buyouts, refinancings, change of ownership transactions, recapitalizations, strategic acquisitions, mezzanine, growth capital, business expansion, lower middle market investments, debt investments, subordinated and second lien loans, senior secured and unitranche debt, preferred equity, warrants, subordinated debt, senior subordinated notes, junior secured loans, and unitranche loans. It does not invest in turnarounds or distressed situations.
Fidus Investment stock opened the day at $21.55 after a previous close of $21.55. The latest price was $21.62 (25-minute delay). Fidus Investment is listed on the NASDAQ and has a trailing 12-month revenue of around USD$148 million.
Ares Management Corporation operates as an alternative asset manager in the United States, Europe, and Asia. The company's Tradable Credit Group segment manages various types of investment funds, such as commingled and separately managed accounts for institutional investors, and publicly traded vehicles and sub-advised funds for retail investors in the tradable and non-investment grade corporate credit markets. Its Direct Lending Group segment provides financing solutions to small-to-medium sized companies.
Ares Management stock opened the day at $180.00 after a previous close of $178.89. The latest price was $180.57 (25-minute delay). Ares Management is listed on the NYSE, has a trailing 12-month revenue of around USD$4.3 billion and employs 3,504 staff.
While it’s possible to turn a profit investing in asset management stocks, keep in mind that — like any investment — asset management stocks are not immune to risk. These stocks are subject to fluctuating conditions — both in the market and in the portfolio management industry, so carefully vet your picks before you invest. And if you’re new to investing, or if it’s been awhile since you’ve taken a critical look at your investing accounts, compare brokers to make sure you’re getting the best features in your trading account.
Paid non-client promotion. Finder does not invest money with providers on this page. If a brand is a referral partner, we're paid when you click or tap through to, open an account with or provide your contact information to the provider. Partnerships are not a recommendation for you to invest with any one company. Learn more about how we make money.
Finder is not an advisor or brokerage service. Information on this page is for educational purposes only and not a recommendation to invest with any one company, trade specific stocks or fund specific investments. All editorial opinions are our own.
Looking to invest in AI stocks? Here are some of the best artificial intelligence stocks available, along with tips to better understand AI investments.
A deep dive into the highlights and limitations of Robinhood.
Advertiser disclosure
Finder.com is an independent comparison platform and information service that aims to provide you with the tools you need to make better decisions. While we are independent, the offers that appear on this site are from companies from which Finder receives compensation. We may receive compensation from our partners for placement of their products or services. We may also receive compensation if you click on certain links posted on our site. While compensation arrangements may affect the order, position or placement of product information, it doesn't influence our assessment of those products. Please don't interpret the order in which products appear on our Site as any endorsement or recommendation from us. Finder compares a wide range of products, providers and services but we don't provide information on all available products, providers or services. Please appreciate that there may be other options available to you than the products, providers or services covered by our service.
We update our data regularly, but information can change between updates. Confirm details with the provider you're interested in before making a decision.
How likely would you be to recommend Finder to a friend or colleague?
0
1
2
3
4
5
6
7
8
9
10
Very UnlikelyExtremely Likely
Required
Thank you for your feedback.
Our goal is to create the best possible product, and your thoughts, ideas and suggestions play a major role in helping us identify opportunities to improve.