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.

Sektor
 └─ Fonds (Track-Record)
  └─ Aktie
SektorFonds (Track-Record)RangHist. ExcessTreffernAktieTickerSektorPortf.-Gewicht %Stimmkontrolle %GCSGCS-TrendTop-Fonds-ClusterMehr
GesundheitGesundheit1,006763,2—2
Empirical Capital Management, LLCGesundheitEmpirical Capital Management, LLC38+26.4 %79 %335,7110066,9—2
ELI LILLY & CoGesundheitEmpirical Capital Management, LLC38+26.4 %79 %33ELI LILLY & CoLLYGesundheit5,7110066,92🔍 🎯 🏛️ 🏆
Trellis Wealth Advisors LLCGesundheitTrellis Wealth Advisors LLC59+23.8 %78 %230,0410061,3—2
Merck & Co., Inc.GesundheitTrellis Wealth Advisors LLC59+23.8 %78 %23Merck & Co., Inc.MRKGesundheit0,0510067,72🔍 🎯 🏛️ 🏆
MCKESSON CORPGesundheitTrellis Wealth Advisors LLC59+23.8 %78 %23MCKESSON CORPMCKGesundheit0,0210054,92🔍 🎯 🏛️ 🏆
Meritas Wealth Management, LLCGesundheitMeritas Wealth Management, LLC99+21.2 %79 %330,09067,7—2
Merck & Co., Inc.GesundheitMeritas Wealth Management, LLC99+21.2 %79 %33Merck & Co., Inc.MRKGesundheit0,09067,72🔍 🎯 🏛️ 🏆
Columbus Macro, LLCGesundheitColumbus Macro, LLC137+19.9 %77 %1620,0210054,9—2
MCKESSON CORPGesundheitColumbus Macro, LLC137+19.9 %77 %162MCKESSON CORPMCKGesundheit0,0210054,92🔍 🎯 🏛️ 🏆
Bull Street Advisors, LLCGesundheitBull Street Advisors, LLC138+19.9 %83 %880,10066,9—2
ELI LILLY & CoGesundheitBull Street Advisors, LLC138+19.9 %83 %88ELI LILLY & CoLLYGesundheit0,10066,92🔍 🎯 🏛️ 🏆
Industrie & TransportIndustrie & Transport0,205654,3—7
Empirical Capital Management, LLCIndustrie & TransportEmpirical Capital Management, LLC38+26.4 %79 %330,2210043,3—7
SPACE EXPLORATION TECHNOLOGIES CORPIndustrie & TransportEmpirical Capital Management, LLC38+26.4 %79 %33SPACE EXPLORATION TECHNOLOGIES CORPSPCXIndustrie & Transport0,2210043,37🔍 🎯 🏛️ 🏆
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.Industrie & TransportPPS&V ASSET MANAGEMENT CONSULTANTS, INC.45+25.5 %71 %210,16043,3—7
SPACE EXPLORATION TECHNOLOGIES CORPIndustrie & TransportPPS&V ASSET MANAGEMENT CONSULTANTS, INC.45+25.5 %71 %21SPACE EXPLORATION TECHNOLOGIES CORPSPCXIndustrie & Transport0,16043,37🔍 🎯 🏛️ 🏆
Canal Insurance COIndustrie & TransportCanal Insurance CO46+25.4 %75 %1000,7110043,3—7
SPACE EXPLORATION TECHNOLOGIES CORPIndustrie & TransportCanal Insurance CO46+25.4 %75 %100SPACE EXPLORATION TECHNOLOGIES CORPSPCXIndustrie & Transport0,7110043,37🔍 🎯 🏛️ 🏆
OLD REPUBLIC INTERNATIONAL CORPIndustrie & TransportOLD REPUBLIC INTERNATIONAL CORP54+24.3 %87 %910,0310066,8—3
