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Asset Management

Every analyzed stock in Asset Management — 449 companies. Each card shows price, our model's intrinsic value (IV), and how far price sits above or below it. Click any card for the full analysis. This is a research-triage view, not a buy/sell signal.

Asset Management risk
Near-term vs. long-term risk for this theme
⚡ Right now ?Near-term risk over roughly the next 3 months. Blends live market conditions (volatility, how far the S&P is from its highs, credit spreads, the yield curve, sentiment), how stretched valuations are, and what the smart money is doing. Higher = greater odds of a pullback. · next 0–3 months
53 /100 Elevated ▲ +3 slight
Long-term risk ?Long-term / structural risk — the market's underlying tide. Where valuations sit versus 145 years of history (Shiller CAPE) plus multi-year trends. A high reading means weak long-run return prospects even if the market feels calm right now. · structural · vs 145yr history
68 /100 High ◆ flat
▲ / ▼ = change vs ~7 days ago — red = risk rising, green = falling.
Inside the "right now" score — a 45 / 30 / 25 blend · 322 stocks valued
Conditions · 45% ?The live market weather: VIX (expected volatility), how far the S&P 500 is below its 52-week high, high-yield credit spreads, the 10-year vs 2-year yield curve, and the Fear & Greed index. Market-wide indices, not per-stock.
50 Elevated
Valuation · 30% ?How expensive stocks are versus our intrinsic-value models: the median price-to-value ratio and the share of stocks trading above what we think they are worth, across 322 stocks.
54 Elevated
Smart money · 25% ?What informed money is doing: short-selling activity plus corporate insiders buying or selling their own stock. Broken out below.
56 Elevated
Smart money — the three inputs
Short-selling ?Share of ALL US trading volume that is short sales (FINRA, ~12,000 symbols, market-wide). It normally sits near 45–50%, so readings above ~50% lean bearish and read as higher risk. Weighted 40% of Smart money.
54.2%
High
Buyers' strike ?Share of the sampled companies whose insiders bought NONE of their own stock on the open market in the last 12 months. The higher this runs, the more bearish (nobody's buying the dip in their own shares). Weighted 35%.
46%
Elevated
Net insider selling ?Share of the sampled companies whose insiders were net DISCRETIONARY sellers over 12 months (excludes scheduled 10b5-1 plans, which carry little signal). Around half is normal; well above that is bearish. Weighted 25%.
46%
Elevated
Black number = the raw figure; coloured bar & word = how it reads as risk. Insider inputs from 282 stocks (full universe); short-selling is market-wide.
Long-term risk: the long-term read runs high mainly because valuations sit near a historic extreme (Shiller CAPE) — a structural backdrop, not about this week.
Scale (0–100): 0–20 Low · 20–40 Moderate · 40–60 Elevated · 60–80 High · 80–100 Extreme. "Right now" reads today's conditions; the "long-term" score is anchored to ~145 years of valuation history.
Educational use only — not investment advice. "Undervalued / fairly valued / overvalued" and every risk score reflect our models vs. price, which can be wrong or based on stale or incomplete data. Always review the company's own financials and SEC filings, and consult a licensed advisor, before acting.
Sort by: A–Z Riskiest Most overvalued Most shorted Buyers' strike Largest
This week in Asset Management
Asset Management — Sep 7 – Sep 11, 2026 (Wk 37): Asset Management Risk Rises; Firms Adjust Strategies Amid Volatility →
The asset management sector saw an increase in its risk score this week, with some firms adjusting their investment strategies to focus on defense, income, and growth. This comes as interest rate and stock market volatility…
AAMI
Acadian Asset Management Inc.
Valuation N/A
Financial Services Risk 60 · High
Price$91.02
Model IV—
P/IV—
Market implies +38.0%/yr vs model +2.0% · above model
AB
ALLIANCEBERNSTEIN HOLDING L.P.
Fairly valued
Financial Services Risk 41 · Elevated
Price$36.09
Model IV$39.78
P/IV0.93
Discount 9% Return to IV: +10.2%
Market implies -5.3%/yr vs model -1.9% · below model
ABTC
American Bitcoin Corp.
