★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
AUM 13F vs Value Sense
Pick AUM 13F instead if
AUM 13F
Free • From $29/mo · Web
- You care about improved filings, something Value Sense doesn't offer
Start here
Value Sense
Free • From $15/mo · Web
- You want the cheaper way in: plans start at $15/mo instead of $29/mo
- You care about stock ideas, screeners, and backtesting, things AUM 13F doesn't offer
- 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 Value Sense 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. Value Sense simply does more: 17 categories to AUM 13F's 6, including stock ideas, screeners, and backtesting. AUM 13F counters by keeping things simpler.
What readers say
AUM 13F
Vote once to reveal the community verdict.
Value Sense
Vote once to reveal the community verdict.
Key differences at a glance
- Cheaper paid plan
- Value Sense$15/mo vs $29/mo
- Broader coverage
- Value Sense17 vs 6 categories
- Asset coverage
- AUM 13FAdds ETFs and hedge funds
- Beginner friendly
- Value Sense
- 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 $15/mo |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | Free: daily views: Limited (not disclosed) | 16 limits: Explorer: annual billing usd: 129, Explorer: stock views per week: 25 +14 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | No | No |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Institutional Investors and Analysts | Retail Traders, Value Investors +1 more |
Categories covered | 6 | 17 |
Regions | — | — |
| Data & capabilities | ||
Capabilities | — | Ranking backtests and AI summaries: Transcripts |
| Try it | Visit AUM 13F | Visit Value Sense |
Where each one shines
What AUM 13F and Value Sense each do best.ShowHide
Where each one shines
What AUM 13F and Value Sense each do best.What AUM 13F does best
- Research asset managers using public filing sources such as EDGAR, IAPD, and CAFR-linked records.
- Browse large-manager AUM rankings, firm profiles, AUM history, AUM breakdowns, and manager-level holdings context.
- Filter managers by fund type, tags, location, AUM size, and related public-filing attributes.
- Open firm pages that combine AUM data, Form 13F holdings, sector views, and links to underlying filing documents.
- Use 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 Value Sense does best
- Screen for stock ideas with presets, saved screeners, and stated backtesting support where included by plan.
- Use valuation tools such as Intrinsic Value, Reverse DCF, Peter Lynch fair value, Earnings Power Value, and related fair-value workflows.
- Compare companies through fundamental charting, multi-company metric overlays, annual, quarterly, and trailing views, plus PNG exports.
- Review KPI and segment data sourced from filings and company reports with annual, quarterly, trailing, and unit-toggle views.
- Use AI earnings overviews for call summaries, sentiment scoring, guidance extraction, and transcript visualizations.
Every detail we compared
Every tracked attribute for AUM 13F and Value Sense, side by side.ShowHide
Every detail we compared
Every tracked attribute for AUM 13F and Value Sense, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsHedge FundsPrivate FundsReal EstateFunds | Stocks |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Institutional InvestorsAnalysts | Retail TradersValue InvestorsAnalysts |
Coverage details | Identifiers: CIK, CUSIP, and Ticker | Identifiers: Ticker |
| Access & integrations | ||
Export formats | Not specified | ExcelImagePDF |
| Plans & trust | ||
Capability signals | Not specified | Ranking backtestsAI summaries: Transcripts |
Vendor & support | Chen Software LLCSupport: Email | VALUESENSE INCCountry: USASupport: Email |
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 |
| Entry paid plan | $29/mo“Subscription” | $15/mo“Explorer”annual billing usd: 129 · stock views per week: 25 · +5 more |
| Top plan | — | $29/mo“Pro”annual billing usd: 189 · stock views: Unlimited · +6 more |
| Custom / enterprise | — | Contact sales“ValueQuant Strategy”pricing model: Book demo / free trial |
Questions we keep getting
What's the difference between AUM 13F and Value Sense?
AUM 13F leans toward institutional ownership, insider data, and improved filings, while Value Sense puts more weight on stock ideas, screeners, and backtesting. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
How much do AUM 13F and Value Sense cost?
Good news: both AUM 13F and Value Sense 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 Value Sense?
Value Sense 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 Value Sense?
It depends on what you're after. Pick AUM 13F if improved filings matter to you; go with Value Sense if you'd rather have stock ideas and screeners. And if you only need the basics both share, let price decide.
What asset classes do AUM 13F and Value Sense cover?
Both cover stocks. AUM 13F also handles ETFs, hedge funds, and private funds.
Can I export data from AUM 13F and Value Sense?
Value Sense exports to Excel. AUM 13F is stingier about getting data out.
Which has a better stock screener: AUM 13F or Value Sense?
Value Sense has a stock screener for surfacing ideas; AUM 13F doesn't, and focuses its energy elsewhere.
Keep researching
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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.