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
Goodlander Investment Management, LLC1+90.3 %77 %22890,343,7
Talos Eurisko Asset Management LP2+60.7 %86 %361260,750,8
Galaxy Digital Capital Management GP LLC3+58.3 %76 %342158,354,1
Orion Resource Partners LP4+57.1 %80 %411157,146,8
Drummond Knight Asset Management Pty Ltd6+43.7 %86 %21343,756,8
MAK CAPITAL ONE LLC7+39.8 %67 %24139,835,6
Rithm Capital Corp.8+33.9 %81 %31333,962,7
CONSOLIDATED PRESS INTERNATIONAL HOLDINGS LTD9+33.3 %83 %47233,350,7
Compass Rose Asset Management, LP12+32.4 %76 %29932,444,0
Helikon Investments Ltd17+30.7 %69 %35230,754,0
Seek First Inc.21+30.0 %70 %20330,069,3
PhiloSmith Capital Corp22+29.8 %84 %31129,862,8
Longitude (Cayman) Ltd.23+29.7 %64 %39129,759,2
BRIGADE CAPITAL MANAGEMENT, LP24+29.5 %63 %64429,558,9
O'Connor Financial Group LLC26+28.2 %78 %23928,259,0
Ripple Effect Asset Management LP27+28.2 %76 %21828,252,6
Coliseum Capital Management, LLC28+28.1 %57 %21128,169,7
DEEPWATER ASSET MANAGEMENT, LLC29+27.5 %71 %49427,548,6
Four Tree Island Advisory LLC30+27.5 %71 %21327,557,4
Energy Income Partners, LLC31+27.5 %78 %105527,552,2
Kinetic Partners Management, LP33+27.1 %71 %79827,159,2
Grand Alliance Asset Management Ltd34+27.0 %59 %22527,052,5
North of South Capital LLP35+26.9 %77 %26326,956,2
Boxer Capital Management, LLC36+26.8 %67 %551026,837,6
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD37+26.6 %61 %231526,661,2
Empirical Capital Management, LLC38+26.4 %79 %33326,452,9
FOUNDATION RESOURCE MANAGEMENT INC39+26.3 %81 %67226,357,5
Ranmore Fund Management Ltd40+26.2 %81 %21926,254,4
PING CAPITAL MANAGEMENT, INC.41+26.1 %76 %68926,158,7
FAIRHOLME CAPITAL MANAGEMENT LLC42+25.6 %83 %30325,661,2
McNamara Financial Services, Inc.44+25.5 %84 %44325,556,2
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.45+25.5 %71 %21125,559,6
Canal Insurance CO46+25.4 %75 %100225,428,6
Analog Century Management LP49+25.0 %73 %56525,058,2
REIK & CO., LLC50+25.0 %79 %53425,051,4
Blankinship & Foster, LLC51+25.0 %78 %89425,058,7
Corecam Pte. Ltd.52+24.9 %72 %251724,949,0
Sparta 24 Ltd.53+24.8 %73 %301224,846,8
OLD REPUBLIC INTERNATIONAL CORP54+24.3 %87 %91124,366,0
Halter Ferguson Financial Inc.55+24.0 %68 %31324,051,9
Focused Investors LLC56+23.9 %76 %29223,960,8
Arbiter Partners Capital Management LLC57+23.9 %74 %53323,949,8
Benefit Street Partners LLC58+23.8 %66 %44623,848,8
Trellis Wealth Advisors LLC59+23.8 %78 %23123,859,3
Shoker Investment Counsel, Inc.60+23.8 %85 %117423,855,8
Keystone Financial Planning, Inc.61+23.7 %84 %67223,764,1
ENZI WEALTH62+23.6 %80 %60423,662,1
Praetorian PR LLC63+23.5 %73 %48323,539,9
Fusion Family Wealth, LLC64+23.5 %79 %52323,560,3
Ategra Capital Management, LLC67+22.9 %85 %125122,954,0
DIADEMA PARTNERS LP69+22.8 %68 %772722,844,0
L1 Capital Pty Ltd70+22.8 %67 %67722,847,9
LB Partners LLC71+22.7 %73 %37322,762,5
Flagstone Financial Management72+22.7 %82 %28622,762,0
Frontier Asset Management, LLC74+22.4 %82 %34522,458,1
TCG Crossover Management, LLC75+22.4 %64 %50922,448,8
Talbot Financial, LLC76+22.3 %73 %92622,355,7
BRIGHT VALLEY CAPITAL Ltd78+22.3 %63 %30622,351,1
Progeny 3, Inc.80+22.0 %68 %56122,059,3
Sourcerock Group LLC82+21.9 %68 %130621,943,7
