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 | |
|---|---|---|---|---|---|---|
151
Tapestry
TPR
$23.8B
| $28.4M | 0.11% |
250,693
-388,836
|
|
||
152
Cognizant
CTSH
$39B
| $28.2M | 0.11% |
420,493
+34,347
|
|
||
153
Equinix
EQIX
$72.8B
| $28.1M | 0.11% |
35,892
-27,454
|
|
||
154
Equitable Holdings
EQH
$13.1B
| $27.9M | 0.11% |
549,951
+516,302
|
|
||
155
SLB Ltd
SLB
$57.5B
| $27.9M | 0.11% |
+811,712
|
|
||
156
Crocs
CROX
$4.66B
| $27.8M | 0.11% |
332,750
+300,941
|
|
||
157
Pultegroup
PHM
$24.8B
| $27.2M | 0.11% |
206,085
-830,280
|
|
||
158
First Citizens BancShares
FCNCA
$24.5B
| $27.1M | 0.11% |
+15,133
|
|
||
159
Canadian Pacific Kansas City
CP
$66.4B
| $27M | 0.11% |
362,629
+71,042
|
|
||
160
Gentex
GNTX
$5.08B
| $27M | 0.11% |
952,358
-235,416
|
|
||
161
Gulfport Energy Corp
GPOR
$4.18B
| $26.6M | 0.1% |
146,973
+66,875
|
|
||
162
GitLab
GTLB
$6.29B
| $26.5M | 0.1% |
588,567
+419,575
|
|
||
163
Globus Medical
GMED
$12.2B
| $26.4M | 0.1% |
461,091
+24,452
|
|
||
164
Brookfield
BN
$105B
| $26.4M | 0.1% |
577,091
-189,042
|
|
||
165
OGE Energy
OGE
$8.94B
| $26.1M | 0.1% |
563,723
+122,744
|
|
||
166
Maplebear
CART
$11.6B
| $26M | 0.1% |
+708,369
|
|
||
167
Amdocs
DOX
$8.4B
| $25.8M | 0.1% |
314,377
-4,291
|
|
||
168
Comerica
CMA
$10.8B
| $25.5M | 0.1% |
371,839
+205,852
|
|
||
169
Corcept Therapeutics
CORT
$9.06B
| $25.4M | 0.1% |
+305,946
|
|
||
170
Travelers Companies
TRV
$62.7B
| $25.3M | 0.1% |
90,458
+50
|
|
||
171
Philip Morris
PM
$230B
| $25M | 0.1% |
154,315
-39,279
|
|
||
172
Verizon
VZ
$176B
| $24.8M | 0.1% |
563,735
+505,015
|
|
||
173
Cameco
CCJ
$39.7B
| $24.7M | 0.1% |
293,928
-72,220
|
|
||
174
Prosperity Bancshares
PB
$6.71B
| $24.3M | 0.1% |
366,209
+264,244
|
|
||
175
Centene
CNC
$18.8B
| $24.1M | 0.09% |
676,259
-801,413
|
|