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 7585–7632

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

7585

CARDEROCK CAPITAL MANAGEMENT INC

Bouvel Investment Partners, LLC

Bay Harbor Wealth Management, LLC

Private Wealth Management Group, LLC

BankPlus Trust Department

Measured Wealth Private Client Group, LLC

Private Wealth Advisors, LLC

S.E.E.D. Planning Group LLC

GILL CAPITAL PARTNERS, LLC

VSM Wealth Advisory, LLC

Greystone Financial Group, LLC

BARRETT & COMPANY, INC.

PCJ Investment Counsel Ltd.

Front Row Advisors LLC

CLOVERFIELDS CAPITAL GROUP, LP

Bell & Brown Wealth Advisors, LLC

Wealth Advisors of Tampa Bay, LLC

Orion Capital Management LLC

E Fund Management (Hong Kong) Co., Ltd.

Freshford Capital Management, LLC

Altman Advisors, Inc.

American Capital Advisory, LLC

Kerusso Capital Management LLC

RBA Wealth Management, LLC

Evergreen Private Wealth LLC

Massachusetts Wealth Management

HORIZON FINANCIAL SERVICES, LLC

Lloyd Advisory Services, LLC.

Dogwood Wealth Management LLC

Ballast Asset Management, LP

FORTE ASSET MANAGEMENT LLC

NIA IMPACT ADVISORS, LLC

Soviero Asset Management, LP

TOUNJIAN ADVISORY PARTNERS, LLC

Kensington Investment Counsel, LLC

Strive Financial Group ,LLC

$230M854

Jun 30

Q2 2026

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