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
$15.6B
AUM Growth
+$4.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
784
New
Increased
Reduced
Closed

Top Buys

1
+$230M
2
+$207M
3
+$183M
4
KO icon
Coca-Cola
KO
+$139M
5
PEP icon
PepsiCo
PEP
+$130M

Top Sells

1
+$498M
2
+$107M
3
+$40.5M
4
GIS icon
General Mills
GIS
+$40.1M
5
WBA
Walgreens Boots Alliance
WBA
+$39.3M

Sector Composition

1 Consumer Staples 28.4%
2 Healthcare 17.39%
3 Consumer Discretionary 15%
4 Financials 5.26%
5 Technology 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$57.4M 0.37%
1,114,300
-32,101
52
$55.4M 0.36%
702,362
-20,227
53
$54.4M 0.35%
593,359
+60,812
54
$51.2M 0.33%
683,405
-19,717
55
$50.3M 0.32%
82,266
+29,105
56
$49.6M 0.32%
701,283
+89,567
57
$49M 0.31%
1,278,780
+724,566
58
$48.9M 0.31%
662,523
+208,845
59
$47.8M 0.31%
246,268
-44,869
60
$47.1M 0.3%
987,857
+34,489
61
$47M 0.3%
583,535
+233,140
62
$46.9M 0.3%
254,880
+19,827
63
$46.7M 0.3%
680,511
+46,819
64
$46.6M 0.3%
976,243
+354,561
65
$46.3M 0.3%
278,558
+268,383
66
$45.3M 0.29%
621,474
+240,105
67
$45M 0.29%
421,648
+275,520
68
$45M 0.29%
51,427
+4,274
69
$44.8M 0.29%
140,557
+3,580
70
$44.6M 0.29%
70,684
+28,974
71
$43.4M 0.28%
114,302
+5,667
72
$43.2M 0.28%
714,818
+215,729
73
$42.8M 0.27%
547,994
+192,781
74
$42.8M 0.27%
117,161
-2,305
75
$42.6M 0.27%
250,688
+18,097
1 2
3
4 5