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
$11.4B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$3.85B
2
+$3.18B
3
+$3.12B
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$41.3M
5
ORCL icon
Oracle
ORCL
+$29.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.54%
2 Energy 2.06%
3 Financials 1.14%
4 Materials 0.95%
5 Healthcare 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.01M 0.07%
+186,500
52
$8M 0.07%
+299,224
53
$7.99M 0.07%
+323,007
54
$7.99M 0.07%
+62,405
55
$7.54M 0.07%
+479,200
56
$7.52M 0.07%
+314,491
57
$7.49M 0.07%
+123,800
58
$7.39M 0.06%
+179,800
59
$7.31M 0.06%
+214,190
60
$7.1M 0.06%
+539,900
61
$6.98M 0.06%
+98,328
62
$6.92M 0.06%
+213,622
63
$6.88M 0.06%
+240,210
64
$6.85M 0.06%
+140,512
65
$6.85M 0.06%
+118,649
66
$6.85M 0.06%
+1,544,150
67
$6.82M 0.06%
+168,971
68
$6.73M 0.06%
+450,999
69
$6.63M 0.06%
+190,400
70
$6.61M 0.06%
+493,000
71
$6.54M 0.06%
+78,936
72
$6.32M 0.06%
+211,126
73
$6.25M 0.05%
+61,041
74
$6.22M 0.05%
+250,512
75
$6.21M 0.05%
+142,120
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3
4 5