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
Meta Platforms, Inc.Meta Platforms, Inc.METAKommunikation & Medien40,102557,2—
SEARCY FINANCIAL SERVICES INC /ADVMeta Platforms, Inc.METAKommunikation & MedienSEARCY FINANCIAL SERVICES INC /ADV81+21.9 %68 %2240,12057,2🔍 🎯 🏛️ 🏆
Meritas Wealth Management, LLCMeta Platforms, Inc.METAKommunikation & MedienMeritas Wealth Management, LLC99+21.2 %79 %3340,11057,2🔍 🎯 🏛️ 🏆
Arkfeld Wealth Strategies, L.L.C.Meta Platforms, Inc.METAKommunikation & MedienArkfeld Wealth Strategies, L.L.C.102+21.1 %71 %12640,06057,2🔍 🎯 🏛️ 🏆
Orca Wealth Management, LLCMeta Platforms, Inc.METAKommunikation & MedienOrca Wealth Management, LLC143+19.9 %73 %6340,1210057,2🔍 🎯 🏛️ 🏆
SPACE EXPLORATION TECHNOLOGIES CORPSPACE EXPLORATION TECHNOLOGIES CORPSPCXIndustrie & Transport20,145057,1—
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.SPACE EXPLORATION TECHNOLOGIES CORPSPCXIndustrie & TransportPPS&V ASSET MANAGEMENT CONSULTANTS, INC.45+25.5 %71 %2120,16057,1🔍 🎯 🏛️ 🏆
VIKING FUND MANAGEMENT LLCSPACE EXPLORATION TECHNOLOGIES CORPSPCXIndustrie & TransportVIKING FUND MANAGEMENT LLC123+20.2 %73 %23020,1210057,1🔍 🎯 🏛️ 🏆
Marathon Petroleum CorpMarathon Petroleum CorpMPCEnergie20,085051,0—
Talbot Financial, LLCMarathon Petroleum CorpMPCEnergieTalbot Financial, LLC76+22.3 %73 %9220,02051,0🔍 🎯 🏛️ 🏆
Orca Wealth Management, LLCMarathon Petroleum CorpMPCEnergieOrca Wealth Management, LLC143+19.9 %73 %6320,1510051,0🔍 🎯 🏛️ 🏆
AMAZON COM INCAMAZON COM INCAMZNZyklischer Konsum20,1010068,7—
KEATING INVESTMENT COUNSELORS INCAMAZON COM INCAMZNZyklischer KonsumKEATING INVESTMENT COUNSELORS INC130+20.1 %78 %11220,0510068,7🔍 🎯 🏛️ 🏆
Orca Wealth Management, LLCAMAZON COM INCAMZNZyklischer KonsumOrca Wealth Management, LLC143+19.9 %73 %6320,1510068,7🔍 🎯 🏛️ 🏆
Elicio Therapeutics, Inc.Elicio Therapeutics, Inc.ELTXGesundheit10,3810033,1—
SHAH CAPITAL MANAGEMENTElicio Therapeutics, Inc.ELTXGesundheitSHAH CAPITAL MANAGEMENT13+31.8 %65 %2010,3810033,1🔍 🎯 🏛️ 🏆
MURPHY OIL CORPMURPHY OIL CORPMUREnergie10,0210072,3—
FOUNDATION RESOURCE MANAGEMENT INCMURPHY OIL CORPMUREnergieFOUNDATION RESOURCE MANAGEMENT INC39+26.3 %81 %6710,0210072,3🔍 🎯 🏛️ 🏆
ALBEMARLE CORPALBEMARLE CORPALBRohstoffe10,2310046,2—
PING CAPITAL MANAGEMENT, INC.ALBEMARLE CORPALBRohstoffePING CAPITAL MANAGEMENT, INC.41+26.1 %76 %6810,2310046,2🔍 🎯 🏛️ 🏆
KONINKLIJKE PHILIPS NVKONINKLIJKE PHILIPS NVPHGGesundheit10,1510058,8—
PING CAPITAL MANAGEMENT, INC.KONINKLIJKE PHILIPS NVPHGGesundheitPING CAPITAL MANAGEMENT, INC.41+26.1 %76 %6810,1510058,8🔍 🎯 🏛️ 🏆
