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 %22290,350,1
Talos Eurisko Asset Management LP2+60.7 %86 %36760,752,9
Galaxy Digital Capital Management GP LLC3+58.3 %76 %34558,354,4
Orion Resource Partners LP4+57.1 %80 %41357,149,9
Drummond Knight Asset Management Pty Ltd6+43.7 %86 %21143,764,2
Rithm Capital Corp.8+33.9 %81 %31233,962,9
Compass Rose Asset Management, LP12+32.4 %76 %29132,460,2
Helikon Investments Ltd17+30.7 %69 %35130,759,5
Seek First Inc.21+30.0 %70 %20230,063,1
Longitude (Cayman) Ltd.23+29.7 %64 %39129,759,2
BRIGADE CAPITAL MANAGEMENT, LP24+29.5 %63 %64229,558,5
O'Connor Financial Group LLC26+28.2 %78 %23828,261,5
Ripple Effect Asset Management LP27+28.2 %76 %21828,252,6
DEEPWATER ASSET MANAGEMENT, LLC29+27.5 %71 %49227,548,0
Four Tree Island Advisory LLC30+27.5 %71 %21227,554,8
Kinetic Partners Management, LP33+27.1 %71 %79727,159,9
Grand Alliance Asset Management Ltd34+27.0 %59 %22327,055,3
Boxer Capital Management, LLC36+26.8 %67 %55226,836,7
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD37+26.6 %61 %231226,662,4
Empirical Capital Management, LLC38+26.4 %79 %33126,453,7
Ranmore Fund Management Ltd40+26.2 %81 %21426,251,5
PING CAPITAL MANAGEMENT, INC.41+26.1 %76 %68426,160,4
FAIRHOLME CAPITAL MANAGEMENT LLC42+25.6 %83 %30125,660,0
McNamara Financial Services, Inc.44+25.5 %84 %44325,556,2
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.45+25.5 %71 %21125,559,6
Analog Century Management LP49+25.0 %73 %56325,059,3
REIK & CO., LLC50+25.0 %79 %53325,057,6
Blankinship & Foster, LLC51+25.0 %78 %89225,056,6
Corecam Pte. Ltd.52+24.9 %72 %25524,958,3
Sparta 24 Ltd.53+24.8 %73 %30124,829,4
OLD REPUBLIC INTERNATIONAL CORP54+24.3 %87 %91124,366,0
Halter Ferguson Financial Inc.55+24.0 %68 %31124,059,2
Benefit Street Partners LLC58+23.8 %66 %44223,844,1
Trellis Wealth Advisors LLC59+23.8 %78 %23123,859,3
Shoker Investment Counsel, Inc.60+23.8 %85 %117323,855,3
Keystone Financial Planning, Inc.61+23.7 %84 %67123,765,3
ENZI WEALTH62+23.6 %80 %60423,662,1
Praetorian PR LLC63+23.5 %73 %48123,541,0
Fusion Family Wealth, LLC64+23.5 %79 %52323,560,3
DIADEMA PARTNERS LP69+22.8 %68 %77222,836,7
L1 Capital Pty Ltd70+22.8 %67 %67322,846,8
Flagstone Financial Management72+22.7 %82 %28622,762,0
Frontier Asset Management, LLC74+22.4 %82 %34222,459,3
Talbot Financial, LLC76+22.3 %73 %92422,356,8
BRIGHT VALLEY CAPITAL Ltd78+22.3 %63 %30122,354,2
Sourcerock Group LLC82+21.9 %68 %130221,949,3
Asset Allocation Strategies LLC86+21.7 %74 %35221,758,2
Brightwater Advisory LLC87+21.7 %87 %23121,756,7
Arcadia Wealth Management, LLC88+21.7 %68 %25221,757,3
COERENTE CAPITAL MANAGEMENT89+21.5 %71 %56121,568,1
Slate Path Capital LP90+21.5 %62 %151521,555,5
DIAMANT ASSET MANAGEMENT, INC.94+21.4 %80 %156521,459,3
NEW VERNON INVESTMENT MANAGEMENT LLC95+21.4 %85 %71421,467,0
REAVES W H & CO INC96+21.4 %75 %121421,457,1
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 %35321,164,0
Arkfeld Wealth Strategies, L.L.C.102+21.1 %71 %126421,169,4
SEMPER AUGUSTUS INVESTMENTS GROUP LLC103+21.0 %66 %50421,055,7
GOLDEN ROAD ADVISORS LLC105+20.9 %73 %261120,962,6
VERITY Wealth Advisors108+20.8 %72 %32120,869,0
UNICOM Systems, Inc.110+20.7 %71 %28420,749,5
Ameraudi Asset Management, Inc.111+20.7 %69 %35120,767,6
WASHINGTON GROWTH STRATEGIES LLC112+20.6 %74 %39220,666,0
EHRLICH FINANCIAL GROUP113+20.5 %82 %33420,560,4
STONEHILL CAPITAL MANAGEMENT LLC114+20.5 %58 %38120,541,0
Recurrent Investment Advisors LLC115+20.4 %69 %99220,447,6
Cape Ann Asset Management Ltd116+20.4 %70 %20120,462,5
Avala Global LP117+20.4 %81 %58920,452,7
LifePlan Investment Advisors, Inc.118+20.4 %76 %33420,458,3
STONEBRIDGE CAPITAL MANAGEMENT INC119+20.3 %76 %101220,359,2
Sagil Capital LLP120+20.2 %70 %79120,229,5
VAUGHAN & Co SECURITIES, INC.121+20.2 %82 %51320,264,5
BROOKS, MOORE & ASSOCIATES, INC.122+20.2 %80 %125420,259,5
VIKING FUND MANAGEMENT LLC123+20.2 %73 %230420,254,3
KAYNE ANDERSON CAPITAL ADVISORS LP124+20.2 %78 %132520,252,8
Ridgepath Capital Management LLC125+20.1 %76 %37120,167,0
Trinity Wealth Management, LLC126+20.1 %70 %20420,163,5
Monaco Asset Management SAM127+20.1 %66 %209120,137,8
PEREGRINE INVESTMENT MANAGEMENT INC128+20.1 %60 %25620,157,2
KEATING INVESTMENT COUNSELORS INC130+20.1 %78 %112220,167,1
Northwest Quadrant Wealth Management, LLC132+20.1 %79 %87520,157,5
RiverGlades Family Offices LLC133+20.1 %75 %121720,162,5
Eldridge Investment Advisors, Inc.135+20.0 %81 %72420,056,1
Columbus Macro, LLC137+19.9 %77 %162119,966,6
Bull Street Advisors, LLC138+19.9 %83 %88119,963,8
Albar Capital Partners LLP139+19.9 %72 %47919,958,6
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 %119519,959,2
Orca Wealth Management, LLC143+19.9 %73 %63619,963,3
Provident Wealth Management, LLC145+19.9 %63 %491019,962,3
Rivermont Capital Management LP147+19.7 %69 %65619,752,9
QV Investors Inc.148+19.7 %79 %102319,758,4
Hill Investment Group Partners, LLC149+19.7 %84 %45119,751,5
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