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
$27.4B
AUM Growth
+$1.89B
(+7.4%)
Holding
1,205
Top Buys
| 1 | +$1.28B | |
| 2 | +$349M | |
| 3 | +$252M | |
| 4 |
Micron Technology
MU
|
+$204M |
| 5 |
Amazon
AMZN
|
+$188M |
Top Sells
| 1 | +$304M | |
| 2 | +$208M | |
| 3 | +$205M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$129M |
| 5 |
Wells Fargo
WFC
|
+$121M |
Sector Composition
| 1 | Technology | 28.43% |
| 2 | Financials | 11.06% |
| 3 | Consumer Discretionary | 8.45% |
| 4 | Healthcare | 6.54% |
| 5 | Industrials | 6.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
451
Inspire Medical Systems
INSP
$1.68B
| $6.62M | 0.02% |
71,727
-17,225
|
|
||
452
HEICO Corp
HEI
$40.2B
| $6.6M | 0.02% |
20,400
+9,618
|
|
||
453
Live Nation Entertainment
LYV
$36.2B
| $6.57M | 0.02% |
+46,106
|
|
||
454
Edwards Lifesciences
EW
$47.5B
| $6.54M | 0.02% |
76,762
-103,545
|
|
||
455
Teradata
TDC
$2.45B
| $6.53M | 0.02% |
214,629
+112,239
|
|
||
456
Organon & Co
OGN
$1.65B
| $6.52M | 0.02% |
909,225
+240,538
|
|
||
457
Taylor Morrison
TMHC
$5.7B
| $6.52M | 0.02% |
110,721
-54,170
|
|
||
458
Eastman Chemical
EMN
$7.9B
| $6.52M | 0.02% |
+102,071
|
|
||
459
ITT
ITT
$16.1B
| $6.44M | 0.02% |
37,136
+8,552
|
|
||
460
Paycom
PAYC
$6.68B
| $6.42M | 0.02% |
40,295
+34,441
|
|
||
461
TransUnion
TRU
$13.5B
| $6.4M | 0.02% |
74,654
+33,651
|
|
||
462
Stifel
SF
$10.9B
| $6.39M | 0.02% |
50,992
+13,064
|
|
||
463
Fastenal
FAST
$52.2B
| $6.38M | 0.02% |
158,869
+40,039
|
|
||
464
Intuitive Surgical
ISRG
$168B
| $6.33M | 0.02% |
11,170
-949
|
|
||
465
Post Holdings
POST
$4.72B
| $6.26M | 0.02% |
63,232
+35,726
|
|
||
466
LKQ Corp
LKQ
$7.49B
| $6.23M | 0.02% |
206,182
-19,621
|
|
||
467
Sherwin-Williams
SHW
$79.2B
| $6.2M | 0.02% |
19,119
+446
|
|
||
468
Insight Enterprises
NSIT
$2.51B
| $6.19M | 0.02% |
+76,001
|
|
||
469
Virtu Financial
VIRT
$3.39B
| $6.19M | 0.02% |
185,698
-102,114
|
|
||
470
PNC Financial Services
PNC
$81.1B
| $6.15M | 0.02% |
29,441
-54,701
|
|
||
471
Frontdoor
FTDR
$4.46B
| $6.11M | 0.02% |
105,984
+41,318
|
|
||
472
Dycom Industries
DY
$10.4B
| $6.08M | 0.02% |
17,980
-2,289
|
|
||
473
Concentrix
CNXC
$1.94B
| $6.06M | 0.02% |
145,801
-18,537
|
|
||
474
Las Vegas Sands
LVS
$36.1B
| $6.06M | 0.02% |
93,112
+15,333
|
|
||
475
Alpha Metallurgical Resources
AMR
$2.4B
| $6.06M | 0.02% |
30,320
+22,009
|
|