VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
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Friday, January 9, 2026
Tool Comparison
AUM 13F vs Monexa comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Comparison highlights
- Tool score: the chart below shows community vote sentiment over the last 8 weeks. Use it as a signal, not a verdict.
- Overlap: both cover 13F, 13D/13G, and Insider Data and 1 other categories.
- Coverage tilt: AUM 13F has 3 categories you won't get in Monexa; Monexa has 14 unique categories.
Category leaders
- Screeners: Monexa is tagged for this workflow; AUM 13F has no category votes yet.
- Watchlist: not enough category votes yet to call a leader.
- News: Monexa is tagged for this workflow; AUM 13F has no category votes yet.
- Data Visualizations: AUM 13F is tagged for this workflow; Monexa has no category votes yet.
Vote sentiment comparison
Cumulative positive vote share. Loading fresh totals...
Side-by-side metrics
| Attribute | AUM 13F | Monexa |
|---|---|---|
Asset types Supported asset classes and universes | Stocks, ETFs, Hedge Funds, Private Funds, Real Estate, Funds | Stocks, ETFs |
Experience levels Who each product is built for | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web | Web |
Pricing High-level pricing models | Free, Subscription | Free, Subscription |
Tested Verified by hands-on testing inside Find My Moat | Not yet | Not yet |
Editor pick Featured inside curated shortlists | Standard listing | Standard listing |
Coverage overlap
Shared categories
Categories where both tools offer overlapping coverage.
AUM 13F strengths
Categories covered by AUM 13F but not Monexa.
Monexa strengths
Categories covered by Monexa but not AUM 13F.
Frequently Asked Questions
Which workflows do AUM 13F and Monexa both support?
Both platforms cover 13F, 13D/13G, Insider Data, and Watchlist workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do AUM 13F and Monexa require subscriptions?
Both AUM 13F and Monexa keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access AUM 13F and Monexa?
Both AUM 13F and Monexa 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?
AUM 13F differentiates itself with Analyze asset managers using public filings and drill into EDGAR, IAPD, and CAFR source data., Filter/browse by fund type (Private Equity, Hedge Fund, Real Estate) plus tags, location, and AUM size., and Firm pages aggregate AUM history, AUM breakdowns, and Form 13F holdings (with sector views) and link to EDGAR filings (e.g., 13F-HR, SC 13G, Forms D/3/4)., whereas Monexa stands out for Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts., AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro)., and AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro)..
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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.