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 investment portfolio emphasizes high-quality growth and durable business models, with a focus on leading tech and financial infrastructure stocks. Based on his top five holdings, these are key investments that may align with his market approach:
1. NVIDIA Corp (NVIDIA): A growth-focused investment in semiconductor and AI compute leadership, reflecting confidence in scalable demand for modern chips and platforms driving the AI revolution.
2. Apple Inc: A core large-cap technology holding tied to ecosystem strength, brand loyalty, and recurring services revenue—an example of Fisher-style preference for companies with competitive advantages.
3. Alphabet Inc - Ordinary Shares - Class A: An investment in diversified internet and cloud businesses, supported by strong cash generation and long-term monetization opportunities across search, ads, and AI initiatives.
4. BlackRock Institutional Trust Company N.A. - iShares 7-10 Year Treasury Bond ETF: A stabilizing component within the broader portfolio, adding interest-rate exposure through high-quality U.S. Treasury bonds to help manage volatility alongside stock investments.
5. Microsoft Corporation: A premium technology investment anchored by enterprise software dominance, cloud growth, and platform ecosystems—consistent with an emphasis on long runway, pricing power, and shareholder value creation.
Overall, Fisher’s selections blend leading growth stocks with disciplined diversification, aiming to balance upside potential with risk management in a focused set of top-tier investment choices.

$358B Total portoflio value
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Latest News

Ken Fisher Portfolio Analysis: Top Holdings in August 2026

Analyze Ken Fisher's top 5 holdings as of August 2026, featuring NVIDIA (NVDA) and other key strategic investments from the founder of Fisher Investments.

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Ken Fisher Dividend Stocks: Top Income Picks for July 2026

Explore Ken Fisher's top 5 high-yield dividend stocks for July 2026, featuring income picks like the Guggenheim Strategic Opportunities Fund (GOF).

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Ken Fisher Portfolio: Top Holdings as of June 2026

Explore the 5 largest holdings in Ken Fisher's portfolio as of June 2026, including a major position in NVIDIA (NVDA) and other leading technology stocks.

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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!)“.

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