Ray Dalio Bridgewater Associates
AUM
$24.8B
1-Year Est. Return
26.44%
Ray Dalio is the founder of Bridgewater Associates, one of the world’s largest hedge funds, known for its unique “principles-based” culture and systematic investment approach. Dalio’s investment philosophy emphasizes diversified portfolios, risk parity, and the importance of understanding economic cycles in shaping investment decisions. He has authored several books, including “Principles: Life & Work,” in which he details his management philosophies, personal experiences, and life lessons.
1 Year Est. Return
+26.44%
AUM
$24.8B
AUM Growth
+$3.24B
(+15%)
Holding
749
Top Buys
| 1 | +$693M | |
| 2 | +$451M | |
| 3 | +$450M | |
| 4 |
Johnson & Johnson
JNJ
|
+$303M |
| 5 |
Uber
UBER
|
+$293M |
Top Sells
| 1 | +$748M | |
| 2 | +$452M | |
| 3 | +$257M | |
| 4 |
Pinduoduo
PDD
|
+$206M |
| 5 |
Baidu
BIDU
|
+$191M |
Sector Composition
| 1 | Technology | 28.87% |
| 2 | Communication Services | 11.52% |
| 3 | Financials | 9.89% |
| 4 | Healthcare | 8.49% |
| 5 | Consumer Discretionary | 7.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
SPDR S&P 500 ETF Trust
SPY
$658B
| $1.61B | 6.51% |
2,610,360
-731,882
|
|
||
2
iShares Core S&P 500 ETF
IVV
$658B
| $1.43B | 5.78% |
2,309,750
+134,544
|
|
||
3
NVIDIA
NVDA
$4.38T
| $1.14B | 4.61% |
7,229,134
+4,387,154
|
|
||
4
iShares Core MSCI Emerging Markets ETF
IEMG
$109B
| $1.03B | 4.16% |
17,183,309
-1,773,949
|
|
||
5
Alphabet (Google) Class A
GOOGL
$2.97T
| $987M | 3.98% |
5,600,424
+2,558,097
|
|
||
6
Microsoft
MSFT
$3.82T
| $853M | 3.44% |
1,715,057
+905,622
|
|
||
7
Meta Platforms (Facebook)
META
$1.78T
| $596M | 2.4% |
807,073
+381,459
|
|
||
8
Salesforce
CRM
$228B
| $447M | 1.8% |
1,639,601
+597,709
|
|
||
9
Booking.com
BKNG
$171B
| $441M | 1.78% |
76,153
+9,086
|
|
||
10
GE Vernova
GEV
$175B
| $412M | 1.66% |
778,263
+157,500
|
|
||
|
11
Johnson & Johnson
JNJ
$460B
| $349M | 1.41% |
2,282,539
+1,985,251
|
|
||
|
12
Uber
UBER
$197B
| $348M | 1.41% |
3,733,769
+3,142,187
|
|
||
13
SPDR Gold Trust
GLD
$132B
| $337M | 1.36% |
1,106,395
|
|
||
14
Fortinet
FTNT
$63.7B
| $336M | 1.35% |
3,174,164
+1,195,604
|
|
||
15
Broadcom
AVGO
$1.63T
| $318M | 1.28% |
1,153,007
+216,255
|
|
||
16
Palo Alto Networks
PANW
$140B
| $314M | 1.27% |
1,533,292
+685,059
|
|
||
17
Comcast
CMCSA
$111B
| $311M | 1.25% |
8,708,083
+3,620,241
|
|
||
18
Wells Fargo
WFC
$271B
| $284M | 1.15% |
3,548,848
+132,409
|
|
||
19
Adobe
ADBE
$141B
| $282M | 1.14% |
729,498
+146,187
|
|
||
20
Amazon
AMZN
$2.31T
| $273M | 1.1% |
1,243,925
-79,548
|
|
||
21
Advanced Micro Devices
AMD
$354B
| $249M | 1% |
1,755,229
-408,859
|
|
||
22
PayPal
PYPL
$66.1B
| $234M | 0.94% |
3,147,541
-447,792
|
|
||
23
Visa
V
$676B
| $229M | 0.92% |
644,314
-51,787
|
|
||
24
Altria Group
MO
$110B
| $221M | 0.89% |
3,770,866
+456,905
|
|
||
25
Spotify
SPOT
$141B
| $218M | 0.88% |
283,898
+236,307
|
|