13F Pro

Hedge Funds Similar to Dale Q Rice Investment Ltd

13F Portfolio OverlapQ2 2026Dale Q Rice Investment Ltd portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Dale Q Rice Investment Management Ltd is an institutional investor managing $184M across 68 U.S. equity positions as of Q2 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 SLT, UDINE WEALTH, Themes, with shared positions in $RKLB, $PLTR, $AGQ, $CRWD, $BA, $ASTS. The full ranking of 25 similar funds is below.

#1SLT Holdings LLCPassive
Slight overlap · 4 shared positions
$RKLB$PLTR$AGQ$CRWD
$160M
150 positions
#2UDINE WEALTH MANAGEMENT, INC.Active
Slight overlap · 3 shared positions
$RKLB$PLTR$BA
$243M
40 positions
#3Themes Management Co LLCPassive
Slight overlap · 3 shared positions
$RKLB$PLTR$BA
$151M
120 positions
#4United Capital Management of KS, Inc.Passive
Slight overlap · 3 shared positions
$RKLB$PLTR$ASTS
$763M
98 positions
#5UNICOM Systems, Inc.Active
Slight overlap · 3 shared positions
$RKLB$PLTR$ASTS
$1.5B
39 positions
#6McGuire Investment Group, LLCActive
Slight overlap · 3 shared positions
$RKLB$PLTR$SYK
$1.1B
137 positions
#7ARK Investment Management LLCActive
Slight overlap · 3 shared positions
$RKLB$DE$PLTR
$15.4B
191 positions
#8Sterling Investment Advisors, Ltd.Passive
Slight overlap · 4 shared positions
$DE$PLTR$BX$CRWD
$599M
225 positions
#9Archon Partners LLCActive
Slight overlap · 4 shared positions
$DE$PLTR$BX$HLT
$937M
37 positions
#10Genesis Financial Group, LLCPassive
Slight overlap · 3 shared positions
$AGQ$PLTR$DE
$154M
100 positions
#11Darden Wealth Group IncPassive
Slight overlap · 3 shared positions
$RKLB$CRWD$BA
$252M
155 positions
#12Once Capital Management, LLCSmart money
Slight overlap · 3 shared positions
$RKLB$CRWD$ASTS
$1.2B
24 positions
#13PERRYMAN FINANCIAL ADVISORY INC /ADPassive
Slight overlap · 4 shared positions
$DE$BX$PLTR$CRWD
$751M
191 positions
#14Harbour Trust & Investment Management CoActive
Slight overlap · 4 shared positions
$DE$PLTR$BX$SYK
$1.0B
160 positions
#15Cane Capital Partners, LLCPassive
Slight overlap · 4 shared positions
$DE$PLTR$CRWD$BA
$253M
133 positions
#16Emergent Wealth Advisors, LLCPassive
Slight overlap · 3 shared positions
$RKLB$CRWD$BA
$192M
122 positions
#17IQ EQ FUND MANAGEMENT (IRELAND) LtdPassive
Slight overlap · 4 shared positions
$DE$PLTR$CRWD$SYK
$1.6B
289 positions
#18Mission Financial Group, LLCPassive
Slight overlap · 3 shared positions
$RKLB$PLTR$BA
$121M
158 positions
#19Henson-Edgewater Management, LLCActive
Slight overlap · 4 shared positions
$PLTR$BX$CRWD$BA
$192M
66 positions
#20LAKE STREET PRIVATE WEALTH, LLCPassive
Slight overlap · 4 shared positions
$PLTR$BX$CRWD$BA
$874M
275 positions
#21Nikulski Financial, Inc.Passive
Slight overlap · 4 shared positions
$DE$PLTR$CRWD$SYK
$464M
180 positions
#22Spear Advisors LLCActive
Slight overlap · 3 shared positions
$RKLB$ASTS$CRWD
$291M
28 positions
#23Cherry Creek Investment Advisors, Inc.Passive
Slight overlap · 3 shared positions
$RKLB$PLTR$CRWD
$254M
128 positions
#24Fort Sheridan Advisors LLCPassive
Slight overlap · 4 shared positions
$DE$BX$CRWD$BA
$928M
299 positions
#25Accel Wealth ManagementPassive
Slight overlap · 3 shared positions
$DE$PLTR$BX
$444M
305 positions

Compare Dale Q Rice Investment Ltd’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Dale Q Rice Investment Ltd’s holdings

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.