The Whale Ledger13F Filings9,279 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,279 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 6049–6096
Source: SEC EDGAR
#FilerScoreAUMPositionsLast filing
6049
Evolution Advisers, Inc.
54
$237M162
Mar 31
Q1 2026
6050
Kaufman Rossin Wealth, LLC
54
$211M112
Jun 30
Q2 2026
6051
Granite FO LLC
54
$186M585
Sep 30
Q3 2026
6052
North Ridge Wealth Advisors, Inc.
54
$178M193
Mar 31
Q1 2026
6053
Inflection Point Holdings II LLC
54
$47M1
Mar 31
Q1 2026
6054
China-UAE Investment Cooperation Fund, L.P.
54
$45M1
Jun 30
Q2 2026
6055
Silversmith Partners I GP, LLC
54
$39M1
Mar 31
Q1 2026
6056
CoinFund Management LLC
54
$35M9
Mar 31
Q1 2026
6057
HS Investments III Ltd
54
$22M1
Jun 30
Q2 2026
6058
CMT Capital Markets Trading GmbH
54
$9.6B372
Mar 31
Q1 2026
6059
MAVERICK CAPITAL LTD
54
$8.7B241
Mar 31
Q1 2026
6060
Capital Markets Trading UK LLP
54
$8.0B312
Mar 31
Q1 2026
6061
iA Global Asset Management Inc.
54
$7.1B396
Mar 31
Q1 2026
6062
683 Capital Management, LLC
54
$2.3B234
Dec 31
Q4 2025
6063
Money Design Co.,Ltd.
54
$2.1B72
Jun 30
Q2 2025
6064
COBBLESTONE CAPITAL ADVISORS LLC /NY/
54
$2.1B304
Sep 30
Q3 2025
6065
CABOT WEALTH MANAGEMENT INC
54
$982M142
Jun 30
Q2 2026
6066
Stockman Wealth Management, Inc.
54
$968M178
Jun 30
Q2 2026
6067
Cardinal Capital Management
54
$826M138
Jun 30
Q2 2026
6068
Strategic Wealth Investment Group, LLC
54
$825M104
Jun 30
Q2 2026
6069
Capital Investment Counsel, LLC
54
$805M155
Sep 30
Q3 2026
6070
Triasima Portfolio Management inc.
54
$758M137
Sep 30
Q3 2026
6071
AUXIER ASSET MANAGEMENT LLC
54
$745M184
Jun 30
Q2 2026
6072
BOURGEON CAPITAL MANAGEMENT LLC
54
$679M104
Jun 30
Q2 2026
6073
Allen Mooney & Barnes Investment Advisors LLC
54
$673M158
Sep 30
Q3 2026
6074
Perennial Advisors, LLC
54
$669M140
Sep 30
Q3 2026
6075
MinichMacGregor Wealth Management, LLC
54
$620M159
Sep 30
Q3 2026
6076
Ellsworth Advisors, LLC
54
$620M193
Sep 30
Q3 2026
6077
Palogic Value Management, L.P.
54
$610M392
Jun 30
Q2 2026
6078
MARIETTA INVESTMENT PARTNERS LLC
54
$582M170
Jun 30
Q2 2026
6079
Crossingbridge Advisors, LLC
54
$567M152
Jun 30
Q2 2026
6080
WESPAC Advisors SoCal, LLC
54
$553M119
Sep 30
Q3 2026
6081
MCRAE CAPITAL MANAGEMENT INC
54
$540M113
Sep 30
Q3 2026
6082
FOUNDERS GROVE WEALTH PARTNERS, LLC
54
$507M191
Sep 30
Q3 2026
6083
BENEDICT FINANCIAL ADVISORS INC
54
$504M136
Sep 30
Q3 2026
6084
O'Dell Group, LLC
54
$466M42
Sep 30
Q3 2025
6085
NFC Investments, LLC
54
$354M43
Dec 31
Q4 2025
6086
Verde Servicos Internacionais S.A.
54
$326M50
Mar 31
Q1 2026
6087
GeoSphere Capital Management, LLC
54
$304M40
Dec 31
Q4 2025
6088
Galibier Capital Management Ltd.
54
$300M38
Sep 30
Q3 2025
6089
Eagle Capital Management, LLC
54
$254M49
Mar 31
Q1 2026
6090
ASSET PLANNING SERVICES INC /LA/ /ADV
54
$228M35
Mar 31
Q1 2026
6091
ASSET PLANNING CORPORATION
54
$211M48
Sep 30
Q3 2025
6092
NRI Wealth Management LC
54
$196M31
Dec 31
Q4 2025
6093
Ownership Capital B.V.
54
$178M21
Sep 30
Q3 2025
6094
Sterling Manor Financial, LLC
54
$160M39
Mar 31
Q1 2026
6095
SAGE ADVISORS, LLC
54
$151M48
Dec 31
Q4 2025
6096
Aurora Investment Managers, LLC.
54
$136M30
Mar 31
Q1 2026
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