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)
 └─ Aktie
Fonds (Track-Record)RangHist. ExcessTreffernAktieTickerSektorPortf.-Gewicht %Stimmkontrolle %GCSGCS-TrendTop-Fonds-ClusterMehr
Empirical Capital Management, LLCEmpirical Capital Management, LLC38+26.4 %79 %332,9710055,1—7
ELI LILLY & CoEmpirical Capital Management, LLC38+26.4 %79 %33ELI LILLY & CoLLYGesundheit5,7110066,92🔍 🎯 🏛️ 🏆
SPACE EXPLORATION TECHNOLOGIES CORPEmpirical Capital Management, LLC38+26.4 %79 %33SPACE EXPLORATION TECHNOLOGIES CORPSPCXIndustrie & Transport0,2210043,37🔍 🎯 🏛️ 🏆
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.PPS&V ASSET MANAGEMENT CONSULTANTS, INC.45+25.5 %71 %210,16043,3—7
SPACE EXPLORATION TECHNOLOGIES CORPPPS&V ASSET MANAGEMENT CONSULTANTS, INC.45+25.5 %71 %21SPACE EXPLORATION TECHNOLOGIES CORPSPCXIndustrie & Transport0,16043,37🔍 🎯 🏛️ 🏆
Canal Insurance COCanal Insurance CO46+25.4 %75 %1000,7110043,3—7
SPACE EXPLORATION TECHNOLOGIES CORPCanal Insurance CO46+25.4 %75 %100SPACE EXPLORATION TECHNOLOGIES CORPSPCXIndustrie & Transport0,7110043,37🔍 🎯 🏛️ 🏆
Corecam Pte. Ltd.Corecam Pte. Ltd.52+24.9 %72 %251,46070,3—2
Alphabet Inc.Corecam Pte. Ltd.52+24.9 %72 %25Alphabet Inc.GOOGLKommunikation & Medien1,46070,32🔍 🎯 🏛️ 🏆
OLD REPUBLIC INTERNATIONAL CORPOLD REPUBLIC INTERNATIONAL CORP54+24.3 %87 %910,0310066,8—3
INTERNATIONAL BUSINESS MACHINES CORPOLD REPUBLIC INTERNATIONAL CORP54+24.3 %87 %91INTERNATIONAL BUSINESS MACHINES CORPIBMIndustrie & Transport0,0310066,83🔍 🎯 🏛️ 🏆
Trellis Wealth Advisors LLCTrellis Wealth Advisors LLC59+23.8 %78 %230,0310052,6—7
EXXON MOBIL CORPTrellis Wealth Advisors LLC59+23.8 %78 %23EXXON MOBIL CORPXOMEnergie0,1110060,14🔍 🎯 🏛️ 🏆
SPACE EXPLORATION TECHNOLOGIES CORPTrellis Wealth Advisors LLC59+23.8 %78 %23SPACE EXPLORATION TECHNOLOGIES CORPSPCXIndustrie & Transport0,0510043,37🔍 🎯 🏛️ 🏆
Merck & Co., Inc.Trellis Wealth Advisors LLC59+23.8 %78 %23Merck & Co., Inc.MRKGesundheit0,0510067,72🔍 🎯 🏛️ 🏆
HONEYWELL INTERNATIONAL INCTrellis Wealth Advisors LLC59+23.8 %78 %23HONEYWELL INTERNATIONAL INCHONIndustrie & Transport0,0310058,02🔍 🎯 🏛️ 🏆
MCDONALDS CORPTrellis Wealth Advisors LLC59+23.8 %78 %23MCDONALDS CORPMCDZyklischer Konsum0,0310061,12🔍 🎯 🏛️ 🏆
NIKE, Inc.Trellis Wealth Advisors LLC59+23.8 %78 %23NIKE, Inc.NKEZyklischer Konsum0,0310047,52🔍 🎯 🏛️ 🏆
MCKESSON CORPTrellis Wealth Advisors LLC59+23.8 %78 %23MCKESSON CORPMCKGesundheit0,0210054,92🔍 🎯 🏛️ 🏆
SHOPIFY INC.Trellis Wealth Advisors LLC59+23.8 %78 %23SHOPIFY INC.SHOPTechnologie0,0210040,02🔍 🎯 🏛️ 🏆
Honeywell Aerospace Inc.Trellis Wealth Advisors LLC59+23.8 %78 %23Honeywell Aerospace Inc.HONAIndustrie & Transport0,0210064,52🔍 🎯 🏛️ 🏆
RTX CorpTrellis Wealth Advisors LLC59+23.8 %78 %23RTX CorpRTXIndustrie & Transport0,0110060,12🔍 🎯 🏛️ 🏆
