How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to FEDERATED HERMES,

13F Portfolio OverlapQ1 2026FEDERATED HERMES, portfolio →

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Most similar hedge funds by 13F overlap

FEDERATED HERMES, INC. is an institutional investor managing $61.5B across 2,049 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 FEDERATED HERMES, are Raleigh, Alley Investment Company,, IBEX WEALTH ADVISORS, with shared positions in $VZ, $PFE, $PNC, $USB, $PM, $PAYX. The full ranking of 25 similar funds is below.

#1Raleigh Capital Management Inc.Passive

Notable overlap · 14 shared positions

$VZ $PFE $PNC $USB $PM $PAYX

$290M

775 positions

#2Alley Investment Management Company, LLCActive

Some overlap · 10 shared positions

$VZ $PM $PAYX $PLD $DUK $AMP

$821M

85 positions

#3IBEX WEALTH ADVISORSPassive

Some overlap · 9 shared positions

$VZ $PFE $GEV $TFC $CME $VRT

$1.1B

203 positions

#4Estabrook Capital ManagementPassive

Some overlap · 8 shared positions

$GEV $VZ $PFE $PNC $__PARK_1390777 $DUK

$685M

380 positions

#5Code Waechter LLCPassive

Some overlap · 8 shared positions

$PFE $PNC $USB $PM $PLD $DUK

$168M

118 positions

#6First Bank & TrustPassive

Some overlap · 9 shared positions

$PFE $PM $DUK $USB $PNC $VZ

$621M

257 positions

#7Beacon Harbor Wealth Advisors, Inc.Passive

Some overlap · 7 shared positions

$VZ $PFE $PM $PLD $VRT $AMGN

$477M

70 positions

#8ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/Active

Some overlap · 12 shared positions

$VZ $PFE $FE $USB $PNC $CME

$1.6B

1,529 positions

#9Davidson Capital Management Inc.Active

Some overlap · 7 shared positions

$GEV $USB $DUK $CME $VRT $PWR

$552M

93 positions

#10Center for Wealth Management AdvisoryActive

Some overlap · 6 shared positions

$VZ $PFE $USB $__PARK_1390777 $DUK $CME

$139M

62 positions

#11Argyle Capital Management, LLCPassive

Some overlap · 6 shared positions

$VZ $PFE $PNC $PAYX $DUK $AMGN

$308M

137 positions

#12Yoffe Investment Management, LLCPassive

Some overlap · 6 shared positions

$GEV $VZ $PM $__PARK_1390777 $GE $AMGN

$78M

111 positions

#13Bogart Wealth, LLCPassive

Some overlap · 7 shared positions

$VZ $DUK $PFE $PM $CME $PNC

$2.6B

1,825 positions

#14Hilton Head Capital Partners, LLCPassive

Some overlap · 7 shared positions

$PM $VZ $TFC $VRT $GE $PWR

$177M

989 positions

#15SKBA CAPITAL MANAGEMENT LLCActive

Some overlap · 6 shared positions

$VZ $PFE $USB $TFC $CME $AMGN

$728M

79 positions

#16Kentucky Trust CoPassive

Some overlap · 6 shared positions

$PFE $PNC $USB $DUK $TFC $AMGN

$191M

311 positions

#17MASTER'S WEALTH MANAGEMENT INC.Active

Some overlap · 7 shared positions

$PNC $PLD $VZ $PAYX $CME $WEC

$295M

82 positions

#18NWK Group, Inc.Active

Some overlap · 6 shared positions

$GEV $VIK $__PARK_1390777 $HWM $GE $FIX

$261M

66 positions

#19BNC WEALTH MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$GEV $PNC $__PARK_1390777 $GE $PWR $AMGN

$360M

106 positions

#20Vivid Wealth Management, LLCPassive

Some overlap · 6 shared positions

$GEV $PNC $__PARK_1390777 $GE $PWR $AMGN

$247M

66 positions

#21DEAN INVESTMENT ASSOCIATES, LLCPassive

Some overlap · 6 shared positions

$VZ $PNC $__PARK_1390777 $DUK $AMGN $WEC

$710M

190 positions

#22GODSEY & GIBB, INCPassive

Some overlap · 6 shared positions

$PNC $PAYX $DUK $TFC $CME $AMGN

$1.1B

389 positions

#23Stelac Advisory Services LLCPassive

Some overlap · 6 shared positions

$USB $PLD $PFE $AMP $LULU $VRT

$494M

163 positions

#24Keystone Financial Planning, Inc.Smart money

Some overlap · 6 shared positions

$VZ $PFE $USB $PM $CME $AMGN

$374M

40 positions

#25ATLANTIC FAMILY WEALTH, LLCSmart money

Some overlap · 10 shared positions

$PFE $USB $VZ $PNC $PAYX $CME

$138M

59 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.