Smart-Money-Cluster — wo mehrere Top-Fonds gleichzeitig zugreifen

Wenn das Smart Money gemeinsam zugreift

Hier stehen nur die Titel, die mehrere der historisch besten 13F-Fonds im selben Quartal NEU ins Portfolio genommen haben — kein Einzelkauf, sondern die Konvergenz mehrerer Adressen aus der unten definierten Spitzengruppe. Je Titel: wie viele Top-Fonds (Cluster-Stärke), Portfolio-Gewicht und der hauseigene GCS samt 26-Wochen-Trend.

Was ist ein „Top-Fonds"? Die rund 150 13F-Institutionen mit dem höchsten markt-relativen Median-Überschuss ihrer bisherigen Neukäufe (Ein-Jahres-Rendite je Kauf abzüglich des Markt-Medians desselben Tages, mindestens 20 ausgereifte Neukäufe seit 2021). „Mehrere greifen gleichzeitig zu" heißt: mindestens zwei dieser Top-Fonds haben denselben Titel im jüngsten gemeldeten 13F-Quartal neu eröffnet.

Gemessen ab der 13F-Meldefrist (Quartalsende + 45 Tage) — realistisch nachhandelbar, ohne Rückschau-Vorteil. Über die Toolbar lässt sich der Cluster nach Fonds oder Sektor umgruppieren; je Emittent führen die Kontext-Links direkt in die anderen Smart-Money-Reports.

Sektor
 └─ Aktie
  └─ Fonds (Track-Record)
SektorAktieTickerSektorFonds (Track-Record)RangHist. ExcessTreffernTop-Fonds-ClusterPortf.-Gewicht %Stimmkontrolle %GCSGCS-TrendMehr
Industrie & TransportIndustrie & Transport70,205654,3—
SPACE EXPLORATION TECHNOLOGIES CORPIndustrie & TransportSPACE EXPLORATION TECHNOLOGIES CORPSPCXIndustrie & Transport70,397143,3—
Empirical Capital Management, LLCIndustrie & TransportSPACE EXPLORATION TECHNOLOGIES CORPSPCXIndustrie & TransportEmpirical Capital Management, LLC38+26.4 %79 %3370,2210043,3🔍 🎯 🏛️ 🏆
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.Industrie & TransportSPACE EXPLORATION TECHNOLOGIES CORPSPCXIndustrie & TransportPPS&V ASSET MANAGEMENT CONSULTANTS, INC.45+25.5 %71 %2170,16043,3🔍 🎯 🏛️ 🏆
Canal Insurance COIndustrie & TransportSPACE EXPLORATION TECHNOLOGIES CORPSPCXIndustrie & TransportCanal Insurance CO46+25.4 %75 %10070,7110043,3🔍 🎯 🏛️ 🏆
Trellis Wealth Advisors LLCIndustrie & TransportSPACE EXPLORATION TECHNOLOGIES CORPSPCXIndustrie & TransportTrellis Wealth Advisors LLC59+23.8 %78 %2370,0510043,3🔍 🎯 🏛️ 🏆
Amplify Investments, LLCIndustrie & TransportSPACE EXPLORATION TECHNOLOGIES CORPSPCXIndustrie & TransportAmplify Investments, LLC83+21.8 %73 %2270,2510043,3🔍 🎯 🏛️ 🏆
Arcadia Wealth Management, LLCIndustrie & TransportSPACE EXPLORATION TECHNOLOGIES CORPSPCXIndustrie & TransportArcadia Wealth Management, LLC88+21.7 %68 %2571,23043,3🔍 🎯 🏛️ 🏆
VIKING FUND MANAGEMENT LLCIndustrie & TransportSPACE EXPLORATION TECHNOLOGIES CORPSPCXIndustrie & TransportVIKING FUND MANAGEMENT LLC123+20.2 %73 %23070,1210043,3🔍 🎯 🏛️ 🏆
