Ray Dalio

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 Quarter Est. Return
1 Year Est. Return
+29.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.4B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$3.85B
2
+$3.18B
3
+$3.12B
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$41.3M
5
ORCL icon
Oracle
ORCL
+$29.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.54%
2 Energy 2.06%
3 Financials 1.14%
4 Materials 0.95%
5 Healthcare 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.7M 0.12%
+224,939
27
$13.5M 0.12%
+382,275
28
$13.5M 0.12%
+149,471
29
$13.1M 0.11%
+703,622
30
$12.9M 0.11%
+338,800
31
$11.7M 0.1%
+243,842
32
$11.6M 0.1%
+207,899
33
$11.6M 0.1%
+609,589
34
$11.3M 0.1%
+830,314
35
$10M 0.09%
+361,528
36
$9.71M 0.09%
+341,500
37
$9.68M 0.08%
+129,537
38
$9.07M 0.08%
+347,598
39
$9M 0.08%
+266,391
40
$8.94M 0.08%
+21,110
41
$8.87M 0.08%
+237,406
42
$8.84M 0.08%
+114,080
43
$8.82M 0.08%
+74,535
44
$8.4M 0.07%
+200,400
45
$8.4M 0.07%
+98,219
46
$8.34M 0.07%
+148,184
47
$8.29M 0.07%
+134,288
48
$8.24M 0.07%
+238,728
49
$8.21M 0.07%
+83,244
50
$8.05M 0.07%
+213,113
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