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Smart-Money Coattail — Neukäufe der Fonds mit dem besten Neukauf-Trackrecord

Wem über die Schulter schauen?

Coattail-Investing: Welche Titel haben die Fonds mit dem höchsten markt-relativen Neukauf-Überschuss gerade neu ins Portfolio genommen? Jeder Fonds trägt seinen markt-relativen Track-Record (Median-Excess seiner vergangenen 13F-Neukäufe über ein Jahr, mindestens 20 gereifte Käufe), darunter seine frischen Picks mit Portfolio-Gewicht, GCS und Cluster-Stärke.

Gemessen ab der 13F-Meldefrist (Quartalsende + 45 Tage) — also realistisch nachhandelbar, ohne Rückschau-Vorteil. Modi: Detail (Fonds → Neukauf), Aggregat nach Sektor oder Fonds; Sicht „Cluster" zeigt Titel, die mehrere Top-Fonds gleichzeitig neu kaufen.

Nach FondsNach AktieNach SektorFonds-Übersicht
AlleNur Cluster (≥2 Top-Fonds)
Fonds (Track-Record)
　└─ Aktie		Fonds (Track-Record)RangHist. ExcessTreffernAktieTickerSektorPortf.-Gewicht %Stimmkontrolle %GCSGCS-TrendTop-Fonds-ClusterMehr
Empirical Capital Management, LLCEmpirical Capital Management, LLC38+26.4 %79 %332,9710054,3—6
ELI LILLY & CoEmpirical Capital Management, LLC38+26.4 %79 %33ELI LILLY & CoLLYGesundheit5,7110065,22🔍 🎯 🏛️ 🏆
SPACE EXPLORATION TECHNOLOGIES CORPEmpirical Capital Management, LLC38+26.4 %79 %33SPACE EXPLORATION TECHNOLOGIES CORPSPCXIndustrie & Transport0,2210043,46🔍 🎯 🏛️ 🏆
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.PPS&V ASSET MANAGEMENT CONSULTANTS, INC.45+25.5 %71 %210,16043,4—6
SPACE EXPLORATION TECHNOLOGIES CORPPPS&V ASSET MANAGEMENT CONSULTANTS, INC.45+25.5 %71 %21SPACE EXPLORATION TECHNOLOGIES CORPSPCXIndustrie & Transport0,16043,46🔍 🎯 🏛️ 🏆
Canal Insurance COCanal Insurance CO46+25.4 %75 %1000,7110043,4—6
SPACE EXPLORATION TECHNOLOGIES CORPCanal Insurance CO46+25.4 %75 %100SPACE EXPLORATION TECHNOLOGIES CORPSPCXIndustrie & Transport0,7110043,46🔍 🎯 🏛️ 🏆
Trellis Wealth Advisors LLCTrellis Wealth Advisors LLC59+23.8 %78 %230,0410055,3—6
EXXON MOBIL CORPTrellis Wealth Advisors LLC59+23.8 %78 %23EXXON MOBIL CORPXOMEnergie0,1110061,33🔍 🎯 🏛️ 🏆
Merck & Co., Inc.Trellis Wealth Advisors LLC59+23.8 %78 %23Merck & Co., Inc.MRKGesundheit0,0510068,12🔍 🎯 🏛️ 🏆
SPACE EXPLORATION TECHNOLOGIES CORPTrellis Wealth Advisors LLC59+23.8 %78 %23SPACE EXPLORATION TECHNOLOGIES CORPSPCXIndustrie & Transport0,0510043,46🔍 🎯 🏛️ 🏆
NIKE, Inc.Trellis Wealth Advisors LLC59+23.8 %78 %23NIKE, Inc.NKEZyklischer Konsum0,0310045,62🔍 🎯 🏛️ 🏆
MCDONALDS CORPTrellis Wealth Advisors LLC59+23.8 %78 %23MCDONALDS CORPMCDZyklischer Konsum0,0310060,22🔍 🎯 🏛️ 🏆
HONEYWELL INTERNATIONAL INCTrellis Wealth Advisors LLC59+23.8 %78 %23HONEYWELL INTERNATIONAL INCHONIndustrie & Transport0,0310057,02🔍 🎯 🏛️ 🏆
