In this article, we will discuss: Billionaire Ken Fisher’s Latest Portfolio: 10 Best Stocks to Buy. For more stocks, you can head to Billionaire Ken Fisher’s Latest Portfolio: 5 Best Stocks to Buy.
Billionaire Ken Fisher is one of the richest hedge fund investors in the world. According to Forbes Magazine, his net worth sat at $13.2 billion as of June 2026. Unlike several hedge fund founders who have retired, Fisher still plays a role at his firm, Fisher Investments, where he is executive chairman and co-chief investment officer. According to Insider Monkey’s data, Fisher Investments had a 13F portfolio value of $294 billion as of the first quarter of 2026.
Like several other hedge funds, Fisher Investment’s 13F portfolio is also led by mega-cap technology stocks. Over the course of the past couple of years, the portfolio has also grown in value. For instance, at the end of 2024’s first quarter, it was worth $214 billion. The worth grew to sit at $230 billion at the end of Q1 2025. The growth also comes with a price, as data from FE Analytics shows that several of Fisher Investment’s funds had ongoing charges figures (OCF) of 1% or higher as of August 2025.
As for Ken Fisher, the billionaire is known for regularly communicating with the public. Not only did he write one of the longest-running columns in Forbes Magazine’s history, but these days, he also regularly appears on YouTube to share his take on the hottest events that drive the markets and global economic affairs. In a video recorded on May 15th, the hedge fund boss explained whether the Iran war was still threatening the stock market:
“The question keeps arising, bubbling up, if the resurgence in the Iranian war would be a serious impediment to the ongoing bull market on a global basis. . .if you say a resurgence is, the US and maybe Israel, and maybe a couple of other Western allied Gulf countries, increasingly engaging in conflict whether with boots on the ground or not with Iran and Iran solely, then the answer is, almost surely not. The possibility of that has been long contemplated and therefore would not be a shock to markets. Secondarily, there is this very, very long history of regional wars never causing bear markets.”
Our Methodology
For this article, we scanned Fisher Investment’s Q1 portfolio and picked its top holdings. The sector P/E data was sourced from Aswath Damodaran while the company data came courtesy of Yaoo Finance. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 599.2% since May 2014, beating its benchmark by 372 percentage points (see more details here).
10. Exxon Mobil Corporation (NYSE:XOM)
Fisher Investments’ Stake: $5.4 billion
Oil giant Exxon Mobil Corporation (NYSE:XOM)’s shares are up by 49% over the past year and by 24% year-to-date. Like several other firms, it is also currently in the process of moving its headquarters to Texas. On May 27th, Exxon Mobil Corporation (NYSE:XOM)’s shareholders approved the decision with a 71% vote in favor of the process.
The oil giant currently trades at a forward P/E ratio of 22.27, which is roughly in line with the integrated oil and gas sector’s 21.90 forward P/E ratio. Exxon Mobil Corporation (NYSE:XOM) also has a dividend yield of 2.70%.
As has been the case with other stocks, Exxon Mobil Corporation (NYSE:XOM)’s shares have also reacted to developments in the Iran war. For instance, the stock closed 2.8% higher on June 1st as news of a breakdown in negotiations over strikes in Lebanon made waves. The share price movement was accompanied by a rise in oil prices.
Clearbridge Dividend Strategy discussed Exxon Mobil Corporation (NYSE:XOM) in its Q1 2026 investor letter:
“We have focused our energy investments in our highest conviction ideas: Williams and Exxon Mobil Corporation (NYSE:XOM). ExxonMobil, however, as the largest private oil producer in the world, directly benefits from the events in the Persian Gulf. Higher oil prices will drive bumper earnings and cash flows, but that is not the only thing Exxon has going for it. Exxon’s robust production growth from low-cost basins will propel volume increases and margin expansion through the end of the decade. We have modestly trimmed our position as the stock has soared, but we maintain a significant investment in the company.”
9. The Goldman Sachs Group, Inc. (NYSE:GS)
Fisher Investments’ Stake: $5.8 billion
Banking giant The Goldman Sachs Group, Inc. (NYSE:GS)’s shares are up by 73% over the past year and by 13% year-to-date. Recently, media reports have suggested that turmoil in the private credit market might have affected the bank’s funds as well. As per Reuters, Goldman Sachs BDC reported a net asset value (NAV) of $12.17 per share at March end, which marked a 3.7% sequential drop. Additionally, the fund’s non-accruals rose to 4.7% of the loan portfolio at an annualized cost. The figure was significantly higher than the 2.8% cost during the previous quarter.
The Goldman Sachs Group, Inc. (NYSE:GS) currently trades at a forward P/E ratio of 15.08, which is lower than the brokerage and investment banking sector’s 19.86. The annual dividend yield is 1.73%.
Carillon Eagle Growth & Income Fund discussed The Goldman Sachs Group, Inc. (NYSE:GS) in its fourth quarter 2025 investor letter:
“The Goldman Sachs Group, Inc.’s (NYSE:GS) shares contributed to the fourth‑quarter performance due to positive financial results, coupled with increased optimism regarding capital markets activity heading into 2026. Goldman Sachs maintains one of the strongest global merger and acquisition (M&A) advisory and trading, with increased activity in M&A, initial public offerings, and debt issuance activity directly boosting its financial performance.”
