Ray Dalio

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
This Quarter Est. Return
1 Year Est. Return
+31.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.2B
AUM Growth
+$2.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1 +$1.2B
2 +$388M
3 +$144M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$58.6M
5
AAPL icon
Apple
AAPL
+$23.9M

Top Sells

1 +$45.1M
2 +$18.6M
3 +$17.8M
4
BFH icon
Bread Financial
BFH
+$17.5M
5
MET icon
MetLife
MET
+$16.5M

Sector Composition

1 Technology 3.47%
2 Energy 2.95%
3 Consumer Discretionary 2.32%
4 Healthcare 2.04%
5 Materials 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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