GuruFocus is the closest drop-in replacement with overlapping coverage in Blogs, Videos, and Newsletters while adding Screeners and Stock Ideas coverage and Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors. and All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios. features (category overlap ~60%).
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Bridgewater Associates Alternatives & Competitors
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Alternatives to Bridgewater Associates
Curated replacements ranked by category overlap, pricing, and platform access. Use this list to stress-test Bridgewater Associates against peers before committing to a long-term plan.
Looking for a Bridgewater Associates replacement? We've profiled 20 alternatives ranked by category overlap, pricing flexibility, and platform access. Whether you need a free option to trial, mobile-ready workflows, or API integrations—this list has you covered. Dive in to find your next tool.
View free alternatives onlyAlternatives20Curated picks
Free Options17With free tiers
Avg. Overlap50%Category match
Mobile Ready12Native apps
Quick takeaways
Free tiers remain available through GuruFocus, Simply Wall St, Smartkarma, The Motley Fool, Stock Spinoff Investing, In Practise, Quartr, Stock Analysis, Damodaran Online (NYU Stern), Fiscal.ai, Portfolio123, 10X EBITDA - Hedge Fund Presentations, Bloomberg (Europe), CEO.CA, MarketScreener, Tickeron, and Investopedia for side-by-side testing.
Need mobile access? GuruFocus, Simply Wall St, and Smartkarma bring phone-ready workflows that Bridgewater Associates lacks.
Round out your stack with new coverage areas like Screeners, Stock Ideas, Stock Comparison, and Data Visualizations.
Bridgewater Associates still leads on Wealth Management and Performance During Crisis, so keep it handy for those workflows.
Similarity score 680Category overlap: 60%
Shared coverage
BlogsVideosNewsletters
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- GuruFocus adds mobile access for on-the-go monitoring.
- Expands into Screeners, Stock Ideas, and Stock Comparison coverage beyond what Bridgewater Associates offers.
- Standout features include Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors., All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios., and Stock pages combine up to 30-year financial statements, valuation ratios, proprietary GF Score (quality, value, growth, momentum and GF value), dividend data, ownership, operating/segment metrics, filings, transcripts, PDF reports and downloadable charts/tables..
- Pair it with Bridgewater Associates if you still need Wealth Management and Performance During Crisis.
Adds coverage: Screeners, Stock Ideas, Stock Comparison, and Data Visualizations
Standout features: Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors., All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios., Stock pages combine up to 30-year financial statements, valuation ratios, proprietary GF Score (quality, value, growth, momentum and GF value), dividend data, ownership, operating/segment metrics, filings, transcripts, PDF reports and downloadable charts/tables., and Guru and institutional tools track portfolios and trades of thousands of investors, including real-time guru picks, 13F and 13D/13G data for all institutional investors (PremiumPlus+), mutual fund holdings, sector/geographic trends, ETF and options holdings.
Similarity score 680Category overlap: 60%
Shared coverage
BlogsVideosNewsletters
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Simply Wall St adds mobile access for on-the-go monitoring.
- Expands into Stock Ideas, Screeners, and Data Visualizations coverage beyond what Bridgewater Associates offers.
- Standout features include Global coverage of over 120,000 listed stocks across ~90 markets, with fundamentals and estimates powered by S&P Global Market Intelligence and analyzed using a documented quantitative model., Company “Snowflake” reports visualize five key dimensions - valuation, future growth, past performance, financial health, and dividends - into a single infographic, with detailed drill‑down sections and methodology explained in the help center and GitHub docs., and Investing Ideas hub with curated themes such as undervalued companies, dividend powerhouses, recent insider buying and sector/thematic lists (AI, nuclear energy, cybersecurity, etc.)..
- Pair it with Bridgewater Associates if you still need Wealth Management and Performance During Crisis.
