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 %200,3810033,1—1
Elicio Therapeutics, Inc.SHAH CAPITAL MANAGEMENT13+31.8 %65 %20Elicio Therapeutics, Inc.ELTXGesundheit0,3810033,11🔍 🎯 🏛️ 🏆
FOUNDATION RESOURCE MANAGEMENT INCFOUNDATION RESOURCE MANAGEMENT INC39+26.3 %81 %670,0210072,3—1
MURPHY OIL CORPFOUNDATION RESOURCE MANAGEMENT INC39+26.3 %81 %67MURPHY OIL CORPMUREnergie0,0210072,31🔍 🎯 🏛️ 🏆
PING CAPITAL MANAGEMENT, INC.PING CAPITAL MANAGEMENT, INC.41+26.1 %76 %680,1510045,4—1
ALBEMARLE CORPPING CAPITAL MANAGEMENT, INC.41+26.1 %76 %68ALBEMARLE CORPALBRohstoffe0,2310046,21🔍 🎯 🏛️ 🏆
KONINKLIJKE PHILIPS NVPING CAPITAL MANAGEMENT, INC.41+26.1 %76 %68KONINKLIJKE PHILIPS NVPHGGesundheit0,1510058,81🔍 🎯 🏛️ 🏆
American Airlines Group Inc.PING CAPITAL MANAGEMENT, INC.41+26.1 %76 %68American Airlines Group Inc.AALIndustrie & Transport0,1510038,81🔍 🎯 🏛️ 🏆
ALASKA AIR GROUP, INC.PING CAPITAL MANAGEMENT, INC.41+26.1 %76 %68ALASKA AIR GROUP, INC.ALKIndustrie & Transport0,0810037,91🔍 🎯 🏛️ 🏆
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.PPS&V ASSET MANAGEMENT CONSULTANTS, INC.45+25.5 %71 %210,15060,2—2
SPACE EXPLORATION TECHNOLOGIES CORPPPS&V ASSET MANAGEMENT CONSULTANTS, INC.45+25.5 %71 %21SPACE EXPLORATION TECHNOLOGIES CORPSPCXIndustrie & Transport0,16057,12🔍 🎯 🏛️ 🏆
BRISTOL MYERS SQUIBB COPPS&V ASSET MANAGEMENT CONSULTANTS, INC.45+25.5 %71 %21BRISTOL MYERS SQUIBB COBMYGesundheit0,13063,21🔍 🎯 🏛️ 🏆
Blankinship & Foster, LLCBlankinship & Foster, LLC51+25.0 %78 %890,09055,2—1
Global Net Lease, Inc.Blankinship & Foster, LLC51+25.0 %78 %89Global Net Lease, Inc.GNLImmobilien0,09059,21🔍 🎯 🏛️ 🏆
KINROSS GOLD CORPBlankinship & Foster, LLC51+25.0 %78 %89KINROSS GOLD CORPKGCRohstoffe0,09051,11🔍 🎯 🏛️ 🏆
Keystone Financial Planning, Inc.Keystone Financial Planning, Inc.61+23.7 %84 %672,31062,3—1
PPL CorpKeystone Financial Planning, Inc.61+23.7 %84 %67PPL CorpPPLVersorger2,31062,31🔍 🎯 🏛️ 🏆
ENZI WEALTHENZI WEALTH62+23.6 %80 %600,08053,2—1
VALERO ENERGY CORP/TXENZI WEALTH62+23.6 %80 %60VALERO ENERGY CORP/TXVLOEnergie0,09054,21🔍 🎯 🏛️ 🏆
GoDaddy Inc.ENZI WEALTH62+23.6 %80 %60GoDaddy Inc.GDDYTechnologie0,07052,11🔍 🎯 🏛️ 🏆
SL ADVISORS, LLCSL ADVISORS, LLC68+22.9 %76 %622,11047,3—1
Prairie Operating Co.SL ADVISORS, LLC68+22.9 %76 %62Prairie Operating Co.PROPEnergie2,11047,31🔍 🎯 🏛️ 🏆
Talbot Financial, LLCTalbot Financial, LLC76+22.3 %73 %920,02051,0—2
