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Kim Mathis-Doumis

Oxbow Advisors, Llc

Assets Managed
$1.177B
Holdings
245
Last Quarter
2026 - Q1
Filed Date
1mo 24d ago
Growth Rate
3.5%(2Q avg: 4.54%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Oxbow Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 245 positions.

Assets under management

The assets under management (AUM) of Oxbow Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.177B in assets, with a quarterly growth rate of 3.5% and a 2-quarter average growth rate of 4.54%. The portfolio is managed by Kim Mathis-Doumis, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VBIL
Vanguard 0-3m T-bill Etf
Recent Activity
Increased 31.53%
14.7%
$172.913M
2.286M shares@ $75.65 avg price
IAU
Ishares Gold Trust
Recent Activity
Decreased -15.19%
5.1%
$59.989M
680,458 shares@ $88.16 avg price
EPD
Enterprise Products Partners
Recent Activity
Increased 2.69%
4.39%
$51.644M
1.365M shares@ $37.84 avg price
AAPL
Apple Inc
Recent Activity
Decreased -18.96%
2.24%
$26.294M
103,605 shares@ $253.79 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -31.81%
2.16%
$25.345M
88,353 shares@ $286.86 avg price
MPLX
Mplx Lp
Recent Activity
Increased 7.12%
2.11%
$24.769M
434,012 shares@ $57.07 avg price
AMLP
Alerian Mlp Etf
Recent Activity
Increased 100.37%
2.03%
$23.865M
453,356 shares@ $52.64 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -21.21%
1.94%
$22.793M
61,575 shares@ $370.18 avg price
PB
Prosperity Bancshares Inc
Recent Activity
New Position
1.73%
$20.277M
301,825 shares@ $67.19 avg price
AEM
Agnico Eagle Mines Ltd
Recent Activity
Increased 1.02%
1.51%
$17.714M
87,269 shares@ $202.99 avg price

1-10 of 245