Published: December 11, 2025

Last Update: May 1, 2026

The TradeSmith Billionaires Club distills the strategies of the world’s most elite investors into actionable intelligence you can use today. We monitor the portfolios of about 40 top-tier hedge-fund managers and iconic billionaire investors — names like Warren Buffett, Ray Dalio, Seth Klarman, George Soros, David Tepper, and Carl Icahn — and many more.

This gives you the rare opportunity to align your portfolio with the same high-conviction ideas driving some of the biggest fortunes on Wall Street.

To access the Billionaires Club, go to the Invest page and click on the Billionaires Club tab.

Screenshot taken from a Platinum account on May 1, 2026.

You’ll access a Billionaires Club Dashboard that lets you select your favorite billionaire and explore their full investment profile. Review their portfolio distribution across our Rating, Health, Asset Allocation, Markets, and Risk (VQ) metrics; see their best-performing recommendations; track recent activity, including opened and closed positions; and view all of their current holdings in one place.

Note: The Trade Booster button is available to Trade Booster, Options360, and TradeSmith Platinum accounts. Trade Booster helps you find income options trades, such as selling puts and buy/write covered calls.

Images as of May 1, 2026.

As you scroll to the bottom of the page, you can view the billionaire’s open, closed, or all positions.

Image as of May 1, 2026.

The holdings window allows you to review pertinent information for each billionaire’s holdings, such as the current health status, risk, reference date, price, and holding status (Group column).

• Ref Date: displays the date the billionaire first reported holding the position.
• Ref Price: shows the average price the billionaire paid for the stock.

The Billionaires Club updates as soon as the SEC publishes new 13F filings. We refresh our platform immediately when new filings become available.

Because companies are not required to submit their 13F filings until 45 days after each quarter, new holdings information becomes available only after those deadlines. Once the SEC posts the data, our system updates automatically—typically resulting in a 1–2 month lag in the Billionaires Club.

Each quarter’s filings reflect trades from the preceding three months:

• Q1 covers trades from January, February, and March.
  Filings are due by May 15 (45 days after quarter-end).
• Q2 covers trades from April, May, and June.
  Filings are due by August 15.
• Q3 covers trades from July, August, and September.
  Filings are due by November 15.
• Q4 covers trades from October, November, and December.
  Filings are due by February 15 of the following year.

If you scroll the holdings window to the far right, you can also view the Advice Note and Shares columns:

Image as of May 1, 2026.

The “Search this page” field allows you to search for tickers on the page. You can also print and export the positions in the upper-right.

If you want to save the tickers to a new or existing basket or portfolio, click to add a green check mark to the left of each ticker, name your basket or portfolio (if you choose new), and hit the Add button. You can select all tickers by clicking the top selection box.

Image as of May 1, 2026.

Need Help? 

Our Customer Success team is ready to assist: 

• Phone: 1-866-385-2076 (toll-free) 
• Email: [email protected] 

*Note—The tabs and features you see on your TradeSmith Finance site will vary based on your subscription(s) and subscription level(s).