What is the 13F Pro Quality Score for SAMG?

13F Pro ranks Silvercrest Asset Management Group Inc. (SAMG) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View SAMG's current score at https://13fpro.ai/research/SAMG (free sign-up required for the full ranking).

Which hedge funds own the most SAMG stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of SAMG include BlackRock,, ROYCE & ASSOCIATES, VANGUARD CAPITAL MANAGEMENT. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/research/SAMG as soon as new 13F filings post.

Where does 13F Pro source SAMG data?

All Silvercrest Asset Management Group Inc. fundamentals and ownership data come directly from SEC EDGAR. Silvercrest Asset Management Group Inc. files with the SEC under CIK 1549966. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is SAMG in?

Silvercrest Asset Management Group Inc. (SAMG) is classified in the Financials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/financials.

How often is SAMG research updated on 13F Pro?

SAMG's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Silvercrest Asset Management Group Inc.(SAMG)Stock Analysis

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13F Pro Quality Score

32.5/100

Rank #2,263 of 2,879 stocks

View Financials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

41.1/100

Profitability

35.5/100

Balance Sheet

59.1/100

Earnings Quality

9.1/100

Free Cash Flow

13.0/100

Institutional Flow

11.7/100

Revenue Scale

19.7/100

Dilution Risk

47.7/100

SAMG Stock Analysis & AI Quality Score

AI stock analysis and institutional research for Silvercrest Asset Management Group Inc. (SAMG), a Financials sector company. 13F Pro's AI-powered ranking engine scores SAMG at 32.5/100 on a 32-signal composite quality model, placing it at rank #2,263 of 2,879 stocks — the bottom half of the AI-ranked universe. Areas of concern include earnings quality (9.1) and institutional flow (11.7), which score below median versus the broader universe. Shareholder dilution risk is elevated at 47.7/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), Silvercrest Asset Management Group Inc. reports quarterly revenue of $31.4M, net income of $237.0K, an operating margin of 4.0%. Top institutional holders of SAMG by reported 13-F value include BlackRock,, ROYCE & ASSOCIATES, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. SAMG trades on the Nasdaq exchange and files with the SEC under CIK 1549966. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate SAMG daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Silvercrest Asset Management Group Inc. directly from SEC EDGAR.

Revenue

Q1 2026

$31.4M

Net Income

Q1 2026

$237.0K

Free Cash Flow

Q1 2026

$-31.3M

Operating Margin

Q1 2026

4.0%

ROIC

Q1 2026

2.7%

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+1.7% YoY

$125.3MFY 2025

FY19 $102.2MFY20 $108.0MFY22 $123.2MFY25 $125.3M

Net Income

-57.2% YoY

$8.1MFY 2025

FY19 $8.6MFY20 $10.0MFY22 $18.8MFY25 $8.1M

Operating Income

-75.8% YoY

$9.3MFY 2025

FY19 $18.9MFY20 $22.3MFY22 $38.6MFY25 $9.3M

EPS (Diluted)

-70.8% YoY

$0.56FY 2025

FY19 $0.98FY20 $1.05FY22 $1.92FY25 $0.56

Total Assets

-21.7% YoY

$166.6MFY 2025

FY19 $214.2MFY20 $213.8MFY22 $212.7MFY25 $166.6M

Total Debt

—FY 2025

FY19 —FY20 —FY22 —FY25 —

Op. Cash Flow

-20.4% YoY

$18.6MFY 2025

FY19 $18.8MFY20 $26.8MFY22 $23.4MFY25 $18.6M

Metric	FY 2025	FY 2022	FY 2020	FY 2019	FY 2018	FY 2017
Revenue	$125.3M +1.7%	$123.2M +14.1%	$108.0M +5.7%	$102.2M +3.5%	$98.7M +8.0%	$91.4M
Net Income	$8.1M -57.2%	$18.8M +89.0%	$10.0M +15.2%	$8.6M -10.2%	$9.6M +80.4%	$5.3M
Operating Income	$9.3M -75.8%	$38.6M +73.1%	$22.3M +18.1%	$18.9M -10.8%	$21.2M +3.8%	$20.4M
EPS (Diluted)	$0.56 -70.8%	$1.92 +82.9%	$1.05 +7.1%	$0.98 -15.5%	$1.16 +75.8%	$0.66
Total Assets	$166.6M -21.7%	$212.7M -0.5%	$213.8M -0.2%	$214.2M +60.7%	$133.4M +13.6%	$117.4M
Total Debt	—	—	—	—	—	$722.0K
Operating Cash Flow	$18.6M -20.4%	$23.4M -12.9%	$26.8M +43.0%	$18.8M -34.9%	$28.9M -2.5%	$29.6M

AI Insight: SAMG Financial Trends

Operating income collapsed to -$1M in Q4 2025 and barely recovered to $1M in Q1 2026, while equity has eroded 44% from $84M to $47M since Q1 2024.

