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Jim Cramer, a former hedge fund manager, is the host of CNBC's Mad Money. Cramer expresses his views on stocks on his TV shows, which helps many ordinary investors who watch his show daily on TV make their own investments. Cramer also purchases many of the stocks he recommends for his charitable trust.

Ray Dalio founded Bridgewater Associates in a two-bedroom apartment in 1975. Prior to that, he worked on the trading floor of the New York Stock Exchange. He was a director of commodities at Dominick & Dominick LLC. In 1974, he spent a year trading futures as a broker at Shearson Hayden Stone. Dalio has a B.A. from Long Island University and an M.B.A. from Harvard Business School.

Both Cramer and Dalio are among the smartest investors in the world, and we believe that by imitating their stock picks, investors are more likely to beat the market in the long term. Below we compiled a list of stocks both Cramer and Dalio are bullish on. All stocks are in Cramer’s charitable trust as of September 15 and in Dalio’s portfolio at the end of June.

Company

Cramer (No. of Shares)

Dalio (Value x1,000)

YTD Return

Alcoa Inc. (NYSE:AA)

5500

28878

-38.76%

Apple Inc. (NASDAQ:AAPL)

200

10506

17.27%

Apache Corp. (NYSE:APA)

1100

1703

-30.22%

American Express (NYSE:AXP)

2700

37977

2.75%

Caterpillar, Inc. (NYSE:CAT)

1000

2735

-19.67%

Costco (NASDAQ:COST)

300

25786

12.13%

Chevron Corp. (NYSE:CVX)

500

12530

6.17%

DuPont & Co. (NYSE:DD)

500

6972

-15.36%

Deere & Co. (NYSE:DE)

800

2500

-19.15%

Express Scripts, Inc. (NASDAQ:ESRX)

1300

3848

-33.51%

Freeport McMoRan (NYSE:FCX)

800

11559

-41.90%

Starwood Hotels (NYSE:HOT)

1800

20182

-34.34%

Juniper Networks (NYSE:JNPR)

2500

291

-48.10%

Coca-Cola Company (NYSE:KO)

1800

5399

1.77%

Kohl's Corporation (NYSE:KSS)

1900

5140

-7.51%

Oracle Corp. (NYSE:ORCL)

3100

17455

-5.23%

Prudential Financial (NYSE:PRU)

2100

7252

-20.18%

Schlumberger NV (NYSE:SLB)

400

483

-25.59%

Stryker Corp. (NYSE:SYK)

1000

2400

-10.44%

AT&T (NYSE:T)

500

1523

2.05%

United Parcel Service (NYSE:UPS)

600

824

-7.65%

American Express (AXP): American Express is a global service company. The company’s principal products and services are charge and credit payment card products and travel-related services offered to consumers and businesses around the world. Cramer had 2,700 shares of AXP as of September 15, and Dalio increased his position in AXP by 175% to $38.0 million during the second quarter. AXP has a market cap of $51.8B, a P/E ratio of 11.36, and returned 2.75% since the beginning of this year. Warren Buffett invested $7.8 billion in AXP shares (check out Buffett’s top stock picks). Jean-Marie Eveillard, Ken Griffin and Bill Miller were also main investors in AXP.

Alcoa Inc. (AA): Alcoa is engaged in the production and management of aluminum. Cramer had 5,500 shares of AA as of September 15, and Dalio increased his position in AA by 84% to $28.9 million during the second quarter. AA has a market cap of $10.0B, a P/E ratio of 11.02, and lost 38.76% since the beginning of this year. John Paulson invested $430 million in AA shares (see John Paulson’s top stock picks).

Costco (COST): Costco operates membership warehouses that offer its members low prices on a limited selection of branded and selected private-label products in a range of merchandise categories. Cramer had 300 shares of COST as of September 15, and Dalio increased his position in COST by 50% to $25.8 million during the second quarter. COST has a market cap of $35.1B, a P/E ratio of 25.08, and returned 12.13% since the beginning of this year. Warren Buffett holds more than $300 million in COST.

Starwood Hotels & Resorts (HOT): Starwood Hotels & Resorts is a hotel and leisure company. Cramer had 1,800 shares of HOT as of September 15, and Dalio increased his position in HOT by 75% to $20.2 million during the second quarter. HOT has a market cap of $7.8B, a P/E ratio of 20.36, and lost 34.34% since the beginning of this year. Jeffrey Vinik holds the largest position in HOT (check out Vinik’s top stock picks).

Oracle Corp. (ORCL): Oracle Corporation is an enterprise software company. Cramer had 3,100 shares of ORCL as of September 15, and Dalio decreased his position in ORCL by 36% to $17.5 million during the second quarter. ORCL has a market cap of $149B, a P/E ratio of 16.77, and lost 5.23% since the beginning of this year. Ken Fisher holds over $600 million in ORCL.

Chevron Corp. (CVX): Chevron is engaged in petroleum operations, chemicals operations, mining operations, power generation and energy services. Cramer had 500 shares of CVX as of September 15, and Dalio increased his position in CVX by 3% to $12.5 million during the second quarter. CVX has a market cap of $190B, a P/E ratio of 8.27, and returned 6.17% since the beginning of this year. Bill Miller and Cliff Asness also had over $100 million of CVX stock.

Freeport McMoRan (FCX): Freeport-McMoRan Copper & Gold Inc is a copper, gold and molybdenum mining company. Cramer had 800 shares of FCX as of September 15, and Dalio increased his position in FCX by 9% to $11.6 million during the second quarter. FCX has a market cap of $32.6B, a P/E ratio of 5.87, and lost 41.90% since the beginning of this year. Ken Fisher invested over $400 million in FCX.

Apple Inc. (AAPL): Apple designs, manufactures and markets a range of personal computers, mobile communication and media devices, and portable digital music players, and sells a range of related software, services, peripherals, networking solutions, and third-party digital content and applications. Cramer had 200 shares of AAPL as of September 15, and Dalio increased his position in AAPL by 367% to $10.5 million during the second quarter. AAPL has a market cap of $351B, a P/E ratio of 14.97, and returned 17.27% since the beginning of this year. Rob Citrone is another main holder of AAPL.

Prudential Financial Corp. (PRU): Prudential offers an array of financial products and services, including life insurance, annuities, retirement-related services, mutual funds, investment management and real estate services. Cramer had 2,100 shares of PRU as of September 15, and Dalio increased his position in PRU by 16% to $7.3 million during the second quarter. PRU has a market cap of $22.8B, a P/E ratio of 8.19, and lost 20.18% since the beginning of this year. Jeffrey Altman invested more than $200 million in PRU shares. Ric Dillon also had $156 million invested in PRU.

DuPont & Co. (DD): DuPont offers a range of products and services for markets, including agriculture and food, building and construction, electronics and communications, general industrial and transportation. Cramer had 500 shares of DD as of September 15, and Dalio increased his position in DD by 877% to $7.0 million during the second quarter. DD has a market cap of $38.4B, a P/E ratio of 11.45, and lost 15.36% since the beginning of this year. Phill Gross and Robert Atchinson had $37 million of DD shares.

Disclosure: I am long T.

Source: Jim Cramer And Ray Dalio Love These Stocks