RWWM Inc

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Assets, Funds, Holdings

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RWWM Inc
CRD #148221
SEC #801-69561
CIK #
AUM $440.6 MM (100% Disc, 100% US)
Employees5 (60% Investors, 40% Brokers)
Phone888-552-1524
Address4970 Rocklin Road
Rocklin, CA 95677
Links IAPDexternal Websiteexternal LinkedInexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
MSFT 865,660.0 66.1
DJCO 310.9 58.2
WMT 286,110.0 50.9
KO 197,430.0 27.6
IBM 122,540.0 23.1
PKX 17,770.0 16.6
RSG 25,240.0 10.9
FAF 5,630.0 0.9
IVV 0.7
IJR 0.2
View All
Holdings by Sector ($BB)
Type Private Fund Form D Sold ($MM) AUM ($MM)
HF Roseman Wagner Partners LP 2012-09-12external
31.4
29.5
View All
Fund Directors # Filings # Firms
Aaron Wagner 1 1
Roseman Wagner GP LLC 1 1
Scott Roseman 1 1
Comparable Firms State AUM ($BB)
Goldstein Capital Corp
NY
0.4
Pinnacle Holdings LLC
OK
0.4
Telemus/Beacon Investment Company LLC
MI
0.4
Quantum Capital Management LLC
NJ
0.4
CDR Hollander Asset Management LLC
FL
0.4
Hourglass Capital LLC
TX
0.4
Bennett Lawrence Management LLC
NY
0.4
Seelaus Asset Management LLC
NJ
0.4
Sapere Wealth Management LLC
NC
0.4
MSF Capital LLC
NY
0.4