Tool Comparison
AUM 13F vs Stockcircle
- Paid from
- $29/mo, billed monthly
- Free plan
- Yes
- Platforms
- Web
Best if
- You want improved filings, watchlist, and data visualizations.
- You've outgrown the basics and want pro-level depth
- Paid from
- $16.49/mo, billed monthly
- Free plan
- Yes
- Platforms
- Web
Best if
- You want a lower paid starting price: $16.49/mo, billed monthly instead of $29/mo, billed monthly
- You want US government trades, screeners, and stock ideas.
- You're newer to investing and want something approachable
Pick AUM 13F if
AUM 13F
Free • From $29/mo, billed monthly · Web
- You want improved filings, watchlist, and data visualizations.
- You've outgrown the basics and want pro-level depth
Pick Stockcircle if
Stockcircle
Free • From $16.49/mo, billed monthly · Web
- You want a lower paid starting price: $16.49/mo, billed monthly instead of $29/mo, billed monthly
- You want US government trades, screeners, and 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 Stockcircle cover a lot of the same ground (3 shared categories, institutional ownership, insider data, and alerts), so for the basics you won't go far wrong with either. Stockcircle simply does more: 11 categories to AUM 13F's 6, including US government trades, screeners, and stock ideas. AUM 13F counters by keeping things simpler.
What readers say
AUM 13F
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Stockcircle
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Key differences at a glance
- Cheaper paid plan
- Stockcircle$16.49/mo, billed monthly vs $29/mo, billed monthly
- Broader coverage
- Stockcircle11 vs 6 categories
- Beginner friendly
- Stockcircle
- 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 Stockcircle does best
- Track institutional holdings from Form 13F filings and insider transactions from Forms 3 and 4.
- Review reported holdings, transaction history, and estimated purchase prices based on average prices during the reporting period.
- Receive a monthly recap on the free plan or instant transaction notifications with Pro.
- Filter U.S.
- Review executive and director transactions with the reported price and subsequent price change.
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 • From $16.49/mo, billed monthly |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | Free: daily views: Limited (not disclosed) | 3 limits: Free: screener: Complete screener results require Pro., Free: notifications: One monthly recap email. +1 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | No | No |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate |
Best for | Institutional Investors and Analysts | Retail Traders, Pro Retail +1 more |
Categories covered | 6 | 11 |
Regions | — | — |
| Data & capabilities | ||
Data partners | — | 3 partners: Financial Modeling Prep, FRED +1 more |
Capabilities | — | Universe builder and AI summaries: Transcripts |
| Try it | Visit AUM 13F | Visit Stockcircle |
Standout features
The best features of AUM 13F and Stockcircle.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 Stockcircle does best
- Track institutional holdings from Form 13F filings and insider transactions from Forms 3 and 4.
- Review reported holdings, transaction history, and estimated purchase prices based on average prices during the reporting period.
- Receive a monthly recap on the free plan or instant transaction notifications with Pro.
- Filter U.S.
- Review executive and director transactions with the reported price and subsequent price change.
All details
Every attribute we track for AUM 13F and Stockcircle.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsHedge FundsPrivate FundsReal EstateFunds | StocksETFsBondsOther |
Experience | IntermediateAdvanced | BeginnerIntermediate |
Target audience | Institutional InvestorsAnalysts | Retail TradersPro RetailLong-term Investors |
Coverage details | Identifiers: CIK, CUSIP, and Ticker | Identifiers: Ticker |
| Data | ||
Data partners | Not specified | Financial Modeling PrepFREDParqet |
| Plans & trust | ||
Capability signals | Not specified | Universe builderAI summaries: Transcripts |
Vendor & support | Chen Software LLCSupport: Email | BIT Enterprises UG (haftungsbeschrankt)Country: GermanySupport: Email |
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) | Freescreener: Complete screener results require Pro. · notifications: One monthly recap email. · +1 more |
| Entry paid plan | $29/moBilled monthly“Subscription” | $99/yrBilled annually≈ $8.25/mo“Pro (Annual)” |
| Top plan | — | $16.49/moBilled monthly“Pro (Monthly)” |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between AUM 13F and Stockcircle?
AUM 13F leans toward institutional ownership, insider data, and improved filings, while Stockcircle puts more weight on institutional ownership, insider data, and US government trades. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
How much do AUM 13F and Stockcircle cost?
Good news: both AUM 13F and Stockcircle 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 Stockcircle?
Stockcircle is the friendlier place to start; its interface takes less getting used to. AUM 13F assumes more experience, and rewards it with deeper analytics.
Should I choose AUM 13F or Stockcircle?
It depends on what you're after. Pick AUM 13F if improved filings and watchlist matter to you; go with Stockcircle if you'd rather have US government trades and screeners. And if you only need the basics both share, let price decide.
What asset classes do AUM 13F and Stockcircle cover?
Both cover stocks and ETFs. AUM 13F also handles hedge funds, private funds, and real estate. Stockcircle adds bonds and other on top.
Which has a better stock screener: AUM 13F or Stockcircle?
Stockcircle has a stock screener for surfacing ideas; AUM 13F doesn't, and focuses its energy elsewhere.
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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.