SHOPIFY INC.Trellis Wealth Advisors LLC59+23.8 %78 %23SHOPIFY INC.SHOPTechnologie0,0210035,82🔍 🎯 🏛️ 🏆
MCKESSON CORPTrellis Wealth Advisors LLC59+23.8 %78 %23MCKESSON CORPMCKGesundheit0,0210058,92🔍 🎯 🏛️ 🏆
Honeywell Aerospace Inc.Trellis Wealth Advisors LLC59+23.8 %78 %23Honeywell Aerospace Inc.HONAIndustrie & Transport0,0210062,82🔍 🎯 🏛️ 🏆
RTX CorpTrellis Wealth Advisors LLC59+23.8 %78 %23RTX CorpRTXIndustrie & Transport0,0110059,42🔍 🎯 🏛️ 🏆
Shoker Investment Counsel, Inc.Shoker Investment Counsel, Inc.60+23.8 %85 %1170,08057,1—2
ServiceNow, Inc.Shoker Investment Counsel, Inc.60+23.8 %85 %117ServiceNow, Inc.NOWTechnologie0,08057,12🔍 🎯 🏛️ 🏆
ENZI WEALTHENZI WEALTH62+23.6 %80 %600,09052,9—2
VALERO ENERGY CORP/TXENZI WEALTH62+23.6 %80 %60VALERO ENERGY CORP/TXVLOEnergie0,09052,92🔍 🎯 🏛️ 🏆
LB Partners LLCLB Partners LLC71+22.7 %73 %370,7110057,1—2
ServiceNow, Inc.LB Partners LLC71+22.7 %73 %37ServiceNow, Inc.NOWTechnologie0,7110057,12🔍 🎯 🏛️ 🏆
Flagstone Financial ManagementFlagstone Financial Management72+22.7 %82 %280,05035,8—2
SHOPIFY INC.Flagstone Financial Management72+22.7 %82 %28SHOPIFY INC.SHOPTechnologie0,05035,82🔍 🎯 🏛️ 🏆
Frontier Asset Management, LLCFrontier Asset Management, LLC74+22.4 %82 %340,0610052,9—2
VALERO ENERGY CORP/TXFrontier Asset Management, LLC74+22.4 %82 %34VALERO ENERGY CORP/TXVLOEnergie0,0610052,92🔍 🎯 🏛️ 🏆
Talbot Financial, LLCTalbot Financial, LLC76+22.3 %73 %920,02050,5—2
Marathon Petroleum CorpTalbot Financial, LLC76+22.3 %73 %92Marathon Petroleum CorpMPCEnergie0,02050,52🔍 🎯 🏛️ 🏆
SEARCY FINANCIAL SERVICES INC /ADVSEARCY FINANCIAL SERVICES INC /ADV81+21.9 %68 %220,10049,0—4
Meta Platforms, Inc.SEARCY FINANCIAL SERVICES INC /ADV81+21.9 %68 %22Meta Platforms, Inc.METAKommunikation & Medien0,10049,04🔍 🎯 🏛️ 🏆
Arcadia Wealth Management, LLCArcadia Wealth Management, LLC88+21.7 %68 %251,23043,4—6
SPACE EXPLORATION TECHNOLOGIES CORPArcadia Wealth Management, LLC88+21.7 %68 %25SPACE EXPLORATION TECHNOLOGIES CORPSPCXIndustrie & Transport1,23043,46🔍 🎯 🏛️ 🏆
Adams Asset Advisors, LLCAdams Asset Advisors, LLC93+21.4 %71 %1010,438760,2—2
MCDONALDS CORPAdams Asset Advisors, LLC93+21.4 %71 %101MCDONALDS CORPMCDZyklischer Konsum0,438760,22🔍 🎯 🏛️ 🏆
Meritas Wealth Management, LLCMeritas Wealth Management, LLC99+21.2 %79 %330,11059,5—4
EXXON MOBIL CORPMeritas Wealth Management, LLC99+21.2 %79 %33EXXON MOBIL CORPXOMEnergie0,12061,33🔍 🎯 🏛️ 🏆
Meta Platforms, Inc.Meritas Wealth Management, LLC99+21.2 %79 %33Meta Platforms, Inc.METAKommunikation & Medien0,11049,04🔍 🎯 🏛️ 🏆
Merck & Co., Inc.Meritas Wealth Management, LLC99+21.2 %79 %33Merck & Co., Inc.MRKGesundheit0,09068,12🔍 🎯 🏛️ 🏆
