Dataroma alternative
Brief Equity: a Dataroma alternative for 13F-driven research
Brief Equity is a Dataroma alternative for investors who want 13F data inside a working research workspace. Dataroma is a free, ad-supported tracker with a hand-curated list of 84 superinvestors (as of July 2026): open the site, pick a manager, and see what they hold. Brief Equity is paid and broader: search any institutional 13F filer, open company holder lists and fund portfolios, follow saved funds, and see ownership scoped to your own watchlists, next to a filterable feed, connected notes, and your own valuation models. Pick Dataroma for a free, zero-setup read on famous value investors. Pick Brief Equity to work the ownership data inside your research. Brief Equity shows delayed market data and is US-focused.
Bottom line
Pick Dataroma if you want a free, curated window into what famous superinvestors hold. Pick Brief Equity if 13F ownership is one input to research you actually do: holder lists, fund X-rays, and saved funds next to your feed, notes, and models.
By The Brief Equity Team · Published
Brief Equity vs Dataroma at a glance
| Feature | Brief Equity | Dataroma |
|---|---|---|
| Core idea | A research workspace with 13F ownership built in | A free, curated superinvestor 13F tracker |
| Price | 10-day trial, then $38/mo billed annually ($48/mo monthly) | Free, ad-supported; no account or sign-up at all |
| Fund coverage | Search any institutional 13F filer by fund or company | A hand-curated list of 84 superinvestors (as of July 2026) |
| Ownership views | Company holders, a fund X-ray, a watchlist ownership lens, and saved funds | Manager portfolios, a combined Grand Portfolio, and an S&P 500 grid ranked by superinvestor owners |
| Watchlist integration | Ownership scoped automatically to the stocks you track | No accounts or saved watchlists; a session-only insider filter |
| Insider trades | Form 4 insider trades inside the per-watchlist feed | A filterable insider feed, plus a near-real-time feed of its superinvestors' own Form 4/5 filings |
| Research feed | News, press releases, transcripts, filings, insider trades, and analyst ratings merged into one filterable feed scoped to your watchlists | Commentaries and articles; no per-stock news or filings feed |
| Notes & thesis writing | Built in: capture from the source into connected notes with back-links; a library, briefs, and a board | Not offered |
| Valuation models | Build your own DCF and EV/EBITDA with scenarios, sensitivity, and Monte Carlo | Not offered |
| Fundamentals & charting | Financials, price history, and an interactive chart on every stock page | Holdings data only; no fundamentals or charting |
| Update cadence | Saved funds refresh daily; 13F holdings follow the quarterly filings | Portfolios updated mid-quarter as 13Fs land; insider feeds run near-real-time |
| Best for | Investors who work 13F data inside their own research | Anyone wanting a free look at what famous value investors hold |
Which should you choose?
Choose Dataroma if…
- You want a completely free way to browse what famous value investors hold.
- You like a hand-curated list of well-known superinvestors, not thousands of filers.
- You want zero setup: no account, no sign-up, just open the site.
- You want a quick S&P 500 grid ranked by how many superinvestors own each stock.
- You want a dedicated feed of superinvestors' own Form 4/5 insider filings.
Choose Brief Equity if…
- You want 13F ownership tied to your own watchlists, not a fixed list of managers.
- You want to open a fund X-ray for any 13F filer, save the funds you follow, and see their quarterly moves.
- You want the rest of the workflow in the same place: a filterable feed, connected notes, and your own models.
- You want to capture ownership findings straight into notes with back-links to the source.
- You research specific companies and want their holders, filings, and transcripts together.
A curated tracker vs. a research workspace
Dataroma does one thing, free: it tracks a hand-picked list of superinvestors, 84 of them as of July 2026, and shows what each held at the last 13F filing, what they bought and sold, and which stocks the group owns most. There is no account, no setup, and no paywall. As a quick window into famous value investors, it is hard to fault.
Brief Equity treats 13F ownership as one lens inside a research workspace. You search any institutional filer, open holder lists for the companies you track, X-ray a fund quarter over quarter, and save funds so their moves surface daily. Around that sit the feed, connected notes, a knowledge graph, and your own valuation models.
