VOL. XCIV, NO. 247

Free Alternatives to AUM 13F

Checking

Free replacement verdicts

Free Alternatives to AUM 13F

Zero-cost replacements grouped by fit, tradeoffs, pricing friction, and platform access. Use this list to test AUM 13F before paying for another subscription.

Switching from AUM 13F doesn't have to cost a thing. We've curated 20 free-tier alternatives that cover similar workflows, from Insider Data to Alerts and beyond. Each pick below is framed by fit, caveats, and access friction so you can trial replacements without opening your wallet.

Visit AUM 13F All alternatives Tool details

Disclosure: outbound links may include affiliate or sponsor links

Which Alternative Should You Use?

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 keeps the replacement test in the same free-access lane. Free access caveat: 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

Details Compare

13F Insight

Best workflow fit

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

13F Insight best matches the base workflow on investor holdings research, fundamental research, and stock research.
13F Insight keeps the replacement test in the same free-access lane. Free access caveat: Two AI questions are free without signup..

Watch for: 13F filings are stale by design: The AI reads real 13F filings, but those filings are quarterly, delayed, and incomplete views of manager exposure.

See 13F Insight pricing

Details Compare

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 keeps the replacement test in the same free-access lane. Free access caveat: signup required and 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

Details Compare

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 keeps the replacement test in the same free-access lane. Free access caveat: signup required and 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

Details Compare

Detailed Alternatives

I want to

Pay lessFill a gapUpgrade overall

Free tiers first, then the lowest starting price.

Partial replacement

SEC.gov (EDGAR)

Analyst pickTested by us

Bottom line: Anyone needing the official free source for U.S. public-company filings, fund filings, insider forms, 13F reports, XBRL company facts, and bulk EDGAR archives.

Keep

Institutional Ownership
Insider Data
Improved Filings
Alerts

Gain

Official Sources
Regulatory Filings Monitoring
IPO
Corporate Actions & Special Situations

Lose

Watchlist
Data Visualizations
Analyze asset managers using public filings and drill into EDGAR, IAPD, and CAFR source data.
The homepage lists large asset managers by reported AUM. Values change as source filings are updated, so users should open the manager page for the current figure.
Filter/browse by fund type (Private Equity, Hedge Fund, Real Estate) plus tags, location, and AUM size.

Watch out

Avoid as a full replacement if you rely on investor holdings research, stock research, and portfolio alerts.
Free-plan limits: SEC EDGAR APIs are free and require no API key for public investor/research endpoints, SEC fair-access guidance states a current maximum access rate of 10 requests/second, and A declared User-Agent is required for automated access.
Fair-access limits: Automated users must declare a User-Agent and stay within the current 10 requests/second access limit.

Price: AUM 13FFree • From $29/mo
SEC.gov (EDGAR)Free
Free tier: Free, no signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via support.

Open SEC EDGAR APIs Compare

Full review and details

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
Analyze asset managers using public filings and drill into EDGAR, IAPD, and CAFR source data.
The homepage lists large asset managers by reported AUM. Values change as source filings are updated, so users should open the manager page for the current figure.
Filter/browse by fund type (Private Equity, Hedge Fund, Real Estate) plus tags, location, and AUM size.

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, and 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.

Price: AUM 13FFree • From $29/mo
Stock AnalysisFree • From $79/yr
Free tier: Free, no signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Stock Analysis Pro Compare

Full review and details

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

Analyze asset managers using public filings and drill into EDGAR, IAPD, and CAFR source data.
The homepage lists large asset managers by reported AUM. Values change as source filings are updated, so users should open the manager page for the current figure.
Filter/browse by fund type (Private Equity, Hedge Fund, Real Estate) plus tags, location, and AUM size.
Firm pages aggregate AUM history, AUM breakdowns, and Form 13F holdings (with sector views) and link to EDGAR filings (e.g., 13F-HR, SC 13G, Forms D/3/4).
Latest EDGAR filings feed with filing-type filters (e.g., Form D, 8-K, 10-Q, 10-K, insider forms).

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, and 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.

Price: AUM 13FFree • From $29/mo
Investing.comFree • From $13.99/mo
Free tier: Free, no signup
Replacement: Partial replacement

Pricing checked 2026-08-05 via pricing.

