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 7921–7968

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

Chatterton & Associates Inc.

TopTier Wealth Management, LLC

Aegis Wealth Management, Inc.

WAYSTONE ADVISORS LLC

Midway Capital Research & Management

DECISION INVESTMENTS, INC

Sagard Holdings Management Inc.

Spurstone Advisory Services, LLC

Turner Capital Investments, LLC

AXA Investment Managers S.A.

Glenmede Investment Management, LP

HERITAGE INVESTORS MANAGEMENT CORP

Empirical Finance, LLC

Jaffetilchin Investment Partners, LLC

SlateStone Wealth, LLC

Pinpoint Asset Management Ltd

WOOSTER CORTHELL WEALTH MANAGEMENT, INC.

Raab & Moskowitz Asset Management LLC

Fairvoy Private Wealth, LLC

MARATHON CAPITAL MANAGEMENT

FORTEM FINANCIAL GROUP, LLC

NovaPoint Capital, LLC

Financial & Tax Architects, LLC

VAN DEN BERG MANAGEMENT I, INC

BCGM Wealth Management, LLC

Stokes Capital Advisors, LLC

Poehling Capital Management, INC.

Nikulski Financial, Inc.

Cordatus Wealth Management LLC

Weaver Capital Management LLC

PCG Wealth Advisors, LLC

LITTLE HOUSE CAPITAL LLC

Bridge City Capital, LLC

Prudent Man Advisors, LLC

Boltwood Capital Management

MONARCH CAPITAL MANAGEMENT INC

Strategic Family Wealth Counselors, L.L.C.

$430M182

Jun 30

Q2 2026

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