INTERNATIONAL BUSINESS MACHINES CORPIndustrie & TransportINTERNATIONAL BUSINESS MACHINES CORPIBMIndustrie & Transport30,043366,8—
OLD REPUBLIC INTERNATIONAL CORPIndustrie & TransportINTERNATIONAL BUSINESS MACHINES CORPIBMIndustrie & TransportOLD REPUBLIC INTERNATIONAL CORP54+24.3 %87 %9130,0310066,8🔍 🎯 🏛️ 🏆
Cherokee Insurance CoIndustrie & TransportINTERNATIONAL BUSINESS MACHINES CORPIBMIndustrie & TransportCherokee Insurance Co142+19.9 %82 %11930,08066,8🔍 🎯 🏛️ 🏆
Hill Investment Group Partners, LLCIndustrie & TransportINTERNATIONAL BUSINESS MACHINES CORPIBMIndustrie & TransportHill Investment Group Partners, LLC149+19.7 %84 %4530,02066,8🔍 🎯 🏛️ 🏆
HONEYWELL INTERNATIONAL INCIndustrie & TransportHONEYWELL INTERNATIONAL INCHONIndustrie & Transport20,095058,0—
Trellis Wealth Advisors LLCIndustrie & TransportHONEYWELL INTERNATIONAL INCHONIndustrie & TransportTrellis Wealth Advisors LLC59+23.8 %78 %2320,0310058,0🔍 🎯 🏛️ 🏆
Provident Wealth Management, LLCIndustrie & TransportHONEYWELL INTERNATIONAL INCHONIndustrie & TransportProvident Wealth Management, LLC145+19.9 %63 %4920,14058,0🔍 🎯 🏛️ 🏆
Honeywell Aerospace Inc.Industrie & TransportHoneywell Aerospace Inc.HONAIndustrie & Transport20,065064,5—
Trellis Wealth Advisors LLCIndustrie & TransportHoneywell Aerospace Inc.HONAIndustrie & TransportTrellis Wealth Advisors LLC59+23.8 %78 %2320,0210064,5🔍 🎯 🏛️ 🏆
Provident Wealth Management, LLCIndustrie & TransportHoneywell Aerospace Inc.HONAIndustrie & TransportProvident Wealth Management, LLC145+19.9 %63 %4920,10064,5🔍 🎯 🏛️ 🏆
RTX CorpIndustrie & TransportRTX CorpRTXIndustrie & Transport20,035060,1—
Trellis Wealth Advisors LLCIndustrie & TransportRTX CorpRTXIndustrie & TransportTrellis Wealth Advisors LLC59+23.8 %78 %2320,0110060,1🔍 🎯 🏛️ 🏆
Mokosak Advisory Group, LLCIndustrie & TransportRTX CorpRTXIndustrie & TransportMokosak Advisory Group, LLC141+19.9 %73 %2220,06060,1🔍 🎯 🏛️ 🏆
EnergieEnergie40,355059,5—
EXXON MOBIL CORPEnergieEXXON MOBIL CORPXOMEnergie40,625060,1—
Trellis Wealth Advisors LLCEnergieEXXON MOBIL CORPXOMEnergieTrellis Wealth Advisors LLC59+23.8 %78 %2340,1110060,1🔍 🎯 🏛️ 🏆
Meritas Wealth Management, LLCEnergieEXXON MOBIL CORPXOMEnergieMeritas Wealth Management, LLC99+21.2 %79 %3340,12060,1🔍 🎯 🏛️ 🏆
VAUGHAN & Co SECURITIES, INC.EnergieEXXON MOBIL CORPXOMEnergieVAUGHAN & Co SECURITIES, INC.121+20.2 %82 %5140,1410060,1🔍 🎯 🏛️ 🏆
Cherokee Insurance CoEnergieEXXON MOBIL CORPXOMEnergieCherokee Insurance Co142+19.9 %82 %11942,09060,1🔍 🎯 🏛️ 🏆
VALERO ENERGY CORP/TXEnergieVALERO ENERGY CORP/TXVLOEnergie20,085061,0—
ENZI WEALTHEnergieVALERO ENERGY CORP/TXVLOEnergieENZI WEALTH62+23.6 %80 %6020,09061,0🔍 🎯 🏛️ 🏆
