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.
1 Year Est. Return
+29.73%
AUM
$16.2B
AUM Growth
-$195M
(-1.2%)
Holding
787
Top Buys
| 1 | +$82.3M | |
| 2 | +$58.6M | |
| 3 | +$51.7M | |
| 4 |
Pinduoduo
PDD
|
+$40.7M |
| 5 |
Philip Morris
PM
|
+$35.9M |
Top Sells
| 1 | +$162M | |
| 2 | +$133M | |
| 3 | +$87.5M | |
| 4 |
Eli Lilly
LLY
|
+$68.2M |
| 5 |
Johnson & Johnson
JNJ
|
+$67.2M |
Sector Composition
| 1 | Consumer Staples | 27.66% |
| 2 | Healthcare | 21.92% |
| 3 | Consumer Discretionary | 11.78% |
| 4 | Financials | 5.4% |
| 5 | Communication Services | 4.41% |