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
Drummond Knight Asset Management Pty Ltd6+43.7 %86 %21343,759,0
Compass Rose Asset Management, LP12+32.4 %76 %29632,435,2
SHAH CAPITAL MANAGEMENT13+31.8 %65 %20131,832,8
MEDICI CAPITAL LLC18+30.5 %67 %21130,547,6
BRIGADE CAPITAL MANAGEMENT, LP24+29.5 %63 %64629,545,7
ADAMS NATURAL RESOURCES FUND, INC.32+27.2 %79 %76127,256,9
North of South Capital LLP35+26.9 %77 %26326,948,7
Empirical Capital Management, LLC38+26.4 %79 %33526,451,9
FOUNDATION RESOURCE MANAGEMENT INC39+26.3 %81 %67126,364,9
Ranmore Fund Management Ltd40+26.2 %81 %21926,258,8
PING CAPITAL MANAGEMENT, INC.41+26.1 %76 %68426,148,4
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.45+25.5 %71 %21225,557,7
Canal Insurance CO46+25.4 %75 %100125,443,3
Blankinship & Foster, LLC51+25.0 %78 %89225,047,7
Corecam Pte. Ltd.52+24.9 %72 %25224,961,7
Sparta 24 Ltd.53+24.8 %73 %301124,856,3
OLD REPUBLIC INTERNATIONAL CORP54+24.3 %87 %911324,368,1
Halter Ferguson Financial Inc.55+24.0 %68 %31124,032,9
Trellis Wealth Advisors LLC59+23.8 %78 %234723,851,9
Shoker Investment Counsel, Inc.60+23.8 %85 %117223,858,4
Keystone Financial Planning, Inc.61+23.7 %84 %67123,758,2
ENZI WEALTH62+23.6 %80 %60223,659,4
SL ADVISORS, LLC68+22.9 %76 %62122,951,2
LB Partners LLC71+22.7 %73 %37622,748,0
Flagstone Financial Management72+22.7 %82 %28122,740,0
Frontier Asset Management, LLC74+22.4 %82 %34222,458,7
Talbot Financial, LLC76+22.3 %73 %92122,356,9
SEARCY FINANCIAL SERVICES INC /ADV81+21.9 %68 %22121,957,9
Amplify Investments, LLC83+21.8 %73 %222121,846,5
Asset Allocation Strategies LLC86+21.7 %74 %35121,759,5
Arcadia Wealth Management, LLC88+21.7 %68 %25221,753,8
Adams Asset Advisors, LLC93+21.4 %71 %101421,462,3
REAVES W H & CO INC96+21.4 %75 %121421,445,3
Meritas Wealth Management, LLC99+21.2 %79 %33921,260,0
Arkfeld Wealth Strategies, L.L.C.102+21.1 %71 %126621,158,7
DKM Wealth Management, Inc.104+21.0 %75 %28221,054,8
UNICOM Systems, Inc.110+20.7 %71 %28120,737,1
WASHINGTON GROWTH STRATEGIES LLC112+20.6 %74 %39120,651,1
EHRLICH FINANCIAL GROUP113+20.5 %82 %33120,556,5
VAUGHAN & Co SECURITIES, INC.121+20.2 %82 %51420,257,0
VIKING FUND MANAGEMENT LLC123+20.2 %73 %230820,248,5
Ridgepath Capital Management LLC125+20.1 %76 %37120,155,5
Trinity Wealth Management, LLC126+20.1 %70 %20720,161,1
Monaco Asset Management SAM127+20.1 %66 %2091120,145,8
PEREGRINE INVESTMENT MANAGEMENT INC128+20.1 %60 %25320,147,6
KEATING INVESTMENT COUNSELORS INC130+20.1 %78 %112320,161,1
Columbus Macro, LLC137+19.9 %77 %162619,953,2
Bull Street Advisors, LLC138+19.9 %83 %88119,966,9
Vawter Financial, Ltd.140+19.9 %73 %33319,956,5
Mokosak Advisory Group, LLC141+19.9 %73 %22419,958,5
Cherokee Insurance Co142+19.9 %82 %119819,946,8
Orca Wealth Management, LLC143+19.9 %73 %63519,959,3
Provident Wealth Management, LLC145+19.9 %63 %49319,960,8
QV Investors Inc.148+19.7 %79 %102319,748,0
Hill Investment Group Partners, LLC149+19.7 %84 %45319,748,0
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