Silvercrest Asset Management Group LLC
Annual return '25
+10.2%
SPY '25
+17.7%
Alpha
-7.5ptsvs SPY
Invested
$13.8B
Holdings
866
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AVGO
BROADCOM INC COM
Q1 2026: New position (213.0k shares)
1.9%
02
$MSFT
MICROSOFT CORP COM
Q1 2026: New position (273.2k shares)
1.7%
03
$GOOG
ALPHABET INC CAP STK CL C
Q1 2026: New position (148.1k shares)
1.7%
04
$AAPL
APPLE INC COM
Q1 2026: New position (440.3k shares)
1.4%
05
$CSCO
CISCO SYS INC
Q1 2026: New position (305.2k shares)
1.1%
06
$ESI
ELEMENT SOLUTIONS INC COM
Q1 2026: New position (120 shares)
1.1%
07
$GOOGL
ALPHABET INC CAP STK CL A
Q1 2026: New position (181.6k shares)
1.1%
08
$IWF
ISHARES TR
Q1 2026: New position (1.7k shares)
1.1%
09
$WMB
WILLIAMS COS INC DEL COM
Q1 2026: New position (13.2k shares)
1.0%
10
$JNJ
JOHNSON & JOHNSON COM
Q1 2026: New position (157.2k shares)
1.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:07 UTC.