Marathon Petroleum CorpTalbot Financial, LLC76+22.3 %73 %92Marathon Petroleum CorpMPCEnergie0,02051,02🔍 🎯 🏛️ 🏆
SEARCY FINANCIAL SERVICES INC /ADVSEARCY FINANCIAL SERVICES INC /ADV81+21.9 %68 %220,12057,2—4
Meta Platforms, Inc.SEARCY FINANCIAL SERVICES INC /ADV81+21.9 %68 %22Meta Platforms, Inc.METAKommunikation & Medien0,12057,24🔍 🎯 🏛️ 🏆
Adams Asset Advisors, LLCAdams Asset Advisors, LLC93+21.4 %71 %1010,249553,1—1
MCDONALDS CORPAdams Asset Advisors, LLC93+21.4 %71 %101MCDONALDS CORPMCDZyklischer Konsum0,438757,81🔍 🎯 🏛️ 🏆
RAYONIER INCAdams Asset Advisors, LLC93+21.4 %71 %101RAYONIER INCRYNImmobilien0,319365,11🔍 🎯 🏛️ 🏆
Blackstone Inc.Adams Asset Advisors, LLC93+21.4 %71 %101Blackstone Inc.BXInvestmentvehikel0,1010047,01🔍 🎯 🏛️ 🏆
KKR & Co. Inc.Adams Asset Advisors, LLC93+21.4 %71 %101KKR & Co. Inc.KKRInvestmentvehikel0,1010042,31🔍 🎯 🏛️ 🏆
Meritas Wealth Management, LLCMeritas Wealth Management, LLC99+21.2 %79 %330,12060,6—4
VERTEX PHARMACEUTICALS INC / MAMeritas Wealth Management, LLC99+21.2 %79 %33VERTEX PHARMACEUTICALS INC / MAVRTXGesundheit0,23056,51🔍 🎯 🏛️ 🏆
CISCO SYSTEMS, INC.Meritas Wealth Management, LLC99+21.2 %79 %33CISCO SYSTEMS, INC.CSCOTechnologie0,14066,51🔍 🎯 🏛️ 🏆
Palo Alto Networks IncMeritas Wealth Management, LLC99+21.2 %79 %33Palo Alto Networks IncPANWTechnologie0,13055,41🔍 🎯 🏛️ 🏆
EXXON MOBIL CORPMeritas Wealth Management, LLC99+21.2 %79 %33EXXON MOBIL CORPXOMEnergie0,12060,11🔍 🎯 🏛️ 🏆
Seagate Technology Holdings plcMeritas Wealth Management, LLC99+21.2 %79 %33Seagate Technology Holdings plcSTXTechnologie0,11058,11🔍 🎯 🏛️ 🏆
Meta Platforms, Inc.Meritas Wealth Management, LLC99+21.2 %79 %33Meta Platforms, Inc.METAKommunikation & Medien0,11057,24🔍 🎯 🏛️ 🏆
Parker-Hannifin CorpMeritas Wealth Management, LLC99+21.2 %79 %33Parker-Hannifin CorpPHIndustrie & Transport0,10064,91🔍 🎯 🏛️ 🏆
Merck & Co., Inc.Meritas Wealth Management, LLC99+21.2 %79 %33Merck & Co., Inc.MRKGesundheit0,09067,41🔍 🎯 🏛️ 🏆
TotalEnergies SEMeritas Wealth Management, LLC99+21.2 %79 %33TotalEnergies SETTEEnergie0,08059,41🔍 🎯 🏛️ 🏆
Arkfeld Wealth Strategies, L.L.C.Arkfeld Wealth Strategies, L.L.C.102+21.1 %71 %1260,84054,5—4
COMMERCE BANCSHARES INC /MO/Arkfeld Wealth Strategies, L.L.C.102+21.1 %71 %126COMMERCE BANCSHARES INC /MO/CBSHFinanzen3,44070,11🔍 🎯 🏛️ 🏆
