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
$10.8B
AUM Growth
-$2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$32.1M
2
+$31.9M
3
+$13.1M
4
FOSL icon
Fossil Group
FOSL
+$12.7M
5
FL
Foot Locker
FL
+$12.7M

Top Sells

1
+$1.22B
2
+$578M
3
+$39.3M
4
AAPL icon
Apple
AAPL
+$25.3M
5
AGU
Agrium
AGU
+$20.9M

Sector Composition

1 Energy 2.9%
2 Technology 2.23%
3 Materials 1.84%
4 Healthcare 1.31%
5 Consumer Discretionary 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5.11M 0.05%
70,389
-77,699
102
$5.03M 0.05%
45,397
103
$5.01M 0.05%
74,900
-4,800
104
$5M 0.05%
94,416
+63,300
105
$5M 0.05%
79,867
+11,164
106
$4.94M 0.05%
115,893
-140,800
107
$4.91M 0.05%
+121,876
108
$4.85M 0.04%
46,550
-65,818
109
$4.81M 0.04%
211,683
+66,400
110
$4.8M 0.04%
97,684
+68,065
111
$4.75M 0.04%
68,777
-117,693
112
$4.71M 0.04%
253,100
-46,800
113
$4.7M 0.04%
33,856
-9,100
114
$4.69M 0.04%
+54,387
115
$4.67M 0.04%
175,900
-7,200
116
$4.66M 0.04%
80,586
+52,200
117
$4.63M 0.04%
727,810
+365,925
118
$4.63M 0.04%
109,137
-10,022
119
$4.61M 0.04%
145,947
+25,800
120
$4.59M 0.04%
40,333
+7,533
121
$4.55M 0.04%
+191,688
122
$4.52M 0.04%
23,611
+11,100
123
$4.5M 0.04%
42,343
-26,290
124
$4.48M 0.04%
191,185
+165,920
125
$4.46M 0.04%
62,860
+45,455
3 4
5
6 7