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 % |
|---|---|---|
| NVIDIA CORPORATION | 0.1% | 3.2% |
| ALPHABET INC | 4.6% | 2.0% |
| AMAZON COM INC | 2.6% | 2.0% |
| BROADCOM INC | 0.0% | 2.0% |
| ISHARES INC | 0.0% | 2.0% |
| MICROSOFT CORP | 6.2% | 1.1% |
| APPLIED MATLS INC | 1.7% | 0.9% |
| JOHNSON & JOHNSON | 0.1% | 0.7% |
| VANGUARD INTL EQUITY INDEX F | 0.2% | 0.7% |
| APPLE INC | 3.6% | 0.4% |
| AMPHENOL CORP NEW | 0.0% | 0.5% |
| WELLS FARGO CO NEW | 1.8% | 0.4% |
| NUCOR CORP | 0.0% | 0.5% |
| ELI LILLY & CO | 0.0% | 0.4% |
| TE CONNECTIVITY PLC | 1.0% | 0.4% |
| META PLATFORMS INC | 1.9% | 0.3% |
| MEDTRONIC PLC | 3.2% | 0.2% |
| QUALCOMM INC | 3.3% | 0.1% |
| BANK AMERICA CORP | 0.3% | 0.2% |
| PNC FINL SVCS GROUP INC | 3.6% | 0.1% |
| JPMORGAN CHASE & CO. | 3.9% | 0.0% |
| US BANCORP DEL | 3.4% | 0.1% |
| BANK NEW YORK MELLON CORP | 2.7% | 0.1% |
| MORGAN STANLEY | 4.2% | 0.0% |
| CVS HEALTH CORP | 0.0% | 0.2% |
Matrix Asset Advisors runs Matrix Asset Advisors Inc/NY ($1.11B disclosed). Ray Dalio runs Bridgewater Associates LP ($24.38B disclosed). They share 57 common positions, with 32 names unique to Matrix Asset Advisors's book and 933 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 % |
|---|---|---|
| NVIDIA CORPORATION | 0.1% | 3.2% |
| ALPHABET INC | 4.6% | 2.0% |
| AMAZON COM INC | 2.6% | 2.0% |
| BROADCOM INC | 0.0% | 2.0% |
| ISHARES INC | 0.0% | 2.0% |
| MICROSOFT CORP | 6.2% | 1.1% |
| APPLIED MATLS INC | 1.7% | 0.9% |
| JOHNSON & JOHNSON | 0.1% | 0.7% |
| VANGUARD INTL EQUITY INDEX F | 0.2% | 0.7% |
| APPLE INC | 3.6% | 0.4% |
| AMPHENOL CORP NEW | 0.0% | 0.5% |
| WELLS FARGO CO NEW | 1.8% | 0.4% |
| NUCOR CORP | 0.0% | 0.5% |
| ELI LILLY & CO | 0.0% | 0.4% |
| TE CONNECTIVITY PLC | 1.0% | 0.4% |
| META PLATFORMS INC | 1.9% | 0.3% |
| MEDTRONIC PLC | 3.2% | 0.2% |
| QUALCOMM INC | 3.3% | 0.1% |
| BANK AMERICA CORP | 0.3% | 0.2% |
| PNC FINL SVCS GROUP INC | 3.6% | 0.1% |
| JPMORGAN CHASE & CO. | 3.9% | 0.0% |
| US BANCORP DEL | 3.4% | 0.1% |
| BANK NEW YORK MELLON CORP | 2.7% | 0.1% |
| MORGAN STANLEY | 4.2% | 0.0% |
| CVS HEALTH CORP | 0.0% | 0.2% |
Matrix Asset Advisors runs Matrix Asset Advisors Inc/NY ($1.11B disclosed). Ray Dalio runs Bridgewater Associates LP ($24.38B disclosed). They share 57 common positions, with 32 names unique to Matrix Asset Advisors's book and 933 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
