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Ken Fisher

Fisher Asset Management, LLC

Ken Fisher, the son of legendary investor Philip Fisher, founded Fisher Investments. He wrote the “Portfolio Strategy” column for Forbes for over 20 years, making him one of the longest-serving contributing columnists in the magazine's history.

Shares Held
Asset Size
% Top 10
2236
$309.72B
31.78%
Latest2025Q3
Top BuysPFE (US)
Top SellsSAN (US)

Latest Changes

Indicators
Latest (2026Q1)
Previous (2025Q4)
Change
Mkt Value (report date)
1.00M
1.49M
-32.79%
Shares Held
35
45
-22.22%
Buys
9
14
-35.71%
Sells
0
8
--

Sector Allocation

No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Report Date
Watchlist
0.00%
+17.32K
$89.90K
$36.85K
7.10K
2026-03-31
Standard Chartered PLC Ord Shs (HK)
2888
0.00%
0.00
$81.51K
--
394.91
2025-12-31
0.00%
0.00
$78.42K
$79.14K
2.39K
2025-12-31
4
Compass Group ADR (US)
CMPGY
0.00%
0.00
$76.76K
--
2.48K
2025-12-31
0.00%
+15.90K
$64.25K
$55.46K
13.73K
2026-03-31
6
Marubeni Ord Shs (JP)
8002
0.00%
0.00
$54.51K
--
10.43
2026-02-28
7
i 80 Gold Ord Shs (CA)
IAU
0.00%
+35.40K
$53.67K
$2.21M
25.08K
2026-03-31
8
Societe Generale France Sponsored France ADR (US)
SCGLY
0.00%
0.00
$52.96K
--
3.23K
2025-12-31
0.00%
0.00
$42.52K
$43.16K
185.03
2025-12-31
0.00%
+11.47K
$40.95K
$21.16K
5.93K
2026-03-31

Latest Trades

No.
Name
Action
Shares Traded
% Change
Shares Held
Mkt Value (Date)
Report Date
Watchlist
i 80 Gold Ord Shs (CA)
IAU
Buy
+35.40K
+141.20%
25.08K
$53.67K
2026-03-31
Buy
+20.00K
+91.50%
21.86K
$2.58K
2026-03-31
Buy
+17.32K
+243.90%
7.10K
$89.90K
2026-03-31
Buy
+15.90K
+115.80%
13.73K
$64.25K
2026-03-31
5
Northern Dynasty Minerals Ord Shs (CA)
NDM
Buy
+14.00K
+215.20%
6.51K
$19.52K
2026-03-31
Buy
+11.47K
+193.50%
5.93K
$40.95K
2026-03-31
7
Standard Lithium Ord Shs (CA)
SLI
Buy
+11.00K
+150.30%
7.32K
$39.37K
2026-03-31
Buy
+10.00K
+155.80%
6.42K
$12.00K
2026-03-31
Buy
+1.09K
+78.50%
1.39K
$6.71K
2026-03-31

Holding Performance

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