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
176
$1.3M 0.01%
+59,519
177
$1.26M 0.01%
+35,600
178
$1.24M 0.01%
+12,846
179
$1.21M 0.01%
+28,106
180
$1.21M 0.01%
+48,700
181
$1.21M 0.01%
+18,319
182
$1.2M 0.01%
+14,981
183
$1.18M 0.01%
+25,137
184
$1.13M 0.01%
+7,592
185
$1.11M 0.01%
+39,710
186
$1.1M 0.01%
+10,176
187
$1.1M 0.01%
+17,011
188
$1.1M 0.01%
+2,753
189
$1.09M 0.01%
+18,450
190
$1.07M 0.01%
+39,410
191
$1.07M 0.01%
+52,000
192
$995K 0.01%
+13,887
193
$984K 0.01%
+8,607
194
$979K 0.01%
+25,945
195
$954K 0.01%
+13,032
196
$933K 0.01%
+11,759
197
$925K 0.01%
+3,600
198
$922K 0.01%
+4,100
199
$891K 0.01%
+233,800
200
$889K 0.01%
+18,504
6 7
8
9 10