Most Undervalued Investment Advice Stocks 2026

Top undervalued Investment Advice stocks in 2026 ranked by Bayesian DCF implied upside. 13-model institutional analysis updated daily.

39 stocks analyzed Updated 2026-05-29
# Ticker Company QOC Price DCF Upside
1 GCMG GCM Grosvenor Inc. 8.3 $10.63 +287.0%
2 VRTS Virtus Investment Partners, Inc 8.3 $143.03 +268.0%
3 ARES Ares Management Corporation 8.7 $128.50 +140.3%
4 NOAH Noah Holdings Limited 8.2 $10.57 +131.3%
5 MAAS Maase Inc. 6.1 $11.89 +112.7%
6 WHG Westwood Holdings Group Inc 8.2 $16.46 +90.4%
7 APO Apollo Global Management, Inc. 9.0 $128.71 +89.0%
8 HNNA Hennessy Advisors, Inc. 8.6 $10.21 +86.2%
9 BEN Franklin Resources, Inc. 7.8 $31.02 +73.8%
10 SAMG Silvercrest Asset Management Gr 6.1 $11.33 +65.4%
11 R••• BRC ••••• •.• $•••.•• ••.•%
12 L••• Lazard, ••••• •.• $•••.•• ••.•%
13 K••• KKR ••••• •.• $•••.•• ••.•%
14 J••• Janus ••••• •.• $•••.•• ••.•%
15 M••• Moelis ••••• •.• $•••.•• ••.•%
16 T••• T. ••••• •.• $•••.•• ••.•%
17 V••• Value ••••• •.• $•••.•• ••.•%
18 H••• Houlihan ••••• •.• $•••.•• ••.•%
19 H••• Hennessy ••••• •.• $•••.•• ••.•%
20 H••• Hamilton ••••• •.• $•••.•• ••.•%
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How CirclFi Ranks Investment Advice Stocks

CirclFi analyzes 39 Investment Advice stocks daily using 13 independent institutional-grade valuation models. Each model processes SEC EDGAR 10-K and 10-Q financial filings (700+ XBRL tags), FRED macroeconomic data, and GDELT news sentiment.

The most undervalued investment advice stocks 2026 ranking uses dcf upside as the primary sort criterion. Models span intrinsic valuation (Bayesian DCF with 10,000 Monte Carlo simulations, EPV), scenario analysis (First Chicago), regime-switching (Markov DDM), and machine learning (ML-RIV, FTNN Topology).