VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Thursday, November 20, 2025

Home My Collections

Tool Comparison

Asset Allocation Interactive (AAI) — Research Affiliates vs HedgeFollow comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Asset Allocation Interactive (AAI) — Research Affiliates adds Correlation coverage that HedgeFollow skips.

HedgeFollow includes 13F, 13D/13G, Insider Data, Institutional Data, Screeners, Money Flow, ETF Overview, Portfolio, Watchlist, Investor Holdings, Splits, and Education categories that Asset Allocation Interactive (AAI) — Research Affiliates omits.

In depth comparison

Asset Allocation Interactive (AAI) — Research Affiliates logo

Asset Allocation Interactive (AAI) — Research Affiliates

interactive.researchaffiliates.com

Editor’s pick Hands-on review

A free interactive platform that publishes Research Affiliates’ capital market expectations each month. You can explore expected returns, correlations, and efficient frontiers across a wide set of asset classes and geographies. Excel downloads are available (though without full time-series) and charts can be exported. All results are model-based, hypothetical, and provided for informational purposes only.

Platforms

Web

Pricing

Free

Quick highlights

  • Two expected-return models: one valuation-driven and one based on yield and growth, with the option to blend them.
  • Interactive Portfolio Builder lets you create, save, and analyze custom portfolios.
  • Coverage spans more than 140 assets and model portfolios, available in six base currencies (USD, EUR, GBP, JPY, AUD, CAD). Expectations are refreshed monthly and remain free to access.
  • Country dashboards provide data for 41 equity markets (22 developed, 19 emerging), including GDP trends, CAPE ratios, and inflation views.
  • Correlation view displays a full heat-map matrix of expected cross-asset relationships.

Community votes (overall)

0% upvotes 0% downvotes
You haven't voted yet
View full profileVisit site
HedgeFollow logo

HedgeFollow

hedgefollow.com

Tracks hedge fund and insider activity from SEC filings (13F/13D/13G/Form 4). Includes a fast insider‑trading tracker (updated ~every 5 minutes), a hedge‑fund trade feed, fund pages with holdings & options reported via 13F, stock pages with ownership/money‑flow charts, ETF activity aggregates (e.g., Bitcoin ETFs), and portfolio tools (builder/balancer) plus a stock screener that blends institutional, insider, and basic technical filters. 13F data has the regulatory ~45‑day reporting lag; no public API or broker sync is advertised.

Platforms

Web

Pricing

FreeSubscription

Quick highlights

  • Coverage scale: “10,000+ funds and 100K+ insiders.”
  • Insider Trading Tracker refreshed every ~5 minutes with filters for role, value, and recency.
  • Hedge Fund Tracker stream for 13F/13D/13G/Form 4 with time‑window and size filters; explains the 45‑day 13F lag.
  • Fund pages: AUM, holdings heatmaps, largest trades, performance history; option holdings when reported on 13F.
  • Stock pages: biggest buyers/sellers, ownership trends, buy‑price bands, money‑flow chart, and ‘Option Holders’.

Community votes (overall)

0% upvotes 0% downvotes
You haven't voted yet
View full profileVisit site

Where they differ

Asset Allocation Interactive (AAI) — Research Affiliates

Distinct strengths include:

Correlation
  • Two expected-return models: one valuation-driven and one based on yield and growth, with the option to blend them.
  • Interactive Portfolio Builder lets you create, save, and analyze custom portfolios.
  • Coverage spans more than 140 assets and model portfolios, available in six base currencies (USD, EUR, GBP, JPY, AUD, CAD). Expectations are refreshed monthly and remain free to access.
  • Country dashboards provide data for 41 equity markets (22 developed, 19 emerging), including GDP trends, CAPE ratios, and inflation views.

HedgeFollow

Distinct strengths include:

13F13D/13GInsider DataInstitutional DataScreenersMoney FlowETF OverviewPortfolio
  • Coverage scale: “10,000+ funds and 100K+ insiders.”
  • Insider Trading Tracker refreshed every ~5 minutes with filters for role, value, and recency.
  • Hedge Fund Tracker stream for 13F/13D/13G/Form 4 with time‑window and size filters; explains the 45‑day 13F lag.
  • Fund pages: AUM, holdings heatmaps, largest trades, performance history; option holdings when reported on 13F.

