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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
82
21
34
5
12
3
72
35
25
COLONY GROUP LLC

Time Period2018-03-31

Total Holdings495

Total Value ($x1000)1,836,545
Activities
New67

Increased182

Unchanged24

Decreased222

Sold Out53

Top 10 Stock Holdingstotal 21.29%
HAWX4.15

VEA2.7

MSFT2.47

BRK.B2.24

VXF2

 
IWB1.92

JPM1.52

UNH1.46

PEP1.42

GOOGL1.41

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
HAWX
4.15%
MSCI ACWI EXUS
VEA
2.7%
FTSE DEV MKT ETF
MSFT
2.47%
COM
BRK.B
2.24%
CL B NEW
VXF
2%
EXTEND MKT ETF
IWB
1.92%
RUS 1000 ETF
JPM
1.52%
COM
UNH
1.46%
COM
PEP
1.42%
COM
GOOGL
1.41%
CAP STK CL A
BA
1.41%
COM
AGG
1.36%
CORE TOTUSBD ETF
LRGF
1.35%
FCTSLC MSCI US
MA
1.29%
CL A
CSCO
1.18%
COM
USMV
1.17%
USA MIN VOL ETF
ROST
1.14%
COM
INTU
1.13%
COM
IVV
1.12%
CORE S&P500 ETF
AAPL
1.08%
COM
DWDP
1.01%
COM
AMGN
0.97%
COM
LOW
0.97%
COM
PNC
0.95%
COM
SU
0.93%
COM
NOC
0.89%
COM
IWF
0.86%
RUS 1000 GRW ETF
IXUS
0.86%
CORE MSCITOTAL
ITB
0.82%
US HOME CONS ETF
RHT
0.81%
COM
AXP
0.8%
COM
ORCL
0.79%
COM
IWR
0.76%
RUS MID-CAP ETF
FISV
0.75%
COM
ACN
0.74%
SHS CLASS A
WYN
0.71%
COM
C
0.68%
COM NEW
CCI
0.67%
COM
AIG
0.67%
COM NEW
VRSN
0.66%
COM
MDT
0.65%
SHS
CNC
0.63%
COM
TWX
0.63%
COM NEW
BK
0.63%
COM
USFD
0.62%
COM
MKC
0.61%
COM NON VTG
SPY
0.6%
TR UNIT
JEC
0.6%
COM
CAT
0.59%
COM
COF
0.56%
COM
CXO
0.55%
COM
LVS
0.55%
COM
MKC/V
0.54%
COM VTG
EWJ
0.52%
MSCI JPN ETF NEW
DBEF
0.52%
XTRAK MSCI EAFE
XOM
0.51%
COM
PHILLIPS...
0.5%
COMMON
BAX
0.5%
COM
MCO
0.48%
COM
BR
0.48%
COM
VFC
0.47%
COM
MTB
0.46%
COM
SCHX
0.46%
US LRG CAP ETF
IWM
0.46%
RUSSELL 2000 ETF
SJM
0.45%
COM NEW
EFAV
0.45%
EAFE MIN VOL ETF
FB
0.45%
CL A
AGN
0.44%
SHS
VNQ
0.43%
REIT ETF
INTF
0.43%
FCTSL MSCI INT
ABT
0.42%
COM
IVW
0.42%
S&P 500 GRWT ETF
IEFA
0.4%
CORE MSCI EAFE
JNK
0.39%
BRC HGH YLD BD
GLW
0.38%
COM
DHR
0.37%
COM
VONG
0.37%
VNG RUS1000GRW
DIS
0.36%
