StockCircle
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$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.
TipRanks
tipranks.com › top financial experts › hedge funds › ken fisher
Ken Fisher | Fisher Asset Management LLC Profile - TipRanks.com
2 days ago - Fisher Asset Management LLC’s average return since the fund’s last 13F filing is 6.26%.
Videos
10:57
Ken Fisher Talks Short-Term Market Swings, Natural Disasters, US ...
06:42
Do You Need Gold in Your Portfolio? - YouTube
08:07
Is Now a Good Time to Invest in Stocks? - YouTube
05:52
Fisher Investments - The Near-Perfect Recession Indicator
07:11
Fisher Investments - What Comes Next for US Stocks?
11:57
Fisher Investments Reviews How Investors Should Think ...
What is the average return on Fisher Investments?
The firm does not share performance data publicly, though it does disclose it uses the MSCI World Index for many of its private clients’ stock portfolios.
stockanalysis.com
stockanalysis.com › home › articles › fisher investments review
Fisher Investments Review 2025: Is It Worth the Fees?
What is Ken Fisher Net Worth?
Ken Fisher is Managing Fisher Asset Management LLC which has a net worth of $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
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.
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 - Take A Look At Fisher Investments’ Founder, Ken Fisher, Provides Investing Tips for New Investors: The average return for Fisher Investments since the last 13F filing is 6.34%.
Insider Monkey
insidermonkey.com › hedge-fund › fisher+asset+management › 11
Ken Fisher - Fisher Asset Management - 2026 13F Holdings, Performance, and AUM - Insider Monkey
It generated a a weighted average return of 5.8% in Q3 and 7.6% during the first 9 months of 2018, which is higher than the S&P 500’s gain of 2.7%. For 2017, Fisher Asset Management’s estimated returns amounted to 24.3%, above the Index’s gain of 21.7%. In the same fashion, Ken Fisher's ...
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 ...
Wikipedia
en.wikipedia.org › wiki › Kenneth_Fisher
Kenneth Fisher - Wikipedia
3 weeks ago - The deal valued Fisher Investments ... majority beneficial ownership and more than 70% of the voting shares following the sale, which is expected to be completed in 2024....
StockAnalysis
stockanalysis.com › home › articles › fisher investments review
Fisher Investments Review 2025: Is It Worth the Fees?
August 26, 2025 - In my opinion, if you're deciding whether or not to use Fisher Investments, the entire decision comes down to whether you have confidence in Fisher's IPC and want to use its models. More on this below. Note: The company does not publicly disclose its strategies' returns.
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
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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.
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So Fisher can beat the S&P 500 by 4-5% after fees? No way!
Seeking Alpha
seekingalpha.com › home › latest articles
Tracking Ken Fisher’s Fisher Asset Management Portfolio - Q3 2022 Update | Seeking Alpha
November 10, 2022 - Fisher’s 13F portfolio value decreased from ~$141B to ~$133B in Q3 2022. Read more to see Fisher Asset Management's holdings and trades for Q3 2022.
Seeking Alpha
seekingalpha.com › home › latest articles
Tracking Ken Fisher’s Fisher Asset Management Portfolio – Q4 2022 Update | Seeking Alpha
February 6, 2023 - Fisher’s 13F portfolio value increased from ~$133B to ~$148B in Q4 2022. They increased Advanced Micro Devices, Lam Research, and Intuit while decreasing Nvidia, Meta Platforms, PayPal Holdings, and Broadcom.
Fisher Investments
fisherinvestments.com › home › personal wealth management › how we're different › performance
Investment Performance | Personal Wealth Management | Fisher Investments
Many methods exist for calculating and presenting investment returns. However, it can be difficult for advisers to show average results for a typical client since investors have different financial objectives, investment time horizons and comfort levels for risk. Of course, it’s easy for advisers to present their winners after the results are in. But, yesterday’s winners won’t necessarily be winners tomorrow. At Fisher Investments, we calculate performance based on the Global Investment Performance Standards (GIPS®), a framework of rigorous measurement standards with some important features:
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.
Authors Kenneth L. FisherJennifer Chou…
Published 2008
Pages 480
Validea
validea.com › kenneth-fisher
Kenneth Fisher - Price to Sales Value Strategy and Portfolio - Validea.com
Since 2003, this portfolio has returned 1,252.3%, outperforming the market by 687.7% using its optimal monthly rebalancing period and 10 stock portfolio size. Get the Top Ten Rated Stocks From Our Kenneth Fisher Portfolio Get Started ...
X
x.com › kennethlfisher
Ken Fisher (@KennethLFisher) / X
January 11, 2017 - Ken Fisher · @KennethLFisher · · · Mar 18, 2022 · For my Korean speaking followers, my latest column in · @Chosun is out now: https://chosun.com/economy/mint/2022/03/17/SYXMGEP34NCYTNFLDXJY3IOXGQ/… · 62 · 215 · 705 · Sign up now to get your own personalized timeline!
CXO Advisory
cxoadvisory.com › individual-gurus › forbes-evaluates-ken-fishers-stock-picking
Forbes Evaluates Ken Fisher's Stock Picking - CXO Advisory
February 29, 2016 - On average, he outperforms matching benchmark investments by 4.2% per year. A linear best-fit trend line suggests that outperformance is fading over time, but the sample period is short for trend analysis given the variability of inputs.
OPERS
opers.org › investments › Defined-Contribution › profiles › Fisher-Investments-US-Total-Return.pdf pdf
FISHER INVESTMENTS US TOTAL RETURN
cash equivalent returns are allocated to the equity sub-sector returns to create equity sub-sector plus cash returns. The methodology allocates 100% of the long only portion of cash to the equity sub-sector. Prior to September 2022 Fisher Investments Institutional Group used actual fees to calculate
GuruFocus
gurufocus.com › guru list › basic › fisher , › ken fisher stock picks
Ken Fisher Portfolio and Latest Trades
Fisher Asset Management, LLC has disclosed 1015 total holdings in their latest 13F filing with the SEC for the portfolio date of 2025-09-30. The current portfolio value is calculated to be $276.29 Bil.
HedgeFollow
hedgefollow.com › hedge funds › fisher asset management
Fisher Asset Management Portfolio | Ken Fisher 13F Holdings & Trades
Heatmaps of the top 13f holdings and a list of the largest trades made by Fisher Asset Management, the hedge fund managed by Ken Fisher.
Yahoo! Finance
finance.yahoo.com › news › ken-fisher-portfolio-12-biggest-121327656.html
Ken Fisher Portfolio: 12 Biggest Positions
February 25, 2024 - A $203 billion investment portfolio is no small achievement, even if the highly risky nature of the hedge fund industry sees the biggest players such as Ken Griffin's Citadel and Seth Klarman's Baupost often take leverage to fund their bets ...