Tool Comparison
AUM 13F vs Valuesider
- Paid from
- $29/mo, billed monthly
- Free plan
- Yes
- Platforms
- Web
Best if
- You want insider data and improved filings.
- You've outgrown the basics and want pro-level depth
- Paid from
- $25/mo, billed monthly
- Free plan
- Yes
- Platforms
- Web
Best if
- You want a lower paid starting price: $25/mo, billed monthly instead of $29/mo, billed monthly
- You want screeners and financials.
- You're newer to investing and want something approachable
Pick AUM 13F if
AUM 13F
Free • From $29/mo, billed monthly · Web
- You want insider data and improved filings.
- You've outgrown the basics and want pro-level depth
Pick Valuesider if
Valuesider
Free • From $25/mo, billed monthly · Web
- You want a lower paid starting price: $25/mo, billed monthly instead of $29/mo, billed monthly
- You want screeners and financials.
- 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 Valuesider cover a lot of the same ground (4 shared categories, including institutional ownership, watchlist, and alerts), so for the basics you won't go far wrong with either. AUM 13F includes insider data and improved filings, and Valuesider includes screeners and financials.
What readers say
AUM 13F
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Valuesider
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Key differences at a glance
- Cheaper paid plan
- Valuesider$25/mo, billed monthly vs $29/mo, billed monthly
- Beginner friendly
- Valuesider
- 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 Valuesider does best
- Browse tracked value-investor portfolios with quarter-by-quarter holdings and activity from SEC 13F filings.
- Review homepage summaries such as top owned securities, top buys, top sells, and biggest aggregated investments across tracked gurus.
- The Holdings Screener to filter the aggregate guru portfolio by ownership, number of gurus, security type, and portfolio-impact fields.
- The Activity Screener to analyze aggregated buy and sell changes across investors and quarter windows.
- Export support for screener results to XLSX, XLS, or CSV for offline research notes and spreadsheets.
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 $25/mo, billed monthly |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | Free: daily views: Limited (not disclosed) | 5 limits: Basic: history years: 5, Premium: history years: 10 +3 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 +4 more |
Categories covered | 6 | 6 |
Regions | — | — |
| Data & capabilities | ||
Data quality | — | Adjustments: Splits |
Capabilities | — | Universe builder |
| Try it | Visit AUM 13F | Visit Valuesider |
Standout features
The best features of AUM 13F and Valuesider.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 Valuesider does best
- Browse tracked value-investor portfolios with quarter-by-quarter holdings and activity from SEC 13F filings.
- Review homepage summaries such as top owned securities, top buys, top sells, and biggest aggregated investments across tracked gurus.
- The Holdings Screener to filter the aggregate guru portfolio by ownership, number of gurus, security type, and portfolio-impact fields.
- The Activity Screener to analyze aggregated buy and sell changes across investors and quarter windows.
- Export support for screener results to XLSX, XLS, or CSV for offline research notes and spreadsheets.
All details
Every attribute we track for AUM 13F and Valuesider.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsHedge FundsPrivate FundsReal EstateFunds | StocksETFsMutual FundsClosed-End FundsFundsBondsOptionsOther |
Experience | IntermediateAdvanced | BeginnerIntermediate |
Target audience | Institutional InvestorsAnalysts | Retail TradersPro RetailValue InvestorsLong-term InvestorsAnalystsStudents/Researchers |
Coverage details | Identifiers: CIK, CUSIP, and Ticker | Identifiers: Ticker and CUSIP |
| Access & integrations | ||
Export formats | Not specified | CSVExcel |
| Plans & trust | ||
Capability signals | Not specified | Universe builder |
Vendor & support | Chen Software LLCSupport: Email | Valuesider LLCSupport: 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) | Free“Basic”history years: 5 |
| Entry paid plan | $29/moBilled monthly“Subscription” | $192/yrBilled annually≈ $16/mo“Premium annual”history years: 10 |
| Tier 2 | — | $25/moBilled monthly“Premium”history years: 10 |
| Tier 3 | — | $396/yrBilled annually≈ $33/mo“Elite annual”extra filers: 3 |
| Top plan | — | $47/moBilled monthly“Elite”extra filers: 3 |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between AUM 13F and Valuesider?
AUM 13F leans toward institutional ownership, insider data, and improved filings, while Valuesider puts more weight on screeners, institutional ownership, and data visualizations. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
How much do AUM 13F and Valuesider cost?
Good news: both AUM 13F and Valuesider 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 Valuesider?
Valuesider 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 Valuesider?
It depends on what you're after. Pick AUM 13F if insider data and improved filings matter to you; go with Valuesider if you'd rather have screeners and financials. And if you only need the basics both share, let price decide.
What asset classes do AUM 13F and Valuesider cover?
Both cover stocks, ETFs, and funds. AUM 13F also handles hedge funds, private funds, and real estate. Valuesider adds mutual funds, closed-end funds, and bonds on top.
Can I export data from AUM 13F and Valuesider?
Valuesider exports to CSV and Excel. AUM 13F is stingier about getting data out.
Which has a better stock screener: AUM 13F or Valuesider?
Valuesider 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.