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 2785–2832

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

Sand Hill Global Advisors, LLC

Calamos Wealth Management LLC

SOUND SHORE MANAGEMENT INC /CT/

Cornerstone Investment Partners, LLC

North Reef Capital Management LP

HOWLAND CAPITAL MANAGEMENT LLC

Obermeyer Wealth Partners

Goelzer Investment Management, Inc.

SIGMA INVESTMENT COUNSELORS INC

GRANDFIELD & DODD, LLC

FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC

WOODMONT INVESTMENT COUNSEL LLC

FUKOKU MUTUAL LIFE INSURANCE CO

FULTON BREAKEFIELD BROENNIMAN LLC

Nishkama Capital, LLC

AlphaStar Capital Management, LLC

BALDWIN WEALTH PARTNERS LLC/MA

KNIGHTSBRIDGE ASSET MANAGEMENT, LLC

NEUMEIER POMA INVESTMENT COUNSEL LLC

PHILLIPS FINANCIAL MANAGEMENT, LLC

First Nebraska Trust Co

CAPE COD FIVE CENTS SAVINGS BANK

Relyea Zuckerberg Hanson LLC

RATIONAL ADVISORS, INC.

Legacy Edge Advisors, LLC

Baldwin Investment Management, LLC

Sendero Wealth Management, LLC

Edenbrook Capital, LLC

Act Two Investors LLC

INVESTMENT MANAGEMENT ASSOCIATES INC /ADV

BENDER ROBERT & ASSOCIATES

DG Capital Management, LLC

CALIFORNIA FIRST LEASING CORP

Coleford Investment Management Ltd.

AllGen Financial Advisors, Inc.

Carmel Capital Management L.L.C.

HOWARD HUGHES MEDICAL INSTITUTE

CGC Financial Services, LLC

OnyxPoint Global Management LP

New England Capital Financial Advisors LLC

$418M432

Jun 30

Q2 2026

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