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 Fund
S&P 500
1 Year Est. Return
+29.73%
AUM
$15.6B
AUM Growth
+$4.25B
(+37%)
Holding
784
Top Buys
| 1 | +$230M | |
| 2 | +$207M | |
| 3 | +$183M | |
| 4 |
Coca-Cola
KO
|
+$139M |
| 5 |
PepsiCo
PEP
|
+$130M |
Top Sells
| 1 | +$498M | |
| 2 | +$107M | |
| 3 | +$40.5M | |
| 4 |
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% |