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AUM 13F Alternatives & Competitors

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AUM 13F logo

Alternatives to AUM 13F

Curated replacements grouped by fit, tradeoffs, pricing flexibility, and platform access. Use this list to decide which AUM 13F competitor is worth testing first.

Looking for a AUM 13F replacement? We've profiled 20 alternatives by workflow fit, pricing flexibility, caveats, and platform access. Whether you need a free option to trial, mobile-ready workflows, or API integrations, this list helps you choose what to test first.

Visit AUM 13FFree alternativesTool details

Disclosure: outbound links may include affiliate or sponsor links

Which Alternative Should You Use?

Investing.com logo

Investing.com

Closest replacement

Best for: Users looking for one free global market portal for quotes, charts, calendars, news, watchlists, and portfolio tracking.

  • Investing.com best matches the base workflow on fundamental research, market monitoring, and charting and technical analysis.
  • Investing.com also has a free plan, so you can try it without paying. Free-plan limits: Free access is ad-supported and does not include the full InvestingPro research layer.

Watch for: Not a broker or API product: Investing.com does not provide trade execution or a public API. Widgets and RSS are its public integration methods.

View InvestingPro
DetailsCompare
Yahoo Finance logo

Yahoo Finance

Best workflow fit

Best for: Investors who want free quotes, news, watchlists, portfolios, charts, and basic research in one product.

  • Yahoo Finance best matches the base workflow on fundamental research, portfolio alerts, and market monitoring.
  • Yahoo Finance also has a free plan, so you can try it without paying. Free-plan limits: Signup required. Free account/sign-in may be required for some portfolio and watchlist features.

Watch for: Data is informational, not trading-grade: Yahoo says all finance data is informational and not intended for trading or investing purposes.

Open Yahoo Finance
DetailsCompare
Fiscal.ai logo

Fiscal.ai

Best audience fit

Best for: Investors who want AI-assisted company research backed by financials, estimates, transcripts, filings, and dashboards.

  • Fiscal.ai best matches the base workflow on fundamental research, charting and technical analysis, and portfolio tracking.
  • Fiscal.ai also has a free plan, so you can try it without paying. Free-plan limits: Signup required. Free terminal access has dashboard, history, event, and AI prompt limits.

Watch for: Free access is limited: The free API is limited to 100 companies, 50 requests per minute, and 250 requests per day. Deeper history, exports, and some datasets require paid plans.

Try Fiscal.ai
DetailsCompare
GuruFocus logo

GuruFocus

Strong runner-up

Best for: Value investors looking for long historical fundamentals, GF Score, GF Value, and guru/institutional holdings.

  • GuruFocus best matches the base workflow on investor holdings research, fundamental research, and stock research.
  • GuruFocus also has a free plan, so you can try it without paying. Free-plan limits: Signup required. A free account has limited access.

Watch for: Paid access is region and tier dependent: Annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.

Start GuruFocus trial
DetailsCompare

Detailed Alternatives

I want to

Our ranked order by workflow overlap and quality.

1
Investing.com logo
Closest replacement

Investing.com

Analyst pickTested by us

Bottom line: Users looking for one free global market portal for quotes, charts, calendars, news, watchlists, and portfolio tracking.

Keep

  • Institutional Ownership
  • Insider Data
  • Improved Filings
  • Watchlist
  • Alerts
  • Data Visualizations

Gain

  • Stock Ideas
  • Screeners
  • Stock Comparison
  • Options

Lose

  • Hedge Funds coverage
  • Private Funds coverage

Watch out

  • Avoid as a full replacement if you rely on investor holdings research, stock research, and portfolio alerts.
  • Free-plan limits: Free access is ad-supported and does not include the full InvestingPro research layer. Free WarrenAI access is limited to 10 lifetime messages and requires an account; paid plans include 50 or 500 credits per month. ProPicks, premium reports, and deeper datasets are plan-gated.
  • Not a broker or API product: Investing.com does not provide trade execution or a public API. Widgets and RSS are its public integration methods.
Cost
Free, no signup

$18.95/moto go paid

$10.05/mo less than AUM 13F

Fit
Partial replacement
View InvestingProCompare
Full review and details
2
GuruFocus logo
Partial replacement

GuruFocus

Analyst pickTested by us

Bottom line: Value investors looking for long historical fundamentals, GF Score, GF Value, and guru/institutional holdings.

