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.

Öffentliche Ansicht: Es werden die Neukäufe der bestplatzierten Fonds gezeigt; die vollständige Liste ist Teil des Kunden-Abos.

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 LP3+54.2 %85 %263,351000,00015
MICRON TECHNOLOGY INCTalos Eurisko Asset Management LP3+54.2 %85 %26MICRON TECHNOLOGY INCMUTechnologie3,3510077.415🔍 🎯 🏛️ 🏆
O'Connor Financial Group LLCO'Connor Financial Group LLC19+27.9 %80 %200,241000,00015
MICRON TECHNOLOGY INCO'Connor Financial Group LLC19+27.9 %80 %20MICRON TECHNOLOGY INCMUTechnologie0,2410077.415🔍 🎯 🏛️ 🏆
Blankinship & Foster, LLCBlankinship & Foster, LLC36+24.9 %77 %860,2300,00015
MICRON TECHNOLOGY INCBlankinship & Foster, LLC36+24.9 %77 %86MICRON TECHNOLOGY INCMUTechnologie0,23077.415🔍 🎯 🏛️ 🏆
TRUEFG, LLCTRUEFG, LLC41+24.7 %70 %230,0900,00015
MICRON TECHNOLOGY INCTRUEFG, LLC41+24.7 %70 %23MICRON TECHNOLOGY INCMUTechnologie0,09077.415🔍 🎯 🏛️ 🏆
GOLDEN ROAD ADVISORS LLCGOLDEN ROAD ADVISORS LLC48+24.0 %74 %231,4700,00015
MICRON TECHNOLOGY INCGOLDEN ROAD ADVISORS LLC48+24.0 %74 %23MICRON TECHNOLOGY INCMUTechnologie1,47077.415🔍 🎯 🏛️ 🏆
MARKET STREET WEALTH MANAGEMENT ADVISORS LLCMARKET STREET WEALTH MANAGEMENT ADVISORS LLC75+22.1 %80 %300,1000,00015
MICRON TECHNOLOGY INCMARKET STREET WEALTH MANAGEMENT ADVISORS LLC75+22.1 %80 %30MICRON TECHNOLOGY INCMUTechnologie0,10077.415🔍 🎯 🏛️ 🏆
RiverGlades Family Offices LLCRiverGlades Family Offices LLC76+22.1 %77 %1130,1600,00015
MICRON TECHNOLOGY INCRiverGlades Family Offices LLC76+22.1 %77 %113MICRON TECHNOLOGY INCMUTechnologie0,16077.415🔍 🎯 🏛️ 🏆
LifePlan Investment Advisors, Inc.LifePlan Investment Advisors, Inc.104+21.0 %78 %320,2000,00015
MICRON TECHNOLOGY INCLifePlan Investment Advisors, Inc.104+21.0 %78 %32MICRON TECHNOLOGY INCMUTechnologie0,20077.415🔍 🎯 🏛️ 🏆
KITCHING PARTNERS, LLCKITCHING PARTNERS, LLC111+20.8 %67 %240,4800,00015
MICRON TECHNOLOGY INCKITCHING PARTNERS, LLC111+20.8 %67 %24MICRON TECHNOLOGY INCMUTechnologie0,48077.415🔍 🎯 🏛️ 🏆
VAUGHAN & Co SECURITIES, INC.VAUGHAN & Co SECURITIES, INC.123+20.2 %84 %500,571000,00015
MICRON TECHNOLOGY INCVAUGHAN & Co SECURITIES, INC.123+20.2 %84 %50MICRON TECHNOLOGY INCMUTechnologie0,5710077.415🔍 🎯 🏛️ 🏆
Adams Wealth ManagementAdams Wealth Management127+20.0 %69 %1060,5800,00015
MICRON TECHNOLOGY INCAdams Wealth Management127+20.0 %69 %106MICRON TECHNOLOGY INCMUTechnologie0,58077.415🔍 🎯 🏛️ 🏆
PEREGRINE INVESTMENT MANAGEMENT INCPEREGRINE INVESTMENT MANAGEMENT INC135+19.8 %61 %237,680,00015
MICRON TECHNOLOGY INCPEREGRINE INVESTMENT MANAGEMENT INC135+19.8 %61 %23MICRON TECHNOLOGY INCMUTechnologie7,6877.415🔍 🎯 🏛️ 🏆
Provident Wealth Management, LLCProvident Wealth Management, LLC136+19.8 %64 %470,1400,00015
MICRON TECHNOLOGY INCProvident Wealth Management, LLC136+19.8 %64 %47MICRON TECHNOLOGY INCMUTechnologie0,14077.415🔍 🎯 🏛️ 🏆
Chaney Capital Management, Inc.Chaney Capital Management, Inc.137+19.8 %73 %300,3000,00015
MICRON TECHNOLOGY INCChaney Capital Management, Inc.137+19.8 %73 %30MICRON TECHNOLOGY INCMUTechnologie0,30077.415🔍 🎯 🏛️ 🏆
SP Asset Management LLCSP Asset Management LLC149+19.6 %75 %1030,0200,00015
MICRON TECHNOLOGY INCSP Asset Management LLC149+19.6 %75 %103MICRON TECHNOLOGY INCMUTechnologie0,02077.415🔍 🎯 🏛️ 🏆
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