The Whale Ledger13F Filings9,285 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,285 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 6817–6864
Source: SEC EDGAR
#FilerScoreAUMPositionsLast filing
6817
ABLE Financial Group, LLC
52
$640M221
Sep 30
Q3 2026
6818
Balefire, LLC
52
$636M463
Sep 30
Q3 2026
6819
MILESTONE ASSET MANAGEMENT, LLC
52
$631M301
Sep 30
Q3 2026
6820
HOLDERNESS INVESTMENTS CO
52
$600M261
Jun 30
Q2 2026
6821
Great Diamond Partners, LLC
52
$596M238
Sep 30
Q3 2026
6822
FLORIDA FINANCIAL ADVISORS, LLC
52
$592M362
Jun 30
Q2 2026
6823
Hobart Private Capital, LLC
52
$591M331
Sep 30
Q3 2026
6824
Southland Equity Partners LLC
52
$583M292
Sep 30
Q3 2026
6825
Crumly & Associates Inc.
52
$563M207
Sep 30
Q3 2026
6826
CONTRAVISORY INVESTMENT MANAGEMENT, INC.
52
$552M449
Sep 30
Q3 2026
6827
Lantz Financial LLC
52
$549M260
Sep 30
Q3 2026
6828
Harbour Capital Advisors, LLC
52
$548M292
Sep 30
Q3 2026
6829
LOUISBOURG INVESTMENTS INC.
52
$545M209
Sep 30
Q3 2026
6830
WealthPLAN Partners, LLC
52
$544M264
Sep 30
Q3 2026
6831
Castle Rock Wealth Management, LLC
52
$531M269
Sep 30
Q3 2026
6832
Beacon Financial Advisory LLC
52
$529M424
Sep 30
Q3 2026
6833
Tempus Wealth Planning, LLC
52
$522M282
Sep 30
Q3 2026
6834
CHAPIN DAVIS, INC.
52
$520M258
Sep 30
Q3 2026
6835
Fermata Advisors, LLC
52
$517M293
Sep 30
Q3 2026
6836
Weaver Consulting Group
52
$514M305
Sep 30
Q3 2026
6837
Herold Advisors, Inc.
52
$512M269
Sep 30
Q3 2026
6838
BAKER TILLY WEALTH MANAGEMENT, LLC
52
$510M287
Sep 30
Q3 2026
6839
Ayalon Insurance Comp Ltd.
52
$490M61
Mar 31
Q1 2026
6840
MARSHALL FINANCIAL GROUP INC /ADV
52
$364M53
Sep 30
Q3 2025
6841
Oldfather Financial Services, LLC
52
$336M98
Dec 31
Q4 2025
6842
Sterling Financial Group, Inc.
52
$316M73
Sep 30
Q3 2025
6843
FSA Wealth Management LLC
52
$273M581
Sep 30
Q3 2025
6844
Asset Allocation & Management Company, LLC
52
$270M94
Mar 31
Q1 2026
6845
Wela Strategies, Inc.
52
$264M55
Sep 30
Q3 2025
6846
Trust Co of Kansas
52
$217M55
Dec 31
Q4 2025
6847
D. SCOTT NEAL, INC.
52
$216M66
Sep 30
Q3 2025
6848
Ascent Capital Management, LLC
52
$125M63
Sep 30
Q3 2025
6849
POM Investment Strategies, LLC
52
$124M402
Sep 30
Q3 2026
6850
INKWELL CAPITAL LLC
52
$96M31
Jun 30
Q2 2026
6851
PICTET BANK & TRUST Ltd
52
$93M38
Jun 30
Q2 2026
6852
Audent Global Asset Management, LLC
52
$90M46
Jun 30
Q2 2026
6853
Variant Private Wealth, LLC
52
$89M42
Jun 30
Q2 2026
6854
NEW VERNON INVESTMENT MANAGEMENT LLC
52
$82M37
Jun 30
Q2 2026
6855
Virginia Estate & Retirement Planning Advisors Inc.
52
$79M225
Sep 30
Q3 2026
6856
CAPITAL MANAGEMENT ASSOCIATES /NY/
52
$78M44
Jun 30
Q2 2026
6857
Triad Investment Management
52
$75M32
Sep 30
Q3 2026
6858
PMC FIG Opportunities LLC
52
$63M33
Jun 30
Q2 2026
6859
Evolutionary Tree Capital Management, LLC
52
$53M29
Jun 30
Q2 2026
6860
Carnegie Investment Counsel
52
$5.0B551
Sep 30
Q3 2026
6861
SIT INVESTMENT ASSOCIATES INC
52
$4.9B501
Mar 31
Q1 2026
6862
AMG National Trust Bank
52
$4.9B798
Jun 30
Q2 2026
6863
KORNITZER CAPITAL MANAGEMENT INC /KS
52
$4.8B548
Jun 30
Q2 2026
6864
Savvy Advisors, Inc.
52
$4.7B1,261
Jun 30
Q2 2026
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