American Airlines Group Inc.American Airlines Group Inc.AALIndustrie & Transport10,1510038,8—
PING CAPITAL MANAGEMENT, INC.American Airlines Group Inc.AALIndustrie & TransportPING CAPITAL MANAGEMENT, INC.41+26.1 %76 %6810,1510038,8🔍 🎯 🏛️ 🏆
ALASKA AIR GROUP, INC.ALASKA AIR GROUP, INC.ALKIndustrie & Transport10,0810037,9—
PING CAPITAL MANAGEMENT, INC.ALASKA AIR GROUP, INC.ALKIndustrie & TransportPING CAPITAL MANAGEMENT, INC.41+26.1 %76 %6810,0810037,9🔍 🎯 🏛️ 🏆
BRISTOL MYERS SQUIBB COBRISTOL MYERS SQUIBB COBMYGesundheit10,13063,2—
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.BRISTOL MYERS SQUIBB COBMYGesundheitPPS&V ASSET MANAGEMENT CONSULTANTS, INC.45+25.5 %71 %2110,13063,2🔍 🎯 🏛️ 🏆
Global Net Lease, Inc.Global Net Lease, Inc.GNLImmobilien10,09059,2—
Blankinship & Foster, LLCGlobal Net Lease, Inc.GNLImmobilienBlankinship & Foster, LLC51+25.0 %78 %8910,09059,2🔍 🎯 🏛️ 🏆
KINROSS GOLD CORPKINROSS GOLD CORPKGCRohstoffe10,09051,1—
Blankinship & Foster, LLCKINROSS GOLD CORPKGCRohstoffeBlankinship & Foster, LLC51+25.0 %78 %8910,09051,1🔍 🎯 🏛️ 🏆
PPL CorpPPL CorpPPLVersorger12,31062,3—
Keystone Financial Planning, Inc.PPL CorpPPLVersorgerKeystone Financial Planning, Inc.61+23.7 %84 %6712,31062,3🔍 🎯 🏛️ 🏆
VALERO ENERGY CORP/TXVALERO ENERGY CORP/TXVLOEnergie10,09054,2—
ENZI WEALTHVALERO ENERGY CORP/TXVLOEnergieENZI WEALTH62+23.6 %80 %6010,09054,2🔍 🎯 🏛️ 🏆
GoDaddy Inc.GoDaddy Inc.GDDYTechnologie10,07052,1—
ENZI WEALTHGoDaddy Inc.GDDYTechnologieENZI WEALTH62+23.6 %80 %6010,07052,1🔍 🎯 🏛️ 🏆
Prairie Operating Co.Prairie Operating Co.PROPEnergie12,11047,3—
SL ADVISORS, LLCPrairie Operating Co.PROPEnergieSL ADVISORS, LLC68+22.9 %76 %6212,11047,3🔍 🎯 🏛️ 🏆
MCDONALDS CORPMCDONALDS CORPMCDZyklischer Konsum10,438757,8—
Adams Asset Advisors, LLCMCDONALDS CORPMCDZyklischer KonsumAdams Asset Advisors, LLC93+21.4 %71 %10110,438757,8🔍 🎯 🏛️ 🏆
RAYONIER INCRAYONIER INCRYNImmobilien10,319365,1—
Adams Asset Advisors, LLCRAYONIER INCRYNImmobilienAdams Asset Advisors, LLC93+21.4 %71 %10110,319365,1🔍 🎯 🏛️ 🏆
KKR & Co. Inc.KKR & Co. Inc.KKRInvestmentvehikel10,1010042,3—
Adams Asset Advisors, LLCKKR & Co. Inc.KKRInvestmentvehikelAdams Asset Advisors, LLC93+21.4 %71 %10110,1010042,3🔍 🎯 🏛️ 🏆
Blackstone Inc.Blackstone Inc.BXInvestmentvehikel10,1010047,0—
Adams Asset Advisors, LLCBlackstone Inc.BXInvestmentvehikelAdams Asset Advisors, LLC93+21.4 %71 %10110,1010047,0🔍 🎯 🏛️ 🏆
VERTEX PHARMACEUTICALS INC / MAVERTEX PHARMACEUTICALS INC / MAVRTXGesundheit10,23056,5—
Meritas Wealth Management, LLCVERTEX PHARMACEUTICALS INC / MAVRTXGesundheitMeritas Wealth Management, LLC99+21.2 %79 %3310,23056,5🔍 🎯 🏛️ 🏆
