Best Greenblatt Magic Formula Stocks in Asset Management for 2026
High earnings yield plus high ROIC: Joel Greenblatt's Magic Formula for market-beating returns.
Asset Management names (BlackRock, Brookfield, Blackstone, and global peers) earn fee revenue on AUM, so operating leverage on rising markets is the structural tailwind. The Quality pillar (margin durability, ROE) does most of the work in composite ranking; Valuation pillar separates the asset-light fee aggregators from the balance-sheet-heavy alternative shops.
Data as of (updated daily)
Top 20 Asset Management stocks by ROIC
| # | Ticker | Name | ROIC |
|---|---|---|---|
| 1 | GQG.AU | GQG Partners Inc | 202.3% |
| 2 | CML.JSE | Coronation Fund Managers Ltd | 137.0% |
| 3 | PIC-A.TO | Premium Income Corporation | 92.8% |
| 4 | N91.LSE | Ninety One PLC | 79.7% |
| 5 | FCSS.LSE | Fidelity China Special Situations PLC | 69.6% |
| 6 | LBS.TO | Life & Banc Split Corp | 64.8% |
| 7 | SBC.TO | Brompton Split Banc Corp | 63.7% |
| 8 | POLR.LSE | Polar Capital Holdings plc | 62.3% |
| 9 | AMP.US | Ameriprise Financial Inc | 62.0% |
| 10 | BK.TO | Canadian Banc Corp | 59.3% |
| 11 | PCT.LSE | Polar Capital Technology Trust | 52.8% |
| 12 | OBL.AU | Omni Bridgeway Ltd | 51.4% |
| 13 | ANTIN.PA | Antin IP SA | 51.0% |
| 14 | CYN.LSE | CQS Natural Resources Growth and Income plc | 50.0% |
| 15 | MNL.LSE | Manchester and London Investment Trust plc | 48.8% |
| 16 | FID.AU | Fiducian Group Ltd | 47.3% |
| 17 | IHP.LSE | IntegraFin Holdings plc | 46.0% |
| 18 | NY1.JSE | Ninety One Ltd | 43.4% |
| 19 | SOI.LSE | Schroder Oriental Income Fund | 43.0% |
| 20 | ATT.LSE | Allianz Technology Trust PLC | 42.7% |
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Methodology: How we score stocks. Data refreshed nightly around 03:30 ET. This page lists the top 20 by ROIC within the Asset Management industry; use the screener for the full ranked list.