Ray Dalio Bridgewater Associates
AUM
$27.4B
1-Year Est. Return
31.63%
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
+31.63%
AUM
$27.4B
AUM Growth
+$1.89B
(+7.4%)
Holding
1,205
Top Buys
| 1 | +$1.28B | |
| 2 | +$349M | |
| 3 | +$252M | |
| 4 |
Micron Technology
MU
|
+$204M |
| 5 |
Amazon
AMZN
|
+$188M |
Top Sells
| 1 | +$304M | |
| 2 | +$208M | |
| 3 | +$205M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$129M |
| 5 |
Wells Fargo
WFC
|
+$121M |
Sector Composition
| 1 | Technology | 28.43% |
| 2 | Financials | 11.06% |
| 3 | Consumer Discretionary | 8.45% |
| 4 | Healthcare | 6.54% |
| 5 | Industrials | 6.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
626
Coty
COTY
$1.95B
| $3.5M | 0.01% |
1,137,305
+941,529
|
|
||
627
QuantumScape Corp
QS
$4.12B
| $3.5M | 0.01% |
336,121
+69,968
|
|
||
|
CYBR
628
DELISTED
CyberArk
CYBR
| $3.47M | 0.01% |
7,790
-53
|
|
||
629
Calix
CALX
$3.32B
| $3.47M | 0.01% |
65,536
+29,642
|
|
||
|
CCC
630
CCC Intelligent Solutions
CCC
$3.65B
| $3.46M | 0.01% |
434,661
+390,396
|
|
||
631
Oneok
OKE
$53.8B
| $3.44M | 0.01% |
+46,860
|
|
||
632
FirstCash
FCFS
$8.49B
| $3.44M | 0.01% |
21,578
+9,469
|
|
||
633
Asbury Automotive
ABG
$3.78B
| $3.43M | 0.01% |
14,747
-4,968
|
|
||
|
NB
634
NioCorp Developments
NB
$675M
| $3.42M | 0.01% |
+645,889
|
|
||
635
Bausch Health
BHC
$1.84B
| $3.4M | 0.01% |
489,441
+52,888
|
|
||
636
ADMA Biologics
ADMA
$3.61B
| $3.4M | 0.01% |
186,471
+126,189
|
|
||
637
Kenvue
KVUE
$33.5B
| $3.38M | 0.01% |
196,115
+75,162
|
|
||
638
Jones Lang LaSalle
JLL
$14B
| $3.37M | 0.01% |
10,028
+5,065
|
|
||
639
Armstrong World Industries
AWI
$7.17B
| $3.37M | 0.01% |
17,650
-13,024
|
|
||
640
Booz Allen Hamilton
BAH
$9.44B
| $3.37M | 0.01% |
39,964
-39,045
|
|
||
641
ScottsMiracle-Gro
SMG
$3.54B
| $3.36M | 0.01% |
57,620
+26,560
|
|
||
|
OKLO
642
Oklo
OKLO
$9.12B
| $3.36M | 0.01% |
46,836
+21,243
|
|
||
643
Gates Industrial
GTES
$5.78B
| $3.36M | 0.01% |
+156,512
|
|
||
644
Hormel Foods
HRL
$12.5B
| $3.36M | 0.01% |
141,670
+58,533
|
|
||
645
Landstar System
LSTR
$5.04B
| $3.32M | 0.01% |
23,130
+8,034
|
|
||
646
WD-40
WDFC
$3.03B
| $3.31M | 0.01% |
16,825
+7,240
|
|
||
647
BridgeBio Pharma
BBIO
$13.5B
| $3.3M | 0.01% |
+43,172
|
|
||
648
Dover
DOV
$27.5B
| $3.3M | 0.01% |
16,894
-33,981
|
|
||
649
Alight
ALIT
$480M
| $3.28M | 0.01% |
1,682,954
+1,486,069
|
|
||
650
Visteon
VC
$2.39B
| $3.26M | 0.01% |
34,305
-10,716
|
|