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 | |
|---|---|---|---|---|---|---|
776
LendingClub
LC
$1.59B
| $1.91M | 0.01% |
100,805
+10,495
|
|
||
777
HealthEquity
HQY
$6.65B
| $1.91M | 0.01% |
20,827
+14,448
|
|
||
778
Dorman Products
DORM
$3.1B
| $1.89M | 0.01% |
15,306
+11,190
|
|
||
779
Performance Food Group
PFGC
$13.9B
| $1.87M | 0.01% |
20,850
-4,860
|
|
||
780
Sonos
SONO
$1.59B
| $1.87M | 0.01% |
106,621
-30,929
|
|
||
781
Nuvalent
NUVL
$7.7B
| $1.87M | 0.01% |
18,578
-3,479
|
|
||
782
Terex
TEX
$6.75B
| $1.86M | 0.01% |
+34,884
|
|
||
783
Constellation Brands
STZ
$26B
| $1.86M | 0.01% |
13,478
-5,808
|
|
||
784
BioCryst Pharmaceuticals
BCRX
$2.06B
| $1.84M | 0.01% |
235,572
-175,931
|
|
||
785
BlackLine
BL
$2.2B
| $1.84M | 0.01% |
33,231
-33,190
|
|
||
786
Range Resources
RRC
$10.2B
| $1.82M | 0.01% |
51,756
-182,942
|
|
||
787
EQT Corp
EQT
$40.2B
| $1.82M | 0.01% |
34,006
-1,472,488
|
|
||
788
PROG Holdings
PRG
$1.11B
| $1.79M | 0.01% |
60,853
-58,341
|
|
||
789
Agilent Technologies
A
$31.5B
| $1.78M | 0.01% |
13,093
-34,604
|
|
||
790
Veeco
VECO
$1.87B
| $1.78M | 0.01% |
+62,329
|
|
||
791
Kinsale Capital Group
KNSL
$8.39B
| $1.78M | 0.01% |
4,549
+161
|
|
||
792
SiriusXM
SIRI
$7.36B
| $1.77M | 0.01% |
88,307
-138,686
|
|
||
793
Becton Dickinson
BDX
$45.3B
| $1.75M | 0.01% |
9,039
-462
|
|
||
794
CBRE Group
CBRE
$39.5B
| $1.75M | 0.01% |
+10,896
|
|
||
795
Corning
GLW
$111B
| $1.75M | 0.01% |
+19,988
|
|
||
796
O-I Glass
OI
$1.62B
| $1.71M | 0.01% |
116,026
-5,536
|
|
||
797
L3Harris
LHX
$67B
| $1.71M | 0.01% |
+5,814
|
|
||
798
Scotiabank
BNS
$84.7B
| $1.7M | 0.01% |
23,024
-6,740
|
|
||
799
Franklin Resources
BEN
$12.6B
| $1.7M | 0.01% |
+71,031
|
|
||
800
OceanFirst Financial
OCFC
$1.02B
| $1.69M | 0.01% |
94,255
-28,234
|
|