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
176
$2.09M 0.02%
50,245
+34,871
177
$2.06M 0.02%
19,700
-40,400
178
$2.04M 0.02%
18,926
+2,900
179
$2.04M 0.02%
36,505
+27,092
180
$2.02M 0.02%
+42,000
181
$2.01M 0.02%
48,936
+24,400
182
$1.98M 0.01%
186,800
183
$1.94M 0.01%
16,683
-33,900
184
$1.93M 0.01%
46,000
-179,400
185
$1.91M 0.01%
+35,139
186
$1.9M 0.01%
+34,100
187
$1.89M 0.01%
49,224
188
$1.88M 0.01%
96,502
+3,755
189
$1.86M 0.01%
29,884
+11,100
190
$1.85M 0.01%
38,159
-12,014
191
$1.81M 0.01%
20,724
-10,700
192
$1.81M 0.01%
50,506
+8,200
193
$1.81M 0.01%
16,823
+8,100
194
$1.78M 0.01%
+46,968
195
$1.78M 0.01%
158,800
+54,500
196
$1.76M 0.01%
36,124
+10,900
197
$1.75M 0.01%
97,754
+24,600
198
$1.74M 0.01%
+18,961
199
$1.73M 0.01%
+19,619
200
$1.68M 0.01%
11,690
-42,605
6 7
8
9 10