Long-term investor
Next Capital Management LLC @nextcapitalmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001752762).
Record
- Tracked since 2025-06-30 (434 days), 114 trades recorded
- Returns: week n/a · month n/a · 90 days +9.6% · 6 months +4.1% · 1 year +9.8% · all +9.8%
- Max drawdown -5.8% · Sharpe 0.34 · win rate 33% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 14.6% · long · since 2025-06-30
- MFIC · 5.2% · long · since 2025-06-30
- OWL · 5.0% · long · since 2025-06-30
- IEFA · 4.6% · long · since 2025-06-30
- 46090E103 · 4.0% · long · since 2025-06-30
- IEMG · 3.7% · long · since 2025-06-30
- VTI · 3.1% · long · since 2025-06-30
- TCPC · 2.8% · long · since 2025-06-30
- IWF · 2.8% · long · since 2025-06-30
- META · 2.6% · long · since 2025-06-30
- IVW · 2.6% · long · since 2025-06-30
- IJH · 2.1% · long · since 2025-06-30