The Whale Ledger13F Filings9,282 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,282 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 6721–6768

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

6721

Immaculate Wealth Management LLC

Blue Pool Management Ltd.

Graham Holdings Co Master Retirement Trust

Keyframe Capital Partners, L.P.

SANDER CAPITAL ADVISORS INC

Honeycomb Asset Management LP

PineBridge Investments, L.P.

HENNESSY ADVISORS INC

BAR HARBOR WEALTH MANAGEMENT

Morningstar Investment Management LLC

BOSTON FAMILY OFFICE LLC

APPLETON PARTNERS INC/MA

Ledyard National Bank

Integrity Advisory Solutions, LLC

Pitcairn Wealth Advisors LLC

SCHNIEDERS CAPITAL MANAGEMENT, LLC.

TRB Wealth Management, LLC

Crusonia Wealth Advisors LLC

J. Derek Lewis & Associates Inc.

Sage Capital Advisors,llc

Rempart Asset Management Inc.

COLLECTIVE FAMILY OFFICE LLC

Ipswich Investment Management Co., Inc.

Boltwood Capital Management

Morton Brown Family Wealth, LLC

Science & Technology Partners, L.P.

Raub Brock Capital Management LP

Bear Mountain Capital, Inc.

FLAGSTAR ADVISORS INC

Centerpoint Advisors, LLC

Sculati Wealth Management, LLC

Martin Investment Management, LLC

New England Research & Management, Inc.

BERNZOTT CAPITAL ADVISORS

MITCHELL SINKLER & STARR/PA

Saxony Capital Management, LLC

$238M192

Sep 30

Q3 2026

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