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RWWM, Inc. - Scott Roseman&Aaron Wagner

RWWM, Inc. a Portfolio Activity as reported in the most recent 13F form published on Jun 30, 2024
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Scott Roseman&Aaron Wagner

Scott Roseman&Aaron Wagner
RWWM, Inc.

Hedge Fund Manager
Ranked #22 out of 487 Hedge Fund Managers

Portfolio Gain

+324.65%
Since Jan 2016

Sharpe Ratio

4.09
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$920.85M
Scott Roseman&Aaron Wagner manages more assets than 36% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+36.53%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
32.62% Consumer Cyclical
25.29% Financial
18.97% Technology
12.44% Energy
8.33% Consumer Defensive
1.11% Industrial Goods
0.60% Communication Services
A breakdown of RWWM, Inc.'s portfolio by sector

RWWM, Inc. Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
Chevron
Reduced
Energy
$159.52
($151.93-$167.11)
+4.23%
-5.93%
535.89K
0.06%
First American Financial
Not Changed
Financial
$56.42
($51.59-$61.24)
+23.80%
0.00%
831.75K
0.09%
Daily Journal
Reduced
Technology
$363.89
($333.29-$394.50)
+37.68%
-0.91%
126.30M
13.72%
Carter's
New
Consumer Cyclical
$73.73
($61.23-$86.24)
-15.09%
+100.00%
23.68M
2.54%
Exxon Mobil
Reduced
Energy
$115.97
($108.18-$123.75)
+4.73%
-2.02%
115.85M
12.38%
Fox Factory Holding
Added
Consumer Cyclical
$45.41
($37.98-$52.84)
-33.89%
+1.88%
12.94M
1.41%
International Business Machines
Reduced
Technology
$177.95
($162.62-$193.28)
+23.60%
-6.36%
2.27M
0.24%
Nvidia
Added
Technology
$108.18
($75.61-$140.76)
+19.01%
+4.18%
831.42K
0.09%
Kraft Heinz
Reduced
Consumer Defensive
$35.48
($32.01-$38.96)
-4.00%
-3.11%
77.62M
8.33%
Polaris
Added
Consumer Cyclical
$88.22
($75.54-$100.91)
-15.26%
+192.31%
21.34M
2.30%
See a list of RWWM, Inc.'s holdings, as reported to the SEC on Jun 30, 2024. Click on any holding to see more details

Measured Performance

Compare RWWM, Inc.'s performance with other Hedge Funds and the S&P 500

RWWM, Inc. activity FAQ

What is RWWM, Inc.’s portfolio gain since Jun 2013?
RWWM, Inc.’s portfolio gain since Jun 2013 was 324.65%.
    What is RWWM, Inc.’s Sharpe Ratio?
    RWWM, Inc.’s Sharpe Ratio is 4.09.
      What is RWWM, Inc.’s portfolio value?
      RWWM, Inc.’s portfolio value is $920.85M.
        What is RWWM, Inc.’s average return since the fund’s last 13F filing?
        RWWM, Inc.’s average return since the fund’s last 13F filing is 15.87%.
          What was RWWM, Inc.’s average return in the last 12 months?
          RWWM, Inc.’s average return in the last 12 months was 26.94%.
            What was RWWM, Inc.’s average return in the last 3 years?
            RWWM, Inc.’s average return in the last 3 years was 36.53%.
              When was the most recent most recent 13F form submitted by RWWM, Inc.?
              RWWM, Inc.'s most recent 13F form was submitted on Jun 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 Scott Roseman&Aaron Wagner Net Worth?
                  Scott Roseman&Aaron Wagner is Managing RWWM, Inc. which has a net worth of $920.85M.
                    TipRanks & Hedge Funds: TipRanks measures the performance of Scott Roseman&Aaron Wagner 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.