COM DISNEY
AAXJ
0.36%
MSCI AC ASIA ETF
EFG
0.36%
EAFE GRWTH ETF
SLB
0.35%
COM
VONV
0.34%
VNG RUS1000VAL
MINT
0.34%
ENHAN SHRT MAT
GOOG
0.34%
CAP STK CL C
CERN
0.34%
COM
KLAC
0.34%
COM
JNJ
0.33%
COM
DFS
0.33%
COM
MCD
0.3%
COM
UTHR
0.28%
COM
IJH
0.27%
CORE S&P MCP ETF
EW
0.27%
COM
CMCSA
0.26%
CL A
TOTL
0.26%
SPDR TR TACTIC
VCIT
0.26%
INT-TERM CORP
LLL
0.25%
COM
IVE
0.25%
S&P 500 VAL ETF
LYV
0.25%
COM
IGF
0.25%
GLB INFRASTR ETF
VOE
0.24%
MCAP VL IDXVIP
HD
0.24%
COM
CTLT
0.23%
COM
CROX
0.23%
COM
NFLX
0.22%
COM
FDX
0.22%
COM
ALL
0.22%
COM
JKHY
0.22%
COM
VWO
0.22%
FTSE EMR MKT ETF
VOO
0.22%
SHS
CLB
0.21%
COM
GE
0.21%
COM
DNKN
0.21%
COM
ANSS
0.2%
COM
DVN
0.2%
COM
V
0.2%
COM CL A
BCO
0.2%
COM
AMZN
0.19%
COM
KAR
0.19%
COM
VIG
0.19%
DIV APP ETF
PLCE
0.18%
COM
ALSN
0.18%
COM
NEE
0.18%
COM
VOT
0.18%
MCAP GR IDXVIP
EXPE
0.18%
COM NEW
IJT
0.18%
SP SMCP600GR ETF
WP
0.18%
CL A
HII
0.18%
COM
SPLV
0.17%
S&P500 LOW VOL
LGND
0.17%
COM NEW
TRV
0.16%
COM
AZPN
0.16%
COM
SCZ
0.16%
EAFE SML CP ETF
BDX
0.16%
COM
FTLS
0.16%
LNG/SHT EQUITY
AMT
0.16%
COM
BLKB
0.16%
COM
ITOT
0.16%
CORE S&P TTL STK
ATR
0.16%
COM
CXP
0.16%
COM NEW
AFG
0.16%
COM
ON
0.15%
COM
COST
0.15%
COM
VTV
0.15%
VALUE ETF
ICLR
0.15%
SHS
TCB
0.14%
COM
IHY
0.14%
INTL HIGH YIELD
SBGI
0.14%
CL A
LECO
0.14%
COM
XOVR
0.13%
SPDR BOFA CRSS
VO
0.13%
MID CAP ETF
VRP
0.13%
VAR RATE PFD POR
CMBS
0.13%
CMBS ETF
TDG
0.13%
COM
RSG
0.13%
COM
BAH
0.13%
CL A
APH
0.13%
CL A
BSV
0.13%
SHORT TRM BOND
MTN
0.13%
COM
SHW
0.13%
COM
VBK
0.13%
SML CP GRW ETF
AVAGO TE...
0.13%
COMMON
FBND
0.13%
TOTAL BD ETF
UNP
0.13%
COM
CIT
0.13%
COM NEW
FR
0.12%
COM
RDN
0.12%
COM
NDSN
0.12%
COM
ACGL
0.12%
ORD
FRC
0.12%
COM
DGRO
0.12%
CORE DIV GRWTH
MSI
0.12%
COM NEW
WAFD
0.12%
COM
PFE
0.12%
COM
FLOT
0.12%
FLTG RATE BD ETF
GS
0.12%
COM
NTB
0.12%
SHS NEW
IDCC
0.12%
COM
AGCO
0.12%
COM
LMT
0.12%
COM
BLK
0.12%
COM
ZTS
0.11%
CL A
HRS
0.11%
COM
SCHC
0.11%
INTL SCEQT ETF
VBR
0.11%
