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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)
Sektor
　└─ Fonds (Track-Record)
　　└─ Aktie		SektorFonds (Track-Record)RangHist. ExcessTreffernAktieTickerSektorPortf.-Gewicht %Stimmkontrolle %GCSGCS-TrendTop-Fonds-ClusterMehr
GesundheitGesundheit1,006764,1—2
Empirical Capital Management, LLCGesundheitEmpirical Capital Management, LLC38+26.4 %79 %335,7110065,2—2
ELI LILLY & CoGesundheitEmpirical Capital Management, LLC38+26.4 %79 %33ELI LILLY & CoLLYGesundheit5,7110065,22🔍 🎯 🏛️ 🏆
Trellis Wealth Advisors LLCGesundheitTrellis Wealth Advisors LLC59+23.8 %78 %230,0410063,5—2
Merck & Co., Inc.GesundheitTrellis Wealth Advisors LLC59+23.8 %78 %23Merck & Co., Inc.MRKGesundheit0,0510068,12🔍 🎯 🏛️ 🏆
MCKESSON CORPGesundheitTrellis Wealth Advisors LLC59+23.8 %78 %23MCKESSON CORPMCKGesundheit0,0210058,92🔍 🎯 🏛️ 🏆
Meritas Wealth Management, LLCGesundheitMeritas Wealth Management, LLC99+21.2 %79 %330,09068,1—2
Merck & Co., Inc.GesundheitMeritas Wealth Management, LLC99+21.2 %79 %33Merck & Co., Inc.MRKGesundheit0,09068,12🔍 🎯 🏛️ 🏆
Columbus Macro, LLCGesundheitColumbus Macro, LLC137+19.9 %77 %1620,0210058,9—2
MCKESSON CORPGesundheitColumbus Macro, LLC137+19.9 %77 %162MCKESSON CORPMCKGesundheit0,0210058,92🔍 🎯 🏛️ 🏆
Bull Street Advisors, LLCGesundheitBull Street Advisors, LLC138+19.9 %83 %880,10065,2—2
ELI LILLY & CoGesundheitBull Street Advisors, LLC138+19.9 %83 %88ELI LILLY & CoLLYGesundheit0,10065,22🔍 🎯 🏛️ 🏆
Industrie & TransportIndustrie & Transport0,245851,6—6
Empirical Capital Management, LLCIndustrie & TransportEmpirical Capital Management, LLC38+26.4 %79 %330,2210043,4—6
SPACE EXPLORATION TECHNOLOGIES CORPIndustrie & TransportEmpirical Capital Management, LLC38+26.4 %79 %33SPACE EXPLORATION TECHNOLOGIES CORPSPCXIndustrie & Transport0,2210043,46🔍 🎯 🏛️ 🏆
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.Industrie & TransportPPS&V ASSET MANAGEMENT CONSULTANTS, INC.45+25.5 %71 %210,16043,4—6
SPACE EXPLORATION TECHNOLOGIES CORPIndustrie & TransportPPS&V ASSET MANAGEMENT CONSULTANTS, INC.45+25.5 %71 %21SPACE EXPLORATION TECHNOLOGIES CORPSPCXIndustrie & Transport0,16043,46🔍 🎯 🏛️ 🏆
Canal Insurance COIndustrie & TransportCanal Insurance CO46+25.4 %75 %1000,7110043,4—6
SPACE EXPLORATION TECHNOLOGIES CORPIndustrie & TransportCanal Insurance CO46+25.4 %75 %100SPACE EXPLORATION TECHNOLOGIES CORPSPCXIndustrie & Transport0,7110043,46🔍 🎯 🏛️ 🏆
Trellis Wealth Advisors LLCIndustrie & TransportTrellis Wealth Advisors LLC59+23.8 %78 %230,0310055,7—6
SPACE EXPLORATION TECHNOLOGIES CORPIndustrie & TransportTrellis Wealth Advisors LLC59+23.8 %78 %23SPACE EXPLORATION TECHNOLOGIES CORPSPCXIndustrie & Transport0,0510043,46🔍 🎯 🏛️ 🏆
HONEYWELL INTERNATIONAL INCIndustrie & TransportTrellis Wealth Advisors LLC59+23.8 %78 %23HONEYWELL INTERNATIONAL INCHONIndustrie & Transport0,0310057,02🔍 🎯 🏛️ 🏆
Honeywell Aerospace Inc.Industrie & TransportTrellis Wealth Advisors LLC59+23.8 %78 %23Honeywell Aerospace Inc.HONAIndustrie & Transport0,0210062,82🔍 🎯 🏛️ 🏆
RTX CorpIndustrie & TransportTrellis Wealth Advisors LLC59+23.8 %78 %23RTX CorpRTXIndustrie & Transport0,0110059,42🔍 🎯 🏛️ 🏆
Arcadia Wealth Management, LLCIndustrie & TransportArcadia Wealth Management, LLC88+21.7 %68 %251,23043,4—6