Frontier Asset Management, LLCEnergieVALERO ENERGY CORP/TXVLOEnergieFrontier Asset Management, LLC74+22.4 %82 %3420,0610061,0🔍 🎯 🏛️ 🏆
Marathon Petroleum CorpEnergieMarathon Petroleum CorpMPCEnergie20,085056,9—
Talbot Financial, LLCEnergieMarathon Petroleum CorpMPCEnergieTalbot Financial, LLC76+22.3 %73 %9220,02056,9🔍 🎯 🏛️ 🏆
Orca Wealth Management, LLCEnergieMarathon Petroleum CorpMPCEnergieOrca Wealth Management, LLC143+19.9 %73 %6320,1510056,9🔍 🎯 🏛️ 🏆
Kommunikation & MedienKommunikation & Medien40,313261,8—
Meta Platforms, Inc.Kommunikation & MedienMeta Platforms, Inc.METAKommunikation & Medien40,102557,9—
SEARCY FINANCIAL SERVICES INC /ADVKommunikation & MedienMeta Platforms, Inc.METAKommunikation & MedienSEARCY FINANCIAL SERVICES INC /ADV81+21.9 %68 %2240,10057,9🔍 🎯 🏛️ 🏆
Meritas Wealth Management, LLCKommunikation & MedienMeta Platforms, Inc.METAKommunikation & MedienMeritas Wealth Management, LLC99+21.2 %79 %3340,11057,9🔍 🎯 🏛️ 🏆
Arkfeld Wealth Strategies, L.L.C.Kommunikation & MedienMeta Platforms, Inc.METAKommunikation & MedienArkfeld Wealth Strategies, L.L.C.102+21.1 %71 %12640,06057,9🔍 🎯 🏛️ 🏆
Orca Wealth Management, LLCKommunikation & MedienMeta Platforms, Inc.METAKommunikation & MedienOrca Wealth Management, LLC143+19.9 %73 %6340,1210057,9🔍 🎯 🏛️ 🏆
Alphabet Inc.Kommunikation & MedienAlphabet Inc.GOOGLKommunikation & Medien21,025070,3—
Corecam Pte. Ltd.Kommunikation & MedienAlphabet Inc.GOOGLKommunikation & MedienCorecam Pte. Ltd.52+24.9 %72 %2521,46070,3🔍 🎯 🏛️ 🏆
Amplify Investments, LLCKommunikation & MedienAlphabet Inc.GOOGLKommunikation & MedienAmplify Investments, LLC83+21.8 %73 %2220,5810070,3🔍 🎯 🏛️ 🏆
VERIZON COMMUNICATIONS INCKommunikation & MedienVERIZON COMMUNICATIONS INCVZKommunikation & Medien20,042961,0—
REAVES W H & CO INCKommunikation & MedienVERIZON COMMUNICATIONS INCVZKommunikation & MedienREAVES W H & CO INC96+21.4 %75 %12120,005861,0🔍 🎯 🏛️ 🏆
Trinity Wealth Management, LLCKommunikation & MedienVERIZON COMMUNICATIONS INCVZKommunikation & MedienTrinity Wealth Management, LLC126+20.1 %70 %2020,08061,0🔍 🎯 🏛️ 🏆
TechnologieTechnologie31,065342,9—
SK hynix Inc.TechnologieSK hynix Inc.SKHYTechnologie33,8710037,1—
Amplify Investments, LLCTechnologieSK hynix Inc.SKHYTechnologieAmplify Investments, LLC83+21.8 %73 %2235,7010037,1🔍 🎯 🏛️ 🏆
UNICOM Systems, Inc.TechnologieSK hynix Inc.SKHYTechnologieUNICOM Systems, Inc.110+20.7 %71 %2832,2510037,1🔍 🎯 🏛️ 🏆
PEREGRINE INVESTMENT MANAGEMENT INCTechnologieSK hynix Inc.SKHYTechnologiePEREGRINE INVESTMENT MANAGEMENT INC128+20.1 %60 %2533,6637,1🔍 🎯 🏛️ 🏆
SHOPIFY INC.TechnologieSHOPIFY INC.SHOPTechnologie20,045040,0—
