The Whale Ledger13F Filings9,293 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,293 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 20172064
Source: SEC EDGAR
#FilerScoreAUMPositionsLast filing
2017
Stanich Group LLC
68
$159M52
Jun 30
Q2 2026
2018
Virtus Fixed Income Advisers, LLC
68
$158M86
Jun 30
Q2 2026
2019
Ridgeline Wealth Planning, LLC
68
$158M53
Jun 30
Q2 2026
2020
ATLANTIC FAMILY WEALTH, LLC
68
$156M64
Jun 30
Q2 2026
2021
Greenhouse Wealth Management, LLC
68
$142M52
Jun 30
Q2 2026
2022
Campbell Deegan Wealth Management, LLC
68
$141M56
Jun 30
Q2 2026
2023
Mallini Complete Financial Planning LLC
68
$140M70
Jun 30
Q2 2026
2024
Templeton & Phillips Capital Management, LLC
68
$137M52
Jun 30
Q2 2026
2025
CONQUIS FINANCIAL LLC
68
$124M54
Jun 30
Q2 2026
2026
Clientfirst Wealth Management, LLC
68
$122M53
Jun 30
Q2 2026
2027
SATURNA CAPITAL CORP
67
$8.2B140
Jun 30
Q2 2026
2028
BRISTOL JOHN W & CO INC /NY/
67
$6.8B113
Jun 30
Q2 2026
2029
Mondrian Investment Partners LTD
67
$6.5B111
Jun 30
Q2 2026
2030
Aequim Alternative Investments LP
67
$6.4B102
Jun 30
Q2 2026
2031
DJE Kapital AG
67
$5.3B124
Jun 30
Q2 2026
2032
Yaupon Capital Management LP
67
$5.1B124
Jun 30
Q2 2026
2033
Bernicke Wealth Management, Ltd.
67
$861M111
Jun 30
Q2 2026
2034
JOHO CAPITAL LLC
67
$373M10
Mar 31
Q1 2026
2035
STONEHILL CAPITAL MANAGEMENT LLC
67
$197M15
Mar 31
Q1 2026
2036
SANDERS MORRIS HARRIS LLC
67
$172M75
Jun 30
Q2 2026
2037
PARADIGM CAPITAL MANAGEMENT INC/NY
67
$3.7B174
Jun 30
Q2 2026
2038
First Trust Capital Management L.P.
67
$1.7B161
Jun 30
Q2 2026
2039
Anson Funds Management LP
67
$1.7B173
Jun 30
Q2 2026
2040
NEXPOINT ASSET MANAGEMENT, L.P.
67
$1.5B107
Jun 30
Q2 2026
2041
Violich Capital Management, Inc.
67
$919M122
Jun 30
Q2 2026
2042
DIMENSION CAPITAL MANAGEMENT LLC
67
$854M141
Jun 30
Q2 2026
2043
Burton Enright Welch
67
$852M146
Jun 30
Q2 2026
2044
Galaxy Group Investments LLC
67
$843M49
Dec 31
Q4 2025
2045
INFINITUM ASSET MANAGEMENT, LLC
67
$801M22
Mar 31
Q1 2026
2046
CORSAIR CAPITAL MANAGEMENT, L.P.
67
$800M165
Jun 30
Q2 2026
2047
Avenir Tech Ltd
67
$790M23
Mar 31
Q1 2026
2048
Human Investing LLC
67
$771M137
Jun 30
Q2 2026
2049
Partners in Financial Planning
67
$660M131
Jun 30
Q2 2026
2050
SYQUANT CAPITAL SAS
67
$640M40
Mar 31
Q1 2026
2051
GOULD ASSET MANAGEMENT LLC /CA/
67
$635M176
Jun 30
Q2 2026
2052
ANCHOR CAPITAL MANAGEMENT COMPANY, LLC
67
$97M8
Jun 30
Q2 2026
2053
OPTIMAS CAPITAL Ltd
67
$97M15
Jun 30
Q2 2026
2054
Kore Advisors LP
67
$96M17
Jun 30
Q2 2026
2055
John & Kathleen Schreiber Foundation
67
$96M4
Jun 30
Q2 2026
2056
AIP, LLC
67
$95M2
Jun 30
Q2 2026
2057
SkyKnight Capital, L.P.
67
$94M3
Jun 30
Q2 2026
2058
Divco West Real Estate Services, LLC
67
$94M4
Jun 30
Q2 2026
2059
AFLAC INC
67
$93M4
Jun 30
Q2 2026
2060
Accel Growth Fund V Associates L.L.C.
67
$90M2
Jun 30
Q2 2026
2061
Mayar Capital Ltd.
67
$89M16
Jun 30
Q2 2026
2062
Stone House Capital Management, LLC
67
$89M3
Jun 30
Q2 2026
2063
Truxt Investmentos Ltda.
67
$87M20
Jun 30
Q2 2026
2064
Applied Fundamental Research, LLC
67
$85M10
Jun 30
Q2 2026
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