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 3073–3120

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

3073

Cornerstone Advisors, LLC

Wharton Business Group, LLC

Waratah Capital Advisors Ltd.

Burkehill Global Management, LP

Advocacy Wealth Management, LLC

RWC Asset Management LLP

LOCKHEED MARTIN INVESTMENT MANAGEMENT CO

Delta Accumulation, LLC

SEVEN GRAND MANAGERS, LLC

GREENWOOD GEARHART INC

Main Street Research LLC

Rock Springs Capital Management LP

WATERS PARKERSON & CO., LLC

LGT CAPITAL PARTNERS LTD.

ADELL HARRIMAN & CARPENTER INC

Eversept Partners, LP

TRIGLAV INVESTMENTS, D.O.O.

HITE Hedge Asset Management LLC

FRANKLIN STREET ADVISORS INC /NC

Sather Financial Group Inc

Maple Capital Management, Inc.

DigitalBridge Group, Inc.

Lutz Financial Services LLC

Howard Capital Management Group, LLC

Blue Chip Partners, LLC

Bouchey Financial Group Ltd

Mill Capital Management, LLC

Gemmer Asset Management LLC

PETREDIS INVESTMENT ADVISORS LLC

Hilton Capital Management, LLC

Edgemoor Investment Advisors, Inc.

Narwhal Capital Management

Value Partners Investments Inc.

Hemenway Trust Co LLC

NIXON PEABODY TRUST CO

WEATHERLY ASSET MANAGEMENT L. P.

Private Wealth Partners, LLC

Clearwater Capital Advisors, LLC

Ninepoint Partners LP

MMBG INVESTMENT ADVISORS CO.

RKL Wealth Management LLC

SP Asset Management LLC

$1.2B137

Jun 30

Q2 2026

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