Valuation N/A
Financial Services Risk 54 · Elevated
Price$8.32
Model IV—
P/IV—
Market implies +57.0%/yr vs model +50.0% · above model
ABX
Abacus Global Management, Inc.
Deeply overvalued
Financial Services Risk 65 · High
Price$9.33
Model IV$2.05
P/IV4.39
Premium +356% Return to IV: -78.1%
Market implies +19.7%/yr vs model +15.0% · above model
ACNB
ACNB CORP
Overvalued
Financial Services Risk 57 · Elevated
Price$65.19
Model IV$46.70
P/IV1.16
Premium +40% Return to IV: -28.4%
ADAM
ADAMAS TRUST, INC.
Fairly valued
Financial Services Risk 49 · Elevated
Price$9.09
Model IV$8.31
P/IV1.11
Premium +9% Return to IV: -8.5%
ADAMI
ADAMAS TRUST, INC.
Deeply overvalued
Financial Services Risk 62 · High
Price$25.39
Model IV$12.17
P/IV2.09
Premium +109% Return to IV: -52.1%
ADAML
ADAMAS TRUST, INC.
Deeply overvalued
Financial Services Risk 62 · High
Price$24.84
Model IV$12.17
P/IV1.99
Premium +104% Return to IV: -51.0%
ADAMM
ADAMAS TRUST, INC.
Deeply overvalued
Financial Services Risk 62 · High
Price$25.60
Model IV$12.17
P/IV2.08
Premium +110% Return to IV: -52.5%
ADAMZ
ADAMAS TRUST, INC.
Deeply overvalued
Financial Services Risk 62 · High
Price$17.58
Model IV$11.32
P/IV1.62
Premium +55% Return to IV: -35.6%
AEFC
AEGON LTD.
Valuation N/A
Financial Services
Price$17.90
Model IV—
P/IV—
Limited data — see page
AEG
AEGON LTD.
Valuation N/A
Financial Services
Price$9.06
Model IV—
P/IV—
Limited data — see page
AGBK
AGI Inc
Valuation N/A
Financial Services
Price$6.65
Model IV—
P/IV—
Limited data — see page
AGMH
AGM GROUP HOLDINGS, INC.
Deeply undervalued
Technology Risk 37 · Moderate
Price$0.86
Model IV$2.68
P/IV0.53
Discount 68% Return to IV: +212.1%
Market implies -15.6%/yr vs model +12.0% · below model
AHRT
AH Realty Trust, Inc.
Deeply undervalued
Real Estate Risk 49 · Elevated
Price$6.32
Model IV$47.04
P/IV0.14
Discount 87% Return to IV: +644.3%
Market implies -9.8%/yr vs model +24.1% · below model
AIB
BlockchAIn Digital Infrastructure, Inc.
Valuation N/A
Financial Services Risk 58 · Elevated
Price$1.33
Model IV—
P/IV—
Limited data — see page
AIXC
AIxCrypto Holdings, Inc.
Valuation N/A
Financial Services Risk 42 · Elevated
Price$1.19
Model IV—
P/IV—
Market implies +0.2%/yr vs model +15.0% · below model
ALRS
ALERUS FINANCIAL CORP
Deeply overvalued
Financial Services Risk 73 · High
Price$33.37
Model IV$14.35
P/IV1.99
Premium +133% Return to IV: -57.0%
ALTI
AlTi Global, Inc.
Deeply overvalued
Financial Services Risk 54 · Elevated
Price$3.29
Model IV$6.54
P/IV1.51
Discount 50% Return to IV: +98.7%
Market implies -12.2%/yr vs model +35.5% · below model
AMG
AFFILIATED MANAGERS GROUP, INC.
Undervalued
Financial Services Risk 33 · Moderate
Price$355.61
Model IV$382.98
P/IV0.79
Discount 7% Return to IV: +7.7%
Market implies +2.4%/yr vs model +3.8% · in line
AMJB
JPMORGAN CHASE & CO
Valuation N/A
Financial Services Risk 59 · Elevated
Price$37.16
Model IV—
P/IV—
Limited data — see page
AMOD
ALPHA MODUS HOLDINGS, INC.
