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
Empirical Capital Management, LLC38+26.4 %79 %33226,455,1
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.45+25.5 %71 %21125,543,3
Canal Insurance CO46+25.4 %75 %100125,443,3
Corecam Pte. Ltd.52+24.9 %72 %25124,970,3
OLD REPUBLIC INTERNATIONAL CORP54+24.3 %87 %91124,366,8
Trellis Wealth Advisors LLC59+23.8 %78 %231123,852,6
Shoker Investment Counsel, Inc.60+23.8 %85 %117123,860,4
ENZI WEALTH62+23.6 %80 %60123,661,0
LB Partners LLC71+22.7 %73 %37122,760,4
Flagstone Financial Management72+22.7 %82 %28122,740,0
Frontier Asset Management, LLC74+22.4 %82 %34122,461,0
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 %22721,842,9
Arcadia Wealth Management, LLC88+21.7 %68 %25121,743,3
Adams Asset Advisors, LLC93+21.4 %71 %101121,461,1
REAVES W H & CO INC96+21.4 %75 %121121,461,0
Meritas Wealth Management, LLC99+21.2 %79 %33321,261,9
Arkfeld Wealth Strategies, L.L.C.102+21.1 %71 %126221,152,7
UNICOM Systems, Inc.110+20.7 %71 %28120,737,1
VAUGHAN & Co SECURITIES, INC.121+20.2 %82 %51120,260,1
VIKING FUND MANAGEMENT LLC123+20.2 %73 %230120,243,3
Trinity Wealth Management, LLC126+20.1 %70 %20120,161,0
Monaco Asset Management SAM127+20.1 %66 %209120,121,5
PEREGRINE INVESTMENT MANAGEMENT INC128+20.1 %60 %25220,150,8
KEATING INVESTMENT COUNSELORS INC130+20.1 %78 %112120,171,9
Columbus Macro, LLC137+19.9 %77 %162119,954,9
Bull Street Advisors, LLC138+19.9 %83 %88119,966,9
Vawter Financial, Ltd.140+19.9 %73 %33119,960,1
Mokosak Advisory Group, LLC141+19.9 %73 %22419,958,5
Cherokee Insurance Co142+19.9 %82 %119519,940,9
Orca Wealth Management, LLC143+19.9 %73 %63419,959,0
Provident Wealth Management, LLC145+19.9 %63 %49219,961,3
Hill Investment Group Partners, LLC149+19.7 %84 %45119,766,8
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