Fisher Asset Management (Ken Fisher)

Fisher Asset Management (Ken Fisher) has filed 13F reports from Q2 2013 through Q4 2025. The portfolio has returned 8.9% annualized over five years, with 15.8% volatility and a maximum drawdown of 51.8%. Across all filing periods, 17.6% included restatements and 0.0% introduced new holdings. Review the fund’s investment style metrics, recent position changes, track record by individual position and sector, and related educational resources below.