INTERNATIONAL BUSINESS MACHINES CORPIndustrie & TransportOLD REPUBLIC INTERNATIONAL CORP54+24.3 %87 %91INTERNATIONAL BUSINESS MACHINES CORPIBMIndustrie & Transport0,0310066,83🔍 🎯 🏛️ 🏆
Trellis Wealth Advisors LLCIndustrie & TransportTrellis Wealth Advisors LLC59+23.8 %78 %230,0310056,5—7
SPACE EXPLORATION TECHNOLOGIES CORPIndustrie & TransportTrellis Wealth Advisors LLC59+23.8 %78 %23SPACE EXPLORATION TECHNOLOGIES CORPSPCXIndustrie & Transport0,0510043,37🔍 🎯 🏛️ 🏆
HONEYWELL INTERNATIONAL INCIndustrie & TransportTrellis Wealth Advisors LLC59+23.8 %78 %23HONEYWELL INTERNATIONAL INCHONIndustrie & Transport0,0310058,02🔍 🎯 🏛️ 🏆
Honeywell Aerospace Inc.Industrie & TransportTrellis Wealth Advisors LLC59+23.8 %78 %23Honeywell Aerospace Inc.HONAIndustrie & Transport0,0210064,52🔍 🎯 🏛️ 🏆
RTX CorpIndustrie & TransportTrellis Wealth Advisors LLC59+23.8 %78 %23RTX CorpRTXIndustrie & Transport0,0110060,12🔍 🎯 🏛️ 🏆
Amplify Investments, LLCIndustrie & TransportAmplify Investments, LLC83+21.8 %73 %220,2510043,3—7
SPACE EXPLORATION TECHNOLOGIES CORPIndustrie & TransportAmplify Investments, LLC83+21.8 %73 %22SPACE EXPLORATION TECHNOLOGIES CORPSPCXIndustrie & Transport0,2510043,37🔍 🎯 🏛️ 🏆
Arcadia Wealth Management, LLCIndustrie & TransportArcadia Wealth Management, LLC88+21.7 %68 %251,23043,3—7
SPACE EXPLORATION TECHNOLOGIES CORPIndustrie & TransportArcadia Wealth Management, LLC88+21.7 %68 %25SPACE EXPLORATION TECHNOLOGIES CORPSPCXIndustrie & Transport1,23043,37🔍 🎯 🏛️ 🏆
VIKING FUND MANAGEMENT LLCIndustrie & TransportVIKING FUND MANAGEMENT LLC123+20.2 %73 %2300,1210043,3—7
SPACE EXPLORATION TECHNOLOGIES CORPIndustrie & TransportVIKING FUND MANAGEMENT LLC123+20.2 %73 %230SPACE EXPLORATION TECHNOLOGIES CORPSPCXIndustrie & Transport0,1210043,37🔍 🎯 🏛️ 🏆
Mokosak Advisory Group, LLCIndustrie & TransportMokosak Advisory Group, LLC141+19.9 %73 %220,06060,1—2
RTX CorpIndustrie & TransportMokosak Advisory Group, LLC141+19.9 %73 %22RTX CorpRTXIndustrie & Transport0,06060,12🔍 🎯 🏛️ 🏆
Cherokee Insurance CoIndustrie & TransportCherokee Insurance Co142+19.9 %82 %1190,08066,8—3
INTERNATIONAL BUSINESS MACHINES CORPIndustrie & TransportCherokee Insurance Co142+19.9 %82 %119INTERNATIONAL BUSINESS MACHINES CORPIBMIndustrie & Transport0,08066,83🔍 🎯 🏛️ 🏆
Provident Wealth Management, LLCIndustrie & TransportProvident Wealth Management, LLC145+19.9 %63 %490,12061,3—2
