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Arq Wealth Advisors, Llc - Rich Siegel
Arq Wealth Advisors, Llc a Portfolio Activity as reported in the most recent 13F form published on Mar 31, 2024
53 Followers
Portfolio Gain
+82.96%
Since Jan 2016
Sharpe Ratio
2.66
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$230.26M
Rich Siegel manages more assets than 10% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+19.29%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
93.85% General
3.94% Technology
0.42% Communication Services
0.38% Industrial Goods
0.24% Consumer Cyclical
0.17% Financial
0.12% Healthcare
0.12% Consumer Defensive
A breakdown of Arq Wealth Advisors, Llc's portfolio by sector
Arq Wealth Advisors, Llc Portfolio Activity
Vanguard Extended Market ETF
Reduced
General
$166.28
($156.37-$176.20)
+0.35%
-2.62%
2.29M
0.99%
Eli Lilly & Co
New
Healthcare
$689.91
($579.05-$800.78)
+10.41%
+100.00%
226.39K
0.10%
First Trust Managed Municipal ETF
New
General
$51.38
($51.00-$51.77)
+0.93%
+100.00%
6.43M
2.77%
Invesco S&P 500 Quality ETF
New
General
$56.91
($53.04-$60.77)
+5.80%
+100.00%
214.55K
0.09%
iShares MSCI Emerging Markets ex China ETF
New
General
$55.18
($52.43-$57.93)
+4.31%
+100.00%
554.92K
0.24%
Schwab International Equity ETF
New
General
$37.30
($35.46-$39.13)
+1.07%
+100.00%
402.80K
0.17%
Avantis International Equity ETF
Added
General
$60.90
($57.97-$63.84)
+1.78%
+4.29%
9.93M
4.23%
Simplify Enhanced Income ETF
New
General
$24.50
($24.30-$24.70)
+1.23%
+100.00%
5.18M
2.21%
Avantis U.S. Equity ETF
Added
General
$84.60
($79.55-$89.65)
+2.85%
+15.69%
10.70M
4.63%
Vanguard Growth ETF
Not Changed
General
$324.58
($300.28-$348.88)
+7.96%
0.00%
1.31M
0.57%
See a list of Arq Wealth Advisors, Llc's holdings, as reported to the SEC on Mar 31, 2024. Click on any holding to see more details
Measured Performance
Compare Arq Wealth Advisors, Llc's performance with other Hedge Funds and the S&P 500
Arq Wealth Advisors, Llc activity FAQ
What is Arq Wealth Advisors, Llc’s portfolio gain since Jun 2013?
Arq Wealth Advisors, Llc’s portfolio gain since Jun 2013 was 82.96%.
What is Arq Wealth Advisors, Llc’s Sharpe Ratio?
Arq Wealth Advisors, Llc’s Sharpe Ratio is 2.66.
What is Arq Wealth Advisors, Llc’s portfolio value?
Arq Wealth Advisors, Llc’s portfolio value is $230.26M.
What is Arq Wealth Advisors, Llc’s average return since the fund’s last 13F filing?
Arq Wealth Advisors, Llc’s average return since the fund’s last 13F filing is 3.93%.
What was Arq Wealth Advisors, Llc’s average return in the last 12 months?
Arq Wealth Advisors, Llc’s average return in the last 12 months was 16.93%.
What was Arq Wealth Advisors, Llc’s average return in the last 3 years?
Arq Wealth Advisors, Llc’s average return in the last 3 years was 19.29%.
When was the most recent most recent 13F form submitted by Arq Wealth Advisors, Llc?
Arq Wealth Advisors, Llc's most recent 13F form was submitted on Mar 31, 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 Rich Siegel Net Worth?
Rich Siegel is Managing Arq Wealth Advisors, Llc which has a net worth of $230.26M.
TipRanks & Hedge Funds: TipRanks measures the performance of Rich Siegel 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.