BEST INVESTING TOOLS COMPARISON

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Checked September 24, 2026

Tool Comparison

AUM 13F vs Stocknear

Paid from
$29/mo
Free plan
Yes
Platforms
Web

Best if

  • You want improved filings.

Stocknear

Most versatile pick
Review & pricing
Paid from
$10/mo
Free plan
Yes
Platforms
Web

Best if

  • 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 want screeners, options, and news.

Pick AUM 13F instead if

AUM 13F logo

AUM 13F

aum13f.comTested

Free • From $29/mo · Web

  • You want improved filings.
Most versatile pick

Start here

Stocknear logo

Stocknear

stocknear.com

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 want screeners, options, and news.

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 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

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Stocknear

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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 the full side-by-side table
AUM 13F logo

What AUM 13F does best

  1. Research coverage for asset managers using public filing sources such as EDGAR, IAPD, and CAFR-linked records.
  2. Browsing access to large-manager AUM rankings, firm profiles, AUM history, AUM breakdowns, and manager-level holdings context.
  3. Filters for managers by fund type, tags, location, AUM size, and related public-filing attributes.
  4. Direct access to firm pages that combine AUM data, Form 13F holdings, sector views, and links to underlying filing documents.
  5. The latest EDGAR filings feed with filing-type filters for 13F, Form D, 8-K, 10-Q, 10-K, insider forms, and other disclosures.
Stocknear logo

What Stocknear does best

  1. Research coverage for ticker pages with tabs for financials, statistics, business metrics, forecasts, dark pool, options, insider activity, dividends, and history.
  2. Pro subscribers can monitor real-time options flow and unusual options activity.
  3. Review dark-pool and off-exchange activity.
  4. Plus and Pro subscribers can review 13F holdings, downloadable institution lists, and US congressional trades.
  5. Track analyst price targets, EPS and revenue forecasts, earnings calendars, and market news.

Side by side

Pricing & plans
Starting price
Free • From $29/mo
Free • From $10/mo
Free tier
Yes
Yes
Free trial
—
—
Platforms & access
Web app
Yes
Yes
Mobile app
No
No
API access
No
No
Broker sync
—
No
Integrations
—
Discord
Coverage & data
Asset types
StocksETFsHedge FundsPrivate FundsReal EstateFunds
StocksETFsOptions
Target audience
Institutional InvestorsAnalysts
Not specified
Data freshness
Not specified
Real-time15-min DelayedEnd of Day
Data granularity
Not specified
MinuteEOD
Export formats
Not specified
CSV

Pricing comparison

Tier
StocknearCheaper start
Free plan
Free
Free“Basic”
Entry paid plan
$29/mo“Subscription”
$10/mo“Plus”
Top plan
—
$20/mo“Pro”

See for yourself

Side by side

Price, platforms, data, and market coverage.
Show
Side-by-side comparison of AUM 13F and Stocknear
Attribute
AUM 13F logo
AUM 13F
Stocknear logo
Stocknear
Pricing & plans
Starting price
Free • From $29/moFree • From $10/mo
Free tier
YesYes
Free trial
——
Plan limits
Free: daily views: Limited (not disclosed)15 limits: Basic: credits per month: 10, Basic: watchlists: 1 +13 more
Platforms & access
Web app
YesYes
Mobile app
NoNo
API access
NoNo
Broker sync
—No
Integrations
—Discord
Audience & fit
Experience level
Intermediate, AdvancedBeginner, Intermediate, Advanced
Best for
Institutional Investors and Analysts—
Categories covered
618
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 itVisit AUM 13FVisit Stocknear

Standout features

The best features of AUM 13F and Stocknear.
Show
AUM 13F logo

What AUM 13F does best

  1. Research coverage for asset managers using public filing sources such as EDGAR, IAPD, and CAFR-linked records.
  2. Browsing access to large-manager AUM rankings, firm profiles, AUM history, AUM breakdowns, and manager-level holdings context.
  3. Filters for managers by fund type, tags, location, AUM size, and related public-filing attributes.
  4. Direct access to firm pages that combine AUM data, Form 13F holdings, sector views, and links to underlying filing documents.
  5. The latest EDGAR filings feed with filing-type filters for 13F, Form D, 8-K, 10-Q, 10-K, insider forms, and other disclosures.
Stocknear logo

What Stocknear does best

  1. Research coverage for ticker pages with tabs for financials, statistics, business metrics, forecasts, dark pool, options, insider activity, dividends, and history.
  2. Pro subscribers can monitor real-time options flow and unusual options activity.
  3. Review dark-pool and off-exchange activity.
  4. Plus and Pro subscribers can review 13F holdings, downloadable institution lists, and US congressional trades.
  5. Track analyst price targets, EPS and revenue forecasts, earnings calendars, and market news.

All details

Every attribute we track for AUM 13F and Stocknear.
Show
Attribute
AUM 13F logo
AUM 13F
Stocknear logo
Stocknear
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.

Pricing

Plans, billing, free trials, and monthly prices.
Show
Plan-by-plan pricing comparison of AUM 13F and Stocknear
Tier
AUM 13F logo
AUM 13F
Stocknear logo
StocknearCheaper start
Free plan
Freedaily views: Limited (not disclosed)
Free“Basic”credits per month: 10 · watchlists: 1 · +5 more
Entry paid plan
$29/mo“Subscription”
$10/mo“Plus”credits per month: 150 · stocks per watchlist: 100 · +2 more
Top plan—
$20/mo“Pro”credits per month: 1,000 · stocks per watchlist: Unlimited · +2 more

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.

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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.