Keep

  • Institutional Ownership
  • Insider Data
  • Improved Filings
  • Watchlist
  • Alerts
  • Data Visualizations

Gain

  • Stock Ideas
  • Screeners
  • ETF Screeners
  • Top Analysts

Lose

  • Hedge Funds coverage
  • Private Funds coverage
  • Real Estate coverage

Watch out

  • Avoid as a full replacement if you rely on portfolio alerts, market monitoring, and advisor and client reporting.
  • Free-plan limits: Signup required. A free account has limited access. Free members have limited portfolio capacity.
  • Paid access is region and tier dependent: Annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.
Cost
Free with signup

$45.75/moto go paid, billed yearly

$16.75/mo more than AUM 13F

Fit
Partial replacement
Start GuruFocus trialCompare
Full review and details
3
Fiscal.ai logo
Best audience fit

Fiscal.ai

Analyst pickTested by us

Bottom line: Investors who want AI-assisted company research backed by financials, estimates, transcripts, filings, and dashboards.

Keep

  • Institutional Ownership
  • Insider Data
  • Improved Filings
  • Watchlist
  • Alerts
  • Data Visualizations

Gain

  • Stock Ideas
  • Screeners
  • Stock Comparison
  • Portfolio

Lose

  • Hedge Funds coverage
  • Private Funds coverage
  • Real Estate coverage

Watch out

  • Avoid as a full replacement if you rely on investor holdings research, stock research, and portfolio alerts.
  • Free-plan limits: Signup required. Free terminal access has dashboard, history, event, and AI prompt limits. Free API access covers 100 companies, 50 requests per minute, and 250 requests per day.
  • Free access is limited: The free API is limited to 100 companies, 50 requests per minute, and 250 requests per day. Deeper history, exports, and some datasets require paid plans.
Cost
Free with signup

$39/moto go paid

$10/mo more than AUM 13F

Fit
Partial replacement
Try Fiscal.aiCompare
Full review and details
4
Yahoo Finance logo
Yahoo FinanceBest workflow fit
4
Yahoo Finance logo
Best workflow fit

Yahoo Finance

Tested by us

Bottom line: Investors who want free quotes, news, watchlists, portfolios, charts, and basic research in one product.

Keep

  • Institutional Ownership
  • Insider Data
  • Improved Filings
  • Watchlist
  • Alerts
  • Data Visualizations

Gain

  • News
  • Calendar
  • Portfolio
  • Stock Ideas

Lose

  • Hedge Funds coverage
  • Private Funds coverage
  • Real Estate coverage
  • Funds coverage

Watch out

  • Avoid as a full replacement if you rely on investor holdings research and stock research.
  • Free-plan limits: Signup required. Free account/sign-in may be required for some portfolio and watchlist features. Premium portfolio analytics, research, screeners, and longer downloadable history are paid.
  • Data is informational, not trading-grade: Yahoo says all finance data is informational and not intended for trading or investing purposes.
Cost
Free with signup

$7.95/moto go paid, billed yearly

$21.05/mo less than AUM 13F

Fit
Drop-in replacement
Open Yahoo FinanceCompare
Full review and details
5
Perplexity Finance logo
Perplexity FinanceDrop-in replacement
5
Perplexity Finance logo
Drop-in replacement

Perplexity Finance

Analyst pickTested by us

Bottom line: Users looking for cited AI answers over finance pages, filings, news, charts, watchlists, screeners, ownership data, and earnings documents.

Keep

  • Institutional Ownership
  • Insider Data
  • Improved Filings
  • Watchlist
  • Data Visualizations

Gain

  • Screeners
  • News
  • Calendar
  • Analyst Forecasts

Lose

  • Alerts
  • Hedge Funds coverage
  • Private Funds coverage
  • Real Estate coverage

Watch out

  • Avoid as a full replacement if you rely on investor holdings research and portfolio alerts.
  • Free-plan limits: Free consumer plan includes 3 Pro searches per day. Pro is listed locally at $20/month and Max at $200/month for consumer access. Agent API finance_search is billed at $0.005 per invocation, or $5 per 1,000 invocations, with model tokens billed separately.
  • AI answer quality still needs review: Perplexity cites sources, but investment conclusions, calculations, and data joins should be verified before use.
Cost
Free, no signup

$20/moto go paid

$9/mo less than AUM 13F

Fit
Drop-in replacement
Open Perplexity FinanceCompare
Full review and details
6
BamSEC logo
BamSECPartial replacement
6
BamSEC logo
Partial replacement

BamSEC

Analyst pickTested by us

Bottom line: Analysts and investors spending meaningful time in SEC filings, transcripts, tables, redlines, and ownership disclosures.

