Fisher Asset Management (Ken Fisher)

Fisher Asset Management (Ken Fisher) has filed 13F reports from Q2 2013 through Q2 2026. In the most recent quarter, the fund reported $335.8B across 1037 positions. The portfolio has returned 8.3% annualized over five years, with 16.1% volatility and a maximum drawdown of 30.3%. Top holdings include NVDA, AAPL, IEF, GOOGL, CAT. Across all filing periods, 17.0% 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.