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 4561–4608

Source: SEC EDGAR

#FilerScoreAUMPositionsLast filing

4561

GENEVA CAPITAL MANAGEMENT LLC

BERKSHIRE ASSET MANAGEMENT LLC/PA

LMCG INVESTMENTS, LLC

MMCAP International Inc. SPC

Financial Partners Group, Inc

KFG WEALTH MANAGEMENT, LLC

Capital Advisors Wealth Management, LLC

FIDUCIARY FINANCIAL GROUP, LLC

Affinity Capital Advisors, LLC

Schear Investment Advisers, LLC

RIVERSEDGE ADVISORS, LLC

Summit Financial Wealth Advisors, LLC

FOURPATH CAPITAL MANAGEMENT, LLC

Estabrook Capital Management

Wealth Alliance Advisory Group, LLC

Encompass More Asset Management

FINANCIAL MANAGEMENT NETWORK INC

ENCOMPASS WEALTH ADVISORS, LLC

SCHMIDT P J INVESTMENT MANAGEMENT INC

MARINO, STRAM & ASSOCIATES LLC

Perkins Coie Trust Co

Regent Peak Wealth Advisors LLC

Keudell/Morrison Wealth Management

NORTHSTAR ASSET MANAGEMENT Co

WealthBridge Capital Management, LLC

Whetstone Capital Advisors, LLC

Drum Hill Capital, LLC

ASK CAPITAL INVESTMENT MANAGERS, LLC

Algorithmic Investment Models, LLC

Private Harbour Investment Management & Counsel, LLC

Regents Gate Capital LLP

Harrison Street Private Wealth LLC

Florin Court Capital LLP

Monashee Investment Management LLC

Eschler Asset Management LLP

NewEdge Advisors, LLC

CAPITAL FUND MANAGEMENT S.A.

Private Advisor Group, LLC

$21.8B2,576

Jun 30

Q2 2026

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