NIKE, Inc.Arkfeld Wealth Strategies, L.L.C.102+21.1 %71 %126NIKE, Inc.NKEZyklischer Konsum1,08037,81🔍 🎯 🏛️ 🏆
RB GLOBAL INC.Arkfeld Wealth Strategies, L.L.C.102+21.1 %71 %126RB GLOBAL INC.RBAZyklischer Konsum0,22045,41🔍 🎯 🏛️ 🏆
O REILLY AUTOMOTIVE INCArkfeld Wealth Strategies, L.L.C.102+21.1 %71 %126O REILLY AUTOMOTIVE INCORLYZyklischer Konsum0,12065,81🔍 🎯 🏛️ 🏆
NETFLIX INCArkfeld Wealth Strategies, L.L.C.102+21.1 %71 %126NETFLIX INCNFLXKommunikation & Medien0,11050,61🔍 🎯 🏛️ 🏆
Meta Platforms, Inc.Arkfeld Wealth Strategies, L.L.C.102+21.1 %71 %126Meta Platforms, Inc.METAKommunikation & Medien0,06057,24🔍 🎯 🏛️ 🏆
DKM Wealth Management, Inc.DKM Wealth Management, Inc.104+21.0 %75 %280,18059,2—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 CORPBRohstoffe0,16056,81🔍 🎯 🏛️ 🏆
UNICOM Systems, Inc.UNICOM Systems, Inc.110+20.7 %71 %282,2510036,0—1
SK hynix Inc.UNICOM Systems, Inc.110+20.7 %71 %28SK hynix Inc.SKHYTechnologie2,2510036,01🔍 🎯 🏛️ 🏆
VIKING FUND MANAGEMENT LLCVIKING FUND MANAGEMENT LLC123+20.2 %73 %2300,3010054,8—2
HUBBELL INCVIKING FUND MANAGEMENT LLC123+20.2 %73 %230HUBBELL INCHUBBIndustrie & Transport0,8710058,51🔍 🎯 🏛️ 🏆
MICROCHIP TECHNOLOGY INCVIKING FUND MANAGEMENT LLC123+20.2 %73 %230MICROCHIP TECHNOLOGY INCMCHPTechnologie0,7510048,21🔍 🎯 🏛️ 🏆
T-Mobile US, Inc.VIKING FUND MANAGEMENT LLC123+20.2 %73 %230T-Mobile US, Inc.TMUSKommunikation & Medien0,4310056,41🔍 🎯 🏛️ 🏆
SPACE EXPLORATION TECHNOLOGIES CORPVIKING FUND MANAGEMENT LLC123+20.2 %73 %230SPACE EXPLORATION TECHNOLOGIES CORPSPCXIndustrie & Transport0,1210057,12🔍 🎯 🏛️ 🏆
Fervo Energy CoVIKING FUND MANAGEMENT LLC123+20.2 %73 %230Fervo Energy CoFRVOVersorger0,0710044,91🔍 🎯 🏛️ 🏆
ETHAN ALLEN INTERIORS INCVIKING FUND MANAGEMENT LLC123+20.2 %73 %230ETHAN ALLEN INTERIORS INCETDZyklischer Konsum0,0510055,21🔍 🎯 🏛️ 🏆
SANFILIPPO JOHN B & SON INCVIKING FUND MANAGEMENT LLC123+20.2 %73 %230SANFILIPPO JOHN B & SON INCJBSSBasiskonsum0,0510063,61🔍 🎯 🏛️ 🏆
Gentherm IncVIKING FUND MANAGEMENT LLC123+20.2 %73 %230Gentherm IncTHRMZyklischer Konsum0,0210054,81🔍 🎯 🏛️ 🏆
Trinity Wealth Management, LLCTrinity Wealth Management, LLC126+20.1 %70 %200,13061,8—1
APPLIED MATERIALS INC /DETrinity Wealth Management, LLC126+20.1 %70 %20APPLIED MATERIALS INC /DEAMATTechnologie0,21063,11🔍 🎯 🏛️ 🏆
COCA COLA COTrinity Wealth Management, LLC126+20.1 %70 %20COCA COLA COKOBasiskonsum0,16069,21🔍 🎯 🏛️ 🏆
