The Whale Ledger13F Filings9,286 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,286 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 7633–7680
Source: SEC EDGAR
#FilerScoreAUMPositionsLast filing
7633
CASCADE INVESTMENT GROUP, INC.
50
$181M160
Sep 30
Q3 2026
7634
M.E. ALLISON & CO., INC.
50
$178M192
Sep 30
Q3 2026
7635
Salvus Wealth Management, LLC
50
$175M132
Sep 30
Q3 2026
7636
Cannon Advisors, Inc.
50
$172M108
Sep 30
Q3 2026
7637
Williams & Novak, LLC
50
$169M149
Sep 30
Q3 2026
7638
MFA Wealth Services
50
$169M133
Sep 30
Q3 2026
7639
Avantra Family Wealth, Inc.
50
$167M162
Sep 30
Q3 2026
7640
Nautilus Advisors LLC
50
$165M172
Sep 30
Q3 2026
7641
KG&L Capital Management,LLC
50
$163M133
Sep 30
Q3 2026
7642
Cushing Capital Partners, LLC
50
$163M113
Sep 30
Q3 2026
7643
Blue Capital, Inc.
50
$161M136
Sep 30
Q3 2026
7644
WINEBRENNER CAPITAL MANAGEMENT LLC
50
$155M148
Sep 30
Q3 2026
7645
ENTRUST FINANCIAL LLC
50
$154M445
Jun 30
Q2 2026
7646
WINNOW WEALTH LLC
50
$151M141
Sep 30
Q3 2026
7647
Elm3 Financial Group, LLC
50
$150M150
Sep 30
Q3 2026
7648
Lionshead Wealth Management, LLC
50
$148M109
Sep 30
Q3 2026
7649
Midwest Financial Network, LLC
50
$147M105
Sep 30
Q3 2026
7650
PVG ASSET MANAGEMENT CORP
50
$147M128
Sep 30
Q3 2026
7651
VIRTUE ASSET MANAGEMENT LLC
50
$147M106
Sep 30
Q3 2026
7652
4WEALTH ADVISORS, INC.
50
$145M144
Sep 30
Q3 2026
7653
Panoramic Capital, LLC
50
$142M38
Mar 31
Q1 2026
7654
Seelaus Asset Management LLC
50
$136M190
Sep 30
Q3 2026
7655
Finward Bancorp
50
$136M178
Sep 30
Q3 2026
7656
McAlvany Wealth Management LLC
50
$134M48
Jun 30
Q2 2026
7657
Miller Financial Services LLC
50
$132M159
Sep 30
Q3 2026
7658
WULFF, HANSEN & CO.
50
$130M109
Jun 30
Q2 2026
7659
ARGUS INVESTORS' COUNSEL, INC.
50
$129M106
Sep 30
Q3 2026
7660
Walsh & Associates, LLC
50
$122M245
Jun 30
Q2 2026
7661
North Forty Two & Co.
50
$121M106
Sep 30
Q3 2026
7662
Corecam AG
50
$117M50
Jun 30
Q2 2026
7663
Unified Investment Management
50
$114M146
Sep 30
Q3 2026
7664
Three Bearings Fiduciary Advisors, Inc.
50
$112M312
Jun 30
Q2 2026
7665
PMG Family Office LLC
50
$108M112
Sep 30
Q3 2026
7666
CHIRON CAPITAL MANAGEMENT, LLC
50
$101M125
Sep 30
Q3 2026
7667
American Assets Capital Advisers, LLC
50
$95M36
Sep 30
Q3 2025
7668
Blue Barn Wealth, LLC
50
$69M46
Dec 31
Q4 2025
7669
Prentice Capital Management, LP
50
$63M25
Dec 31
Q4 2025
7670
Ritter Alpha, LP
50
$5M20
Mar 31
Q1 2026
7671
Harvest Fund Management Co., Ltd
50
$2.7B724
Dec 31
Q4 2025
7672
JAMES INVESTMENT RESEARCH, INC.
50
$984M375
Jun 30
Q2 2026
7673
Family Management Corp
50
$975M324
Jun 30
Q2 2026
7674
SEEDS INVESTOR LLC
50
$973M379
Jun 30
Q2 2026
7675
Aviance Capital Partners, LLC
50
$963M388
Jun 30
Q2 2026
7676
L2 Asset Management, LLC
50
$963M411
Jun 30
Q2 2026
7677
Ramirez Asset Management, Inc.
50
$960M360
Jun 30
Q2 2026
7678
River Wealth Advisors LLC
50
$956M217
Jun 30
Q2 2026
7679
Lifeworks Advisors, LLC
50
$955M337
Jun 30
Q2 2026
7680
CVFG LLC
50
$952M250
Jun 30
Q2 2026
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