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Morningstar Investment Management LLC - Kunal Kapoor
Morningstar Investment Management LLC a Portfolio Activity as reported in the most recent 13F form published on Jun 30, 2024
410 Followers
Kunal Kapoor Morningstar Investment Management LLC
Hedge Fund Manager
Ranked #95 out of 487 Hedge Fund Managers
Portfolio Gain
+89.86%
Since Jan 2016
Sharpe Ratio
2.58
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$957.05M
Kunal Kapoor manages more assets than 37% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+15.27%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
58.59% General
12.70% Communication Services
9.35% Technology
5.78% Financial
5.22% Energy
1.86% Consumer Cyclical
1.72% Industrial Goods
1.54% Consumer Defensive
1.34% Healthcare
0.50% Utilities
0.27% Real Estate
0.12% Basic Materials
A breakdown of Morningstar Investment Management LLC's portfolio by sector
Morningstar Investment Management LLC Portfolio Activity
Baxter International
New
Healthcare
$38.23
($32.48-$43.99)
-0.53%
+100.00%
271.48K
0.03%
Encompass Health
New
Healthcare
$83.23
($78.53-$87.94)
+16.07%
+100.00%
201.18K
0.02%
Franklin FTSE Switzerland ETF
New
General
$32.98
($31.11-$34.84)
-1.06%
+100.00%
10.56M
1.10%
VanEck Morningstar Wide Moat ETF
New
General
$86.89
($83.63-$90.14)
+9.73%
+100.00%
6.21M
0.65%
Ventas
New
Real Estate
$46.35
($41.45-$51.26)
+26.57%
+100.00%
218.26K
0.02%
AbbVie
Reduced
Healthcare
$167.74
($153.58-$181.90)
-1.38%
-11.08%
1.47M
0.15%
Air Products and Chemicals
Reduced
Basic Materials
$257.07
($227.53-$286.61)
+28.71%
-6.96%
489.78K
0.05%
Alphabet Class A
Reduced
Communication Services
$167.82
($149.60-$186.05)
-3.63%
-6.98%
58.82M
6.14%
Amazon
Reduced
Consumer Cyclical
$183.08
($166.32-$199.84)
+4.37%
-46.25%
9.63M
1.01%
American Electric Power
Reduced
Utilities
$86.30
($79.16-$93.44)
+12.05%
-4.77%
981.20K
0.10%
See a list of Morningstar Investment Management LLC's holdings, as reported to the SEC on Jun 30, 2024. Click on any holding to see more details
Measured Performance
Compare Morningstar Investment Management LLC's performance with other Hedge Funds and the S&P 500
Morningstar Investment Management LLC activity FAQ
What is Morningstar Investment Management LLC’s portfolio gain since Jun 2013?
Morningstar Investment Management LLC’s portfolio gain since Jun 2013 was 89.86%.
What is Morningstar Investment Management LLC’s Sharpe Ratio?
Morningstar Investment Management LLC’s Sharpe Ratio is 2.58.
What is Morningstar Investment Management LLC’s portfolio value?
Morningstar Investment Management LLC’s portfolio value is $957.05M.
What is Morningstar Investment Management LLC’s average return since the fund’s last 13F filing?
Morningstar Investment Management LLC’s average return since the fund’s last 13F filing is 5.33%.
What was Morningstar Investment Management LLC’s average return in the last 12 months?
Morningstar Investment Management LLC’s average return in the last 12 months was 21.02%.
What was Morningstar Investment Management LLC’s average return in the last 3 years?
Morningstar Investment Management LLC’s average return in the last 3 years was 15.27%.
When was the most recent most recent 13F form submitted by Morningstar Investment Management LLC?
Morningstar Investment Management LLC's most recent 13F form was submitted on Jun 30, 2024.
who are the best performing hedge funds?
Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
What is Kunal Kapoor Net Worth?
Kunal Kapoor is Managing Morningstar Investment Management LLC which has a net worth of $957.05M.
TipRanks & Hedge Funds: TipRanks measures the performance of Kunal Kapoor and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.