Bridgewater Associates, LP is an SEC-registered investment adviser based in Westport, CT that reports managing 37 hedge funds on Form ADV. It reports $150.2 billion in regulatory assets under management. Its private funds, of all types, hold $126.9 billion in gross assets. Its disclosed U.S. stock holdings returned an estimated +24.6% 2026 YTD through Jun 30 (S&P 500: +9.5%), based on 13F filings. Over a longer period they returned an estimated +51.5% from Q3 2024 to Q2 2026, compared with +37.2% for the S&P 500, based on 13F filings.
- Regulatory assets under management
- $150.2 billionForm ADV Item 5.F
- Gross assets of private funds
- $126.9 billionAll private fund types, Form ADV
- Hedge funds managed
- 3738 private funds in total
- Employees
- 1,135Form ADV Item 5.A
- Registration
- SEC-registered adviserCRD 105129
- Latest Form ADV
- 08/18/2026Disciplinary disclosures: none reported
Estimated 13F portfolio performance
Est. 2026 YTD+24.6%Through Q2 2026 · S&P 500 +9.5%
Est. 2-year return+51.5%Q3 2024 – Q2 2026
S&P 500+37.2%Same quarters, price only
13F holdings$24.4 billion997 positions, 2026-06-30
| Quarter | Est. 13F return | S&P 500 |
|---|---|---|
| Q2 2026 | +29.6% | +14.8% |
| Q1 2026 | -3.8% | -4.6% |
| Q4 2025 | +1.7% | +2.4% |
| Q3 2025 | +6.9% | +7.8% |
| Q2 2025 | +11.1% | +10.4% |
| Q1 2025 | -2.8% | -4.5% |
| Q4 2024 | -2.0% | +2.1% |
| Q3 2024 | +5.7% | +5.4% |
Estimate of the firm's disclosed long U.S. stock portfolio from its quarterly 13F filings, holding each quarter-end portfolio to the next quarter-end at prices implied by all 13F filers. It is a price return before dividends and fees, ignores shorts, options, bonds, cash and trading within the quarter, and is not the return of any fund. Disclosures
Largest disclosed holdings
- SPDR S&P 500 ETF TR$4.0 billion
- Ishares Core S&P 500 ETF$2.2 billion
- Nvidia Corp$773.6 million
- Broadcom Inc$497.8 million
- Amazon Com Inc Com$482.8 million
- Alphabet, Inc Voting Class$472.5 million
- Lam Research Corp Com New$406.6 million
- Vanguard S&P 500 ETF$314.8 million
- Advanced Micro Devices Inc Com$312.9 million
- Ishares MSCI South Korea ETF$279.6 million
As of 2026-06-30, from 13F filing by Bridgewater Associates, LP.
Hedge funds filing Form D (1)
Fund
First sale
Raised
Investors
Minimum
YTD performance
Wilshire Bridgewater Managed Alpha (Ireland) Fund, a sub fund of Wilshire Solutions ICAV
Dublin 1, IrelandOffshore
First saleOct 2024
Raised$350M
Investors2
Minimum$600K
YTD performance+24.6%13F est. YTD · thru Q2 2026
Matched to this firm by the fund names and related persons in each Form D. The list may be incomplete.
Private investment funds filing Form D (33)
Fund
First sale
Raised
Investors
Minimum
Offering
Bridgewater Pure Alpha Fund II, Ltd.
Grand Cayman, Cayman Islands506(c)Offshore
First saleMay 2005
Raised$27B
Investors191
Minimum$100K
Offering506(c)
Bridgewater Pure Alpha Fund II, LLC
Westport, CT506(c)
First saleJul 2005
Raised$12B
Investors107
MinimumNone set
Offering506(c)
Bridgewater Pure Alpha Funds Ltd.
Grand Cayman, Cayman Islands506(c)Offshore
First saleJul 2000
Raised$12B
Investors174
Minimum$100K
Offering506(c)
Bridgewater Dynamic Global Assets Fund, Ltd.
Grand Cayman, Cayman Islands506(c)Offshore
First saleFeb 2015
Raised$9.6B
Investors47
Minimum$100K
Offering506(c)
Bridgewater All Weather Portfolio II, Ltd.
Grand Cayman, Cayman Islands506(c)Offshore
First saleOct 2009
Raised$9.4B
Investors29
Minimum$100K
Offering506(c)
Bridgewater Pure Alpha Fund V, Ltd.
