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
$13.3B
AUM Growth
+$1.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$258M
2
+$152M
3
+$25M
4
GE icon
GE Aerospace
GE
+$22.1M
5
JNPR
Juniper Networks
JNPR
+$19.9M

Top Sells

1
+$23.8M
2
+$20.6M
3
+$14.6M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$11.7M
5
CELG
Celgene Corp
CELG
+$9.94M

Sector Composition

1 Technology 3.07%
2 Energy 2.47%
3 Materials 1.34%
4 Industrials 0.94%
5 Consumer Discretionary 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.96M 0.02%
40,151
+13,300
152
$2.83M 0.02%
62,386
+45,562
153
$2.83M 0.02%
445,400
+40,900
154
$2.81M 0.02%
31,672
-77,095
155
$2.77M 0.02%
34,219
+3,300
156
$2.74M 0.02%
+60,400
157
$2.73M 0.02%
252,058
-294,303
158
$2.73M 0.02%
129,611
+79,121
159
$2.73M 0.02%
51,925
+40,800
160
$2.71M 0.02%
+39,903
161
$2.64M 0.02%
18,300
+3,600
162
$2.63M 0.02%
706,600
+98,300
163
$2.61M 0.02%
37,654
-62,234
164
$2.6M 0.02%
44,978
-147,500
165
$2.52M 0.02%
60,572
+50,345
166
$2.49M 0.02%
27,081
-35,900
167
$2.42M 0.02%
+31,503
168
$2.37M 0.02%
+196,080
169
$2.25M 0.02%
31,098
-33,843
170
$2.23M 0.02%
14,424
+5,189
171
$2.2M 0.02%
33,100
-2,300
172
$2.19M 0.02%
35,554
-146,881
173
$2.15M 0.02%
55,451
+45,000
174
$2.12M 0.02%
29,800
+24,700
175
$2.1M 0.02%
94,414
+3,400
5 6
7
8 9