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Ray Dalio Bridgewater Associates
AUM
$22.4B
1-Year Est. Return
34.48%
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
+34.48%
AUM
$22.4B
AUM Growth
-$5.02B
(-18%)
Holding
1,254
Top Buys
| 1 | +$537M | |
| 2 | +$371M | |
| 3 | +$230M | |
| 4 |
Broadcom
AVGO
|
+$220M |
| 5 |
NVIDIA
NVDA
|
+$152M |
Top Sells
| 1 | +$1.03B | |
| 2 | +$512M | |
| 3 | +$370M | |
| 4 |
Adobe
ADBE
|
+$353M |
| 5 |
Lam Research
LRCX
|
+$329M |
Sector Composition
| 1 | Technology | 29.25% |
| 2 | Industrials | 8.69% |
| 3 | Consumer Discretionary | 7.6% |
| 4 | Financials | 6.79% |
| 5 | Healthcare | 6.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
801
Sabesp
SBS
$19.2B
| $911K | ﹤0.01% |
+149,260
|
|
||
802
Patterson-UTI
PTEN
$3.82B
| $910K | ﹤0.01% |
84,053
-180,210
|
|
||
803
White Mountains Insurance
WTM
$5.01B
| $910K | ﹤0.01% |
+414
|
|
||
804
Rayonier
RYN
$6.37B
| $907K | ﹤0.01% |
+43,978
|
|
||
805
Advanced Energy
AEIS
$14.6B
| $905K | ﹤0.01% |
2,803
-2,046
|
|
||
806
Qualys
QLYS
$3.96B
| $898K | ﹤0.01% |
10,219
-13,387
|
|
||
807
Cincinnati Financial
CINF
$27.2B
| $888K | ﹤0.01% |
5,642
-22,166
|
|
||
808
argenx
ARGX
$53.1B
| $887K | ﹤0.01% |
+1,214
|
|
||
809
Dana Inc
DAN
$3.09B
| $885K | ﹤0.01% |
+26,300
|
|
||
810
Evertec
EVTC
$1.57B
| $884K | ﹤0.01% |
+31,318
|
|
||
811
Wheaton Precious Metals
WPM
$52.9B
| $874K | ﹤0.01% |
+6,673
|
|
||
812
Hims & Hers Health
HIMS
$7.63B
| $863K | ﹤0.01% |
41,562
+35,100
|
|
||
|
HOLX
813
DELISTED
Hologic
HOLX
| $854K | ﹤0.01% |
11,303
-2,145
|
|
||
814
OSI Systems
OSIS
$3.55B
| $853K | ﹤0.01% |
+3,214
|
|
||
815
lululemon athletica
LULU
$12.4B
| $849K | ﹤0.01% |
5,548
+2,730
|
|
||
816
O-I Glass
OI
$1.39B
| $849K | ﹤0.01% |
80,807
-35,219
|
|
||
817
VF Corp
VFC
$6.63B
| $845K | ﹤0.01% |
49,741
-477,631
|
|
||
818
American Homes 4 Rent
AMH
$11.7B
| $844K | ﹤0.01% |
+30,228
|
|
||
819
Exelon
EXC
$47.7B
| $827K | ﹤0.01% |
16,865
-2,886
|
|
||
820
Warner Music
WMG
$14.4B
| $826K | ﹤0.01% |
+32,346
|
|
||
821
Murphy Oil
MUR
$5.16B
| $820K | ﹤0.01% |
+19,868
|
|
||
822
Methanex
MEOH
$3.96B
| $807K | ﹤0.01% |
+13,555
|
|
||
823
Public Storage
PSA
$56.4B
| $803K | ﹤0.01% |
2,965
+2,191
|
|
||
824
TransAlta
TAC
$4.33B
| $786K | ﹤0.01% |
59,942
+3,790
|
|
||
825
Realty Income
O
$57.4B
| $779K | ﹤0.01% |
12,739
+7,138
|
|