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 3841–3888

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

3841

WNY Asset Management, LLC

Goldstein Advisors, LLC

Bedel Financial Consulting, Inc.

Synergy Asset Management, LLC

True North Advisors, LLC

CAHILL FINANCIAL ADVISORS INC

Westerkirk Capital Inc.

Harbour Trust & Investment Management Co

CALIBER WEALTH MANAGEMENT, LLC / KS

Impact Partnership Wealth, LLC

Counterpoint Mutual Funds LLC

CATALYST FINANCIAL PARTNERS LLC

Financial Advisors, LLC

JFG Wealth Management, LLC

Jones Hill Capital LP

CGC Financial Services, LLC

Myriad Asset Management Advisors LLC

CAPITAL WEALTH MANAGEMENT, LLC

SAVA PENZISKO DRUSHTVO A.D. SKOPJE

Guardian Wealth Management, LLC

Squadron Capital Management LLC

BURKETT FINANCIAL SERVICES, LLC

Boothe Investment Group, Inc.

Kalehua Capital Management LLC

Choice Wealth Advisors, LLC

Wealth Analytics Partners, LLC

Peirce Capital Management, LLC

Physician Wealth Solutions Inc.

Aurelius Family Office LLC

ARP Global Capital Ltd

Azarias Capital Management, L.P.

Beartown Capital Management, LLC

NEXTBio Capital Management LP

Envision Financial LLC

MAC Alpha Capital Management, LP

KENNICOTT CAPITAL MANAGEMENT LLC

Mader & Shannon Wealth Management, Inc.

Capelight Capital Asset Management LP

$208M38

Jun 30

Q2 2026

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