View InvestingPro Compare

Full review and details

Perplexity FinanceDrop-in replacementFree • From $20/moFree, no signup

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
Analyze asset managers using public filings and drill into EDGAR, IAPD, and CAFR source data.
The homepage lists large asset managers by reported AUM. Values change as source filings are updated, so users should open the manager page for the current figure.
Filter/browse by fund type (Private Equity, Hedge Fund, Real Estate) plus tags, location, and AUM size.
Firm pages aggregate AUM history, AUM breakdowns, and Form 13F holdings (with sector views) and link to EDGAR filings (e.g., 13F-HR, SC 13G, Forms D/3/4).

Watch out

Avoid as a full replacement if you rely on investor holdings research and portfolio alerts.
Free-plan limits: Free consumer plan includes limited Pro searches, Pro is listed locally at $20/month and Max at $200/month for consumer access, and 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.

Price: AUM 13FFree • From $29/mo
Perplexity FinanceFree • From $20/mo
Free tier: Free, no signup
Replacement: Drop-in replacement

Pricing checked 2026-08-23 via support.

Open Perplexity Finance Compare

Full review and details

BamSECPartial replacementFree • From $69/moFree, no signup

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
Analyze asset managers using public filings and drill into EDGAR, IAPD, and CAFR source data.
The homepage lists large asset managers by reported AUM. Values change as source filings are updated, so users should open the manager page for the current figure.
Filter/browse by fund type (Private Equity, Hedge Fund, Real Estate) plus tags, location, and AUM size.
Firm pages aggregate AUM history, AUM breakdowns, and Form 13F holdings (with sector views) and link to EDGAR filings (e.g., 13F-HR, SC 13G, Forms D/3/4).

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, and 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.

Price: AUM 13FFree • From $29/mo
BamSECFree • From $69/mo
Free tier: Free, no signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Try BamSEC Pro Compare

Full review and details

InsideArbitragePartial replacementFree • From $100/moFree, no signup

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
Analyze asset managers using public filings and drill into EDGAR, IAPD, and CAFR source data.
The homepage lists large asset managers by reported AUM. Values change as source filings are updated, so users should open the manager page for the current figure.
Filter/browse by fund type (Private Equity, Hedge Fund, Real Estate) plus tags, location, and AUM size.
Firm pages aggregate AUM history, AUM breakdowns, and Form 13F holdings (with sector views) and link to EDGAR filings (e.g., 13F-HR, SC 13G, Forms D/3/4).

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, and 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.

Price: AUM 13FFree • From $29/mo
InsideArbitrageFree • From $100/mo
Free tier: Free, no signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

View premium subscription Compare

Full review and details

13F InsightBest workflow fitFree • Contact for pricingFree, no signup

Best workflow fit

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
Analyze asset managers using public filings and drill into EDGAR, IAPD, and CAFR source data.
The homepage lists large asset managers by reported AUM. Values change as source filings are updated, so users should open the manager page for the current figure.
Filter/browse by fund type (Private Equity, Hedge Fund, Real Estate) plus tags, location, and AUM size.
Firm pages aggregate AUM history, AUM breakdowns, and Form 13F holdings (with sector views) and link to EDGAR filings (e.g., 13F-HR, SC 13G, Forms D/3/4).

Watch out

Avoid as a full replacement if you rely on advisor and client reporting.
Free-plan limits: Two AI questions are free without signup, Free account raises usage to five questions per day, and Standard, Pro, and Enterprise tiers gate heavier AI and research workflows.
13F filings are stale by design: The AI reads real 13F filings, but those filings are quarterly, delayed, and incomplete views of manager exposure.

Price: AUM 13FFree • From $29/mo
13F InsightFree • Contact for pricing
Free tier: Free, no signup
Replacement: Drop-in replacement

Pricing checked 2026-08-04 via pricing.

See 13F Insight pricing Compare

Full review and details

ChartMillPartial replacementFree • Paid plans availableFree, no signup

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
Analyze asset managers using public filings and drill into EDGAR, IAPD, and CAFR source data.
The homepage lists large asset managers by reported AUM. Values change as source filings are updated, so users should open the manager page for the current figure.
Filter/browse by fund type (Private Equity, Hedge Fund, Real Estate) plus tags, location, and AUM size.
Firm pages aggregate AUM history, AUM breakdowns, and Form 13F holdings (with sector views) and link to EDGAR filings (e.g., 13F-HR, SC 13G, Forms D/3/4).

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 and 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.

