The Whale Ledger13F Filings9,280 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,280 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 6385–6432

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

6385

FRG Family Wealth Advisors LLC

Sompo Asset Management Co., Ltd.

Opes Wealth Management LLC

Cambridge Advisors Inc.

Investors Research Corp

ADVISORS MANAGEMENT GROUP INC /ADV

Madrona Financial Services, LLC

Cherry Tree Wealth Management, LLC

ADAMSBROWN WEALTH CONSULTANTS LLC

Next Level Private LLC

BUILDER INVESTMENT GROUP INC /ADV

OLYMPUS WEALTH MANAGEMENT, LLC

First International Bank & Trust

Efficient Frontier Advisors LLC

Meadowbrook Wealth Management, LLC

Israel Discount Bank of New York

Ebor Charitable Trust

Value Star Asset Management (Hong Kong) Ltd

Constellation Investimentos e Participacoes Ltda

Magnetar Financial LLC

WYNNCHURCH CAPITAL PARTNERS IV, L.P.

Broadcrest Asset Management, LLC

Kawa Capital Management, Inc

MPM ASSET MANAGEMENT LLC

New Leaf Venture Partners, L.L.C.

INVESCO SENIOR SECURED MANAGEMENT INC /ADV

Indaba Capital Management, L.P.

TYBOURNE CAPITAL MANAGEMENT (HK) LTD

Pinnacle Investment Management Ltd

Vector Capital Management, L.P.

Vantage Consulting Group Inc

Champlain Investment Partners, LLC

Evanson Financial, LLC

Penn Capital Management Company, LLC

Iron Triangle Partners LP

Roble, Belko & Company, Inc

Wealthstream Advisors, Inc.

North Growth Management Ltd.

$639M47

Dec 31

Q4 2025

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