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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 | |
|---|---|---|---|---|---|---|
601
B2Gold
BTG
$5.34B
| $2.5M | 0.01% |
552,901
+488,128
|
|
||
602
Booz Allen Hamilton
BAH
$7.66B
| $2.5M | 0.01% |
32,064
-7,900
|
|
||
603
Yum! Brands
YUM
$41.8B
| $2.5M | 0.01% |
+16,061
|
|
||
604
Brixmor Property Group
BRX
$9.75B
| $2.49M | 0.01% |
86,603
-4,495
|
|
||
605
Helmerich & Payne
HP
$3.56B
| $2.49M | 0.01% |
+69,072
|
|
||
606
FirstCash
FCFS
$9.8B
| $2.47M | 0.01% |
13,118
-8,460
|
|
||
607
Steris
STE
$19.8B
| $2.46M | 0.01% |
11,135
+7,774
|
|
||
608
CF Industries
CF
$15.7B
| $2.45M | 0.01% |
18,904
-11,230
|
|
||
609
Boot Barn
BOOT
$5.27B
| $2.44M | 0.01% |
16,690
+8,649
|
|
||
610
Morgan Stanley
MS
$357B
| $2.43M | 0.01% |
14,762
+1,479
|
|
||
611
Ralph Lauren
RL
$24.2B
| $2.42M | 0.01% |
7,021
-24,298
|
|
||
612
Chipotle Mexican Grill
CMG
$39.7B
| $2.41M | 0.01% |
75,440
-175,247
|
|
||
613
Matsons
MATX
$5.92B
| $2.4M | 0.01% |
+14,633
|
|
||
614
Arcosa
ACA
$7.12B
| $2.4M | 0.01% |
22,588
-376
|
|
||
615
Murphy USA
MUSA
$10.2B
| $2.38M | 0.01% |
4,822
-5,194
|
|
||
616
MACOM Technology Solutions
MTSI
$28.4B
| $2.38M | 0.01% |
10,723
-6,399
|
|
||
|
KRMN
617
Karman Holdings
KRMN
$6.15B
| $2.37M | 0.01% |
+29,651
|
|
||
618
Henry Schein
HSIC
$9.12B
| $2.37M | 0.01% |
32,098
+24,685
|
|
||
619
Paylocity
PCTY
$5.4B
| $2.35M | 0.01% |
21,795
-16,417
|
|
||
620
SPX Corp
SPXC
$11.8B
| $2.35M | 0.01% |
+11,736
|
|
||
621
SS&C Technologies
SSNC
$15.9B
| $2.34M | 0.01% |
+34,704
|
|
||
622
Lincoln Electric
LECO
$14.7B
| $2.32M | 0.01% |
9,326
-26,643
|
|
||
623
Viking Therapeutics
VKTX
$4.04B
| $2.32M | 0.01% |
71,229
-32,430
|
|
||
624
Lennox International
LII
$18.2B
| $2.31M | 0.01% |
4,980
-10,208
|
|
||
625
United Natural Foods
UNFI
$3.12B
| $2.31M | 0.01% |
51,268
+28,391
|
|