HedgeFollow
hedgefollow.com › hedge funds › fisher asset management › fisher asset management fund performance
Fisher Asset Management Fund Performance History & Annualized Return
Historical performance of Fisher Asset Management, showing the return on investment of the portfolio managed by Ken Fisher and comparing it to other hedge funds.
Fisher Investments
fisherinvestments.com › home › personal wealth management › how we're different › performance
Investment Performance | Personal Wealth Management | Fisher Investments
Benchmarks act as a basis for portfolio creation and a reference point for measuring performance. Typically, the benchmark should be a broad, well-constructed index. Fisher Investments uses the MSCI World Index as the benchmark for most Fisher private clients’ stock portfolios.
Videos
05:57
Why is the Market Looking to Humiliate You? - YouTube
07:00
Rethink What You Know About Corporate Earnings - YouTube
06:52
Fisher Investments Reviews Why Portfolio Underweights and Overweights ...
10:11
Is Now a Good Time to Invest in Stocks? - YouTube
10:57
Ken Fisher Talks Short-Term Market Swings, Natural Disasters, US ...
05:52
Fisher Investments - The Near-Perfect Recession Indicator
What is Fisher Asset Management LLC’s Sharpe Ratio?
Fisher Asset Management LLC’s Sharpe Ratio is -0.10.
tipranks.com
tipranks.com › top financial experts › hedge funds › ken fisher
Ken Fisher | Fisher Asset Management LLC Profile - TipRanks.com
What is Fisher Asset Management LLC’s portfolio value?
Fisher Asset Management LLC’s portfolio value is $276.29B.
tipranks.com
tipranks.com › top financial experts › hedge funds › ken fisher
Ken Fisher | Fisher Asset Management LLC Profile - TipRanks.com
What is Fisher Asset Management LLC’s average return since the fund’s last 13F filing?
Fisher Asset Management LLC’s average return since the fund’s last 13F filing is 6.26%.
tipranks.com
tipranks.com › top financial experts › hedge funds › ken fisher
Ken Fisher | Fisher Asset Management LLC Profile - TipRanks.com
Morningstar
morningstar.com › asset-management-companies › fisher-investments-BN00000BU5
Fisher Investments - Asset Management Company | Morningstar
Review Fisher Investments's Funds and ETFs, check out Morningstar's ratings for each fund or ETF and quickly see which are the highest or lowest rated funds currently.
OPERS
opers.org › investments › Defined-Contribution › profiles › Fisher-Investments-US-Total-Return.pdf pdf
FISHER INVESTMENTS US TOTAL RETURN
5. For the period from September 1, 1994 through September 30, 2007, performance for this composite was determined using time-weighted rates of · return, with valuation on at least a monthly basis and geometric linking of periodic returns. On October 1, 2007, Fisher Investments adopted a new
TipRanks
tipranks.com › top financial experts › hedge funds › ken fisher
Ken Fisher | Fisher Asset Management LLC Profile - TipRanks.com
3 days ago - Compare Fisher Asset Management LLC's performance with other Hedge Funds and the S&P 500 ... Fisher Asset Management LLC’s portfolio gain since Jun 2013 was -81.95%. What is Fisher Asset Management LLC’s Sharpe Ratio?
Fisher Investments
fisherinvestments.com › home › resource library › tools and calculators › market and economic data
Market and Economic Data | General | Fisher Investments
Fisher Investments provides a list of helpful links for market and economic data.
Yahoo! Finance
ycharts.com › separate_accounts › S:0P00016RYU › total_return_forward_adjusted_price
Fisher Global Total Return Focused Performance & Stats
Performance · Allocations · Holdings · Fundamental Chart · Scatter Plot · Stress Test · Data · More · Sep '18 · Jan '19 · May '19 · 285.00 · 270.00 · 255.00 · 240.00 · View Basic Info Start Trial · Loading chart... Name · 2018 · 2019 · 2020 · 2021 · 2022 · 2023 · 2024 · YTD · Fisher Global Total Return Focused ·
Financial Times
markets.ft.com › data › funds › tearsheet › performance
FI Institutional Group Stock Fund for Retirement Plans, QDISX performance - FT.com
The performance data shown in tables and graphs on this page is calculated in USD of the fund/index/average (as applicable), on a Bid To Bid / Nav to Nav basis, with gross dividends re-invested on ex-dividend date.
Yahoo! Finance
finance.yahoo.com › quote › QDISX › performance
FI Instl Group Stock for Ret Plns (QDISX) Performance History - Yahoo Finance
Current and Historical Performance Performance for FI Instl Group Stock for Ret Plns on Yahoo Finance.
