10 Best Magic Formula Stocks for 2026
However, in 2005, American academic and hedge fund manager Joel Greenblatt introduced what he called the ‘Magic Formula’ in his book The Little Book That Still Beats the Market.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | AQR Capital Management Cliff Asness | 3,369,266 | $954,546,591 | -8% | 0.5% |
| 2. | Alkeon Capital Management Panayotis Takis Sparaggis | 2,475,276 | $701,270,444 | 1.11% | |
| 3. | Windacre Partnership Snehal Amin | 2,352,100 | $666,373,451 | -37% | 7.15% |
| 4. | PAR Capital Management Paul Reeder And Edward Shapiro | 1,948,446 | $552,014,236 | -12% | 14.59% |
| 5. | Lyrical Asset Management Andrew Wellington And Jeff Keswin | 1,597,037 | $452,456,552 | -6% | 5.92% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $123.87 | 800 | $99,097.28 | 1,274 | 2022-05-18 | Filing | |
| $167.79 | 6,000 | $1,006,746.60 | 130,937 | 2022-03-07 | Filing | |
| $81.38 | 12,300 | $1,001,008.44 | 58,662 | 2020-08-07 | Filing | |
| $108.33 | 23,070 | $2,499,159.26 | 90,907 | 2019-12-06 | Filing | |
| $104.29 | 2,393 | $249,565.01 | 2,393 | 2019-12-05 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $258.00 | 1,000 | $258,000.00 | 2,916 | 2025-12-01 | Filing | |
| $256.93 | 856 | $219,932.08 | 10,806 | 2025-11-25 | Filing | |
| $248.08 | 849 | $210,619.92 | 11,662 | 2025-11-21 | Filing | |
| $271.55 | 3,000 | $814,650.00 | 30,858 | 2025-11-13 | Filing | |
| $205.88 | 852 | $175,412.49 | 12,036 | 2025-08-20 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 14,784,141 | $4,188,494,987 | 0.06% | |
| 2. | 9,836,038 | $2,786,647,912 | 0.05% | |
| 3. | 5,637,388 | $1,597,128,394 | 0.05% | |
| 4. | 5,420,560 | $1,535,699,290 | 0.1% | |
| 5. | 3,320,316 | $938,338,231 | 0.06% |