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

#TickerNameROIC
1GQG.AUGQG Partners Inc202.3%
2CML.JSECoronation Fund Managers Ltd137.0%
3PIC-A.TOPremium Income Corporation92.8%
4N91.LSENinety One PLC79.7%
5FCSS.LSEFidelity China Special Situations PLC69.6%
6LBS.TOLife & Banc Split Corp64.8%
7SBC.TOBrompton Split Banc Corp63.7%
8POLR.LSEPolar Capital Holdings plc62.3%
9AMP.USAmeriprise Financial Inc62.0%
10BK.TOCanadian Banc Corp59.3%
11PCT.LSEPolar Capital Technology Trust52.8%
12OBL.AUOmni Bridgeway Ltd51.4%
13ANTIN.PAAntin IP SA51.0%
14CYN.LSECQS Natural Resources Growth and Income plc50.0%
15MNL.LSEManchester and London Investment Trust plc48.8%
16FID.AUFiducian Group Ltd47.3%
17IHP.LSEIntegraFin Holdings plc46.0%
18NY1.JSENinety One Ltd43.4%
19SOI.LSESchroder Oriental Income Fund43.0%
20ATT.LSEAllianz Technology Trust PLC42.7%

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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.

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