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 | |
|---|---|---|---|---|---|---|
826
Steven Madden
SHOO
$2.29B
| $1.47M | 0.01% |
35,337
-45,315
|
|
||
827
AGCO
AGCO
$8.58B
| $1.46M | 0.01% |
+13,974
|
|
||
828
FormFactor
FORM
$7.01B
| $1.45M | 0.01% |
+25,979
|
|
||
829
Genworth Financial
GNW
$3.11B
| $1.45M | 0.01% |
160,260
+33,196
|
|
||
830
Ouster
OUST
$1.35B
| $1.45M | 0.01% |
66,786
+42,520
|
|
||
831
Nomad Foods
NOMD
$1.4B
| $1.43M | 0.01% |
114,548
-75,155
|
|
||
832
Boot Barn
BOOT
$4.99B
| $1.42M | 0.01% |
8,041
+1,499
|
|
||
833
Darling Ingredients
DAR
$8.69B
| $1.41M | 0.01% |
+39,204
|
|
||
834
Tenable Holdings
TENB
$2.33B
| $1.41M | 0.01% |
59,824
+49,608
|
|
||
835
IAC Inc
IAC
$2.87B
| $1.4M | 0.01% |
35,819
+29,582
|
|
||
836
Timken Company
TKR
$6.78B
| $1.38M | 0.01% |
+16,384
|
|
||
837
Genuine Parts
GPC
$14.7B
| $1.37M | 0.01% |
11,107
+9,342
|
|
||
838
M/I Homes
MHO
$3.32B
| $1.35M | ﹤0.01% |
10,577
-14,651
|
|
||
839
Rollins
ROL
$26.5B
| $1.35M | ﹤0.01% |
22,459
-18,157
|
|
||
840
Texas Roadhouse
TXRH
$11.2B
| $1.35M | ﹤0.01% |
8,117
-21,000
|
|
||
841
Xcel Energy
XEL
$51.1B
| $1.33M | ﹤0.01% |
18,031
-47,363
|
|
||
842
DuPont de Nemours
DD
$18.4B
| $1.33M | ﹤0.01% |
33,066
-352,666
|
|
||
843
Darden Restaurants
DRI
$23.3B
| $1.32M | ﹤0.01% |
7,183
-7,101
|
|
||
844
StoneCo
STNE
$3.44B
| $1.32M | ﹤0.01% |
+89,282
|
|
||
845
Repligen
RGEN
$6.43B
| $1.29M | ﹤0.01% |
7,874
-25,742
|
|
||
846
Kraft Heinz
KHC
$26.7B
| $1.28M | ﹤0.01% |
52,833
+578
|
|
||
847
Warrior Met Coal
HCC
$4.47B
| $1.27M | ﹤0.01% |
14,406
-24,227
|
|
||
848
Shake Shack
SHAK
$3.5B
| $1.26M | ﹤0.01% |
15,510
+13,188
|
|
||
849
Zscaler
ZS
$24.7B
| $1.24M | ﹤0.01% |
5,518
-21,258
|
|
||
850
DigitalOcean
DOCN
$6.31B
| $1.24M | ﹤0.01% |
25,772
-41,738
|
|