Glendon Capital Management LP85+21.8 %66 %32121,872,0
Asset Allocation Strategies LLC86+21.7 %74 %35321,759,3
Brightwater Advisory LLC87+21.7 %87 %23121,756,7
Arcadia Wealth Management, LLC88+21.7 %68 %25321,745,7
COERENTE CAPITAL MANAGEMENT89+21.5 %71 %56121,568,1
Slate Path Capital LP90+21.5 %62 %1511121,549,6
MARATHON ASSET MANAGEMENT LP91+21.4 %62 %34221,449,4
Adams Asset Advisors, LLC93+21.4 %71 %101121,439,7
DIAMANT ASSET MANAGEMENT, INC.94+21.4 %80 %156821,455,1
NEW VERNON INVESTMENT MANAGEMENT LLC95+21.4 %85 %71521,461,8
REAVES W H & CO INC96+21.4 %75 %1211021,454,5
Cardinal Strategic Wealth Guidance98+21.2 %77 %57321,264,5
Meritas Wealth Management, LLC99+21.2 %79 %33321,261,4
ADAPT Investment Managers SA101+21.1 %63 %35521,160,8
Arkfeld Wealth Strategies, L.L.C.102+21.1 %71 %126821,164,0
SEMPER AUGUSTUS INVESTMENTS GROUP LLC103+21.0 %66 %50721,058,0
DKM Wealth Management, Inc.104+21.0 %75 %28121,038,0
GOLDEN ROAD ADVISORS LLC105+20.9 %73 %261420,961,6
DSC Meridian Capital LP107+20.8 %70 %20120,846,2
VERITY Wealth Advisors108+20.8 %72 %32320,863,3
UNICOM Systems, Inc.110+20.7 %71 %28720,745,1
Ameraudi Asset Management, Inc.111+20.7 %69 %35120,767,6
WASHINGTON GROWTH STRATEGIES LLC112+20.6 %74 %39520,658,7
EHRLICH FINANCIAL GROUP113+20.5 %82 %33520,562,5
STONEHILL CAPITAL MANAGEMENT LLC114+20.5 %58 %38620,552,3
Recurrent Investment Advisors LLC115+20.4 %69 %99320,447,8
Cape Ann Asset Management Ltd116+20.4 %70 %20120,462,5
Avala Global LP117+20.4 %81 %581620,450,6
LifePlan Investment Advisors, Inc.118+20.4 %76 %33520,462,1
STONEBRIDGE CAPITAL MANAGEMENT INC119+20.3 %76 %101420,357,6
Sagil Capital LLP120+20.2 %70 %79720,244,7
VAUGHAN & Co SECURITIES, INC.121+20.2 %82 %51320,264,5
BROOKS, MOORE & ASSOCIATES, INC.122+20.2 %80 %125820,262,0
VIKING FUND MANAGEMENT LLC123+20.2 %73 %2301120,257,3
KAYNE ANDERSON CAPITAL ADVISORS LP124+20.2 %78 %132820,253,6
Ridgepath Capital Management LLC125+20.1 %76 %37220,163,4
Trinity Wealth Management, LLC126+20.1 %70 %20420,163,5
Monaco Asset Management SAM127+20.1 %66 %209520,152,1
PEREGRINE INVESTMENT MANAGEMENT INC128+20.1 %60 %251020,153,9
KEATING INVESTMENT COUNSELORS INC130+20.1 %78 %112320,160,8
Northwest Quadrant Wealth Management, LLC132+20.1 %79 %87620,158,2
RiverGlades Family Offices LLC133+20.1 %75 %1211020,162,0
Eldridge Investment Advisors, Inc.135+20.0 %81 %72520,059,5
Cliffwater LLC136+19.9 %77 %26219,955,2
Columbus Macro, LLC137+19.9 %77 %1621319,962,2
Bull Street Advisors, LLC138+19.9 %83 %88119,963,8
Albar Capital Partners LLP139+19.9 %72 %472119,958,2
Vawter Financial, Ltd.140+19.9 %73 %33219,963,3
Mokosak Advisory Group, LLC141+19.9 %73 %22419,961,9
Cherokee Insurance Co142+19.9 %82 %119819,962,9
Orca Wealth Management, LLC143+19.9 %73 %63919,960,6
Moerus Capital Management LLC144+19.9 %83 %23119,953,3
Provident Wealth Management, LLC145+19.9 %63 %491219,961,4
Boxwood Ventures, Inc.146+19.8 %82 %49219,862,9
Rivermont Capital Management LP147+19.7 %69 %65919,750,6
QV Investors Inc.148+19.7 %79 %102319,758,4
Hill Investment Group Partners, LLC149+19.7 %84 %45319,752,5
Mainsail Financial Group, LLC150+19.7 %76 %33219,760,9
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