SPACE EXPLORATION TECHNOLOGIES CORPIndustrie & TransportArcadia Wealth Management, LLC88+21.7 %68 %25SPACE EXPLORATION TECHNOLOGIES CORPSPCXIndustrie & Transport1,23043,46🔍 🎯 🏛️ 🏆
VIKING FUND MANAGEMENT LLCIndustrie & TransportVIKING FUND MANAGEMENT LLC123+20.2 %73 %2300,1210043,4—6
SPACE EXPLORATION TECHNOLOGIES CORPIndustrie & TransportVIKING FUND MANAGEMENT LLC123+20.2 %73 %230SPACE EXPLORATION TECHNOLOGIES CORPSPCXIndustrie & Transport0,1210043,46🔍 🎯 🏛️ 🏆
Mokosak Advisory Group, LLCIndustrie & TransportMokosak Advisory Group, LLC141+19.9 %73 %220,06059,4—2
RTX CorpIndustrie & TransportMokosak Advisory Group, LLC141+19.9 %73 %22RTX CorpRTXIndustrie & Transport0,06059,42🔍 🎯 🏛️ 🏆
Provident Wealth Management, LLCIndustrie & TransportProvident Wealth Management, LLC145+19.9 %63 %490,12059,9—2
HONEYWELL INTERNATIONAL INCIndustrie & TransportProvident Wealth Management, LLC145+19.9 %63 %49HONEYWELL INTERNATIONAL INCHONIndustrie & Transport0,14057,02🔍 🎯 🏛️ 🏆
Honeywell Aerospace Inc.Industrie & TransportProvident Wealth Management, LLC145+19.9 %63 %49Honeywell Aerospace Inc.HONAIndustrie & Transport0,10062,82🔍 🎯 🏛️ 🏆
EnergieEnergie0,105755,8—3
Trellis Wealth Advisors LLCEnergieTrellis Wealth Advisors LLC59+23.8 %78 %230,1110061,3—3
EXXON MOBIL CORPEnergieTrellis Wealth Advisors LLC59+23.8 %78 %23EXXON MOBIL CORPXOMEnergie0,1110061,33🔍 🎯 🏛️ 🏆
ENZI WEALTHEnergieENZI WEALTH62+23.6 %80 %600,09052,9—2
VALERO ENERGY CORP/TXEnergieENZI WEALTH62+23.6 %80 %60VALERO ENERGY CORP/TXVLOEnergie0,09052,92🔍 🎯 🏛️ 🏆
Frontier Asset Management, LLCEnergieFrontier Asset Management, LLC74+22.4 %82 %340,0610052,9—2
VALERO ENERGY CORP/TXEnergieFrontier Asset Management, LLC74+22.4 %82 %34VALERO ENERGY CORP/TXVLOEnergie0,0610052,92🔍 🎯 🏛️ 🏆
Talbot Financial, LLCEnergieTalbot Financial, LLC76+22.3 %73 %920,02050,5—2
Marathon Petroleum CorpEnergieTalbot Financial, LLC76+22.3 %73 %92Marathon Petroleum CorpMPCEnergie0,02050,52🔍 🎯 🏛️ 🏆
Meritas Wealth Management, LLCEnergieMeritas Wealth Management, LLC99+21.2 %79 %330,12061,3—3
EXXON MOBIL CORPEnergieMeritas Wealth Management, LLC99+21.2 %79 %33EXXON MOBIL CORPXOMEnergie0,12061,33🔍 🎯 🏛️ 🏆
VAUGHAN & Co SECURITIES, INC.EnergieVAUGHAN & Co SECURITIES, INC.121+20.2 %82 %510,1410061,3—3
EXXON MOBIL CORPEnergieVAUGHAN & Co SECURITIES, INC.121+20.2 %82 %51EXXON MOBIL CORPXOMEnergie0,1410061,33🔍 🎯 🏛️ 🏆
Orca Wealth Management, LLCEnergieOrca Wealth Management, LLC143+19.9 %73 %630,1510050,5—2
Marathon Petroleum CorpEnergieOrca Wealth Management, LLC143+19.9 %73 %63Marathon Petroleum CorpMPCEnergie0,1510050,52🔍 🎯 🏛️ 🏆
Zyklischer KonsumZyklischer Konsum0,308158,2—2
Trellis Wealth Advisors LLCZyklischer KonsumTrellis Wealth Advisors LLC59+23.8 %78 %230,0310052,9—2
NIKE, Inc.Zyklischer KonsumTrellis Wealth Advisors LLC59+23.8 %78 %23NIKE, Inc.NKEZyklischer Konsum0,0310045,62🔍 🎯 🏛️ 🏆
MCDONALDS CORPZyklischer KonsumTrellis Wealth Advisors LLC59+23.8 %78 %23MCDONALDS CORPMCDZyklischer Konsum0,0310060,22🔍 🎯 🏛️ 🏆
Adams Asset Advisors, LLCZyklischer KonsumAdams Asset Advisors, LLC93+21.4 %71 %1010,438760,2—2
MCDONALDS CORPZyklischer KonsumAdams Asset Advisors, LLC93+21.4 %71 %101MCDONALDS CORPMCDZyklischer Konsum0,438760,22🔍 🎯 🏛️ 🏆
