Research suggests fund managers' biggest bets outperform. That’s even true for managers of poorly performing funds, although at the Investors' Chronicle, we’re only interested in the best of the best.
Every week, we publish a list of the “best ideas” of top fund managers from one of seven sectors. This week it is the turn of international stocks.
Our fund managers’ best ideas tables constitute the three most overweight positions of a selection of top performing funds. The data is based on the funds’ most recent portfolio disclosures to Morningstar.
Top Fund Managers' Favourite International Shares
| FUND BEST IDEAS: GLOBAL | |
| 11/3/2024 | No. Funds |
| Microsoft Corp | 10 (+1) |
| Amazon.com Inc | 6 (+1) |
| Linde PLC | 4 |
| ASML Holding NV | 3 (+2) |
| Lvmh Moet Hennessy Louis Vuitton SE | 3 (+1) |
| NVIDIA Corp | 3 |
| Accenture PLC Class A | 2 |
| MercadoLibre Inc | 2 |
| Adobe Inc | 1 |
| Air Liquide SA | 1 |
| Alphabet Inc Class C | 1 (-1) |
| Applied Materials Inc | 1 |
| Automatic Data Processing Inc | 1 (NEW) |
| Capgemini SE | 1 |
| CME Group Inc Class A | 1 |
| Dassault Systemes SE | 1 |
| Deutsche Boerse AG | 1 |
| DexCom Inc | 1 |
| Eli Lilly and Co | 1 |
| Essilorluxottica | 1 (-1) |
| Exxon Mobil Corp | 1 (NEW) |
| Ferrari NV | 1 |
| General Electric Co | 1 (NEW) |
| Hoya Corp | 1 (NEW) |
| Japan Tobacco Inc | 1 |
| London Stock Exchange Group PLC | 1 (-1) |
| L'Oreal SA | 1 |
| Nintendo Co Ltd | 1 |
| Palo Alto Networks Inc | 1 (NEW) |
| Partners Group Holding AG | 1 |
| Prologis Inc | 1 (NEW) |
| RELX PLC | 1 |
| SAP SE | 1 |
| ServiceNow Inc | 1 |
| Stryker Corp | 1 |
| UBS Group AG | 1 |
| Visa Inc Class A | 1 |
| West Pharmaceutical Services Inc | 1 |
| Wolters Kluwer NV | 1 |
Source: Morningstar. Based on 3 most overweight holdings
