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
101
$3.95M 0.03%
+105,084
102
$3.93M 0.03%
+47,300
103
$3.91M 0.03%
+91,799
104
$3.9M 0.03%
+198,300
105
$3.88M 0.03%
+86,682
106
$3.78M 0.03%
+502,890
107
$3.67M 0.03%
+76,522
108
$3.61M 0.03%
+124,296
109
$3.59M 0.03%
+702,600
110
$3.58M 0.03%
+87,600
111
$3.54M 0.03%
+85,881
112
$3.53M 0.03%
+56,166
113
$3.5M 0.03%
+101,200
114
$3.45M 0.03%
+65,342
115
$3.41M 0.03%
+81,678
116
$3.36M 0.03%
+84,363
117
$3.31M 0.03%
+52,465
118
$3.28M 0.03%
+89,696
119
$3.23M 0.03%
+63,879
120
$3.17M 0.03%
+71,000
121
$3.15M 0.03%
+80,600
122
$3.09M 0.03%
+77,993
123
$3.07M 0.03%
+214,400
124
$2.98M 0.03%
+44,800
125
$2.97M 0.03%
+8,456,200
3 4
5
6 7