Bridgewater Associates is one of the largest hedge funds in the world, managing a staggering $150 billion in assets under management (AUM) as of 2022.
The firm's investment portfolio is incredibly diverse, with holdings in various asset classes, including stocks, bonds, commodities, and currencies.
Bridgewater's flagship fund, Pure Alpha, has been a major driver of the firm's success, with a track record of delivering impressive returns over the years.
Bridgewater's AUM has grown significantly over the years, with the firm's assets increasing from $25 billion in 2008 to over $150 billion in 2022.
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Assets and Holdings
Bridgewater Associates, one of the world's largest hedge funds, manages assets worth $171.8 billion as of March 29, 2024.
The firm's assets under management (AUM) have fluctuated over the years, with a total AUM of $250.2 billion in 2025, according to the data.
Bridgewater's AUM breakdown by client type shows that 68 pooled investment vehicles account for $148.4 billion, while 11 pension and profit sharing plans account for $4.3 billion.
The firm's Form 13F Holdings reveal a significant stake in top tech companies, including Google (GOOGL) with a market value of $1,475.1 billion and NVIDIA (NVDA) with a market value of $399.6 billion.
Here's a breakdown of the top holdings:
The firm's Form D Funds reveal a total of $5.3 billion in sold assets, with the Bridgewater Defensive Alpha Trading Company Ltd accounting for $395.8 million.
Bridgewater's AUM breakdown by non-United States persons shows a significant share of $141.5 billion, while United States persons account for $55.4 billion.
The firm's limited partners include several prominent public pension systems, including the Houston Police Officers' Pension System and the New York State and Local Retirement System.
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Review
Bridgewater Associates is a massive asset management firm, with an impressive AUM of $235.5 billion. They serve institutional clients globally and have a particular expertise in macroeconomic analysis and forecasting.
The firm was founded in 1975 by Ray Dalio, a well-known American businessman and author of the bestselling book Principles. Bridgewater is headquartered in Westport, Connecticut.
Bridgewater is one of the largest hedge funds in the world, managing assets for institutional investors, high-net-worth individuals, and pension funds. They invest across various asset classes, including equities, fixed income, commodities, and currencies.
To get a better understanding of the firm, it's essential to know some specific details, such as:
- A deal that the investment team you're recruiting with has done
- A person at the firm who would have influence over your recruiting process
- A business model-specific detail to mention
Here are some examples of private funds managed by Bridgewater Associates:
This information can give you a better understanding of the firm's capabilities and areas of expertise.
Organisational Excellence
Bridgewater's organisational excellence is built on a foundation of over 1,500 staff, with a focus on excellence in various areas such as markets, operations, compliance, client service, and cybersecurity.
The firm's culture of "radical truthfulness and transparency" and "idea meritocracy" allows for a diverse team to thrive, where the best ideas from anywhere in the firm are adopted.
Co-CIOs Bob Prince, Greg Jensen, and Karen Karniol-Tambour have been with the firm for over 36, 26, and 17 years respectively, demonstrating the long-term commitment of its leaders.
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Bridgewater's culture is not unique, as many systematic and quantitative managers involve critical peer review in their research process, similar to academia.
The firm's 375 principles cover a wide range of topics, including corporate management, psychology, and personal relationships, and are not just limited to business operations.
These principles are meant to guide decision-making and ensure that the firm operates efficiently, with a focus on hard data and evidence-based decision rules.
The firm's culture also emphasizes the importance of meaningful work and meaningful relationships, with many employees embracing this ethos.
The principles even cover topics such as cognitive dissonance, accepting mistakes, and audit trails for decisions, demonstrating a commitment to continuous learning and improvement.
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Frequently Asked Questions
How much AUM does Bridgewater have?
As of April 2024, Bridgewater's hedge fund AUM is approximately $124 billion. This solidifies their position as a leading player in the industry.
Which is bigger, BlackRock or Bridgewater?
BlackRock is significantly larger than Bridgewater, with an AUM of $10 trillion compared to Bridgewater's $126 billion. This massive difference in assets under management highlights their distinct business models.
How much of Bridgewater does Ray Dalio own?
Ray Dalio owns less than half of Bridgewater, with his ownership stake estimated at around 49%. This is according to his own statement in a 2018 interview.
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