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 7297–7344

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

7297

Vines Capital Management, LLC

Portfolio Resources Advisor Group, Inc.

Kingsbury Capital Investment Advisors LLC

Fiscal Wisdom Wealth Management, LLC

Urban Wealth Management, LLC

Redwood Family Wealth LLC

Hyposwiss Advisors SA

J. Team Financial, Inc.

Turner Financial Group, Inc.

NIPPON LIFE INSURANCE CO

Blue Pool Management Ltd.

Graham Holdings Co Master Retirement Trust

BIRINYI ASSOCIATES INC

Keyframe Capital Partners, L.P.

Honeycomb Asset Management LP

PineBridge Investments, L.P.

BOSTON FAMILY OFFICE LLC

APPLETON PARTNERS INC/MA

55 North Private Wealth, LLC

VELA Investment Management, LLC

BOSTON RESEARCH & MANAGEMENT INC

HighVista Strategies LLC

Cutler Capital Management, LLC

Science & Technology Partners, L.P.

Argyle Capital Management, LLC

WealthBridge Investment Counsel Inc.

INVESTMENT PARTNERS, LTD.

MMA ASSET MANAGEMENT LLC

Centerpoint Advisors, LLC

EXCALIBUR MANAGEMENT CORP

BUCKHEAD CAPITAL MANAGEMENT LLC

IRONWOOD INVESTMENT MANAGEMENT LLC

INTREPID CAPITAL MANAGEMENT INC

Silver Lake Advisory, LLC

Generali Investments Towarzystwo Funduszy Inwestycyjnych

$249M151

Jun 30

Q2 2026

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