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Northside Capital Management, LLC
Donald James DeWolfe · Investment Advisor · Multi-Strategy
Northside Capital Management, LLC is an independent SEC-registered investment advisor founded in 1996 and headquartered in Hood River, Oregon, with additional offices in Idaho and California. The firm serves as a comprehensive outsourced investment office and private wealth manager for ultra-high-net-worth individuals, family offices, endowments, and foundations. Northside specializes in designing sophisticated, globally diversified portfolios that integrate traditional asset classes like public equities and fixed income with alternative investments such as private equity, hedge funds, and real assets. In 2024, the firm entered into a strategic partnership with Rosemont Investment Group to bolster its long-term independence and succession planning, while continuing to manage over $6 billion in regulatory assets for a select group of institutional and private clients.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +21.0% |
| YTD return | +15.8% |
| Sharpe ratio | 3.78 |
| Win rate | 73% |
| AUM | $0.6B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.6B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://northsidecap.com |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| EPD | Enterprise Products Partners LP | 10.6% | +19.3% |
| GOOGL | Alphabet Inc Class A | 10.1% | +26.8% |
| TXN | Texas Instruments Incorporated | 9.3% | +26.4% |
| ET | Energy Transfer LP | 7.4% | +20.4% |
| MPLX | MPLX LP | 6.1% | +17.7% |
| AMZN | Amazon.com Inc | 5.8% | +12.7% |
| NEE | Nextera Energy Inc | 5.5% | -1.9% |
| MSFT | Microsoft Corporation | 5.2% | +6.2% |
| AAPL | Apple Inc | 4.5% | +28.1% |
| LNG | Cheniere Energy Inc | 4.0% | +16.6% |
| VST | Vistra Energy Corp | 4.0% | -16.0% |
| EOG | EOG Resources Inc | 3.9% | +18.7% |
| LLY | Eli Lilly and Company | 3.5% | +23.8% |
| C | Citigroup Inc | 3.4% | +24.0% |
| BRK-A | Berkshire Hathaway Inc | 3.3% | +2.1% |
| KO | The Coca-Cola Company | 3.0% | +18.8% |
| JPM | JPMorgan Chase & Co | 2.9% | +13.1% |
| META | Meta Platforms Inc. | 2.7% | +27.5% |
| BAC | Bank of America Corp | 2.6% | +16.5% |
| HR | Healthcare Realty Trust Incorporated | 2.4% | +0.8% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 21, 2026 | BUY | HR | 2.4% → 2.4% |
| Sep 21, 2026 | SELL | META | 2.7% → 2.7% |
| Sep 21, 2026 | SELL | GOOGL | 10.1% → 10.1% |
| Sep 21, 2026 | BUY | NEE | 5.5% → 5.5% |
| Sep 21, 2026 | BUY | VST | 4.0% → 4.0% |
Investment Style Analysis
Northside Capital Management, LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 21, 2026, the firm oversees approximately $0.6B in assets under management (AUM). The portfolio demonstrates a clear preference for the Oil & Gas Midstream and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 21, Northside Capital Management, LLC made a significant move by increasing exposure to HR. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Northside Capital Management’s investment philosophy is centered on the belief that disciplined asset allocation and rigorous manager selection are the primary drivers of long-term risk-adjusted returns. Utilizing the principles of Modern Portfolio Theory alongside proprietary computer modeling and fundamental research, the firm constructs forward-looking portfolios tailored to the specific tax situations and financial goals of its clients. The strategy emphasizes broad diversification across asset classes and investment styles to provide downside protection and reduce reliance on upward market trends. Northside adopts an opportunistic approach to capture value in underappreciated market segments and selects specialized external managers to gain institutional-caliber exposure to complex asset classes, ensuring a robust framework for capital preservation and growth over full market cycles.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Northside Capital Management, LLC.
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Frequently asked questions
How is the simulated portfolio for Northside Capital Management, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Northside Capital Management, LLC's largest holding?
As of the latest filing, Northside Capital Management, LLC's top position is Enterprise Products Partners LP (EPD), representing 10.6% of the portfolio. This reflects a high-conviction bet by the institution.
What is Northside Capital Management, LLC's historical performance and risk profile?
Our simulation indicates a total return of +21.0% with a win rate of 73%. Notably, the portfolio maintains a Sharpe Ratio of 3.78, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Northside Capital Management, LLC primarily invest in?
Northside Capital Management, LLC has a strong preference for the Oil & Gas Midstream sector, which makes up 28.0% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Northside Capital Management, LLC's portfolio concentrated or diversified?
Northside Capital Management, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 30.0% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Northside Capital Management, LLC performed in 2026?
Our AI-simulated model portfolio for Northside Capital Management, LLC tracks a Year-to-Date (YTD) return of +15.8%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Donald James DeWolfe manage Northside Capital Management, LLC directly?
Yes, Donald James DeWolfe serves as the key portfolio manager for Northside Capital Management, LLC, overseeing the investment strategy and final capital allocation decisions.