HONEYWELL INTERNATIONAL INCIndustrie & TransportProvident Wealth Management, LLC145+19.9 %63 %49HONEYWELL INTERNATIONAL INCHONIndustrie & Transport0,14058,02🔍 🎯 🏛️ 🏆
Honeywell Aerospace Inc.Industrie & TransportProvident Wealth Management, LLC145+19.9 %63 %49Honeywell Aerospace Inc.HONAIndustrie & Transport0,10064,52🔍 🎯 🏛️ 🏆
Hill Investment Group Partners, LLCIndustrie & TransportHill Investment Group Partners, LLC149+19.7 %84 %450,02066,8—3
INTERNATIONAL BUSINESS MACHINES CORPIndustrie & TransportHill Investment Group Partners, LLC149+19.7 %84 %45INTERNATIONAL BUSINESS MACHINES CORPIBMIndustrie & Transport0,02066,83🔍 🎯 🏛️ 🏆
Kommunikation & MedienKommunikation & Medien0,313261,8—4
Corecam Pte. Ltd.Kommunikation & MedienCorecam Pte. Ltd.52+24.9 %72 %251,46070,3—2
Alphabet Inc.Kommunikation & MedienCorecam Pte. Ltd.52+24.9 %72 %25Alphabet Inc.GOOGLKommunikation & Medien1,46070,32🔍 🎯 🏛️ 🏆
SEARCY FINANCIAL SERVICES INC /ADVKommunikation & MedienSEARCY FINANCIAL SERVICES INC /ADV81+21.9 %68 %220,10057,9—4
Meta Platforms, Inc.Kommunikation & MedienSEARCY FINANCIAL SERVICES INC /ADV81+21.9 %68 %22Meta Platforms, Inc.METAKommunikation & Medien0,10057,94🔍 🎯 🏛️ 🏆
Amplify Investments, LLCKommunikation & MedienAmplify Investments, LLC83+21.8 %73 %220,5810070,3—2
Alphabet Inc.Kommunikation & MedienAmplify Investments, LLC83+21.8 %73 %22Alphabet Inc.GOOGLKommunikation & Medien0,5810070,32🔍 🎯 🏛️ 🏆
REAVES W H & CO INCKommunikation & MedienREAVES W H & CO INC96+21.4 %75 %1210,005861,0—2
VERIZON COMMUNICATIONS INCKommunikation & MedienREAVES W H & CO INC96+21.4 %75 %121VERIZON COMMUNICATIONS INCVZKommunikation & Medien0,005861,02🔍 🎯 🏛️ 🏆
Meritas Wealth Management, LLCKommunikation & MedienMeritas Wealth Management, LLC99+21.2 %79 %330,11057,9—4
Meta Platforms, Inc.Kommunikation & MedienMeritas Wealth Management, LLC99+21.2 %79 %33Meta Platforms, Inc.METAKommunikation & Medien0,11057,94🔍 🎯 🏛️ 🏆
Arkfeld Wealth Strategies, L.L.C.Kommunikation & MedienArkfeld Wealth Strategies, L.L.C.102+21.1 %71 %1260,06057,9—4
Meta Platforms, Inc.Kommunikation & MedienArkfeld Wealth Strategies, L.L.C.102+21.1 %71 %126Meta Platforms, Inc.METAKommunikation & Medien0,06057,94🔍 🎯 🏛️ 🏆
Trinity Wealth Management, LLCKommunikation & MedienTrinity Wealth Management, LLC126+20.1 %70 %200,08061,0—2
VERIZON COMMUNICATIONS INCKommunikation & MedienTrinity Wealth Management, LLC126+20.1 %70 %20VERIZON COMMUNICATIONS INCVZKommunikation & Medien0,08061,02🔍 🎯 🏛️ 🏆
