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 | |
|---|---|---|---|---|---|---|
176
Evercore
EVR
$12.8B
| $24M | 0.09% |
71,283
+66,540
|
|
||
177
EOG Resources
EOG
$60.9B
| $24M | 0.09% |
213,776
+75,077
|
|
||
178
Veeva Systems
VEEV
$39.8B
| $23.8M | 0.09% |
79,961
+50,171
|
|
||
179
Synchrony
SYF
$28.9B
| $23.8M | 0.09% |
335,123
+87,870
|
|
||
180
TechnipFMC
FTI
$18.6B
| $23.8M | 0.09% |
602,628
-209,917
|
|
||
181
Vodafone
VOD
$29.6B
| $23.8M | 0.09% |
2,047,504
+1,325,929
|
|
||
182
Dropbox
DBX
$7.35B
| $23.7M | 0.09% |
785,486
+497,436
|
|
||
183
Ciena
CIEN
$28.5B
| $23.6M | 0.09% |
161,707
+113,751
|
|
||
184
Allison Transmission
ALSN
$7.7B
| $23.2M | 0.09% |
273,666
+82,075
|
|
||
185
SentinelOne
S
$4.87B
| $23M | 0.09% |
1,308,827
+1,094,400
|
|
||
186
Lockheed Martin
LMT
$105B
| $22.6M | 0.09% |
+45,234
|
|
||
187
Airbnb
ABNB
$75.4B
| $22.3M | 0.09% |
183,783
+41,975
|
|
||
188
SEI Investments
SEIC
$9.93B
| $22.3M | 0.09% |
262,502
+132,915
|
|
||
189
Global X Uranium ETF
URA
$5.54B
| $21.9M | 0.09% |
458,572
-117,816
|
|
||
190
Procter & Gamble
PG
$335B
| $21.7M | 0.09% |
141,455
+8,546
|
|
||
191
Suncor Energy
SU
$53.2B
| $21.3M | 0.08% |
508,612
+10,994
|
|
||
192
Roku
ROKU
$14.8B
| $21M | 0.08% |
209,308
+119,955
|
|
||
193
Popular Inc
BPOP
$7.75B
| $20.8M | 0.08% |
163,842
+158,393
|
|
||
194
Arrow Electronics
ARW
$5.79B
| $20.7M | 0.08% |
170,949
+43,126
|
|
||
195
Autoliv
ALV
$8.92B
| $20.4M | 0.08% |
164,989
+112,578
|
|
||
196
BioMarin Pharmaceuticals
BMRN
$10.3B
| $20.3M | 0.08% |
375,683
+147,937
|
|
||
197
FNB Corp
FNB
$6.06B
| $20.2M | 0.08% |
+1,254,955
|
|
||
|
B
198
Barrick Mining
B
$69.3B
| $20.1M | 0.08% |
611,999
-1,081,809
|
|
||
199
Bristol-Myers Squibb
BMY
$106B
| $20M | 0.08% |
444,032
-2,259,692
|
|
||
200
Curtiss-Wright
CW
$20.1B
| $19.7M | 0.08% |
36,194
+13,231
|
|