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% | 2.6% |
| ALPHABET INC | 4.6% | 1.8% |
| MICROSOFT CORP | 6.2% | 1.7% |
| AMAZON COM INC | 2.6% | 1.6% |
| BROADCOM INC | 0.0% | 1.5% |
| ISHARES INC | 0.0% | 1.1% |
| JOHNSON & JOHNSON | 0.1% | 1.0% |
| PAYPAL HLDGS INC | 1.4% | 0.7% |
| VISA INC | 0.0% | 0.7% |
| META PLATFORMS INC | 1.9% | 0.5% |
| VANGUARD INTL EQUITY INDEX F | 0.2% | 0.5% |
| APPLIED MATLS INC | 1.7% | 0.4% |
| WELLS FARGO CO NEW | 1.8% | 0.4% |
| COMCAST CORP NEW | 1.6% | 0.4% |
| APPLE INC | 3.6% | 0.3% |
| TE CONNECTIVITY PLC | 1.0% | 0.4% |
| AMPHENOL CORP NEW | 0.0% | 0.4% |
| CVS HEALTH CORP | 0.0% | 0.3% |
| ELI LILLY & CO | 0.0% | 0.3% |
| QUALCOMM INC | 3.3% | 0.1% |
| BANK NEW YORK MELLON CORP | 2.7% | 0.1% |
| US BANCORP DEL | 3.4% | 0.1% |
| MEDTRONIC PLC | 3.2% | 0.1% |
| BANK AMERICA CORP | 0.3% | 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 ($27.42B disclosed). They share 58 common positions, with 31 names unique to Matrix Asset Advisors's book and 976 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