Keep

  • Institutional Ownership
  • Insider Data
  • Improved Filings
  • Watchlist
  • Alerts

Gain

  • Screeners
  • Stock Ideas
  • Diff View
  • Transcripts

Lose

  • Data Visualizations
  • ETFs coverage
  • Hedge Funds coverage
  • Private Funds coverage

Watch out

  • Avoid as a full replacement if you rely on investor holdings research, market monitoring, and charting and technical analysis.
  • Free-plan limits: Free access is mainly filing browsing. Pro has a 7-day free trial and is billed annually. Enterprise is sold through contact/demo flow after the AlphaSense acquisition.
  • Premium workflows are paid: Document Search, table downloads, all-company screens, ownership analytics, advanced alerts, and comparison tools require Pro or Enterprise.
Cost
Free, no signup

$69/moto go paid

$40/mo more than AUM 13F

Fit
Partial replacement
Try BamSEC ProCompare
Full review and details
7
CapEdge logo
CapEdgePartial replacement
7
CapEdge logo
Partial replacement

CapEdge

Analyst pickTested by us

Bottom line: Investors looking for a free SEC filings, transcripts, ownership, IPO, and alert workflow.

Keep

  • Institutional Ownership
  • Insider Data
  • Improved Filings
  • Alerts
  • Data Visualizations

Gain

  • Screeners
  • Stock Comparison
  • Financials
  • Diff View

Lose

  • Watchlist
  • Hedge Funds coverage
  • Private Funds coverage
  • Real Estate coverage

Watch out

  • Avoid as a full replacement if you rely on investor holdings research, stock research, and market monitoring.
  • Free-plan limits: Signup required. CapEdge markets the product as 100% free. Free registration unlocks all data and features.
  • Account needed for full access: You can browse some tables without signing in. A free account opens the rest of CapEdge's research and account tools.
Cost
Free with signup

Free onlyno paid tier

$29/mo less than AUM 13F

Fit
Partial replacement
Open CapEdgeCompare
Full review and details
8
13F Insight logo
13F InsightDrop-in replacement
8
13F Insight logo
Drop-in replacement

13F Insight

Bottom line: Ask plain-English questions about 13F filings instead of working through spreadsheets by hand.

Keep

  • Institutional Ownership
  • Insider Data
  • Watchlist
  • Alerts
  • Data Visualizations

Gain

  • Regulatory Filings Monitoring
  • News
  • AI Research
  • Education

Lose

  • Improved Filings
  • Hedge Funds coverage
  • Private Funds coverage
  • Real Estate coverage

Watch out

  • Avoid as a full replacement if you rely on macro and fund research and advisor and client reporting.
  • Free-plan limits: Two AI questions are free without signup. Free account raises usage to five questions per day. Free accounts include 3 email alerts, 5 watchlist items, 1 year of holdings history, and 100 API calls per day.
  • 13F filings are stale by design: The AI reads real 13F filings, but those filings are quarterly, delayed, and incomplete views of manager exposure.
Cost
Free, no signup

$29/moto go paid

Same starting price as AUM 13F

Fit
Drop-in replacement
See 13F Insight pricingCompare
Full review and details
9
SentiSense logo
SentiSenseDrop-in replacement
9
SentiSense logo
Drop-in replacement

SentiSense

Bottom line: Active investors and developers looking for market data, news clustering, social sentiment, institutional flow, insider trades, and AI analysis in one beta workspace.