loanDepot, Inc.Trellis Wealth Advisors LLC59+23.8 %78 %23loanDepot, Inc.LDIFinanzen0,0010021,52🔍 🎯 🏛️ 🏆
Shoker Investment Counsel, Inc.Shoker Investment Counsel, Inc.60+23.8 %85 %1170,08060,4—2
ServiceNow, Inc.Shoker Investment Counsel, Inc.60+23.8 %85 %117ServiceNow, Inc.NOWTechnologie0,08060,42🔍 🎯 🏛️ 🏆
ENZI WEALTHENZI WEALTH62+23.6 %80 %600,09061,0—2
VALERO ENERGY CORP/TXENZI WEALTH62+23.6 %80 %60VALERO ENERGY CORP/TXVLOEnergie0,09061,02🔍 🎯 🏛️ 🏆
LB Partners LLCLB Partners LLC71+22.7 %73 %370,7110060,4—2
ServiceNow, Inc.LB Partners LLC71+22.7 %73 %37ServiceNow, Inc.NOWTechnologie0,7110060,42🔍 🎯 🏛️ 🏆
Flagstone Financial ManagementFlagstone Financial Management72+22.7 %82 %280,05040,0—2
SHOPIFY INC.Flagstone Financial Management72+22.7 %82 %28SHOPIFY INC.SHOPTechnologie0,05040,02🔍 🎯 🏛️ 🏆
Frontier Asset Management, LLCFrontier Asset Management, LLC74+22.4 %82 %340,0610061,0—2
VALERO ENERGY CORP/TXFrontier Asset Management, LLC74+22.4 %82 %34VALERO ENERGY CORP/TXVLOEnergie0,0610061,02🔍 🎯 🏛️ 🏆
Talbot Financial, LLCTalbot Financial, LLC76+22.3 %73 %920,02056,9—2
Marathon Petroleum CorpTalbot Financial, LLC76+22.3 %73 %92Marathon Petroleum CorpMPCEnergie0,02056,92🔍 🎯 🏛️ 🏆
SEARCY FINANCIAL SERVICES INC /ADVSEARCY FINANCIAL SERVICES INC /ADV81+21.9 %68 %220,10057,9—4
Meta Platforms, Inc.SEARCY FINANCIAL SERVICES INC /ADV81+21.9 %68 %22Meta Platforms, Inc.METAKommunikation & Medien0,10057,94🔍 🎯 🏛️ 🏆
Amplify Investments, LLCAmplify Investments, LLC83+21.8 %73 %221,1610042,9—7
SK hynix Inc.Amplify Investments, LLC83+21.8 %73 %22SK hynix Inc.SKHYTechnologie5,7010037,13🔍 🎯 🏛️ 🏆
Alphabet Inc.Amplify Investments, LLC83+21.8 %73 %22Alphabet Inc.GOOGLKommunikation & Medien0,5810070,32🔍 🎯 🏛️ 🏆
AMAZON COM INCAmplify Investments, LLC83+21.8 %73 %22AMAZON COM INCAMZNZyklischer Konsum0,5210071,93🔍 🎯 🏛️ 🏆
D-Wave Quantum Inc.Amplify Investments, LLC83+21.8 %73 %22D-Wave Quantum Inc.QBTSTechnologie0,4310028,42🔍 🎯 🏛️ 🏆
Rigetti Computing, Inc.Amplify Investments, LLC83+21.8 %73 %22Rigetti Computing, Inc.RGTITechnologie0,3710025,52🔍 🎯 🏛️ 🏆
IonQ, Inc.Amplify Investments, LLC83+21.8 %73 %22IonQ, Inc.IONQTechnologie0,2510023,92🔍 🎯 🏛️ 🏆
SPACE EXPLORATION TECHNOLOGIES CORPAmplify Investments, LLC83+21.8 %73 %22SPACE EXPLORATION TECHNOLOGIES CORPSPCXIndustrie & Transport0,2510043,37🔍 🎯 🏛️ 🏆
Arcadia Wealth Management, LLCArcadia Wealth Management, LLC88+21.7 %68 %251,23043,3—7
SPACE EXPLORATION TECHNOLOGIES CORPArcadia Wealth Management, LLC88+21.7 %68 %25SPACE EXPLORATION TECHNOLOGIES CORPSPCXIndustrie & Transport1,23043,37🔍 🎯 🏛️ 🏆
Adams Asset Advisors, LLCAdams Asset Advisors, LLC93+21.4 %71 %1010,438761,1—2
MCDONALDS CORPAdams Asset Advisors, LLC93+21.4 %71 %101MCDONALDS CORPMCDZyklischer Konsum0,438761,12🔍 🎯 🏛️ 🏆
