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)
 └─ Aktie
Fonds (Track-Record)RangHist. ExcessTreffernAktieTickerSektorPortf.-Gewicht %Stimmkontrolle %GCSGCS-TrendTop-Fonds-ClusterMehr
SHAH CAPITAL MANAGEMENTSHAH CAPITAL MANAGEMENT13+31.8 %65 %200,3810032,9—1
Elicio Therapeutics, Inc.SHAH CAPITAL MANAGEMENT13+31.8 %65 %20Elicio Therapeutics, Inc.ELTXGesundheit0,3810032,91🔍 🎯 🏛️ 🏆
PING CAPITAL MANAGEMENT, INC.PING CAPITAL MANAGEMENT, INC.41+26.1 %76 %680,1510045,2—1
ALBEMARLE CORPPING CAPITAL MANAGEMENT, INC.41+26.1 %76 %68ALBEMARLE CORPALBRohstoffe0,2310044,61🔍 🎯 🏛️ 🏆
KONINKLIJKE PHILIPS NVPING CAPITAL MANAGEMENT, INC.41+26.1 %76 %68KONINKLIJKE PHILIPS NVPHGGesundheit0,1510058,61🔍 🎯 🏛️ 🏆
American Airlines Group Inc.PING CAPITAL MANAGEMENT, INC.41+26.1 %76 %68American Airlines Group Inc.AALIndustrie & Transport0,1510039,31🔍 🎯 🏛️ 🏆
ALASKA AIR GROUP, INC.PING CAPITAL MANAGEMENT, INC.41+26.1 %76 %68ALASKA AIR GROUP, INC.ALKIndustrie & Transport0,0810038,41🔍 🎯 🏛️ 🏆
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.PPS&V ASSET MANAGEMENT CONSULTANTS, INC.45+25.5 %71 %210,15060,5—1
SPACE EXPLORATION TECHNOLOGIES CORPPPS&V ASSET MANAGEMENT CONSULTANTS, INC.45+25.5 %71 %21SPACE EXPLORATION TECHNOLOGIES CORPSPCXIndustrie & Transport0,16058,41🔍 🎯 🏛️ 🏆
BRISTOL MYERS SQUIBB COPPS&V ASSET MANAGEMENT CONSULTANTS, INC.45+25.5 %71 %21BRISTOL MYERS SQUIBB COBMYGesundheit0,13062,51🔍 🎯 🏛️ 🏆
Keystone Financial Planning, Inc.Keystone Financial Planning, Inc.61+23.7 %84 %672,31061,2—1
PPL CorpKeystone Financial Planning, Inc.61+23.7 %84 %67PPL CorpPPLVersorger2,31061,21🔍 🎯 🏛️ 🏆
SL ADVISORS, LLCSL ADVISORS, LLC68+22.9 %76 %622,11045,9—1
Prairie Operating Co.SL ADVISORS, LLC68+22.9 %76 %62Prairie Operating Co.PROPEnergie2,11045,91🔍 🎯 🏛️ 🏆
SEARCY FINANCIAL SERVICES INC /ADVSEARCY FINANCIAL SERVICES INC /ADV81+21.9 %68 %220,12057,6—1
Meta Platforms, Inc.SEARCY FINANCIAL SERVICES INC /ADV81+21.9 %68 %22Meta Platforms, Inc.METAKommunikation & Medien0,12057,61🔍 🎯 🏛️ 🏆
Adams Asset Advisors, LLCAdams Asset Advisors, LLC93+21.4 %71 %1010,249554,0—1
MCDONALDS CORPAdams Asset Advisors, LLC93+21.4 %71 %101MCDONALDS CORPMCDZyklischer Konsum0,438757,41🔍 🎯 🏛️ 🏆
RAYONIER INCAdams Asset Advisors, LLC93+21.4 %71 %101RAYONIER INCRYNImmobilien0,319364,91🔍 🎯 🏛️ 🏆
KKR & Co. Inc.Adams Asset Advisors, LLC93+21.4 %71 %101KKR & Co. Inc.KKRInvestmentvehikel0,1010043,41🔍 🎯 🏛️ 🏆
Blackstone Inc.Adams Asset Advisors, LLC93+21.4 %71 %101Blackstone Inc.BXInvestmentvehikel0,1010050,21🔍 🎯 🏛️ 🏆
DKM Wealth Management, Inc.DKM Wealth Management, Inc.104+21.0 %75 %280,18057,9—1
AGILENT TECHNOLOGIES, INC.DKM Wealth Management, Inc.104+21.0 %75 %28AGILENT TECHNOLOGIES, INC.ATechnologie0,20061,51🔍 🎯 🏛️ 🏆
BARRICK MINING CORPDKM Wealth Management, Inc.104+21.0 %75 %28BARRICK MINING CORPBRohstoffe0,16054,21🔍 🎯 🏛️ 🏆
UNICOM Systems, Inc.UNICOM Systems, Inc.110+20.7 %71 %282,25100—1
SK hynix Inc.UNICOM Systems, Inc.110+20.7 %71 %28SK hynix Inc.SKHYTechnologie2,25100—1🔍 🎯 🏛️ 🏆
Trinity Wealth Management, LLCTrinity Wealth Management, LLC126+20.1 %70 %200,13060,9—1
APPLIED MATERIALS INC /DETrinity Wealth Management, LLC126+20.1 %70 %20APPLIED MATERIALS INC /DEAMATTechnologie0,21060,31🔍 🎯 🏛️ 🏆
COCA COLA COTrinity Wealth Management, LLC126+20.1 %70 %20COCA COLA COKOBasiskonsum0,16067,71🔍 🎯 🏛️ 🏆
MARKEL GROUP INC.Trinity Wealth Management, LLC126+20.1 %70 %20MARKEL GROUP INC.MKLFinanzen0,14056,71🔍 🎯 🏛️ 🏆
LINDE PLCTrinity Wealth Management, LLC126+20.1 %70 %20LINDE PLCLINRohstoffe0,11054,61🔍 🎯 🏛️ 🏆
IRON MOUNTAIN INCTrinity Wealth Management, LLC126+20.1 %70 %20IRON MOUNTAIN INCIRMImmobilien0,10057,21🔍 🎯 🏛️ 🏆
AUTOMATIC DATA PROCESSING INCTrinity Wealth Management, LLC126+20.1 %70 %20AUTOMATIC DATA PROCESSING INCADPIndustrie & Transport0,09075,01🔍 🎯 🏛️ 🏆
VERIZON COMMUNICATIONS INCTrinity Wealth Management, LLC126+20.1 %70 %20VERIZON COMMUNICATIONS INCVZKommunikation & Medien0,08054,71🔍 🎯 🏛️ 🏆
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