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.

Fonds (Track-Record)RangHist. ExcessTreffernNeukäufeØ Hist. Excess %Ø GCS
Goodlander Investment Management, LLC1+90.3 %77 %22290,345,2
Talos Eurisko Asset Management LP2+60.7 %86 %36760,764,2
Galaxy Digital Capital Management GP LLC3+58.3 %76 %34558,354,7
Orion Resource Partners LP4+57.1 %80 %41357,145,2
Drummond Knight Asset Management Pty Ltd6+43.7 %86 %21143,768,7
Rithm Capital Corp.8+33.9 %81 %31233,959,9
Compass Rose Asset Management, LP12+32.4 %76 %29132,466,0
Helikon Investments Ltd17+30.7 %69 %35130,7
Seek First Inc.21+30.0 %70 %20230,059,8
Longitude (Cayman) Ltd.23+29.7 %64 %39129,735,0
BRIGADE CAPITAL MANAGEMENT, LP24+29.5 %63 %64229,569,9
O'Connor Financial Group LLC26+28.2 %78 %23828,267,5
Ripple Effect Asset Management LP27+28.2 %76 %21828,249,7
DEEPWATER ASSET MANAGEMENT, LLC29+27.5 %71 %49227,546,4
Four Tree Island Advisory LLC30+27.5 %71 %21227,562,8
Kinetic Partners Management, LP33+27.1 %71 %79727,154,6
Grand Alliance Asset Management Ltd34+27.0 %59 %22327,062,8
Boxer Capital Management, LLC36+26.8 %67 %55226,842,3
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD37+26.6 %61 %231226,662,4
Empirical Capital Management, LLC38+26.4 %79 %33126,458,0
Ranmore Fund Management Ltd40+26.2 %81 %21426,242,6
PING CAPITAL MANAGEMENT, INC.41+26.1 %76 %68426,157,7
FAIRHOLME CAPITAL MANAGEMENT LLC42+25.6 %83 %30125,645,5
McNamara Financial Services, Inc.44+25.5 %84 %44325,563,5
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.45+25.5 %71 %21125,562,1
Analog Century Management LP49+25.0 %73 %56325,068,7
REIK & CO., LLC50+25.0 %79 %53325,068,7
Blankinship & Foster, LLC51+25.0 %78 %89225,072,5
Corecam Pte. Ltd.52+24.9 %72 %25524,953,3
Sparta 24 Ltd.53+24.8 %73 %30124,87,8
OLD REPUBLIC INTERNATIONAL CORP54+24.3 %87 %91124,362,0
Halter Ferguson Financial Inc.55+24.0 %68 %31124,035,0
Benefit Street Partners LLC58+23.8 %66 %44223,842,7
Trellis Wealth Advisors LLC59+23.8 %78 %23123,864,9
Shoker Investment Counsel, Inc.60+23.8 %85 %117323,861,6
Keystone Financial Planning, Inc.61+23.7 %84 %67123,7
ENZI WEALTH62+23.6 %80 %60423,662,1
Praetorian PR LLC63+23.5 %73 %48123,540,8
Fusion Family Wealth, LLC64+23.5 %79 %52323,561,9
DIADEMA PARTNERS LP69+22.8 %68 %77222,842,3
L1 Capital Pty Ltd70+22.8 %67 %67322,842,5
Flagstone Financial Management72+22.7 %82 %28622,764,8
Frontier Asset Management, LLC74+22.4 %82 %34222,449,1
Talbot Financial, LLC76+22.3 %73 %92422,361,2
BRIGHT VALLEY CAPITAL Ltd78+22.3 %63 %30122,366,2
Sourcerock Group LLC82+21.9 %68 %130221,941,5
Asset Allocation Strategies LLC86+21.7 %74 %35221,770,2
Brightwater Advisory LLC87+21.7 %87 %23121,755,9
