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
$11.4B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$3.85B
2
+$3.18B
3
+$3.12B
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$41.3M
5
ORCL icon
Oracle
ORCL
+$29.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.54%
2 Energy 2.06%
3 Financials 1.14%
4 Materials 0.95%
5 Healthcare 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.19M 0.02%
+46,346
152
$2.16M 0.02%
+85,097
153
$2.1M 0.02%
+19,022
154
$2.08M 0.02%
+48,400
155
$1.95M 0.02%
+34,874
156
$1.94M 0.02%
+30,577
157
$1.92M 0.02%
+52,984
158
$1.9M 0.02%
+47,184
159
$1.9M 0.02%
+61,097
160
$1.8M 0.02%
+80,266
161
$1.8M 0.02%
+35,773
162
$1.78M 0.02%
+461
163
$1.66M 0.01%
+21,400
164
$1.64M 0.01%
+76,900
165
$1.63M 0.01%
+252,200
166
$1.54M 0.01%
+27,645
167
$1.54M 0.01%
+29,297
168
$1.53M 0.01%
+65,352
169
$1.52M 0.01%
+42,800
170
$1.51M 0.01%
+35,800
171
$1.5M 0.01%
+29,045
172
$1.49M 0.01%
+23,000
173
$1.42M 0.01%
+41,497
174
$1.38M 0.01%
+22,800
175
$1.37M 0.01%
+106,300
5 6
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