The Whale Ledger13F Filings9,302 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,302 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 2545–2592

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

2545

Telemark Asset Management, LLC

Talbot Financial, LLC

CAMPBELL NEWMAN ASSET MANAGEMENT INC

Stack Financial Management, Inc

Sandhill Capital Partners LLC

MANE GLOBAL CAPITAL MANAGEMENT LP

WAYCROSS PARTNERS, LLC

Heron Bay Capital Management

Taikang Asset Management (Hong Kong) Co Ltd

WATER ISLAND CAPITAL LLC

Ironvine Capital Partners, LLC

Center for Financial Planning, Inc.

NAN FUNG TRINITY (HK) Ltd

B&D White Capital Company, LLC

8 KNOTS MANAGEMENT, LLC

Anchorage Capital Advisors, L.P.

CAT ROCK CAPITAL MANAGEMENT LP

Kimmeridge Energy Management Company, LLC

Pilgrim Global Advisors LLC

Pioneer Wealth Management Group

Southern Financial Group, LLC

VALLEY FORGE INVESTMENT CONSULTANTS INC ADV

ACT WEALTH MANAGEMENT, LLC

RESOLUTE CAPITAL, LLC

Unifi Asset Management LP

Taylor Securities Services, Inc.

HRC WEALTH MANAGEMENT, LLC

Gross & Hartman Investments LLC

SVRN Asset Management, LLC

Thoma Capital Management LLC

BITTERROOT CAPITAL ADVISORS LLC

REICON WEALTH ADVISORS, LLC

Safe Harbor Family Capital, LLC

Markin Volterra Fund LP

Mallini Complete Financial Planning LLC

Timmons Wealth Management, LLC

Stembrook Asset Management, LLC

Ursa Fund Management, LLC

SENTINEL TRUST CO LBA

CAPITAL MANAGEMENT CORP /VA

$666M72

Jun 30

Q2 2026

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