In this article, we will discuss: Ken Fisher Stock Portfolio: 12 Best Stocks to Buy.
According to Ken Fisher, the founder and executive chairman of Fisher Investments, American investors continue to undervalue global diversity. In a Fisher Investments video dated January 28, 2026, he stated that many investors overlook international markets, notwithstanding solid non-US returns in 2025. As Fisher notes, investors can remain domestically centered and feel secure given the size of the U.S. market, but this comfort may limit their awareness of international opportunities.
He further noted that, since regional economic cycles vary, investing internationally can reduce overall volatility. He stated, “Different parts of the world are zigging when other parts are zagging.” He continued by stating that developments in artificial intelligence have accelerated and improved access to global information, providing investors with the ability to examine markets, returns, and economies around the globe. Fisher concluded that a wider view promotes better long-term decision-making and advised investors to take the time to examine data from countries other than their own. He declared, “Global first, your country second.”
With that said, here is the Ken Fisher Stock Portfolio: 12 Best Stocks to Buy.
Our Methodology
To curate our list of Ken Fisher’s 12 best stocks, we scanned Fisher Asset Management’s Q3 2025 13F filings, using Insider Monkey’s 13F database. We have also mentioned the number of hedge fund holders for each stock using Insider Monkey’s database of hedge funds as of Q3 2025. The stocks are ranked in ascending order of Fisher Asset Management’s stake value.
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 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).
12. Broadcom Inc. (NASDAQ:AVGO)
Fisher Asset Management’s Stake Value: 4,160,739,682
Number of Hedge Fund Holders: 183
Broadcom Inc. (NASDAQ:AVGO) is among the Ken Fisher Stock Portfolio.
Fidelity Investments and Broadcom Inc. (NASDAQ:AVGO) struck a deal on January 28, 2026, as reported by Reuters. Fidelity Investments had accused Broadcom of threatening to cut off access to software that was essential to its systems. A Massachusetts state court lawsuit brought in November will be voluntarily dismissed by Fidelity when the semiconductor firm agrees to keep supplying software and services to a Fidelity subsidiary. The deal was reached before the planned hearing on a request for an injunction. According to Fidelity, there will be no disruption to operations, clients, associates, or partners. The disagreement arose after Broadcom Inc. (NASDAQ:AVGO) acquired VMware in 2023 and began bundling virtualization technologies.
Citi maintains a Buy rating on Broadcom Inc. (NASDAQ:AVGO) with a $480 price target after a transfer of coverage, as reported by TheFly on January 29, 2026. The company’s increasing AI sales are cited by the business as the reason for the Buy rating.
The stock is down by 4.86% YTD as of January 29, 2026.
Broadcom Inc. (NASDAQ:AVGO) is one of the world’s leading semiconductor businesses, and it has expanded into infrastructure software.
11. ASML Holding N.V. (NASDAQ:ASML)
Fisher Asset Management’s Stake Value: $4,213,705,207
Number of Hedge Fund Holders: 82
ASML Holding N.V. (NASDAQ:ASML) is among the Ken Fisher Stock Portfolio.
ASML Holding N.V. (NASDAQ:ASML) announced record fourth-quarter bookings of €13.2 billion, significantly above the average analyst expectation of €6.85 billion, as reported by Bloomberg on January 28, 2026. This was due to the demand for innovative chipmaking equipment utilized in AI infrastructure. Extreme ultraviolet lithography equipment accounted for more than half of all reservations, totaling €7.4 billion. Based on management, clients expressed a more optimistic medium-term prognosis linked to ongoing AI demand, which is reflected in plans for extra capacity. The corporation projected 2026 revenue to be €34 billion-€39 billion, exceeding previous projections, and reported total net sales of €32.7 billion in 2025. In the fourth quarter, 36% of net system sales came from China.
Based on TheFly, Barclays boosted ASML Holding N.V. (NASDAQ:ASML) to Overweight from Equal Weight. It elevated its price goal to €1,500 from €1,200 in response to the results. As stated by the firm, major upgrades to projections were driven by record orders, and its guidance seems cautious. Barclays pointed to potential favorable prospects for the shares based on the strength of demand and order intake, noting room for further gain despite strong expectations before reporting.
ASML Holding N.V. (NASDAQ:ASML) leads the market in semiconductor lithography systems.
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