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 7009–7056

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

7009

Cadia Private Client LLC

RM Financial Services, LLC

McCartney Wealth Management LLC

MAIMON WEALTH MANAGEMENT LTD.

Ridge Creek Global, Inc

Risk Paradigm Group, LLC

Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies

O'Domhnaill Enterprises, Inc.

Kassira Wealth Management LLC

Cauble & Harre Wealth Management, Inc.

Bristlecone Value Partners, LLC

ATLas Financial Planning LLC

Guardian Capital, LLC

Hardworking Capital Advisors, LLC

Ruggiero Investments, Inc.

Directional Asset Management

CURTIS WEALTH MANAGEMENT LLC

Noble Wealth Partners LLC

Premier Private Wealth Management LLC

Royal Palms Capital LLC

Investment Management Trust, LLC

Independent Wealth Advisors LLC

Ballast Financial Advisors LLC

Catalyst Investment Management LLC

Schuylkill Financial LLC

Walsky Investment Management, Inc.

Trailhead Planners LLC

Encore Global Management, LP

One Wealth Management Investment & Advisory Services, LLC

Longboard Asset Management, LP

Y-Intercept (Hong Kong) Ltd

PBU - The Pension Fund of Early Childhood & Youth Educators

Ameritas Investment Partners, Inc.

Hennion & Walsh Asset Management, Inc.

GHP Investment Advisors, Inc.

DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC

Aventail Capital Group, LP

Premier Fund Managers Ltd

ANDERSON HOAGLAND & CO

CONNORS INVESTOR SERVICES INC

Zuckerman Investment Group, LLC

$1.1B136

Mar 31

Q1 2026

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