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.

Sektor
 └─ Fonds (Track-Record)
  └─ Aktie
SektorFonds (Track-Record)RangHist. ExcessTreffernAktieTickerSektorPortf.-Gewicht %Stimmkontrolle %GCSGCS-TrendTop-Fonds-ClusterMehr
GesundheitGesundheit0,175056,8—1
SHAH CAPITAL MANAGEMENTGesundheitSHAH CAPITAL MANAGEMENT13+31.8 %65 %200,3810033,1—1
Elicio Therapeutics, Inc.GesundheitSHAH CAPITAL MANAGEMENT13+31.8 %65 %20Elicio Therapeutics, Inc.ELTXGesundheit0,3810033,11🔍 🎯 🏛️ 🏆
PING CAPITAL MANAGEMENT, INC.GesundheitPING CAPITAL MANAGEMENT, INC.41+26.1 %76 %680,1510058,8—1
KONINKLIJKE PHILIPS NVGesundheitPING CAPITAL MANAGEMENT, INC.41+26.1 %76 %68KONINKLIJKE PHILIPS NVPHGGesundheit0,1510058,81🔍 🎯 🏛️ 🏆
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.GesundheitPPS&V ASSET MANAGEMENT CONSULTANTS, INC.45+25.5 %71 %210,13063,2—1
BRISTOL MYERS SQUIBB COGesundheitPPS&V ASSET MANAGEMENT CONSULTANTS, INC.45+25.5 %71 %21BRISTOL MYERS SQUIBB COBMYGesundheit0,13063,21🔍 🎯 🏛️ 🏆
Meritas Wealth Management, LLCGesundheitMeritas Wealth Management, LLC99+21.2 %79 %330,16062,0—1
VERTEX PHARMACEUTICALS INC / MAGesundheitMeritas Wealth Management, LLC99+21.2 %79 %33VERTEX PHARMACEUTICALS INC / MAVRTXGesundheit0,23056,51🔍 🎯 🏛️ 🏆
Merck & Co., Inc.GesundheitMeritas Wealth Management, LLC99+21.2 %79 %33Merck & Co., Inc.MRKGesundheit0,09067,41🔍 🎯 🏛️ 🏆
Columbus Macro, LLCGesundheitColumbus Macro, LLC137+19.9 %77 %1620,0210062,0—1
MCKESSON CORPGesundheitColumbus Macro, LLC137+19.9 %77 %162MCKESSON CORPMCKGesundheit0,0210062,01🔍 🎯 🏛️ 🏆
EnergieEnergie0,424355,0—2
FOUNDATION RESOURCE MANAGEMENT INCEnergieFOUNDATION RESOURCE MANAGEMENT INC39+26.3 %81 %670,0210072,3—1
MURPHY OIL CORPEnergieFOUNDATION RESOURCE MANAGEMENT INC39+26.3 %81 %67MURPHY OIL CORPMUREnergie0,0210072,31🔍 🎯 🏛️ 🏆
ENZI WEALTHEnergieENZI WEALTH62+23.6 %80 %600,09054,2—1
VALERO ENERGY CORP/TXEnergieENZI WEALTH62+23.6 %80 %60VALERO ENERGY CORP/TXVLOEnergie0,09054,21🔍 🎯 🏛️ 🏆
SL ADVISORS, LLCEnergieSL ADVISORS, LLC68+22.9 %76 %622,11047,3—1
Prairie Operating Co.EnergieSL ADVISORS, LLC68+22.9 %76 %62Prairie Operating Co.PROPEnergie2,11047,31🔍 🎯 🏛️ 🏆
Talbot Financial, LLCEnergieTalbot Financial, LLC76+22.3 %73 %920,02051,0—2
Marathon Petroleum CorpEnergieTalbot Financial, LLC76+22.3 %73 %92Marathon Petroleum CorpMPCEnergie0,02051,02🔍 🎯 🏛️ 🏆
Meritas Wealth Management, LLCEnergieMeritas Wealth Management, LLC99+21.2 %79 %330,10059,8—1
EXXON MOBIL CORPEnergieMeritas Wealth Management, LLC99+21.2 %79 %33EXXON MOBIL CORPXOMEnergie0,12060,11🔍 🎯 🏛️ 🏆