Arkfeld Wealth Strategies, L.L.C.Arkfeld Wealth Strategies, L.L.C.102+21.1 %71 %1260,57047,3—4
NIKE, Inc.Arkfeld Wealth Strategies, L.L.C.102+21.1 %71 %126NIKE, Inc.NKEZyklischer Konsum1,08045,62🔍 🎯 🏛️ 🏆
Meta Platforms, Inc.Arkfeld Wealth Strategies, L.L.C.102+21.1 %71 %126Meta Platforms, Inc.METAKommunikation & Medien0,06049,04🔍 🎯 🏛️ 🏆
VAUGHAN & Co SECURITIES, INC.VAUGHAN & Co SECURITIES, INC.121+20.2 %82 %510,1410061,3—3
EXXON MOBIL CORPVAUGHAN & Co SECURITIES, INC.121+20.2 %82 %51EXXON MOBIL CORPXOMEnergie0,1410061,33🔍 🎯 🏛️ 🏆
VIKING FUND MANAGEMENT LLCVIKING FUND MANAGEMENT LLC123+20.2 %73 %2300,1210043,4—6
SPACE EXPLORATION TECHNOLOGIES CORPVIKING FUND MANAGEMENT LLC123+20.2 %73 %230SPACE EXPLORATION TECHNOLOGIES CORPSPCXIndustrie & Transport0,1210043,46🔍 🎯 🏛️ 🏆
KEATING INVESTMENT COUNSELORS INCKEATING INVESTMENT COUNSELORS INC130+20.1 %78 %1120,0510068,9—2
AMAZON COM INCKEATING INVESTMENT COUNSELORS INC130+20.1 %78 %112AMAZON COM INCAMZNZyklischer Konsum0,0510068,92🔍 🎯 🏛️ 🏆
Columbus Macro, LLCColumbus Macro, LLC137+19.9 %77 %1620,0210058,9—2
MCKESSON CORPColumbus Macro, LLC137+19.9 %77 %162MCKESSON CORPMCKGesundheit0,0210058,92🔍 🎯 🏛️ 🏆
Bull Street Advisors, LLCBull Street Advisors, LLC138+19.9 %83 %880,10065,2—2
ELI LILLY & CoBull Street Advisors, LLC138+19.9 %83 %88ELI LILLY & CoLLYGesundheit0,10065,22🔍 🎯 🏛️ 🏆
Mokosak Advisory Group, LLCMokosak Advisory Group, LLC141+19.9 %73 %220,07051,0—2
Palantir Technologies Inc.Mokosak Advisory Group, LLC141+19.9 %73 %22Palantir Technologies Inc.PLTRTechnologie0,07042,62🔍 🎯 🏛️ 🏆
RTX CorpMokosak Advisory Group, LLC141+19.9 %73 %22RTX CorpRTXIndustrie & Transport0,06059,42🔍 🎯 🏛️ 🏆
Orca Wealth Management, LLCOrca Wealth Management, LLC143+19.9 %73 %630,1410052,8—4
Marathon Petroleum CorpOrca Wealth Management, LLC143+19.9 %73 %63Marathon Petroleum CorpMPCEnergie0,1510050,52🔍 🎯 🏛️ 🏆
AMAZON COM INCOrca Wealth Management, LLC143+19.9 %73 %63AMAZON COM INCAMZNZyklischer Konsum0,1510068,92🔍 🎯 🏛️ 🏆
Palantir Technologies Inc.Orca Wealth Management, LLC143+19.9 %73 %63Palantir Technologies Inc.PLTRTechnologie0,1410042,62🔍 🎯 🏛️ 🏆
Meta Platforms, Inc.Orca Wealth Management, LLC143+19.9 %73 %63Meta Platforms, Inc.METAKommunikation & Medien0,1210049,04🔍 🎯 🏛️ 🏆
Provident Wealth Management, LLCProvident Wealth Management, LLC145+19.9 %63 %490,12059,9—2
HONEYWELL INTERNATIONAL INCProvident Wealth Management, LLC145+19.9 %63 %49HONEYWELL INTERNATIONAL INCHONIndustrie & Transport0,14057,02🔍 🎯 🏛️ 🏆
Honeywell Aerospace Inc.Provident Wealth Management, LLC145+19.9 %63 %49Honeywell Aerospace Inc.HONAIndustrie & Transport0,10062,82🔍 🎯 🏛️ 🏆
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