Arcadia Wealth Management, LLC88+21.7 %68 %25221,759,7
COERENTE CAPITAL MANAGEMENT89+21.5 %71 %56121,574,7
Slate Path Capital LP90+21.5 %62 %151521,555,3
DIAMANT ASSET MANAGEMENT, INC.94+21.4 %80 %156521,462,7
NEW VERNON INVESTMENT MANAGEMENT LLC95+21.4 %85 %71421,463,8
REAVES W H & CO INC96+21.4 %75 %121421,454,5
Cardinal Strategic Wealth Guidance98+21.2 %77 %57321,268,4
Meritas Wealth Management, LLC99+21.2 %79 %33321,260,6
ADAPT Investment Managers SA101+21.1 %63 %35321,160,5
Arkfeld Wealth Strategies, L.L.C.102+21.1 %71 %126421,165,9
SEMPER AUGUSTUS INVESTMENTS GROUP LLC103+21.0 %66 %50421,053,5
GOLDEN ROAD ADVISORS LLC105+20.9 %73 %261120,965,2
VERITY Wealth Advisors108+20.8 %72 %32120,861,2
UNICOM Systems, Inc.110+20.7 %71 %28420,756,0
Ameraudi Asset Management, Inc.111+20.7 %69 %35120,760,0
WASHINGTON GROWTH STRATEGIES LLC112+20.6 %74 %39220,659,9
EHRLICH FINANCIAL GROUP113+20.5 %82 %33420,563,8
STONEHILL CAPITAL MANAGEMENT LLC114+20.5 %58 %38120,540,8
Recurrent Investment Advisors LLC115+20.4 %69 %99220,441,3
Cape Ann Asset Management Ltd116+20.4 %70 %20120,465,0
Avala Global LP117+20.4 %81 %58920,455,9
LifePlan Investment Advisors, Inc.118+20.4 %76 %33420,467,9
STONEBRIDGE CAPITAL MANAGEMENT INC119+20.3 %76 %101220,358,2
Sagil Capital LLP120+20.2 %70 %79120,228,8
VAUGHAN & Co SECURITIES, INC.121+20.2 %82 %51320,267,0
BROOKS, MOORE & ASSOCIATES, INC.122+20.2 %80 %125420,269,8
VIKING FUND MANAGEMENT LLC123+20.2 %73 %230420,248,4
KAYNE ANDERSON CAPITAL ADVISORS LP124+20.2 %78 %132520,247,0
Ridgepath Capital Management LLC125+20.1 %76 %37120,167,5
Trinity Wealth Management, LLC126+20.1 %70 %20420,167,8
Monaco Asset Management SAM127+20.1 %66 %209120,143,3
PEREGRINE INVESTMENT MANAGEMENT INC128+20.1 %60 %25620,164,3
KEATING INVESTMENT COUNSELORS INC130+20.1 %78 %112220,176,5
Northwest Quadrant Wealth Management, LLC132+20.1 %79 %87520,168,3
RiverGlades Family Offices LLC133+20.1 %75 %121720,166,2
Eldridge Investment Advisors, Inc.135+20.0 %81 %72420,066,6
Columbus Macro, LLC137+19.9 %77 %162119,957,4
Bull Street Advisors, LLC138+19.9 %83 %88119,979,5
Albar Capital Partners LLP139+19.9 %72 %47919,964,1
Vawter Financial, Ltd.140+19.9 %73 %33219,950,9
Mokosak Advisory Group, LLC141+19.9 %73 %22419,970,0
Cherokee Insurance Co142+19.9 %82 %119519,953,5
Orca Wealth Management, LLC143+19.9 %73 %63619,964,7
Provident Wealth Management, LLC145+19.9 %63 %491019,963,5
Rivermont Capital Management LP147+19.7 %69 %65619,754,4
QV Investors Inc.148+19.7 %79 %102319,756,2
Hill Investment Group Partners, LLC149+19.7 %84 %45119,760,4
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