TotalEnergies SEEnergieMeritas Wealth Management, LLC99+21.2 %79 %33TotalEnergies SETTEEnergie0,08059,41🔍 🎯 🏛️ 🏆
KEATING INVESTMENT COUNSELORS INCEnergieKEATING INVESTMENT COUNSELORS INC130+20.1 %78 %1120,063053,5—1
Shell plcEnergieKEATING INVESTMENT COUNSELORS INC130+20.1 %78 %112Shell plcSHELEnergie0,063053,51🔍 🎯 🏛️ 🏆
Columbus Macro, LLCEnergieColumbus Macro, LLC137+19.9 %77 %1620,7910050,4—1
PEMBINA PIPELINE CORPEnergieColumbus Macro, LLC137+19.9 %77 %162PEMBINA PIPELINE CORPPBAEnergie0,8910062,51🔍 🎯 🏛️ 🏆
South Bow CorpEnergieColumbus Macro, LLC137+19.9 %77 %162South Bow CorpSOBOEnergie0,6910038,31🔍 🎯 🏛️ 🏆
Orca Wealth Management, LLCEnergieOrca Wealth Management, LLC143+19.9 %73 %630,1510051,0—2
Marathon Petroleum CorpEnergieOrca Wealth Management, LLC143+19.9 %73 %63Marathon Petroleum CorpMPCEnergie0,1510051,02🔍 🎯 🏛️ 🏆
RohstoffeRohstoffe0,152552,3—1
PING CAPITAL MANAGEMENT, INC.RohstoffePING CAPITAL MANAGEMENT, INC.41+26.1 %76 %680,2310046,2—1
ALBEMARLE CORPRohstoffePING CAPITAL MANAGEMENT, INC.41+26.1 %76 %68ALBEMARLE CORPALBRohstoffe0,2310046,21🔍 🎯 🏛️ 🏆
Blankinship & Foster, LLCRohstoffeBlankinship & Foster, LLC51+25.0 %78 %890,09051,1—1
KINROSS GOLD CORPRohstoffeBlankinship & Foster, LLC51+25.0 %78 %89KINROSS GOLD CORPKGCRohstoffe0,09051,11🔍 🎯 🏛️ 🏆
DKM Wealth Management, Inc.RohstoffeDKM Wealth Management, Inc.104+21.0 %75 %280,16056,8—1
BARRICK MINING CORPRohstoffeDKM Wealth Management, Inc.104+21.0 %75 %28BARRICK MINING CORPBRohstoffe0,16056,81🔍 🎯 🏛️ 🏆
Trinity Wealth Management, LLCRohstoffeTrinity Wealth Management, LLC126+20.1 %70 %200,11055,1—1
LINDE PLCRohstoffeTrinity Wealth Management, LLC126+20.1 %70 %20LINDE PLCLINRohstoffe0,11055,11🔍 🎯 🏛️ 🏆
Industrie & TransportIndustrie & Transport0,206356,9—2
PING CAPITAL MANAGEMENT, INC.Industrie & TransportPING CAPITAL MANAGEMENT, INC.41+26.1 %76 %680,1110038,3—1
American Airlines Group Inc.Industrie & TransportPING CAPITAL MANAGEMENT, INC.41+26.1 %76 %68American Airlines Group Inc.AALIndustrie & Transport0,1510038,81🔍 🎯 🏛️ 🏆
ALASKA AIR GROUP, INC.Industrie & TransportPING CAPITAL MANAGEMENT, INC.41+26.1 %76 %68ALASKA AIR GROUP, INC.ALKIndustrie & Transport0,0810037,91🔍 🎯 🏛️ 🏆
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.Industrie & TransportPPS&V ASSET MANAGEMENT CONSULTANTS, INC.45+25.5 %71 %210,16057,1—2
SPACE EXPLORATION TECHNOLOGIES CORPIndustrie & TransportPPS&V ASSET MANAGEMENT CONSULTANTS, INC.45+25.5 %71 %21SPACE EXPLORATION TECHNOLOGIES CORPSPCXIndustrie & Transport0,16057,12🔍 🎯 🏛️ 🏆