Where Dataroma is stronger
Price and simplicity. Dataroma is free, needs no sign-up, and its curation is genuinely useful: someone has already picked the managers worth following, so you skip the noise of thousands of filers. The Grand Portfolio and the S&P 500 ownership grid answer "what do the greats own" in one glance, and its insider section tracks open-market buys inside superinvestor holdings, plus the filings the superinvestors make as insiders themselves.
If your 13F habit is a quick check after each filing season, Dataroma already does everything you need, for nothing.
Where Brief Equity is different
Brief Equity starts where a fixed list stops. Dataroma follows its 84; Brief Equity lets you follow the filers that matter to you, from mega-funds to the small manager who owns your favorite mid-cap. Ownership is scoped to your watchlists, so the question flips from "what does this famous investor hold" to "who holds my companies, and what changed".
The bigger difference is what surrounds the data. A holder list on Dataroma is the end of the road; on Brief Equity it links into the same workspace as the filings feed, the transcript reader, your notes, and your models, and anything worth keeping can be captured into a note with a back-link.
The 13F caveats both tools share
No 13F tracker shows current positions. Filings arrive up to 45 days after quarter end, list long US-listed positions only, and can reflect fund flows rather than conviction. Dataroma's own help notes are admirably blunt about this: prices have moved since the filing, sales may be redemptions, and nobody should blindly copy a portfolio.
The same physics apply to Brief Equity's ownership data, and its market data is delayed as well. The difference is not fresher 13Fs; it is what you can do with them once they land.
In the product
How Brief Equity does it
Every part of the Brief Equity workspace, each on its own page.
Watchlists
Track every position in one place
Individual stocks across unlimited lists, each with the columns you choose, plus an events calendar and a full stock page behind every ticker.
ExploreFilterable feed
One feed for everything you track
One filterable stream of news, press releases, transcripts, filings, insider trades, and analyst ratings for every ticker you track.
ExploreWorkspace
Write your thesis next to the data
A notebook for every stock. Capture passages and financials from the source into linked notes, organized as a library, briefs, and a board.
ExploreModels
Value it yourself
Build a DCF and EV/EBITDA model on your own assumptions, with Bear, Base, and Bull scenarios, sensitivity and Monte-Carlo analysis, and peer comps.
ExploreOwnership
Follow the institutional money
Search any fund or company's 13F filings, X-ray how a manager invests, and see ownership auto-filtered to the tickers on your watchlists.
ExploreKnowledge graph
See how it all connects
Your watchlists, tickers, briefs, notes, and the funds you follow, rendered as one force-directed graph.
Explore
Frequently asked questions
- Is Brief Equity a good Dataroma alternative?
- If you want to work 13F data inside a research workspace, with holder lists for your companies, fund X-rays, saved funds, notes, and models, then yes. If you just want a free view of what famous superinvestors hold, Dataroma already does that well.
- Is Dataroma free?
- Yes, entirely. Dataroma is ad-supported, has no paid tier, and does not even have accounts (as of July 2026). Brief Equity is paid: a free trial, then one all-inclusive plan.
- How many investors does Dataroma track?
- 84 superinvestors as of July 2026, hand-curated toward well-known value investors. Brief Equity is not a curated list: you search any institutional 13F filer and save the funds you want to follow.
- Is the 13F data on these tools real-time?
- No, on both. 13F filings arrive up to 45 days after quarter end, so every 13F tracker shows a delayed snapshot of last quarter. Brief Equity shows delayed market data as well.
- What does Brief Equity add over Dataroma?
- Coverage of any 13F filer rather than a fixed list, ownership scoped to your watchlists, saved funds with daily activity, and the workspace around the data: a filterable feed of news and filings, transcripts, connected notes with capture, a knowledge graph, and your own DCF and EV/EBITDA models.
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Brief Equity is built by investors, for investors. We compare tools the way we would weigh them for our own portfolios, with the trade-offs spelled out. For research, not investment advice; market data is delayed. Competitor details reflect public information at the time of writing and can change. Verify current pricing and features on the provider’s site.