Hedge Funds Similar to FEDERATED HERMES

13F Portfolio OverlapQ2 2026FEDERATED HERMES portfolio →

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Most similar hedge funds by 13F overlap

FEDERATED HERMES, INC. is an institutional investor managing $69.6B across 2,038 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 FEDERATED HERMES are ZIONS BANCORPORATION, NATIONAL ASSOCIATION, ATLANTIC FAMILY WEALTH, Raleigh, with shared positions in $USB, $VZ, $PAYX, $PNC, $PLD, $PM. The full ranking of 25 similar funds is below.

#1ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/Active

Notable overlap · 14 shared positions

$USB $VZ $PAYX $PNC $PLD $PM

$1.7B

1,629 positions

#2ATLANTIC FAMILY WEALTH, LLCSmart money

Notable overlap · 14 shared positions

$USB $VZ $PAYX $PNC $PLD $PM

$156M

64 positions

#3Raleigh Capital Management Inc.Passive

Notable overlap · 14 shared positions

$USB $VZ $PAYX $PNC $PLD $PM

$313M

610 positions

#4Lloyd Advisory Services, LLC.Passive

Notable overlap · 13 shared positions

$USB $VZ $PAYX $PNC $PLD $PM

$258M

628 positions

#5First Bank & TrustPassive

Some overlap · 10 shared positions

$USB $VZ $PAYX $PNC $PLD $PM

$680M

270 positions

#6Code Waechter LLCPassive

Some overlap · 9 shared positions

$USB $VZ $PNC $PLD $PM $PFE

$193M

127 positions

#7Beacon Harbor Wealth Advisors, Inc.Passive

Some overlap · 8 shared positions

$FIX $VZ $PLD $PM $PFE $AMGN

$513M

70 positions

#8CORDA Investment Management, LLC.Active

Some overlap · 7 shared positions

$USB $BNY $VZ $PAYX $PFE $PEP

$1.6B

85 positions

#9Center for Wealth Management AdvisoryActive

Some overlap · 7 shared positions

$USB $BNY $VZ $PNC $DUK $PEP

$159M

62 positions

#10STEPHENSON NATIONAL BANK & TRUSTActive

Some overlap · 7 shared positions

$USB $VZ $PNC $PM $DUK $WEC

$395M

283 positions

#11Alley Investment Management Company, LLCActive

Some overlap · 7 shared positions

$USB $PAYX $PLD $PM $AMGN $DUK

$856M

89 positions

#12Powers Advisory Group, LLCActive

Some overlap · 7 shared positions

$USB $PAYX $PM $VZ $DUK $AMGN

$319M

130 positions

#13Estabrook Capital ManagementPassive

Some overlap · 7 shared positions

$BNY $VZ $PNC $PFE $AMGN $DUK

$739M

344 positions

#14Slagle Financial, LLCPassive

Some overlap · 7 shared positions

$USB $PLD $PM $AMGN $DUK $PEP

$334M

127 positions

#15Raab & Moskowitz Asset Management LLCPassive

Some overlap · 7 shared positions

$PWR $PNC $VZ $PM $PFE $PEP

$497M

198 positions

#16Argyle Capital Management, LLCPassive

Some overlap · 7 shared positions

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

$347M

138 positions

#17Granite Group Advisors, LLCActive

Some overlap · 7 shared positions

$USB $BNY $PNC $AMGN $PEP $MDT

$169M

84 positions

#18MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 7 shared positions

$VZ $PLD $PM $DUK $WEC $PEP

$233M

122 positions

#19Verity & Verity, LLCActive

Some overlap · 7 shared positions

$VZ $PLD $PFE $AMGN $WEC $PEP

$1.5B

138 positions

#20NEW ENGLAND ASSET MANAGEMENT INCPassive

Some overlap · 6 shared positions

$USB $VZ $PNC $AMGN $DUK $FE

$863M

131 positions

#21Paradigm Capital Management, LLC/NVActive

Some overlap · 6 shared positions

$USB $VZ $PM $PFE $AMGN $DUK

$116M

65 positions

#22Wolff Financial Management LLCActive

Some overlap · 6 shared positions

$USB $VZ $PM $PFE $DUK $PEP

$501M

106 positions

#23Visionary Wealth AdvisorsPassive

Some overlap · 6 shared positions

$PWR $BNY $VZ $AMGN $DUK $PEP

$2.5B

666 positions

#24MATRIX ASSET ADVISORS INC/NYActive

Some overlap · 6 shared positions

$USB $BNY $PNC $AMGN $PEP $MDT

$1.2B

106 positions

#25Loudon Investment Management, LLCPassive

Some overlap · 6 shared positions

$USB $PAYX $PLD $AMGN $AMP $AMT

$204M

95 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.