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 Fund
S&P 500
1 Year Est. Return
+29.73%
AUM
$9.79B
AUM Growth
-$1.59B
(-14%)
Holding
589
Top Buys
| 1 | +$90.5M | |
| 2 | +$66.1M | |
| 3 | +$47.5M | |
| 4 |
Citigroup
C
|
+$36.1M |
| 5 |
US Bancorp
USB
|
+$19.3M |
Top Sells
| 1 | +$561M | |
| 2 | +$504M | |
| 3 | +$404M | |
| 4 |
iShares MSCI Brazil ETF
EWZ
|
+$80.8M |
| 5 |
Macy's
M
|
+$56.8M |
Sector Composition
| 1 | Financials | 6.62% |
| 2 | Consumer Discretionary | 3.62% |
| 3 | Industrials | 2.15% |
| 4 | Materials | 1.56% |
| 5 | Technology | 1.16% |