REAVES W H & CO INCREAVES W H & CO INC96+21.4 %75 %1210,005861,0—2
VERIZON COMMUNICATIONS INCREAVES W H & CO INC96+21.4 %75 %121VERIZON COMMUNICATIONS INCVZKommunikation & Medien0,005861,02🔍 🎯 🏛️ 🏆
Meritas Wealth Management, LLCMeritas Wealth Management, LLC99+21.2 %79 %330,11061,9—4
EXXON MOBIL CORPMeritas Wealth Management, LLC99+21.2 %79 %33EXXON MOBIL CORPXOMEnergie0,12060,14🔍 🎯 🏛️ 🏆
Meta Platforms, Inc.Meritas Wealth Management, LLC99+21.2 %79 %33Meta Platforms, Inc.METAKommunikation & Medien0,11057,94🔍 🎯 🏛️ 🏆
Merck & Co., Inc.Meritas Wealth Management, LLC99+21.2 %79 %33Merck & Co., Inc.MRKGesundheit0,09067,72🔍 🎯 🏛️ 🏆
Arkfeld Wealth Strategies, L.L.C.Arkfeld Wealth Strategies, L.L.C.102+21.1 %71 %1260,57052,7—4
NIKE, Inc.Arkfeld Wealth Strategies, L.L.C.102+21.1 %71 %126NIKE, Inc.NKEZyklischer Konsum1,08047,52🔍 🎯 🏛️ 🏆
Meta Platforms, Inc.Arkfeld Wealth Strategies, L.L.C.102+21.1 %71 %126Meta Platforms, Inc.METAKommunikation & Medien0,06057,94🔍 🎯 🏛️ 🏆
UNICOM Systems, Inc.UNICOM Systems, Inc.110+20.7 %71 %282,2510037,1—3
SK hynix Inc.UNICOM Systems, Inc.110+20.7 %71 %28SK hynix Inc.SKHYTechnologie2,2510037,13🔍 🎯 🏛️ 🏆
VAUGHAN & Co SECURITIES, INC.VAUGHAN & Co SECURITIES, INC.121+20.2 %82 %510,1410060,1—4
EXXON MOBIL CORPVAUGHAN & Co SECURITIES, INC.121+20.2 %82 %51EXXON MOBIL CORPXOMEnergie0,1410060,14🔍 🎯 🏛️ 🏆
VIKING FUND MANAGEMENT LLCVIKING FUND MANAGEMENT LLC123+20.2 %73 %2300,1210043,3—7
SPACE EXPLORATION TECHNOLOGIES CORPVIKING FUND MANAGEMENT LLC123+20.2 %73 %230SPACE EXPLORATION TECHNOLOGIES CORPSPCXIndustrie & Transport0,1210043,37🔍 🎯 🏛️ 🏆
Trinity Wealth Management, LLCTrinity Wealth Management, LLC126+20.1 %70 %200,08061,0—2
VERIZON COMMUNICATIONS INCTrinity Wealth Management, LLC126+20.1 %70 %20VERIZON COMMUNICATIONS INCVZKommunikation & Medien0,08061,02🔍 🎯 🏛️ 🏆
Monaco Asset Management SAMMonaco Asset Management SAM127+20.1 %66 %2090,0110021,5—2
loanDepot, Inc.Monaco Asset Management SAM127+20.1 %66 %209loanDepot, Inc.LDIFinanzen0,0110021,52🔍 🎯 🏛️ 🏆
PEREGRINE INVESTMENT MANAGEMENT INCPEREGRINE INVESTMENT MANAGEMENT INC128+20.1 %60 %254,7550,8—3
MICROSOFT CORPPEREGRINE INVESTMENT MANAGEMENT INC128+20.1 %60 %25MICROSOFT CORPMSFTTechnologie5,8364,42🔍 🎯 🏛️ 🏆
SK hynix Inc.PEREGRINE INVESTMENT MANAGEMENT INC128+20.1 %60 %25SK hynix Inc.SKHYTechnologie3,6637,13🔍 🎯 🏛️ 🏆
KEATING INVESTMENT COUNSELORS INCKEATING INVESTMENT COUNSELORS INC130+20.1 %78 %1120,0510071,9—3
AMAZON COM INCKEATING INVESTMENT COUNSELORS INC130+20.1 %78 %112AMAZON COM INCAMZNZyklischer Konsum0,0510071,93🔍 🎯 🏛️ 🏆
Columbus Macro, LLCColumbus Macro, LLC137+19.9 %77 %1620,0210054,9—2
MCKESSON CORPColumbus Macro, LLC137+19.9 %77 %162MCKESSON CORPMCKGesundheit0,0210054,92🔍 🎯 🏛️ 🏆
Bull Street Advisors, LLCBull Street Advisors, LLC138+19.9 %83 %880,10066,9—2
