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 2017–2064

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

2017

HEITMAN REAL ESTATE SECURITIES LLC

Pembroke Management, LTD

WINDWARD CAPITAL MANAGEMENT CO /CA

Wilkinson Global Asset Management LLC

Clarkston Capital Partners, LLC

Tamar Securities, LLC

Polaris Capital Management, LLC

RED CEDAR INVESTMENT MANAGEMENT, LLC

Provenance Wealth Advisors, LLC

Provident Investment Management, Inc.

8 KNOTS MANAGEMENT, LLC

Anchorage Capital Advisors, L.P.

CAT ROCK CAPITAL MANAGEMENT LP

Kimmeridge Energy Management Company, LLC

Pilgrim Global Advisors LLC

Blankinship & Foster, LLC

G2 CAPITAL MANAGEMENT, LLC / OH

Ironwood Wealth Management, LLC.

Flagstone Financial Management

Fosun International Ltd

Aquire Wealth Advisors, LLC

Seaside Wealth Management, Inc.

RESTON WEALTH MANAGEMENT LLC

SYMMETRY PEAK MANAGEMENT LLC

Reliant Wealth Planning

Urban Financial Advisory Corp

Santori & Peters, Inc.

MASTER'S WEALTH MANAGEMENT INC.

Mullooly Asset Management, Inc.

Tiller Private Wealth, Inc.

LOUNTZIS ASSET MANAGEMENT, LLC

Wrenne Financial Planning LLC

Integrated Capital Management, LLC

Ergawealth Advisors, Inc.

Aufman Associates Inc

Level Wealth Management LLC

BROGAN FINANCIAL, INC.

Sterling Group Wealth Management, LLC

$244M62

Jun 30

Q2 2026

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