Ray Dalio

Ray Dalio Bridgewater Associates

AUM $24.8B
1-Year Est. Return 26.44%
 

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
+26.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10B
AUM Growth
-$477M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$84M
2
+$32.3M
3
+$32M
4
CMI icon
Cummins
CMI
+$31.3M
5
TOL icon
Toll Brothers
TOL
+$29.5M

Top Sells

1
+$176M
2
+$148M
3
+$71M
4
NFX
Newfield Exploration
NFX
+$34.3M
5
PG icon
Procter & Gamble
PG
+$30.9M

Sector Composition

1 Financials 3.42%
2 Healthcare 2.95%
3 Consumer Discretionary 2.83%
4 Energy 2.39%
5 Industrials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.27B 22.72%
8,382,986
-545,037
2
$2.11B 21.04%
49,907,024
-1,682,087
3
$554M 5.53%
10,543,478
+1,600,431
4
$464M 4.63%
3,908,999
5
$322M 3.22%
7,428,501
-4,062,352
6
$294M 2.93%
9,160,838
+808,488
7
$287M 2.86%
2,502,134
8
$240M 2.4%
1,973,849
9
$220M 2.2%
804,993
10
$214M 2.14%
2,518,163
11
$188M 1.88%
1,762,022
12
$166M 1.66%
3,865,979
13
$164M 1.64%
2,448,104
14
$151M 1.51%
2,386,437
15
$136M 1.36%
5,657,893
16
$126M 1.26%
1,120,184
17
$45M 0.45%
598,476
+429,755
18
$45M 0.45%
698,767
+28,583
19
$44.3M 0.44%
765,681
+552,984
20
$43.4M 0.43%
546,369
+94,005
21
$40.8M 0.41%
1,682,067
+291,466
22
$39.5M 0.39%
657,649
+343,062
23
$38M 0.38%
1,027,048
+798,617
24
$36.8M 0.37%
752,906
+146,124
25
$35.3M 0.35%
980,530
-8
1
2 3 4 5