The Whale Ledger13F Filings9,288 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,288 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 8209–8256

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

Liberty Capital Management, Inc.

Triumph Capital Management

SHIKIAR ASSET MANAGEMENT INC

Kaye Capital Management

Shorepath Capital Management LLC

Cobler Capital Management, LLC

Measured Risk Portfolios, Inc.

QP WEALTH MANAGEMENT, LLC

Geo Capital Gestora de Recursos Ltd

Spurstone Advisory Services, LLC

FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.

MidWestOne Financial Group, Inc.

Watts Gwilliam & Co., LLC

BRASS TAX WEALTH MANAGEMENT, INC

Raab & Moskowitz Asset Management LLC

NovaPoint Capital, LLC

VAN DEN BERG MANAGEMENT I, INC

BCGM Wealth Management, LLC

Nikulski Financial, Inc.

PCG Wealth Advisors, LLC

LITTLE HOUSE CAPITAL LLC

Bridge City Capital, LLC

Prudent Man Advisors, LLC

Strategic Family Wealth Counselors, L.L.C.

DELTA FINANCIAL ADVISORS LLC

Xcel Wealth Management, LLC

Prasad Wealth Partners, LLC

Siena Capital Partners GP, LLC

Accretive Wealth Partners, LLC

ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC

Rock Point Advisors, LLC

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV

Redmond Asset Management, LLC

Argent Advisors, Inc.

Stiles Financial Services Inc

Pathway Financial Advisers, LLC

Donoghue Forlines LLC

Vectors Research Management, LLC

Gilliland Jeter Wealth Management LLC

NORTHCAPE WEALTH MANAGEMENT, LLC

$381M144

Jun 30

Q2 2026

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