Arkfeld Wealth Strategies, L.L.C.Zyklischer KonsumArkfeld Wealth Strategies, L.L.C.102+21.1 %71 %1261,08045,6—2
NIKE, Inc.Zyklischer KonsumArkfeld Wealth Strategies, L.L.C.102+21.1 %71 %126NIKE, Inc.NKEZyklischer Konsum1,08045,62🔍 🎯 🏛️ 🏆
KEATING INVESTMENT COUNSELORS INCZyklischer KonsumKEATING INVESTMENT COUNSELORS INC130+20.1 %78 %1120,0510068,9—2
AMAZON COM INCZyklischer KonsumKEATING INVESTMENT COUNSELORS INC130+20.1 %78 %112AMAZON COM INCAMZNZyklischer Konsum0,0510068,92🔍 🎯 🏛️ 🏆
Orca Wealth Management, LLCZyklischer KonsumOrca Wealth Management, LLC143+19.9 %73 %630,1510068,9—2
AMAZON COM INCZyklischer KonsumOrca Wealth Management, LLC143+19.9 %73 %63AMAZON COM INCAMZNZyklischer Konsum0,1510068,92🔍 🎯 🏛️ 🏆
TechnologieTechnologie0,185045,2—2
Trellis Wealth Advisors LLCTechnologieTrellis Wealth Advisors LLC59+23.8 %78 %230,0210035,8—2
SHOPIFY INC.TechnologieTrellis Wealth Advisors LLC59+23.8 %78 %23SHOPIFY INC.SHOPTechnologie0,0210035,82🔍 🎯 🏛️ 🏆
Shoker Investment Counsel, Inc.TechnologieShoker Investment Counsel, Inc.60+23.8 %85 %1170,08057,1—2
ServiceNow, Inc.TechnologieShoker Investment Counsel, Inc.60+23.8 %85 %117ServiceNow, Inc.NOWTechnologie0,08057,12🔍 🎯 🏛️ 🏆
LB Partners LLCTechnologieLB Partners LLC71+22.7 %73 %370,7110057,1—2
ServiceNow, Inc.TechnologieLB Partners LLC71+22.7 %73 %37ServiceNow, Inc.NOWTechnologie0,7110057,12🔍 🎯 🏛️ 🏆
Flagstone Financial ManagementTechnologieFlagstone Financial Management72+22.7 %82 %280,05035,8—2
SHOPIFY INC.TechnologieFlagstone Financial Management72+22.7 %82 %28SHOPIFY INC.SHOPTechnologie0,05035,82🔍 🎯 🏛️ 🏆
Mokosak Advisory Group, LLCTechnologieMokosak Advisory Group, LLC141+19.9 %73 %220,07042,6—2
Palantir Technologies Inc.TechnologieMokosak Advisory Group, LLC141+19.9 %73 %22Palantir Technologies Inc.PLTRTechnologie0,07042,62🔍 🎯 🏛️ 🏆
Orca Wealth Management, LLCTechnologieOrca Wealth Management, LLC143+19.9 %73 %630,1410042,6—2
Palantir Technologies Inc.TechnologieOrca Wealth Management, LLC143+19.9 %73 %63Palantir Technologies Inc.PLTRTechnologie0,1410042,62🔍 🎯 🏛️ 🏆
Kommunikation & MedienKommunikation & Medien0,102549,0—4
SEARCY FINANCIAL SERVICES INC /ADVKommunikation & MedienSEARCY FINANCIAL SERVICES INC /ADV81+21.9 %68 %220,10049,0—4
Meta Platforms, Inc.Kommunikation & MedienSEARCY FINANCIAL SERVICES INC /ADV81+21.9 %68 %22Meta Platforms, Inc.METAKommunikation & Medien0,10049,04🔍 🎯 🏛️ 🏆
Meritas Wealth Management, LLCKommunikation & MedienMeritas Wealth Management, LLC99+21.2 %79 %330,11049,0—4
Meta Platforms, Inc.Kommunikation & MedienMeritas Wealth Management, LLC99+21.2 %79 %33Meta Platforms, Inc.METAKommunikation & Medien0,11049,04🔍 🎯 🏛️ 🏆
Arkfeld Wealth Strategies, L.L.C.Kommunikation & MedienArkfeld Wealth Strategies, L.L.C.102+21.1 %71 %1260,06049,0—4
Meta Platforms, Inc.Kommunikation & MedienArkfeld Wealth Strategies, L.L.C.102+21.1 %71 %126Meta Platforms, Inc.METAKommunikation & Medien0,06049,04🔍 🎯 🏛️ 🏆
Orca Wealth Management, LLCKommunikation & MedienOrca Wealth Management, LLC143+19.9 %73 %630,1210049,0—4
Meta Platforms, Inc.Kommunikation & MedienOrca Wealth Management, LLC143+19.9 %73 %63Meta Platforms, Inc.METAKommunikation & Medien0,1210049,04🔍 🎯 🏛️ 🏆
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