The Whale Ledger13F Filings9,303 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,303 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 2881–2928

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

2881

Aragon Global Management, LP

Robertson Opportunity Capital, LLC

Hiley Hunt Wealth Management

Tandem Wealth Advisors LLC

Two Point Capital Management, Inc.

Tribune Investment Group LP

Unison Asset Management LLC

UDINE WEALTH MANAGEMENT, INC.

NewGen Asset Management Ltd

TrueWealth Financial Partners

Privium Fund Management (UK) Ltd

Latko Wealth Management, Ltd.

Richardson Capital Management LLC

Cooper Capital Advisors LLC

Chronos Wealth Management, LLC

Catawba River Capital

Vestment Financial LLC

STERLING INVESTMENT ADVISORS LLC /ADV

Ategra Capital Management, LLC

Mirabaud Asset Management (France) SAS

Ameraudi Asset Management, Inc.

Yardley Wealth Management LLC

Solano Wealth Investment Advisors LLC

CORNERSTONE ENTERPRISES, LLC

Comprehensive Wealth Management, LLC

Crown Oak Advisors, LLC

KM Capital Management Ltd.

Blue Door Asset Management, LLC

FISCHER INVESTMENT STRATEGIES, LLC

Capelight Capital Asset Management LP

RWQ Financial Management Services, Inc.

Creek Drive Management Group LLC

Treasure Coast Financial Planning

Sage Advisory Services, Ltd.Co.

ELWOOD CAPITAL PARTNERS LP

ARRIEN INVESTMENTS, INC.

Global Wealth Management, LLC

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC

Echo Wealth Management, LLC

CHANNING GLOBAL ADVISORS, LLC

QSM Asset Management Ltd

Anderson Financial Strategies, LLC

$192M36

Jun 30

Q2 2026

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