★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool details checked August 23, 2026
Tool Comparison
AUM 13F vs Stocknear
Pick AUM 13F instead if
AUM 13F
Free • From $29/mo · Web
- You care about improved filings, something Stocknear doesn't offer
Start here
Stocknear
Free • From $10/mo · Web
- You want the cheaper way in: plans start at $10/mo instead of $29/mo
- Delayed quotes won't cut it; you need real-time data
- You care about screeners, options, and news, 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 Stocknear cover a lot of the same ground (5 shared categories, including institutional ownership, insider data, and watchlist), so for the basics you won't go far wrong with either. Stocknear simply does more: 18 categories to AUM 13F's 6, including screeners, options, and news. AUM 13F counters by keeping things simpler.
What readers say
AUM 13F
No votes yet. Cast the first one.
Stocknear
No votes yet. Cast the first one.
Key differences at a glance
- Cheaper paid plan
- Stocknear$10/mo vs $29/mo
- Broader coverage
- Stocknear18 vs 6 categories
- Real-time data
- Stocknear
- Beginner friendly
- Stocknear
- Free plan
- Both
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 $10/mo |
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 |
Broker sync | — | No |
Integrations | — | Discord |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Institutional Investors and Analysts | — |
Categories covered | 6 | 18 |
Regions | — | North America |
| Data & capabilities | ||
Data quality | — | 4 signals: Latency: Real-time, 15-min Delayed, and End of Day, Granularity: Minute and EOD +2 more |
Data partners | — | 3 partners: marketData_and_fundamentals, options_flow +1 more |
Capabilities | — | AI summaries: News |
Security | — | Data residency: EU |
| Try it | Visit AUM 13F | Visit Stocknear |
Where each one shines
What AUM 13F and Stocknear each do best.ShowHide
Where each one shines
What AUM 13F and Stocknear each do best.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 Stocknear does best
- Research coverage for ticker pages with tabs for financials, statistics, business metrics, forecasts, dark pool, options, insider activity, dividends, and history.
- Monitor real-time options flow and unusual options activity.
- Review dark-pool and off-exchange activity.
- Review 13F holdings, downloadable institution lists, U.S. congressional trades, insider data, and analyst ratings.
- Track analyst price targets, EPS and revenue forecasts, earnings calendars, and market news.
Every detail we compared
Every tracked attribute for AUM 13F and Stocknear, side by side.ShowHide
Every detail we compared
Every tracked attribute for AUM 13F and Stocknear, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsHedge FundsPrivate FundsReal EstateFunds | StocksETFsOptions |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Institutional InvestorsAnalysts | Not specified |
Regions | Not specified | North America |
Coverage details | Identifiers: CIK, CUSIP, and Ticker | Countries: US5 exchangesIdentifiers: Ticker |
| Data | ||
Data freshness | Not specified | Real-time15-min DelayedEnd of Day |
Data granularity | Not specified | MinuteEOD |
Data partners | Not specified | marketData_and_fundamentalsoptions_flowoptions_chains |
| Access & integrations | ||
Import methods | Not specified | Manual |
Integrations | Not specified | Discord |
Export formats | Not specified | CSV |
| Plans & trust | ||
Security & compliance | Not specified | Data residency: EU |
Capability signals | Not specified | AI summaries: News |
Vendor & support | Chen Software LLCSupport: Email | Stocknear GmbHCountry: GermanyFounded 2024Support: Email and Chat |
Curation ratings | Not specified | Methodology 4/5Reliability 3/5UX 4/5 |
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) | Free“Basic” |
| Entry paid plan | $29/mo“Subscription” | $10/mo“Plus” |
| Top plan | — | $20/mo“Pro” |
Questions we keep getting
What's the difference between AUM 13F and Stocknear?
AUM 13F leans toward institutional ownership, insider data, and improved filings, while Stocknear puts more weight on screeners, options, and data visualizations. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
How much do AUM 13F and Stocknear cost?
Good news: both AUM 13F and Stocknear 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 Stocknear?
Stocknear 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 Stocknear?
It depends on what you're after. Pick AUM 13F if improved filings matter to you; go with Stocknear if you'd rather have screeners and options. And if you only need the basics both share, let price decide.
What asset classes do AUM 13F and Stocknear cover?
Both cover stocks and ETFs. AUM 13F also handles hedge funds, private funds, and real estate. Stocknear adds options on top.
Does AUM 13F or Stocknear have real-time data?
Stocknear offers real-time data, which matters if you trade actively. AUM 13F runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Can I export data from AUM 13F and Stocknear?
Stocknear exports to CSV. AUM 13F is stingier about getting data out.
Which has a better stock screener: AUM 13F or Stocknear?
Stocknear has a stock screener for surfacing ideas; AUM 13F doesn't, and focuses its energy elsewhere.
Feedback
Spot stale pricing, missing features, or a comparison that feels off? Send feedback on the verdict, table, alternatives, or recommendation.
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.