Ray Dalio

Ray Dalio Bridgewater Associates

AUM $25.5B
1-Year Est. Return 29.73%
 

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 Quarter Est. Return
1 Year Est. Return
+29.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.4B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$3.85B
2
+$3.18B
3
+$3.12B
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$41.3M
5
ORCL icon
Oracle
ORCL
+$29.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.54%
2 Energy 2.06%
3 Financials 1.14%
4 Materials 0.95%
5 Healthcare 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.16M 0.05%
+33,702
77
$6.04M 0.05%
+125,871
78
$5.82M 0.05%
+140,727
79
$5.74M 0.05%
+66,799
80
$5.58M 0.05%
+136,731
81
$5.44M 0.05%
+107,063
82
$5.33M 0.05%
+192,885
83
$5.26M 0.05%
+117,715
84
$5.24M 0.05%
+93,231
85
$5.22M 0.05%
+45,627
86
$5.07M 0.04%
+60,140
87
$4.9M 0.04%
+67,076
88
$4.8M 0.04%
+105,185
89
$4.61M 0.04%
+63,397
90
$4.61M 0.04%
+70,000
91
$4.55M 0.04%
+53,975
92
$4.54M 0.04%
+399,600
93
$4.47M 0.04%
+61,138
94
$4.29M 0.04%
+52,486
95
$4.29M 0.04%
+451,300
96
$4.25M 0.04%
+50,700
97
$4.16M 0.04%
+118,300
98
$4.1M 0.04%
+69,285
99
$3.96M 0.03%
+26,217
100
$3.95M 0.03%
+279,188
2 3
4
5 6