Valuation N/A
Financial Services Risk 73 · High
Price$2.24
Model IV—
P/IV—
Limited data — see page
AMP
AMERIPRISE FINANCIAL INC
Deeply undervalued
Financial Services Risk 35 · Moderate
Price$559.34
Model IV$1,932.57
P/IV0.23
Discount 71% Return to IV: +245.5%
Market implies -7.3%/yr vs model +12.7% · below model
AMTB
Amerant Bancorp Inc.
Deeply overvalued
Financial Services Risk 67 · High
Price$29.54
Model IV$15.73
P/IV1.44
Premium +88% Return to IV: -46.8%
AMTD
AMTD IDEA GROUP
Valuation N/A
Financial Services
Price$0.77
Model IV—
P/IV—
Limited data — see page
ANTA
Antalpha Platform Holding Co
Deeply overvalued
Financial Services Risk 58 · Elevated
Price$3.73
Model IV$3.48
P/IV2.14
Premium +7% Return to IV: -6.7%
APAM
Artisan Partners Asset Management Inc.
Fairly valued
Financial Services Risk 44 · Elevated
Price$37.91
Model IV$41.38
P/IV0.90
Discount 8% Return to IV: +9.2%
Market implies +1.3%/yr vs model +3.0% · in line
APO
Apollo Global Management, Inc.
Deeply undervalued
Financial Services Risk 34 · Moderate
Price$128.98
Model IV$428.25
P/IV0.30
Discount 70% Return to IV: +232.0%
Market implies +2.2%/yr vs model +25.0% · below model
APOS
Apollo Global Management, Inc.
Valuation N/A
Financial Services Risk 34 · Moderate
Price$25.42
Model IV—
P/IV—
Market implies -28.5%/yr vs model +25.0% · below model
ARES
Ares Management Corp
Deeply overvalued
Financial Services Risk 50 · Elevated
Price$131.64
Model IV$63.59
P/IV2.02
Premium +107% Return to IV: -51.7%
Market implies +16.8%/yr vs model +7.6% · above model
ARKB
Ark 21Shares Bitcoin ETF
Deeply undervalued
Financial Services Risk 33 · Moderate
Price$26.19
Model IV$41.00
P/IV0.59
Discount 36% Return to IV: +56.5%
AROW
ARROW FINANCIAL CORP
Overvalued
Financial Services Risk 67 · High
Price$39.15
Model IV$28.33
P/IV1.30
Premium +38% Return to IV: -27.6%
ASB
ASSOCIATED BANC-CORP
Fairly valued
Financial Services Risk 56 · Elevated
Price$30.04
Model IV$25.22
P/IV1.10
Premium +19% Return to IV: -16.0%
ASBA
ASSOCIATED BANC-CORP
Undervalued
Financial Services Risk 47 · Elevated
Price$24.89
Model IV$30.29
P/IV0.82
Discount 18% Return to IV: +21.7%
ASPS
ALTISOURCE PORTFOLIO SOLUTIONS S.A.
Deeply undervalued
Technology Risk 48 · Elevated
Price$5.82
Model IV$30.74
P/IV0.21
Discount 81% Return to IV: +428.7%
Market implies -35.5%/yr vs model +2.0% · below model
ASRV
AMERISERV FINANCIAL INC /PA/
Undervalued
Financial Services Risk 33 · Moderate
Price$4.89
Model IV$4.77
P/IV0.78
Premium +3% Return to IV: -2.5%
ASST
Strive, Inc.
Valuation N/A
Financial Services Risk 34 · Moderate
Price$27.62
Model IV—
P/IV—
Market implies +42.4%/yr vs model +50.0% · below model
ATLO
AMES NATIONAL CORP
Deeply overvalued
Financial Services Risk 57 · Elevated
Price$32.49
Model IV$21.29
P/IV1.35
Premium +53% Return to IV: -34.5%
AUB
Atlantic Union Bankshares Corp
Overvalued
Financial Services Risk 49 · Elevated
Price$39.72
Model IV$32.49
P/IV1.16
Premium +22% Return to IV: -18.2%
AUBN
AUBURN NATIONAL BANCORPORATION, INC
Overvalued
Financial Services Risk 42 · Elevated
Price$26.54
Model IV$21.13
P/IV1.18
Premium +26% Return to IV: -20.4%
AVBC
Avidia Bancorp, Inc.