SM CP VAL ETF
CL
0.11%
COM
XEC
0.11%
COM
ITM
0.11%
AMT FREE INT ETF
TMK
0.11%
COM
SHO
0.11%
COM
VB
0.11%
SMALL CP ETF
EXR
0.11%
COM
STL
0.11%
COM
SBUX
0.11%
COM
DGX
0.11%
COM
ATVI
0.11%
COM
MKTX
0.1%
COM
EFA
0.1%
MSCI EAFE ETF
VR
0.1%
COM SHS
OI
0.1%
COM NEW
RBC
0.1%
COM
EEMV
0.1%
EM MK MINVOL ETF
JCOM
0.1%
COM
PAYX
0.1%
COM
UGI
0.1%
COM
OZRK
0.1%
COM
AMP
0.1%
COM
ACM
0.1%
COM
EBS
0.09%
COM
CVX
0.09%
COM
AGII
0.09%
COM
APD
0.09%
COM
CHD
0.09%
COM
EA
0.09%
COM
RPAI
0.09%
CL A
SDY
0.09%
S&P DIVID ETF
IBM
0.09%
COM
WCN
0.09%
COM
TDTT
0.08%
IBOXX 3R TARGT
PG
0.08%
COM
EGBN
0.08%
COM
GNRC
0.08%
COM
GNR
0.08%
GLB NAT RESRCE
IYR
0.08%
U.S. REAL ES ETF
HRL
0.08%
COM
PSX
0.08%
COM
ADBE
0.08%
COM
MRK
0.08%
COM
SCHV
0.08%
US LCAP VA ETF
MSCI
0.08%
COM
INTC
0.08%
COM
T
0.08%
COM
IEMG
0.08%
CORE MSCI EMKT
HCN
0.08%
COM
ETR
0.08%
COM
KO
0.08%
COM
POR
0.08%
COM NEW
MUB
0.07%
NAT AMT FREE BD
NLSN
0.07%
SHS EUR
COG
0.07%
COM
OKE
0.07%
COM
NBL
0.07%
COM
EFV
0.07%
EAFE VALUE ETF
EQR
0.07%
SH BEN INT
MMM
0.07%
COM
HEFA
0.07%
HDG MSCI EAFE
QAI
0.06%
HEDGE MLTI ETF
CASY
0.06%
COM
HNW
0.06%
COM
IVZ
0.06%
SHS
IJJ
0.06%
S&P MC 400VL ETF
BAC
0.06%
COM
TMUS
0.06%
COM
HON
0.06%
COM
ALB
0.06%
COM
QQQ
0.06%
UNIT SER 1
WFC
0.06%
COM
BP
0.06%
SPONSORED ADR
IJS
0.06%
SP SMCP600VL ETF
XLK
0.05%
TECHNOLOGY
MDY
0.05%
UTSER1 S&PDCRP
BABA
0.05%
SPONSORED ADS
CVS
0.05%
COM
ABBV
0.05%
COM
SCHG
0.05%
US LCAP GR ETF
TLH
0.05%
10-20 YR TRS ETF
HCP
0.05%
COM
VXUS
0.05%
VG TL INTL STK F
MO
0.05%
COM
HTA
0.04%
CL A NEW
VTI
0.04%
TOTAL STK MKT
SYK
0.04%
COM
TJX
0.04%
COM
LRCX
0.04%
COM
GRPN
0.04%
COM CL A
WRE
0.04%
SH BEN INT
TSS
0.04%
COM
IEI
0.04%
3-7 YR TR BD ETF
IWD
0.04%
RUS 1000 VAL ETF
WY
0.04%
COM
DVY
0.04%
SELECT DIVID ETF
DGRW
0.04%
US DIVD GRT FD
TMO
0.04%
COM
EMB
0.04%
JP MOR EM MK ETF
VZ
0.04%
COM
MKL
0.04%
COM
NVDA
0.04%
COM
UTX
0.04%
COM
PPG
0.04%
COM
QCOM
0.04%
COM
HIFS
0.04%
COM
TXN
0.04%
COM
AMAT
0.04%
