Morningstar Alternatives: Fund & Equity Research
Morningstar is the reference for fund ratings and portfolio analytics. These are the alternatives for fund research, equity ratings and screening at different price points.
Data verified 2026-10-04 · 25 desks ranked · independent scoring, no paid rankings
Top of this shortlist: Aurelion Research at 90/100 (~$70/mo · $400/yr).
Aurelion Research
Equity Research & Live Model Portfolio
Niche · Quality compounders & live model portfolio
Capital Allocators
Allocator Interviews & Operations
Niche · Institutional allocator playbook
A Wealth of Common Sense
Behavioral Finance & Wealth
Niche · Behavioral finance & wealth
The Big Picture (Barry Ritholtz)
Macro, Markets & Investor Behavior
Niche · Macro, markets & behavioral finance
Of Dollars And Data
Data-Driven Personal Finance
Niche · Personal finance & data
Meb Faber Research
Quant Asset Allocation & The Idea Farm
Niche · Quant asset allocation
Klement on Investing
Data-Driven Investing Commentary
Niche · Data-driven investing
The Irrelevant Investor
Markets, Behavior & Wealth
Niche · Markets & investor behavior
Pragmatic Capitalism
Macro & Portfolio Construction
Niche · Macro & portfolio strategy
The Investor's Podcast
Investing Education & Interviews
Niche · investing education & interviews
The White Coat Investor
Physician Personal Finance
Niche · physician personal finance
Early Retirement Now
Safe Withdrawal & FIRE Research
Niche · safe withdrawal & fire research
Investopedia
Investing dictionary & education
Niche · Investing dictionary & education
Collaborative Fund
Behavioral finance essays
Niche · Behavioral finance essays
The Reformed Broker
Markets, Wealth Management & Commentary
Niche · Markets & wealth management
Real Investment Advice (Lance Roberts)
Macro & Market Technicals
Niche · macro & market technicals
Abnormal Returns
Curated Market & Investing Links
Niche · Curated investing links
Behavioural Investment (Joe Wiggins)
Behavioural Finance
Niche · behavioural finance
Portfolio Charts
Portfolio Construction Tools
Niche · portfolio construction tools
Morning Brew
Business & Markets Daily Briefing
Niche · Daily business & markets briefing