CISCO SYSTEMS, INC.CISCO SYSTEMS, INC.CSCOTechnologie10,14066,5—
Meritas Wealth Management, LLCCISCO SYSTEMS, INC.CSCOTechnologieMeritas Wealth Management, LLC99+21.2 %79 %3310,14066,5🔍 🎯 🏛️ 🏆
Palo Alto Networks IncPalo Alto Networks IncPANWTechnologie10,13055,4—
Meritas Wealth Management, LLCPalo Alto Networks IncPANWTechnologieMeritas Wealth Management, LLC99+21.2 %79 %3310,13055,4🔍 🎯 🏛️ 🏆
EXXON MOBIL CORPEXXON MOBIL CORPXOMEnergie10,12060,1—
Meritas Wealth Management, LLCEXXON MOBIL CORPXOMEnergieMeritas Wealth Management, LLC99+21.2 %79 %3310,12060,1🔍 🎯 🏛️ 🏆
Seagate Technology Holdings plcSeagate Technology Holdings plcSTXTechnologie10,11058,1—
Meritas Wealth Management, LLCSeagate Technology Holdings plcSTXTechnologieMeritas Wealth Management, LLC99+21.2 %79 %3310,11058,1🔍 🎯 🏛️ 🏆
Parker-Hannifin CorpParker-Hannifin CorpPHIndustrie & Transport10,10064,9—
Meritas Wealth Management, LLCParker-Hannifin CorpPHIndustrie & TransportMeritas Wealth Management, LLC99+21.2 %79 %3310,10064,9🔍 🎯 🏛️ 🏆
Merck & Co., Inc.Merck & Co., Inc.MRKGesundheit10,09067,4—
Meritas Wealth Management, LLCMerck & Co., Inc.MRKGesundheitMeritas Wealth Management, LLC99+21.2 %79 %3310,09067,4🔍 🎯 🏛️ 🏆
TotalEnergies SETotalEnergies SETTEEnergie10,08059,4—
Meritas Wealth Management, LLCTotalEnergies SETTEEnergieMeritas Wealth Management, LLC99+21.2 %79 %3310,08059,4🔍 🎯 🏛️ 🏆
COMMERCE BANCSHARES INC /MO/COMMERCE BANCSHARES INC /MO/CBSHFinanzen13,44070,1—
Arkfeld Wealth Strategies, L.L.C.COMMERCE BANCSHARES INC /MO/CBSHFinanzenArkfeld Wealth Strategies, L.L.C.102+21.1 %71 %12613,44070,1🔍 🎯 🏛️ 🏆
NIKE, Inc.NIKE, Inc.NKEZyklischer Konsum11,08037,8—
Arkfeld Wealth Strategies, L.L.C.NIKE, Inc.NKEZyklischer KonsumArkfeld Wealth Strategies, L.L.C.102+21.1 %71 %12611,08037,8🔍 🎯 🏛️ 🏆
RB GLOBAL INC.RB GLOBAL INC.RBAZyklischer Konsum10,22045,4—
Arkfeld Wealth Strategies, L.L.C.RB GLOBAL INC.RBAZyklischer KonsumArkfeld Wealth Strategies, L.L.C.102+21.1 %71 %12610,22045,4🔍 🎯 🏛️ 🏆
O REILLY AUTOMOTIVE INCO REILLY AUTOMOTIVE INCORLYZyklischer Konsum10,12065,8—
Arkfeld Wealth Strategies, L.L.C.O REILLY AUTOMOTIVE INCORLYZyklischer KonsumArkfeld Wealth Strategies, L.L.C.102+21.1 %71 %12610,12065,8🔍 🎯 🏛️ 🏆
NETFLIX INCNETFLIX INCNFLXKommunikation & Medien10,11050,6—
Arkfeld Wealth Strategies, L.L.C.NETFLIX INCNFLXKommunikation & MedienArkfeld Wealth Strategies, L.L.C.102+21.1 %71 %12610,11050,6🔍 🎯 🏛️ 🏆
AGILENT TECHNOLOGIES, INC.AGILENT TECHNOLOGIES, INC.ATechnologie10,20061,5—
DKM Wealth Management, Inc.AGILENT TECHNOLOGIES, INC.ATechnologieDKM Wealth Management, Inc.104+21.0 %75 %2810,20061,5🔍 🎯 🏛️ 🏆