Grand Cayman, Cayman Islands506(c)Offshore
First saleNov 2010
Raised$5.8B
Investors101
Minimum$100K
Offering506(c)
Bridgewater Optimal Portfolio, LLC
Westport, CT506(c)
First saleFeb 2015
Raised$5.5B
Investors26
MinimumNone set
Offering506(c)
Bridgewater Pure Alpha Fund VI, Ltd.
Grand Cayman, Cayman Islands506(c)Offshore
First saleDec 2010
Raised$4.3B
Investors77
Minimum$100K
Offering506(c)
Bridgewater All Weather Portfolio III, Ltd.
Grand Cayman, Cayman Islands506(c)Offshore
First saleDec 2011
Raised$3.9B
Investors7
Minimum$100K
Offering506(c)
Bridgewater All Weather Portfolio II@15, LLC
Westport, CT506(c)
First saleOct 2019
Raised$3.4B
Investors4
MinimumNone set
Offering506(c)
Bridgewater Pure Alpha Fund VI, LLC
Westport, CT506(c)
First saleDec 2010
Raised$2.9B
Investors72
MinimumNone set
Offering506(c)
Bridgewater All Weather China, Ltd.
Grand Cayman, Cayman Islands506(c)Offshore
First saleApr 2018
Raised$2.7B
Investors13
Minimum$100K
Offering506(c)
Bridgewater Pure Alpha Trading Co Ltd.
Grand Cayman, Cayman Islands506(c)Offshore
First saleJan 2004
Raised$2.6B
Investors80
Minimum$100K
Offering506(c)
Bridgewater Pure Alpha Fund V, LLC
Westport, CT506(c)
First saleNov 2010
Raised$2.5B
Investors34
MinimumNone set
Offering506(c)
Bridgewater All Weather Portfolio II, LLC
Westport, CT506(c)
First saleMay 2012
Raised$2.2B
Investors11
MinimumNone set
Offering506(c)
Bridgewater All Weather Sustainability, LP
Grand Cayman, Cayman Islands506(c)Offshore
First saleJul 2021
Raised$1.4B
Investors6
Minimum$100K
Offering506(c)
Bridgewater Dynamic Global Assets Fund (CIC), LP
Grand Cayman, Cayman Islands506(c)Offshore
First saleJan 2025
Raised$824M
Investors3
Minimum$100K
Offering506(c)
Bridgewater AIA Labs Macro Fund (CIC), LP
Grand Cayman, Cayman Islands506(c)Offshore
First saleJul 2024
Raised$660M
Investors3
Minimum$100K
Offering506(c)
Bridgewater Defensive Alpha Fund, LLC
Westport, CT506(c)
First saleJul 2022
Raised$536M
Investors5
MinimumNone set
Offering506(c)
Bridgewater Defensive Alpha Fund, Ltd.
Grand Cayman, Cayman Islands506(c)Offshore
First saleJul 2022
Raised$421M
Investors4
Minimum$100K
Offering506(c)
Bridgewater Implementation Fund III, Ltd.
Grand Cayman, Cayman Islands506(c)Offshore
First saleDec 2018
Raised$396M
Investors2
Minimum$100K
Offering506(c)
Bridgewater AIA Labs Macro Fund (CIC) II, LP
Grand Cayman, Cayman Islands506(c)Offshore
First saleJul 2024
Raised$323M
Investors5
Minimum$100K
Offering506(c)
Bridgewater Pure Alpha Fund IV (DE), LP
Westport, CT506(c)
First saleMar 2025
Raised$306M
Investors3
MinimumNone set
Offering506(c)
Bridgewater Absolute Return Fixed Income Fund, LLC
Westport, CT506(c)
First saleMar 2025
Raised$256M
Investors3
MinimumNone set
Offering506(c)
Bridgewater AIA Labs Macro Fund (DE) II, LP
Westport, CT506(c)
First saleJul 2024
Raised$215M
Investors4
MinimumNone set
Offering506(c)
Bridgewater Active Sustainable Equities, LP
Westport, CT506(c)
First saleNov 2023
Raised$101M
Investors6
MinimumNone set
Offering506(c)
Bridgewater AIA Labs Macro Fund (DE), LP
Westport, CT506(c)
First saleAug 2025
Raised$100M
Investors2
MinimumNone set
Offering506(c)
Bridgewater Dynamic Global Assets Fund (DE), LP
Westport, CT506(c)
First saleJan 2025
Raised$83.5M
Investors4
MinimumNone set
Offering506(c)
Bridgewater AIA Labs Macro Fund (CIP), LP
Grand Cayman, Cayman IslandsEmerging506(c)Offshore
First saleMay 2025
Raised$50K
Investors1
Minimum$100K
Offering506(c)
Bridgewater AIA Labs Macro Fund (CIP) II, LP
Grand Cayman, Cayman IslandsEmerging506(c)Offshore
First saleJul 2024
Raised$50K
Investors1
Minimum$100K
Offering506(c)
Bridgewater Implementation Fund IV, LLC
Westport, CTEmerging506(c)
First saleNov 2022
Raised$50K
Investors1
MinimumNone set
Offering506(c)
Bridgewater Asia Total Return Fund I, Ltd.
