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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
47 /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.
33 Moderate
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.
Divergence: insiders are defensive while macro conditions (credit, curve, volatility) stay calm. Insiders are strong judges of their own companies but poor macro timers — historically this pattern favors selective stock-picking (see the opportunistic-buy signals) over exiting the market wholesale.
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…
FRMM
FORUM MARKETS Inc
Valuation N/A
Financial Services Risk 31 · Moderate
Price$4.53
Model IV—
P/IV—
Market implies +60.2%/yr vs model +15.0% · above model
FSEA
First Seacoast Bancorp, Inc.
Deeply overvalued
Financial Services Risk 68 · High
Price$17.17
Model IV$9.55
P/IV1.75
Premium +80% Return to IV: -44.4%
FTAIM
FTAI Aviation Ltd.
Deeply undervalued
Technology Risk 52 · Elevated
Price$27.25
Model IV$481.22
P/IV0.06
Discount 94% Return to IV: +1,665.9%
Market implies -50.0%/yr vs model +50.0% · below model
FTAIN
FTAI Aviation Ltd.
Deeply undervalued
Technology Risk 45 · Elevated
Price$24.99
Model IV$481.22
P/IV0.05
Discount 95% Return to IV: +1,825.6%
Market implies -50.0%/yr vs model +50.0% · below model
FULT
FULTON FINANCIAL CORP
Fairly valued
Financial Services Risk 56 · Elevated
Price$23.60
Model IV$20.09
P/IV1.08
Premium +17% Return to IV: -14.9%
FULTP
FULTON FINANCIAL CORP
Undervalued
Financial Services Risk 38 · Moderate
Price$17.80
Model IV$23.01
P/IV0.79
Discount 23% Return to IV: +29.3%
FUND
SPROTT FOCUS TRUST INC.
Valuation N/A
Unknown
Price$10.38
Model IV—
P/IV—
Limited data — see page
FUSB
FIRST US BANCSHARES, INC.
Fairly valued
Financial Services Risk 52 · Elevated
Price$16.99
Model IV$14.32
P/IV1.12
Premium +19% Return to IV: -15.7%
FUTU
Futu Holdings Ltd
Deeply overvalued
Financial Services Risk 58 · Elevated
Price$112.73
Model IV$58.34
P/IV1.78
Premium +93% Return to IV: -48.2%
Market implies +28.6%/yr vs model +24.1% · above model
FVR
FrontView REIT, Inc.
Deeply overvalued
Financial Services Risk 67 · High
Price$18.24
Model IV$7.89
P/IV2.25
Premium +131% Return to IV: -56.8%
FXNC
FIRST NATIONAL CORP /VA/
Deeply overvalued
Financial Services Risk 60 · High
Price$31.06
Model IV$18.01
P/IV1.54
Premium +72% Return to IV: -42.0%
GABC
GERMAN AMERICAN BANCORP, INC.
Fairly valued
Financial Services Risk 38 · Moderate
Price$49.82
Model IV$43.97
P/IV0.99
Premium +13% Return to IV: -11.7%
GATX
GATX CORP
Deeply undervalued
Industrials Risk 47 · Elevated
Price$178.53
Model IV$382.77
P/IV0.44
Discount 53% Return to IV: +114.4%
Market implies -3.8%/yr vs model +7.7% · below model
GBCI
GLACIER BANCORP, INC.
Deeply overvalued
Financial Services Risk 67 · High
Price$45.75
Model IV$29.30
P/IV1.62
Premium +56% Return to IV: -36.0%
GBTC
Grayscale Bitcoin Trust ETF
Valuation N/A
Financial Services Risk 36 · Moderate
Price$59.77
Model IV—
P/IV—
Limited data — see page
GCMG
GCM Grosvenor Inc.
Deeply overvalued
Financial Services Risk 56 · Elevated
Price$12.84
Model IV$5.86
P/IV1.81
Premium +119% Return to IV: -54.4%
Market implies +13.6%/yr vs model +3.2% · above model
GEMI
Gemini Space Station, Inc.
Deeply overvalued
Financial Services Risk 63 · High
Price$4.46
Model IV$3.39
P/IV1.55
Premium +32% Return to IV: -24.0%
Market implies +8.8%/yr vs model +35.3% · below model
GGAL
GRUPO FINANCIERO GALICIA SA
Valuation N/A
Financial Services
Price$42.14
Model IV—
P/IV—
Limited data — see page
GLXY
Galaxy Digital Inc.
