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 1585–1632

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

1585

Stephenson & Company, Inc.

FPC INVESTMENT ADVISORY, INC.

Investments & Financial Planning, LLC

McCarthy Asset Management, Inc.

Three Cord True Wealth Management, LLC

Humankind Investments LLC

Monument Group Wealth Advisors, LLC

Arena Capital Advisors, LLC- CA

Sheridan Capital Management, LLC

Salus Financial Advisors, LLC

Mill Road Capital Management LLC

DELPHI FINANCIAL GROUP, INC.

Nierenberg Investment Management Company, Inc.

Momentous Wealth Management, Inc.

Cosner Financial Group, LLC

Williams Financial, LLC

ANDREWS, LUCIA WEALTH MANAGEMENT LLC

CINCINNATI CASUALTY CO

JCP Investment Management, LLC

Fee-Only Financial Planning, L.C.

Erickson Financial Group, LLC

Palliser Capital (UK) Ltd

Dean, Jacobson Financial Services, LLC

Rochester Wealth Strategies, LLC

THRYVE WEALTH MANAGEMENT LLC

Kamunting Street Capital Management, L.P.

IvyRock Asset Management (HK) Ltd

Investidor Profissional Gestao de Recursos Ltda.

Shade Tree Advisors LLC

SILVER OAK WEALTH ADVISORS SERVICES, LLC

Ackerman Asset Management, LLC

Foresight Global Investors, Inc.

Mercuria Capital Strategies, LLC

JOSH ARNOLD INVESTMENT CONSULTANT, LLC

Morrissey Wealth Management, LLC

Lepercq De Neuflize Asset Management LLC

ADG Wealth Management Group, LLC

MUSTICO FINANCIAL GROUP, INC.

DURANTE & WATERS, LLC

Black Cypress Capital Management, LLC

$150M29

Jun 30

Q2 2026

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