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
Drummond Knight Asset Management Pty Ltd6+43.7 %86 %21343,756,1
SHAH CAPITAL MANAGEMENT13+31.8 %65 %20131,830,9
ADAMS NATURAL RESOURCES FUND, INC.32+27.2 %79 %76127,255,2
Empirical Capital Management, LLC38+26.4 %79 %33526,452,2
FOUNDATION RESOURCE MANAGEMENT INC39+26.3 %81 %67126,365,0
Ranmore Fund Management Ltd40+26.2 %81 %21926,257,6
PING CAPITAL MANAGEMENT, INC.41+26.1 %76 %68426,147,0
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.45+25.5 %71 %21225,557,0
Canal Insurance CO46+25.4 %75 %100125,443,4
Blankinship & Foster, LLC51+25.0 %78 %89225,047,5
Corecam Pte. Ltd.52+24.9 %72 %25224,961,7
Sparta 24 Ltd.53+24.8 %73 %301124,855,0
OLD REPUBLIC INTERNATIONAL CORP54+24.3 %87 %911324,367,7
Halter Ferguson Financial Inc.55+24.0 %68 %31124,026,1
Trellis Wealth Advisors LLC59+23.8 %78 %234723,851,9
Shoker Investment Counsel, Inc.60+23.8 %85 %117223,855,5
Keystone Financial Planning, Inc.61+23.7 %84 %67123,752,1
ENZI WEALTH62+23.6 %80 %60223,652,8
SL ADVISORS, LLC68+22.9 %76 %62122,955,8
LB Partners LLC71+22.7 %73 %37722,748,8
Flagstone Financial Management72+22.7 %82 %28122,735,8
Frontier Asset Management, LLC74+22.4 %82 %34222,457,5
Talbot Financial, LLC76+22.3 %73 %92122,350,5
SEARCY FINANCIAL SERVICES INC /ADV81+21.9 %68 %22121,949,0
Asset Allocation Strategies LLC86+21.7 %74 %35121,756,4
Arcadia Wealth Management, LLC88+21.7 %68 %25221,751,3
Adams Asset Advisors, LLC93+21.4 %71 %101421,455,9
Meritas Wealth Management, LLC99+21.2 %79 %33921,257,5
Arkfeld Wealth Strategies, L.L.C.102+21.1 %71 %126621,155,2
DKM Wealth Management, Inc.104+21.0 %75 %28221,055,4
UNICOM Systems, Inc.110+20.7 %71 %28120,736,6
WASHINGTON GROWTH STRATEGIES LLC112+20.6 %74 %39120,650,1
EHRLICH FINANCIAL GROUP113+20.5 %82 %33120,554,9
VAUGHAN & Co SECURITIES, INC.121+20.2 %82 %51420,256,8
VIKING FUND MANAGEMENT LLC123+20.2 %73 %230820,252,2
Ridgepath Capital Management LLC125+20.1 %76 %37120,153,9
Trinity Wealth Management, LLC126+20.1 %70 %20720,160,6
KEATING INVESTMENT COUNSELORS INC130+20.1 %78 %112320,163,8
Columbus Macro, LLC137+19.9 %77 %162619,954,7
Bull Street Advisors, LLC138+19.9 %83 %88119,965,2
Mokosak Advisory Group, LLC141+19.9 %73 %22419,956,4
Orca Wealth Management, LLC143+19.9 %73 %63519,956,2
Provident Wealth Management, LLC145+19.9 %63 %49319,959,8
QV Investors Inc.148+19.7 %79 %102319,747,4
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