Adds coverage: Stock Ideas, Screeners, Data Visualizations, and Portfolio
Standout features: Global coverage of over 120,000 listed stocks across ~90 markets, with fundamentals and estimates powered by S&P Global Market Intelligence and analyzed using a documented quantitative model., Company “Snowflake” reports visualize five key dimensions - valuation, future growth, past performance, financial health, and dividends - into a single infographic, with detailed drill‑down sections and methodology explained in the help center and GitHub docs., Investing Ideas hub with curated themes such as undervalued companies, dividend powerhouses, recent insider buying and sector/thematic lists (AI, nuclear energy, cybersecurity, etc.)., and Stock Screener & Alerts lets users filter the global universe by market, industry and dozens of fundamentals (value, growth, income and risk metrics) and set saved screeners with alerts; Free has “Limited” screener access, Premium supports 3 saved screeners, and Unlimited supports 10.
Similarity score 658Category overlap: 60%
Shared coverage
BlogsVideosNewsletters
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Smartkarma adds mobile access for on-the-go monitoring.
- Expands into Stock Ideas, Screeners, and Watchlist coverage beyond what Bridgewater Associates offers.
- Standout features include AI-augmented research hub delivering real-time, actionable insights with direct access to top-ranked analysts., SmartScore Screener covers five factors-Value, Dividend, Growth, Resilience, and Momentum-with filters by country, sector, and market cap., and Relative Value tool highlights HoldCo and share-class pair opportunities, with proprietary Actionability/Investability scores and z-score diagnostics..
- Pair it with Bridgewater Associates if you still need Wealth Management and Performance During Crisis.
Adds coverage: Stock Ideas, Screeners, Watchlist, and News
Standout features: AI-augmented research hub delivering real-time, actionable insights with direct access to top-ranked analysts., SmartScore Screener covers five factors-Value, Dividend, Growth, Resilience, and Momentum-with filters by country, sector, and market cap., Relative Value tool highlights HoldCo and share-class pair opportunities, with proprietary Actionability/Investability scores and z-score diagnostics., and Personalised watchlists and real-time notifications, with opt-in email alerts when relevant insights are published.
Similarity score 658Category overlap: 60%
Shared coverage
BlogsVideosNewsletters
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- The Motley Fool adds mobile access for on-the-go monitoring.
- Expands into Stock Ideas, Portfolio, and Watchlist coverage beyond what Bridgewater Associates offers.
- Standout features include Stock Advisor membership includes two new stock recommendations per month, currently priced at $199/year, with a 30-day refund policy., Tiered memberships expand access: Epic ($499/year) adds research and scorecards; Epic Plus ($1,999/year) includes the real-money Moneyball Portfolio with daily guidance; Fool Portfolios ($3,999/year) provides access to Tom Gardner’s live portfolios; Fool One is an all-access bundle., and Mobile apps (iOS and Android) send instant notifications for new recommendations and service updates, plus tools to track “My Portfolios” and watchlists..
- Pair it with Bridgewater Associates if you still need Wealth Management and Performance During Crisis.
Adds coverage: Stock Ideas, Portfolio, Watchlist, and News
Standout features: Stock Advisor membership includes two new stock recommendations per month, currently priced at $199/year, with a 30-day refund policy., Tiered memberships expand access: Epic ($499/year) adds research and scorecards; Epic Plus ($1,999/year) includes the real-money Moneyball Portfolio with daily guidance; Fool Portfolios ($3,999/year) provides access to Tom Gardner’s live portfolios; Fool One is an all-access bundle., Mobile apps (iOS and Android) send instant notifications for new recommendations and service updates, plus tools to track “My Portfolios” and watchlists., and Personal portfolio and watchlist features let you add tickers and monitor performance inside the platform.
#5 Alternative
Similarity score 646Category overlap: 60%
Shared coverage
BlogsVideosNewsletters
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Other
Why investors switch
- Charles Schwab adds mobile access for on-the-go monitoring.
- Expands into Brokerage, Portfolio, and Watchlist coverage beyond what Bridgewater Associates offers.
- Standout features include Zero-commission online trades for stocks and ETFs; options at $0.65 per contract., thinkorswim® platform suite (desktop, web, mobile) plus Schwab Mobile, with extended 24/5 trading access to 1,100+ stocks and ETFs., and paperMoney® virtual accounts that let you practice trading with live market data..
