★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
VOL. XCIV, NO. 247
AUM 13F Review, Pricing, and Features
AUM 13F is a due-diligence web app for researching asset managers, institutional holdings, private funds, real estate managers, and limited-partner relationships from public filing sources. It is strongest for analysts who want a low-cost way to browse manager AUM, 13F holdings, EDGAR filings, IAPD records, CAFR-sourced LP portfolios, source links, portfolios, and alerts, but 13F data remains delayed and incomplete by design.
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Pricing
Free • From $29/mo · 2 plans
Free
Public browsing with daily view limits and advertisements (subscription removes both).
Subscription
Key features
- Research asset managers using public filing sources such as EDGAR, IAPD, and CAFR-linked records.
- Browse large-manager AUM rankings, firm profiles, AUM history, AUM breakdowns, and manager-level holdings context.
- Filter managers by fund type, tags, location, AUM size, and related public-filing attributes.
- Open firm pages that combine AUM data, Form 13F holdings, sector views, and links to underlying filing documents.
- Use the latest EDGAR filings feed with filing-type filters for 13F, Form D, 8-K, 10-Q, 10-K, insider forms, and other disclosures.
- Search across asset managers, funds, issuers, and limited partners, including exact-match support for CIK, CUSIP, ticker, CRD, SEC number, and fund ID fields where available.
- Create portfolios of general partners and limited partners, then track them over time with paid alerts.
- Use LP portfolio pages sourced from CAFRs to inspect public-pension and limited-partner relationships where coverage exists.
- Upgrade to the monthly subscription to remove daily view limits and ads, and to unlock portfolios with alerts.
- Use AUM 13F for idea generation and manager diligence, not as proof of current positions; 13F filings are delayed, mostly long-only, and omit many shorts, derivatives, and non-U.S. exposures.
- Treat the site as a focused filings research workflow rather than a broker, full market-data terminal, portfolio accounting system, or real-time ownership feed.
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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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.
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