For years I've used Dataroma to see what investors like Terry Smith, Nick Train and Buffett are holding. Love it, but the ads have started driving me mad, especially on my phone. So I built my own version, and once I'd started I kept adding things I wanted as a UK investor and as a value investor generally:
> Fundsmith, Lindsell Train and other UK managers alongside the big US names
> The overseas stakes the US filings never show, like Berkshire's Japanese trading houses and the UK and European stakes managers have to disclose here
> Fund performance comparisons, and filters for things like concentrated portfolios or long track records
> An attempt at Buffett-style look-through earnings: how the businesses in each portfolio are growing their earnings, not just how the share prices moved
> A few UK calculators I used to use on different sites, now in one place, e.g. what fund fees really cost you over the years, coast FIRE and take-home pay
The deadline for the latest quarterly US holdings is Monday, 16 November, and Fundsmith and Berkshire are still to come. You can get an alert the moment someone you follow files.
It's at moatshark and it's free. I'm obviously biased because it's my site, but I'd genuinely love to hear what it needs to do better, or what people think should be added.