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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
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Rich Siegel

Rich Siegel
Arq Wealth Advisors, Llc

Hedge Fund Manager
Ranked #86 out of 487 Hedge Fund Managers

Portfolio Gain

+77.91%
Since Jan 2016

Sharpe Ratio

2.49
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

+18.77%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
94.49% 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

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
Adams Diversified Equity Fund Inc Shs
Added
General
$18.38
($17.18-$19.57)
+6.47%
+7.91%
1.27M
0.55%
Amazon
Added
Consumer Cyclical
$162.88
($144.05-$181.70)
+0.21%
+91.65%
562.78K
0.24%
SPDR S&P 500 ETF Trust
Not Changed
General
$495.52
($466.43-$524.61)
+1.22%
0.00%
1.03M
0.45%
Apple
Added
Technology
$182.44
($168.49-$196.38)
+10.94%
+165.66%
4.15M
1.80%
Eli Lilly & Co
New
Healthcare
$689.91
($579.05-$800.78)
+3.97%
+100.00%
226.39K
0.10%
Meta Platforms
New
Communication Services
$431.79
($340.01-$523.57)
-1.52%
+100.00%
204.91K
0.09%
Alphabet Class A
Not Changed
Communication Services
$142.22
($130.66-$153.78)
+15.94%
0.00%
302.76K
0.13%
Nvidia
New
Technology
$723.60
($473.20-$974.00)
+17.83%
+100.00%
590.93K
0.26%
Perficient
Reduced
Technology
$63.40
($53.23-$73.58)
+31.12%
-5.20%
1.44M
0.62%
Honeywell International
Reduced
Industrial Goods
$200.13
($189.66-$210.60)
-2.19%
-0.77%
611.03K
0.26%
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 77.91%.
    What is Arq Wealth Advisors, Llc’s Sharpe Ratio?
    Arq Wealth Advisors, Llc’s Sharpe Ratio is 2.49.
      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 1.06%.
          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 22.30%.
            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 18.77%.
              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.