Trellis Wealth Advisors LLCTechnologieSHOPIFY INC.SHOPTechnologieTrellis Wealth Advisors LLC59+23.8 %78 %2320,0210040,0🔍 🎯 🏛️ 🏆
Flagstone Financial ManagementTechnologieSHOPIFY INC.SHOPTechnologieFlagstone Financial Management72+22.7 %82 %2820,05040,0🔍 🎯 🏛️ 🏆
ServiceNow, Inc.TechnologieServiceNow, Inc.NOWTechnologie20,395060,4—
Shoker Investment Counsel, Inc.TechnologieServiceNow, Inc.NOWTechnologieShoker Investment Counsel, Inc.60+23.8 %85 %11720,08060,4🔍 🎯 🏛️ 🏆
LB Partners LLCTechnologieServiceNow, Inc.NOWTechnologieLB Partners LLC71+22.7 %73 %3720,7110060,4🔍 🎯 🏛️ 🏆
D-Wave Quantum Inc.TechnologieD-Wave Quantum Inc.QBTSTechnologie20,275028,4—
Amplify Investments, LLCTechnologieD-Wave Quantum Inc.QBTSTechnologieAmplify Investments, LLC83+21.8 %73 %2220,4310028,4🔍 🎯 🏛️ 🏆
Cherokee Insurance CoTechnologieD-Wave Quantum Inc.QBTSTechnologieCherokee Insurance Co142+19.9 %82 %11920,10028,4🔍 🎯 🏛️ 🏆
Rigetti Computing, Inc.TechnologieRigetti Computing, Inc.RGTITechnologie20,245025,5—
Amplify Investments, LLCTechnologieRigetti Computing, Inc.RGTITechnologieAmplify Investments, LLC83+21.8 %73 %2220,3710025,5🔍 🎯 🏛️ 🏆
Cherokee Insurance CoTechnologieRigetti Computing, Inc.RGTITechnologieCherokee Insurance Co142+19.9 %82 %11920,11025,5🔍 🎯 🏛️ 🏆
IonQ, Inc.TechnologieIonQ, Inc.IONQTechnologie20,215023,9—
Amplify Investments, LLCTechnologieIonQ, Inc.IONQTechnologieAmplify Investments, LLC83+21.8 %73 %2220,2510023,9🔍 🎯 🏛️ 🏆
Cherokee Insurance CoTechnologieIonQ, Inc.IONQTechnologieCherokee Insurance Co142+19.9 %82 %11920,17023,9🔍 🎯 🏛️ 🏆
MICROSOFT CORPTechnologieMICROSOFT CORPMSFTTechnologie22,95064,4—
PEREGRINE INVESTMENT MANAGEMENT INCTechnologieMICROSOFT CORPMSFTTechnologiePEREGRINE INVESTMENT MANAGEMENT INC128+20.1 %60 %2525,8364,4🔍 🎯 🏛️ 🏆
Mokosak Advisory Group, LLCTechnologieMICROSOFT CORPMSFTTechnologieMokosak Advisory Group, LLC141+19.9 %73 %2220,06064,4🔍 🎯 🏛️ 🏆
CrowdStrike Holdings, Inc.TechnologieCrowdStrike Holdings, Inc.CRWDTechnologie20,105060,1—
Vawter Financial, Ltd.TechnologieCrowdStrike Holdings, Inc.CRWDTechnologieVawter Financial, Ltd.140+19.9 %73 %3320,1310060,1🔍 🎯 🏛️ 🏆
Mokosak Advisory Group, LLCTechnologieCrowdStrike Holdings, Inc.CRWDTechnologieMokosak Advisory Group, LLC141+19.9 %73 %2220,06060,1🔍 🎯 🏛️ 🏆
Palantir Technologies Inc.TechnologiePalantir Technologies Inc.PLTRTechnologie20,115049,3—
Mokosak Advisory Group, LLCTechnologiePalantir Technologies Inc.PLTRTechnologieMokosak Advisory Group, LLC141+19.9 %73 %2220,07049,3🔍 🎯 🏛️ 🏆
Orca Wealth Management, LLCTechnologiePalantir Technologies Inc.PLTRTechnologieOrca Wealth Management, LLC143+19.9 %73 %6320,1410049,3🔍 🎯 🏛️ 🏆
