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
$25.5B
AUM Growth
+$736M
(+3%)
Holding
1,078
Top Buys
| 1 | +$1.16B | |
| 2 | +$244M | |
| 3 | +$188M | |
| 4 |
Workday
WDAY
|
+$142M |
| 5 |
Reddit
RDDT
|
+$142M |
Top Sells
| 1 | +$1.06B | |
| 2 | +$881M | |
| 3 | +$716M | |
| 4 |
SPDR Gold Trust
GLD
|
+$337M |
| 5 |
Microsoft
MSFT
|
+$320M |
Sector Composition
| 1 | Technology | 28.56% |
| 2 | Financials | 12.71% |
| 3 | Consumer Discretionary | 8.79% |
| 4 | Healthcare | 7.77% |
| 5 | Communication Services | 7.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
501
Dollar General
DG
$29.4B
| $4.87M | 0.02% |
47,095
+34,706
|
|
||
502
Kontoor Brands
KTB
$3.7B
| $4.86M | 0.02% |
+60,943
|
|
||
503
Texas Roadhouse
TXRH
$11.1B
| $4.84M | 0.02% |
29,117
+25,374
|
|
||
504
Asbury Automotive
ABG
$4.71B
| $4.82M | 0.02% |
+19,715
|
|
||
505
Bentley Systems
BSY
$12.3B
| $4.81M | 0.02% |
+93,424
|
|
||
506
PTC
PTC
$20.9B
| $4.8M | 0.02% |
+23,633
|
|
||
507
Idexx Laboratories
IDXX
$56B
| $4.73M | 0.02% |
7,404
+4,779
|
|
||
508
La-Z-Boy
LZB
$1.64B
| $4.71M | 0.02% |
+137,353
|
|
||
509
Bloom Energy
BE
$22.3B
| $4.71M | 0.02% |
55,723
-132,143
|
|
||
510
Dollar Tree
DLTR
$26.1B
| $4.65M | 0.02% |
49,257
+37,467
|
|
||
511
Vontier
VNT
$5.39B
| $4.64M | 0.02% |
110,608
+84,948
|
|
||
512
AutoNation
AN
$7.48B
| $4.64M | 0.02% |
21,191
+19,923
|
|
||
513
Olin
OLN
$2.49B
| $4.58M | 0.02% |
+183,320
|
|
||
514
Repligen
RGEN
$8.88B
| $4.49M | 0.02% |
+33,616
|
|
||
515
LiveRamp
RAMP
$1.89B
| $4.49M | 0.02% |
165,371
+156,473
|
|
||
516
Stryker
SYK
$135B
| $4.47M | 0.02% |
12,102
+235
|
|
||
517
Hubbell
HUBB
$23.9B
| $4.44M | 0.02% |
10,319
+9,714
|
|
||
518
Energy Fuels
UUUU
$3.39B
| $4.43M | 0.02% |
288,379
-560,993
|
|
||
519
TKO Group
TKO
$16.2B
| $4.42M | 0.02% |
+21,870
|
|
||
520
Duke Energy
DUK
$90.2B
| $4.41M | 0.02% |
+35,659
|
|
||
521
FirstEnergy
FE
$25.7B
| $4.41M | 0.02% |
+96,266
|
|
||
522
Frontdoor
FTDR
$4B
| $4.35M | 0.02% |
64,666
+26,789
|
|
||
523
Albertsons Companies
ACI
$9.55B
| $4.32M | 0.02% |
246,763
+49,158
|
|
||
524
Sphere Entertainment
SPHR
$3.19B
| $4.31M | 0.02% |
+69,359
|
|
||
525
Stifel
SF
$13.1B
| $4.3M | 0.02% |
37,928
+24,161
|
|