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
$10.8B
AUM Growth
-$2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$32.1M
2
+$31.9M
3
+$13.1M
4
FOSL icon
Fossil Group
FOSL
+$12.7M
5
FL
Foot Locker
FL
+$12.7M

Top Sells

1
+$1.22B
2
+$578M
3
+$39.3M
4
AAPL icon
Apple
AAPL
+$25.3M
5
AGU
Agrium
AGU
+$20.9M

Sector Composition

1 Energy 2.9%
2 Technology 2.23%
3 Materials 1.84%
4 Healthcare 1.31%
5 Consumer Discretionary 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.39M 0.03%
178,200
+149,530
152
$3.38M 0.03%
107,000
-3,500
153
$3.35M 0.03%
23,657
+22,072
154
$3.23M 0.03%
+69,713
155
$3.23M 0.03%
66,903
+35,000
156
$3.21M 0.03%
72,378
-2,572
157
$3.19M 0.03%
72,365
-27,680
158
$3.11M 0.03%
+80,255
159
$3.11M 0.03%
+69,601
160
$3.06M 0.03%
147,520
161
$3.05M 0.03%
27,480
-47,900
162
$2.98M 0.03%
+8,606
163
$2.95M 0.03%
57,308
-134,699
164
$2.95M 0.03%
144,989
-473,800
165
$2.94M 0.03%
113,238
-386,800
166
$2.81M 0.03%
1,205,000
167
$2.79M 0.03%
24,005
-39,555
168
$2.77M 0.03%
56,600
+4,500
169
$2.76M 0.03%
46,621
+18,600
170
$2.73M 0.03%
846,000
-23,100
171
$2.71M 0.03%
56,065
+42,400
172
$2.67M 0.02%
39,571
-87,500
173
$2.65M 0.02%
+83,380
174
$2.6M 0.02%
262,400
-16,700
175
$2.58M 0.02%
3,868
-7,300
5 6
7
8 9