The Whale Ledger13F Filings9,303 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,303 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 4897–4944

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

4897

Bernard Wealth Management Corp.

HUTNER CAPITAL MANAGEMENT INC

ABOUND FINANCIAL, LLC

BERNZOTT CAPITAL ADVISORS

Archon Capital Management LLC

Midwest Capital Advisors, LLC

GPM Growth Investors, Inc.

CONTINENTAL ADVISORS LLC

PEREGRINE INVESTMENT MANAGEMENT INC

Resolute Capital Asset Partners LLC

Sitrin Capital Management LLC

DEEPWATER ASSET MANAGEMENT, LLC

Infusive Asset Management Inc.

COOPER INVESTORS PTY LTD

ENGLISH CAPITAL MANAGEMENT LLC

Eliot Finkel Investment Counsel, LLC

WISCONSIN CAPITAL MANAGEMENT LLC

Bradley & Co. Private Wealth Management, LLC

PINNEY & SCOFIELD, INC.

SCHOLTZ & COMPANY, LLC

Patrick Mauro Investment Advisor, INC.

McBroom & Associates, LLC

Crystal Rock Capital Management

JERICHO FINANCIAL, LLP

Hudson Canyon Capital Management

KESTREL INVESTMENT MANAGEMENT CORP

Potrero Capital Research LLC

Reyes Financial Architecture, Inc.

Del-Sette Capital Management, LLC

Alexis Investment Partners, LLC

Fairbanks Capital Management, Inc.

Processus Wealth & Capital Management, LLC

HARBER ASSET MANAGEMENT LLC

Atlantic Private Wealth, LLC

Candelo Capital Management LP

Savoir Faire Capital Management, L.P.

Aubrey Capital Management Ltd

Financial Life Planners

Orvieto Partners, L.P.

Redwood Park Advisors LLC

PLANWISER FINANCIAL, LLC

Vista Cima Wealth Management LLC

$134M49

Jun 30

Q2 2026

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