Bill Gates is the second-wealthiest man on Earth. His fortune is estimated to be an astounding $54 billion. If we itemize his net worth in the past 25 years at 14 hours per day, it would work out to earning $1 million per hour or $300 per second.

Another way to look at his wealth is to imagine buying a new Lamborghini Diablo for $250,000. For Bill Gates, this purchase would be equivalent to spending 31 cents in relation to his wealth. This is absolutely amazing no matter how you cut it…

[ad#Google Adsense 336×280-IA]As you know, the bulk of his money was made with a little software company named Microsoft (Nasdaq: MSFT).

It’s by far the most successful computer software company of all time.

Recently, Gates has begun to diversify his investment portfolio into a variety of stocks, bonds and various investment companies.

He has also formed a philanthropic organization known as the Bill & Melinda Gates Foundation.

It’s the largest transparently operated private foundation in the world. The noble goals of the foundation are to ease poverty and enhance health care worldwide. It is so well respected that even the world’s third-wealthiest man — uber-investor Warren Buffett — not only sits on the board of directors, but has pledged the majority of his fortune to the Gates Foundation.

Obviously, Bill Gates is someone to respect and follow when it comes to investments. Although he has had some missteps in the past when allocating funds, the majority of his investments are net gainers. As you may know, one of my favorite strategies is to mirror the holdings of insiders. Bill Gates has definitely proven he is the insider’s insider when it comes to investing.

How do Bill Gates and his foundation invest their capital in the stock market?

Any company striking Gate’s interest must go through a very extensive screening process to be deemed worthy. Having Buffett on the board of directors only solidifies the heavy due diligence demands of the foundation. It is for these reasons, I strongly think the holdings of Gates Foundation are worthy of consideration for anyone’s portfolio. This is particularly true of the top-performing holdings.

Here are the three top-performing holdings of Bill Gates’ portfolio in the past 90 days.

1. Coca-Cola FEMSA (NYSE: KOF)
Gates Foundation position: $658 million

This is the Mexican franchise of the Coca-Cola Co. (NYSE: KO) and is Bill Gates’ No. 1 performing stock in the past 90 days. He owns a little more than 6 million shares of this stock.

This rocketing stock hit another 52-week high on July 3 on below-average volume. This may signal careful accumulation by big players so as not to draw attention to the buying. Shares have climbed 26% since May 4 and the price is solidly above its 50 and 200-day simple moving averages.

The five-year average dividend yield is 1.2%, not bad for an emerging-market stock. And if the pending euro zone debt deal actually works this time, then Coca-Cola Femsa should solidly benefit from the euphoria. I wouldn’t be surprised to see this one at $140 per share before 2013.

2. Wal-Mart (NYSE: WMT)
Gates Foundation position: $600 million

The monster retailer is another major winner among Bill Gates’ holdings, up more than 17% in the past 90 days. The Gates Foundation owns just fewer than 10 million shares.

The chart is just exploding higher with breakout after breakout…

Wal-Mart has a five-year average dividend yield of 2.1%. What I like about this retailer is its constantly-evolving consumer base. For example, Wal-Mart has recently introduced organic foods in response to customer trends. In addition, I respect this company due to its ability to thrive in any economic climate. In good times, consumers go to Wal-Mart for convenience and variety. In bad times, consumers go to the big-box retailer for ultra-low prices. In other words, the company is economy agnostic.

I expect Wal-Mart to be at $80 per share by 2013.

3. Crown Castle (NYSE: CCI)
Gates Foundation position: $284 million

This is the No. 3 top-performing holding in the Gates Foundation portfolio in the past three months. The foundation owns about 5.3 million shares of this stock.

This lesser-known company owns, leases and operates wireless infrastructure in the United States, Puerto Rico and Australia. In other words, this is the company behind the curtain when it comes to operating your cell phone. It doesn’t pay a dividend, but is up more than 13% in the past 90 days.

The stock has just broken to new highs. While the wireless carriers are fighting it out for dominance, Crown Castle will continue to profit no matter which way the fight turns. I expect this stock to be near $70 by 2013.

Risks to Consider: All three of these companies have had massive moves higher this year. While I think there is more upside to come, it’s a tough call to determine when the move becomes exhausted. Remember, Gates has the ability to hang onto a position way longer than most investors, so be sure to position size and use stops when investing in these stocks.

Action to Take –> These stocks have been a trend trader’s dream investments this year. They just keep breaking out to new highs. I like all three of the stocks, but if I was forced to place them in order of my interest, then it would be Crown Castle (NYSE: CCI), Wal-Mart (NYSE: WMT) and then Coca-Cola FEMSA (NYSE: KOF).

— Dave Goodboy

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Source: StreetAuthority

Dave Goodboy does not personally hold positions in any securities mentioned in this article. StreetAuthority LLC owns shares of KO, MSFT in one or more if its “real money” portfolios.