Grand Cayman, Cayman Islands506(c)Offshore
First sale—
Raised$0
Investors0
Minimum$100K
Offering506(c)
Bridgewater Pure Alpha Major Markets Fund III, Ltd.
Grand Cayman, Cayman Islands506(c)Offshore
First sale—
Raised$0
Investors0
Minimum$100K
Offering506(c)
Matched to this firm by the fund names and related persons in each Form D. The list may be incomplete.
Private funds reported on Form ADV (36)
Fund
Gross assets
Minimum
Owners
Adviser
Bridgewater Pure Alpha Trading Company II, LTD.
British Virgin IslandsHedge fund
Gross assets$50B
Minimum$10.0M
Owners168
AdviserBridgewater Associates, LP
Bridgewater Short Term Investment Fund II, LLC
Delaware, United StatesLiquidity fund
Gross assets$21B
MinimumNone set
Owners78
AdviserBridgewater Associates, LP
All Weather Portfolio Trading, LLC
Delaware, United StatesHedge fund
Gross assets$14B
Minimum$10.0M
Owners52
AdviserBridgewater Associates, LP
Bridgewater Pure Alpha Trading Company, LTD.
British Virgin IslandsHedge fund
Gross assets$6.3B
Minimum$10.0M
Owners48
AdviserBridgewater Associates, LP
Bridgewater All Weather Plus Fund, LTD.
Cayman IslandsHedge fund
Gross assets$5.7B
Minimum$10.0M
Owners1
AdviserBridgewater Associates, LP
Bridgewater All Weather Portfolio Trading II, LTD.
Cayman IslandsHedge fund
Gross assets$5.0B
Minimum$10.0M
Owners25
AdviserBridgewater Associates, LP
Bridgewater U.S. Inflation-Linked Bond Fund Trading Company, LTD.
Cayman IslandsHedge fund
Gross assets$4.5B
Minimum$100K
Owners8
AdviserBridgewater Associates, LP
All Weather@12% Trading, LTD.
Cayman IslandsHedge fund
Gross assets$4.3B
Minimum$10.0M
Owners26
AdviserBridgewater Associates, LP
Bridgewater Pure Alpha Major Markets Trading Company, LTD.
Cayman IslandsHedge fund
Gross assets$4.0B
Minimum$10.0M
Owners55
AdviserBridgewater Associates, LP
Bridgewater All Weather Portfolio Trading II@15%, LTD
Cayman IslandsHedge fund
Gross assets$3.9B
Minimum$10.0M
Owners4
AdviserBridgewater Associates, LP
Bridgewater Special Opportunities Fund Trading Company, LTD.
Cayman IslandsHedge fund
Gross assets$3.0B
Minimum$100K
Owners11
AdviserBridgewater Associates, LP
Bridgewater Optimal Portfolio Trading Company, LTD.
Cayman IslandsHedge fund
Gross assets$2.8B
Minimum$250M
Owners17
AdviserBridgewater Associates, LP
Bridgewater Pure Alpha Fund III, LTD.
Cayman IslandsHedge fund
Gross assets$2.7B
Minimum$6.8M
Owners2
AdviserBridgewater Associates, LP
Bridgewater Pure Alpha Major Markets Trading Company II, LTD.
Cayman IslandsHedge fund
Gross assets$2.0B
Minimum$10.0M
Owners33
AdviserBridgewater Associates, LP
Bridgewater All Weather Portfolio III, LTD.
