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 55215568
Source: SEC EDGAR
#FilerScoreAUMPositionsLast filing
5521
Griffith & Werner, Inc.
57
$213M71
Jun 30
Q2 2026
5522
Evergreen Wealth Management, LLC
57
$213M55
Jun 30
Q2 2026
5523
GSI Capital Advisors LLC
57
$212M58
Jun 30
Q2 2026
5524
Trust Investment Advisors
57
$209M98
Jun 30
Q2 2026
5525
PACIFIC FINANCIAL GROUP INC
57
$209M85
Jun 30
Q2 2026
5526
STONEBRIDGE CAPITAL MANAGEMENT INC
57
$208M70
Jun 30
Q2 2026
5527
Hofer & Associates. Inc
57
$207M70
Jun 30
Q2 2026
5528
LOWERY THOMAS, LLC
57
$205M57
Jun 30
Q2 2026
5529
Birch Capital Management, LLC
57
$205M79
Jun 30
Q2 2026
5530
William Allan Corp
57
$204M62
Jun 30
Q2 2026
5531
Clarity Asset Management, Inc.
57
$204M67
Jun 30
Q2 2026
5532
Harvest Investment Advisors, LLC
57
$202M58
Jun 30
Q2 2026
5533
Greater Midwest Financial Group, LLC
57
$201M65
Jun 30
Q2 2026
5534
CASTLEKEEP INVESTMENT ADVISORS LLC
57
$200M76
Jun 30
Q2 2026
5535
Frazier Financial Advisors, LLC
57
$198M620
Jun 30
Q2 2026
5536
Alamar Capital Management, LLC
57
$198M88
Jun 30
Q2 2026
5537
McHugh Group, LLC
57
$196M86
Jun 30
Q2 2026
5538
CONSCIOUS WEALTH INVESTMENTS, LLC
57
$195M67
Jun 30
Q2 2026
5539
ROI Financial Advisors, LLC
57
$193M70
Jun 30
Q2 2026
5540
Lighthouse Financial LLC
57
$193M78
Jun 30
Q2 2026
5541
Mustard Seed Financial, LLC
57
$192M97
Jun 30
Q2 2026
5542
Ewing Morris & Co. Investment Partners Ltd.
57
$191M89
Jun 30
Q2 2026
5543
Martin Capital Advisors, LLP
57
$191M77
Jun 30
Q2 2026
5544
Councilmark Asset Management, LLC
57
$189M84
Jun 30
Q2 2026
5545
Inman Jager Wealth Management, LLC
57
$188M90
Jun 30
Q2 2026
5546
Trivant Custom Portfolio Group, LLC
57
$188M82
Jun 30
Q2 2026
5547
Kingstone Capital Partners Texas, LLC
57
$188M60
Jun 30
Q2 2026
5548
INNEALTA CAPITAL, LLC
57
$187M91
Jun 30
Q2 2026
5549
Farrow Financial, Inc.
57
$187M55
Jun 30
Q2 2026
5550
Brookmont Capital Management
57
$186M61
Jun 30
Q2 2026
5551
Live Oak Investment Partners
57
$186M93
Jun 30
Q2 2026
5552
American Alpha Advisors, LLC
57
$185M95
Jun 30
Q2 2026
5553
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC
57
$185M97
Jun 30
Q2 2026
5554
Menard Financial Group LLC
57
$184M80
Jun 30
Q2 2026
5555
Cannon Wealth Management Services, LLC
57
$183M99
Jun 30
Q2 2026
5556
STERLING INVESTMENT MANAGEMENT, LLC
57
$182M66
Jun 30
Q2 2026
5557
Elevate Capital Advisors, LLC
57
$182M77
Jun 30
Q2 2026
5558
Wilkins Miller Wealth Management, LLC
57
$182M95
Jun 30
Q2 2026
5559
Renaissance Capital LLC
57
$181M52
Jun 30
Q2 2026
5560
Meixler Investment Management, Ltd.
57
$181M90
Jun 30
Q2 2026
5561
PURSUE WEALTH PARTNERS LLC
57
$179M91
Jun 30
Q2 2026
5562
Clark Wealth Partners
57
$177M571
Jun 30
Q2 2026
5563
Gallagher Capital Advisors, LLC
57
$175M71
Jun 30
Q2 2026
5564
BOYAR ASSET MANAGEMENT INC.
57
$174M77
Jun 30
Q2 2026
5565
PRAKASH INVESTMENT ADVISORS LLC
57
$174M92
Jun 30
Q2 2026
5566
Pacific Wealth Strategies Group, Inc.
57
$174M59
Jun 30
Q2 2026
5567
Cedar Point Capital Partners, LLC
57
$174M77
Jun 30
Q2 2026
5568
CFC Planning Co LLC
57
$171M71
Jun 30
Q2 2026
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