RW Investment Management LLC 13F Portfolio
NOTE: This fund is a new 13F filer, so all holdings appear as buys.
RW Investment Management LLC Holdings Map
Top 50 RW Investment Management LLC Holdings
Largest Stock Buys since Q1 2026:
| Stock |
Company Name |
% of Portfolio |
Δ % of Portf |
Shares Owned |
Calls/Puts |
Value Owned |
Trade Value |
Latest Activity |
Ownership Hist |
Net Ownership Hist |
Average Buy Price |
Price History |
Date |
Largest Stock Sells since Q1 2026:
| Stock |
Company Name |
% of Portfolio |
Δ % of Portf |
Shares Owned |
Calls/Puts |
Value Owned |
Trade Value |
Latest Activity |
Ownership Hist |
Net Ownership Hist |
Average Buy Price |
Price History |
Date |
Sector Allocation over time
Portfolio Structure
Data Integrity at Scale
HedgeFollow applies mass data sanitization to improve accuracy, with over 1 million errors corrected across all 13F filings.
Filing-level errors
Filing-level errors affect the entire 13F submission.
| Error Type |
Affected Quarter |
Filing Accession Number |
🔒 Results are restricted to reps under the institutional plan
This table contains any detected filing-level issues for this fund. Examples:
- Filing-wide unit inconsistencies
- Incorrect Amendments
|
Record-level errors
Record-level errors affect individual holdings.
| Error Type |
Quarter |
Cusip |
Incorrect Value |
Correct Value |
Filing Number |
🔒 Results are restricted to reps under the institutional plan
This table contains any detected record-level issues for this fund. Examples:
- Invalid or mismatched CUSIPs
- Incorrect share counts
- Incorrect values reported
|
Includes access to filing diagnostics and additional institutional features.
RW Investment Management LLC Performance History
Performance vs S&P500
Performance compared to other Funds
AUM Reported to SEC
AUM reported here may differ from 13F AUM. Why?
| Investment Advisor |
Discretionary AUM |
Non-Discretionary AUM |
Total AUM |
Reporting Date |
AUM for US vs Foreign Investors
AUM for Fund Owners vs Investors
Address & Contact Info
| Investment Advisor |
Business Address |
Phone/Fax |
Email |
Work Days/Hours |
Organization
| Investment Advisor |
Organization Form |
Org. State & Country |
# of Employees |
# of Employees in Research & Investment Advising |
Portfolio Management Services Provided
| Investment Advisor |
For Individuals & Small Business |
For Investment/BizDev Companies |
For Institutions |
For Hedge Funds & Other PIV |
Other Investment Services Provided
| Investment Advisor |
Financial Planning |
Security Rating |
Pension Consulting |
Newsletters |
Market Timing |
Education |
Advisor Selection |
Other |
Other Business Services Provided
| Investment Advisor |
Broker/Dealer |
Broker/Dealer Rep |
Commodity Trading |
Futures Merchant |
Real Estate |
Insurance |
Bank |
Trust |
Municipal Advisor |
Swap Dealer |
Swap Participant |
Accountant |
Lawyer |
Other |
Compensation Policy
| Investment Advisor |
% of AUM Fees |
Performance-Based |
Hourly Fees |
Subscription Fees |
Fixed Fees |
Commissions |
Other |
Owners & Executive Officers
| Name |
Title |
Control Person |
% Ownership |
Start Date |
Type |
Indirect Ownership Through |
Websites/Socials
