The Whale Ledger13F Filings9,283 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,283 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 4897–4944

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

4897

Infinity Wealth Counsel, LLC

Waycross Investment Management Co

Milestones Private Investment Advisors LLC

Smith Asset Management Co., LLC

Crescent Sterling, Ltd.

21 West Wealth Management LLC

Objective Capital Management, LLC

Merrithew & Thorsten Inc

PUFF WEALTH MANAGEMENT, LLC

Asset Value Investors Ltd

In-Depth Partners, LLC

Anchorage Capital Group, L.L.C.

York Capital Management Global Advisors, LLC

Blue Creek Capital Management Ltd

Ampfield Management, L.P.

KPCB DGF II Associates, LLC

Yost Capital Management, LP

Tikehau Investment Management

Evergreen Venture Partners Ltd.

KINNEY ASSET MANAGEMENT, LLC

Rip Road Capital Partners LP

GLOBAL VALUE INVESTMENT CORP.

Castle Creek Capital Partners VI, LP

Qiming U.S. Ventures Management, LLC

Madison International Realty Holdings, LLC

Stephens Investment Management Group LLC

Richard Bernstein Advisors LLC

Apexium Financial, LP

Marble Harbor Investment Counsel, LLC

Greenline Partners, LLC

TWIN FOCUS CAPITAL PARTNERS, LLC

L. Roy Papp & Associates, LLP

MIDDLETON & CO INC/MA

James J. Burns & Company, LLC

GREATMARK INVESTMENT PARTNERS, INC.

Blueprint Financial Advisors LLC

Philip James Wealth Mangement, LLC

Legacy Financial Group LLC

Vision Capital Management, Inc.

$882M198

Sep 30

Q3 2026

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