Ray Dalio

Ray DalioBridgewater Associates

AUM $21.6B
 

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.

AUM
$21.6B
AUM Growth
-$257M
Cap. Flow
+$854M
Cap. Flow %
3.96%
Top 10 Hldgs %
31.79%
Holding
814
New
123
Increased
283
Reduced
252
Closed
150

Sector Composition

1Technology18.81%
2Consumer Discretionary12.96%
3Financials12.67%
4Communication Services7.72%
5Healthcare7.2%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$00%0
-49,416
Closed
$00%0
-875,337
Closed
$00%0
-2,013
Closed
$00%0
-7,913
Closed
$00%0
-49,776
Closed
$00%0
-76,523
Closed
$00%0
-29,708
Closed
$00%0
-28,582
Closed
$00%0
-307,847
Closed
$00%0
-242,973
Closed
$00%0
-9,393
Closed
$00%0
-16,712
Closed
$00%0
-9,663
Closed
$00%0
-15,236
Closed