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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, 2024
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Ray Dalio

Ray Dalio
Bridgewater Associates, LP

Hedge Fund Manager
Ranked #157 out of 487 Hedge Fund Managers

Portfolio Gain

+81.53%
Since Jan 2016

Sharpe Ratio

1.68
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$19.78B
Ray Dalio manages more assets than 85% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+9.65%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
17.48% Healthcare
16.02% General
15.80% Consumer Defensive
13.57% Consumer Cyclical
10.36% Technology
9.38% Communication Services
6.27% Financial
2.95% Energy
2.69% Industrial Goods
1.00% Basic Materials
0.71% Utilities
0.20% Real Estate
A breakdown of Bridgewater Associates, LP's portfolio by sector

Bridgewater Associates, LP Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
Reduced
Industrial Goods
$100.57
($90.48-$110.66)
+15.29%
-89.90%
1.46M
<0.01%
Abbott Laboratories
Reduced
Healthcare
$115.38
($109.11-$121.64)
-8.53%
-8.49%
197.33M
0.99%
SPDR S&P 500 ETF Trust
Reduced
General
$495.52
($466.43-$524.61)
+3.71%
-13.22%
373.68M
1.89%
Abercrombie Fitch
Sold Out
Consumer Cyclical
$113.59
($86.91-$140.28)
+52.25%
-100.00%
0.00
0.00%
Acadia Healthcare
Reduced
Healthcare
$81.39
($75.00-$87.77)
-16.26%
-13.96%
6.60M
0.03%
Accenture
Reduced
Technology
$358.60
($329.69-$387.51)
-18.23%
-15.23%
1.83M
<0.01%
R1 RCM
Added
Healthcare
$11.99
($8.87-$15.12)
-6.75%
+42.69%
2.78M
0.01%
Chubb
Added
Financial
$241.72
($222.85-$260.58)
+1.57%
+13.05%
25.28M
0.13%
Acuity Brands
Reduced
Industrial Goods
$235.61
($200.27-$270.95)
-3.48%
-23.22%
12.53M
0.06%
Addus Homecare
Reduced
Healthcare
$95.28
($85.94-$104.61)
+12.39%
-14.74%
1.52M
<0.01%
See a list of Bridgewater Associates, LP's holdings, as reported to the SEC on Mar 31, 2024. 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 81.53%.
    What is Bridgewater Associates, LP’s Sharpe Ratio?
    Bridgewater Associates, LP’s Sharpe Ratio is 1.68.
      What is Bridgewater Associates, LP’s portfolio value?
      Bridgewater Associates, LP’s portfolio value is $19.78B.
        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 1.48%.
          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 17.96%.
            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 9.65%.
              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, 2024.
                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 $19.78B.
                    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.