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.

Sektor
 └─ Fonds (Track-Record)
  └─ Aktie
SektorFonds (Track-Record)RangHist. ExcessTreffernAktieTickerSektorPortf.-Gewicht %Stimmkontrolle %GCSGCS-TrendTop-Fonds-ClusterMehr
TechnologieTechnologie1,413360,3—10
Talos Eurisko Asset Management LPTechnologieTalos Eurisko Asset Management LP2+60.7 %86 %363,3510060,3—10
MICRON TECHNOLOGY INCTechnologieTalos Eurisko Asset Management LP2+60.7 %86 %36MICRON TECHNOLOGY INCMUTechnologie3,3510060,310🔍 🎯 🏛️ 🏆
O'Connor Financial Group LLCTechnologieO'Connor Financial Group LLC26+28.2 %78 %230,2410060,3—10
MICRON TECHNOLOGY INCTechnologieO'Connor Financial Group LLC26+28.2 %78 %23MICRON TECHNOLOGY INCMUTechnologie0,2410060,310🔍 🎯 🏛️ 🏆
Blankinship & Foster, LLCTechnologieBlankinship & Foster, LLC51+25.0 %78 %890,23060,3—10
MICRON TECHNOLOGY INCTechnologieBlankinship & Foster, LLC51+25.0 %78 %89MICRON TECHNOLOGY INCMUTechnologie0,23060,310🔍 🎯 🏛️ 🏆
GOLDEN ROAD ADVISORS LLCTechnologieGOLDEN ROAD ADVISORS LLC105+20.9 %73 %261,47060,3—10
MICRON TECHNOLOGY INCTechnologieGOLDEN ROAD ADVISORS LLC105+20.9 %73 %26MICRON TECHNOLOGY INCMUTechnologie1,47060,310🔍 🎯 🏛️ 🏆
LifePlan Investment Advisors, Inc.TechnologieLifePlan Investment Advisors, Inc.118+20.4 %76 %330,19060,3—10
MICRON TECHNOLOGY INCTechnologieLifePlan Investment Advisors, Inc.118+20.4 %76 %33MICRON TECHNOLOGY INCMUTechnologie0,19060,310🔍 🎯 🏛️ 🏆
VAUGHAN & Co SECURITIES, INC.TechnologieVAUGHAN & Co SECURITIES, INC.121+20.2 %82 %510,5710060,3—10
MICRON TECHNOLOGY INCTechnologieVAUGHAN & Co SECURITIES, INC.121+20.2 %82 %51MICRON TECHNOLOGY INCMUTechnologie0,5710060,310🔍 🎯 🏛️ 🏆
PEREGRINE INVESTMENT MANAGEMENT INCTechnologiePEREGRINE INVESTMENT MANAGEMENT INC128+20.1 %60 %257,6860,3—10
MICRON TECHNOLOGY INCTechnologiePEREGRINE INVESTMENT MANAGEMENT INC128+20.1 %60 %25MICRON TECHNOLOGY INCMUTechnologie7,6860,310🔍 🎯 🏛️ 🏆
RiverGlades Family Offices LLCTechnologieRiverGlades Family Offices LLC133+20.1 %75 %1210,16060,3—10
MICRON TECHNOLOGY INCTechnologieRiverGlades Family Offices LLC133+20.1 %75 %121MICRON TECHNOLOGY INCMUTechnologie0,16060,310🔍 🎯 🏛️ 🏆
Mokosak Advisory Group, LLCTechnologieMokosak Advisory Group, LLC141+19.9 %73 %220,08060,3—10
MICRON TECHNOLOGY INCTechnologieMokosak Advisory Group, LLC141+19.9 %73 %22MICRON TECHNOLOGY INCMUTechnologie0,08060,310🔍 🎯 🏛️ 🏆
Provident Wealth Management, LLCTechnologieProvident Wealth Management, LLC145+19.9 %63 %490,14060,3—10
MICRON TECHNOLOGY INCTechnologieProvident Wealth Management, LLC145+19.9 %63 %49MICRON TECHNOLOGY INCMUTechnologie0,14060,310🔍 🎯 🏛️ 🏆
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