★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
AUM 13F vs CapEdge
Pick AUM 13F instead if
AUM 13F
Free • From $29/mo · Web
- You care about watchlist, something CapEdge doesn't offer
Start here
CapEdge
Free · Web · Mobile
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
- You care about screeners, stock comparison, and financials, things AUM 13F doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
AUM 13F and CapEdge cover a lot of the same ground (5 shared categories, including institutional ownership, insider data, and improved filings), so for the basics you won't go far wrong with either. CapEdge simply does more: 18 categories to AUM 13F's 6, including screeners, stock comparison, and financials, plus a mobile app. AUM 13F counters by keeping things simpler.
What readers say
AUM 13F
Vote once to reveal the community verdict.
CapEdge
Vote once to reveal the community verdict.
Key differences at a glance
- Real-time data
- CapEdge
- Broader coverage
- CapEdge18 vs 6 categories
- Mobile app
- CapEdge
- Free plan
- Both
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $29/mo | Free |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | Free: daily views: Limited (not disclosed) | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | Yes |
API access | No | No |
Integrations | — | Deal Roadshow |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Intermediate, Advanced |
Best for | Institutional Investors and Analysts | Retail Traders, Pro Retail +6 more |
Categories covered | 6 | 18 |
Regions | — | North America |
| Data & capabilities | ||
Data quality | — | Latency: Real-time |
Data partners | — | 3 partners: SEC EDGAR, Financial Modeling Prep +1 more |
| Try it | Visit AUM 13F | Visit CapEdge |
Where each one shines
What AUM 13F and CapEdge each do best.ShowHide
Where each one shines
What AUM 13F and CapEdge each do best.What AUM 13F does best
- 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.
What CapEdge does best
- Search SEC filings and earnings transcripts with company, ticker, form type, date, keyword, natural-language, and boolean-style filters.
- Use filing-analysis views to see which companies mention a theme and how that theme changes across filings over time.
- Read major SEC forms in a cleaner filing viewer with table-of-contents navigation, font controls, similar-filing links, sentiment, readability, and new-or-removed-word analysis.
- Compare successive 10-K and 10-Q filings with a diff viewer that highlights text changes and attempts to align changed table rows.
- Set real-time email alerts for favorite companies, saved searches, filing groups, and specific form types, with full filing text or relevant exhibits included in the email.
Every detail we compared
Every tracked attribute for AUM 13F and CapEdge, side by side.ShowHide
Every detail we compared
Every tracked attribute for AUM 13F and CapEdge, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsHedge FundsPrivate FundsReal EstateFunds | StocksETFsBondsFunds |
Experience | IntermediateAdvanced | IntermediateAdvanced |
Target audience | Institutional InvestorsAnalysts | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsValue InvestorsGrowth InvestorsAnalystsStudents/Researchers |
Regions | Not specified | North America |
Coverage details | Identifiers: CIK, CUSIP, and Ticker | Countries: USIdentifiers: Ticker and CIK |
| Data | ||
Data freshness | Not specified | Real-time |
Data partners | Not specified | SEC EDGARFinancial Modeling PrepBenzinga |
| Access & integrations | ||
Import methods | Not specified | CSVManual |
Integrations | Not specified | Deal Roadshow |
Export formats | Not specified | CSVExcel |
| Plans & trust | ||
Vendor & support | Chen Software LLCSupport: Email | Finsight Group Inc.Country: USFounded 2012Support: Email and Phone |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Freedaily views: Limited (not disclosed) | Free |
| Entry paid plan | $29/mo“Subscription” | — |
Questions we keep getting
What's the difference between AUM 13F and CapEdge?
AUM 13F leans toward institutional ownership, insider data, and improved filings, while CapEdge puts more weight on screeners, stock comparison, and data visualizations. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
How much do AUM 13F and CapEdge cost?
Good news: both AUM 13F and CapEdge have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use AUM 13F or CapEdge on my phone?
CapEdge lists a dedicated mobile app, so it travels better. AUM 13F doesn't list a dedicated mobile app; its documented access is web.
Should I choose AUM 13F or CapEdge?
It depends on what you're after. Pick AUM 13F if watchlist matter to you; go with CapEdge if you'd rather have screeners and stock comparison. And if you only need the basics both share, let price decide.
What asset classes do AUM 13F and CapEdge cover?
Both cover stocks, ETFs, and funds. AUM 13F also handles hedge funds, private funds, and real estate. CapEdge adds bonds on top.
Does AUM 13F or CapEdge have real-time data?
CapEdge offers real-time data, which matters if you trade actively. AUM 13F runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Can I export data from AUM 13F and CapEdge?
CapEdge exports to CSV and Excel. AUM 13F is stingier about getting data out.
Which has a better stock screener: AUM 13F or CapEdge?
CapEdge has a stock screener for surfacing ideas; AUM 13F doesn't, and focuses its energy elsewhere.
Keep researching
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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.