Orca Wealth Management, LLCKommunikation & MedienOrca Wealth Management, LLC143+19.9 %73 %630,1210057,9—4
Meta Platforms, Inc.Kommunikation & MedienOrca Wealth Management, LLC143+19.9 %73 %63Meta Platforms, Inc.METAKommunikation & Medien0,1210057,94🔍 🎯 🏛️ 🏆
EnergieEnergie0,355059,5—4
Trellis Wealth Advisors LLCEnergieTrellis Wealth Advisors LLC59+23.8 %78 %230,1110060,1—4
EXXON MOBIL CORPEnergieTrellis Wealth Advisors LLC59+23.8 %78 %23EXXON MOBIL CORPXOMEnergie0,1110060,14🔍 🎯 🏛️ 🏆
ENZI WEALTHEnergieENZI WEALTH62+23.6 %80 %600,09061,0—2
VALERO ENERGY CORP/TXEnergieENZI WEALTH62+23.6 %80 %60VALERO ENERGY CORP/TXVLOEnergie0,09061,02🔍 🎯 🏛️ 🏆
Frontier Asset Management, LLCEnergieFrontier Asset Management, LLC74+22.4 %82 %340,0610061,0—2
VALERO ENERGY CORP/TXEnergieFrontier Asset Management, LLC74+22.4 %82 %34VALERO ENERGY CORP/TXVLOEnergie0,0610061,02🔍 🎯 🏛️ 🏆
Talbot Financial, LLCEnergieTalbot Financial, LLC76+22.3 %73 %920,02056,9—2
Marathon Petroleum CorpEnergieTalbot Financial, LLC76+22.3 %73 %92Marathon Petroleum CorpMPCEnergie0,02056,92🔍 🎯 🏛️ 🏆
Meritas Wealth Management, LLCEnergieMeritas Wealth Management, LLC99+21.2 %79 %330,12060,1—4
EXXON MOBIL CORPEnergieMeritas Wealth Management, LLC99+21.2 %79 %33EXXON MOBIL CORPXOMEnergie0,12060,14🔍 🎯 🏛️ 🏆
VAUGHAN & Co SECURITIES, INC.EnergieVAUGHAN & Co SECURITIES, INC.121+20.2 %82 %510,1410060,1—4
EXXON MOBIL CORPEnergieVAUGHAN & Co SECURITIES, INC.121+20.2 %82 %51EXXON MOBIL CORPXOMEnergie0,1410060,14🔍 🎯 🏛️ 🏆
Cherokee Insurance CoEnergieCherokee Insurance Co142+19.9 %82 %1192,09060,1—4
EXXON MOBIL CORPEnergieCherokee Insurance Co142+19.9 %82 %119EXXON MOBIL CORPXOMEnergie2,09060,14🔍 🎯 🏛️ 🏆
Orca Wealth Management, LLCEnergieOrca Wealth Management, LLC143+19.9 %73 %630,1510056,9—2
Marathon Petroleum CorpEnergieOrca Wealth Management, LLC143+19.9 %73 %63Marathon Petroleum CorpMPCEnergie0,1510056,92🔍 🎯 🏛️ 🏆
Zyklischer KonsumZyklischer Konsum0,338461,8—3
Trellis Wealth Advisors LLCZyklischer KonsumTrellis Wealth Advisors LLC59+23.8 %78 %230,0310054,3—2
MCDONALDS CORPZyklischer KonsumTrellis Wealth Advisors LLC59+23.8 %78 %23MCDONALDS CORPMCDZyklischer Konsum0,0310061,12🔍 🎯 🏛️ 🏆
NIKE, Inc.Zyklischer KonsumTrellis Wealth Advisors LLC59+23.8 %78 %23NIKE, Inc.NKEZyklischer Konsum0,0310047,52🔍 🎯 🏛️ 🏆
Amplify Investments, LLCZyklischer KonsumAmplify Investments, LLC83+21.8 %73 %220,5210071,9—3
