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 4945–4992

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

4945

R.H. Investment Group, LLC

Kennon-Green & Company, LLC

Katamaran Capital LLP

Concorde Financial Corp

Mirabaud Asset Management Ltd

Baer Investment Advisory LLC

Arrow Capital Pty Ltd

Pacific Capital Partners Ltd

Parsonex Advisory Services, Inc.

Lane Generational LLC

SURIENCE PRIVATE WEALTH LLC

Orchard Capital Management, LLC

FINANCIAL DISCOVERY GROUP INC

New Paradigm Capital Management, LLC

Stratos Wealth Partners, LTD.

OP Asset Management Ltd

Modera Wealth Management, LLC

PINNACLE ASSOCIATES LTD

Horizon Investments, LLC

Summit Financial, LLC

YOUSIF CAPITAL MANAGEMENT, LLC

Vise Technologies, Inc.

Raiffeisen Bank International AG

PRINCIPAL SECURITIES, INC.

Kingsview Wealth Management, LLC

Apollon Wealth Management, LLC

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC

BARTLETT & CO. WEALTH MANAGEMENT LLC

Summit Trail Advisors, LLC

Investment Management Corp of Ontario

Bleakley Financial Group, LLC

Elo Mutual Pension Insurance Co

EDMOND DE ROTHSCHILD HOLDING S.A.

TOCQUEVILLE ASSET MANAGEMENT L.P.

Evercore Wealth Management, LLC

MOORE CAPITAL MANAGEMENT, LP

Crestwood Advisors Group, LLC

DIVERSIFY WEALTH MANAGEMENT, LLC

$6.0B1,286

Jun 30

Q2 2026

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