Ray Dalio Bridgewater Associates
AUM
$27.4B
1-Year Est. Return
31.63%
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.
This Fund
S&P 500
1 Year Est. Return
+31.63%
AUM
$27.4B
AUM Growth
+$1.89B
(+7.4%)
Holding
1,205
Top Buys
| 1 | +$1.28B | |
| 2 | +$349M | |
| 3 | +$252M | |
| 4 |
Micron Technology
MU
|
+$204M |
| 5 |
Amazon
AMZN
|
+$188M |
Top Sells
| 1 | +$304M | |
| 2 | +$208M | |
| 3 | +$205M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$129M |
| 5 |
Wells Fargo
WFC
|
+$121M |
Sector Composition
| 1 | Technology | 28.43% |
| 2 | Financials | 11.06% |
| 3 | Consumer Discretionary | 8.45% |
| 4 | Healthcare | 6.54% |
| 5 | Industrials | 6.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Abbott
ABT
$188B
| $15.4M | 0.06% |
122,694
+3,459
|
|
||
252
Zillow
Z
$10.3B
| $15.2M | 0.06% |
222,819
-253,103
|
|
||
253
Constellation Energy
CEG
$109B
| $15.2M | 0.06% |
+42,937
|
|
||
254
PVH
PVH
$2.79B
| $15.2M | 0.06% |
226,283
+9,894
|
|
||
255
American Tower
AMT
$86B
| $15.1M | 0.06% |
86,281
+56,611
|
|
||
256
iShares MSCI Mexico ETF
EWW
$2.17B
| $15.1M | 0.06% |
218,385
+20,810
|
|
||
257
Independent Bank
INDB
$3.66B
| $15.1M | 0.06% |
206,773
+108,187
|
|
||
258
Federated Hermes
FHI
$4.33B
| $14.9M | 0.05% |
286,568
+7,442
|
|
||
259
Willis Towers Watson
WTW
$27.4B
| $14.7M | 0.05% |
44,809
+7,904
|
|
||
260
Onto Innovation
ONTO
$9.42B
| $14.7M | 0.05% |
93,136
+29,115
|
|
||
261
McDonald's
MCD
$232B
| $14.6M | 0.05% |
47,902
-13,357
|
|
||
262
Weatherford International
WFRD
$6.21B
| $14.6M | 0.05% |
186,984
+129,176
|
|
||
263
Kinross Gold
KGC
$36.7B
| $14.6M | 0.05% |
517,661
-33,666
|
|
||
264
ADT
ADT
$5.26B
| $14.6M | 0.05% |
1,803,829
+423,155
|
|
||
265
Travel + Leisure Co
TNL
$4.28B
| $14.5M | 0.05% |
205,387
-11,665
|
|
||
266
Kroger
KR
$46.4B
| $14.3M | 0.05% |
228,860
+154,699
|
|
||
267
Rambus
RMBS
$10.1B
| $14.2M | 0.05% |
154,296
-20,818
|
|
||
268
RingCentral
RNG
$3.18B
| $14.1M | 0.05% |
487,159
+119,822
|
|
||
269
Valero Energy
VLO
$69B
| $14.1M | 0.05% |
86,346
+40,012
|
|
||
270
TG Therapeutics
TGTX
$4.46B
| $14M | 0.05% |
469,855
+127,706
|
|
||
271
Cheniere Energy
LNG
$53B
| $14M | 0.05% |
71,790
+31,578
|
|
||
272
Old Republic International
ORI
$9.85B
| $13.9M | 0.05% |
303,941
-94,038
|
|
||
273
General Dynamics
GD
$95B
| $13.8M | 0.05% |
41,018
+35,747
|
|
||
274
Alaska Air
ALK
$4.36B
| $13.7M | 0.05% |
272,861
+83,636
|
|
||
275
Spotify
SPOT
$106B
| $13.7M | 0.05% |
+23,540
|
|