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 4273–4320

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

4273

West Financial Advisors, LLC

Trails Edge Capital Partners, LP

Kozak & Associates, Inc.

CYPRESS POINT INVESTMENT MANAGEMENT LP

USA FINANCIAL FORMULAS

GoalVest Advisory LLC

Eurizon Capital SGR S.p.A.

SEB Asset Management AB

Swiss Life Asset Management Ltd

Pinnacle Financial Partners, Inc.

PINEBRIDGE INVESTMENTS LLC

QRG CAPITAL MANAGEMENT, INC.

GENEVA CAPITAL MANAGEMENT LLC

BERKSHIRE ASSET MANAGEMENT LLC/PA

LMCG INVESTMENTS, LLC

MMCAP International Inc. SPC

Abacus Planning Group, Inc.

ACORN FINANCIAL ADVISORY SERVICES INC /ADV

Estabrook Capital Management

SCHMIDT P J INVESTMENT MANAGEMENT INC

MARINO, STRAM & ASSOCIATES LLC

NORTHSTAR ASSET MANAGEMENT Co

HFG Wealth Management, LLC

Drum Hill Capital, LLC

Algorithmic Investment Models, LLC

Private Harbour Investment Management & Counsel, LLC

STAPP WEALTH MANAGEMENT, PLLC

Regents Gate Capital LLP

Bestgate Wealth Advisors, LLC

Florin Court Capital LLP

Monashee Investment Management LLC

Eschler Asset Management LLP

NewEdge Advisors, LLC

Vontobel Holding Ltd.

CAPITAL FUND MANAGEMENT S.A.

$22.7B2,033

Jun 30

Q2 2026

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