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Silvercrest Asset Management Group LLC
Richard R. Hough III · Asset Manager · Value
Silvercrest Asset Management Group LLC was founded in April 2002 as an independent, employee-owned registered investment adviser. Headquartered in New York City, the firm specializes in providing high-quality asset management and comprehensive family office services to ultra-high-net-worth individuals, families, and select institutional investors. Silvercrest focuses on a "big boutique" model, prioritizing personalized service and objective advice to avoid the conflicts of interest often found at larger financial institutions. The firm manages a diverse range of investment strategies, including proprietary long-only equity portfolios across small- to large-cap value and growth categories, as well as fixed income and alternative investments. Over its history, Silvercrest has expanded its national presence and product suite through organic growth and strategic acquisitions, while maintaining a commitment to professional excellence and client-centric solutions.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +18.6% |
| YTD return | +10.6% |
| Sharpe ratio | 3.11 |
| Win rate | 55% |
| AUM | $3.5B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $3.5B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.silvercrestgroup.com/ |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| GOOGL | Alphabet Inc Class A | 12.7% | +28.5% |
| MSFT | Microsoft Corporation | 8.8% | +3.1% |
| AVGO | Broadcom Inc | 8.4% | +4.5% |
| AAPL | Apple Inc | 7.2% | +27.1% |
| CSCO | Cisco Systems Inc | 5.5% | +40.1% |
| SNX | Synnex Corporation | 4.7% | +56.5% |
| JNJ | Johnson & Johnson | 4.1% | +16.2% |
| LFUS | Littelfuse Inc | 4.1% | -9.9% |
| ETN | Eaton Corporation PLC | 4.0% | +7.3% |
| ACA | Arcosa Inc | 3.9% | +35.0% |
| BWA | BorgWarner Inc | 3.9% | +5.5% |
| NVDA | NVIDIA Corporation | 3.9% | -0.7% |
| WMB | Williams Companies Inc | 3.8% | +10.3% |
| META | Meta Platforms Inc. | 3.8% | +7.9% |
| ESI | Element Solutions Inc | 3.6% | +8.8% |
| AME | Ametek Inc | 3.6% | +23.8% |
| DAL | Delta Air Lines Inc | 3.6% | +6.5% |
| AMZN | Amazon.com Inc | 3.6% | -6.3% |
| PNC | PNC Financial Services Group Inc | 3.4% | +1.7% |
| COLB | Columbia Banking System Inc | 3.4% | -0.6% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 14, 2026 | BUY | NVDA | 4.0% → 3.9% |
| Sep 14, 2026 | SELL | AMZN | 3.6% → 3.6% |
| Sep 14, 2026 | BUY | LFUS | 4.0% → 4.1% |
| Sep 14, 2026 | BUY | BWA | 3.9% → 3.9% |
| Sep 14, 2026 | SELL | PNC | 3.5% → 3.4% |
Investment Style Analysis
Silvercrest Asset Management Group LLC is widely recognized for employing a Value strategy. As of Sep 18, 2026, the firm oversees approximately $3.5B in assets under management (AUM). The portfolio demonstrates a clear preference for the Internet Content & Information and Semiconductors sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 14, Silvercrest Asset Management Group LLC made a significant move by increasing exposure to NVDA. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Silvercrest employs a disciplined, value-oriented investment philosophy focused on long-term capital appreciation and risk management. The firm’s "value with a quality bias" approach prioritizes financially transparent and understandable companies led by proven management teams with significant equity stakes. By seeking stocks with attractive valuations relative to their growth prospects and intrinsic value, the firm aims to generate superior risk-adjusted returns over full market cycles. Silvercrest’s investment process is research-driven, emphasizing fundamental analysis and low portfolio turnover to capitalize on long-term trends and minimize friction costs. Additionally, the firm integrates sophisticated risk analytics to provide a conservative, endowment-style framework for its diverse client base.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Silvercrest Asset Management Group LLC.
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Frequently asked questions
How is the simulated portfolio for Silvercrest Asset Management Group LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Silvercrest Asset Management Group LLC's largest holding?
As of the latest filing, Silvercrest Asset Management Group LLC's top position is Alphabet Inc Class A (GOOGL), representing 12.7% of the portfolio. This reflects a high-conviction bet by the institution.
What is Silvercrest Asset Management Group LLC's historical performance and risk profile?
Our simulation indicates a total return of +18.6% with a win rate of 55%. Notably, the portfolio maintains a Sharpe Ratio of 3.11, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Silvercrest Asset Management Group LLC primarily invest in?
Silvercrest Asset Management Group LLC has a strong preference for the Internet Content & Information sector, which makes up 16.6% of their disclosed assets. The portfolio also has exposure to Semiconductors, indicating a specific thematic focus.
Is Silvercrest Asset Management Group LLC's portfolio concentrated or diversified?
Silvercrest Asset Management Group LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 30.0% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Silvercrest Asset Management Group LLC performed in 2026?
Our AI-simulated model portfolio for Silvercrest Asset Management Group LLC tracks a Year-to-Date (YTD) return of +10.6%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Richard R. Hough III manage Silvercrest Asset Management Group LLC directly?
Yes, Richard R. Hough III serves as the key portfolio manager for Silvercrest Asset Management Group LLC, overseeing the investment strategy and final capital allocation decisions.