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
$5.96B
AUM Growth
+$921M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Buys

1
+$457M
2
+$235M
3
+$166M
4
BABA icon
Alibaba
BABA
+$145M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$125M

Top Sells

1
+$279M
2
+$222M
3
+$115M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$110M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$105M

Sector Composition

1 Consumer Discretionary 9.21%
2 Communication Services 2.72%
3 Industrials 2.14%
4 Technology 1.45%
5 Consumer Staples 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.83M 0.05%
+7,282
77
$2.81M 0.05%
19,698
-1,922
78
$2.77M 0.05%
851
-40
79
$2.67M 0.04%
80,052
+70,058
80
$2.65M 0.04%
67,649
-34,183
81
$2.54M 0.04%
70,788
+49,507
82
$2.52M 0.04%
35,042
+21,688
83
$2.48M 0.04%
12,014
+10,492
84
$2.46M 0.04%
13,669
-6,377
85
$2.45M 0.04%
63,824
+54,576
86
$2.44M 0.04%
+7,761
87
$2.4M 0.04%
58,070
+50,622
88
$2.4M 0.04%
7,312
+6,384
89
$2.4M 0.04%
12,768
-7,373
90
$2.4M 0.04%
24,535
-12,811
91
$2.36M 0.04%
27,287
-2,087
92
$2.33M 0.04%
15,646
-8,072
93
$2.3M 0.04%
+5,492
94
$2.25M 0.04%
30,035
-1,982
95
$2.19M 0.04%
6,663
-10,971
96
$2.18M 0.04%
63,942
-2,531
97
$2.17M 0.04%
21,262
-1,565
98
$2.07M 0.03%
+13,906
99
$2.06M 0.03%
7,984
-10,203
100
$2.06M 0.03%
74,646
+58,513
2 3
4
5 6