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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VOOVanguard Index Fds
Recent Activity
Increased 3.11%
0.15%
$647,966
1,228 shares@ $527.66 avg price
CMCSAComcast Corp New
Recent Activity
Increased 0.45%
0.14%
$596,459
14,280 shares@ $41.77 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Increased 7.66%
0.13%
$588,421
3,388 shares@ $173.68 avg price
BAMBrookfield Asset Managmt Ltd
Recent Activity
Increased 0.01%
0.13%
$588,344
12,441 shares@ $47.3 avg price
IWMIshares Tr
Recent Activity
Increased 14.79%
0.13%
$588,247
2,663 shares@ $220.9 avg price
PNFPPinnacle Finl Partners Inc
Recent Activity
Increased 40.22%
0.13%
$558,514
5,701 shares@ $97.97 avg price
IJTIshares Tr
Recent Activity
Increased 2.17%
0.13%
$552,659
3,962 shares@ $139.49 avg price
MELIMercadolibre Inc
Recent Activity
Increased 3.18%
0.12%
$534,172
260 shares@ $2054.51 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Increased 69.3%
0.12%
$506,282
9,904 shares@ $51.12 avg price
SHOPShopify Inc
Recent Activity
Increased 9.39%
0.11%
$497,049
6,202 shares@ $80.15 avg price