Keep

  • Institutional Ownership
  • Insider Data
  • Watchlist
  • Alerts
  • Data Visualizations

Gain

  • Stock Ideas
  • Screeners
  • Quant
  • News

Lose

  • Improved Filings
  • Hedge Funds coverage
  • Private Funds coverage
  • Real Estate coverage

Watch out

  • Avoid as a full replacement if you rely on investor holdings research and advisor and client reporting.
  • Free-plan limits: Signup required. Free plan includes 1,000 API requests/month and limited market-intelligence access. PRO is listed at $15/month or $144/year with unlimited monthly API and MCP calls at up to 300 requests per minute.
  • Beta product with plan limits: Free and PRO quotas are now published, but the product remains young and users should verify endpoint-level access before depending on it in production.
Cost
Free with signup

$15/moto go paid

$14/mo less than AUM 13F

Fit
Drop-in replacement
Learn about SentiSenseCompare
Full review and details
10
TipRanks logo
TipRanksPartial replacement
10
TipRanks logo
Partial replacement

TipRanks

Analyst pickTested by us

Bottom line: Retail investors looking for analyst consensus, expert rankings, Smart Score, news sentiment, and stock ideas.

Keep

  • Institutional Ownership
  • Insider Data
  • Watchlist
  • Alerts
  • Data Visualizations

Gain

  • Stock Ideas
  • Top Analysts
  • Screeners
  • ETF Screeners

Lose

  • Improved Filings
  • Hedge Funds coverage
  • Private Funds coverage
  • Real Estate coverage

Watch out

  • Avoid as a full replacement if you rely on investor holdings research, portfolio alerts, and market monitoring.
  • Free-plan limits: Signup required. Free/Basic MCP OAuth quota is 10 tool calls per month. Free API-key tier is limited to 10 requests per minute and 50 requests per month.
  • Best tools are paid: Premium and Ultimate gate Smart Portfolio, Smart Score, expert/insider/hedge-fund tools, exports, and higher MCP quotas.
Cost
Free with signup

Free • Contact for pricing

Fit
Partial replacement
View TipRanks plansCompare
Full review and details
11
ChartMill logo
ChartMillPartial replacement
11
ChartMill logo
Partial replacement

ChartMill

Tested by us

Bottom line: Self-directed traders and investors looking for technical and fundamental screening, watchlists, alerts, charts, and idea templates in one browser product.

Keep

  • Institutional Ownership
  • Insider Data
  • Watchlist
  • Alerts
  • Data Visualizations

Gain

  • Screeners
  • Stock Ideas
  • Stock Comparison
  • Scores

Lose

  • Improved Filings
  • Hedge Funds coverage
  • Private Funds coverage
  • Real Estate coverage

Watch out

  • Avoid as a full replacement if you rely on investor holdings research, market monitoring, and advisor and client reporting.
  • Free-plan limits: Free access includes screener and charts with data limits. Monthly subscription is $34.97/month after first-month promotion; annual plan is $299.97/year and includes a swing-trading course.
  • Delayed market data: Paid access unlocks tools, but market data remains delayed or end-of-day, so active traders needing real-time feeds need another platform.
Cost
Free, no signup

Free • Paid plans available

Fit
Partial replacement
Screen stocks on ChartMillCompare
Full review and details
12
Stocknear logo
StocknearPartial replacement
12
Stocknear logo
Partial replacement

Stocknear

Bottom line: U.S. stock and options traders who want options flow, dark-pool activity, analyst data, congressional trades, 13F holdings, alerts, and AI chat in one web app.

Keep

  • Institutional Ownership
  • Insider Data
  • Watchlist
  • Alerts
  • Data Visualizations

Gain

  • Screeners
  • Options
  • News
  • Calendar

Lose

  • Improved Filings
  • Hedge Funds coverage
  • Private Funds coverage
  • Real Estate coverage

Watch out

  • Avoid as a full replacement if you rely on investor holdings research, portfolio alerts, and market monitoring.
  • Free-plan limits: Signup required. Basic is listed at $0/month with 10 credits, one watchlist, one portfolio, and three alerts. Plus is listed at $10/month and Pro at $20/month.
  • U.S.-market focus: Stocknear is centered on U.S. stocks, ETFs, and options rather than global multi-asset coverage.
Cost
Free with signup

$10/moto go paid

$19/mo less than AUM 13F

Fit
Partial replacement
Compare Stocknear plansCompare
Full review and details
13
Simply Wall St logo
Simply Wall StPartial replacement
13
Simply Wall St logo
Partial replacement

Simply Wall St

Analyst pickTested by us

Bottom line: Long-term investors looking for visual company reports and portfolio diagnostics.