Price: AUM 13FFree • From $29/mo
ChartMillFree • Paid plans available
Free tier: Free, no signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Screen stocks on ChartMill Compare

Full review and details

CapEdgePartial replacementFreeFree with signup

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
Analyze asset managers using public filings and drill into EDGAR, IAPD, and CAFR source data.
The homepage lists large asset managers by reported AUM. Values change as source filings are updated, so users should open the manager page for the current figure.
Filter/browse by fund type (Private Equity, Hedge Fund, Real Estate) plus tags, location, and AUM size.
Firm pages aggregate AUM history, AUM breakdowns, and Form 13F holdings (with sector views) and link to EDGAR filings (e.g., 13F-HR, SC 13G, Forms D/3/4).

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, and 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.

Price: AUM 13FFree • From $29/mo
CapEdgeFree
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-09-02 via homepage.

Open CapEdge Compare

Full review and details

Stock UnlockPartial replacementFree • From $90/yrFree with signup

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
Analyze asset managers using public filings and drill into EDGAR, IAPD, and CAFR source data.
The homepage lists large asset managers by reported AUM. Values change as source filings are updated, so users should open the manager page for the current figure.
Filter/browse by fund type (Private Equity, Hedge Fund, Real Estate) plus tags, location, and AUM size.
Firm pages aggregate AUM history, AUM breakdowns, and Form 13F holdings (with sector views) and link to EDGAR filings (e.g., 13F-HR, SC 13G, Forms D/3/4).

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 plan starts with an email signup and includes limited research data, unlimited watchlists, two manual portfolios, and three screener searches per week, and Pro costs $9 monthly or $90 annually. Unlimited costs $24 monthly or $240 annually.
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.

Price: AUM 13FFree • From $29/mo
Stock UnlockFree • From $90/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Analyze stocks with Stock Unlock Compare

Full review and details

Yahoo FinanceDrop-in replacementFree • From $95.40/yrFree with signup

Drop-in replacement

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

Analyze asset managers using public filings and drill into EDGAR, IAPD, and CAFR source data.
The homepage lists large asset managers by reported AUM. Values change as source filings are updated, so users should open the manager page for the current figure.
Filter/browse by fund type (Private Equity, Hedge Fund, Real Estate) plus tags, location, and AUM size.
Firm pages aggregate AUM history, AUM breakdowns, and Form 13F holdings (with sector views) and link to EDGAR filings (e.g., 13F-HR, SC 13G, Forms D/3/4).
Latest EDGAR filings feed with filing-type filters (e.g., Form D, 8-K, 10-Q, 10-K, insider forms).

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, and 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.

Price: AUM 13FFree • From $29/mo
Yahoo FinanceFree • From $95.40/yr
Free tier: Free with signup
Replacement: Drop-in replacement

Pricing checked 2026-08-20 via pricing.

Open Yahoo Finance Compare

Full review and details

StocknearPartial replacementFree • From $10/moFree with signup

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
Analyze asset managers using public filings and drill into EDGAR, IAPD, and CAFR source data.
The homepage lists large asset managers by reported AUM. Values change as source filings are updated, so users should open the manager page for the current figure.
Filter/browse by fund type (Private Equity, Hedge Fund, Real Estate) plus tags, location, and AUM size.
Firm pages aggregate AUM history, AUM breakdowns, and Form 13F holdings (with sector views) and link to EDGAR filings (e.g., 13F-HR, SC 13G, Forms D/3/4).

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, and 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.

Price: AUM 13FFree • From $29/mo
StocknearFree • From $10/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Compare Stocknear plans Compare

Full review and details

Simply Wall StPartial replacementFree • From $120/yrFree with signup

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
Analyze asset managers using public filings and drill into EDGAR, IAPD, and CAFR source data.
The homepage lists large asset managers by reported AUM. Values change as source filings are updated, so users should open the manager page for the current figure.
Filter/browse by fund type (Private Equity, Hedge Fund, Real Estate) plus tags, location, and AUM size.
Firm pages aggregate AUM history, AUM breakdowns, and Form 13F holdings (with sector views) and link to EDGAR filings (e.g., 13F-HR, SC 13G, Forms D/3/4).

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, and 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.

Price: AUM 13FFree • From $29/mo
Simply Wall StFree • From $120/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Simply Wall St Compare

Full review and details

SentiSenseDrop-in replacementFree • From $15/moFree with signup

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
Analyze asset managers using public filings and drill into EDGAR, IAPD, and CAFR source data.
The homepage lists large asset managers by reported AUM. Values change as source filings are updated, so users should open the manager page for the current figure.
Filter/browse by fund type (Private Equity, Hedge Fund, Real Estate) plus tags, location, and AUM size.
Firm pages aggregate AUM history, AUM breakdowns, and Form 13F holdings (with sector views) and link to EDGAR filings (e.g., 13F-HR, SC 13G, Forms D/3/4).