Meritas Wealth Management, LLCIndustrie & TransportMeritas Wealth Management, LLC99+21.2 %79 %330,10064,9—1
Parker-Hannifin CorpIndustrie & TransportMeritas Wealth Management, LLC99+21.2 %79 %33Parker-Hannifin CorpPHIndustrie & Transport0,10064,91🔍 🎯 🏛️ 🏆
VIKING FUND MANAGEMENT LLCIndustrie & TransportVIKING FUND MANAGEMENT LLC123+20.2 %73 %2300,5010057,8—2
HUBBELL INCIndustrie & TransportVIKING FUND MANAGEMENT LLC123+20.2 %73 %230HUBBELL INCHUBBIndustrie & Transport0,8710058,51🔍 🎯 🏛️ 🏆
SPACE EXPLORATION TECHNOLOGIES CORPIndustrie & TransportVIKING FUND MANAGEMENT LLC123+20.2 %73 %230SPACE EXPLORATION TECHNOLOGIES CORPSPCXIndustrie & Transport0,1210057,12🔍 🎯 🏛️ 🏆
Trinity Wealth Management, LLCIndustrie & TransportTrinity Wealth Management, LLC126+20.1 %70 %200,09075,0—1
AUTOMATIC DATA PROCESSING INCIndustrie & TransportTrinity Wealth Management, LLC126+20.1 %70 %20AUTOMATIC DATA PROCESSING INCADPIndustrie & Transport0,09075,01🔍 🎯 🏛️ 🏆
Columbus Macro, LLCIndustrie & TransportColumbus Macro, LLC137+19.9 %77 %1620,0310065,5—1
EXPEDITORS INTERNATIONAL OF WASHINGTON INCIndustrie & TransportColumbus Macro, LLC137+19.9 %77 %162EXPEDITORS INTERNATIONAL OF WASHINGTON INCEXPDIndustrie & Transport0,0310065,51🔍 🎯 🏛️ 🏆
ImmobilienImmobilien0,344861,4—1
Blankinship & Foster, LLCImmobilienBlankinship & Foster, LLC51+25.0 %78 %890,09059,2—1
Global Net Lease, Inc.ImmobilienBlankinship & Foster, LLC51+25.0 %78 %89Global Net Lease, Inc.GNLImmobilien0,09059,21🔍 🎯 🏛️ 🏆
Adams Asset Advisors, LLCImmobilienAdams Asset Advisors, LLC93+21.4 %71 %1010,319365,1—1
RAYONIER INCImmobilienAdams Asset Advisors, LLC93+21.4 %71 %101RAYONIER INCRYNImmobilien0,319365,11🔍 🎯 🏛️ 🏆
Trinity Wealth Management, LLCImmobilienTrinity Wealth Management, LLC126+20.1 %70 %200,10056,0—1
IRON MOUNTAIN INCImmobilienTrinity Wealth Management, LLC126+20.1 %70 %20IRON MOUNTAIN INCIRMImmobilien0,10056,01🔍 🎯 🏛️ 🏆
Columbus Macro, LLCImmobilienColumbus Macro, LLC137+19.9 %77 %1620,8510065,2—1
Rexford Industrial Realty, Inc.ImmobilienColumbus Macro, LLC137+19.9 %77 %162Rexford Industrial Realty, Inc.REXRImmobilien0,8510065,21🔍 🎯 🏛️ 🏆
VersorgerVersorger1,195053,6—1
Keystone Financial Planning, Inc.VersorgerKeystone Financial Planning, Inc.61+23.7 %84 %672,31062,3—1
PPL CorpVersorgerKeystone Financial Planning, Inc.61+23.7 %84 %67PPL CorpPPLVersorger2,31062,31🔍 🎯 🏛️ 🏆
VIKING FUND MANAGEMENT LLCVersorgerVIKING FUND MANAGEMENT LLC123+20.2 %73 %2300,0710044,9—1