Deeply overvalued
Financial Services Risk 54 · Elevated
Price$21.77
Model IV$12.86
P/IV1.48
Premium +69% Return to IV: -40.9%
AX
Axos Financial, Inc.
Overvalued
Financial Services Risk 61 · High
Price$93.75
Model IV$73.46
P/IV1.18
Premium +28% Return to IV: -21.6%
AXG
Solowin Holdings, Ltd.
Valuation N/A
Financial Services Risk 29 · Moderate
Price$2.13
Model IV—
P/IV—
Market implies +48.8%/yr vs model +2.0% · above model
BAC
BANK OF AMERICA CORP /DE/
Deeply overvalued
Financial Services Risk 52 · Elevated
Price$62.69
Model IV$44.34
P/IV1.40
Premium +41% Return to IV: -29.3%
BAM
Brookfield Asset Management Ltd.
Valuation N/A
Financial Services Risk 43 · Elevated
Price$46.63
Model IV—
P/IV—
Limited data — see page
BANF
BANCFIRST CORP /OK/
Overvalued
Financial Services Risk 67 · High
Price$110.90
Model IV$88.21
P/IV1.25
Premium +26% Return to IV: -20.5%
BANX
ArrowMark Financial Corp.
Valuation N/A
Unknown
Price$20.97
Model IV—
P/IV—
Limited data — see page
BBD
BANK BRADESCO
Valuation N/A
Financial Services Risk 40 · Elevated
Price$3.60
Model IV—
P/IV—
Limited data — see page
BBVA
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.
Valuation N/A
Financial Services Risk 33 · Moderate
Price$29.55
Model IV—
P/IV—
Limited data — see page
BCGWW
Binah Capital Group, Inc.
Valuation N/A
Financial Services Risk 33 · Moderate
Price$0.12
Model IV—
P/IV—
Market implies -50.0%/yr vs model +6.3% · below model
BCH
BANK OF CHILE
Valuation N/A
Financial Services Risk 52 · Elevated
Price$41.72
Model IV—
P/IV—
Limited data — see page
BCS
BARCLAYS PLC
Valuation N/A
Financial Services Risk 38 · Moderate
Price$26.70
Model IV—
P/IV—
Limited data — see page
BEN
FRANKLIN RESOURCES INC
Deeply overvalued
Financial Services Risk 62 · High
Price$33.47
Model IV$16.10
P/IV1.93
Premium +108% Return to IV: -51.9%
Market implies +13.1%/yr vs model +3.1% · above model
BENF
Beneficient
Valuation N/A
Financial Services Risk 42 · Elevated
Price$1.06
Model IV—
P/IV—
Limited data — see page
BFC
Bank First Corp
Deeply overvalued
Financial Services Risk 69 · High
Price$154.41
Model IV$75.57
P/IV1.84
Premium +104% Return to IV: -51.1%
BFST
Business First Bancshares, Inc.
Fairly valued
Financial Services Risk 44 · Elevated
Price$31.42
Model IV$30.54
P/IV0.95
Premium +3% Return to IV: -2.8%
BHB
BAR HARBOR BANKSHARES
Overvalued
Financial Services Risk 52 · Elevated
Price$40.70
Model IV$32.96
P/IV1.06
Premium +23% Return to IV: -19.0%
BHF
Brighthouse Financial, Inc.
Deeply undervalued
Financial Services Risk 38 · Moderate
Price$50.11
Model IV$109.81
P/IV0.57
Discount 54% Return to IV: +119.1%
BHRB
Burke & Herbert Financial Services Corp.
Deeply overvalued
Financial Services Risk 52 · Elevated
Price$71.56
Model IV$53.36
P/IV1.19
Premium +34% Return to IV: -25.4%
BITB
Bitwise Bitcoin ETF
Valuation N/A
Financial Services Risk 51 · Elevated
Price$41.94
Model IV—
P/IV—
Limited data — see page