---
name: Copy Bridgewater Associates
kind: hedgecopy-fund
cik: 0001350694
latest_13f_period: 2026-06-30
latest_13f_filed: 2026-08-14
author: HedgeCopy
---

# Copy Bridgewater Associates (13F follow-the-filing)

Bridgewater Associates files a 13F-HR with the SEC each quarter (CIK 0001350694). This skill describes a
long-only copy portfolio built from that filing, bought the trading day after it is filed.

## Track record (estimated from 13F holdings, net of 10 bps per unit of turnover)
- Annualised return copying the filings, last 3 years (headline): +22.1% vs SPY +22.9% (alpha -0.8%/yr)
- Annualised since the series started (2021-02-19 to 2026-10-09): +9.4% vs SPY +14.5%
- Follow-the-filing TTM: +17.6% vs SPY +16.2% (alpha +1.3%)
- Quarters of history: 23; average coverage 93%; flags: hard_to_copy

## Latest disclosed top holdings (2026-06-30)
| # | Ticker | Issuer | Weight |
|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 16.3% |
| 2 | IVV | ISHARES TR | 9.2% |
| 3 | NVDA | NVIDIA CORPORATION | 3.2% |
| 4 | AVGO | BROADCOM INC | 2.0% |
| 5 | AMZN | AMAZON COM INC | 2.0% |
| 6 | GOOGL | ALPHABET INC | 1.9% |
| 7 | LRCX | LAM RESEARCH CORP | 1.7% |
| 8 | VOO | VANGUARD INDEX FDS | 1.3% |
| 9 | AMD | ADVANCED MICRO DEVICES INC | 1.3% |
| 10 | EWY | ISHARES INC | 1.1% |
| 11 | MSFT | MICROSOFT CORP | 1.1% |
| 12 | NEM | NEWMONT CORP | 1.0% |
| 13 | AMAT | APPLIED MATLS INC | 0.9% |
| 14 | ORCL | ORACLE CORP | 0.9% |
| 15 | — | SEAGATE TECHNOLOGY HLDNGS PL | 0.8% |
| 16 | JNJ | JOHNSON & JOHNSON | 0.7% |
| 17 | VWO | VANGUARD INTL EQUITY INDEX F | 0.7% |
| 18 | GEV | GE VERNOVA INC | 0.6% |
| 19 | UNP | UNION PAC CORP | 0.6% |
| 20 | MU | MICRON TECHNOLOGY INC | 0.6% |

## About the fund

Bridgewater Associates is a prominent global investment management firm that provides discretionary investment services to institutional clients, including pension funds, endowments, and central banks. The firm is known for its macroeconomic research, innovative portfolio construction, and systematic investment strategies, including its flagship Pure Alpha and All Weather funds.

- Strategy: Global macro
- Type: Macro
- Founders: Ray Dalio
- Key people: Nir Bar Dea (Chief Executive Officer); Greg Jensen (Co-Chief Investment Officer); Bob Prince (Co-Chief Investment Officer); Karen Karniol-Tambour (Co-Chief Investment Officer); Céline Solange Dufétel (Chief Financial Officer — Chief Operating Officer)
- Founded 1975 · HQ Westport, United States
- Reported AUM: $102.4bn (as of December 31, 2025)
- Website: https://www.bridgewater.com

### Approach
Bridgewater structures portfolios based on risk allocations rather than capital allocations, separating strategic asset allocation (beta) from tactical moves (alpha). The firm uses systematic, data-driven processes to identify cause-and-effect relationships in global markets and employs artificial intelligence and machine learning to generate returns. Its investment process is governed by an Investment Committee responsible for risk management and decision-making.

### History
Founded by Ray Dalio in 1975 in his New York apartment, the firm initially provided consulting services before expanding into institutional asset management in 1985. It registered as an investment adviser with the SEC in 1990 and became known for pioneering risk parity and the separation of alpha and beta strategies. In 2022, the firm completed a formal transition of control to a board of directors, and in July 2025, it repurchased the last remaining ownership shares held by Ray Dalio-related entities.

### Notable positions / campaigns
- Pure Alpha (1989): Flagship alpha strategy designed to achieve high, diversifying returns regardless of market performance.
- All Weather (1996): Optimal beta strategy designed to capture risk premiums by balancing exposure to primary drivers of market volatility.

_Profile generated 2026-10-09 from public sources; may be incomplete or out of date._

## Rules
- Hold the top 20 long US-equity positions from the latest 13F-HR, weighted as reported.
- Rebalance on the first trading day after each new 13F-HR is filed. Cash only, paper only.

## Parameters
```json
{
  "params": {
    "funds": [
      "0001350694"
    ],
    "top_n": 20,
    "weighting": "13f",
    "rebalance": "filing_plus_1",
    "budget_usd": 10000,
    "stop_loss_pct": null,
    "cash_only": true
  }
}
```

> Estimated from 13F holdings (long US equities only; no shorts, options, cash or fees). Past performance is not a guide to the future. Not investment advice. Paper trading only.