AMAZON COM INCZyklischer KonsumAmplify Investments, LLC83+21.8 %73 %22AMAZON COM INCAMZNZyklischer Konsum0,5210071,93🔍 🎯 🏛️ 🏆
Adams Asset Advisors, LLCZyklischer KonsumAdams Asset Advisors, LLC93+21.4 %71 %1010,438761,1—2
MCDONALDS CORPZyklischer KonsumAdams Asset Advisors, LLC93+21.4 %71 %101MCDONALDS CORPMCDZyklischer Konsum0,438761,12🔍 🎯 🏛️ 🏆
Arkfeld Wealth Strategies, L.L.C.Zyklischer KonsumArkfeld Wealth Strategies, L.L.C.102+21.1 %71 %1261,08047,5—2
NIKE, Inc.Zyklischer KonsumArkfeld Wealth Strategies, L.L.C.102+21.1 %71 %126NIKE, Inc.NKEZyklischer Konsum1,08047,52🔍 🎯 🏛️ 🏆
KEATING INVESTMENT COUNSELORS INCZyklischer KonsumKEATING INVESTMENT COUNSELORS INC130+20.1 %78 %1120,0510071,9—3
AMAZON COM INCZyklischer KonsumKEATING INVESTMENT COUNSELORS INC130+20.1 %78 %112AMAZON COM INCAMZNZyklischer Konsum0,0510071,93🔍 🎯 🏛️ 🏆
Orca Wealth Management, LLCZyklischer KonsumOrca Wealth Management, LLC143+19.9 %73 %630,1510071,9—3
AMAZON COM INCZyklischer KonsumOrca Wealth Management, LLC143+19.9 %73 %63AMAZON COM INCAMZNZyklischer Konsum0,1510071,93🔍 🎯 🏛️ 🏆
TechnologieTechnologie1,065342,9—3
Trellis Wealth Advisors LLCTechnologieTrellis Wealth Advisors LLC59+23.8 %78 %230,0210040,0—2
SHOPIFY INC.TechnologieTrellis Wealth Advisors LLC59+23.8 %78 %23SHOPIFY INC.SHOPTechnologie0,0210040,02🔍 🎯 🏛️ 🏆
Shoker Investment Counsel, Inc.TechnologieShoker Investment Counsel, Inc.60+23.8 %85 %1170,08060,4—2
ServiceNow, Inc.TechnologieShoker Investment Counsel, Inc.60+23.8 %85 %117ServiceNow, Inc.NOWTechnologie0,08060,42🔍 🎯 🏛️ 🏆
LB Partners LLCTechnologieLB Partners LLC71+22.7 %73 %370,7110060,4—2
ServiceNow, Inc.TechnologieLB Partners LLC71+22.7 %73 %37ServiceNow, Inc.NOWTechnologie0,7110060,42🔍 🎯 🏛️ 🏆
Flagstone Financial ManagementTechnologieFlagstone Financial Management72+22.7 %82 %280,05040,0—2
SHOPIFY INC.TechnologieFlagstone Financial Management72+22.7 %82 %28SHOPIFY INC.SHOPTechnologie0,05040,02🔍 🎯 🏛️ 🏆
Amplify Investments, LLCTechnologieAmplify Investments, LLC83+21.8 %73 %221,6910028,7—3
SK hynix Inc.TechnologieAmplify Investments, LLC83+21.8 %73 %22SK hynix Inc.SKHYTechnologie5,7010037,13🔍 🎯 🏛️ 🏆
D-Wave Quantum Inc.TechnologieAmplify Investments, LLC83+21.8 %73 %22D-Wave Quantum Inc.QBTSTechnologie0,4310028,42🔍 🎯 🏛️ 🏆
Rigetti Computing, Inc.TechnologieAmplify Investments, LLC83+21.8 %73 %22Rigetti Computing, Inc.RGTITechnologie0,3710025,52🔍 🎯 🏛️ 🏆
IonQ, Inc.TechnologieAmplify Investments, LLC83+21.8 %73 %22IonQ, Inc.IONQTechnologie0,2510023,92🔍 🎯 🏛️ 🏆
