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Ariel Investments LLC - John Rogers
Ariel Investments LLC a Portfolio Activity as reported in the most recent 13F form published on Jun 30, 2024
109 Followers
Portfolio Gain
+74.70%
Since Jan 2016
Sharpe Ratio
0.88
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$9.24B
John Rogers manages more assets than 77% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+8.40%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
23.56% Consumer Cyclical
20.09% Financial
13.31% Industrial Goods
10.62% Communication Services
9.36% Healthcare
9.00% Technology
3.41% Real Estate
2.81% Energy
2.58% Consumer Defensive
1.96% Basic Materials
0.29% General
A breakdown of Ariel Investments LLC's portfolio by sector
Ariel Investments LLC Portfolio Activity
Carlyle Group
Added
Financial
$43.24
($38.44-$48.04)
+29.34%
+1.12%
198.25M
2.11%
Allstate
New
Financial
$167.01
($156.66-$177.37)
+23.74%
+100.00%
38.33M
0.41%
DR Horton
New
Consumer Cyclical
$151.91
($138.08-$165.75)
+15.63%
+100.00%
23.34M
0.25%
CarMax
Added
Consumer Cyclical
$76.22
($65.83-$86.61)
+2.67%
+8.70%
52.07M
0.56%
CNH Industrial
Added
Industrial Goods
$11.54
($9.77-$13.30)
+9.28%
+16.58%
29.72M
0.32%
CVS Health
Added
Healthcare
$66.38
($52.77-$79.98)
-3.44%
+10.30%
39.52M
0.42%
Kaspi.kz JSC Sponsored ADR RegS
New
General
$122.48
($108.58-$136.38)
-13.67%
+100.00%
285.11K
<0.01%
Lennar
New
Consumer Cyclical
$159.65
($146.95-$172.34)
+13.31%
+100.00%
23.52M
0.25%
Vanguard Total International Stock ETF
New
General
$60.01
($57.67-$62.35)
+1.30%
+100.00%
4.80M
0.05%
Envista Holdings
Added
Healthcare
$18.65
($15.92-$21.38)
+21.83%
+11.01%
164.16M
1.78%
See a list of Ariel Investments LLC's holdings, as reported to the SEC on Jun 30, 2024. Click on any holding to see more details
Measured Performance
Compare Ariel Investments LLC's performance with other Hedge Funds and the S&P 500
Ariel Investments LLC activity FAQ
What is Ariel Investments LLC’s portfolio gain since Jun 2013?
Ariel Investments LLC’s portfolio gain since Jun 2013 was 74.70%.
What is Ariel Investments LLC’s Sharpe Ratio?
Ariel Investments LLC’s Sharpe Ratio is 0.88.
What is Ariel Investments LLC’s portfolio value?
Ariel Investments LLC’s portfolio value is $9.24B.
What is Ariel Investments LLC’s average return since the fund’s last 13F filing?
Ariel Investments LLC’s average return since the fund’s last 13F filing is 15.24%.
What was Ariel Investments LLC’s average return in the last 12 months?
Ariel Investments LLC’s average return in the last 12 months was 28.45%.
What was Ariel Investments LLC’s average return in the last 3 years?
Ariel Investments LLC’s average return in the last 3 years was 8.40%.
When was the most recent most recent 13F form submitted by Ariel Investments LLC?
Ariel Investments LLC's most recent 13F form was submitted on Jun 30, 2024.
who are the best performing hedge funds?
Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
What is John Rogers Net Worth?
John Rogers is Managing Ariel Investments LLC which has a net worth of $9.24B.
TipRanks & Hedge Funds: TipRanks measures the performance of John Rogers and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.