BARRICK MINING CORPBARRICK MINING CORPBRohstoffe10,16056,8—
DKM Wealth Management, Inc.BARRICK MINING CORPBRohstoffeDKM Wealth Management, Inc.104+21.0 %75 %2810,16056,8🔍 🎯 🏛️ 🏆
SK hynix Inc.SK hynix Inc.SKHYTechnologie12,2510036,0—
UNICOM Systems, Inc.SK hynix Inc.SKHYTechnologieUNICOM Systems, Inc.110+20.7 %71 %2812,2510036,0🔍 🎯 🏛️ 🏆
HUBBELL INCHUBBELL INCHUBBIndustrie & Transport10,8710058,5—
VIKING FUND MANAGEMENT LLCHUBBELL INCHUBBIndustrie & TransportVIKING FUND MANAGEMENT LLC123+20.2 %73 %23010,8710058,5🔍 🎯 🏛️ 🏆
MICROCHIP TECHNOLOGY INCMICROCHIP TECHNOLOGY INCMCHPTechnologie10,7510048,2—
VIKING FUND MANAGEMENT LLCMICROCHIP TECHNOLOGY INCMCHPTechnologieVIKING FUND MANAGEMENT LLC123+20.2 %73 %23010,7510048,2🔍 🎯 🏛️ 🏆
T-Mobile US, Inc.T-Mobile US, Inc.TMUSKommunikation & Medien10,4310056,4—
VIKING FUND MANAGEMENT LLCT-Mobile US, Inc.TMUSKommunikation & MedienVIKING FUND MANAGEMENT LLC123+20.2 %73 %23010,4310056,4🔍 🎯 🏛️ 🏆
Fervo Energy CoFervo Energy CoFRVOVersorger10,0710044,9—
VIKING FUND MANAGEMENT LLCFervo Energy CoFRVOVersorgerVIKING FUND MANAGEMENT LLC123+20.2 %73 %23010,0710044,9🔍 🎯 🏛️ 🏆
SANFILIPPO JOHN B & SON INCSANFILIPPO JOHN B & SON INCJBSSBasiskonsum10,0510063,6—
VIKING FUND MANAGEMENT LLCSANFILIPPO JOHN B & SON INCJBSSBasiskonsumVIKING FUND MANAGEMENT LLC123+20.2 %73 %23010,0510063,6🔍 🎯 🏛️ 🏆
ETHAN ALLEN INTERIORS INCETHAN ALLEN INTERIORS INCETDZyklischer Konsum10,0510055,2—
VIKING FUND MANAGEMENT LLCETHAN ALLEN INTERIORS INCETDZyklischer KonsumVIKING FUND MANAGEMENT LLC123+20.2 %73 %23010,0510055,2🔍 🎯 🏛️ 🏆
Gentherm IncGentherm IncTHRMZyklischer Konsum10,0210054,8—
VIKING FUND MANAGEMENT LLCGentherm IncTHRMZyklischer KonsumVIKING FUND MANAGEMENT LLC123+20.2 %73 %23010,0210054,8🔍 🎯 🏛️ 🏆
APPLIED MATERIALS INC /DEAPPLIED MATERIALS INC /DEAMATTechnologie10,21063,1—
Trinity Wealth Management, LLCAPPLIED MATERIALS INC /DEAMATTechnologieTrinity Wealth Management, LLC126+20.1 %70 %2010,21063,1🔍 🎯 🏛️ 🏆
COCA COLA COCOCA COLA COKOBasiskonsum10,16069,2—
Trinity Wealth Management, LLCCOCA COLA COKOBasiskonsumTrinity Wealth Management, LLC126+20.1 %70 %2010,16069,2🔍 🎯 🏛️ 🏆
MARKEL GROUP INC.MARKEL GROUP INC.MKLFinanzen10,14057,4—
Trinity Wealth Management, LLCMARKEL GROUP INC.MKLFinanzenTrinity Wealth Management, LLC126+20.1 %70 %2010,14057,4🔍 🎯 🏛️ 🏆
LINDE PLCLINDE PLCLINRohstoffe10,11055,1—
Trinity Wealth Management, LLCLINDE PLCLINRohstoffeTrinity Wealth Management, LLC126+20.1 %70 %2010,11055,1🔍 🎯 🏛️ 🏆
IRON MOUNTAIN INCIRON MOUNTAIN INCIRMImmobilien10,10056,0—
