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
$12.8B
AUM Growth
-$3.57B
(-22%)
Holding
380
Top Buys
| 1 | +$105M | |
| 2 | +$47.9M | |
| 3 | +$42.8M | |
| 4 |
Bread Financial
BFH
|
+$42.8M |
| 5 |
Carnival Corp
CCL
|
+$42.4M |
Top Sells
| 1 | +$1.95B | |
| 2 | +$1.1B | |
| 3 | +$907M | |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$342M |
| 5 |
Bristol-Myers Squibb
BMY
|
+$47.2M |
Sector Composition
| 1 | Consumer Discretionary | 4.47% |
| 2 | Financials | 2.86% |
| 3 | Energy | 2.75% |
| 4 | Industrials | 1.72% |
| 5 | Healthcare | 1.67% |