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Hedge Funds Similar to Dale Q Rice Investment Ltd

13F Portfolio OverlapQ1 2026Dale Q Rice Investment Ltd portfolio →
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Most similar hedge funds by 13F overlap

Dale Q Rice Investment Management Ltd is an institutional investor managing $132M across 68 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 Dale Q Rice Investment Ltd are Dedeker Financial, Ridgepath, Global View, with shared positions in $AGQ, $LRCX, $PLTR, $SHW, $EOG, $PANW. The full ranking of 25 similar funds is below.

#1Dedeker Financial LLCPassive
Substantial overlap · 3 shared positions
$AGQ$LRCX$PLTR
$115M
50 positions
#2Ridgepath Capital Management LLCActive
Substantial overlap · 3 shared positions
$AGQ$LRCX$SHW
$201M
51 positions
#3Global View Capital Management LLCActive
Substantial overlap · 3 shared positions
$AGQ$EOG$PLTR
$377M
140 positions
#4IAM Advisory, LLCActive
Notable overlap · 4 shared positions
$AGQ$PLTR$PANW$SHW
$446M
95 positions
#5RHL GROUP, LLCActive
Notable overlap · 4 shared positions
$AGQ$PLTR$BA$SHW
$117M
240 positions
#6Valtrion Capital Management, LLCActive
Notable overlap · 4 shared positions
$AGQ$PLTR$PANW$SHW
$106M
93 positions
#7Three Seasons Wealth, LLCPassive
Notable overlap · 3 shared positions
$AGQ$LRCX$INTC
$262M
187 positions
#8Runnymede Capital Advisors, Inc.Passive
Notable overlap · 4 shared positions
$AGQ$LRCX$PANW$SHW
$116M
75 positions
#9Deane Retirement Strategies, Inc.Passive
Notable overlap · 3 shared positions
$AGQ$EOG$INTC
$249M
57 positions
#10TOTH FINANCIAL ADVISORY CORPPassive
Notable overlap · 3 shared positions
$AGQ$SYK$SHW
$911M
918 positions
#11Stack Financial Management, IncActive
Notable overlap · 3 shared positions
$AGQ$SYK$EOG
$1.4B
52 positions
#12Clearstead Trust, LLCPassive
Notable overlap · 4 shared positions
$AGQ$DE$PANW$SYK
$613M
981 positions
#13Avant Capital LLCPassive
Notable overlap · 3 shared positions
$AGQ$PLTR$DE
$142M
76 positions
#14Paragon Advisors, LLCActive
Notable overlap · 4 shared positions
$AGQ$LRCX$PLTR$SHW
$371M
76 positions
#15Kaydan Wealth Management, Inc.Active
Some overlap · 4 shared positions
$AGQ$DE$DIA$SYK
$299M
109 positions
#16Westwood Wealth ManagementActive
Some overlap · 4 shared positions
$AGQ$PLTR$PANW$SHW
$255M
42 positions
#17REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$AGQ$DE$BA$SHW
$697M
218 positions
#18MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$AGQ$PLTR$BA$INTC
$121M
61 positions
#19Prosperity Financial Group, Inc.Passive
Some overlap · 3 shared positions
$AGQ$LRCX$PLTR
$271M
186 positions
#20Connective Capital Management, LLCPassive
Some overlap · 3 shared positions
$AGQ$PANW$PLTR
$121M
66 positions
#21TB Alternative Assets Ltd.Active
Some overlap · 3 shared positions
$AGQ$RKLB$INTC
$481M
36 positions
#22MLP3, LLCPassive
Some overlap · 3 shared positions
$AGQ$DIA$PANW
$91M
86 positions
#23Glen Eagle Advisors, LLCPassive
Some overlap · 3 shared positions
$AGQ$LRCX$SHW
$714M
1,021 positions
#24Prasad Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$AGQ$PLTR$LRCX
$367M
146 positions
#25Prosperity Wealth Management, Inc.
Some overlap · 3 shared positions
$AGQ$PLTR$SHW
$300M
251 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.