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Ray Dalio Bridgewater Associates
AUM
$22.4B
1-Year Est. Return
34.48%
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
+34.48%
AUM
$22.4B
AUM Growth
-$5.02B
(-18%)
Holding
1,254
Top Buys
| 1 | +$537M | |
| 2 | +$371M | |
| 3 | +$230M | |
| 4 |
Broadcom
AVGO
|
+$220M |
| 5 |
NVIDIA
NVDA
|
+$152M |
Top Sells
| 1 | +$1.03B | |
| 2 | +$512M | |
| 3 | +$370M | |
| 4 |
Adobe
ADBE
|
+$353M |
| 5 |
Lam Research
LRCX
|
+$329M |
Sector Composition
| 1 | Technology | 29.25% |
| 2 | Industrials | 8.69% |
| 3 | Consumer Discretionary | 7.6% |
| 4 | Financials | 6.79% |
| 5 | Healthcare | 6.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
426
FormFactor
FORM
$11.1B
| $4.87M | 0.02% |
50,221
+24,242
|
|
||
427
Piper Sandler
PIPR
$5.41B
| $4.86M | 0.02% |
63,424
+15,172
|
|
||
428
Interactive Brokers
IBKR
$42.2B
| $4.85M | 0.02% |
72,337
-416,603
|
|
||
429
Boston Scientific
BSX
$67.8B
| $4.83M | 0.02% |
76,992
-16,753
|
|
||
430
Danaher
DHR
$127B
| $4.81M | 0.02% |
25,349
-6,369
|
|
||
431
HEICO Corp
HEI
$46.7B
| $4.81M | 0.02% |
17,524
-2,876
|
|
||
432
Warrior Met Coal
HCC
$4.55B
| $4.8M | 0.02% |
51,524
+37,118
|
|
||
433
APi Group
APG
$18B
| $4.8M | 0.02% |
118,405
-25,352
|
|
||
434
American Airlines Group
AAL
$10.7B
| $4.8M | 0.02% |
+446,593
|
|
||
435
Regions Financial
RF
$25B
| $4.79M | 0.02% |
183,357
-633,343
|
|
||
436
Cirrus Logic
CRUS
$7.96B
| $4.66M | 0.02% |
32,210
-4,917
|
|
||
437
AT&T
T
$158B
| $4.65M | 0.02% |
+160,363
|
|
||
438
SiTime
SITM
$18.7B
| $4.65M | 0.02% |
+13,455
|
|
||
439
Public Service Enterprise Group
PEG
$40.6B
| $4.64M | 0.02% |
57,299
-65,263
|
|
||
440
Moog Inc Class A
MOG.A
$12.7B
| $4.62M | 0.02% |
15,773
+1,364
|
|
||
441
Williams Companies
WMB
$92.7B
| $4.61M | 0.02% |
63,323
-7,781
|
|
||
442
BWX Technologies
BWXT
$19.2B
| $4.59M | 0.02% |
22,438
+8,448
|
|
||
443
Wayfair
W
$11.2B
| $4.57M | 0.02% |
60,811
-24,656
|
|
||
444
Credit Acceptance
CACC
$6.17B
| $4.56M | 0.02% |
10,776
-204
|
|
||
445
Macy's
M
$6.3B
| $4.56M | 0.02% |
251,928
-468,532
|
|
||
446
Encompass Health
EHC
$9.91B
| $4.49M | 0.02% |
46,415
+11,023
|
|
||
447
Cencora
COR
$54.7B
| $4.47M | 0.02% |
14,227
-10,959
|
|
||
448
Urban Outfitters
URBN
$6.08B
| $4.46M | 0.02% |
70,441
+65,504
|
|
||
449
Rambus
RMBS
$13.9B
| $4.46M | 0.02% |
51,854
-102,442
|
|
||
450
TransUnion
TRU
$12.7B
| $4.42M | 0.02% |
63,861
-10,793
|
|