- Pair it with Bridgewater Associates if you still need Wealth Management and Performance During Crisis.
Adds coverage: Brokerage, Portfolio, Watchlist, and Options & Derivatives
Standout features: Zero-commission online trades for stocks and ETFs; options at $0.65 per contract., thinkorswim® platform suite (desktop, web, mobile) plus Schwab Mobile, with extended 24/5 trading access to 1,100+ stocks and ETFs., paperMoney® virtual accounts that let you practice trading with live market data., and Tradable universe spans stocks, ETFs, options, futures, and forex-though futures and forex require separate approval and are offered by Schwab Futures & Forex LLC.
Similarity score 646Category overlap: 60%
Shared coverage
BlogsVideosNewsletters
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Stock Ideas, Calendar, and Spin-offs coverage beyond what Bridgewater Associates offers.
- Standout features include Spin‑off Calendar: **Upcoming** table with parent/spinco, tickers, target timing, first‑trade date, and resource links; plus a **Completed** table with first‑day price, current price, and return since spin‑off., Premium research: ~1 new idea per month with detailed write‑ups, weekly email updates, and a live monthly video Q&A., and Community: members‑only **Discord** for discussion and Q&A with the author..
- Pair it with Bridgewater Associates if you still need Wealth Management and Performance During Crisis.
Adds coverage: Stock Ideas, Calendar, Spin-offs, and Special Situations
Standout features: Spin‑off Calendar: **Upcoming** table with parent/spinco, tickers, target timing, first‑trade date, and resource links; plus a **Completed** table with first‑day price, current price, and return since spin‑off., Premium research: ~1 new idea per month with detailed write‑ups, weekly email updates, and a live monthly video Q&A., Community: members‑only **Discord** for discussion and Q&A with the author., and PRO tier: direct access to the author (phone/email), watch‑list document, and live idea presentations.
#7 Alternative
Similarity score 634Category overlap: 60%
Shared coverage
BlogsVideosNewsletters
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into News, Alerts, and Calendar coverage beyond what Bridgewater Associates offers.
- Standout features include Merger Arbitrage Tool with announced‑deal lists, spread tracking, calendars and deal updates; ‘Deals in the Works’ and deal post‑mortems., Insider data hub with ‘Insider Weekends’, cluster buys, buys near highs, flip‑floppers, top‑performing insiders and sector heat‑map., and Buyback suite: daily buyback announcements, searchable buyback history, ‘Buyback Wednesdays’, and ‘Double Dipper’ (insiders + buybacks)..
- Pair it with Bridgewater Associates if you still need Wealth Management and Performance During Crisis.
Adds coverage: News, Alerts, Calendar, and Special Situations
Standout features: Merger Arbitrage Tool with announced‑deal lists, spread tracking, calendars and deal updates; ‘Deals in the Works’ and deal post‑mortems., Insider data hub with ‘Insider Weekends’, cluster buys, buys near highs, flip‑floppers, top‑performing insiders and sector heat‑map., Buyback suite: daily buyback announcements, searchable buyback history, ‘Buyback Wednesdays’, and ‘Double Dipper’ (insiders + buybacks)., and Spinoff suite: upcoming/completed spinoffs and ‘Spinsider’ screen; CVR deals database with outcomes.
Similarity score 594Category overlap: 60%
Shared coverage
BlogsVideosNewsletters
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Transcripts and Playbooks & Case Studies coverage beyond what Bridgewater Associates offers.
- Standout features include Extensive library of executive interviews, all conducted by experienced fundamental investors., Steady cadence of 25+ new interviews and content pieces added each month., and Paid membership offers access to hundreds of interviews annually, plus 40–50 original research pieces, a weekly newsletter, and podcast integration..
- Pair it with Bridgewater Associates if you still need Wealth Management and Performance During Crisis.
