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
$8.82B
AUM Growth
-$1.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$31.6M
2
+$25.5M
3
+$22.2M
4
DVN icon
Devon Energy
DVN
+$18.4M
5
GE icon
GE Aerospace
GE
+$18M

Top Sells

1
+$1.2B
2
+$795M
3
+$53.2M
4
AAPL icon
Apple
AAPL
+$48.2M
5
MSFT icon
Microsoft
MSFT
+$41.4M

Sector Composition

1 Energy 2.89%
2 Consumer Discretionary 2.25%
3 Materials 2.16%
4 Healthcare 2.09%
5 Technology 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.87M 0.03%
+53,414
127
$2.84M 0.03%
804,805
-106,795
128
$2.71M 0.03%
+114,103
129
$2.69M 0.03%
946,262
-44,043
130
$2.67M 0.03%
80,435
131
$2.64M 0.03%
+23,670
132
$2.62M 0.03%
950,539
-95,529
133
$2.55M 0.03%
+23,342
134
$2.52M 0.03%
+16,999
135
$2.5M 0.03%
221,487
-297,810
136
$2.43M 0.03%
76,696
-13,404
137
$2.38M 0.03%
297,797
-25,303
138
$2.34M 0.03%
+201,176
139
$2.33M 0.03%
68,861
-776,529
140
$2.33M 0.03%
136,320
-28,580
141
$2.24M 0.03%
18,425
-4,060
142
$2.21M 0.03%
+24,890
143
$2.19M 0.02%
38,259
-104,933
144
$2.19M 0.02%
+9,520
145
$2.14M 0.02%
+16,354
146
$2.13M 0.02%
104,377
+70,058
147
$2.13M 0.02%
+61,266
148
$2.12M 0.02%
65,448
-231,991
149
$2.02M 0.02%
242,609
-5,858
150
$2M 0.02%
+13,223
4 5
6
7 8