COM
UPS
0.04%
CL B
TSM
0.04%
SPONSORED ADR
WM
0.04%
COM
PKG
0.03%
COM
ANTM
0.03%
COM
TROW
0.03%
COM
MAR
0.03%
CL A
GD
0.03%
COM
MAS
0.03%
COM
NKE
0.03%
CL B
MDLZ
0.03%
CL A
CTAS
0.03%
COM
ADP
0.03%
COM
CCJ
0.03%
COM
EEM
0.03%
MSCI EMG MKT ETF
STT
0.03%
COM
PYPL
0.03%
COM
CHTR
0.03%
CL A
VTR
0.03%
COM
GVI
0.03%
INTRM GOV/CR ETF
BBT
0.03%
COM
BKNG
0.03%
COM
PURETECH...
0.03%
COMMON
SHM
0.03%
NUVN BR SHT MUNI
IJK
0.03%
S&P MC 400GR ETF
CORP
0.03%
INV GRD CRP BD
IGHG
0.03%
INVT INT RT HG
BNDX
0.03%
INTL BD IDX ETF
D
0.03%
COM
KLD
0.03%
USA ESG SLCT ETF
DE
0.03%
COM
XLV
0.03%
SBI HEALTHCARE
LH
0.03%
COM NEW
IJR
0.03%
CORE S&P SCP ETF
RWO
0.03%
DJ GLB RL ES ETF
SCHB
0.03%
US BRD MKT ETF
WMT
0.03%
COM
LQD
0.03%
IBOXX INV CP ETF
SLYG
0.03%
S&P 600 SMCP GRW
MU
0.03%
COM
NFLT
0.03%
VIRTUS NEWFLEET
FTV
0.03%
COM
ROP
0.03%
COM
OHI
0.03%
COM
PM
0.03%
COM
VUG
0.03%
GROWTH ETF
NXPI
0.03%
COM
SPGI
0.03%
COM
BMY
0.03%
COM
DVYA
0.03%
ASIA/PAC DIV ETF
IYJ
0.03%
U.S. INDS ETF
CIU
0.03%
INTERM CR BD ETF
VFH
0.03%
FINANCIALS ETF
PX
0.02%
COM
IPGP
0.02%
COM
XLU
0.02%
SBI INT-UTILS
CRM
0.02%
COM
TOCA
0.02%
COM
LNG
0.02%
COM NEW
GDX
0.02%
GOLD MINERS ETF
XLF
0.02%
SBI INT-FINL
BIIB
0.02%
COM
MPC
0.02%
COM
WBA
0.02%
COM
IBND
0.02%
BRCLY INTL CRP
PRI
0.02%
COM
SYY
0.02%
COM
IDXX
0.02%
COM
XLP
0.02%
SBI CONS STPLS
MRCY
0.02%
COM
EMR
0.02%
COM
SLYV
0.02%
S&P 600 SMCP VAL
VGSH
0.02%
SHTRM GVT BD ETF
EBAY
0.02%
COM
WRK
0.02%
COM
IBMI
0.02%
IBONDS SEP2020
MUAH
0.02%
19 AMT-FREE MN
LUV
0.02%
COM
MUAG
0.02%
18 AMT-FREE ETF
FXI
0.02%
CHINA LG-CAP ETF
PGR
0.02%
COM
BND
0.02%
TOTAL BND MRKT
VGK
0.02%
FTSE EUROPE ETF
COP
0.02%
COM
MS
0.02%
COM NEW
PICB
0.02%
INTL CORP BOND
AWK
0.02%
COM
DLN
0.02%
LARGECAP DIVID
CELG
0.02%
COM
OXY
0.02%
COM
PEG
0.02%
COM
TLT
0.02%
20+ YR TR BD ETF
AXA ADS-...
0.02%
COMMON
XLI
0.02%
SBI INT-INDS
AET
0.02%
COM
DIM
0.02%
INTL MIDCAP DV
JARDINE ...
0.02%
COMMON
SCI
0.02%
COM
MON
0.02%