Adds coverage: Transcripts and Playbooks & Case Studies
Standout features: Extensive library of executive interviews, all conducted by experienced fundamental investors., Steady cadence of 25+ new interviews and content pieces added each month., Paid membership offers access to hundreds of interviews annually, plus 40–50 original research pieces, a weekly newsletter, and podcast integration., and Free plan includes 40+ curated executive interviews per year, along with the weekly newsletter and podcast access.
#9 Alternative
Similarity score 588Category overlap: 60%
Shared coverage
BlogsVideosNewsletters
Experience: Intermediate and Advanced
Platforms: Web
Why investors switch
- Orion Advisor Tech adds mobile access for on-the-go monitoring.
- Expands into Portfolio Accounting / Book of Record, Client & Investor Reporting, and GIPS Composite Reporting coverage beyond what Bridgewater Associates offers.
- Standout features include Most-in-one advisor tech platform for RIAs that unifies portfolio accounting, trading, Redtail CRM, compliance, risk analytics, planning, client portal, and advisor portal under Orion Advisor Solutions., Portfolio accounting engine positioned as the #1 portfolio accounting solution by market share among advisors, with integrated billing, configurable client reporting, trading, professional services, cloud data warehousing, and data services., and Trading (Eclipse) delivers tax-intelligent trading at scale with household-level rebalancing, asset location optimization, daily tax-loss harvesting, sleeves for separate trading/reporting/billing, advanced cash monitoring, block trading, and multi-custodian trade file/FIX connectivity..
- Pair it with Bridgewater Associates if you still need Wealth Management and Performance During Crisis.
Adds coverage: Portfolio Accounting / Book of Record, Client & Investor Reporting, GIPS Composite Reporting, and Rebalancing & Trading
Standout features: Most-in-one advisor tech platform for RIAs that unifies portfolio accounting, trading, Redtail CRM, compliance, risk analytics, planning, client portal, and advisor portal under Orion Advisor Solutions., Portfolio accounting engine positioned as the #1 portfolio accounting solution by market share among advisors, with integrated billing, configurable client reporting, trading, professional services, cloud data warehousing, and data services., Trading (Eclipse) delivers tax-intelligent trading at scale with household-level rebalancing, asset location optimization, daily tax-loss harvesting, sleeves for separate trading/reporting/billing, advanced cash monitoring, block trading, and multi-custodian trade file/FIX connectivity., and Orion Risk Intelligence provides next-generation risk analytics: 100+ regression-based macro stress test scenarios, portfolio and business risk dashboards, asset-drift tracking, proposal and IPS workflows, and firm-level KPI tracking, fueled by Morningstar data.
Similarity score 532Category overlap: 40%
Shared coverage
BlogsNewsletters
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Quartr adds mobile access for on-the-go monitoring.
- Expands into Financials, Transcripts, and Analyst Forecasts coverage beyond what Bridgewater Associates offers.
- Standout features include Global coverage of investor relations material from over 13,000 public companies across 27 markets, including live and recorded earnings calls, real-time and historical transcripts, filings and reports (e.g., 10-K/10-Q), and high-resolution slide presentations that are fully searchable., Free iOS and Android mobile app for live and recorded earnings calls, real-time searchable transcripts (including offline downloads), analyst consensus estimates, valuation multiples, and revenue segment splits, with no paywall for core qualitative research features., and Personal watchlists and dashboards with real-time updates, tailored earnings calendars, keyword alerts, and notifications when companies, products, or competitors are mentioned or when earnings calls go live; calendars can sync to Outlook, Apple, Google, and other personal calendars..
- Pair it with Bridgewater Associates if you still need Wealth Management, Videos, and Performance During Crisis.
