Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Matrix Asset Advisors % | Ray Dalio % |
|---|---|---|
| AMAZON COM INC | 2.6% | 4.1% |
| NVIDIA CORPORATION | 0.1% | 3.7% |
| ALPHABET INC | 4.6% | 3.1% |
| BROADCOM INC | 0.0% | 2.5% |
| MICROSOFT CORP | 6.2% | 1.8% |
| ISHARES INC | 0.0% | 1.8% |
| APPLIED MATLS INC | 1.7% | 0.9% |
| META PLATFORMS INC | 1.9% | 0.7% |
| APPLE INC | 3.6% | 0.6% |
| JOHNSON & JOHNSON | 0.1% | 0.8% |
| VANGUARD INTL EQUITY INDEX F | 0.2% | 0.7% |
| AMPHENOL CORP NEW | 0.0% | 0.5% |
| NUCOR CORP | 0.0% | 0.5% |
| WELLS FARGO CO NEW | 1.8% | 0.3% |
| TE CONNECTIVITY PLC | 1.0% | 0.3% |
| CISCO SYS INC | 0.8% | 0.3% |
| QUALCOMM INC | 3.3% | 0.1% |
| ELI LILLY & CO | 0.0% | 0.3% |
| BANK NEW YORK MELLON CORP | 2.7% | 0.1% |
| MEDTRONIC PLC | 3.2% | 0.1% |
| PNC FINL SVCS GROUP INC | 3.6% | 0.1% |
| BANK AMERICA CORP | 0.3% | 0.2% |
| US BANCORP DEL | 3.4% | 0.1% |
| COMCAST CORP NEW | 1.6% | 0.2% |
| MORGAN STANLEY | 4.2% | 0.0% |
Matrix Asset Advisors runs Matrix Asset Advisors Inc/NY ($1.11B disclosed). Ray Dalio runs Bridgewater Associates LP ($22.40B disclosed). They share 56 common positions, with 33 names unique to Matrix Asset Advisors's book and 929 unique to Ray Dalio's book.
Use the tables above to spot conviction overlaps (where both managers go large on the same name) and contrarian disagreements (where one is buying while the other has nothing).
Key takeaways
Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Matrix Asset Advisors % | Ray Dalio % |
|---|---|---|
| AMAZON COM INC | 2.6% | 4.1% |
| NVIDIA CORPORATION | 0.1% | 3.7% |
| ALPHABET INC | 4.6% | 3.1% |
| BROADCOM INC | 0.0% | 2.5% |
| MICROSOFT CORP | 6.2% | 1.8% |
| ISHARES INC | 0.0% | 1.8% |
| APPLIED MATLS INC | 1.7% | 0.9% |
| META PLATFORMS INC | 1.9% | 0.7% |
| APPLE INC | 3.6% | 0.6% |
| JOHNSON & JOHNSON | 0.1% | 0.8% |
| VANGUARD INTL EQUITY INDEX F | 0.2% | 0.7% |
| AMPHENOL CORP NEW | 0.0% | 0.5% |
| NUCOR CORP | 0.0% | 0.5% |
| WELLS FARGO CO NEW | 1.8% | 0.3% |
| TE CONNECTIVITY PLC | 1.0% | 0.3% |
| CISCO SYS INC | 0.8% | 0.3% |
| QUALCOMM INC | 3.3% | 0.1% |
| ELI LILLY & CO | 0.0% | 0.3% |
| BANK NEW YORK MELLON CORP | 2.7% | 0.1% |
| MEDTRONIC PLC | 3.2% | 0.1% |
| PNC FINL SVCS GROUP INC | 3.6% | 0.1% |
| BANK AMERICA CORP | 0.3% | 0.2% |
| US BANCORP DEL | 3.4% | 0.1% |
| COMCAST CORP NEW | 1.6% | 0.2% |
| MORGAN STANLEY | 4.2% | 0.0% |
Matrix Asset Advisors runs Matrix Asset Advisors Inc/NY ($1.11B disclosed). Ray Dalio runs Bridgewater Associates LP ($22.40B disclosed). They share 56 common positions, with 33 names unique to Matrix Asset Advisors's book and 929 unique to Ray Dalio's book.
Use the tables above to spot conviction overlaps (where both managers go large on the same name) and contrarian disagreements (where one is buying while the other has nothing).
Key takeaways
