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Hedge Funds Similar to Next

13F Portfolio OverlapQ1 2026Next portfolio →
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Most similar hedge funds by 13F overlap

Next Capital Management LLC is an institutional investor managing $330M across 134 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Next are Muzinich & ,, Lalia ,, Prairiewood ,, with shared positions in $OBDC, $MFIC, $GBDC, $TCPC, $KKR, $APO. The full ranking of 25 similar funds is below.

#1Muzinich & Co., Inc.Active
Notable overlap · 4 shared positions
$OBDC$MFIC$GBDC$TCPC
$286M
38 positions
#2Lalia Capital, LLCActive
Notable overlap · 4 shared positions
$OBDC$GBDC$KKR$APO
$158M
13 positions
#3Prairiewood Capital, LLCActive
Notable overlap · 4 shared positions
$OBDC$GBDC$MAR$SCHW
$346M
77 positions
#4CASTLEKEEP INVESTMENT ADVISORS LLCPassive
Some overlap · 5 shared positions
$MFIC$GBDC$HUM$KO$DHR
$184M
66 positions
#5Prota Financial, LLCActive
Some overlap · 3 shared positions
$OBDC$CRM$KO
$138M
67 positions
#6Granite FO LLCActive
Some overlap · 5 shared positions
$GBDC$KKR$HUM$OBDC$APO
$169M
170 positions
#7Enstar Group LTDActive
Some overlap · 3 shared positions
$OBDC$KKR$APO
$217M
9 positions
#8ARES MANAGEMENT LLCSmart money
Some overlap · 4 shared positions
$GBDC$OBDC$MFIC$TCPC
$1.5B
37 positions
#9Sound Income Strategies, LLCPassive
Some overlap · 3 shared positions
$OBDC$GBDC$DHR
$2.1B
2,596 positions
#10EPIQ PARTNERS, LLCPassive
Some overlap · 4 shared positions
$OBDC$SCHW$USB$ECL
$214M
83 positions
#11White Lighthouse Investment Management Inc.Active
Some overlap · 6 shared positions
$KKR$HUM$MAR$SCHW$DHR$USB
$721M
145 positions
#12Vermillion Wealth Management, Inc.Passive
Some overlap · 6 shared positions
$KKR$HUM$MAR$SCHW$USB$ECL
$255M
1,563 positions
#13High Net Worth Advisory Group LLCPassive
Some overlap · 5 shared positions
$KKR$HUM$CRM$MAR$PH
$429M
244 positions
#14HANOVER ADVISORS INCActive
Some overlap · 5 shared positions
$KKR$HUM$MAR$SCHW$KO
$246M
118 positions
#15O'ROURKE & COMPANY, IncPassive
Some overlap · 6 shared positions
$KKR$APO$SCHW$HUM$KO$USB
$253M
171 positions
#16Capital Advisors Wealth Management, LLCPassive
Some overlap · 5 shared positions
$KKR$HUM$MAR$SCHW$USB
$745M
219 positions
#17SWAN Capital LLCPassive
Some overlap · 5 shared positions
$KKR$HUM$MAR$SCHW$USB
$272M
554 positions
#18CURA WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$MFIC$GBDC$USB
$223M
126 positions
#19TRANSCEND WEALTH COLLECTIVE, LLCPassive
Some overlap · 4 shared positions
$KKR$OBDC$HUM$TCPC
$1.2B
721 positions
#20Tranquility Partners, LLCPassive
Some overlap · 4 shared positions
$GBDC$HUM$OBDC$KO
$265M
226 positions
#21Mascagni Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$KKR$HUM$CRM$MAR
$140M
127 positions
#22HOWARD WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$KKR$HUM$SCHW$MAR$DHR
$238M
142 positions
#23Piedmont Capital Management, LLCActive
Some overlap · 5 shared positions
$KKR$HUM$SCHW$KO$USB
$197M
50 positions
#24Oak Harvest Investment ServicesPassive
Some overlap · 4 shared positions
$KKR$HUM$MAR$SCHW
$958M
176 positions
#25DAGCO, INC.Passive
Some overlap · 5 shared positions
$KKR$HUM$MAR$PH$DHR
$461M
353 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.