Smart-Money-Cluster — wo mehrere Top-Fonds gleichzeitig zugreifen

Wenn das Smart Money gemeinsam zugreift

Hier stehen nur die Titel, die mehrere der historisch besten 13F-Fonds im selben Quartal NEU ins Portfolio genommen haben — kein Einzelkauf, sondern die Konvergenz mehrerer Adressen aus der unten definierten Spitzengruppe. Je Titel: wie viele Top-Fonds (Cluster-Stärke), Portfolio-Gewicht und der hauseigene GCS samt 26-Wochen-Trend.

Was ist ein „Top-Fonds"? Die rund 150 13F-Institutionen mit dem höchsten markt-relativen Median-Überschuss ihrer bisherigen Neukäufe (Ein-Jahres-Rendite je Kauf abzüglich des Markt-Medians desselben Tages, mindestens 20 ausgereifte Neukäufe seit 2021). „Mehrere greifen gleichzeitig zu" heißt: mindestens zwei dieser Top-Fonds haben denselben Titel im jüngsten gemeldeten 13F-Quartal neu eröffnet.

Gemessen ab der 13F-Meldefrist (Quartalsende + 45 Tage) — realistisch nachhandelbar, ohne Rückschau-Vorteil. Über die Toolbar lässt sich der Cluster nach Sektor oder Fonds gruppieren; je Emittent führen die Kontext-Links direkt in die anderen Smart-Money-Reports.

