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
$21.6B
AUM Growth
-$257M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
814
New
Increased
Reduced
Closed

Top Buys

1
+$715M
2
+$319M
3
+$173M
4
BKNG icon
Booking.com
BKNG
+$163M
5
CRM icon
Salesforce
CRM
+$145M

Top Sells

1
+$2.74B
2
+$129M
3
+$117M
4
META icon
Meta Platforms (Facebook)
META
+$113M
5
T icon
AT&T
T
+$105M

Sector Composition

1 Technology 18.81%
2 Consumer Discretionary 12.96%
3 Financials 12.67%
4 Communication Services 7.72%
5 Healthcare 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$190M 0.88%
620,763
+379,543
27
$188M 0.87%
5,087,842
+2,088,264
28
$187M 0.87%
234,932
+178,538
29
$178M 0.83%
541,182
-38,300
30
$167M 0.78%
1,090,077
+189,448
31
$157M 0.73%
936,752
+279,462
32
$151M 0.7%
897,803
+43,541
33
$148M 0.69%
428,726
-41,827
34
$145M 0.67%
848,233
+845,118
35
$144M 0.67%
1,788,603
+590,573
36
$143M 0.66%
2,011,758
+443,406
37
$143M 0.66%
2,341,238
+280,162
38
$143M 0.66%
1,960,237
-573,162
39
$136M 0.63%
746,750
+669,017
40
$136M 0.63%
1,447,600
+12,900
41
$134M 0.62%
3,234,156
+552,777
42
$119M 0.55%
1,215,131
+322,173
43
$115M 0.53%
+2,786,833
44
$112M 0.52%
3,627,846
+83,443
45
$111M 0.52%
1,024,100
+29,900
46
$110M 0.51%
201,078
+153,091
47
$108M 0.5%
1,991,031
+761,025
48
$108M 0.5%
1,050,725
+267,144
49
$106M 0.49%
+1,531,302
50
$105M 0.49%
156,212
-173,151
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