★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
AUM 13F vs GuruFocus
Pick AUM 13F instead if
AUM 13F
Free • From $29/mo · Web
- You want the cheaper way in: plans start at $29/mo instead of $45.75/mo
Start here
GuruFocus
Free • From $549/yr · Web · Mobile · API
- You do a lot of your research from your phone
- You want an API so you can script or automate things
- You care about stock ideas, screeners, and ETF screeners, 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 GuruFocus cover a lot of the same ground (6 shared categories, including institutional ownership, insider data, and improved filings), so for the basics you won't go far wrong with either. GuruFocus simply does more: 48 categories to AUM 13F's 6, including stock ideas, screeners, and ETF screeners, plus a mobile app. AUM 13F counters by starting cheaper at $29/mo.
What readers say
AUM 13F
Vote once to reveal the community verdict.
GuruFocus
Vote once to reveal the community verdict.
Key differences at a glance
- Cheaper paid plan
- AUM 13F$29/mo vs $45.75/mo
- Free trial
- GuruFocus7 days
- Broader coverage
- GuruFocus48 vs 6 categories
- Mobile app
- GuruFocus
- API access
- GuruFocus
- Beginner friendly
- GuruFocus
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 • From $549/yr |
Free tier | Yes | Yes |
Free trial | — | 7 days |
Plan limits | Free: daily views: Limited (not disclosed) | 41 limits: Free: portfolio limit: Up to 3 portfolios with 25 stocks each for free members, Free: data api requests: 100/month included in the Free API package +39 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | Yes |
API access | No | Yes |
Broker sync | — | Yes |
Integrations | — | GuruFocus Data API, GuruFocus MCP Server +3 more |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Institutional Investors and Analysts | Retail Traders, Pro Retail +9 more |
Categories covered | 6 | 48 |
Regions | — | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | — | 5 signals: Latency: End of Day, Granularity: EOD +3 more |
Data partners | — | 5 partners: QuoteMedia, Morningstar +3 more |
Capabilities | — | 8 signals: Custom formulas, Ranking backtests +6 more |
Security | — | Status page and Encryption in transit |
| Try it | Visit AUM 13F | Visit GuruFocus |
Where each one shines
What AUM 13F and GuruFocus each do best.ShowHide
Where each one shines
What AUM 13F and GuruFocus 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 GuruFocus does best
- Research global stocks with long historical financials, valuation data, charts, comparisons, market valuation indicators, economic indicators, industry data, and company-level fundamentals.
- Use the All-in-One Screener with hundreds of filters across fundamentals, valuation, profitability, growth, dividends, guru holdings, insider trades, predefined value screens, custom filters, saved screens, and downloads.
- Backtest screener strategies across many countries with configurable stock count, ranking metric, sort order, date range, and rebalance frequency.
- Use GF Score to compare stocks through a 0-100 framework built around financial strength, profitability, growth, valuation, and momentum.
- Use GF Value to frame fair value from historical multiples, past returns, and analyst estimates, then classify stocks by valuation range.
Every detail we compared
Every tracked attribute for AUM 13F and GuruFocus, side by side.ShowHide
Every detail we compared
Every tracked attribute for AUM 13F and GuruFocus, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsHedge FundsPrivate FundsReal EstateFunds | StocksETFsBondsMutual FundsOptionsFundsOther |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Institutional InvestorsAnalysts | Retail TradersPro RetailLong-term InvestorsValue InvestorsQuality InvestorsDividend InvestorsAnalystsQuants/Developers+3 more |
Regions | Not specified | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: CIK, CUSIP, and Ticker | Identifiers: Ticker and CIK |
| Data | ||
Data freshness | Not specified | End of Day |
Data granularity | Not specified | EOD |
Pricing sources | Not specified | ExchangeVendorModel |
Data partners | Not specified | QuoteMediaMorningstarRefinitivFREDSEC / local regulators |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: APIKeySDKs: Python and GoDocs |
Import methods | Not specified | CSVBrokerOAuthManual |
Integrations | Not specified | GuruFocus Data APIGuruFocus MCP ServerGuruFocus Excel Add-inGuruFocus Google Sheets Add-onSnapTrade |
Export formats | Not specified | CSVExcelJSON |
| Plans & trust | ||
Security & compliance | Not specified | Status pageEncryption in transit |
Capability signals | Not specified | Custom formulasRanking backtestsUniverse builderFactors: Value, Quality, Momentum, and GrowthBroker syncMulti-currencyYield curvesAI summaries: Transcripts |
Vendor & support | Chen Software LLCSupport: Email | GuruFocus.com, LLCCountry: United StatesFounded 2004Support: Email, Chat, Phone, and Forum |
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) | Freeportfolio limit: Up to 3 portfolios with 25 stocks each for free members · data api requests: 100/month included in the Free API package · +1 more |
| Entry paid plan | $29/mo“Subscription” | $549/yr≈ $45.75/mo“Premium”billing: Annual only · data api requests: 200/month included with Premium membership · +2 more |
| Tier 2 | — | $1398/yr≈ $116.50/mo“Plus / Premium Plus”billing: Annual only · data api requests: 500/month included with Premium Plus membership · +2 more |
| Tier 3 | — | $200/mo“Data API Builder”billing: Billed annually · monthly request limit: No limit · +10 more |
| Tier 4 | — | $2448/yr≈ $204/mo“Pro / Professional”billing: Annual only · data api requests: 2,000/month included with Professional membership |
| Tier 5 | — | $2000/mo“Data API Commercial”billing: Billed annually · monthly request limit: No limit · +1 more |
| Top plan | — | $100 per unit“Data API Pay As You Go”initial top up: $100 credit · company profile: $0.10/request · +10 more |
| Custom / enterprise | — | Contact sales“Custom API / Enterprise Package” |
| Free trial | — | 7 days |
Questions we keep getting
What's the difference between AUM 13F and GuruFocus?
AUM 13F leans toward institutional ownership, insider data, and improved filings, while GuruFocus puts more weight on stock ideas, screeners, and ETF screeners. They overlap in 6 categories, so for most people it comes down to workflow preference and price.
How much do AUM 13F and GuruFocus cost?
Good news: both AUM 13F and GuruFocus 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 GuruFocus?
GuruFocus is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Can I use AUM 13F or GuruFocus on my phone?
GuruFocus lists a dedicated mobile app, so it travels better. AUM 13F doesn't list a dedicated mobile app; its documented access is web.
Does AUM 13F or GuruFocus have an API?
GuruFocus has an API for programmatic access and custom integrations. AUM 13F doesn't, so you're working through its interface.
Should I choose AUM 13F or GuruFocus?
It depends on what you're after. Pick AUM 13F if you prefer its overall approach; go with GuruFocus if you'd rather have stock ideas and screeners. And if you only need the basics both share, let price decide.
What asset classes do AUM 13F and GuruFocus cover?
Both cover stocks, ETFs, and funds. AUM 13F also handles hedge funds, private funds, and real estate. GuruFocus adds bonds, mutual funds, and options on top.
Can I export data from AUM 13F and GuruFocus?
GuruFocus exports to CSV and Excel. AUM 13F is stingier about getting data out.
Which has a better stock screener: AUM 13F or GuruFocus?
GuruFocus has a stock screener for surfacing ideas; AUM 13F doesn't, and focuses its energy elsewhere.
Can I track my portfolio with AUM 13F or GuruFocus?
GuruFocus handles portfolio tracking. AUM 13F is really a research tool; you'd track your portfolio elsewhere.
Feedback
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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.