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 8929–8976

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

8929

X-Square Capital, LLC

WEALTHEDGE INVESTMENT ADVISORS, LLC

Murphy Pohlad Asset Management LLC

HOWARD WEALTH MANAGEMENT, LLC

Oxinas Partners Wealth Management LLC

Core Wealth Partners LLC

Fortune Financial Advisors, LLC

Beaton Management Co. Inc.

First City Capital Management, Inc.

SECURED RETIREMENT ADVISORS, LLC

Cascade Investment Advisors, Inc.

DecisionMap Wealth Management, LLC

Coordinated Financial Services, Inc.

American Institute for Advanced Investment Management, LLP

Old North State Trust, LLC

Sippican Capital Advisors

WILLNER & HELLER, LLC

Clarendon Private LLC

Pine Haven Investment Counsel, Inc

MeadowBrook Investment Advisors LLC

Traub Capital Management LLC

Rangeley Capital, LLC

Vantage Financial Partners, LLC

MGB Wealth Management, LLC

Lion Street Advisors, LLC

Accredited Wealth Management, LLC

Schrum Private Wealth Management LLC

Sagewood Asset Management LP

SmartHarvest Portfolios, LLC

Fortress Wealth Management, Inc.

Anchor Bay Capital, Inc.

Ares Systematic Credit Ltd

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