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| Portfolios |
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| Track firms over time with portfolios. Click on the ✚ to add to a portfolio. |
| Bridgewater Associates LP
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| CRD # | 105129 |
| SEC # | 801-35875 |
| CIK # | 1350694 |
| AUM | $234.9 BB (100% Disc, 48% US) |
| Employees | 1,534 (25% Investors, 0% Brokers) |
| Phone | 203-226-3030 |
| Address | One Glendinning Place Westport, CT 06880 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Holding | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| VWO | 1,935.9 | ||
| SPY | 1,876.1 | ||
| IEMG | 678.8 | ||
| IVV | 555.0 | ||
| GLD | 474.0 | ||
| EEM | 338.2 | ||
| LQD | 283.0 | ||
| TLT | 237.5 | ||
| EWY | 195.0 | ||
| HYG | 193.5 | ||
| View All | |||
| Holdings by Sector ($) |
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| Type | Private Fund | Form D | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Bridgewater All Weather Portfolio Trading II 15 Ltd | [2019-09-04] | 0.0 | 1,280.4 |
| HF | Bridgewater Pure Alpha Equity Overlay Fund LLC | [2018-10-31] | 1,832.2 | 1,845.5 |
| HF | Bridgewater Implementation Fund III Ltd | [2018-10-16] | 229.3 | 499.6 |
| HF | Bridgewater Optimal Portfolio 12 Trading Company Ltd | [2018-07-12] | 316.3 | 2,571.6 |
| HF | Bridgewater All Weather China Ltd | [2017-10-23] | 666.6 | 1,405.3 |
| HF | Bridgewater All Weather Portfolio IV Ltd | [2017-09-29] | 0.0 | 424.1 |
| HF | Bridgewater Pure Alpha Major Markets Fund III Ltd | [2017-09-29] | 0.0 | 770.3 |
| HF | Bridgewater Optimal Portfolio Trading Company Ltd | [2013-04-17] | 9,128.2 | 17,082.4 |
| HF | All Weather 15 Trading Ltd | [2012-08-31] | 1,575.2 | 1,741.8 |
| HF | All Weather 12 Trading Ltd | [2011-12-21] | 7,098.8 | 4,370.4 |
| View All | ||||
| Fund Directors | # Filings | # Firms | 2011 - 2020 |
|---|---|---|---|
| Ronan Guilfoyle | 141 | 97 | |
| Dermot Butler | 20 | 4 | |
| Kevin Campbell | 5 | 3 | |
| Humphry Leue | 21 | 2 | |
| Robert Prince | 18 | 1 | |
| Raymond Dalio | 18 | 1 | |
| Gregory Jensen | 18 | 1 | |
| Peter La Tronica | 10 | 1 | |
| Eileen Murray | 10 | 1 | |
| David McCormick | 9 | 1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Massachusetts Financial Services Company
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|
MA | 332.7 |
|
Legal & General Investment Management America Inc
✚
|
IL | 183.1 |
|
Lansdowne Partners Limited Partnership
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|
32.9 | |
|
Candriam France SAS
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|
22.8 | |
|
Concordia Advisors LLC
✚
|
NY | 15.3 |
|
China Asset Management Hong Kong Limited
✚
|
6.1 | |
|
DFG Investment Advisers Inc
✚
|
NY | 5.6 |
|
GLG Inc
✚
|
NY | 5.0 |
|
ERIM LLP
✚
|
2.6 | |
|
American Realty Advisors
✚
|
CA | 1.7 |