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| RWWM Inc
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| CRD # | 148221 |
| SEC # | 801-69561 |
| CIK # | 0001507683 |
| AUM | 1,537.3 M (2026-03-31) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 916-652-1525 |
| Address | 4970 Rocklin Road Rocklin, CA 95677 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alibaba Group Holding Ltd | 271.2 | ||
| Daily Journal Corp | 173.9 | ||
| Wells Fargo & Co/MN | 137.0 | ||
| Whirlpool Corp /DE/ | 130.6 | ||
| Fox Factory Holding Corp | 91.1 | ||
| Carters Inc | 83.8 | ||
| HJ Heinz Holding Corp | 72.1 | ||
| Polaris Industries Inc/MN | 48.4 | ||
| Microsoft Corp | 33.6 | ||
| Helen of Troy Ltd | 16.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Roseman Wagner Partners LP | [2012-09-14] | 31.4 M | 181.5 M |
| Filed 2019-02-20 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 307 | 76.6 |
| (b) Individuals (high net worth individuals) | 273 | 1,186.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 181.5 |
| (g) Pension and profit sharing plans | 36 | 60.0 |
| (h) Charitable organizations | 5 | 10.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 22.1 |
| (n) Other | 0 | 0.1 |
| Total | 1,602 | 1,537.3 |
| By Discretionary | ||
| Discretionary | 1,602 | 1,537.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,602 | 1,537.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.3 | |
| United States Persons | 1,535.0 | |
| Total | 1,602 | 1,537.3 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Aaron Wagner | Director | 7 | 2 | |
| Scott Roseman | Director | 1 | 1 | |
| Roseman Wagner GP LLC | Director | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001507683] | |
| SC 13G | [0001507683] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| RWWM Inc | Helen of Troy Ltd | [2026-05-15] |
| RWWM Inc | Fox Factory Holding Corp | [2025-04-25] |
| RWWM Inc | Carters Inc | [2025-04-25] |
| RWWM Inc | AMC Networks Inc | [2025-04-25] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
| Comparable Firms | State | AUM |
|---|---|---|
|
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NY | 1,584.8 M |
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PA | 1,564.0 M |
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WA | 1,539.5 M |
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Seacrest Wealth Management LLC
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NY | 1,533.5 M |
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Alden Capital Management Inc
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PA | 1,515.0 M |
|
Bristol Gate Capital Partners Inc
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1,512.6 M | |
|
Tower Bridge Advisors Inc
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PA | 1,494.3 M |
|
Wallace Capital Management Inc
✚
|
TX | 1,488.9 M |
|
Adelante Capital Management LLC
✚
|
CA | 1,488.0 M |
|
Reliant Investment Management LLC
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|
TN | 1,471.5 M |