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, and 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.

Price: AUM 13FFree • From $29/mo
SentiSenseFree • From $15/mo
Free tier: Free with signup
Replacement: Drop-in replacement

Pricing checked 2026-08-23 via pricing.

Start SentiSense free Compare

Full review and details

Value SensePartial replacementFree • From $15/moFree with signup

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
Analyze asset managers using public filings and drill into EDGAR, IAPD, and CAFR source data.
The homepage lists large asset managers by reported AUM. Values change as source filings are updated, so users should open the manager page for the current figure.
Filter/browse by fund type (Private Equity, Hedge Fund, Real Estate) plus tags, location, and AUM size.
Firm pages aggregate AUM history, AUM breakdowns, and Form 13F holdings (with sector views) and link to EDGAR filings (e.g., 13F-HR, SC 13G, Forms D/3/4).

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, and 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.

Price: AUM 13FFree • From $29/mo
Value SenseFree • From $15/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Compare Value Sense plans Compare

Full review and details

TipRanksPartial replacementFree • From $29.95/moFree with signup

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
Analyze asset managers using public filings and drill into EDGAR, IAPD, and CAFR source data.
The homepage lists large asset managers by reported AUM. Values change as source filings are updated, so users should open the manager page for the current figure.
Filter/browse by fund type (Private Equity, Hedge Fund, Real Estate) plus tags, location, and AUM size.
Firm pages aggregate AUM history, AUM breakdowns, and Form 13F holdings (with sector views) and link to EDGAR filings (e.g., 13F-HR, SC 13G, Forms D/3/4).

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, and 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.

Price: AUM 13FFree • From $29/mo
TipRanksFree • From $29.95/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

View TipRanks plans Compare

Full review and details

Stock RoverPartial replacementFree • From $34/moFree with signup

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
Analyze asset managers using public filings and drill into EDGAR, IAPD, and CAFR source data.
The homepage lists large asset managers by reported AUM. Values change as source filings are updated, so users should open the manager page for the current figure.
Filter/browse by fund type (Private Equity, Hedge Fund, Real Estate) plus tags, location, and AUM size.

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, and Free plan has monthly limits for Stock Scores and Research Reports.
North America-focused coverage: U.S. and Canadian exchange support plus OTC boards.

Price: AUM 13FFree • From $29/mo
Stock RoverFree • From $34/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

View Stock Rover plans Compare

Full review and details

Fiscal.aiBest audience fitFree • From $39/moFree with signup

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

Analyze asset managers using public filings and drill into EDGAR, IAPD, and CAFR source data.
The homepage lists large asset managers by reported AUM. Values change as source filings are updated, so users should open the manager page for the current figure.
Filter/browse by fund type (Private Equity, Hedge Fund, Real Estate) plus tags, location, and AUM size.
Firm pages aggregate AUM history, AUM breakdowns, and Form 13F holdings (with sector views) and link to EDGAR filings (e.g., 13F-HR, SC 13G, Forms D/3/4).
Latest EDGAR filings feed with filing-type filters (e.g., Form D, 8-K, 10-Q, 10-K, insider forms).

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, and 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.

Price: AUM 13FFree • From $29/mo
Fiscal.aiFree • From $39/mo
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Fiscal.ai Compare

Full review and details

GuruFocusPartial replacementFree • From $549/yrFree with signup

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

Analyze asset managers using public filings and drill into EDGAR, IAPD, and CAFR source data.
The homepage lists large asset managers by reported AUM. Values change as source filings are updated, so users should open the manager page for the current figure.
Filter/browse by fund type (Private Equity, Hedge Fund, Real Estate) plus tags, location, and AUM size.
Firm pages aggregate AUM history, AUM breakdowns, and Form 13F holdings (with sector views) and link to EDGAR filings (e.g., 13F-HR, SC 13G, Forms D/3/4).
Latest EDGAR filings feed with filing-type filters (e.g., Form D, 8-K, 10-Q, 10-K, insider forms).

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, and 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.