Trinity Wealth Management, LLCIRON MOUNTAIN INCIRMImmobilienTrinity Wealth Management, LLC126+20.1 %70 %2010,10056,0🔍 🎯 🏛️ 🏆
AUTOMATIC DATA PROCESSING INCAUTOMATIC DATA PROCESSING INCADPIndustrie & Transport10,09075,0—
Trinity Wealth Management, LLCAUTOMATIC DATA PROCESSING INCADPIndustrie & TransportTrinity Wealth Management, LLC126+20.1 %70 %2010,09075,0🔍 🎯 🏛️ 🏆
VERIZON COMMUNICATIONS INCVERIZON COMMUNICATIONS INCVZKommunikation & Medien10,08056,7—
Trinity Wealth Management, LLCVERIZON COMMUNICATIONS INCVZKommunikation & MedienTrinity Wealth Management, LLC126+20.1 %70 %2010,08056,7🔍 🎯 🏛️ 🏆
SKYWORKS SOLUTIONS, INC.SKYWORKS SOLUTIONS, INC.SWKSTechnologie10,0610051,1—
KEATING INVESTMENT COUNSELORS INCSKYWORKS SOLUTIONS, INC.SWKSTechnologieKEATING INVESTMENT COUNSELORS INC130+20.1 %78 %11210,0610051,1🔍 🎯 🏛️ 🏆
Shell plcShell plcSHELEnergie10,063053,5—
KEATING INVESTMENT COUNSELORS INCShell plcSHELEnergieKEATING INVESTMENT COUNSELORS INC130+20.1 %78 %11210,063053,5🔍 🎯 🏛️ 🏆
PEMBINA PIPELINE CORPPEMBINA PIPELINE CORPPBAEnergie10,8910062,5—
Columbus Macro, LLCPEMBINA PIPELINE CORPPBAEnergieColumbus Macro, LLC137+19.9 %77 %16210,8910062,5🔍 🎯 🏛️ 🏆
Rexford Industrial Realty, Inc.Rexford Industrial Realty, Inc.REXRImmobilien10,8510065,2—
Columbus Macro, LLCRexford Industrial Realty, Inc.REXRImmobilienColumbus Macro, LLC137+19.9 %77 %16210,8510065,2🔍 🎯 🏛️ 🏆
South Bow CorpSouth Bow CorpSOBOEnergie10,6910038,3—
Columbus Macro, LLCSouth Bow CorpSOBOEnergieColumbus Macro, LLC137+19.9 %77 %16210,6910038,3🔍 🎯 🏛️ 🏆
ANALOG DEVICES INCANALOG DEVICES INCADITechnologie10,5210063,8—
Columbus Macro, LLCANALOG DEVICES INCADITechnologieColumbus Macro, LLC137+19.9 %77 %16210,5210063,8🔍 🎯 🏛️ 🏆
EXPEDITORS INTERNATIONAL OF WASHINGTON INCEXPEDITORS INTERNATIONAL OF WASHINGTON INCEXPDIndustrie & Transport10,0310065,5—
Columbus Macro, LLCEXPEDITORS INTERNATIONAL OF WASHINGTON INCEXPDIndustrie & TransportColumbus Macro, LLC137+19.9 %77 %16210,0310065,5🔍 🎯 🏛️ 🏆
MCKESSON CORPMCKESSON CORPMCKGesundheit10,0210062,0—
Columbus Macro, LLCMCKESSON CORPMCKGesundheitColumbus Macro, LLC137+19.9 %77 %16210,0210062,0🔍 🎯 🏛️ 🏆
STIFEL FINANCIAL CORPSTIFEL FINANCIAL CORPSFFinanzen10,4710066,6—
Orca Wealth Management, LLCSTIFEL FINANCIAL CORPSFFinanzenOrca Wealth Management, LLC143+19.9 %73 %6310,4710066,6🔍 🎯 🏛️ 🏆
Palantir Technologies Inc.Palantir Technologies Inc.PLTRTechnologie10,1410047,9—
Orca Wealth Management, LLCPalantir Technologies Inc.PLTRTechnologieOrca Wealth Management, LLC143+19.9 %73 %6310,1410047,9🔍 🎯 🏛️ 🏆
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