The Whale Ledger13F Filings9,303 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,303 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 6865–6912

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

6865

San Luis Wealth Advisors LLC

Capital Group Investment Management Pte. Ltd.

MinichMacGregor Wealth Management, LLC

Stamos Capital Partners, L.P.

Nordwand Advisors, LLC

Gibraltar Capital Management, Inc.

GRACE & WHITE INC /NY

Peak Retirement Planning, Inc.

LMG Wealth Partners, LLC

Ellsworth Advisors, LLC

Manhattan West Asset Management, LLC

Covenant Asset Management, LLC

Dorsey Wright & Associates

Liberty Capital Management, Inc.

LYNCH & ASSOCIATES/IN

WESPAC Advisors SoCal, LLC

Riggs Asset Managment Co. Inc.

BRASADA CAPITAL MANAGEMENT, LP

Pacific Ridge Capital Partners, LLC

BECK CAPITAL MANAGEMENT, LLC

Thrive Capital Management, LLC

Compass Wealth Management LLC

DIVIDEND ASSETS CAPITAL, LLC

BENEDICT FINANCIAL ADVISORS INC

Aristides Capital LLC

Midwest Professional Planners, LTD.

HOURGLASS CAPITAL, LLC

MCRAE CAPITAL MANAGEMENT INC

HGC Investment Management Inc.

FOUNDERS GROVE WEALTH PARTNERS, LLC

Trinity Legacy Partners, LLC

GeoSphere Capital Management, LLC

Galibier Capital Management Ltd.

Knoll Capital Management, LLC

ASSET PLANNING CORPORATION

NRI Wealth Management LC

Ownership Capital B.V.

Mountain Lake Investment Management LLC

RK Asset Management, LLC

Capital Advisor Network LLC

SMH CAPITAL ADVISORS INC

$26M54

Jun 30

Q2 2026

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