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Hapanowicz & Associates Financial Services, Inc - Bob Hapanowicz
Hapanowicz & Associates Financial Services, Inc a Portfolio Activity as reported in the most recent 13F form published on Sep 30, 2024
18 Followers
Bob Hapanowicz Hapanowicz & Associates Financial Services, Inc
Hedge Fund Manager
Ranked #180 out of 487 Hedge Fund Managers
Portfolio Gain
+86.03%
Since Jan 2016
Sharpe Ratio
1.73
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$198.62M
Bob Hapanowicz manages more assets than 7% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+12.05%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
95.72% General
1.43% Technology
0.86% Communication Services
0.82% Industrial Goods
0.72% Financial
0.32% Consumer Cyclical
0.13% Consumer Defensive
A breakdown of Hapanowicz & Associates Financial Services, Inc's portfolio by sector
Hapanowicz & Associates Financial Services, Inc Portfolio Activity
iShares Russell Midcap ETF
Added
General
$83.74
($78.96-$88.53)
+3.90%
+0.25%
2.00M
1.01%
Alphabet Class C
Reduced
Communication Services
$170.75
($148.20-$193.31)
+5.75%
-8.53%
627.46K
0.32%
PNC Financial
Reduced
Financial
$171.62
($155.45-$187.78)
+12.83%
-50.67%
545.86K
0.27%
Microsoft
Not Changed
Technology
$426.96
($385.58-$468.35)
-3.38%
0.00%
337.79K
0.17%
SPDR Portfolio S&P 500 High Dividend ETF
Sold Out
General
$43.01
($39.82-$46.20)
+0.50%
-100.00%
0.00
0.00%
Apple
Added
Technology
$216.62
($196.00-$237.23)
-2.03%
+1.82%
652.87K
0.33%
iShares Russell Mid-Cap Value ETF
Reduced
General
$125.89
($118.98-$132.79)
+2.08%
-39.92%
13.57M
6.83%
Vanguard Mid-Cap Growth ETF
Reduced
General
$228.91
($213.81-$244.01)
+6.31%
-36.37%
6.42M
3.23%
Kraft Heinz
Not Changed
Consumer Defensive
$34.05
($31.58-$36.53)
-11.51%
0.00%
249.32K
0.13%
Manulife Financial
Not Changed
Financial
$26.59
($23.30-$29.88)
+9.41%
0.00%
226.12K
0.11%
See a list of Hapanowicz & Associates Financial Services, Inc's holdings, as reported to the SEC on Sep 30, 2024. Click on any holding to see more details
Measured Performance
Compare Hapanowicz & Associates Financial Services, Inc's performance with other Hedge Funds and the S&P 500
Hapanowicz & Associates Financial Services, Inc activity FAQ
What is Hapanowicz & Associates Financial Services, Inc’s portfolio gain since Jun 2013?
Hapanowicz & Associates Financial Services, Inc’s portfolio gain since Jun 2013 was 86.03%.
What is Hapanowicz & Associates Financial Services, Inc’s Sharpe Ratio?
Hapanowicz & Associates Financial Services, Inc’s Sharpe Ratio is 1.73.
What is Hapanowicz & Associates Financial Services, Inc’s portfolio value?
Hapanowicz & Associates Financial Services, Inc’s portfolio value is $198.62M.
What is Hapanowicz & Associates Financial Services, Inc’s average return since the fund’s last 13F filing?
Hapanowicz & Associates Financial Services, Inc’s average return since the fund’s last 13F filing is 2.59%.
What was Hapanowicz & Associates Financial Services, Inc’s average return in the last 12 months?
Hapanowicz & Associates Financial Services, Inc’s average return in the last 12 months was 28.89%.
What was Hapanowicz & Associates Financial Services, Inc’s average return in the last 3 years?
Hapanowicz & Associates Financial Services, Inc’s average return in the last 3 years was 12.05%.
When was the most recent most recent 13F form submitted by Hapanowicz & Associates Financial Services, Inc?
Hapanowicz & Associates Financial Services, Inc's most recent 13F form was submitted on Sep 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 Bob Hapanowicz Net Worth?
Bob Hapanowicz is Managing Hapanowicz & Associates Financial Services, Inc which has a net worth of $198.62M.
TipRanks & Hedge Funds: TipRanks measures the performance of Bob Hapanowicz 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.