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.
1 Year Est. Return
+29.73%
AUM
$25.5B
AUM Growth
+$736M
(+3%)
Holding
1,078
Top Buys
| 1 | +$1.16B | |
| 2 | +$244M | |
| 3 | +$188M | |
| 4 |
Workday
WDAY
|
+$142M |
| 5 |
Reddit
RDDT
|
+$142M |
Top Sells
| 1 | +$1.06B | |
| 2 | +$881M | |
| 3 | +$716M | |
| 4 |
SPDR Gold Trust
GLD
|
+$337M |
| 5 |
Microsoft
MSFT
|
+$320M |
Sector Composition
| 1 | Technology | 28.56% |
| 2 | Financials | 12.71% |
| 3 | Consumer Discretionary | 8.79% |
| 4 | Healthcare | 7.77% |
| 5 | Communication Services | 7.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Unum
UNM
$12.4B
| $33.9M | 0.13% |
436,084
-125,800
|
|
||
127
Truist Financial
TFC
$60.8B
| $33.5M | 0.13% |
732,520
+515,936
|
|
||
128
Etsy
ETSY
$5.26B
| $33.5M | 0.13% |
504,438
+418,089
|
|
||
129
UiPath
PATH
$9.91B
| $33.4M | 0.13% |
2,495,625
+97,357
|
|
||
130
Newmont
NEM
$98B
| $32.7M | 0.13% |
387,317
-377,505
|
|
||
131
Globe Life
GL
$10.5B
| $32.6M | 0.13% |
227,937
+14,617
|
|
||
132
Medtronic
MDT
$130B
| $32.2M | 0.13% |
338,201
+136,035
|
|
||
133
DraftKings
DKNG
$16.9B
| $31.9M | 0.12% |
852,495
+446,685
|
|
||
134
Webster Financial
WBS
$10.1B
| $31.8M | 0.12% |
535,348
+336,219
|
|
||
135
M&T Bank
MTB
$30B
| $31.8M | 0.12% |
160,727
+75,219
|
|
||
136
Owens Corning
OC
$9.34B
| $31.4M | 0.12% |
222,087
+178,228
|
|
||
137
Netflix
NFLX
$425B
| $31.3M | 0.12% |
261,120
+234,920
|
|
||
138
T-Mobile US
TMUS
$234B
| $31.1M | 0.12% |
129,991
+19,756
|
|
||
139
Corpay
CPAY
$21.7B
| $30.9M | 0.12% |
107,423
+31,779
|
|
||
140
Zions Bancorporation
ZION
$8.19B
| $30.9M | 0.12% |
545,367
+371,230
|
|
||
141
Ameriprise Financial
AMP
$44.3B
| $30.8M | 0.12% |
62,669
+23,472
|
|
||
142
H&R Block
HRB
$5.32B
| $30.7M | 0.12% |
606,262
-26,556
|
|
||
143
Marvell Technology
MRVL
$83.9B
| $30.2M | 0.12% |
358,699
-42,839
|
|
||
144
Bank of America
BAC
$394B
| $29.5M | 0.12% |
+571,084
|
|
||
145
Antero Resources
AR
$11.3B
| $29.1M | 0.11% |
867,070
+239,671
|
|
||
146
DocuSign
DOCU
$13.2B
| $29.1M | 0.11% |
403,142
+238,966
|
|
||
147
Arch Capital
ACGL
$33.3B
| $28.8M | 0.11% |
317,694
+123,369
|
|
||
148
Teradyne
TER
$31.4B
| $28.6M | 0.11% |
+207,426
|
|
||
149
Walmart
WMT
$917B
| $28.4M | 0.11% |
275,976
+29,979
|
|
||
150
RenaissanceRe
RNR
$12.2B
| $28.4M | 0.11% |
+111,939
|
|