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Elite Wealth
Billionaire Portfolio Tracker: How To Follow 13F Filings
Big investors disclose their US stock holdings in quarterly 13F filings, due within 45 days of each quarter’s end, so what you see can be months old. You can read them free on SEC EDGAR or through sites like Dataroma and WhaleWisdom, and Webull (Sage Tracker, $2.99 a month) and Moomoo have in-app trackers. Checked September 25, 2026.
Where To Track Big Investors’ Portfolios
Every billionaire and hedge fund tracker is built on the same public data: the 13F filings large managers send the SEC each quarter. The difference is how each tool presents them. Checked September 25, 2026.
The original filings
SEC EDGAR
Search any manager’s 13F exactly as filed, for free. Every other tracker starts here.
Search EDGAR ↗
Following famous value investors
Dataroma
Portfolios of 83 superinvestors, a combined Grand Portfolio and insider buys of their holdings, viewable without an account.
Visit Dataroma ↗
Screening across every filer
WhaleWisdom
13F screener, heat map and fund performance tools. Free for the past two years of data; paid tiers from $90.
Visit WhaleWisdom ↗
Following hedge funds on mobile
Webull Sage Tracker
Follow 9,000+ institutions with position changes and history, for $2.99/month or $29.99/year after a 30-day trial.
Webull review →
13F tracking in a trading app
Moomoo
An Institutional Tracker built on 13F filings, ranking managers by market value and holding changes.
Moomoo review →
Ownership data next to your trades
Interactive Brokers
Fundamentals Explorer shows institutional and insider ownership against the share price, plus daily short-sale data.
Interactive Brokers review →What a 13F Filing Shows, and What It Doesn’t
| Question | Answer, per the SEC |
|---|---|
| Who has to file? | Institutional investment managers with investment discretion over $100 million or more in Section 13(f) securities |
| When? | Within 45 days after the end of each calendar quarter, around February 14, May 15, August 14 and November 14 |
| What’s included? | Long positions in Section 13(f) securities, mainly US exchange-traded stocks, ETFs and closed-end funds |
| What’s left out? | Short positions, which the SEC says not to include, and most holdings outside that official list |
Source: the SEC’s Frequently Asked Questions About Form 13F, checked September 25, 2026. A 13F shows holdings at quarter-end, not every trade during the quarter.
Four Things To Keep in Mind
Up to 4+ months
The lag
A position sold on January 1 won’t disappear until the first-quarter filing, due around May 15. What you see can be months out of date.
Long only
No shorts or hedges
Short positions aren’t reported, so a large holding may be partly hedged in ways the filing doesn’t show.
US-listed
Not the whole portfolio
13Fs cover mainly US exchange-traded securities, so bonds, private deals and most foreign holdings are missing.
Insiders differ
Insider buying is separate
Purchases by company insiders are reported separately from 13Fs. Dataroma, IBKR and Fidelity show insider activity alongside holdings.
Mistakes To Avoid When Copying Big Investors
- Treating a filing as current. By the time you read it, the manager may already have sold. Check the quarter the filing covers.
- Ignoring position size. A tiny position in a huge portfolio says little about conviction. Look at the percentage of the portfolio.
- Missing the hedge. Without the short side, a long position can look like a bet when it’s part of a hedged trade.
- Following the crowd. Stocks held by many well-known investors can fall hard when several sell at once.
- Trusting a tracker’s numbers blindly. Trackers can lag or misread filings. Check anything important against the original on EDGAR.
- Copying without a plan. Their time horizon, risk limits and taxes differ from yours. Use their holdings as ideas, not instructions.
How To Use 13F Data for Ideas
- Pick a few managers whose style suits you. Follow investors whose approach and time horizon match yours, not just the biggest names.
- Compare quarter to quarter. New positions and large increases say more than long-held stakes.
- Check the size of each position. Focus on holdings that make up a meaningful share of the portfolio.
- Look for agreement. A stock added by several unrelated managers is a stronger signal than one purchase.
- Do your own research. Check the company’s fundamentals and current price, which may have moved since the filing date.
- Size it for your own risk. Decide the position size and exit plan based on your portfolio, not theirs.
How We Compared
13F rules come from the SEC’s Form 13F guidance, and tool features and prices from each provider’s own site, checked September 25, 2026 and summarized in the comparison table. SEC EDGAR, Dataroma and WhaleWisdom aren’t brokers. Brokers marked “Special Offer” are AInvest partners, and AInvest may be compensated when you open an account through this page. Past holdings of any investor don’t predict future results.
FAQ & Glossary
Can I replicate billionaire portfolios exactly?
Exact replication is impractical due to filing delays, position hedges, and different liquidity and risk constraints.
What is the best use of billionaire portfolio data?
Idea discovery and thesis refinement. Always validate independently with your own analysis and risk plan.
What is 13F Filing?
A quarterly SEC report of long positions filed by institutional investment managers with $100 million or more in Section 13(f) securities, mainly US-listed stocks and ETFs. It's due within 45 days after each quarter ends.
What is Filing Lag?
Delay between portfolio activity (buy/sell) and public disclosure. 13F filings lag 45+ days, so positions may have changed.
What is Position Size?
Dollar amount or percentage of portfolio invested in single security. Larger positions signal higher conviction.
What is Mandate?
Investment strategy and constraints guiding a manager's decisions. Different managers have different mandates (growth, value, thematic).
What is Hedge?
Offsetting position to reduce risk. Managers may hold short positions or derivatives not disclosed in simple holding lists.
What is Crowded Trade?
Position held by many managers simultaneously. Crowded trades face exit risk if momentum reverses.
When are 13F filings due and where can I find them?
13F filings are due 45 days after each quarter-end (February 14, May 15, August 14, November 14). Find them free on the SEC's EDGAR database at sec.gov. Sites like Dataroma and WhaleWisdom turn them into readable dashboards.
Which free site shows Warren Buffett's current portfolio?
Berkshire Hathaway's holdings are disclosed in 13F filings on SEC EDGAR. Dataroma and WhaleWisdom show these with historical tracking. Filings arrive up to 45 days after each quarter ends, so positions shown may already be partly or fully sold.
How delayed are billionaire portfolio disclosures?
Up to 45 days after each quarter ends, and longer for trades made early in a quarter. A manager who sold on January 1 won't show that sale until the first-quarter filing, due around May 15. Treat 13F data as a research starting point, not a direct trade signal.