Ray Dalio founded Bridgewater Associates in 1975 and grew it into one of the world’s largest hedge funds by 2005. As of 2021 his hedge fund has 105 clients with over $223 billion in total assets under management. Ray Dalio is ranked 36th richest person in the world according to Forbes with a net worth of approximately $20 billion. 

Bridgewater’s Pure Alpha strategy has generated approximately 12% annualized returns since its founding in December 1991.

Below is the current Ray Dalio portfolio in 2021. This is a breakdown of his Bridgewater Associates Holdings portfolio top positions of over 1% of capital from his fund’s 13F filings as of the 3rd quarter after his 2021 update on September 30, 2021. (Positions under 0.99% of capital in his portfolio are no listed here).

Top 10 holdings are a concentration of 38.39% of assets under management.  

Below are the top 19 Bridgewater Associates holdings in this primary portfolio with $18,264,176,000 in invested securities under management as of the beginning of the 3rd quarter in 2021: 

Position ranked by size/Ticker Symbol/Portfolio Percentage[1]

  1. VWO 6.42%
  2. EEM 5.56%
  3. IEMG 4.65%
  4. SPY 4.62%
  5. WMT 3.84%
  6. PG 3.59%
  7. BABA 2.67%
  8. JNJ 2.44%
  9. KO 2.40%
  10. PEP 2.21%
  11. GLD 2.15%
  12. COST 2.09%
  13. IVV 1.95%
  14. MCD 1.93%
  15. SBUX 1.38%
  16. ABT 1.21%
  17. TGT 1.20%
  18. DHR 1.17%
  19. EL 1.16%
Current Ray Dalio Portfolio 2021
Grameen America, CC BY 3.0 <https://creativecommons.org/licenses/by/3.0>, via Wikimedia Commons

By Steve Burns

After a lifelong fascination with financial markets, Steve began investing in 1993 and trading his accounts in 1995. It was love at first trade. After more than 30 successful years in the markets, Steve now dedicates his time to helping traders improve their psychology and profitability. New Trader U offers an extensive blog resource with more than 4,000 original articles, online courses, and best-selling books covering various topics.