Deeply undervalued
Financial Services Risk 31 · Moderate
Price$24.40
Model IV$79.80
P/IV0.37
Discount 69% Return to IV: +227.0%
Market implies -21.5%/yr vs model +8.1% · below model
GOODN
GLADSTONE COMMERCIAL CORP
Fairly valued
Real Estate Risk 42 · Elevated
Price$22.28
Model IV$20.95
P/IV1.08
Premium +6% Return to IV: -5.9%
GRAN
Grande Group Ltd/HK
Deeply overvalued
Financial Services Risk 48 · Elevated
Price$1.04
Model IV$0.68
P/IV1.54
Premium +52% Return to IV: -34.4%
Market implies +7.2%/yr vs model +6.5% · in line
GRNQ
Greenpro Capital Corp.
Valuation N/A
Industrials Risk 40 · Elevated
Price$12.70
Model IV—
P/IV—
Market implies +55.2%/yr vs model +2.0% · above model
GROW
U S GLOBAL INVESTORS INC
Valuation N/A
Financial Services Risk 51 · Elevated
Price$2.96
Model IV—
P/IV—
Market implies +21.7%/yr vs model +2.0% · above model
GS
GOLDMAN SACHS GROUP INC
Valuation N/A
Financial Services Risk 38 · Moderate
Price$1,029.18
Model IV—
P/IV—
Market implies +57.0%/yr vs model +2.0% · above model
GSBC
GREAT SOUTHERN BANCORP, INC.
Overvalued
Financial Services Risk 57 · Elevated
Price$80.30
Model IV$67.62
P/IV1.06
Premium +19% Return to IV: -15.8%
GYRO
Gyrodyne, LLC
Deeply overvalued
Real Estate Risk 74 · High
Price$5.05
Model IV$3.26
P/IV2.17
Premium +55% Return to IV: -35.5%
HBAN
HUNTINGTON BANCSHARES INC /MD/
Fairly valued
Financial Services Risk 44 · Elevated
Price$16.77
Model IV$16.52
P/IV0.99
Premium +2% Return to IV: -1.5%
HBANL
HUNTINGTON BANCSHARES INC /MD/
Deeply overvalued
Financial Services Risk 71 · High
Price$25.01
Model IV$18.34
P/IV1.37
Premium +36% Return to IV: -26.7%
HBANM
HUNTINGTON BANCSHARES INC /MD/
Fairly valued
Financial Services Risk 57 · Elevated
Price$19.88
Model IV$18.34
P/IV1.17
Premium +8% Return to IV: -7.7%
HBANP
HUNTINGTON BANCSHARES INC /MD/
Fairly valued
Financial Services Risk 49 · Elevated
Price$16.25
Model IV$18.34
P/IV0.91
Discount 11% Return to IV: +12.9%
HBANZ
HUNTINGTON BANCSHARES INC /MD/
Fairly valued
Financial Services Risk 47 · Elevated
Price$19.09
Model IV$18.34
P/IV1.11
Premium +4% Return to IV: -3.9%
HBT
HBT Financial, Inc.
Overvalued
Financial Services Risk 47 · Elevated
Price$36.68
Model IV$28.38
P/IV1.01
Premium +29% Return to IV: -22.6%
HDB
HDFC BANK LTD
Fairly valued
Financial Services Risk 47 · Elevated
Price$22.58
Model IV$21.18
P/IV1.12
Premium +7% Return to IV: -6.2%
HE
HAWAIIAN ELECTRIC INDUSTRIES INC
Overvalued
Utilities Risk 67 · High
Price$10.38
Model IV$8.11
P/IV1.64
Premium +28% Return to IV: -21.9%
HKD
AMTD Digital Inc.
Deeply undervalued
Financial Services Risk 31 · Moderate
Price$1.69
Model IV$3.43
P/IV0.53
Discount 51% Return to IV: +103.2%
Market implies +3.7%/yr vs model +20.3% · below model
HLI
HOULIHAN LOKEY, INC.
Fairly valued
Financial Services Risk 44 · Elevated
Price$136.61
Model IV$120.94
P/IV1.12
Premium +13% Return to IV: -11.5%
Market implies +5.9%/yr vs model +4.9% · in line
HLNE
Hamilton Lane INC
Valuation N/A
Financial Services Risk 43 · Elevated
Price$95.98
Model IV—
P/IV—
Limited data — see page
HNNA
HENNESSY ADVISORS INC
Deeply undervalued
Financial Services Risk 34 · Moderate
Price$10.30
Model IV$24.84
P/IV0.41
Discount 59% Return to IV: +141.1%
Market implies -10.5%/yr vs model +3.8% · below model
HNNAZ
HENNESSY ADVISORS INC
Undervalued
Financial Services Risk 38 · Moderate
Price$24.90
Model IV$31.18
P/IV0.81
Discount 20% Return to IV: +25.2%
Market implies -1.4%/yr vs model +3.8% · below model
HOMB
HOME BANCSHARES INC
Overvalued
Financial Services Risk 51 · Elevated
Price$30.21
Model IV$25.87
P/IV1.03
Premium +17% Return to IV: -14.4%
HSBC
HSBC HOLDINGS PLC
Valuation N/A
Financial Services Risk 47 · Elevated
Price$105.30
Model IV—
P/IV—
Limited data — see page
HTH
Hilltop Holdings Inc.