Keep

  • Institutional Ownership
  • Insider Data
  • Watchlist
  • Alerts
  • Data Visualizations

Gain

  • Stock Ideas
  • Screeners
  • Portfolio
  • Financials

Lose

  • Improved Filings
  • Hedge Funds coverage
  • Private Funds coverage
  • Real Estate coverage

Watch out

  • Avoid as a full replacement if you rely on investor holdings research, stock research, and portfolio alerts.
  • Free-plan limits: Signup required. 5 company reports per month on Free. 1 portfolio with up to 10 holdings on Free.
  • Free plan has report and portfolio limits: The Free tier includes 5 company reports per month and 1 portfolio with 10 holdings.
Cost
Free with signup

$10.95/moto go paid, billed yearly

$18.05/mo less than AUM 13F

Fit
Partial replacement
Try Simply Wall StCompare
Full review and details
14
Stock Unlock logo
Stock UnlockPartial replacement
14
Stock Unlock logo
Partial replacement

Stock Unlock

Tested by us

Bottom line: Retail investors who want stock scores, DCF models, screeners, watchlists, broker-linked portfolios, and global stock coverage in one account.

Keep

  • Institutional Ownership
  • Insider Data
  • Watchlist
  • Alerts
  • Data Visualizations

Gain

  • Screeners
  • Stock Comparison
  • ETF Analysis
  • Portfolio

Lose

  • Improved Filings
  • Hedge Funds coverage
  • Private Funds coverage
  • Real Estate coverage

Watch out

  • Avoid as a full replacement if you rely on investor holdings research, portfolio alerts, and market monitoring.
  • Free-plan limits: Basic research works without signup; a free account unlocks watchlists and portfolios. Free includes limited data, two manual portfolios, three screener searches weekly, and two years of analyst data. Pro costs $9 monthly or $90 annually. Unlimited costs $24 monthly or $240 annually. Paid plans advertise a 30-day money-back guarantee.
  • Free tier is deliberately capped: Free users get limited data depth, limited DCF/charting, three screener searches per week, two manual portfolios, and only a temporary free broker-link trial.
Cost
Free, no signup

$7.50/moto go paid, billed yearly

$21.50/mo less than AUM 13F

Fit
Partial replacement
Analyze stocks with Stock UnlockCompare
Full review and details
15
Tracefour logo
TracefourPartial replacement
15
Tracefour logo
Partial replacement

Tracefour

Bottom line: Investors who want a free heatmap for US insider filings, four European registers, and US Congress trades.

Keep

  • Institutional Ownership
  • Insider Data
  • Watchlist
  • Alerts
  • Data Visualizations

Gain

  • Screeners
  • US Government Trades
  • Market Sentiment
  • APIs & Data Feeds

Lose

  • Improved Filings
  • Hedge Funds coverage
  • Private Funds coverage
  • Real Estate coverage

Watch out

  • Avoid as a full replacement if you rely on investor holdings research, portfolio alerts, and macro and fund research.
  • Free-plan limits: Public filing pages and API reads are available without signup. API reads are limited to 60 requests per hour per IP, or 600 with a free key. A free account is required to follow entities and receive filing email alerts.
  • API request limits: The API allows 60 requests per hour per IP without a key, or 600 per hour with a free API key. Static JSON exports cover trackers and Congress members.
Cost
Free, no signup

Free onlyno paid tier

$29/mo less than AUM 13F

Fit
Partial replacement
Open Tracefour heatmapCompare
Full review and details
16
Stock Analysis logo
Stock AnalysisPartial replacement
16
Stock Analysis logo
Partial replacement

Stock Analysis

Analyst pickTested by us

Bottom line: Regular investors looking for fast stock and fund research pages, screeners, comparisons, watchlists, and market calendars.