Fervo Energy CoVersorgerVIKING FUND MANAGEMENT LLC123+20.2 %73 %230Fervo Energy CoFRVOVersorger0,0710044,91🔍 🎯 🏛️ 🏆
TechnologieTechnologie0,424554,9—1
ENZI WEALTHTechnologieENZI WEALTH62+23.6 %80 %600,07052,1—1
GoDaddy Inc.TechnologieENZI WEALTH62+23.6 %80 %60GoDaddy Inc.GDDYTechnologie0,07052,11🔍 🎯 🏛️ 🏆
Meritas Wealth Management, LLCTechnologieMeritas Wealth Management, LLC99+21.2 %79 %330,13060,0—1
CISCO SYSTEMS, INC.TechnologieMeritas Wealth Management, LLC99+21.2 %79 %33CISCO SYSTEMS, INC.CSCOTechnologie0,14066,51🔍 🎯 🏛️ 🏆
Palo Alto Networks IncTechnologieMeritas Wealth Management, LLC99+21.2 %79 %33Palo Alto Networks IncPANWTechnologie0,13055,41🔍 🎯 🏛️ 🏆
Seagate Technology Holdings plcTechnologieMeritas Wealth Management, LLC99+21.2 %79 %33Seagate Technology Holdings plcSTXTechnologie0,11058,11🔍 🎯 🏛️ 🏆
DKM Wealth Management, Inc.TechnologieDKM Wealth Management, Inc.104+21.0 %75 %280,20061,5—1
AGILENT TECHNOLOGIES, INC.TechnologieDKM Wealth Management, Inc.104+21.0 %75 %28AGILENT TECHNOLOGIES, INC.ATechnologie0,20061,51🔍 🎯 🏛️ 🏆
UNICOM Systems, Inc.TechnologieUNICOM Systems, Inc.110+20.7 %71 %282,2510036,0—1
SK hynix Inc.TechnologieUNICOM Systems, Inc.110+20.7 %71 %28SK hynix Inc.SKHYTechnologie2,2510036,01🔍 🎯 🏛️ 🏆
VIKING FUND MANAGEMENT LLCTechnologieVIKING FUND MANAGEMENT LLC123+20.2 %73 %2300,7510048,2—1
MICROCHIP TECHNOLOGY INCTechnologieVIKING FUND MANAGEMENT LLC123+20.2 %73 %230MICROCHIP TECHNOLOGY INCMCHPTechnologie0,7510048,21🔍 🎯 🏛️ 🏆
Trinity Wealth Management, LLCTechnologieTrinity Wealth Management, LLC126+20.1 %70 %200,21063,1—1
APPLIED MATERIALS INC /DETechnologieTrinity Wealth Management, LLC126+20.1 %70 %20APPLIED MATERIALS INC /DEAMATTechnologie0,21063,11🔍 🎯 🏛️ 🏆
KEATING INVESTMENT COUNSELORS INCTechnologieKEATING INVESTMENT COUNSELORS INC130+20.1 %78 %1120,0610051,1—1
SKYWORKS SOLUTIONS, INC.TechnologieKEATING INVESTMENT COUNSELORS INC130+20.1 %78 %112SKYWORKS SOLUTIONS, INC.SWKSTechnologie0,0610051,11🔍 🎯 🏛️ 🏆
Columbus Macro, LLCTechnologieColumbus Macro, LLC137+19.9 %77 %1620,5210063,8—1
ANALOG DEVICES INCTechnologieColumbus Macro, LLC137+19.9 %77 %162ANALOG DEVICES INCADITechnologie0,5210063,81🔍 🎯 🏛️ 🏆
Orca Wealth Management, LLCTechnologieOrca Wealth Management, LLC143+19.9 %73 %630,1410047,9—1
Palantir Technologies Inc.TechnologieOrca Wealth Management, LLC143+19.9 %73 %63Palantir Technologies Inc.PLTRTechnologie0,1410047,91🔍 🎯 🏛️ 🏆
Kommunikation & MedienKommunikation & Medien0,152956,1—4