MARKEL GROUP INC.Trinity Wealth Management, LLC126+20.1 %70 %20MARKEL GROUP INC.MKLFinanzen0,14057,41🔍 🎯 🏛️ 🏆
LINDE PLCTrinity Wealth Management, LLC126+20.1 %70 %20LINDE PLCLINRohstoffe0,11055,11🔍 🎯 🏛️ 🏆
IRON MOUNTAIN INCTrinity Wealth Management, LLC126+20.1 %70 %20IRON MOUNTAIN INCIRMImmobilien0,10056,01🔍 🎯 🏛️ 🏆
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 & Medien0,08056,71🔍 🎯 🏛️ 🏆
KEATING INVESTMENT COUNSELORS INCKEATING INVESTMENT COUNSELORS INC130+20.1 %78 %1120,067757,8—2
Shell plcKEATING INVESTMENT COUNSELORS INC130+20.1 %78 %112Shell plcSHELEnergie0,063053,51🔍 🎯 🏛️ 🏆
SKYWORKS SOLUTIONS, INC.KEATING INVESTMENT COUNSELORS INC130+20.1 %78 %112SKYWORKS SOLUTIONS, INC.SWKSTechnologie0,0610051,11🔍 🎯 🏛️ 🏆
AMAZON COM INCKEATING INVESTMENT COUNSELORS INC130+20.1 %78 %112AMAZON COM INCAMZNZyklischer Konsum0,0510068,72🔍 🎯 🏛️ 🏆
Columbus Macro, LLCColumbus Macro, LLC137+19.9 %77 %1620,5010059,6—1
PEMBINA PIPELINE CORPColumbus Macro, LLC137+19.9 %77 %162PEMBINA PIPELINE CORPPBAEnergie0,8910062,51🔍 🎯 🏛️ 🏆
Rexford Industrial Realty, Inc.Columbus Macro, LLC137+19.9 %77 %162Rexford Industrial Realty, Inc.REXRImmobilien0,8510065,21🔍 🎯 🏛️ 🏆
South Bow CorpColumbus Macro, LLC137+19.9 %77 %162South Bow CorpSOBOEnergie0,6910038,31🔍 🎯 🏛️ 🏆
ANALOG DEVICES INCColumbus Macro, LLC137+19.9 %77 %162ANALOG DEVICES INCADITechnologie0,5210063,81🔍 🎯 🏛️ 🏆
EXPEDITORS INTERNATIONAL OF WASHINGTON INCColumbus Macro, LLC137+19.9 %77 %162EXPEDITORS INTERNATIONAL OF WASHINGTON INCEXPDIndustrie & Transport0,0310065,51🔍 🎯 🏛️ 🏆
MCKESSON CORPColumbus Macro, LLC137+19.9 %77 %162MCKESSON CORPMCKGesundheit0,0210062,01🔍 🎯 🏛️ 🏆
Orca Wealth Management, LLCOrca Wealth Management, LLC143+19.9 %73 %630,2110058,3—4
STIFEL FINANCIAL CORPOrca Wealth Management, LLC143+19.9 %73 %63STIFEL FINANCIAL CORPSFFinanzen0,4710066,61🔍 🎯 🏛️ 🏆
AMAZON COM INCOrca Wealth Management, LLC143+19.9 %73 %63AMAZON COM INCAMZNZyklischer Konsum0,1510068,72🔍 🎯 🏛️ 🏆
Marathon Petroleum CorpOrca Wealth Management, LLC143+19.9 %73 %63Marathon Petroleum CorpMPCEnergie0,1510051,02🔍 🎯 🏛️ 🏆
Palantir Technologies Inc.Orca Wealth Management, LLC143+19.9 %73 %63Palantir Technologies Inc.PLTRTechnologie0,1410047,91🔍 🎯 🏛️ 🏆
Meta Platforms, Inc.Orca Wealth Management, LLC143+19.9 %73 %63Meta Platforms, Inc.METAKommunikation & Medien0,1210057,24🔍 🎯 🏛️ 🏆
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