Nicholas Warf
@Tbh Global Asset Management, Llc
Latest period2024 - Q3ReportedManaged Assets$458.35MTotal holdings230
Assets growth rate1.84%Assets growth rate (2-Q avg)-4.15%Continuous growth in asset value1 quarters
Portfolio positions
This chart displays the top 10 holdings in Tbh Global Asset Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 230 positions.
Assets under management
The assets under management (AUM) of Tbh Global Asset Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 458.35M in assets, with a quarterly growth rate of 1.84% and a 2-quarter average growth rate of -4.15%. The portfolio is managed by Nicholas Warf, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
TLHIshares Tr
| 0.27% | $1.218M 11,143 shares@ $109.34 avg price | Increased 34.27% |
VMIValmont Inds Inc
| 0.25% | $1.14M 3,930 shares@ $289.96 avg price | Increased 2.11% |
JEMAJ P Morgan Exchange Traded F
| 0.25% | $1.101M 27,134 shares@ $40.59 avg price | Increased 45.55% |
IRMIron Mtn Inc Del
| 0.21% | $931,398 7,838 shares@ $118.84 avg price | Increased 0.09% |
MCDMcdonalds Corp
| 0.2% | $871,706 2,863 shares@ $304.48 avg price | Increased 2.04% |
SPGSimon Ppty Group Inc New
| 0.19% | $862,273 5,102 shares@ $169.01 avg price | Increased 0.06% |
PMPhilip Morris Intl Inc
| 0.19% | $833,296 6,864 shares@ $121.41 avg price | Increased 0.02% |
NVONovo-nordisk A S
| 0.19% | $832,537 6,992 shares@ $119.07 avg price | Increased 11.31% |
SNOWSnowflake Inc
| 0.16% | $697,980 6,077 shares@ $114.86 avg price | Increased 42.72% |
URIUnited Rentals Inc
| 0.16% | $688,271 850 shares@ $809.74 avg price | Increased 13.34% |