Ray Dalio Bridgewater Associates
AUM
$27.4B
1-Year Est. Return
31.63%
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 Fund
S&P 500
1 Year Est. Return
+31.63%
AUM
$27.4B
AUM Growth
+$1.89B
(+7.4%)
Holding
1,205
Top Buys
| 1 | +$1.28B | |
| 2 | +$349M | |
| 3 | +$252M | |
| 4 |
Micron Technology
MU
|
+$204M |
| 5 |
Amazon
AMZN
|
+$188M |
Top Sells
| 1 | +$304M | |
| 2 | +$208M | |
| 3 | +$205M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$129M |
| 5 |
Wells Fargo
WFC
|
+$121M |
Sector Composition
| 1 | Technology | 28.43% |
| 2 | Financials | 11.06% |
| 3 | Consumer Discretionary | 8.45% |
| 4 | Healthcare | 6.54% |
| 5 | Industrials | 6.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
US Bancorp
USB
$80.5B
| $29.2M | 0.11% |
547,558
+415,303
|
|
||
152
SEI Investments
SEIC
$9.91B
| $28.4M | 0.1% |
345,877
+83,375
|
|
||
153
KeyCorp
KEY
$20.9B
| $27.7M | 0.1% |
1,344,426
+531,982
|
|
||
154
Owens Corning
OC
$8.73B
| $27.6M | 0.1% |
246,565
+24,478
|
|
||
155
Medtronic
MDT
$113B
| $27.1M | 0.1% |
282,386
-55,815
|
|
||
156
Vodafone
VOD
$33.9B
| $26.9M | 0.1% |
2,039,659
-7,845
|
|
||
157
Procter & Gamble
PG
$353B
| $26.6M | 0.1% |
185,351
+43,896
|
|
||
158
HubSpot
HUBS
$14B
| $26.3M | 0.1% |
65,639
+40,135
|
|
||
159
Costco
COST
$447B
| $26.2M | 0.1% |
30,342
-11,152
|
|
||
160
Equitable Holdings
EQH
$10.7B
| $26M | 0.09% |
546,241
-3,710
|
|
||
161
Brookfield
BN
$87.8B
| $26M | 0.09% |
565,075
-12,016
|
|
||
162
Curtiss-Wright
CW
$24.8B
| $25.8M | 0.09% |
46,799
+10,605
|
|
||
163
Check Point Software Technologies
CHKP
$16.4B
| $25.7M | 0.09% |
138,471
-54,573
|
|
||
164
SLB Ltd
SLB
$67B
| $25.6M | 0.09% |
667,499
-144,213
|
|
||
165
CSX Corp
CSX
$74.2B
| $25M | 0.09% |
690,967
+535,979
|
|
||
166
Globus Medical
GMED
$11.6B
| $24.8M | 0.09% |
284,250
-176,841
|
|
||
167
Everest Group
EG
$13.1B
| $24.5M | 0.09% |
72,083
-41,279
|
|
||
168
OGE Energy
OGE
$9.98B
| $24.4M | 0.09% |
571,397
+7,674
|
|
||
169
Harmony Gold Mining
HMY
$9.58B
| $24.4M | 0.09% |
1,224,972
+1,165,890
|
|
||
170
Etsy
ETSY
$5.13B
| $24.4M | 0.09% |
439,413
-65,025
|
|
||
171
GitLab
GTLB
$3.87B
| $24.2M | 0.09% |
644,268
+55,701
|
|
||
172
Gulfport Energy Corp
GPOR
$3.73B
| $23.7M | 0.09% |
114,170
-32,803
|
|
||
173
Teva Pharmaceuticals
TEVA
$33.9B
| $23.5M | 0.09% |
754,093
-110,689
|
|
||
174
SentinelOne
S
$4.81B
| $23.4M | 0.09% |
1,562,111
+253,284
|
|
||
175
Roku
ROKU
$13.9B
| $23.1M | 0.08% |
213,038
+3,730
|
|