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 2497–2544

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

2497

Heritage Financial Services, LLC

Global Endowment Management, LP

Permanens Capital L.P.

RMG Wealth Management LLC

Bronte Capital Management Pty Ltd.

Alaska Wealth Advisors

Wallace Capital Management Inc.

High Probability Advisors, LLC

Front Street Capital Management, Inc.

J.P. Marvel Investment Advisors, LLC

Fractal Investments LLC

ADAMS NATURAL RESOURCES FUND, INC.

Virtus Wealth Solutions LLC

Vanderbilt University

Austin Asset Management Co Inc

Tarbox Family Office, Inc.

Blue Owl Capital Holdings LP

PRESILIUM PRIVATE WEALTH, LLC

FFT WEALTH MANAGEMENT LLC

ELEMENT POINTE ADVISORS, LLC

Sanchez Wealth Management Group

Noble Family Wealth, LLC

Privium Fund Management B.V.

Verde Capital Management

Mandatum Life Insurance Co Ltd

DecisionPoint Financial, LLC

Oakwell Private Wealth Management, LLC

Timothy G. Youngquist 2020 Irrevocable Trust

PRUDENT INVESTORS NETWORK, INC.

Hollow Brook Wealth Management LLC

RAMSEY QUANTITATIVE SYSTEMS

PARNASSUS INVESTMENTS, LLC

Winslow Capital Management, LLC

LONDON CO OF VIRGINIA

ARIEL INVESTMENTS, LLC

BOUSSARD & GAVAUDAN GESTION SAS

TOMPKINS FINANCIAL CORP

Moisand Fitzgerald Tamayo, LLC

Adams Asset Advisors, LLC

GoalVest Advisory LLC

$578M725

Sep 30

Q3 2026

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