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 2161–2208

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

2161

Sage Mountain Advisors LLC

Wellspring Financial Advisors, LLC

Winthrop Advisory Group LLC

Park West Asset Management LLC

WEITZ INVESTMENT MANAGEMENT, INC.

Bristol Gate Capital Partners Inc.

SOMA EQUITY PARTNERS LP

TRAPHAGEN INVESTMENT ADVISORS LLC

AltraVue Capital, LLC

CENTRAL SECURITIES CORP

Syntegra Private Wealth Group, LLC

FIRST BUSINESS FINANCIAL SERVICES, INC.

Ophir Asset Management Pty Ltd

Blue Grotto Capital, LLC

Kohmann Bosshard Financial Services, LLC

Octavia Wealth Advisors, LLC

Focused Wealth Management, Inc

Voya Financial Advisors, Inc.

Strategies Wealth Advisors, LLC

Alta Park Capital, LP

Hook Mill Capital Partners, LP

Minneapolis Portfolio Management Group, LLC

Melqart Asset Management (UK) Ltd

One Madison Group LLC

Massar Capital Management, LP

Columbus Hill Capital Management, L.P.

MARS JEWETT FINANCIAL GROUP, INC.

Step Capital Management Pte. Ltd.

Endure Capital Management, LLC

Beacon Wealthcare LLC

Outlook Capital Management, LLC

Cerity Partners Retirement Plan Advisors LLC

RETIREMITTEN FINANCIAL LLC

Steffes Financial, Ltd.

KRM WEALTH MANAGEMENT L.L.C.

Bayshore Capital Advisors, LLC

Alpine Fox Capital LLC

$211M24

Jun 30

Q2 2026

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