Ken Fishers Best Picks: (BIDU) (NOV) (EMC) (CAT)

Among the best performers of Billionaire investor Ken Fisher via his Fisher Investments, are his holdings in BAIDU INC (NASDAQ: BIDU), National Oilwell Varco INC (NYSE: NOV), EMC CORP (NYSE:EMC), Caterpillar (NYSE: CAT) and Banco Santander S.A. (NYSE: STD), as of the end of December.

Baidu was by far the top performer of the companies he has significant investment in, up 31.7 percent during that period of time.

Following far behind, but still performing strong is National Oilwell Varco, which is up 17.0 percent.

Next is EMC Corp, generating 15.1 percent since December, followed closely by Caterpillar with 14.6 percent and Banco Santander with 14.4 percent gains.

After those, the next two best performers were Boeing (NYSE: BA) at 10.7 percent and Dover Corp. (NYSE: DOV) with 10.5 percent.

Fisher appears to have positioned the fund to benefit from a decline in the U.S. dollar, which would generate billions for him when looking at the overall portfolio.