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Bridgewater Associates, LP - Ray Dalio
Bridgewater Associates, LP a Portfolio Activity as reported in the most recent 13F form published on Mar 31, 2023
10,448 Followers
Portfolio Gain
+81.90%
Since Jun 2013
Sharpe Ratio
1.48
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$16.39B
Ray Dalio manages more assets than 53% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+7.32%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
24.98% Consumer Goods
20.44% Healthcare
18.52% General
11.46% Consumer Cyclical
8.71% Technology
6.01% Financial
2.79% Real Estate
2.36% Industrial Goods
1.87% Energy
1.13% Basic Materials
1.09% Communication Services
0.31% Utilities
A breakdown of Bridgewater Associates, LP's portfolio by sector
Bridgewater Associates, LP Portfolio Activity
Lowe's
New
Consumer Cyclical
$205.38
($187.44-$223.31)
+5.45%
+100.00%
$28.38M
0.17%
Neurocrine
New
Healthcare
$108.95
($92.89-$125.02)
-8.79%
+100.00%
$5.99M
0.04%
Lululemon Athletica
Not Changed
Consumer Cyclical
$328.41
($286.57-$370.25)
+0.34%
0.00%
$1.48M
<0.01%
LyondellBasell
New
Basic Materials
$91.27
($81.24-$101.30)
-2.86%
+100.00%
$14.85M
0.09%
Stantec
New
Real Estate
$54.37
($47.13-$61.61)
+3.66%
+100.00%
$387.20K
<0.01%
Linde
New
Industrial Goods
$332.45
($302.17-$362.74)
+1.78%
+100.00%
$2.08M
0.01%
International Flavors & Fragrances
New
Consumer Goods
$99.94
($81.53-$118.34)
-12.95%
+100.00%
$628.27K
<0.01%
United Parcel
New
Industrial Goods
$182.80
($171.89-$193.71)
-11.45%
+100.00%
$22.77M
0.14%
Newmarket
New
Industrial Goods
$339.04
($307.50-$370.58)
+12.17%
+100.00%
$4.06M
0.02%
Qurate Retail Group
New
Consumer Cyclical
$1.82
($0.80-$2.84)
+2.33%
+100.00%
$13.66K
<0.01%
See a list of Bridgewater Associates, LP's holdings, as reported to the SEC on Mar 31, 2023. Click on any holding to see more details
Measured Performance
Compare Bridgewater Associates, LP's performance with other Hedge Funds and the S&P 500
Bridgewater Associates, LP activity FAQ
What is Bridgewater Associates, LP’s portfolio gain since Jun 2013?
Bridgewater Associates, LP’s portfolio gain since Jun 2013 was 81.90%.
What is Bridgewater Associates, LP’s Sharpe Ratio?
Bridgewater Associates, LP’s Sharpe Ratio is 1.48.
What is Bridgewater Associates, LP’s portfolio value?
Bridgewater Associates, LP’s portfolio value is $16.39B.
What is Bridgewater Associates, LP’s average return since the fund’s last 13F filing?
Bridgewater Associates, LP’s average return since the fund’s last 13F filing is 1.00%.
What was Bridgewater Associates, LP’s average return in the last 12 months?
Bridgewater Associates, LP’s average return in the last 12 months was 5.10%.
What was Bridgewater Associates, LP’s average return in the last 3 years?
Bridgewater Associates, LP’s average return in the last 3 years was 7.32%.
When was the most recent most recent 13F form submitted by Bridgewater Associates, LP?
Bridgewater Associates, LP's most recent 13F form was submitted on Mar 31, 2023.
who are the best performing hedge funds?
Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
What is Ray Dalio Net Worth?
Ray Dalio is Managing Bridgewater Associates, LP which has a net worth of $16.39B.
TipRanks & Hedge Funds: TipRanks measures the performance of Ray Dalio and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.