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.
This Fund
S&P 500
1 Year Est. Return
+29.73%
AUM
$10B
AUM Growth
-$477M
(-4.6%)
Holding
552
Top Buys
| 1 | +$84M | |
| 2 | +$32.3M | |
| 3 | +$32M | |
| 4 |
Cummins
CMI
|
+$31.3M |
| 5 |
Toll Brothers
TOL
|
+$29.5M |
Top Sells
| 1 | +$176M | |
| 2 | +$148M | |
| 3 | +$71M | |
| 4 |
NFX
Newfield Exploration
NFX
|
+$34.3M |
| 5 |
Procter & Gamble
PG
|
+$30.9M |
Sector Composition
| 1 | Financials | 3.42% |
| 2 | Healthcare | 2.95% |
| 3 | Consumer Discretionary | 2.83% |
| 4 | Energy | 2.39% |
| 5 | Industrials | 2.01% |