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.

Aktie
 └─ Fonds (Track-Record)
AktieTickerSektorFonds (Track-Record)RangHist. ExcessTreffernTop-Fonds-ClusterPortf.-Gewicht %Stimmkontrolle %GCSGCS-TrendMehr
SPACE EXPLORATION TECHNOLOGIES CORPSPACE EXPLORATION TECHNOLOGIES CORPSPCXIndustrie & Transport50,476056,7—
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.SPACE EXPLORATION TECHNOLOGIES CORPSPCXIndustrie & TransportPPS&V ASSET MANAGEMENT CONSULTANTS, INC.45+25.5 %71 %2150,16056,7🔍 🎯 🏛️ 🏆
Canal Insurance COSPACE EXPLORATION TECHNOLOGIES CORPSPCXIndustrie & TransportCanal Insurance CO46+25.4 %75 %10050,7110056,7🔍 🎯 🏛️ 🏆
Trellis Wealth Advisors LLCSPACE EXPLORATION TECHNOLOGIES CORPSPCXIndustrie & TransportTrellis Wealth Advisors LLC59+23.8 %78 %2350,0510056,7🔍 🎯 🏛️ 🏆
Arcadia Wealth Management, LLCSPACE EXPLORATION TECHNOLOGIES CORPSPCXIndustrie & TransportArcadia Wealth Management, LLC88+21.7 %68 %2551,29056,7🔍 🎯 🏛️ 🏆
VIKING FUND MANAGEMENT LLCSPACE EXPLORATION TECHNOLOGIES CORPSPCXIndustrie & TransportVIKING FUND MANAGEMENT LLC123+20.2 %73 %23050,1210056,7🔍 🎯 🏛️ 🏆
Meta Platforms, Inc.Meta Platforms, Inc.METAKommunikation & Medien40,102550,4—
SEARCY FINANCIAL SERVICES INC /ADVMeta Platforms, Inc.METAKommunikation & MedienSEARCY FINANCIAL SERVICES INC /ADV81+21.9 %68 %2240,12050,4🔍 🎯 🏛️ 🏆
Meritas Wealth Management, LLCMeta Platforms, Inc.METAKommunikation & MedienMeritas Wealth Management, LLC99+21.2 %79 %3340,11050,4🔍 🎯 🏛️ 🏆
Arkfeld Wealth Strategies, L.L.C.Meta Platforms, Inc.METAKommunikation & MedienArkfeld Wealth Strategies, L.L.C.102+21.1 %71 %12640,06050,4🔍 🎯 🏛️ 🏆
Orca Wealth Management, LLCMeta Platforms, Inc.METAKommunikation & MedienOrca Wealth Management, LLC143+19.9 %73 %6340,1210050,4🔍 🎯 🏛️ 🏆
EXXON MOBIL CORPEXXON MOBIL CORPXOMEnergie30,126760,2—
Trellis Wealth Advisors LLCEXXON MOBIL CORPXOMEnergieTrellis Wealth Advisors LLC59+23.8 %78 %2330,1110060,2🔍 🎯 🏛️ 🏆
Meritas Wealth Management, LLCEXXON MOBIL CORPXOMEnergieMeritas Wealth Management, LLC99+21.2 %79 %3330,12060,2🔍 🎯 🏛️ 🏆
VAUGHAN & Co SECURITIES, INC.EXXON MOBIL CORPXOMEnergieVAUGHAN & Co SECURITIES, INC.121+20.2 %82 %5130,1410060,2🔍 🎯 🏛️ 🏆
Merck & Co., Inc.Merck & Co., Inc.MRKGesundheit20,075067,1—
Trellis Wealth Advisors LLCMerck & Co., Inc.MRKGesundheitTrellis Wealth Advisors LLC59+23.8 %78 %2320,0510067,1🔍 🎯 🏛️ 🏆
Meritas Wealth Management, LLCMerck & Co., Inc.MRKGesundheitMeritas Wealth Management, LLC99+21.2 %79 %3320,09067,1🔍 🎯 🏛️ 🏆
NIKE, Inc.NIKE, Inc.NKEZyklischer Konsum20,565044,5—
Trellis Wealth Advisors LLCNIKE, Inc.NKEZyklischer KonsumTrellis Wealth Advisors LLC59+23.8 %78 %2320,0310044,5🔍 🎯 🏛️ 🏆
Arkfeld Wealth Strategies, L.L.C.NIKE, Inc.NKEZyklischer KonsumArkfeld Wealth Strategies, L.L.C.102+21.1 %71 %12621,08044,5🔍 🎯 🏛️ 🏆
