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 3121–3168

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

3121

FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC

Blueprint Investment Partners LLC

Banco BTG Pactual S.A.

Clarity Financial LLC

Townsend & Associates, Inc

HARTLINE INVESTMENT CORP/

Discipline Wealth Solutions, LLC

McGuire Investment Group, LLC

Black Diamond Financial, LLC

Global Strategic Investment Solutions, LLC

Cornerstone Capital, Inc.

Rodgers & Associates, LTD

Asset Advisors Investment Management, LLC

Portland Global Advisors LLC

U S GLOBAL INVESTORS INC

Laurel Wealth Advisors LLC

BlueStem Wealth Partners, LLC

ADVISORY RESEARCH INC

VR Advisory Services Ltd

Sensible Financial Planning & Management, LLC.

NI ACQUISITIONS COMPANY, LLC

Longview Financial Advisors LLC

Pioneer Family Office, LLC

Montaka Global Pty Ltd

Sarver Vrooman Wealth Advisors

Niles Investment Management, LLC

Obion Capital Management LP

SaddleRock Capital Management LLC

PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE

COURAGE CAPITAL MANAGEMENT LLC

HOMESTEAD ADVISERS CORP

Senvest Management, LLC

MARINER INVESTMENT GROUP LLC

BERKSHIRE CAPITAL HOLDINGS INC

PRINCETON CAPITAL MANAGEMENT LLC

Peak Planning Group, LLC

von Borstel & Associates, Inc.

BLUEFIN CAPITAL MANAGEMENT, LLC

BAKER BOYER NATIONAL BANK

BCR Wealth Strategies, LLC

SoundView Advisors Inc.

$281M31

Mar 31

Q1 2026

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