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Top 9 Undervalued Asset Management Stocks to Buy

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In this article, we will take a look at the Top 9 Undervalued Asset Management Stocks to Buy.

Wealth management and brokerage stocks have held firm in one of the most unpredictable years characterized by mounting economic and trade policy uncertainty. While uncertainties threatened to cut short a boom in investor trading activity, the segment has remained resilient, supported by a robust US economy and accommodative monetary policies.

Likewise, the rebound in asset management that began in 2024 continued into the first half of the year. The global assets under management hit a record high of $147 trillion as of the end of June, as most managers shrugged off the uncertainties triggered by President Donald Trump’s tariffs and trade war.

According to Moody’s, the resilience in the asset management sector comes amid emerging trends and a dynamic digital and economic landscape. For starters, private credit is becoming a key puzzle in asset management as non-bank institutions increasingly reshape capital investment by providing businesses with flexible alternatives to traditional bank lending.

“At Moody’s, we anticipate the size and scope of global private credit markets will continue to grow rapidly through 2025, driven by potentially lower interest rates, and solid economic strength in the US and Europe. Global private credit assets under management are projected to reach $3 trillion by 2028, reflecting greater momentum than in recent years, as outlined in our 2025 Outlook,” Moody’s wrote in a blog post.

According to analysts at Goldman Sachs, a series of bad loans clipping the wings of alternative asset manager stocks is presenting a window of opportunity for some high-flying names. With that in mind, let’s take a look at some of the top undervalued asset management stocks to buy as US markets flirt with record highs.

Our Methodology

To identify the top undervalued asset management stocks to buy, we used the Finviz stock screener and other online sources to compile an initial group of US-listed equities. From this pool, we focused on companies with significant exposure to asset management and that are popular among elite hedge funds, as of Q2 2025. We further trimmed our list by focusing on stocks with a price-to-earnings multiple of less than 20 and an upside potential of more than 20% (as of November 7). The final list is ranked in ascending order by the number of hedge funds holding stakes in the stocks.

Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research shows we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).

Top Undervalued Asset Management Stocks to Buy

9. HA Sustainable Infrastructure Capital (NYSE:HASI)

Stock Upside Potential: 42.42%

Forward Price to Earnings Ratio: 10.74

Number of Hedge Fund Holders: 4

HA Sustainable Infrastructure Capital (NYSE:HASI) is one of the top undervalued asset management stocks to buy. On November 7, Baird revised its outlook on HA Sustainable Infrastructure Capital (NYSE:HASI), increasing the price target from $39 to $40 while maintaining its Outperform rating. The adjustment came after the company’s third-quarter performance, which featured record earnings and an upward revision to its guidance, prompting the firm to update its valuation model.

A day earlier, on November 6, the company delivered strong third-quarter results. The company delivered adjusted earnings per share of $0.80, a significant improvement from $0.52 delivered in the same quarter last year. Adjusted Recurring net Investment Income increased 42% year-over-year to $105 million as managed assets increased 15% to $15 billion. During the quarter, the company closed $649 million in new transactions and is on track to close $3 billion in new transactions by year-end. The company also closed a $1.2 billion investment in a 2.6 GW renewable project, taking its pipeline to more than $6 billion.

During Hannon Armstrong’s Q3 2025 earnings call, CEO Jeff Lipson expressed confidence in the company’s outlook, citing rising energy demand and steady market conditions as key drivers of growth. He said the firm is well-equipped to perform across different rate environments, thanks to strong assets, smart hedging, and its CCH1 platform.

Lipson also highlighted a $6 billion pipeline and steady interest in renewables, energy efficiency, and newer asset classes. He believes the company’s broad investment approach and disciplined execution will support long-term gains and deliver value to shareholders.

HA Sustainable Infrastructure Capital (NYSE:HASI) is an asset management company that invests across various asset classes, including utility-scale solar, onshore wind, storage, distributed solar, and energy efficiency projects.

8. Burford Capital (NYSE:BUR)

Stock Upside Potential: 121.94%

Forward Price to Earnings Ratio: 9.68

Number of Hedge Fund Holders: 6

Burford Capital (NYSE:BUR) is one of the top undervalued asset management stocks to buy. On November 5, CEO Christopher Bogart reiterated that Burford Capital (NYSE:BUR) is growing at a rate that will enable it to double the size of the platform by 2030.

The remarks are in stark contrast to the disappointing third-quarter results, in which revenues came in at $69.8 million, a significant decline from the $249.11 million reported in the same quarter last year. The company reported a net loss of $20.27 million, compared to an income of $157.86 million in the same quarter of the previous year.

Amidst the disappointing financial results, the company experienced a 61% increase in third-quarter deployments, affirming strong business activity. The company kept up its growth pace, securing $637 million in new firm commitments, up 52% from the same period last year. It also broadened its operations across multiple regions to help spread out risk and strengthen its overall business mix.

Chris Bogart, CEO of Burford Capital, shared that the firm’s portfolio had been performing strongly, with cash returns reaching a new high over a rolling three-year period and 61 assets already generating income this year. He acknowledged the growing interest in the YPF case and expressed optimism about its outlook. At the same time, he pointed out that most of Burford’s operations are unrelated to YPF and continue to expand steadily.

Burford Capital (NYSE:BUR) provides financing and asset management services for law-related activities, with a focus on commercial litigation and arbitration. It also offers capital to businesses and law firms to fund legal fees and expenses, in return for which it receives a share of the recovery from the dispute.

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Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
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  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

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