Price: AUM 13FFree • From $29/mo
GuruFocusFree • From $549/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Start GuruFocus trial Compare

Full review and details

BörsdataPartial replacementFree • Contact for pricingFree with signup

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
Analyze asset managers using public filings and drill into EDGAR, IAPD, and CAFR source data.
The homepage lists large asset managers by reported AUM. Values change as source filings are updated, so users should open the manager page for the current figure.
Filter/browse by fund type (Private Equity, Hedge Fund, Real Estate) plus tags, location, and AUM size.
Firm pages aggregate AUM history, AUM breakdowns, and Form 13F holdings (with sector views) and link to EDGAR filings (e.g., 13F-HR, SC 13G, Forms D/3/4).

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, and 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.

Price: AUM 13FFree • From $29/mo
BörsdataFree • Contact for pricing
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Compare Börsdata plans Compare

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%).

Every pick keeps a free tier; start with Investing.com, GuruFocus, and Fiscal.ai to road-test AUM 13F workflows without paying up front.

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.

Insider Data×19Alerts×18Data Visualizations×18Institutional Ownership×18Watchlist×18Improved Filings×10

New angles introduced

Categories the alternatives add beyond AUM 13F.

Screeners+18News+17Calendar+15Financials+15Dividends+13Stock Ideas+13Analyst Forecasts+11Analyst Ratings & Price Targets+11

Free Access & Pricing

Free options

All 20

20 vetted picks keep a permanent free tier so you can validate workflows before upgrading.

Mobile ready

10/20

10 alternatives bring native mobile access.

API availability

8/20

8 of the shortlisted tools expose API endpoints for automation-heavy workflows.

Quality checks

10 starred / 14 tested

10 tools are flagged as analyst picks; 14 have been hands-on tested.

Avg. coverage overlap

84%

Average percentage of categories shared with the base tool.

Free Alternatives FAQ

What are the best free alternatives to AUM 13F?

Start with Investing.com, GuruFocus, and Fiscal.ai to replicate AUM 13F workflows without paying for a subscription.

Do these picks stay permanently free?

Yes. Each platform listed keeps a standing free tier with no credit card required -- though export limits or seat caps may apply if you scale usage.

Which AUM 13F workflows stay covered on the free plan?

Expect solid overlap across Institutional Ownership, Insider Data, Improved Filings, Watchlist, Alerts, and Data Visualizations, so core AUM 13F workflows can move over without a paid upgrade.

What extra coverage do the free alternatives add?

Stock Ideas, Screeners, Stock Comparison, Options, Correlation, Portfolio, News, Calendar, Market Sentiment, Dividends, Splits, IPO, Macro Data, Yield Curves, CDS Spreads, Financials, Scores, Valuation Models, Transcripts, ETF Analysis, Analyst Forecasts, Analyst Ratings & Price Targets, AI Research, AI Chat, Education, Blogs, Videos, Forums, ETF Screeners, Top Analysts, ETF Comparison, Quant, Backtesting, US Government Trades, APIs & Data Feeds, Corporate Actions & Special Situations, Credit Ratings & Outlooks, Flags, Short Interest, Fund Analysis, Sheets / Excel Add-ins, Broker Connectors, Newsletters, Custom Dashboards, Stock Handbook, News Sentiment, Webhooks, ESG Ratings, Regulatory Filings Monitoring, Diff View, Notes & Highlights, Filing Sentiment, Which ETF includes this Stock?, Reddit, Risk Metrics, Performance Attribution, Bulls Say Bear Say, Guidance / Pre-announcements, Options P&L, Compounding Calculator, Retirement Calculator, Position Sizing, Dark Pool & Off-Exchange, Management Performance, Management Compensation, Earnings Calls Sentiment, Index Rebalancing, Playbooks & Case Studies, Monte Carlo, and Official Sources show up most often as bonus coverage beyond the base platform, giving you room to experiment before upgrading.

Where might I still rely on AUM 13F?

Improved Filings, Alerts, Data Visualizations, Watchlist, Institutional Ownership, and Insider Data remain strengths for AUM 13F. Keep it handy for those tasks or plan for a paid upgrade if they matter.

Keep Exploring

Wide Moat StocksBrowse the current moat score ranking and company-level moat notes.

Short InterestDaily tracker for heavily shorted stocks and short squeeze candidates.

Stock RankingsBacktested ranking systems for quality, value, momentum, and more.

Investing BooksBooks behind value investing, quality investing, moats, and market behavior.

Live AnalyticsSee what users are clicking, searching, and voting for across the site.

Research ToolsFind screeners, data platforms, portfolio trackers, and research tools.

Feedback

Missing an alternative, or is a listing out of date? Tell me and I will look.

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.