The Whale Ledger13F Filings9,289 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,289 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 2833–2880

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

2833

BALDWIN WEALTH PARTNERS LLC/MA

KNIGHTSBRIDGE ASSET MANAGEMENT, LLC

NEUMEIER POMA INVESTMENT COUNSEL LLC

First Financial Bank - Trust Division

PHILLIPS FINANCIAL MANAGEMENT, LLC

First Nebraska Trust Co

CAPE COD FIVE CENTS SAVINGS BANK

Relyea Zuckerberg Hanson LLC

RATIONAL ADVISORS, INC.

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

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

CAPITAL WEALTH MANAGEMENT, LLC

Kanen Wealth Management LLC

Kiltearn Partners LLP

DKRT Investments Corp.

Holowesko Partners Ltd.

Redwood Grove Capital, LLC

Keystone Financial Planning, Inc.

PARUS FINANCE (UK) Ltd

Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group

11 Capital Partners LP

Vert Asset Management LLC

GLYNN CAPITAL MANAGEMENT LLC

Members Advisory Group LLC

Seven Post Investment Office LP

Your Advocates Ltd., LLP

LONESTAR CAPITAL MANAGEMENT LLC

Westwood Wealth Management

Greenbush Financial Group, LLC

Elite Wealth Management, Inc.

$337M47

Jun 30

Q2 2026

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