Adds coverage: Financials, Transcripts, Analyst Forecasts, and Calendar
Standout features: Global coverage of investor relations material from over 13,000 public companies across 27 markets, including live and recorded earnings calls, real-time and historical transcripts, filings and reports (e.g., 10-K/10-Q), and high-resolution slide presentations that are fully searchable., Free iOS and Android mobile app for live and recorded earnings calls, real-time searchable transcripts (including offline downloads), analyst consensus estimates, valuation multiples, and revenue segment splits, with no paywall for core qualitative research features., Personal watchlists and dashboards with real-time updates, tailored earnings calendars, keyword alerts, and notifications when companies, products, or competitors are mentioned or when earnings calls go live; calendars can sync to Outlook, Apple, Google, and other personal calendars., and Quartr Pro is a desktop/web research platform used by hedge funds, asset managers, equity research and IR teams to search across all transcripts, filings, reports and slides at once, track narrative shifts, and conduct qualitative public-market research with significantly reduced manual document work.
Similarity score 532Category overlap: 40%
Shared coverage
BlogsNewsletters
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Stock Analysis adds mobile access for on-the-go monitoring.
- Expands into Stock Ideas, Screeners, and ETF Screeners coverage beyond what Bridgewater Associates offers.
- Standout features include Covers 120,000+ global stocks and funds with quotes, news, financials, forecasts, charts, and statistics, aiming to be “the internet’s best source of free stock data and information for regular investors.”, Global coverage for stocks and ETFs, with 100,000+ tradable symbols across major U.S. exchanges (NASDAQ, NYSE, CBOE, OTC Markets) and many international markets; goal is to list every tradable stock in the world., and Individual stock pages combine real-time or delayed prices, key stats, full financial statements (income, balance sheet, cash flow), ratios, KPIs, dividend history, long price history, interactive technical charts, and company profiles..
- Pair it with Bridgewater Associates if you still need Wealth Management, Videos, and Performance During Crisis.
Adds coverage: Stock Ideas, Screeners, ETF Screeners, and Top Analysts
Standout features: Covers 120,000+ global stocks and funds with quotes, news, financials, forecasts, charts, and statistics, aiming to be “the internet’s best source of free stock data and information for regular investors.”, Global coverage for stocks and ETFs, with 100,000+ tradable symbols across major U.S. exchanges (NASDAQ, NYSE, CBOE, OTC Markets) and many international markets; goal is to list every tradable stock in the world., Individual stock pages combine real-time or delayed prices, key stats, full financial statements (income, balance sheet, cash flow), ratios, KPIs, dividend history, long price history, interactive technical charts, and company profiles., and Three real-time screeners (stocks, ETFs, IPOs) with 200+ indicators and filters, including country, exchange, sector, industry, index membership, dates (e.g., IPO date, ex‑dividend), and performance/valuation metrics; results update live as filters change.
Similarity score 520Category overlap: 40%
Shared coverage
BlogsVideos
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Valuation Models, Financials, and Interest Rates coverage beyond what Bridgewater Associates offers.
- Standout features include Annual data library covering corporate-finance and valuation metrics, with the latest update in January and mid-year updates for country risk premiums., Downloadable Excel spreadsheets with datasets such as historical returns, industry betas, valuation multiples, cost of capital estimates, and country risk premiums., and Long-run U.S. return series since 1928, including equities, small caps, Treasury bills, 10-year bonds, Baa corporates, real estate, and gold..
- Pair it with Bridgewater Associates if you still need Wealth Management, Newsletters, and Performance During Crisis.
Adds coverage: Valuation Models, Financials, Interest Rates, and Education
Standout features: Annual data library covering corporate-finance and valuation metrics, with the latest update in January and mid-year updates for country risk premiums., Downloadable Excel spreadsheets with datasets such as historical returns, industry betas, valuation multiples, cost of capital estimates, and country risk premiums., Long-run U.S. return series since 1928, including equities, small caps, Treasury bills, 10-year bonds, Baa corporates, real estate, and gold., and Monthly updates for the U.S. implied equity risk premium, provided as a downloadable spreadsheet.
Similarity score 520Category overlap: 40%
Shared coverage
BlogsNewsletters
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Stock Ideas, Screeners, and Stock Comparison coverage beyond what Bridgewater Associates offers.
- Standout features include Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across global stocks, ETFs, mutual funds, and funds., Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for ~2,250+ companies and history depth that scales with plan tier., and AI Copilot for conversational research plus AI summaries and AI-generated reports, designed to speed up earnings, filings, and peer comparisons..
