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
$17.7B
AUM Growth
-$1.49B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
956
New
Increased
Reduced
Closed

Top Buys

1
+$171M
2
+$149M
3
+$131M
4
QCOM icon
Qualcomm
QCOM
+$129M
5
AVGO icon
Broadcom
AVGO
+$123M

Top Sells

1
+$345M
2
+$296M
3
+$281M
4
MCD icon
McDonald's
MCD
+$255M
5
COST icon
Costco
COST
+$241M

Sector Composition

1 Technology 19.57%
2 Consumer Discretionary 11.09%
3 Healthcare 10.72%
4 Consumer Staples 9.74%
5 Communication Services 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$43.2M 0.24%
302,506
-377,704
77
$42.2M 0.24%
343,160
+312,064
78
$41.9M 0.24%
134,084
-4,243
79
$41.6M 0.24%
1,404,481
+883,624
80
$41.2M 0.23%
199,579
-3,324
81
$40.4M 0.23%
204,572
-83,953
82
$39.8M 0.23%
135,001
+25,936
83
$39.5M 0.22%
965,836
+500,010
84
$39.3M 0.22%
476,686
+65,811
85
$38.8M 0.22%
205,615
-9,523
86
$38M 0.22%
711,591
+676,838
87
$38M 0.22%
140,033
+35,357
88
$37.4M 0.21%
238,856
-13,407
89
$37.4M 0.21%
520,921
+118,792
90
$37.3M 0.21%
732,513
-17,945
91
$36.3M 0.21%
983,633
+522,635
92
$36.1M 0.2%
198,711
-122,955
93
$35.8M 0.2%
1,249,576
-176,689
94
$35.7M 0.2%
366,307
-1,000,348
95
$35.2M 0.2%
467,245
+23,241
96
$35M 0.2%
610,776
-666,011
97
$35M 0.2%
588,260
-7,966
98
$34.9M 0.2%
1,097,658
-28,620
99
$34.7M 0.2%
265,590
+204,943
100
$34M 0.19%
+2,030,336
2 3
4
5 6