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
126
$4.45M 0.04%
100,593
-84,900
127
$4.38M 0.04%
78,462
-131,292
128
$4.36M 0.04%
70,800
-800
129
$4.33M 0.04%
182,544
-646,244
130
$4.3M 0.04%
100,652
-2,900
131
$4.25M 0.04%
80,154
-11,510
132
$4.17M 0.04%
+39,573
133
$4.16M 0.04%
133,770
+28,000
134
$4.11M 0.04%
51,050
-67,600
135
$4.1M 0.04%
+73,954
136
$4.08M 0.04%
166,272
+1,600
137
$4.05M 0.04%
+71,417
138
$4.03M 0.04%
+19,317
139
$4M 0.04%
76,465
+63,600
140
$4M 0.04%
+83,841
141
$3.98M 0.04%
444,800
-15,900
142
$3.89M 0.04%
65,672
-6,615
143
$3.87M 0.04%
69,381
+3,400
144
$3.81M 0.04%
+110,106
145
$3.75M 0.03%
1,248,500
+41,400
146
$3.73M 0.03%
45,538
-181,000
147
$3.61M 0.03%
45,026
+36,600
148
$3.57M 0.03%
57,174
+19,448
149
$3.52M 0.03%
92,245
-51,100
150
$3.44M 0.03%
+20,138
4 5
6
7 8