SEARCY FINANCIAL SERVICES INC /ADVKommunikation & MedienSEARCY FINANCIAL SERVICES INC /ADV81+21.9 %68 %220,12057,2—4
Meta Platforms, Inc.Kommunikation & MedienSEARCY FINANCIAL SERVICES INC /ADV81+21.9 %68 %22Meta Platforms, Inc.METAKommunikation & Medien0,12057,24🔍 🎯 🏛️ 🏆
Meritas Wealth Management, LLCKommunikation & MedienMeritas Wealth Management, LLC99+21.2 %79 %330,11057,2—4
Meta Platforms, Inc.Kommunikation & MedienMeritas Wealth Management, LLC99+21.2 %79 %33Meta Platforms, Inc.METAKommunikation & Medien0,11057,24🔍 🎯 🏛️ 🏆
Arkfeld Wealth Strategies, L.L.C.Kommunikation & MedienArkfeld Wealth Strategies, L.L.C.102+21.1 %71 %1260,08053,9—4
NETFLIX INCKommunikation & MedienArkfeld Wealth Strategies, L.L.C.102+21.1 %71 %126NETFLIX INCNFLXKommunikation & Medien0,11050,61🔍 🎯 🏛️ 🏆
Meta Platforms, Inc.Kommunikation & MedienArkfeld Wealth Strategies, L.L.C.102+21.1 %71 %126Meta Platforms, Inc.METAKommunikation & Medien0,06057,24🔍 🎯 🏛️ 🏆
VIKING FUND MANAGEMENT LLCKommunikation & MedienVIKING FUND MANAGEMENT LLC123+20.2 %73 %2300,4310056,4—1
T-Mobile US, Inc.Kommunikation & MedienVIKING FUND MANAGEMENT LLC123+20.2 %73 %230T-Mobile US, Inc.TMUSKommunikation & Medien0,4310056,41🔍 🎯 🏛️ 🏆
Trinity Wealth Management, LLCKommunikation & MedienTrinity Wealth Management, LLC126+20.1 %70 %200,08056,7—1
VERIZON COMMUNICATIONS INCKommunikation & MedienTrinity Wealth Management, LLC126+20.1 %70 %20VERIZON COMMUNICATIONS INCVZKommunikation & Medien0,08056,71🔍 🎯 🏛️ 🏆
Orca Wealth Management, LLCKommunikation & MedienOrca Wealth Management, LLC143+19.9 %73 %630,1210057,2—4
Meta Platforms, Inc.Kommunikation & MedienOrca Wealth Management, LLC143+19.9 %73 %63Meta Platforms, Inc.METAKommunikation & Medien0,1210057,24🔍 🎯 🏛️ 🏆
Zyklischer KonsumZyklischer Konsum0,276156,8—2
Adams Asset Advisors, LLCZyklischer KonsumAdams Asset Advisors, LLC93+21.4 %71 %1010,438757,8—1
MCDONALDS CORPZyklischer KonsumAdams Asset Advisors, LLC93+21.4 %71 %101MCDONALDS CORPMCDZyklischer Konsum0,438757,81🔍 🎯 🏛️ 🏆
Arkfeld Wealth Strategies, L.L.C.Zyklischer KonsumArkfeld Wealth Strategies, L.L.C.102+21.1 %71 %1260,47049,7—1
NIKE, Inc.Zyklischer KonsumArkfeld Wealth Strategies, L.L.C.102+21.1 %71 %126NIKE, Inc.NKEZyklischer Konsum1,08037,81🔍 🎯 🏛️ 🏆
RB GLOBAL INC.Zyklischer KonsumArkfeld Wealth Strategies, L.L.C.102+21.1 %71 %126RB GLOBAL INC.RBAZyklischer Konsum0,22045,41🔍 🎯 🏛️ 🏆
O REILLY AUTOMOTIVE INCZyklischer KonsumArkfeld Wealth Strategies, L.L.C.102+21.1 %71 %126O REILLY AUTOMOTIVE INCORLYZyklischer Konsum0,12065,81🔍 🎯 🏛️ 🏆