- Pair it with Bridgewater Associates if you still need Wealth Management, Videos, and Performance During Crisis.
Adds coverage: Stock Ideas, Screeners, Stock Comparison, and Data Visualizations
Standout features: Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across global stocks, ETFs, mutual funds, and funds., Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for ~2,250+ companies and history depth that scales with plan tier., AI Copilot for conversational research plus AI summaries and AI-generated reports, designed to speed up earnings, filings, and peer comparisons., and Integrated analyst data (forward estimates, revisions, ratings, and price targets) aligned with standardized and adjusted metrics.
Similarity score 520Category overlap: 40%
Shared coverage
BlogsVideos
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Screeners, Data Visualizations, and Quant coverage beyond what Bridgewater Associates offers.
- Standout features include Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems., and Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues..
- Pair it with Bridgewater Associates if you still need Wealth Management, Newsletters, and Performance During Crisis.
Adds coverage: Screeners, Data Visualizations, Quant, and Stock Ideas
Standout features: Web‑based quant research terminal for building multifactor ranking systems, stock/ETF screens, and complete rules‑based strategies with no programming, powered by point‑in‑time FactSet data and marketed as free of survivorship and look‑ahead bias., Supports realistic simulations and backtests over roughly 20 years of history for US, Canadian, and European equities, with custom universes, separate buy/sell rules, position sizing, hedging, and “Book of Strategies” to combine and analyze correlated systems., Stock & ETF coverage uses fundamentals, estimates, corporate actions, plus industry/sector classification, with “over 15,000 current US, Canadian, and European stocks” and many more historical issues., and AI Factor lets users train machine‑learning factors and plug them into ranking systems and strategies alongside traditional factors, with supporting API endpoints.
Similarity score 512Category overlap: 50%
Shared coverage
BlogsVideos
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Education and Playbooks & Case Studies coverage beyond what Bridgewater Associates offers.
- Standout features include Curated archive of 100+ value‑oriented and activist hedge fund presentations from managers such as Pershing Square, Elliott Management, Starboard Value, Third Point, Greenlight Capital and others, spanning campaigns from 2002 through 2025., Each entry in the library lists the fund, idea (target company), industry sector, and presentation date, with on‑page filters to narrow by fund, sector or presentation year., and “View” links open the full investor slide decks as PDFs hosted on 10X EBITDA’s servers (wp‑content uploads), allowing users to download and read the original hedge fund presentations in detail..
- Pair it with Bridgewater Associates if you still need Wealth Management, Newsletters, and Performance During Crisis.
Adds coverage: Education and Playbooks & Case Studies
Standout features: Curated archive of 100+ value‑oriented and activist hedge fund presentations from managers such as Pershing Square, Elliott Management, Starboard Value, Third Point, Greenlight Capital and others, spanning campaigns from 2002 through 2025., Each entry in the library lists the fund, idea (target company), industry sector, and presentation date, with on‑page filters to narrow by fund, sector or presentation year., “View” links open the full investor slide decks as PDFs hosted on 10X EBITDA’s servers (wp‑content uploads), allowing users to download and read the original hedge fund presentations in detail., and Companion archives under the Hedge Funds resources section provide activist shareholder letters - including multi‑letter campaigns by Carl Icahn, Dan Loeb (Third Point), and Elliott Management - giving insight into how leading activists frame their theses in writing.
Similarity score 510Category overlap: 40%
Shared coverage
VideosNewsletters
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Bloomberg (Europe) adds mobile access for on-the-go monitoring.
- Expands into News, Alerts, and Calendar coverage beyond what Bridgewater Associates offers.
- Standout features include Business & financial journalism; Bloomberg Media says Bloomberg produces data-based journalism in 120 countries., Mobile app features: market data snapshots (stocks, equity indexes, futures, bonds, commodities, FX), push-notification alerts, and a personal Watchlist (stocks, mutual funds, ETFs, currencies)., and Video & audio in the mobile app: live Bloomberg TV and Bloomberg Radio streaming, podcasts, and “audio articles”; offline reading of Businessweek issues is listed as a feature..
