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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 | |
|---|---|---|---|---|---|---|
101
Truist Financial
TFC
$61.9B
| $33.6M | 0.15% |
731,655
-158,287
|
|
||
102
ASE Group
ASX
$87.3B
| $33.6M | 0.15% |
+1,547,859
|
|
||
103
Valero Energy
VLO
$72.4B
| $33.1M | 0.15% |
133,998
+47,652
|
|
||
104
Halozyme
HALO
$8.26B
| $33.1M | 0.15% |
511,429
-50,148
|
|
||
105
Vodafone
VOD
$32.4B
| $31.4M | 0.14% |
2,089,838
+50,179
|
|
||
106
Walmart Inc
WMT
$950B
| $31.3M | 0.14% |
251,809
-16,802
|
|
||
107
Hartford Financial Services
HIG
$36B
| $31.2M | 0.14% |
231,050
-278,946
|
|
||
108
nVent Electric
NVT
$27.2B
| $30.9M | 0.14% |
261,192
+137,724
|
|
||
109
Grab
GRAB
$14.2B
| $30.5M | 0.14% |
8,322,991
-3,211,102
|
|
||
110
FNB Corp
FNB
$6.67B
| $30.4M | 0.14% |
1,815,541
-53,221
|
|
||
111
Nextpower Inc
NXT
$18.1B
| $30.3M | 0.14% |
251,696
-3,037
|
|
||
112
Toll Brothers
TOL
$14.1B
| $29.7M | 0.13% |
217,446
-92,841
|
|
||
113
Shell
SHEL
$220B
| $29M | 0.13% |
312,157
-691,420
|
|
||
114
Qualcomm
QCOM
$215B
| $28.8M | 0.13% |
223,843
+3,751
|
|
||
115
Globus Medical
GMED
$10.9B
| $28.5M | 0.13% |
330,463
+46,213
|
|
||
|
CRWV
116
CoreWeave Inc
CRWV
$57.7B
| $28.2M | 0.13% |
+364,025
|
|
||
|
BNY
117
Bank of New York Mellon
BNY
$101B
| $28M | 0.13% |
236,346
-113,342
|
|
||
118
Phillips 66
PSX
$68.3B
| $27.9M | 0.12% |
153,254
+95,737
|
|
||
119
Costco
COST
$425B
| $27.5M | 0.12% |
27,618
-2,724
|
|
||
120
Suncor Energy
SU
$66.7B
| $27.2M | 0.12% |
412,239
-55,234
|
|
||
121
Evercore
EVR
$14.2B
| $27M | 0.12% |
90,438
-17,987
|
|
||
122
Southwest Airlines
LUV
$24.2B
| $26.3M | 0.12% |
700,368
+629,817
|
|
||
123
Dollar General
DG
$25.3B
| $25.7M | 0.11% |
216,519
+144,181
|
|
||
124
Mercado Libre
MELI
$80.3B
| $25.4M | 0.11% |
14,671
-2,115
|
|
||
125
Gilead Sciences
GILD
$155B
| $25.2M | 0.11% |
180,737
-111,669
|
|