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
$17.7B
AUM Growth
-$1.49B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
956
New
Increased
Reduced
Closed

Top Buys

1
+$171M
2
+$149M
3
+$131M
4
QCOM icon
Qualcomm
QCOM
+$129M
5
AVGO icon
Broadcom
AVGO
+$123M

Top Sells

1
+$345M
2
+$296M
3
+$281M
4
MCD icon
McDonald's
MCD
+$255M
5
COST icon
Costco
COST
+$241M

Sector Composition

1 Technology 19.57%
2 Consumer Discretionary 11.09%
3 Healthcare 10.72%
4 Consumer Staples 9.74%
5 Communication Services 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$2.07M 0.01%
45,049
-152,813
502
$2.07M 0.01%
27,598
-26,720
503
$2.05M 0.01%
56,575
+15,827
504
$2.05M 0.01%
72,498
-80,387
505
$2.04M 0.01%
68,000
+13,195
506
$2M 0.01%
19,045
-10,448
507
$1.99M 0.01%
22,019
-3,659
508
$1.98M 0.01%
45,307
-20,899
509
$1.98M 0.01%
8,083
-94
510
$1.93M 0.01%
16,791
+3,302
511
$1.92M 0.01%
9,152
-77,226
512
$1.92M 0.01%
125,047
-9,763
513
$1.92M 0.01%
234,823
-12,953
514
$1.89M 0.01%
63,966
-116,688
515
$1.89M 0.01%
25,752
+2,603
516
$1.88M 0.01%
7,586
-34,531
517
$1.85M 0.01%
43,494
-3,930
518
$1.83M 0.01%
+173,115
519
$1.83M 0.01%
48,554
-69,297
520
$1.82M 0.01%
39,567
-10,553
521
$1.82M 0.01%
23,489
-86,089
522
$1.81M 0.01%
29,488
+2,762
523
$1.79M 0.01%
25,475
+19,696
524
$1.78M 0.01%
27,429
-20,909
525
$1.78M 0.01%
+25,353
19 20
21
22 23