Feature-by-feature breakdown

AttributeAsset Allocation Interactive (AAI) — Research AffiliatesHedgeFollow
Categories

Which research workflows each platform targets

Shared: Data Visualizations, Valuation Models

Unique: Correlation

Shared: Data Visualizations, Valuation Models

Unique: 13F, 13D/13G, Insider Data, Institutional Data, Screeners, Money Flow, ETF Overview, Portfolio, Watchlist, Investor Holdings, Splits, Education

Asset types

Supported asset classes and universes

Stocks, Bonds, Commodities, Real Estate

Stocks, ETFs, Options

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web

Web

Pricing

High-level pricing models

Free

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • Two expected-return models: one valuation-driven and one based on yield and growth, with the option to blend them.
  • Interactive Portfolio Builder lets you create, save, and analyze custom portfolios.
  • Coverage spans more than 140 assets and model portfolios, available in six base currencies (USD, EUR, GBP, JPY, AUD, CAD). Expectations are refreshed monthly and remain free to access.
  • Country dashboards provide data for 41 equity markets (22 developed, 19 emerging), including GDP trends, CAPE ratios, and inflation views.
  • Correlation view displays a full heat-map matrix of expected cross-asset relationships.
  • Efficient frontier visualization shows optimal portfolio mixes on a scatter plot.

Unique

  • Coverage scale: “10,000+ funds and 100K+ insiders.”
  • Insider Trading Tracker refreshed every ~5 minutes with filters for role, value, and recency.
  • Hedge Fund Tracker stream for 13F/13D/13G/Form 4 with time‑window and size filters; explains the 45‑day 13F lag.
  • Fund pages: AUM, holdings heatmaps, largest trades, performance history; option holdings when reported on 13F.
  • Stock pages: biggest buyers/sellers, ownership trends, buy‑price bands, money‑flow chart, and ‘Option Holders’.
  • Lists: Top 100 hedge‑fund stocks; Largest Hedge Fund Buys/Sells; Largest Insider Buys/Sells.
Tested

Verified by hands-on testing inside Find My Moat

Yes

Not yet

Editor pick

Featured inside curated shortlists

Highlighted

Standard listing

Frequently Asked Questions

Which workflows do Asset Allocation Interactive (AAI) — Research Affiliates and HedgeFollow both support?

Both platforms cover Data Visualizations, and Valuation Models workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Asset Allocation Interactive (AAI) — Research Affiliates and HedgeFollow require subscriptions?

Both Asset Allocation Interactive (AAI) — Research Affiliates and HedgeFollow keep freemium access with optional paid upgrades, so you can trial each platform before committing.

How can you access Asset Allocation Interactive (AAI) — Research Affiliates and HedgeFollow?

Both Asset Allocation Interactive (AAI) — Research Affiliates and HedgeFollow prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.

What unique strengths set the two platforms apart?

Asset Allocation Interactive (AAI) — Research Affiliates differentiates itself with Two expected-return models: one valuation-driven and one based on yield and growth, with the option to blend them., Interactive Portfolio Builder lets you create, save, and analyze custom portfolios., and Coverage spans more than 140 assets and model portfolios, available in six base currencies (USD, EUR, GBP, JPY, AUD, CAD). Expectations are refreshed monthly and remain free to access., whereas HedgeFollow stands out for Coverage scale: “10,000+ funds and 100K+ insiders.”, Insider Trading Tracker refreshed every ~5 minutes with filters for role, value, and recency., and Hedge Fund Tracker stream for 13F/13D/13G/Form 4 with time‑window and size filters; explains the 45‑day 13F lag..

Keep exploring

Keep exploring

Stay on top of related tools

Browse the categories and profiles that overlap most with this comparison to round out your shortlist.

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.