• Operating income deteriorated sharply from $6M in Q1 2024 to -$1M in Q4 2025, turning negative for the first time in the dataset.

• Equity has declined steadily from $85M in Q3 2024 to $47M in Q1 2026, a contraction of $38M over five quarters.

• Revenue has been flat at $31M–$32M for five consecutive quarters through Q1 2026, showing no growth momentum.

• Net income turned negative in Q4 2025 (-$0M rounding) and remained near zero in Q1 2026, signaling profitability stress.

⚠ Equity erosion — down from $84M to $47M in five quarters — suggests ongoing capital returns or losses outpacing earnings.

⚠ Operating CF swung to -$31M in Q1 2026, the worst in the dataset; seasonal pattern or structural cash burn warrants close monitoring.

⚠ Revenue stagnation at ~$31M for five quarters limits any margin recovery path absent meaningful cost cuts.

AI Insight: SAMG Ratio Trends

Silvercrest's profitability has collapsed: operating margin fell from 19.5% in Q1 2024 to -2.8% in Q4 2025, with only a tepid bounce to 4.0% in Q1 2026.

• Operating margin deteriorated sharply from 19.5% in Q1 2024 to -2.8% in Q4 2025, a ~22pp decline over six quarters.

• ROIC collapsed from a peak of 46.2% in Q3 2024 to -7.0% in Q4 2025, recovering only partially to 10.8% in Q1 2026.

• Net profit margin tracked operating margin lower, falling from 9.9% in Q1 2024 to -0.4% in Q4 2025 before recovering to 0.8% in Q1 2026.

• TTM operating margin of 4.6% and TTM ROE of 5.7% signal the full-year earnings power remains deeply impaired versus Q1 2024 levels.

⚠ Q1 2026 bounce to 4.0% operating margin is encouraging but far below 2024 norms — sustainability of recovery is unproven.

⚠ Q4 2025 marked the first negative operating margin and ROIC in the dataset — watch whether loss quarter was a one-off or structural.

⚠ ROA dropped to 0.7% in Q1 2026 versus 7.0% in Q1 2024, suggesting asset-level earning power remains severely compressed.

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Available Research

13F Pro tracks comprehensive data for Silvercrest Asset Management Group Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of SAMG

BlackRock, Inc.
$12.7M945,252 sh
ROYCE & ASSOCIATES LP
$4.7M350,924 sh
VANGUARD CAPITAL MANAGEMENT LLC
$4.2M316,089 sh
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
$3.3M245,031 sh
Boston Partners
$3.3M242,922 sh
Pacific Ridge Capital Partners, LLC
$2.8M206,686 sh
DIMENSIONAL FUND ADVISORS LP
$2.7M203,727 sh
DIAMOND HILL CAPITAL MANAGEMENT INC
$2.6M190,064 sh
GEODE CAPITAL MANAGEMENT, LLC
$2.4M177,822 sh
STATE STREET CORP
$2.3M169,570 sh

Fund	Value	Shares
BlackRock, Inc.	$12.7M	945,252
ROYCE & ASSOCIATES LP	$4.7M	350,924
VANGUARD CAPITAL MANAGEMENT LLC	$4.2M	316,089
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	$3.3M	245,031
Boston Partners	$3.3M	242,922
Pacific Ridge Capital Partners, LLC	$2.8M	206,686
DIMENSIONAL FUND ADVISORS LP	$2.7M	203,727
DIAMOND HILL CAPITAL MANAGEMENT INC	$2.6M	190,064
GEODE CAPITAL MANAGEMENT, LLC	$2.4M	177,822
STATE STREET CORP	$2.3M	169,570

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Is SAMG a good stock to buy?

13F Pro's AI-powered analysis of Silvercrest Asset Management Group Inc. (SAMG) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Financials sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for SAMG are available on the SAMG stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own SAMG?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling SAMG. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Silvercrest Asset Management Group Inc.'s investment landscape.