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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 Dec 31, 2023
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Bob Hapanowicz

Bob Hapanowicz
Hapanowicz & Associates Financial Services, Inc

Hedge Fund Manager
Ranked #189 out of 487 Hedge Fund Managers

Portfolio Gain

+62.49%
Since Jan 2016

Sharpe Ratio

1.43
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$162.35M
Bob Hapanowicz manages more assets than 5% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+9.56%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
93.05% General
2.10% Technology
0.95% Industrial Goods
0.91% Financial
0.72% Communication Services
0.68% Consumer Defensive
0.57% Consumer Cyclical
0.15% Basic Materials
A breakdown of Hapanowicz & Associates Financial Services, Inc's portfolio by sector

Hapanowicz & Associates Financial Services, Inc Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
Advanced Micro Devices
Reduced
Technology
$122.08
($93.11-$151.05)
+10.77%
-16.68%
286.42K
0.18%
Amazon
Reduced
Consumer Cyclical
$136.99
($118.35-$155.63)
+22.50%
-11.21%
438.19K
0.27%
Apple
Added
Technology
$182.65
($165.67-$199.62)
-8.18%
+1.44%
461.11K
0.28%
Costco
Not Changed
Consumer Cyclical
$611.07
($540.23-$681.91)
+10.95%
0.00%
264.03K
0.16%
FedEx
New
Industrial Goods
$255.11
($224.69-$285.53)
+6.40%
+100.00%
223.12K
0.14%
Alphabet Class A
Added
Communication Services
$131.44
($120.20-$142.68)
+12.91%
+0.65%
536.97K
0.33%
The Hershey Company
Not Changed
Consumer Defensive
$189.99
($178.82-$201.15)
+0.37%
0.00%
223.73K
0.14%
JPMorgan Chase & Co.
Sold Out
Financial
$152.94
($135.19-$170.69)
+8.75%
-100.00%
0.00
0.00%
Microsoft
Reduced
Technology
$347.76
($311.21-$384.30)
+12.40%
-20.75%
231.26K
0.14%
PepsiCo
Not Changed
Consumer Defensive
$163.94
($155.83-$172.05)
-0.27%
0.00%
629.94K
0.39%
See a list of Hapanowicz & Associates Financial Services, Inc's holdings, as reported to the SEC on Dec 31, 2023. 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 62.49%.
    What is Hapanowicz & Associates Financial Services, Inc’s Sharpe Ratio?
    Hapanowicz & Associates Financial Services, Inc’s Sharpe Ratio is 1.43.
      What is Hapanowicz & Associates Financial Services, Inc’s portfolio value?
      Hapanowicz & Associates Financial Services, Inc’s portfolio value is $162.35M.
        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 3.98%.
          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 19.54%.
            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 9.56%.
              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 Dec 31, 2023.
                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 $162.35M.
                    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.

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                    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.