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 | |
|---|---|---|---|---|---|---|
801
NNN REIT
NNN
$8.55B
| $1.69M | 0.01% |
42,663
+2,944
|
|
||
802
Netflix
NFLX
$402B
| $1.69M | 0.01% |
18,027
-243,093
|
|
||
803
Hershey
HSY
$44B
| $1.69M | 0.01% |
9,272
+348
|
|
||
804
Roblox
RBLX
$40B
| $1.68M | 0.01% |
20,691
-69,037
|
|
||
805
Reliance Steel & Aluminium
RS
$15.4B
| $1.68M | 0.01% |
5,803
+1,010
|
|
||
806
HP
HPQ
$17.3B
| $1.67M | 0.01% |
74,796
+24,724
|
|
||
807
Campbell Soup
CPB
$6.47B
| $1.66M | 0.01% |
59,398
-21,045
|
|
||
808
Grand Canyon Education
LOPE
$4.45B
| $1.64M | 0.01% |
9,881
-33,948
|
|
||
809
Resideo Technologies
REZI
$5.08B
| $1.64M | 0.01% |
46,779
+23,955
|
|
||
810
Dolby
DLB
$5.78B
| $1.63M | 0.01% |
25,305
+15,844
|
|
||
811
Patterson-UTI
PTEN
$3.91B
| $1.61M | 0.01% |
264,263
+243,110
|
|
||
812
Arteris
AIP
$665M
| $1.61M | 0.01% |
104,081
+60,912
|
|
||
813
Huntington Bancshares
HBAN
$30.9B
| $1.61M | 0.01% |
92,815
-131,602
|
|
||
814
Azenta
AZTA
$987M
| $1.59M | 0.01% |
+47,882
|
|
||
815
Estee Lauder
EL
$31.8B
| $1.54M | 0.01% |
14,736
+810
|
|
||
816
Cenovus Energy
CVE
$43.6B
| $1.54M | 0.01% |
91,078
-4,704
|
|
||
817
BOK Financial
BOKF
$7.58B
| $1.54M | 0.01% |
13,011
-35,472
|
|
||
|
EXE
818
Expand Energy Corp
EXE
$25.7B
| $1.54M | 0.01% |
13,926
+3,238
|
|
||
819
Dollar Tree
DLTR
$21.4B
| $1.53M | 0.01% |
12,414
-36,843
|
|
||
820
Strategy Inc
MSTR
$46.6B
| $1.52M | 0.01% |
9,994
|
|
||
821
American States Water
AWR
$2.96B
| $1.5M | 0.01% |
20,686
+11,060
|
|
||
822
Old Dominion Freight Line
ODFL
$37.7B
| $1.5M | 0.01% |
9,538
-7,416
|
|
||
823
Northern Trust
NTRS
$25.4B
| $1.49M | 0.01% |
+10,905
|
|
||
824
Tyler Technologies
TYL
$15B
| $1.49M | 0.01% |
+3,272
|
|
||
825
Jefferies Financial Group
JEF
$7.51B
| $1.48M | 0.01% |
+23,848
|
|