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 577–624

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

577

Hiley Hunt Wealth Management

GoalFusion Wealth Management, LLC

Main Line Retirement Advisors, LLC

Brewster Financial Planning LLC

McAlister, Sweet & Associates, Inc.

GATEWAY INVESTMENT ADVISERS LLC

Sustainable Growth Advisers, LP

Simplify Asset Management Inc.

MONTRUSCO BOLTON INVESTMENTS INC.

CITY OF LONDON INVESTMENT MANAGEMENT CO LTD

TOTAL INVESTMENT MANAGEMENT INC

FORM Wealth Advisors, LLC

Tolleson Wealth Management, Inc.

Cornerstone Management, Inc.

WestHill Financial Advisors, Inc.

EQUITEC PROPRIETARY MARKETS, LLC

MPS Loria Financial Planners, LLC

Retirement Solution LLC

MENORA MIVTACHIM HOLDINGS LTD.

AMF Tjanstepension AB

Situational Awareness Partners LP

THORNBURG INVESTMENT MANAGEMENT INC

KENSICO CAPITAL MANAGEMENT CORP

Jasper Ridge Partners, L.P.

59 North Capital Management, LP

MARSHFIELD ASSOCIATES

POTOMAC FUND MANAGEMENT INC /ADV

Swan Global Investments, LLC

Advance Capital Management, Inc.

Hirtle Callaghan & Co LLC

Index Fund Advisors, Inc.

Route One Investment Company, L.P.

Spear Holdings RSC Ltd

CAHABA WEALTH MANAGEMENT, INC.

Koss-Olinger Consulting, LLC

VISTA CAPITAL PARTNERS, INC.

RW Investment Management LLC

Hudson Way Capital Management LLC

GEORGE KAISER FAMILY FOUNDATION

$1.0B105

Jun 30

Q2 2026

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