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 8305–8352

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

8305

Davis Capital Management

Sunrise Financial Services, LLC

McLaughlin Asset Management, Inc.

BLUE JEAN FINANCIAL LLC

MFG WEALTH MANAGEMENT, INC.

Sidoxia Capital Management, LLC

Godfrey Financial Associates, Inc.

Infinity Wealth Counsel, LLC

Blue Line Capital, LLC / IL

1015 Capital Partners, LLC

Ankerstar Wealth, LLC

Oakmont Advisory Group, LLC

FELL CAPITAL MANAGEMENT /ADV

Wisconsin Wealth Advisors, LLC

Bluebird Wealth Management LLC

Shepherd Street Advisors LLC

Ark Wealth Advisors LLC

MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV

Elevated Private Wealth, LLC

Stenham Asset Management (UK) Plc

Compound Global Advisors, LLC

Hunter Perkins Capital Management, LLC

Darwin Wealth Management, LLC

PHYSICIANS FINANCIAL SERVICES, INC.

Wood Tarver Financial Group, LLC

Sandbox Financial Partners, LLC

Ceeto Capital Group, LLC

Colorado Capital Management, Inc.

Palisades Hudson Asset Management, L.P.

Wayfinding Financial, LLC

Cloud Capital Management, LLC

Optimist Retirement Group LLC

CYBER HORNET ETFs LLC

Catalina Capital Group, LLC

Horizons Wealth Management

MOSAIC FINANCIAL GROUP, LLC

Canandaigua National Trust Co of Florida

Laidlaw Wealth Management LLC

IA Venture Strategies Fund II, LP

Founders Fund V Management, LLC

$2M2

Dec 31

Q4 2025

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