VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Sunday, May 31, 2026
Tool Comparison · Sunday, May 31, 2026
AUM 13F vs Portfolio Performance
AUM 13F vs Portfolio Performance: which investing tool fits your workflow? Compare pricing, features, platforms, and verdict in seconds.
AUM 13F
aum13f.com
Best for 13f, and 13d/13g
- Pricing
- Free • From $29/mo
- Platforms
- Web
Portfolio Performance
Pickportfolio-performance.info
Best for portfolio, and performance attribution
- Pricing
- Free
- Platforms
- Desktop, Mobile
Outbound links may include affiliate or sponsor codes.
Comparison snapshot
Who should choose which?
Choose
AUM 13F if…
- You need analyze asset managers using public filings and drill into edgar, iapd, and cafr source data.
- You need homepage remains active with current large-manager aum rankings; examples observed in may 2026 include vanguard group ($10,246.6b), fidelity management & research ($4,730.7b), blackrock fund advisors ($3,535.4b), capital research and management ($3,315.4b), and pimco ($2,990.2b).
- You need filter/browse by fund type (private equity, hedge fund, real estate) plus tags, location, and aum size.
- You need 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).
Choose
Portfolio Performance if…
- You need a mobile app for on-the-go research
- You need calculates overall portfolio performance using true-time weighted rate of return (ttwror) or internal rate of return (irr).
- You need records full transaction history (purchases, sales, taxes, fees) across accounts and securities accounts.
- You need dashboards and reports with performance + risk indicators (e.g., max drawdown, volatility, semivariance) and charts/heat maps.
Consider alternatives if…
- You want broader category coverage in one tool.
- Neither pricing tier fits your budget.
Side-by-side feature breakdown
| Attribute | AUM 13F | Portfolio Performance |
|---|---|---|
Asset types | StocksETFsHedge FundsPrivate FundsReal EstateFunds | StocksETFsMutual FundsBondsCryptosCommoditiesOther |
Experience | IntermediateAdvanced | IntermediateAdvanced |
Regions | Not specified | Not specified |
Data freshness | Not specified | End of Day |
API access | Not specified | Not specified |
Export formats | Not specified | CSVJSONXML |
Seen enough? Open either tool and try it now.
Pricing breakdown
Tool
AUM 13F
$29/mo
Starting price
Plans & pricing
Tool
Portfolio Performance
—
Starting price
Plans & pricing
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Portfolio Performance only.
Community category leaders
Vote sentiment comparison
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Still deciding? Get hands-on with both — most plans offer a free tier or trial.
Frequently Asked Questions
What's the difference between AUM 13F and Portfolio Performance?
AUM 13F focuses on 13F, 13D/13G, and Insider Data while Portfolio Performance specializes in Portfolio, Watchlist, and Data Visualizations. They overlap in 2 categories, so choose based on your preferred workflow and pricing.
How much do AUM 13F and Portfolio Performance cost?
Good news—both AUM 13F and Portfolio Performance offer free plans. You can try each platform without commitment and only pay when you need premium features.
Can I use AUM 13F or Portfolio Performance on my phone?
Portfolio Performance has a mobile app so you can check your research on the go. AUM 13F is web-only, so you'll need a browser to access it from mobile devices.
Should I choose AUM 13F or Portfolio Performance?
Choose AUM 13F if you need Analyze asset managers using public filings and drill into EDGAR, IAPD, and CAFR source data., and Homepage remains active with current large-manager AUM rankings; examples observed in May 2026 include Vanguard Group ($10,246.6B), Fidelity Management & Research ($4,730.7B), BlackRock Fund Advisors ($3,535.4B), Capital Research and Management ($3,315.4B), and PIMCO ($2,990.2B).. Go with Portfolio Performance if Calculates overall portfolio performance using True-Time Weighted Rate of Return (TTWROR) or Internal Rate of Return (IRR)., and Records full transaction history (purchases, sales, taxes, fees) across accounts and securities accounts. better fits how you invest.
What asset classes do AUM 13F and Portfolio Performance cover?
Both cover Stocks, and ETFs. AUM 13F also includes Hedge Funds, Private Funds, Real Estate, and Funds. Portfolio Performance adds coverage for Mutual Funds, Bonds, Cryptos, Commodities, and Other.
Can I export data from AUM 13F and Portfolio Performance?
Portfolio Performance supports data exports to CSV, JSON, and XML. AUM 13F has more limited export options.
Can AUM 13F or Portfolio Performance connect to my broker?
Portfolio Performance connects with brokers for portfolio syncing. AUM 13F requires manual portfolio entry or data import.
Can I track my portfolio with AUM 13F or Portfolio Performance?
Portfolio Performance offers portfolio tracking features. AUM 13F is more focused on research and analysis.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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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.