VIKING FUND MANAGEMENT LLCZyklischer KonsumVIKING FUND MANAGEMENT LLC123+20.2 %73 %2300,0410055,0—1
ETHAN ALLEN INTERIORS INCZyklischer KonsumVIKING FUND MANAGEMENT LLC123+20.2 %73 %230ETHAN ALLEN INTERIORS INCETDZyklischer Konsum0,0510055,21🔍 🎯 🏛️ 🏆
Gentherm IncZyklischer KonsumVIKING FUND MANAGEMENT LLC123+20.2 %73 %230Gentherm IncTHRMZyklischer Konsum0,0210054,81🔍 🎯 🏛️ 🏆
KEATING INVESTMENT COUNSELORS INCZyklischer KonsumKEATING INVESTMENT COUNSELORS INC130+20.1 %78 %1120,0510068,7—2
AMAZON COM INCZyklischer KonsumKEATING INVESTMENT COUNSELORS INC130+20.1 %78 %112AMAZON COM INCAMZNZyklischer Konsum0,0510068,72🔍 🎯 🏛️ 🏆
Orca Wealth Management, LLCZyklischer KonsumOrca Wealth Management, LLC143+19.9 %73 %630,1510068,7—2
AMAZON COM INCZyklischer KonsumOrca Wealth Management, LLC143+19.9 %73 %63AMAZON COM INCAMZNZyklischer Konsum0,1510068,72🔍 🎯 🏛️ 🏆
InvestmentvehikelInvestmentvehikel0,1010044,7—1
Adams Asset Advisors, LLCInvestmentvehikelAdams Asset Advisors, LLC93+21.4 %71 %1010,1010044,7—1
Blackstone Inc.InvestmentvehikelAdams Asset Advisors, LLC93+21.4 %71 %101Blackstone Inc.BXInvestmentvehikel0,1010047,01🔍 🎯 🏛️ 🏆
KKR & Co. Inc.InvestmentvehikelAdams Asset Advisors, LLC93+21.4 %71 %101KKR & Co. Inc.KKRInvestmentvehikel0,1010042,31🔍 🎯 🏛️ 🏆
FinanzenFinanzen1,353364,7—1
Arkfeld Wealth Strategies, L.L.C.FinanzenArkfeld Wealth Strategies, L.L.C.102+21.1 %71 %1263,44070,1—1
COMMERCE BANCSHARES INC /MO/FinanzenArkfeld Wealth Strategies, L.L.C.102+21.1 %71 %126COMMERCE BANCSHARES INC /MO/CBSHFinanzen3,44070,11🔍 🎯 🏛️ 🏆
Trinity Wealth Management, LLCFinanzenTrinity Wealth Management, LLC126+20.1 %70 %200,14057,4—1
MARKEL GROUP INC.FinanzenTrinity Wealth Management, LLC126+20.1 %70 %20MARKEL GROUP INC.MKLFinanzen0,14057,41🔍 🎯 🏛️ 🏆
Orca Wealth Management, LLCFinanzenOrca Wealth Management, LLC143+19.9 %73 %630,4710066,6—1
STIFEL FINANCIAL CORPFinanzenOrca Wealth Management, LLC143+19.9 %73 %63STIFEL FINANCIAL CORPSFFinanzen0,4710066,61🔍 🎯 🏛️ 🏆
BasiskonsumBasiskonsum0,115066,4—1
VIKING FUND MANAGEMENT LLCBasiskonsumVIKING FUND MANAGEMENT LLC123+20.2 %73 %2300,0510063,6—1
SANFILIPPO JOHN B & SON INCBasiskonsumVIKING FUND MANAGEMENT LLC123+20.2 %73 %230SANFILIPPO JOHN B & SON INCJBSSBasiskonsum0,0510063,61🔍 🎯 🏛️ 🏆
Trinity Wealth Management, LLCBasiskonsumTrinity Wealth Management, LLC126+20.1 %70 %200,16069,2—1
COCA COLA COBasiskonsumTrinity Wealth Management, LLC126+20.1 %70 %20COCA COLA COKOBasiskonsum0,16069,21🔍 🎯 🏛️ 🏆
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