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)
 └─ Neukauf (jüngstes Quartal)
Fonds (Track-Record)RangHist. ExcessTreffernNeukauf (jüngstes Quartal)TickerSektorPortf.-Gewicht %Stimmkontrolle %GCSGCS-TrendTop-Fonds-ClusterMehr
Talos Eurisko Asset Management LPTalos Eurisko Asset Management LP2+60.7 %86 %365,901000,00013
ADVANCED MICRO DEVICES INCTalos Eurisko Asset Management LP2+60.7 %86 %36ADVANCED MICRO DEVICES INCAMDTechnologie5,9010059.813🔍 🎯 🏛️ 🏆
Seek First Inc.Seek First Inc.21+30.0 %70 %200,251000,00013
ADVANCED MICRO DEVICES INCSeek First Inc.21+30.0 %70 %20ADVANCED MICRO DEVICES INCAMDTechnologie0,2510059.813🔍 🎯 🏛️ 🏆
O'Connor Financial Group LLCO'Connor Financial Group LLC26+28.2 %78 %230,181000,00013
ADVANCED MICRO DEVICES INCO'Connor Financial Group LLC26+28.2 %78 %23ADVANCED MICRO DEVICES INCAMDTechnologie0,1810059.813🔍 🎯 🏛️ 🏆
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTDAGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD37+26.6 %61 %230,701000,00013
ADVANCED MICRO DEVICES INCAGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD37+26.6 %61 %23ADVANCED MICRO DEVICES INCAMDTechnologie0,7010059.813🔍 🎯 🏛️ 🏆
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.PPS&V ASSET MANAGEMENT CONSULTANTS, INC.45+25.5 %71 %210,2100,00013
ADVANCED MICRO DEVICES INCPPS&V ASSET MANAGEMENT CONSULTANTS, INC.45+25.5 %71 %21ADVANCED MICRO DEVICES INCAMDTechnologie0,21059.813🔍 🎯 🏛️ 🏆
REIK & CO., LLCREIK & CO., LLC50+25.0 %79 %530,0800,00013
ADVANCED MICRO DEVICES INCREIK & CO., LLC50+25.0 %79 %53ADVANCED MICRO DEVICES INCAMDTechnologie0,08059.813🔍 🎯 🏛️ 🏆
Avala Global LPAvala Global LP117+20.4 %81 %582,541000,00013
ADVANCED MICRO DEVICES INCAvala Global LP117+20.4 %81 %58ADVANCED MICRO DEVICES INCAMDTechnologie2,5410059.813🔍 🎯 🏛️ 🏆
PEREGRINE INVESTMENT MANAGEMENT INCPEREGRINE INVESTMENT MANAGEMENT INC128+20.1 %60 %256,180,00013
ADVANCED MICRO DEVICES INCPEREGRINE INVESTMENT MANAGEMENT INC128+20.1 %60 %25ADVANCED MICRO DEVICES INCAMDTechnologie6,1859.813🔍 🎯 🏛️ 🏆
Northwest Quadrant Wealth Management, LLCNorthwest Quadrant Wealth Management, LLC132+20.1 %79 %870,091000,00013
ADVANCED MICRO DEVICES INCNorthwest Quadrant Wealth Management, LLC132+20.1 %79 %87ADVANCED MICRO DEVICES INCAMDTechnologie0,0910059.813🔍 🎯 🏛️ 🏆
Eldridge Investment Advisors, Inc.Eldridge Investment Advisors, Inc.135+20.0 %81 %720,0900,00013
ADVANCED MICRO DEVICES INCEldridge Investment Advisors, Inc.135+20.0 %81 %72ADVANCED MICRO DEVICES INCAMDTechnologie0,09059.813🔍 🎯 🏛️ 🏆
Albar Capital Partners LLPAlbar Capital Partners LLP139+19.9 %72 %470,361000,00013
ADVANCED MICRO DEVICES INCAlbar Capital Partners LLP139+19.9 %72 %47ADVANCED MICRO DEVICES INCAMDTechnologie0,3610059.813🔍 🎯 🏛️ 🏆
Mokosak Advisory Group, LLCMokosak Advisory Group, LLC141+19.9 %73 %220,1500,00013
ADVANCED MICRO DEVICES INCMokosak Advisory Group, LLC141+19.9 %73 %22ADVANCED MICRO DEVICES INCAMDTechnologie0,15059.813🔍 🎯 🏛️ 🏆
Cherokee Insurance CoCherokee Insurance Co142+19.9 %82 %1190,1100,00013
ADVANCED MICRO DEVICES INCCherokee Insurance Co142+19.9 %82 %119ADVANCED MICRO DEVICES INCAMDTechnologie0,11059.813🔍 🎯 🏛️ 🏆
Erweitert ×