Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Silvercrest Asset Mgmt Group (SAMG)

90 + Investors. Track Smart Money conviction in SAMG. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
1Q ▲
Buyers last Q
49%

Smart Money Signals — SAMG

Based on 91 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added SAMG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
91 hedge funds hold SAMG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 49% buying

40 buying41 selling
Last quarter: 41 funds reduced or exited vs 40 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+18 vs last Q)

new funds entering per quarter
Funds opening a new SAMG position: 14 → 12 → 3 → 21. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 19% medium ■ 27% new
49 out of 91 hedge funds have held SAMG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~21 new funds/quarter

7 → 14 → 12 → 3 → 21 new funds/Q
New funds entering each quarter: 14 → 12 → 3 → 21. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 57% veterans vs 33% newcomers

■ 57% veterans ■ 10% 1-2yr ■ 33% new
Entry-cohort mix of 91 holders: 52 (57%) are 2+ year veterans, 9 entered 1–2 years ago, and 30 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds
26 of 91 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SAMG

In 2026 Q1, 40 hedge funds were net buyers of SAMG (21 opened a new position, 19 added to an existing one), while 41 reduced or exited (32 trimmed, 9 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. 24% of total institutional value in SAMG is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +12 funds (more new holders than closures). Total institutional holders: 91.

Hedge Fund Ownership: SAMG

How many hedge funds hold SAMG — quarterly history vs. share price
Quarterly hedge fund ownership of SAMG vs. share price

Market Analysis: SAMG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SAMG

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Silvercrest Asset Mgmt Group (SAMG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SAMG has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 84d ago
SAMG
-24.0%
XLF
+8.8%

SAMG outperformed XLF by -32.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 39d ago
SAMG
-14.8%
XLF
+5.1%

Since the filing became public, SAMG outperformed XLF by -19.9% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 0 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: SAMG
90 + Investors

Track Smart Money conviction in SAMG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 90 79 13.92%
13F Shares 5M 5M -1.1%
Total Value $61M $70M -13.1%
New Positions 20 3 +17
Increased Positions 19 22 -3
Closed Positions 9 10 -1
Reduced Positions 32 40 -8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SAMG

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

90 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SAMG. Verified SEC 13F-HR filings.

QUARTER:
Top 25 SAMG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Pacific Ridge Capital Partners, LLC 0.60% 206,686 $2.8M
2 Teton Advisors, LLC 0.51% 53,500 $719K
3 Punch & Associates Investment Management, INC. 0.19% 245,031 $3.3M
4 R Squared Ltd 0.12% 16,244 $218K
5 North Star Investment Management Corp. 0.09% 110,000 $1.5M
6 Roberts Glore & Co Inc /Il/ 0.07% 18,018 $242K
7 Royce & Associates LP 0.05% 350,924 $4.7M
8 Rothschild Wealth LLC 0.02% 18,423 $248K
9 Diamond Hill Capital Management Inc 0.02% 190,064 $2.6M
10 Gabelli Funds LLC 0.01% 152,188 $2.0M
11 Martingale Asset Management L P 0.01% 28,253 $380K
12 Bridgeway Capital Management, LLC 0.00% 17,702 $238K
13 Prestige Wealth Management Group LLC 0.00% 1,800 $24K
14 Ritholtz Wealth Management 0.00% 18,440 $248K
15 Boston Partners 0.00% 242,922 $3.3M
16 Renaissance Technologies LLC 0.00% 161,737 $2.2M
17 Gamco Investors, INC. Et Al 0.00% 24,497 $329K
18 O'shaughnessy Asset Management, LLC 0.00% 39,532 $531K
19 Wealthspire Advisors, LLC 0.00% 12,796 $172K
20 Clearstead Advisors, LLC 0.00% 10,615 $143K
21 Hm Payson & Co 0.00% 6,600 $89K
22 Two Sigma Advisers, LP 0.00% 40,100 $609K
23 Piscataqua Savings Bank 0.00% 125 $2K
24 Meeder Asset Management Inc 0.00% 1,396 $19K
25 Silvercrest Asset Management Group LLC 0.00% 10,800 $145K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Silvercrest Asset Mgmt Group (SAMG)

What does the Smart Money Trend signal show for SAMG?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added SAMG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SAMG?

More sellers than buyers — 49% buying: Last quarter: 41 funds reduced or exited vs 40 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for SAMG holders?

Strong quality — 24% AUM from major funds: 26 of 91 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SAMG?

54% of holders stayed for 2+ years: 49 out of 91 hedge funds have held SAMG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Silvercrest Asset Mgmt Group (SAMG) following the 2026 Q1 hedge fund 13F filings?

As of today, SAMG has moved -14.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.1% for the XLF sector ETF — an outperformance of -19.9%. Since the quarter end (March 31, 2026), SAMG has gained -24.0% vs +8.8% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →