Tool Comparison
AUM 13F vs DATAROMA
- Paid from
- $29/mo, billed monthly
- Free plan
- Yes
- Platforms
- Web
Best if
- You want improved filings, watchlist, and alerts.
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web
Best if
- You want stock ideas.
- You're newer to investing and want something approachable
- You're a long-term investor who cares more about fundamentals than headlines
Start here
AUM 13F
Free • From $29/mo, billed monthly · Web
- You want improved filings, watchlist, and alerts.
Pick DATAROMA instead if
DATAROMA
Free · Web
- You want stock ideas.
- You're newer to investing and want something approachable
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
AUM 13F and DATAROMA cover a lot of the same ground (2 shared categories, institutional ownership and insider data), so for the basics you won't go far wrong with either. AUM 13F simply does more: 6 categories to DATAROMA's 3, including improved filings, watchlist, and alerts. DATAROMA counters by being completely free.
What readers say
AUM 13F
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DATAROMA
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Key differences at a glance
- Asset coverage
- AUM 13FAdds hedge funds and private funds
- Broader coverage
- AUM 13F6 vs 3 categories
- Beginner friendly
- DATAROMA
- Free plan
- Both
What AUM 13F does best
- Research coverage for asset managers using public filing sources such as EDGAR, IAPD, and CAFR-linked records.
- Browsing access to large-manager AUM rankings, firm profiles, AUM history, AUM breakdowns, and manager-level holdings context.
- Filters for managers by fund type, tags, location, AUM size, and related public-filing attributes.
- Direct access to firm pages that combine AUM data, Form 13F holdings, sector views, and links to underlying filing documents.
- 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 DATAROMA does best
- Curated superinvestor portfolios with each manager's reported holdings in one table.
- Review position size, portfolio weight, share count, reported price, current price, activity labels, and 52-week context for tracked holdings.
- Comparison tools for quarter-based portfolio changes, top buys, top sells, and manager-level activity from public filing data.
- Holdings Summary and Grand Portfolio views showing stocks owned by multiple tracked investors.
- Stock pages for Super Investor Stats, ownership count, rank across tracked portfolios, and related insider buying or selling summaries.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $29/mo, billed monthly | Free |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | Free: daily views: Limited (not disclosed) | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | No | No |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Institutional Investors and Analysts | Retail Traders, Pro Retail +4 more |
Categories covered | 6 | 3 |
Regions | — | North America |
| Try it | Visit AUM 13F | Visit DATAROMA |
Standout features
The best features of AUM 13F and DATAROMA.ShowHide
Standout features
What AUM 13F does best
- Research coverage for asset managers using public filing sources such as EDGAR, IAPD, and CAFR-linked records.
- Browsing access to large-manager AUM rankings, firm profiles, AUM history, AUM breakdowns, and manager-level holdings context.
- Filters for managers by fund type, tags, location, AUM size, and related public-filing attributes.
- Direct access to firm pages that combine AUM data, Form 13F holdings, sector views, and links to underlying filing documents.
- 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 DATAROMA does best
- Curated superinvestor portfolios with each manager's reported holdings in one table.
- Review position size, portfolio weight, share count, reported price, current price, activity labels, and 52-week context for tracked holdings.
- Comparison tools for quarter-based portfolio changes, top buys, top sells, and manager-level activity from public filing data.
- Holdings Summary and Grand Portfolio views showing stocks owned by multiple tracked investors.
- Stock pages for Super Investor Stats, ownership count, rank across tracked portfolios, and related insider buying or selling summaries.
All details
Every attribute we track for AUM 13F and DATAROMA.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsHedge FundsPrivate FundsReal EstateFunds | StocksETFs |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Institutional InvestorsAnalysts | Retail TradersPro RetailLong-term InvestorsValue InvestorsAnalystsStudents/Researchers |
Regions | Not specified | North America |
Coverage details | Identifiers: CIK, CUSIP, and Ticker | Identifiers: Ticker |
| Plans & trust | ||
Vendor & support | Chen Software LLCSupport: Email | Not specified |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Freedaily views: Limited (not disclosed) | — |
| Entry paid plan | $29/moBilled monthly“Subscription” | — |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between AUM 13F and DATAROMA?
AUM 13F leans toward institutional ownership, insider data, and improved filings, while DATAROMA puts more weight on stock ideas, institutional ownership, and insider data. They overlap in 2 categories, so for most people it comes down to workflow preference and price.
How much do AUM 13F and DATAROMA cost?
Good news: both AUM 13F and DATAROMA have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: AUM 13F or DATAROMA?
DATAROMA is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Should I choose AUM 13F or DATAROMA?
It depends on what you're after. Pick AUM 13F if improved filings and watchlist matter to you; go with DATAROMA if you'd rather have stock ideas. And if you only need the basics both share, let price decide.
What asset classes do AUM 13F and DATAROMA cover?
Both cover stocks and ETFs. AUM 13F also handles hedge funds, private funds, and real estate.
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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).
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