- Pair it with Bridgewater Associates if you still need Wealth Management, Blogs, and Performance During Crisis.
Adds coverage: News, Alerts, Calendar, and Watchlist
Standout features: Business & financial journalism; Bloomberg Media says Bloomberg produces data-based journalism in 120 countries., Mobile app features: market data snapshots (stocks, equity indexes, futures, bonds, commodities, FX), push-notification alerts, and a personal Watchlist (stocks, mutual funds, ETFs, currencies)., Video & audio in the mobile app: live Bloomberg TV and Bloomberg Radio streaming, podcasts, and “audio articles”; offline reading of Businessweek issues is listed as a feature., and Subscription benefit: unlimited access to all Bloomberg content within the app and on the website (after linking your account).
Similarity score 510Category overlap: 40%
Shared coverage
BlogsVideos
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- CEO.CA adds mobile access for on-the-go monitoring.
- Expands into Order Book / Level II, News, and Alerts coverage beyond what Bridgewater Associates offers.
- Standout features include Interactive Level II (Market by Price / Market by Order) with animated bids/asks & color-coded recency., House positions (daily & historical) and ATS depth (15-min delayed)., and SEDI insider-filings feed & dashboard for Canadian issuers..
- Pair it with Bridgewater Associates if you still need Wealth Management, Newsletters, and Performance During Crisis.
Adds coverage: Order Book / Level II, News, Alerts, and Insider Data
Standout features: Interactive Level II (Market by Price / Market by Order) with animated bids/asks & color-coded recency., House positions (daily & historical) and ATS depth (15-min delayed)., SEDI insider-filings feed & dashboard for Canadian issuers., and Real-time newsroom plus personalized ‘My Feed’.
Similarity score 510Category overlap: 40%
Shared coverage
BlogsNewsletters
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- MarketScreener adds mobile access for on-the-go monitoring.
- Expands into News, Alerts, and Calendar coverage beyond what Bridgewater Associates offers.
- Standout features include Market news + quotes with broad coverage across equities, ETFs, commodities, currencies/forex and cryptocurrencies., Custom watchlists ("My lists") with real-time quotes, news, earnings releases, valuation trends, broker recommendations, and smart email alerts., and Stock Screener with 650+ fundamental and technical criteria; includes filters for dividends, analyst consensus/revisions, technical indicators, and ESG..
- Pair it with Bridgewater Associates if you still need Wealth Management, Videos, and Performance During Crisis.
Adds coverage: News, Alerts, Calendar, and Screeners
Standout features: Market news + quotes with broad coverage across equities, ETFs, commodities, currencies/forex and cryptocurrencies., Custom watchlists ("My lists") with real-time quotes, news, earnings releases, valuation trends, broker recommendations, and smart email alerts., Stock Screener with 650+ fundamental and technical criteria; includes filters for dividends, analyst consensus/revisions, technical indicators, and ESG., and Dynamic Chart with configurable technical indicators and quick switching between stocks and personal lists; technical indicators available on 30,000+ listed stocks.
Similarity score 510Category overlap: 40%
Shared coverage
BlogsVideos
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Tickeron adds mobile access for on-the-go monitoring.
- Expands into Screeners, Stock Ideas, and Stock Comparison coverage beyond what Bridgewater Associates offers.
- Standout features include AI Trading Agents/Bots for Stocks, ETFs, Crypto and Forex; includes Signal Agents, Virtual Agents, and Brokerage Agents (and a "Your Brokerage" connection marked "Coming soon")., AI Robots workflow: after subscribing you can "Follow" robots to view open trades, enable notifications, and enable "Autopilot" to automatically copy trades to your Paper Trades account., and Paper trading ("Paper Trades") for testing ideas risk-free; described as available for ~4,000 stocks, ~1,000 ETFs, ~30,000 mutual funds, ~500 cryptocurrencies and ~100 forex pairs..