Keep

  • Improved Filings
  • Watchlist
  • Alerts
  • Data Visualizations

Gain

  • Stock Ideas
  • Screeners
  • ETF Screeners
  • Top Analysts

Lose

  • Institutional Ownership
  • Insider Data
  • Hedge Funds coverage
  • Private Funds coverage

Watch out

  • Avoid as a full replacement if you rely on investor holdings research, portfolio alerts, and market monitoring.
  • Free-plan limits: Free access is ad-supported. Free exports and financial history are limited compared with Pro and Unlimited. Free accounts allow 10 active alerts. Brokerage sync, full ETF holdings, and advanced analyst filtering require paid plans.
  • No public API: Stock Analysis does not currently offer API access.
Cost
Free, no signup

$6.58/moto go paid, billed yearly

$22.42/mo less than AUM 13F

Fit
Partial replacement
Try Stock Analysis ProCompare
Full review and details
17
Value Sense logo
Value SensePartial replacement
17
Value Sense logo
Partial replacement

Value Sense

Bottom line: Fundamental investors comparing intrinsic-value estimates, company fundamentals, earnings, insider transactions, and 13F holdings.

Keep

  • Institutional Ownership
  • Insider Data
  • Watchlist
  • Alerts
  • Data Visualizations

Gain

  • Stock Ideas
  • Screeners
  • Backtesting
  • Stock Comparison

Lose

  • Improved Filings
  • ETFs coverage
  • Hedge Funds coverage
  • Private Funds coverage

Watch out

  • Avoid as a full replacement if you rely on investor holdings research, portfolio alerts, and market monitoring.
  • Free-plan limits: Signup required. Free includes two stock views per week, one watchlist, one dashboard, one saved screen, and three lifetime spreadsheet downloads. Starter is $129 annually and Pro is $189 annually. The page also offers a monthly billing toggle.
  • Model outputs need independent review: Intrinsic-value estimates, summaries, scores, and signals depend on inputs and model choices. Users should review filings and test valuation assumptions.
Cost
Free with signup

$15/moto go paid

$14/mo less than AUM 13F

Fit
Partial replacement
Compare Value Sense plansCompare
Full review and details
18
Börsdata logo
BörsdataPartial replacement
18
Börsdata logo
Partial replacement

Börsdata

Bottom line: Nordic and European investors looking for a fundamentals-rich screener, reports, owner data, technical charts, and dividend research.

Keep

  • Institutional Ownership
  • Insider Data
  • Improved Filings
  • Watchlist
  • Data Visualizations

Gain

  • Screeners
  • Stock Ideas
  • Index Rebalancing
  • Short Interest

Lose

  • Alerts
  • ETFs coverage
  • Hedge Funds coverage
  • Private Funds coverage

Watch out

  • Avoid as a full replacement if you rely on investor holdings research, stock research, and portfolio alerts.
  • Free-plan limits: Signup required. Free account has limited access. Full data requires Premium, Pro, Pro+, or Enterprise.
  • Best value is Nordic-first: Global coverage exists on higher tiers, but Börsdata is strongest for Nordic equities and Nordic ownership/insider workflows.
Cost
Free with signup

Free • Contact for pricing

Fit
Partial replacement
Open BörsdataCompare
Full review and details
19
InsideArbitrage logo
InsideArbitragePartial replacement
19
InsideArbitrage logo
Partial replacement

InsideArbitrage

Bottom line: Investors who follow mergers, insider buying, spinoffs, buybacks, CVRs, tender offers and activists.

Keep

  • Institutional Ownership
  • Insider Data
  • Watchlist
  • Alerts
  • Data Visualizations

Gain

  • News
  • Calendar
  • Corporate Actions & Special Situations
  • Dividends

Lose

  • Improved Filings
  • Hedge Funds coverage
  • Private Funds coverage
  • Real Estate coverage

Watch out

  • Avoid as a full replacement if you rely on investor holdings research, portfolio alerts, and macro and fund research.
  • Free-plan limits: Premium monthly is advertised at $150/month. Premium annual is advertised at $1,200/year. Premium checkout requires payment. Public articles and selected data pages do not require it.
  • Paid-only serious workflow: Premium costs $150 per month or $1,200 per year. Many screens, tools, newsletters and tracked-deal features require a subscription.
Cost
Free, no signup

$100/moto go paid, billed yearly

$71/mo more than AUM 13F

Fit
Partial replacement
View premium subscriptionCompare
Full review and details
20
Stock Rover logo
Stock RoverPartial replacement
20
Stock Rover logo
Partial replacement

Stock Rover

Tested by us

Bottom line: Individual investors looking for North American stock, ETF, and fund screening.

