The Whale Ledger13F Filings9,294 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,294 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 1393–1440

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

1393

Quaker Capital Investments, LLC

Solitude Financial Services

Core Wealth Management, Inc.

LifeGuide Financial Advisors, LLC

Timelo Investment Management Inc.

HAMILTON CAPITAL PARTNERS, LLC

Roberts Financial LLC

Roth Financial Partners LLC

Prodigy Asset Management LLC

Hassell Wealth Management, LLC

New Perspectives, Inc

Bishop & Co Investment Management, LLC

Walker Financial Services, Inc.

Hapanowicz & Associates Financial Services, Inc

JW Asset Management, LLC

Axiom Financial Strategies, LLC

THOR TRADING ADVISORS, LLC

Chaney Capital Management, Inc.

GoodHaven Capital Management, LLC

Windward Private Wealth Management Inc.

Defender Capital, LLC.

FSA Investment Group, LLC

WIM INVESTMENT MANAGEMENT Ltd

Four Tree Island Advisory LLC

Bull Oak Capital, LLC

Avanda Investment Management Pte. Ltd.

Trellis Wealth Advisors LLC

BLUESTEM FINANCIAL ADVISORS, LLC

Tumwater Wealth Management, LLC

Boulder Wealth Advisors, LLC

Verisail Partners, LLC

New England Professional Planning Group Inc.

Ballentine Capital Advisors, Inc

Hippocratic Financial Advisors, LLC

Altus Wealth Management, LLC

Heritage Wealth Management, Inc./Texas

Wealth Management Strategies, Inc.

Tull Financial Group, Inc.

Client First Capital LLC

CARL STUART INVESTMENT ADVISOR, INC

$249M21

Jun 30

Q2 2026

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