Zyklischer KonsumZyklischer Konsum30,338461,8—
AMAZON COM INCZyklischer KonsumAMAZON COM INCAMZNZyklischer Konsum30,2410071,9—
Amplify Investments, LLCZyklischer KonsumAMAZON COM INCAMZNZyklischer KonsumAmplify Investments, LLC83+21.8 %73 %2230,5210071,9🔍 🎯 🏛️ 🏆
KEATING INVESTMENT COUNSELORS INCZyklischer KonsumAMAZON COM INCAMZNZyklischer KonsumKEATING INVESTMENT COUNSELORS INC130+20.1 %78 %11230,0510071,9🔍 🎯 🏛️ 🏆
Orca Wealth Management, LLCZyklischer KonsumAMAZON COM INCAMZNZyklischer KonsumOrca Wealth Management, LLC143+19.9 %73 %6330,1510071,9🔍 🎯 🏛️ 🏆
MCDONALDS CORPZyklischer KonsumMCDONALDS CORPMCDZyklischer Konsum20,239461,1—
Trellis Wealth Advisors LLCZyklischer KonsumMCDONALDS CORPMCDZyklischer KonsumTrellis Wealth Advisors LLC59+23.8 %78 %2320,0310061,1🔍 🎯 🏛️ 🏆
Adams Asset Advisors, LLCZyklischer KonsumMCDONALDS CORPMCDZyklischer KonsumAdams Asset Advisors, LLC93+21.4 %71 %10120,438761,1🔍 🎯 🏛️ 🏆
NIKE, Inc.Zyklischer KonsumNIKE, Inc.NKEZyklischer Konsum20,565047,5—
Trellis Wealth Advisors LLCZyklischer KonsumNIKE, Inc.NKEZyklischer KonsumTrellis Wealth Advisors LLC59+23.8 %78 %2320,0310047,5🔍 🎯 🏛️ 🏆
Arkfeld Wealth Strategies, L.L.C.Zyklischer KonsumNIKE, Inc.NKEZyklischer KonsumArkfeld Wealth Strategies, L.L.C.102+21.1 %71 %12621,08047,5🔍 🎯 🏛️ 🏆
GesundheitGesundheit21,006763,2—
ELI LILLY & CoGesundheitELI LILLY & CoLLYGesundheit22,915066,9—
Empirical Capital Management, LLCGesundheitELI LILLY & CoLLYGesundheitEmpirical Capital Management, LLC38+26.4 %79 %3325,7110066,9🔍 🎯 🏛️ 🏆
Bull Street Advisors, LLCGesundheitELI LILLY & CoLLYGesundheitBull Street Advisors, LLC138+19.9 %83 %8820,10066,9🔍 🎯 🏛️ 🏆
Merck & Co., Inc.GesundheitMerck & Co., Inc.MRKGesundheit20,075067,7—
Trellis Wealth Advisors LLCGesundheitMerck & Co., Inc.MRKGesundheitTrellis Wealth Advisors LLC59+23.8 %78 %2320,0510067,7🔍 🎯 🏛️ 🏆
Meritas Wealth Management, LLCGesundheitMerck & Co., Inc.MRKGesundheitMeritas Wealth Management, LLC99+21.2 %79 %3320,09067,7🔍 🎯 🏛️ 🏆
MCKESSON CORPGesundheitMCKESSON CORPMCKGesundheit20,0210054,9—
Trellis Wealth Advisors LLCGesundheitMCKESSON CORPMCKGesundheitTrellis Wealth Advisors LLC59+23.8 %78 %2320,0210054,9🔍 🎯 🏛️ 🏆
Columbus Macro, LLCGesundheitMCKESSON CORPMCKGesundheitColumbus Macro, LLC137+19.9 %77 %16220,0210054,9🔍 🎯 🏛️ 🏆
FinanzenFinanzen20,0110021,5—
loanDepot, Inc.FinanzenloanDepot, Inc.LDIFinanzen20,0110021,5—
Trellis Wealth Advisors LLCFinanzenloanDepot, Inc.LDIFinanzenTrellis Wealth Advisors LLC59+23.8 %78 %2320,0010021,5🔍 🎯 🏛️ 🏆
Monaco Asset Management SAMFinanzenloanDepot, Inc.LDIFinanzenMonaco Asset Management SAM127+20.1 %66 %20920,0110021,5🔍 🎯 🏛️ 🏆
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