ELI LILLY & CoBull Street Advisors, LLC138+19.9 %83 %88ELI LILLY & CoLLYGesundheit0,10066,92🔍 🎯 🏛️ 🏆
Vawter Financial, Ltd.Vawter Financial, Ltd.140+19.9 %73 %330,1310060,1—2
CrowdStrike Holdings, Inc.Vawter Financial, Ltd.140+19.9 %73 %33CrowdStrike Holdings, Inc.CRWDTechnologie0,1310060,12🔍 🎯 🏛️ 🏆
Mokosak Advisory Group, LLCMokosak Advisory Group, LLC141+19.9 %73 %220,06058,5—2
Palantir Technologies Inc.Mokosak Advisory Group, LLC141+19.9 %73 %22Palantir Technologies Inc.PLTRTechnologie0,07049,32🔍 🎯 🏛️ 🏆
MICROSOFT CORPMokosak Advisory Group, LLC141+19.9 %73 %22MICROSOFT CORPMSFTTechnologie0,06064,42🔍 🎯 🏛️ 🏆
CrowdStrike Holdings, Inc.Mokosak Advisory Group, LLC141+19.9 %73 %22CrowdStrike Holdings, Inc.CRWDTechnologie0,06060,12🔍 🎯 🏛️ 🏆
RTX CorpMokosak Advisory Group, LLC141+19.9 %73 %22RTX CorpRTXIndustrie & Transport0,06060,12🔍 🎯 🏛️ 🏆
Cherokee Insurance CoCherokee Insurance Co142+19.9 %82 %1190,51040,9—4
EXXON MOBIL CORPCherokee Insurance Co142+19.9 %82 %119EXXON MOBIL CORPXOMEnergie2,09060,14🔍 🎯 🏛️ 🏆
IonQ, Inc.Cherokee Insurance Co142+19.9 %82 %119IonQ, Inc.IONQTechnologie0,17023,92🔍 🎯 🏛️ 🏆
Rigetti Computing, Inc.Cherokee Insurance Co142+19.9 %82 %119Rigetti Computing, Inc.RGTITechnologie0,11025,52🔍 🎯 🏛️ 🏆
D-Wave Quantum Inc.Cherokee Insurance Co142+19.9 %82 %119D-Wave Quantum Inc.QBTSTechnologie0,10028,42🔍 🎯 🏛️ 🏆
INTERNATIONAL BUSINESS MACHINES CORPCherokee Insurance Co142+19.9 %82 %119INTERNATIONAL BUSINESS MACHINES CORPIBMIndustrie & Transport0,08066,83🔍 🎯 🏛️ 🏆
Orca Wealth Management, LLCOrca Wealth Management, LLC143+19.9 %73 %630,1410059,0—4
AMAZON COM INCOrca Wealth Management, LLC143+19.9 %73 %63AMAZON COM INCAMZNZyklischer Konsum0,1510071,93🔍 🎯 🏛️ 🏆
Marathon Petroleum CorpOrca Wealth Management, LLC143+19.9 %73 %63Marathon Petroleum CorpMPCEnergie0,1510056,92🔍 🎯 🏛️ 🏆
Palantir Technologies Inc.Orca Wealth Management, LLC143+19.9 %73 %63Palantir Technologies Inc.PLTRTechnologie0,1410049,32🔍 🎯 🏛️ 🏆
Meta Platforms, Inc.Orca Wealth Management, LLC143+19.9 %73 %63Meta Platforms, Inc.METAKommunikation & Medien0,1210057,94🔍 🎯 🏛️ 🏆
Provident Wealth Management, LLCProvident Wealth Management, LLC145+19.9 %63 %490,12061,3—2
HONEYWELL INTERNATIONAL INCProvident Wealth Management, LLC145+19.9 %63 %49HONEYWELL INTERNATIONAL INCHONIndustrie & Transport0,14058,02🔍 🎯 🏛️ 🏆
Honeywell Aerospace Inc.Provident Wealth Management, LLC145+19.9 %63 %49Honeywell Aerospace Inc.HONAIndustrie & Transport0,10064,52🔍 🎯 🏛️ 🏆
Hill Investment Group Partners, LLCHill Investment Group Partners, LLC149+19.7 %84 %450,02066,8—3
INTERNATIONAL BUSINESS MACHINES CORPHill Investment Group Partners, LLC149+19.7 %84 %45INTERNATIONAL BUSINESS MACHINES CORPIBMIndustrie & Transport0,02066,83🔍 🎯 🏛️ 🏆
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