- Pair it with Bridgewater Associates if you still need Wealth Management, Newsletters, and Performance During Crisis.
Adds coverage: Screeners, Stock Ideas, Stock Comparison, and Auto-Trading & Bots
Standout features: AI Trading Agents/Bots for Stocks, ETFs, Crypto and Forex; includes Signal Agents, Virtual Agents, and Brokerage Agents (and a "Your Brokerage" connection marked "Coming soon")., AI Robots workflow: after subscribing you can "Follow" robots to view open trades, enable notifications, and enable "Autopilot" to automatically copy trades to your Paper Trades account., Paper trading ("Paper Trades") for testing ideas risk-free; described as available for ~4,000 stocks, ~1,000 ETFs, ~30,000 mutual funds, ~500 cryptocurrencies and ~100 forex pairs., and AI Screener generates buy/sell suggestions across stocks/ETFs/mutual funds/crypto/forex; includes "Time Machine" for testing filters/strategies against historical data, and mentions premium gating (e.g., default limit of five tickers; Group Trends/Scorecard gated via credits).
Similarity score 506Category overlap: 40%
Shared coverage
BlogsNewsletters
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Education, News, and Paper Trading coverage beyond what Bridgewater Associates offers.
- Standout features include Large education library: 36,000+ articles including 14,000+ definitions of financial terms; editorial standards emphasize education (no buy/sell/hold recommendations)., Dedicated market news coverage (e.g., markets, companies, earnings, crypto, personal finance)., and Free Investopedia Stock Simulator: paper trading with Portfolio/Trade/Research/Games areas plus performance history and ranking..
- Pair it with Bridgewater Associates if you still need Wealth Management, Videos, and Performance During Crisis.
Adds coverage: Education, News, Paper Trading, and Portfolio
Standout features: Large education library: 36,000+ articles including 14,000+ definitions of financial terms; editorial standards emphasize education (no buy/sell/hold recommendations)., Dedicated market news coverage (e.g., markets, companies, earnings, crypto, personal finance)., Free Investopedia Stock Simulator: paper trading with Portfolio/Trade/Research/Games areas plus performance history and ranking., and Simulator account is free; new accounts start with a $100,000 virtual balance by default.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Blogs×19Newsletters×15Videos×15
New angles introduced
Categories the alternatives add beyond Bridgewater Associates.
Watchlist+13Education+12News+12Alerts+11Calendar+11Portfolio+11Screeners+11Stock Ideas+10
Access & Pricing
Free options
17/20
17 of 20 alternatives keep a free tier for trials.
Mobile ready
12/20
12 alternatives bring native mobile access.
API availability
6/20
6 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
8 starred / 9 tested
8 tools are flagged as analyst picks; 9 have been hands-on tested.
Avg. coverage overlap
50%
Average percentage of categories shared with the base tool.
Frequently Asked Questions
What are the best alternatives to Bridgewater Associates?
Bridgewater Associates users most often consider GuruFocus, Simply Wall St, and Smartkarma as their go-to alternatives.
Which alternatives keep a free tier?
GuruFocus, Simply Wall St, Smartkarma, The Motley Fool, Stock Spinoff Investing, In Practise, Quartr, Stock Analysis, Damodaran Online (NYU Stern), Fiscal.ai, Portfolio123, 10X EBITDA - Hedge Fund Presentations, Bloomberg (Europe), CEO.CA, MarketScreener, Tickeron, and Investopedia offer a free plan or trial option, making them easy to test before committing to a paid subscription.
Which workflows do the top Bridgewater Associates alternatives cover?
Expect deep coverage across Blogs, Newsletters, and Videos, so you can port most Bridgewater Associates workflows without much friction.
Where does Bridgewater Associates still stand out?
Bridgewater Associates remains the go-to for Wealth Management and Performance During Crisis, which the current alternatives do not fully replicate.
Information
About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Substack: Jera Value
Got questions or suggestions? I'm all ears!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
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Got ideas for new features?
Suggest on XStarred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
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.