Fonds (Track-Record)RangHist. ExcessTreffernNeukäufeØ Hist. Excess %Ø GCS
Orion Resource Partners LP1+60.6 %80 %30460,629,1
Galaxy Digital Capital Management GP LLC2+60.0 %79 %33760,051,4
Talos Eurisko Asset Management LP3+54.4 %85 %261054,454,3
Rithm Capital Corp.12+31.2 %79 %29231,262,8
Helikon Investments Ltd13+30.6 %67 %33230,634,1
Compass Rose Asset Management, LP14+30.4 %77 %26430,439,6
Longitude (Cayman) Ltd.17+29.6 %64 %39129,6
O'Connor Financial Group LLC20+28.0 %80 %20828,059,4
PING CAPITAL MANAGEMENT, INC.21+27.9 %74 %62527,940,4
Sparta 24 Ltd.22+27.9 %79 %28127,952,5
BRIGADE CAPITAL MANAGEMENT, LP23+27.9 %61 %62227,962,2
DEEPWATER ASSET MANAGEMENT, LLC24+27.7 %73 %48227,743,4
Kinetic Partners Management, LP26+27.5 %73 %70527,548,8
Four Tree Island Advisory LLC27+27.4 %71 %21127,450,9
Boxer Capital Management, LLC30+26.4 %66 %50426,440,9
FAIRHOLME CAPITAL MANAGEMENT LLC34+25.6 %83 %30125,653,7
SIH Partners, LLLP36+25.1 %65 %2254025,147,0
Empirical Capital Management, LLC37+25.1 %80 %30125,147,8
Blankinship & Foster, LLC38+25.1 %77 %86225,160,2
COERENTE CAPITAL MANAGEMENT39+25.0 %74 %54125,050,9
REIK & CO., LLC40+24.9 %79 %53324,949,6
TRUEFG, LLC41+24.9 %70 %23124,972,2
Corecam Pte. Ltd.43+24.8 %76 %21724,851,0
Canal Insurance CO44+24.6 %74 %96124,623,9
Two Point Capital Management, Inc.45+24.4 %84 %25124,4
OLD REPUBLIC INTERNATIONAL CORP46+24.2 %87 %91124,261,5
Elite Life Management LLC47+24.2 %82 %22524,259,7
Praetorian PR LLC48+24.1 %74 %47224,138,5
LB Partners LLC49+24.1 %74 %35124,134,9
GOLDEN ROAD ADVISORS LLC50+24.1 %74 %231324,157,0
Focused Investors LLC51+23.9 %76 %29123,936,0
Flagstone Financial Management52+23.9 %81 %26623,963,5
STONEHILL CAPITAL MANAGEMENT LLC53+23.9 %59 %34223,951,4
Benefit Street Partners LLC55+23.8 %66 %44223,833,2
Altiora Financial Group, LLC56+23.7 %71 %28423,762,3
Keystone Financial Planning, Inc.58+23.7 %84 %67123,725,2
McNamara Financial Services, Inc.59+23.6 %83 %41323,654,7
Fusion Family Wealth, LLC60+23.5 %78 %49323,562,7
ENZI WEALTH61+23.5 %81 %58423,549,2
HTG Investment Advisors, Inc.63+23.0 %77 %39123,061,4
L1 Capital Pty Ltd65+22.7 %69 %51222,729,2
Talbot Financial, LLC66+22.7 %75 %89422,754,8
DIADEMA PARTNERS LP67+22.7 %68 %65422,745,0
Frontier Asset Management, LLC68+22.7 %86 %28522,747,2
Arcadia Wealth Management, LLC69+22.7 %71 %24322,747,4
NEW VERNON INVESTMENT MANAGEMENT LLC71+22.6 %84 %68422,673,5
Kooman & Associates73+22.3 %80 %44322,355,3
TCG Crossover Management, LLC76+22.3 %65 %48122,335,6
BRIGHT VALLEY CAPITAL Ltd77+22.2 %63 %30222,253,4
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC78+22.2 %80 %30922,262,5
RiverGlades Family Offices LLC79+22.1 %77 %113722,158,9
ADAPT Investment Managers SA82+22.0 %68 %28322,054,4
Arkfeld Wealth Strategies, L.L.C.84+21.9 %72 %116321,968,6
Financial Symmetry Inc87+21.8 %68 %22521,859,1
Meritas Wealth Management, LLC88+21.8 %78 %32321,855,9
Dauntless Investment Group, LLC90+21.7 %60 %62521,745,4
REAVES W H & CO INC93+21.5 %76 %119421,542,8
Sourcerock Group LLC95+21.4 %65 %120221,471,3
Robocap Asset Management Ltd99+21.3 %68 %34321,348,0
Rivermont Capital Management LP100+21.3 %73 %59521,351,5
DIAMANT ASSET MANAGEMENT, INC.101+21.2 %80 %154521,241,2
STONEBRIDGE CAPITAL MANAGEMENT INC103+21.2 %76 %99221,266,9
Asset Allocation Strategies LLC104+21.1 %75 %32221,153,9
Cardinal Strategic Wealth Guidance105+21.1 %77 %57321,163,1
Shoker Investment Counsel, Inc.106+21.1 %84 %111221,163,6
William Howard & Co Financial Advisors Inc107+21.1 %71 %21121,167,8
J HAGAN CAPITAL, INC.108+21.1 %62 %21421,154,0
Catalio Capital Management, LP109+21.1 %61 %38421,144,5
Brightwater Advisory LLC110+21.0 %86 %22121,071,9
LifePlan Investment Advisors, Inc.111+21.0 %78 %32421,066,8
KITCHING PARTNERS, LLC113+20.9 %67 %24420,960,3
Slate Path Capital LP114+20.9 %61 %145620,947,9
Orca Wealth Management, LLC116+20.8 %76 %59720,867,6
HRC WEALTH MANAGEMENT, LLC117+20.8 %68 %25320,858,1
VERITY Wealth Advisors118+20.7 %72 %32120,759,1
BROOKS, MOORE & ASSOCIATES, INC.121+20.6 %81 %120420,650,9
Grand Alliance Asset Management Ltd122+20.6 %57 %21320,637,5
KAYNE ANDERSON CAPITAL ADVISORS LP124+20.5 %78 %129720,559,0
Sagil Capital LLP125+20.5 %72 %71120,536,2
PEREGRINE INVESTMENT MANAGEMENT INC126+20.5 %63 %24620,551,1
VAUGHAN & Co SECURITIES, INC.127+20.4 %84 %50220,457,3
SWP FINANCIAL LLC128+20.4 %83 %24320,458,4
Avid Wealth Partners LLC129+20.4 %77 %22820,461,6
UNICOM Systems, Inc.130+20.3 %70 %27620,348,6
KEATING INVESTMENT COUNSELORS INC131+20.2 %78 %109220,263,3
VIKING FUND MANAGEMENT LLC133+20.2 %74 %223320,236,8
Adams Wealth Management134+20.2 %69 %106620,257,4
Northwest Quadrant Wealth Management, LLC135+20.1 %79 %82520,153,4
ALKEME WEALTH, LLC136+20.1 %83 %90220,155,0
Cherokee Insurance Co137+20.0 %82 %118520,048,1
Chaney Capital Management, Inc.138+20.0 %73 %30420,066,1
Recurrent Investment Advisors LLC139+20.0 %69 %96320,050,5
Albar Capital Partners LLP140+20.0 %71 %281020,056,9
QV Investors Inc.142+19.9 %80 %100219,940,4
Provident Wealth Management, LLC143+19.9 %64 %471019,964,7
Bull Street Advisors, LLC144+19.8 %83 %87119,8
Aull & Monroe Investment Management Corp145+19.8 %82 %141219,851,7
Vawter Financial, Ltd.148+19.8 %73 %33219,854,4
Styrax Capital, LP149+19.8 %70 %46419,849,9
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