The Whale Ledger13F Filings9,279 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,279 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 1537–1584

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

Capco Asset Management, LLC

Quaker Capital Investments, LLC

Solitude Financial Services

Core Wealth Management, Inc.

Timelo Investment Management Inc.

HAMILTON CAPITAL PARTNERS, LLC

Roberts Financial LLC

Bishop & Co Investment Management, LLC

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.

WIM INVESTMENT MANAGEMENT Ltd

Four Tree Island Advisory LLC

Bull Oak Capital, LLC

Avanda Investment Management Pte. Ltd.

BLUESTEM FINANCIAL ADVISORS, LLC

Tumwater Wealth Management, LLC

Boulder Wealth Advisors, LLC

New England Professional Planning Group Inc.

Heritage Wealth Management, Inc./Texas

Wealth Management Strategies, Inc.

Tull Financial Group, Inc.

CARL STUART INVESTMENT ADVISOR, INC

Unconventional Investor, LLC

ALETHEA CAPITAL MANAGEMENT, LLC

Avos Capital Management, LLC

GRAND WEALTH MANAGEMENT, LLC

Brown Financial Advisory

Trevian Wealth Management LLC

Carroll Investors, Inc

Sassicaia Capital Advisers LLC

Ciovacco Capital Management LLC

Galilei Investment Office LLP

Chou Associates Management Inc.

Tassel Capital Management, Inc.

$214M45

Jun 30

Q2 2026

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