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
201
$881K 0.01%
+52,218
202
$881K 0.01%
+210,200
203
$866K 0.01%
+8,215
204
$859K 0.01%
+49,594
205
$845K 0.01%
+43,800
206
$839K 0.01%
+10,800
207
$833K 0.01%
+12,820
208
$830K 0.01%
+36,090
209
$819K 0.01%
+7,900
210
$818K 0.01%
+15,200
211
$814K 0.01%
+36,024
212
$805K 0.01%
+4,000
213
$792K 0.01%
+18,213
214
$789K 0.01%
+23,000
215
$785K 0.01%
+39,314
216
$767K 0.01%
+16,848
217
$762K 0.01%
+7,300
218
$754K 0.01%
+29,000
219
$753K 0.01%
+35,800
220
$738K 0.01%
+7,500
221
$729K 0.01%
+17,957
222
$693K 0.01%
+21,800
223
$677K 0.01%
+43,409
224
$661K 0.01%
+26,398
225
$652K 0.01%
+7,285
7 8
9
10 11