HONEYWELL INTERNATIONAL INCHONEYWELL INTERNATIONAL INCHONIndustrie & Transport20,095051,0—
Trellis Wealth Advisors LLCHONEYWELL INTERNATIONAL INCHONIndustrie & TransportTrellis Wealth Advisors LLC59+23.8 %78 %2320,0310051,0🔍 🎯 🏛️ 🏆
Provident Wealth Management, LLCHONEYWELL INTERNATIONAL INCHONIndustrie & TransportProvident Wealth Management, LLC145+19.9 %63 %4920,14051,0🔍 🎯 🏛️ 🏆
MCDONALDS CORPMCDONALDS CORPMCDZyklischer Konsum20,239460,8—
Trellis Wealth Advisors LLCMCDONALDS CORPMCDZyklischer KonsumTrellis Wealth Advisors LLC59+23.8 %78 %2320,0310060,8🔍 🎯 🏛️ 🏆
Adams Asset Advisors, LLCMCDONALDS CORPMCDZyklischer KonsumAdams Asset Advisors, LLC93+21.4 %71 %10120,438760,8🔍 🎯 🏛️ 🏆
Honeywell Aerospace Inc.Honeywell Aerospace Inc.HONAIndustrie & Transport20,065065,2—
Trellis Wealth Advisors LLCHoneywell Aerospace Inc.HONAIndustrie & TransportTrellis Wealth Advisors LLC59+23.8 %78 %2320,0210065,2🔍 🎯 🏛️ 🏆
Provident Wealth Management, LLCHoneywell Aerospace Inc.HONAIndustrie & TransportProvident Wealth Management, LLC145+19.9 %63 %4920,10065,2🔍 🎯 🏛️ 🏆
MCKESSON CORPMCKESSON CORPMCKGesundheit20,0210060,1—
Trellis Wealth Advisors LLCMCKESSON CORPMCKGesundheitTrellis Wealth Advisors LLC59+23.8 %78 %2320,0210060,1🔍 🎯 🏛️ 🏆
Columbus Macro, LLCMCKESSON CORPMCKGesundheitColumbus Macro, LLC137+19.9 %77 %16220,0210060,1🔍 🎯 🏛️ 🏆
RTX CorpRTX CorpRTXIndustrie & Transport20,035058,9—
Trellis Wealth Advisors LLCRTX CorpRTXIndustrie & TransportTrellis Wealth Advisors LLC59+23.8 %78 %2320,0110058,9🔍 🎯 🏛️ 🏆
Mokosak Advisory Group, LLCRTX CorpRTXIndustrie & TransportMokosak Advisory Group, LLC141+19.9 %73 %2220,06058,9🔍 🎯 🏛️ 🏆
Marathon Petroleum CorpMarathon Petroleum CorpMPCEnergie20,085053,4—
Talbot Financial, LLCMarathon Petroleum CorpMPCEnergieTalbot Financial, LLC76+22.3 %73 %9220,02053,4🔍 🎯 🏛️ 🏆
Orca Wealth Management, LLCMarathon Petroleum CorpMPCEnergieOrca Wealth Management, LLC143+19.9 %73 %6320,1510053,4🔍 🎯 🏛️ 🏆
AMAZON COM INCAMAZON COM INCAMZNZyklischer Konsum20,1010070,4—
KEATING INVESTMENT COUNSELORS INCAMAZON COM INCAMZNZyklischer KonsumKEATING INVESTMENT COUNSELORS INC130+20.1 %78 %11220,0510070,4🔍 🎯 🏛️ 🏆
Orca Wealth Management, LLCAMAZON COM INCAMZNZyklischer KonsumOrca Wealth Management, LLC143+19.9 %73 %6320,1510070,4🔍 🎯 🏛️ 🏆
Palantir Technologies Inc.Palantir Technologies Inc.PLTRTechnologie20,115047,0—
Mokosak Advisory Group, LLCPalantir Technologies Inc.PLTRTechnologieMokosak Advisory Group, LLC141+19.9 %73 %2220,07047,0🔍 🎯 🏛️ 🏆
Orca Wealth Management, LLCPalantir Technologies Inc.PLTRTechnologieOrca Wealth Management, LLC143+19.9 %73 %6320,1410047,0🔍 🎯 🏛️ 🏆
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