Ray Dalio Bridgewater Associates
AUM
$25.5B
1-Year Est. Return
29.73%
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
+29.73%
AUM
$25.5B
AUM Growth
+$736M
(+3%)
Holding
1,078
Top Buys
| 1 | +$1.16B | |
| 2 | +$244M | |
| 3 | +$188M | |
| 4 |
Workday
WDAY
|
+$142M |
| 5 |
Reddit
RDDT
|
+$142M |
Top Sells
| 1 | +$1.06B | |
| 2 | +$881M | |
| 3 | +$716M | |
| 4 |
SPDR Gold Trust
GLD
|
+$337M |
| 5 |
Microsoft
MSFT
|
+$320M |
Sector Composition
| 1 | Technology | 28.56% |
| 2 | Financials | 12.71% |
| 3 | Consumer Discretionary | 8.79% |
| 4 | Healthcare | 7.77% |
| 5 | Communication Services | 7.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Lear
LEA
$5.6B
| $13.3M | 0.05% |
132,249
+100,049
|
|
||
277
Allegion
ALLE
$13.6B
| $13.3M | 0.05% |
74,883
+34,502
|
|
||
278
Qorvo
QRVO
$8.26B
| $13.2M | 0.05% |
144,520
+114,292
|
|
||
279
Corteva
CTVA
$43.9B
| $12.9M | 0.05% |
191,216
+137,110
|
|
||
280
Travel + Leisure Co
TNL
$4.37B
| $12.9M | 0.05% |
217,052
+99,306
|
|
||
281
Okta
OKTA
$15.8B
| $12.9M | 0.05% |
140,562
-91,068
|
|
||
282
Hilton Worldwide
HLT
$62.5B
| $12.8M | 0.05% |
+49,487
|
|
||
283
Ecolab
ECL
$71.8B
| $12.8M | 0.05% |
+46,744
|
|
||
284
Willis Towers Watson
WTW
$30.3B
| $12.7M | 0.05% |
36,905
+4,541
|
|
||
285
Madrigal Pharmaceuticals
MDGL
$12.6B
| $12.7M | 0.05% |
+27,785
|
|
||
286
Primoris Services
PRIM
$7.24B
| $12.6M | 0.05% |
+91,963
|
|
||
287
Carlisle Companies
CSL
$13.6B
| $12.6M | 0.05% |
38,255
-42,950
|
|
||
288
DuPont de Nemours
DD
$17.1B
| $12.6M | 0.05% |
+161,394
|
|
||
289
Pegasystems
PEGA
$10.4B
| $12.6M | 0.05% |
218,492
+53,932
|
|
||
290
Marsh & McLennan
MMC
$88.6B
| $12.5M | 0.05% |
+62,067
|
|
||
291
Remitly
RELY
$3.13B
| $12.4M | 0.05% |
762,558
-67,059
|
|
||
292
Roblox
RBLX
$68.7B
| $12.4M | 0.05% |
+89,728
|
|
||
293
TG Therapeutics
TGTX
$4.77B
| $12.4M | 0.05% |
+342,149
|
|
||
294
Adtalem Global Education
ATGE
$3.38B
| $12.3M | 0.05% |
79,951
-101,927
|
|
||
295
American Express
AXP
$256B
| $12.3M | 0.05% |
+37,073
|
|
||
296
Assurant
AIZ
$11.2B
| $12.3M | 0.05% |
+56,582
|
|
||
297
Assured Guaranty
AGO
$4.1B
| $12.2M | 0.05% |
144,023
+23,371
|
|
||
298
Arthur J. Gallagher & Co
AJG
$61.3B
| $12.1M | 0.05% |
+39,190
|
|
||
299
Automatic Data Processing
ADP
$104B
| $12.1M | 0.05% |
+41,308
|
|
||
300
Kirby Corp
KEX
$6.05B
| $12.1M | 0.05% |
+144,576
|
|