Deeply overvalued
Financial Services Risk 71 · High
Price$38.68
Model IV$28.05
P/IV1.34
Premium +38% Return to IV: -27.5%
HWBK
HAWTHORN BANCSHARES, INC.
Fairly valued
Financial Services Risk 55 · Elevated
Price$39.47
Model IV$34.75
P/IV1.06
Premium +14% Return to IV: -12.0%
HWC
HANCOCK WHITNEY CORP
Overvalued
Financial Services Risk 56 · Elevated
Price$75.25
Model IV$58.36
P/IV1.17
Premium +29% Return to IV: -22.4%
HWCPZ
HANCOCK WHITNEY CORP
Deeply undervalued
Financial Services Risk 27 · Moderate
Price$21.30
Model IV$63.33
P/IV0.35
Discount 66% Return to IV: +197.3%
IFS
Intercorp Financial Services Inc.
Valuation N/A
Financial Services Risk 35 · Moderate
Price$54.73
Model IV—
P/IV—
Limited data — see page
IIM
Invesco Value Municipal Income Trust
Valuation N/A
Unknown
Price$12.11
Model IV—
P/IV—
Limited data — see page
ILLR
Triller Group Inc.
Valuation N/A
Financial Services Risk 46 · Elevated
Price$0.73
Model IV—
P/IV—
Market implies +56.6%/yr vs model +17.2% · above model
ILLRW
Triller Group Inc.
Deeply overvalued
Financial Services Risk 29 · Moderate
Price$0.06
Model IV$0.02
P/IV2.53
Premium +153% Return to IV: -60.5%
Market implies +15.6%/yr vs model +17.2% · in line
INDB
INDEPENDENT BANK CORP
Deeply overvalued
Financial Services Risk 67 · High
Price$82.74
Model IV$62.38
P/IV1.27
Premium +33% Return to IV: -24.6%
ISBA
ISABELLA BANK CORP
Deeply overvalued
Financial Services Risk 69 · High
Price$39.36
Model IV$27.62
P/IV1.48
Premium +43% Return to IV: -29.8%
ITUB
Itau Unibanco Holding S.A.
Valuation N/A
Financial Services Risk 59 · Elevated
Price$8.33
Model IV—
P/IV—
Limited data — see page
IVZ
Invesco Ltd.
Fairly valued
Financial Services Risk 42 · Elevated
Price$32.28
Model IV$32.26
P/IV0.88
Premium +0% Return to IV: -0.1%
Market implies +3.2%/yr vs model +3.6% · in line
IWDL
UBS AG
Valuation N/A
Financial Services Risk 47 · Elevated
Price$70.25
Model IV—
P/IV—
Limited data — see page
IWFL
UBS AG
Valuation N/A
Financial Services Risk 33 · Moderate
Price$61.44
Model IV—
P/IV—
Limited data — see page
IWML
UBS AG
Valuation N/A
Financial Services Risk 52 · Elevated
Price$34.49
Model IV—
P/IV—
Limited data — see page
JCE
Nuveen Core Equity Alpha Fund
Valuation N/A
Unknown
Price$16.85
Model IV—
P/IV—
Limited data — see page
JEF
Jefferies Financial Group Inc.
Valuation N/A
Financial Services Risk 39 · Moderate
Price$51.96
Model IV—
P/IV—
Market implies +67.0%/yr vs model +2.0% · above model
JFU
9F Inc.
Deeply overvalued
Financial Services Risk 58 · Elevated
Price$2.70
Model IV$1.99
P/IV1.54
Premium +36% Return to IV: -26.3%
Market implies +9.8%/yr vs model +8.0% · in line
JHG
JANUS HENDERSON GROUP PLC
Deeply undervalued
Financial Services Risk 29 · Moderate
Price$51.95
Model IV$84.98
P/IV0.61
Discount 39% Return to IV: +63.6%
Market implies -0.9%/yr vs model +6.8% · below model