UNICOM Systems, Inc.TechnologieUNICOM Systems, Inc.110+20.7 %71 %282,2510037,1—3
SK hynix Inc.TechnologieUNICOM Systems, Inc.110+20.7 %71 %28SK hynix Inc.SKHYTechnologie2,2510037,13🔍 🎯 🏛️ 🏆
PEREGRINE INVESTMENT MANAGEMENT INCTechnologiePEREGRINE INVESTMENT MANAGEMENT INC128+20.1 %60 %254,7550,8—3
MICROSOFT CORPTechnologiePEREGRINE INVESTMENT MANAGEMENT INC128+20.1 %60 %25MICROSOFT CORPMSFTTechnologie5,8364,42🔍 🎯 🏛️ 🏆
SK hynix Inc.TechnologiePEREGRINE INVESTMENT MANAGEMENT INC128+20.1 %60 %25SK hynix Inc.SKHYTechnologie3,6637,13🔍 🎯 🏛️ 🏆
Vawter Financial, Ltd.TechnologieVawter Financial, Ltd.140+19.9 %73 %330,1310060,1—2
CrowdStrike Holdings, Inc.TechnologieVawter Financial, Ltd.140+19.9 %73 %33CrowdStrike Holdings, Inc.CRWDTechnologie0,1310060,12🔍 🎯 🏛️ 🏆
Mokosak Advisory Group, LLCTechnologieMokosak Advisory Group, LLC141+19.9 %73 %220,06057,9—2
Palantir Technologies Inc.TechnologieMokosak Advisory Group, LLC141+19.9 %73 %22Palantir Technologies Inc.PLTRTechnologie0,07049,32🔍 🎯 🏛️ 🏆
MICROSOFT CORPTechnologieMokosak Advisory Group, LLC141+19.9 %73 %22MICROSOFT CORPMSFTTechnologie0,06064,42🔍 🎯 🏛️ 🏆
CrowdStrike Holdings, Inc.TechnologieMokosak Advisory Group, LLC141+19.9 %73 %22CrowdStrike Holdings, Inc.CRWDTechnologie0,06060,12🔍 🎯 🏛️ 🏆
Cherokee Insurance CoTechnologieCherokee Insurance Co142+19.9 %82 %1190,13025,9—2
IonQ, Inc.TechnologieCherokee Insurance Co142+19.9 %82 %119IonQ, Inc.IONQTechnologie0,17023,92🔍 🎯 🏛️ 🏆
Rigetti Computing, Inc.TechnologieCherokee Insurance Co142+19.9 %82 %119Rigetti Computing, Inc.RGTITechnologie0,11025,52🔍 🎯 🏛️ 🏆
D-Wave Quantum Inc.TechnologieCherokee Insurance Co142+19.9 %82 %119D-Wave Quantum Inc.QBTSTechnologie0,10028,42🔍 🎯 🏛️ 🏆
Orca Wealth Management, LLCTechnologieOrca Wealth Management, LLC143+19.9 %73 %630,1410049,3—2
Palantir Technologies Inc.TechnologieOrca Wealth Management, LLC143+19.9 %73 %63Palantir Technologies Inc.PLTRTechnologie0,1410049,32🔍 🎯 🏛️ 🏆
FinanzenFinanzen0,0110021,5—2
Trellis Wealth Advisors LLCFinanzenTrellis Wealth Advisors LLC59+23.8 %78 %230,0010021,5—2
loanDepot, Inc.FinanzenTrellis Wealth Advisors LLC59+23.8 %78 %23loanDepot, Inc.LDIFinanzen0,0010021,52🔍 🎯 🏛️ 🏆
Monaco Asset Management SAMFinanzenMonaco Asset Management SAM127+20.1 %66 %2090,0110021,5—2
loanDepot, Inc.FinanzenMonaco Asset Management SAM127+20.1 %66 %209loanDepot, Inc.LDIFinanzen0,0110021,52🔍 🎯 🏛️ 🏆
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