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 4129–4176

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

Charter Oak Capital Management, LLC

MATRIX ASSET ADVISORS INC/NY

CLOUGH CAPITAL PARTNERS L P

JTC Employer Solutions Trustee Ltd

AWM Investment Company, Inc.

RPg Family Wealth Advisory, LLC

ABSOLUTE INVESTMENT ADVISERS, LLC

Silicon Valley Capital Partners

Core Wealth Advisors, Inc.

Benin Management CORP

Pinpoint Asset Management (Singapore) Pte. Ltd.

Cypress Point Wealth Management, LLC

Prentice Wealth Management LLC

Global View Capital Management LLC

Hurlow Wealth Management Group, Inc.

Guidance Point Advisors, LLC

SUMMIT WEALTH & RETIREMENT PLANNING, INC.

Paulson Wealth Management Inc.

BRAVE ASSET MANAGEMENT INC

HOME FEDERAL BANK OF TENNESSEE

Arrowpoint Investment Partners (Singapore) Pte. Ltd.

Safeguard Investment Advisory Group, LLC

Intergy Private Wealth, LLC

Investment Planning Advisors, Inc.

LEGACY FINANCIAL GROUP, INC.

Straight Path Wealth Management

LIBERTY SQUARE WEALTH PARTNERS LLC

Concentrum Wealth Management

CONSILIO WEALTH ADVISORS, LLC

Aspiring Ventures, LLC

ARK & TLK INVESTMENTS, LLC

Arcataur Capital Management LLC

Provident Wealth Management, LLC

Alpha Financial Advisors, LLC

Selective Wealth Management, Inc.

PENOBSCOT WEALTH MANAGEMENT

Pine Harbor Wealth Management, LLC

Strathmore Capital Advisors, Inc.

Demars Financial Group, LLC

Morling Financial Advisors, LLC

Freedom Investment Management, Inc.

CORA CAPITAL ADVISORS LLC

$356M145

Jun 30

Q2 2026

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