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
$9.79B
AUM Growth
-$1.59B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
589
New
Increased
Reduced
Closed

Top Buys

1
+$90.5M
2
+$66.1M
3
+$47.5M
4
C icon
Citigroup
C
+$36.1M
5
USB icon
US Bancorp
USB
+$19.3M

Top Sells

1
+$561M
2
+$504M
3
+$404M
4
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$80.8M
5
M icon
Macy's
M
+$56.8M

Sector Composition

1 Financials 6.62%
2 Consumer Discretionary 3.62%
3 Industrials 2.15%
4 Materials 1.56%
5 Technology 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.25B 22.97%
6,989,665
-48,801
2
$1.1B 11.24%
24,757,646
-12,622,423
3
$707M 7.22%
2,188,003
4
$580M 5.92%
4,056,627
5
$521M 5.32%
10,987,334
-1,703,027
6
$426M 4.35%
7,916,557
-9,384,182
7
$298M 3.05%
2,330,933
-801
8
$269M 2.75%
3,060,858
-4,334
9
$263M 2.68%
1,939,329
+30,431
10
$188M 1.92%
2,714,309
11
$188M 1.92%
4,277,546
12
$181M 1.85%
4,407,898
+411,376
13
$178M 1.82%
2,869,202
-676,268
14
$174M 1.78%
2,670,507
15
$169M 1.73%
5,839,928
16
$160M 1.64%
3,571,143
-8,993,071
17
$150M 1.53%
1,311,709
-30,120
18
$132M 1.35%
3,762,595
+107,208
19
$90.5M 0.92%
+649,376
20
$66.1M 0.68%
+1,877,448
21
$66M 0.67%
311,204
-10,573
22
$47.5M 0.49%
+883,420
23
$43.8M 0.45%
973,570
+117,595
24
$42.2M 0.43%
658,795
+56,075
25
$41M 0.42%
940,619
+81,116
1
2 3 4 5