The Whale Ledger13F Filings9,282 filers tracked

Filers

Every institutional manager filing SEC Form 13F-HR — sorted, scored, and tracked quarter over quarter. 9,282 filers · Source: SEC EDGAR.

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Ranked by Whale ScoreShowing rows 4465–4512

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

4465

GENTRY PRIVATE WEALTH, LLC

Pillar Financial Advisors, LLC

Alpha Financial Partners, LLC

Wealth Preservation Advisors, LLC

SwitchPoint Financial Planning, LLC

Gutierrez Wealth Advisory, LLC

UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC

Swisher Financial Concepts, Inc.

RPS ADVISORY SOLUTIONS LLC

SYNTAX RESEARCH, INC.

Sherman Asset Management, Inc.

Kroeger Financial Partners

Index Venture Associates III Ltd

Copperwood Asset Management LP

VANGUARD MARKETING CORPORATION

Bregal General Partner Jersey Ltd

Madryn Asset Management, LP

IDG-Accel China Capital GP II Associates Ltd.

Declaration Partners LP

D. E. Shaw & Co., Inc.

Eisler Capital Management Ltd.

GILDER GAGNON HOWE & CO LLC

ANCHOR CAPITAL ADVISORS LLC

Harvest Portfolios Group Inc.

Aware Super Pty Ltd as trustee of Aware Super

CAPITAL ADVISORS INC/OK

CRAWFORD INVESTMENT COUNSEL INC

Badgley Phelps Wealth Managers, LLC

MAPLELANE CAPITAL, LLC

FIRST FINANCIAL BANKSHARES INC

HOWLAND CAPITAL MANAGEMENT LLC

PHILADELPHIA TRUST CO

Relyea Zuckerberg Hanson LLC

Defilade Capital Management, L.P.

Trails Edge Capital Partners, LP

CYPRESS POINT INVESTMENT MANAGEMENT LP

USA FINANCIAL FORMULAS

Able Wealth Management LLC

CAPITAL WEALTH MANAGEMENT, LLC

Divisar Capital Management LLC

JUNCTURE WEALTH STRATEGIES, LLC

PARUS FINANCE (UK) Ltd

Narus Financial Partners, LLC

$377M172

Sep 30

Q3 2026

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