Keep

  • Insider Data
  • Watchlist
  • Alerts
  • Data Visualizations

Gain

  • Stock Ideas
  • Screeners
  • ETF Screeners
  • Stock Comparison

Lose

  • Institutional Ownership
  • Improved Filings
  • Hedge Funds coverage
  • Private Funds coverage

Watch out

  • Avoid as a full replacement if you rely on investor holdings research, stock research, and portfolio alerts.
  • Free-plan limits: Signup required. New signups can test Stock Rover through a 14-day free trial with no credit card required. Free plan has monthly limits for Stock Scores and Research Reports.
  • North America-focused coverage: U.S. and Canadian exchange support plus OTC boards.
Cost
Free with signup

$34/moto go paid

$5/mo more than AUM 13F

Fit
Partial replacement
View Stock Rover plansCompare
Full review and details

What This Shortlist Tells You

Investing.com is the closest drop-in replacement with overlapping coverage in Institutional Ownership, Insider Data, and Improved Filings while adding Stock Ideas and Screeners coverage and Global financial portal covering stocks, indices, commodities, currencies, ETFs, bonds, funds, cryptocurrencies, futures, options, interest rates, and economic indicators. and Large global coverage footprint: Investing.com currently says the platform covers 180,000+ financial instruments across 250 exchanges in 33 languages, with 50M monthly investors, 130M app downloads, and 300K active paying subscribers. features (workflow overlap ~100%).

Free tiers remain available through Investing.com, GuruFocus, Fiscal.ai, Yahoo Finance, Perplexity Finance, BamSEC, CapEdge, 13F Insight, SentiSense, TipRanks, ChartMill, Stocknear, Simply Wall St, Stock Unlock, Tracefour, Stock Analysis, Value Sense, Börsdata, InsideArbitrage, and Stock Rover for side-by-side testing.

Need mobile access? Investing.com, GuruFocus, and Yahoo Finance bring phone-ready workflows that AUM 13F lacks.

Round out your stack with new coverage areas like Stock Ideas, Screeners, Stock Comparison, and Options.

Coverage Snapshot

Where alternatives already align

Most shared categories across the top matches.

Data Visualizations×19Insider Data×19Watchlist×19Alerts×18Institutional Ownership×18Improved Filings×9

New angles introduced

Categories the alternatives add beyond AUM 13F.

Screeners+19News+17Calendar+15Financials+15Dividends+13Stock Ideas+13Analyst Forecasts+11Analyst Ratings & Price Targets+11

Access & Pricing

Free to start

20/20

20 of 20 start free, same as AUM 13F.

Paid plans from

$6.58/mo

Stock Analysis is the cheapest paid upgrade. AUM 13F starts at $29/mo.

Mobile app

10 of 20

10 add a mobile app that AUM 13F lacks.

API access

7 of 20

7 expose an API or data feed, usually on a paid plan.

Hands-on tested

13 of 20

13 tested hands-on. 9 are analyst picks.

Coverage overlap

85%

Average share of AUM 13F categories each alternative covers.

Frequently Asked Questions

What are the best alternatives to AUM 13F?

Investing.com, GuruFocus, and Fiscal.ai share the most workflows with AUM 13F, in that order. Start with the one whose Keep list matches what you use daily.

Which alternatives keep a free tier?

Investing.com, GuruFocus, Fiscal.ai, Yahoo Finance, Perplexity Finance, BamSEC, CapEdge, 13F Insight, SentiSense, TipRanks, ChartMill, Stocknear, Simply Wall St, Stock Unlock, Tracefour, Stock Analysis, Value Sense, Börsdata, InsideArbitrage, and Stock Rover start free, so you can test them before paying. Check each card for signup and usage limits on the free plan.

Which workflows do the top AUM 13F alternatives cover?

Between them the top matches cover Alerts, Data Visualizations, Improved Filings, Insider Data, Institutional Ownership, and Watchlist. AUM 13F workflows in those areas move over as they are. The Lose column on each card names what does not.

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Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.