Ken Fisher Portfolio

Fisher Asset Management LLC Holdings

Ken Fisher is an American investor and financial advisor. He founded Fisher Investments in 1979. In 2020, his personal wealth was estimated to be $6.3 billion. He has written multiple books on investing strategies that have been bestsellers in the New York Times.
Ken Fisher’s portfolio-style investment approach emphasizes durable, widely followed large-cap stocks across technology and energy, reflecting a preference for quality companies with long-term earning power and strong market positions. Within his list of key stocks, the following investments stand out:
1) Exxon Mobil Corporation (XOM): A core energy investment tied to global demand for oil and gas, often favored for resilience, cash flow generation, and disciplined capital allocation.
2) Apple Inc (AAPL): A technology investment aligned with brand strength, an ecosystem-driven revenue model, and durable consumer demand—positioning it as a high-visibility holding in a Ken Fisher investment portfolio.
3) NVIDIA Corp (NVDA): A growth-leaning stock investment focused on accelerated computing and AI infrastructure, with strong market momentum and long-term demand drivers supporting portfolio exposure to semiconductors.
4) Microsoft Corporation (MSFT): A platform-oriented investment combining enterprise software strength, cloud growth, and recurring revenue characteristics—often viewed as a steady compounder in stock portfolios.
5) Sony Corporation – ADR (SONY): A diversified consumer electronics and content investment, providing exposure to entertainment platforms, hardware ecosystems, and global branding within a broader portfolio of stocks.
Overall, Ken Fisher’s selection suggests a balance between tech innovation and established cash-flow businesses, targeting durable fundamentals and scalability as the central investment thesis across stocks in his portfolio.

$448B Total portoflio value
Sort by: Biggest Holdings Latest Trades Biggest Wins Biggest Losses
Stock
% of Portfolio
Average Buy Price The buy price is calculated from the weighted average of all purchases since the last sell-out of the investor. In case the buy price of a purchase wasn't reported, the average price during the reported period is taken.
Current Price
Last Transaction

Ken Fisher FAQ

Kenneth Lawrence Fisher was born on November 29, 1950 in San Francisco, California. He is a US investment analyst and founder and chairman of Fisher Investments, a financial advisory and asset management firm based in Camas, Washington.

In Arcata, he attended Humboldt State University, where he began studying forestry, but graduated in 1972 with a degree in economics. After working for his father’s company for a few years, he went into business by himself in 1979 as an investment advisor with his own firm, Fisher Investments.

He wrote several books about investment strategies. One of his most famous books is “The Ten Roads to Riches: The Ways the Wealthy Got There (And How You Can Too!)“.

Embed chart

Easily embed the chart on your blog or website – it will always update automatically!