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. | 445,800 | $2,387,406,114 | +89% | 0.36% | |
| 2. | 222,900 | $1,193,703,057 | +22% | 0.18% | |
| 3. | D E Shaw D. E. Shaw | 219,378 | $1,174,841,585 | +67% | 0.64% |
| 4. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 217,781 | $1,166,289,123 | +2% | 0.68% |
| 5. | AQR Capital Management Cliff Asness | 177,978 | $953,132,155 | +24% | 0.5% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $1,802.49 | 46 | $82,914.54 | 1,000 | 2022-09-01 | Filing | |
| $1,803.73 | 54 | $97,401.42 | 954 | 2022-09-01 | Filing | |
| $1,803.71 | 900 | $1,623,334.68 | 900 | 2022-09-01 | Filing | |
| $1,912.37 | 500 | $956,182.50 | 2,580 | 2022-08-29 | Filing | |
| $1,934.44 | 500 | $967,220.00 | 2,080 | 2022-08-08 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $4,165.72 | 10 | $41,657.20 | 18,543 | 2026-02-17 | Filing | |
| $4,162.89 | 40 | $166,515.50 | 18,553 | 2026-02-17 | Filing | |
| $4,161.55 | 10 | $41,615.46 | 18,593 | 2026-02-17 | Filing | |
| $4,160.45 | 30 | $124,813.60 | 18,603 | 2026-02-17 | Filing | |
| $4,158.01 | 20 | $83,160.10 | 18,633 | 2026-02-17 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,997,949 | $16,055,006,217 | 0.23% | |
| 2. | 2,756,175 | $14,760,230,065 | 0.25% | |
| 3. | 1,435,116 | $7,685,519,768 | 0.26% | |
| 4. | 1,119,516 | $5,995,386,171 | 0.38% | |
| 5. | 857,206 | $4,582,231,814 | 0.28% |