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Ray Dalio Bridgewater Associates
AUM
$22.4B
1-Year Est. Return
34.48%
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
+34.48%
AUM
$22.4B
AUM Growth
-$5.02B
(-18%)
Holding
1,254
Top Buys
| 1 | +$537M | |
| 2 | +$371M | |
| 3 | +$230M | |
| 4 |
Broadcom
AVGO
|
+$220M |
| 5 |
NVIDIA
NVDA
|
+$152M |
Top Sells
| 1 | +$1.03B | |
| 2 | +$512M | |
| 3 | +$370M | |
| 4 |
Adobe
ADBE
|
+$353M |
| 5 |
Lam Research
LRCX
|
+$329M |
Sector Composition
| 1 | Technology | 29.25% |
| 2 | Industrials | 8.69% |
| 3 | Consumer Discretionary | 7.6% |
| 4 | Financials | 6.79% |
| 5 | Healthcare | 6.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
576
BJs Wholesale Club
BJ
$11B
| $2.81M | 0.01% |
28,537
-31,864
|
|
||
577
Doximity
DOCS
$3.75B
| $2.8M | 0.01% |
120,019
+97,430
|
|
||
578
TeraWulf
WULF
$14.3B
| $2.79M | 0.01% |
+193,593
|
|
||
579
Jones Lang LaSalle
JLL
$13.9B
| $2.78M | 0.01% |
9,144
-884
|
|
||
580
Transocean
RIG
$5.85B
| $2.77M | 0.01% |
418,431
+323,623
|
|
||
581
Hanover Insurance
THG
$7.26B
| $2.77M | 0.01% |
15,959
-10,071
|
|
||
582
CMS Energy
CMS
$23.3B
| $2.76M | 0.01% |
35,626
-30,463
|
|
||
583
Cavco Industries
CVCO
$4.51B
| $2.76M | 0.01% |
5,698
+1,630
|
|
||
584
McGrath RentCorp
MGRC
$2.94B
| $2.75M | 0.01% |
24,917
+13,184
|
|
||
585
Haemonetics
HAE
$3.31B
| $2.73M | 0.01% |
+48,377
|
|
||
|
OKLO
586
Oklo
OKLO
$9.95B
| $2.73M | 0.01% |
54,956
+8,120
|
|
||
587
Fidelity National Information Services
FIS
$19.7B
| $2.72M | 0.01% |
58,086
-73,380
|
|
||
588
TransDigm Group
TDG
$72.6B
| $2.69M | 0.01% |
2,323
-3,237
|
|
||
589
Lemonade
LMND
$4.45B
| $2.67M | 0.01% |
42,648
-23,426
|
|
||
590
Stride
LRN
$3.53B
| $2.67M | 0.01% |
30,270
-98,719
|
|
||
|
USAR
591
USA Rare Earth Inc
USAR
$5.23B
| $2.64M | 0.01% |
174,464
-98,541
|
|
||
592
Digital Realty Trust
DLR
$68.5B
| $2.64M | 0.01% |
14,652
+12,731
|
|
||
593
Federal Signal
FSS
$7.21B
| $2.62M | 0.01% |
24,274
-17,595
|
|
||
594
Dollar Tree
DLTR
$21.8B
| $2.61M | 0.01% |
23,837
+11,423
|
|
||
|
SFD
595
Smithfield Foods
SFD
$9.83B
| $2.6M | 0.01% |
93,092
-234,404
|
|
||
596
AES
AES
$10.5B
| $2.59M | 0.01% |
183,807
-24,687
|
|
||
597
Uber
UBER
$142B
| $2.54M | 0.01% |
35,245
-1,253,816
|
|
||
598
SBA Communications
SBAC
$20.1B
| $2.52M | 0.01% |
+14,652
|
|
||
599
Electronic Arts
EA
$51B
| $2.52M | 0.01% |
12,358
-7,740
|
|
||
600
BILL Holdings
BILL
$3.22B
| $2.52M | 0.01% |
65,743
+10,802
|
|