VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
PRICE: 0 CENTS
Thursday, January 8, 2026
AUM 13F Review, Pricing, and Features
Due-diligence web app for researching asset managers using public filings and source links (EDGAR, IAPD, CAFR). Subscription is $29/month and removes daily view limits, enables portfolios with alerts, and removes ads.
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Key features
- Analyze asset managers using public filings and drill into EDGAR, IAPD, and CAFR source data.
- 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).
- Single search box across asset managers, funds, issuers, and limited partners; exact match supported for CIK, CUSIP, and stock ticker (plus CRD/SEC#/Fund ID).
- Portfolios: add/remove GPs and LPs and track them over time.
- LP portfolio pages (e.g., CalPERS) sourced from CAFRs, with a latest reporting date and a list of portfolio firms.
- Subscription billing: $29/month; benefits include removing daily view limits, portfolios with alerts, and ad removal.
FAQ
Is AUM 13F free?
Not entirely. AUM 13F includes a free tier, but its paid subscription options unlock more capacity. Visit the vendor site for current limits and pricing.
Who is AUM 13F best for?
AUM 13F is built for Institutional Investors and Analysts. It suits intermediate and advanced users.
What platforms and connections does AUM 13F support?
You can use AUM 13F on Web.
Which markets does AUM 13F cover?
It tracks Stocks, ETFs, Hedge Funds, Private Funds, Real Estate, and Funds. Identifiers include CIK, CUSIP, and Ticker.
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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!
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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.