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)RangHist. ExcessTreffernNeukäufeØ Hist. Excess %Ø GCS
Goodlander Investment Management, LLC1+90.3 %77 %22190,333,5
Talos Eurisko Asset Management LP2+60.7 %86 %36760,760,8
Galaxy Digital Capital Management GP LLC3+58.3 %76 %34558,348,2
Orion Resource Partners LP4+57.1 %80 %41357,148,9
Drummond Knight Asset Management Pty Ltd6+43.7 %86 %21143,767,6
Rithm Capital Corp.8+33.9 %81 %31233,964,7
Helikon Investments Ltd17+30.7 %69 %35130,7
Seek First Inc.21+30.0 %70 %20230,051,7
Longitude (Cayman) Ltd.23+29.7 %64 %39129,738,3
BRIGADE CAPITAL MANAGEMENT, LP24+29.5 %63 %64229,555,5
O'Connor Financial Group LLC26+28.2 %78 %23828,264,6
DEEPWATER ASSET MANAGEMENT, LLC29+27.5 %71 %49227,542,6
Four Tree Island Advisory LLC30+27.5 %71 %21127,575,1
Kinetic Partners Management, LP33+27.1 %71 %79627,154,7
Grand Alliance Asset Management Ltd34+27.0 %59 %22327,043,0
Boxer Capital Management, LLC36+26.8 %67 %55326,832,4
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD37+26.6 %61 %231226,663,1
Empirical Capital Management, LLC38+26.4 %79 %33126,451,9
Ranmore Fund Management Ltd40+26.2 %81 %21426,246,1
PING CAPITAL MANAGEMENT, INC.41+26.1 %76 %68426,155,7
FAIRHOLME CAPITAL MANAGEMENT LLC42+25.6 %83 %30125,635,8
McNamara Financial Services, Inc.44+25.5 %84 %44325,562,2
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.45+25.5 %71 %21125,556,9
REIK & CO., LLC50+25.0 %79 %53325,062,9
Blankinship & Foster, LLC51+25.0 %78 %89225,066,2
Corecam Pte. Ltd.52+24.9 %72 %25524,952,2
Sparta 24 Ltd.53+24.8 %73 %30124,845,6
OLD REPUBLIC INTERNATIONAL CORP54+24.3 %87 %91124,359,2
Halter Ferguson Financial Inc.55+24.0 %68 %31124,038,3
Benefit Street Partners LLC58+23.8 %66 %44123,848,0
Trellis Wealth Advisors LLC59+23.8 %78 %23123,850,2
Shoker Investment Counsel, Inc.60+23.8 %85 %117323,861,1
Keystone Financial Planning, Inc.61+23.7 %84 %67123,7
ENZI WEALTH62+23.6 %80 %60423,653,3
Praetorian PR LLC63+23.5 %73 %48123,534,0
Fusion Family Wealth, LLC64+23.5 %79 %52323,570,5
DIADEMA PARTNERS LP69+22.8 %68 %77222,840,0
L1 Capital Pty Ltd70+22.8 %67 %67322,833,4
Flagstone Financial Management72+22.7 %82 %28622,767,5
Frontier Asset Management, LLC74+22.4 %82 %34222,459,0
TCG Crossover Management, LLC75+22.4 %64 %50122,417,2
Talbot Financial, LLC76+22.3 %73 %92422,353,1
BRIGHT VALLEY CAPITAL Ltd78+22.3 %63 %30122,344,2
Sourcerock Group LLC82+21.9 %68 %130221,955,8
Asset Allocation Strategies LLC86+21.7 %74 %35221,767,6
Brightwater Advisory LLC87+21.7 %87 %23121,778,0
Arcadia Wealth Management, LLC88+21.7 %68 %25221,751,6
COERENTE CAPITAL MANAGEMENT89+21.5 %71 %56121,575,1
Slate Path Capital LP90+21.5 %62 %151421,545,7
DIAMANT ASSET MANAGEMENT, INC.94+21.4 %80 %156521,449,4
NEW VERNON INVESTMENT MANAGEMENT LLC95+21.4 %85 %71421,465,4
REAVES W H & CO INC96+21.4 %75 %121421,442,8
Cardinal Strategic Wealth Guidance98+21.2 %77 %57321,253,1
Meritas Wealth Management, LLC99+21.2 %79 %33321,260,4
ADAPT Investment Managers SA101+21.1 %63 %35321,145,8
Arkfeld Wealth Strategies, L.L.C.102+21.1 %71 %126421,166,2
GOLDEN ROAD ADVISORS LLC105+20.9 %73 %261120,957,9
VERITY Wealth Advisors108+20.8 %72 %32120,851,1
UNICOM Systems, Inc.110+20.7 %71 %28320,767,5
Ameraudi Asset Management, Inc.111+20.7 %69 %35120,746,7
WASHINGTON GROWTH STRATEGIES LLC112+20.6 %74 %39220,652,8
EHRLICH FINANCIAL GROUP113+20.5 %82 %33420,566,8
STONEHILL CAPITAL MANAGEMENT LLC114+20.5 %58 %38120,534,0
Recurrent Investment Advisors LLC115+20.4 %69 %99220,452,6
Cape Ann Asset Management Ltd116+20.4 %70 %20120,446,9
LifePlan Investment Advisors, Inc.118+20.4 %76 %33420,469,7
STONEBRIDGE CAPITAL MANAGEMENT INC119+20.3 %76 %101220,351,1
Sagil Capital LLP120+20.2 %70 %79120,230,1
VAUGHAN & Co SECURITIES, INC.121+20.2 %82 %51220,260,1
BROOKS, MOORE & ASSOCIATES, INC.122+20.2 %80 %125320,244,1
VIKING FUND MANAGEMENT LLC123+20.2 %73 %230320,244,5
KAYNE ANDERSON CAPITAL ADVISORS LP124+20.2 %78 %132520,252,2
Ridgepath Capital Management LLC125+20.1 %76 %37120,145,5
Trinity Wealth Management, LLC126+20.1 %70 %20420,166,3
Monaco Asset Management SAM127+20.1 %66 %209120,164,6
PEREGRINE INVESTMENT MANAGEMENT INC128+20.1 %60 %25620,160,1
KEATING INVESTMENT COUNSELORS INC130+20.1 %78 %112220,154,4
Northwest Quadrant Wealth Management, LLC132+20.1 %79 %87520,161,4
RiverGlades Family Offices LLC133+20.1 %75 %121720,164,2
Eldridge Investment Advisors, Inc.135+20.0 %81 %72420,060,2
Columbus Macro, LLC137+19.9 %77 %162119,946,5
Bull Street Advisors, LLC138+19.9 %83 %88119,931,3
Albar Capital Partners LLP139+19.9 %72 %47919,966,6
Vawter Financial, Ltd.140+19.9 %73 %33219,952,4
Mokosak Advisory Group, LLC141+19.9 %73 %22419,969,0
Cherokee Insurance Co142+19.9 %82 %119519,950,7
Orca Wealth Management, LLC143+19.9 %73 %63619,958,8
Provident Wealth Management, LLC145+19.9 %63 %491019,967,3
Rivermont Capital Management LP147+19.7 %69 %65519,750,0
QV Investors Inc.148+19.7 %79 %102319,745,0
Hill Investment Group Partners, LLC149+19.7 %84 %45119,752,3
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