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 | |
|---|---|---|---|---|---|---|
301
SM Energy
SM
$2.27B
| $12M | 0.05% |
482,150
+133,116
|
|
||
302
ADT
ADT
$6.6B
| $12M | 0.05% |
1,380,674
-534,088
|
|
||
303
Synovus
SNV
$7.18B
| $12M | 0.05% |
+244,005
|
|
||
304
HubSpot
HUBS
$20.3B
| $11.9M | 0.05% |
25,504
+7,450
|
|
||
305
InterDigital
IDCC
$9.27B
| $11.9M | 0.05% |
34,540
+9,645
|
|
||
306
Upwork
UPWK
$2.68B
| $11.9M | 0.05% |
+641,059
|
|
||
307
Jackson Financial
JXN
$6.92B
| $11.9M | 0.05% |
+117,206
|
|
||
308
PepsiCo
PEP
$203B
| $11.7M | 0.05% |
83,180
+5,570
|
|
||
309
Lamb Weston
LW
$8.12B
| $11.6M | 0.05% |
200,189
+192,412
|
|
||
310
Parker-Hannifin
PH
$110B
| $11.6M | 0.05% |
+15,283
|
|
||
311
Scorpio Tankers
STNG
$2.79B
| $11.4M | 0.04% |
+204,078
|
|
||
312
nVent Electric
NVT
$17.3B
| $11.4M | 0.04% |
+115,837
|
|
||
313
Teleflex
TFX
$5.63B
| $11.3M | 0.04% |
92,558
+87,279
|
|
||
314
Honeywell
HON
$121B
| $11.3M | 0.04% |
+53,734
|
|
||
315
AppFolio
APPF
$8.45B
| $11.2M | 0.04% |
+40,594
|
|
||
316
Incyte
INCY
$18.7B
| $11.1M | 0.04% |
131,284
-262,800
|
|
||
317
Yelp
YELP
$1.82B
| $11.1M | 0.04% |
355,923
+56,707
|
|
||
318
ATI
ATI
$13.6B
| $11.1M | 0.04% |
+136,458
|
|
||
319
Taylor Morrison
TMHC
$5.97B
| $10.9M | 0.04% |
164,891
-191,532
|
|
||
320
Voya Financial
VOYA
$6.87B
| $10.9M | 0.04% |
145,224
+6,936
|
|
||
321
Marriott International
MAR
$75.9B
| $10.8M | 0.04% |
+41,321
|
|
||
322
Ziff Davis
ZD
$1.42B
| $10.7M | 0.04% |
+280,175
|
|
||
323
American Financial Group
AFG
$11.1B
| $10.6M | 0.04% |
72,807
+38,715
|
|
||
324
Progressive
PGR
$133B
| $10.5M | 0.04% |
+42,709
|
|
||
325
Electronic Arts
EA
$50.9B
| $10.5M | 0.04% |
+51,993
|
|