Founded in 1975, Bridgewater Associates is a leading global macro investment manager focused on delivering unique insight and partnership for the most sophisticated global institutional investors. The firm is dedicated to understanding how markets and economies work, using cutting edge technology to validate and execute on timeless and universal investment principles.
Bridgewater’s differentiated insights, shaped by a meritocratic culture and advanced technology, are translated into diversified strategies spanning approximately 200 markets. With deep expertise in portfolio construction and risk management, the firm aims to deliver consistent value for clients across all economic environments.
Firm Overview
- Bridgewater’s Co-CIOs, Bob Prince, Greg Jensen and Karen Karniol-Tambour have worked together for decades (18 years average tenure).
- The keys to Bridgewater’s success are a culture of idea meritocracy, systematic improvement in the pursuit of excellence, and a consistency of people and process that is unique in the industry.
- A three-decade track record of generating good and uncorrelated returns, engineered to complement client portfolios.
Bridgewater Insights
1975
~1,190
~$100 billion
Source: Bridgewater Associates, LP as of September 30, 2025
AUM figures are estimated as of the dates shown and are in billions of USD. AUM figures as of the date shown are inclusive of additions and/or withdrawals made as of the first business day or dealing day of the following month. For accounts of external clients and investors managed to target allocations, the target allocations are used to estimate Strategy and Firmwide AUM; these estimates may differ from actual allocations due to performance over time. Past performance does not guarantee future results.
Presence
~1,190
75%
28%
100%
Controlled
Funds
Oak Hill Wilshire Bridgewater Managed Alpha Fund
Commissions, trailing commissions, management fees and expenses all may be associated with investment funds. Investors should carefully consider a fund’s investment objectives and strategies, risks, fees and expenses before investing. Please read the offering documents before investing. Investment funds are not guaranteed. Fund values change frequently and past performance may not be repeated.
This material is intended to be of general interest only and should not be construed as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy. It does not constitute legal or tax advice.