Cayman IslandsHedge fund
Gross assets$1.6B
Minimum$10.0M
Owners5
AdviserBridgewater Associates, LP
Bridgewater International Inflation-Linked Bond Fund Trading Company, LTD.
Cayman IslandsHedge fund
Gross assets$1.5B
Minimum$100K
Owners5
AdviserBridgewater Associates, LP
Bridgewater Defensive Alpha Trading Company, LTD.
Cayman IslandsHedge fund
Gross assets$1.1B
Minimum$10.0M
Owners9
AdviserBridgewater Associates, LP
Bridgewater Aia Labs Macro Trading Company, LP
Cayman IslandsHedge fund
Gross assets$1.1B
Minimum$10.0M
Owners6
AdviserBridgewater Associates, LP
Bw-M Pa 24, LTD
Cayman IslandsHedge fund
Gross assets$1.1B
Minimum$10.0M
Owners5
AdviserBridgewater Associates, LP
Bridgewater Aia Labs Macro Trading Company II, LP
Cayman IslandsHedge fund
Gross assets$1.0B
Minimum$10.0M
Owners13
AdviserBridgewater Associates, LP
Bridgewater Event Risk Fund I, LTD.
Cayman IslandsHedge fund
Gross assets$846M
Minimum$100K
Owners11
AdviserBridgewater Associates, LP
Bridgewater Pure Alpha Sterling Fund, LTD.
Cayman IslandsHedge fund
Gross assets$774M
Minimum$12.7M
Owners4
AdviserBridgewater Associates, LP
Bridgewater All Weather Sustainability, LP
Cayman IslandsHedge fund
Gross assets$664M
Minimum$10.0M
Owners13
AdviserBridgewater Associates, LP
Bridgewater All Weather China, LTD.
Cayman IslandsHedge fund
Gross assets$583M
Minimum$10.0M
Owners5
AdviserBridgewater Associates, LP
BW Ccf-8a LP
Delaware, United StatesHedge fund
Gross assets$572M
Minimum$10.0M
Owners3
AdviserBridgewater Associates, LP
Bridgewater Implementation Fund III, LTD.
Cayman IslandsHedge fund
Gross assets$555M
Minimum$100K
Owners14
AdviserBridgewater Associates, LP
Bridgewater Pure Alpha Euro Fund, LTD.
Cayman IslandsHedge fund
Gross assets$523M
Minimum$11.0M
Owners4
AdviserBridgewater Associates, LP
BW Ccf-5 LTD.
Cayman IslandsHedge fund
Gross assets$454M
Minimum$10.0M
Owners2
AdviserBridgewater Associates, LP
BW Ccf-8b LTD.
Cayman IslandsHedge fund
Gross assets$396M
MinimumNone set
Owners1
AdviserBridgewater Associates, LP
Bridgewater Asia Total Return Fund I, LTD.
Cayman IslandsHedge fund
Gross assets$363M
Minimum$10.0M
Owners1
AdviserBridgewater Associates, LP
Bridgewater All Weather Sterling Fund, LTD.
Cayman IslandsHedge fund
Gross assets$349M
Minimum$12.7M
Owners5
AdviserBridgewater Associates, LP
Bridgewater Pure Alpha Major Markets Fund III, LTD.
Cayman IslandsHedge fund
Gross assets$310M
Minimum$10.0M
Owners1
AdviserBridgewater Associates, LP
Bridgewater All Weather Euro Fund Limited
Cayman IslandsHedge fund
Gross assets$256M
Minimum$11.0M
Owners2
AdviserBridgewater Associates, LP
Bridgewater Event Risk Fund II, LTD.
Cayman IslandsHedge fund
Gross assets$222M
Minimum$100K
Owners8
AdviserBridgewater Associates, LP
Bridgewater Implementation Fund IV, LLC
Delaware, United StatesHedge fund
Gross assets$123M
MinimumNone set
Owners11
AdviserBridgewater Associates, LP
Bridgewater Active Sustainable Equities, LP
Delaware, United StatesHedge fund
Gross assets$115M
Minimum$10.0M
Owners6
AdviserBridgewater Associates, LP
As reported in the adviser's Form ADV filed Nov 22, 2024. Funds also listed from Form D are shown above.
From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. AltMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures