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 Inc198.7%
2CML.JSECoronation Fund Managers Ltd137.0%
3PIC-A.TOPremium Income Corporation92.8%
4N91.LSENinety One PLC79.7%
5LBS.TOLife & Banc Split Corp79.4%
6SBC.TOBrompton Split Banc Corp77.4%
7FCSS.LSEFidelity China Special Situations PLC69.6%
8BK.TOCanadian Banc Corp62.8%
9POLR.LSEPolar Capital Holdings plc62.3%
10KST.JSEPSG Konsult Ltd53.3%
11PCT.LSEPolar Capital Technology Trust52.8%
12ANTIN.PAAntin IP SA51.0%
13CYN.LSECQS Natural Resources Growth and Income plc50.0%
14ATT.LSEAllianz Technology Trust PLC49.0%
15MNL.LSEManchester and London Investment Trust plc48.8%
16L1G.AUL1 Group Limited48.2%
17IHP.LSEIntegraFin Holdings plc46.0%
18NY1.JSENinety One Ltd43.4%
19SOI.LSESchroder Oriental Income Fund43.0%
20MNKS.LSEMonks Investment Trust PLC41.6%

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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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