Fisher Investments
fisherinvestments.com › home › resource library › fisher investments faq
FAQ | Fisher Investments
How much money does Fisher Investments have under management? As of 12/31/2025, we manage over $386 billion for private clients and institutions globally.* Find out more about our assets under management here.
Yahoo! Finance
ycharts.com › separate_accounts › S:0P00003HL3
Fisher Global Total Return Performance & Stats
Performance · Allocations · Holdings ... · View Basic Info Start Trial · Loading chart... Name · 2018 · 2019 · 2020 · 2021 · 2022 · 2023 · 2024 · 2025 * Fisher Global Total Return ·...
Morningstar
morningstar.com › asset-management-companies › fisher-investments-BN00000BU5 › funds
Fisher Investments Funds List | Morningstar
Review our list of all Fisher Investments Funds that are available to invest in. Sort by star rating, minimum initial investment, share class, and more. See the full list!
Hedge Fund Alpha
hedgefundalpha.com › home › stocks analysis › ken fisher portfolio revealed: his top stock holdings
Ken Fisher Portfolio Revealed: His Top Stock Holdings
March 25, 2024 - From the available data, we can see that in the period between 2013 and 2018, Fisher Investments delivered a gain of 124%, overperforming the S&P 500 which produced a gain of 91%, and the average hedge fund with a gain of 4.3%. From 2018 the ...
O'Reilly
oreilly.com › library › view › the-only-three › 9780470292679 › apk.html
K. Fisher Investments Global Total Return Performance - The Only Three Questions That Count: Investing by Knowing What Others Don't [Book]
October 20, 2008 - FI currently advises over $31 billion across two principal business units – Fisher Investments Institutional Group (FIIG) and Fisher Investments Private Client Group (FIPCG). FIPCG manages and serves all private client accounts managed by FI. These results have been prepared and presented in compliance with GIPS standards for the period January 1, 1995 through June 30, 2006. The composite's performance before 12/31/95 comprises equity-oriented, ...
Authors Kenneth L. FisherJennifer Chou…
Published 2008
Pages 480
Trustnet
www2.trustnet.com › managers › factsheet › ken-fisher › ima-utoeic › O › MC1222897
Ken Fisher | Fund manager factsheet | Fisher Investments Institution | Trustnet
Ken Fisher founded Fisher Investments in 1979, which is now a $236-plus billion investment adviser and money management firm serving large institutions, high net worth individuals and small business retirement plans globally. He was CEO for 37 years and now serves as Executive Chairman and ...
Fisher Investments
fisherinvestments.com › home › insights › q1 2025 executive summary
Q1 2025 Executive Summary | Insights | Fisher Investments
April 25, 2025 - First Quarter Market Perspectives Executive Summary. Inside, you will find a summary of market activity and our market outlook.
StockCircle
stockcircle.com › portfolio › ken-fisher
$292B Ken Fisher Portfolio / Fisher Asset Management LLC Holdings
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. ... Bill Gates and Ken Fisher are quietly sitting on massive gains from one of 2025's most overlooked winners. Caterpillar Inc (NYSE: CAT), now the top-performing stock in the Dow, ...
Reddit
reddit.com › r/investing › anyone using fisher investments and feel like it's worth it?
r/investing on Reddit: Anyone using Fisher Investments and feel like it's worth it?
August 16, 2024 -
I've (52M) been talking with a Fisher rep for awhile, I've been through the analysis process, and they make a fairly compelling case that, net fees, they could improve my returns 4 to 5%.
I'm skeptical, but I'm also a "set it and forget" it investor, about 10% bonds, 50% VOO, 10% VTI/small cap, and the rest in target date funds.
My portfolio is a little unbalanced and spread over a bunch of accounts I've accumulated over the years. Overweight in some areas, underweight in others. I could consolidate and balance, but I hate to think I'm leaving money on the table with a mostly hands off approach. Hoping to semi-retire in 10 years.
Anyone using Fisher, or other similar firm, and feel it's worth the fees?
EDIT: Fisher fee is 1.25. Most of my ETFs are .03 to .1
Top answer 1 of 93
190
You should never hire an FA for performance. You should hire them for comprehensive planning (tax planning, distribution strategies, retirement income analysis, estate concerns, etc.). If they aren’t doing all of that for you, what are you paying for? Edit: to clarify, anyone down playing the value of an advisor is an idiot. Most people (including those here) should be paying an advisor. Just make sure you’re getting real value from it.
2 of 93
59
So Fisher can beat the S&P 500 by 4-5% after fees? No way!
Fisher Investments
fisherinvestments.com › home › resource library › fisher investments faq
What is Fisher Investments' Performance History? | General
How much money does Fisher Investments have under management? As of 12/31/2025, we manage over $386 billion for private clients and institutions globally.* Find out more about our assets under management here.