COM
ESRX
0.02%
COM
PUTW
0.02%
CBOE S&P 500
ARE
0.02%
COM
ALGN
0.02%
COM
SCHW
0.02%
COM
CI
0.02%
COM
IBMJ
0.02%
IBONDS DEC 21
USB
0.02%
COM NEW
BERKSHIR...
0.02%
COMMON
BGX
0.02%
COM SHS BN INT
PZD
0.02%
CLEANTECH PORT
A
0.02%
COM
GILD
0.02%
COM
DPS
0.02%
COM
MLM
0.02%
COM
ALV
0.02%
COM
ILMN
0.02%
COM
BKLN
0.02%
SENIOR LN PORT
ROK
0.02%
COM
PTC
0.02%
COM
AEM
0.02%
COM
CATC
0.02%
COM
PSP
0.02%
GBL LSTD PVT EQT
NOVOZYME...
0.02%
COMMON
WELLS FA...
0.01%
COMMON
ZION
0.01%
COM
MMC
0.01%
COM
MCHP
0.01%
COM
VEU
0.01%
ALLWRLD EX US
NVS
0.01%
SPONSORED ADR
CTXS
0.01%
COM
IBMK
0.01%
IBONDS DEC 22
AON
0.01%
SHS CL A
HYG
0.01%
IBOXX HI YD ETF
HPQ
0.01%
COM
DSI
0.01%
MSCI KLD400 SOC
ICE
0.01%
COM
MDYV
0.01%
S&P 400 MDCP VAL
HUM
0.01%
COM
CB
0.01%
COM
SHY
0.01%
1-3 YR TR BD ETF
HAL
0.01%
COM
MBB
0.01%
MBS ETF
DTE
0.01%
COM
PUK
0.01%
ADR
SUB
0.01%
SHT NTLAMTFR ETF
CMS
0.01%
COM
GNMA
0.01%
GNMA BOND ETF
AMG
0.01%
COM
PRU
0.01%
COM
PH
0.01%
COM
MCK
0.01%
COM
MTD
0.01%
COM
RYN
0.01%
COM
KEY
0.01%
COM
HYMB
0.01%
NUV HGHYLD MUN
VMW
0.01%
CL A COM
ZBRA
0.01%
CL A
MGM
0.01%
COM
BWZ
0.01%
SHRT INTL ETF
WLK
0.01%
COM
BAM
0.01%
CL A LTD VT SH
KHC
0.01%
COM
YUM
0.01%
COM
CWB
0.01%
BRC CNV SECS ETF
UBSH
0.01%
COM
CNI
0.01%
COM
IBB
0.01%
NASDQ BIOTEC ETF
SNPS
0.01%
COM
GRMN
0.01%
SHS
CHKP
0.01%
ORD
CEMB
0.01%
EM CRP BD ETF
SCHH
0.01%
US REIT ETF
MMS
0.01%
COM
LLY
0.01%
COM
CBG
0.01%
CL A
XBI
0.01%
S&P BIOTECH
SPHD
0.01%
PWRSH S&P500HI
RINF
0.01%
30YR TIPS/TSY
GSK
0.01%
SPONSORED ADR
PCY
0.01%
SOVEREIGN DEBT
SCHA
0.01%
US SML CAP ETF
CTSH
0.01%
CL A
PNW
0.01%
COM
STI
0.01%
COM
IT
0.01%
COM
RTN
0.01%
COM NEW
ICLN
0.01%
GL CLEAN ENE ETF
DEUTSCHE...
0.01%
COMMON
NMRK
0.01%
CL A
FAN
0.01%
COM SHS
SIRI
< 0.01%
COM
QTNT
< 0.01%
SHS
TURN
< 0.01%
COM
MARIMED ...
< 0.01%
COMMON
ITRONICS...
< 0.01%
COMMON
MVIS
< 0.01%
COM NEW
POKPHAND...
< 0.01%
COMMON
APRI
< 0.01%
COM NEW
RUBICON ...
< 0.01%
COMMON
ADVANCED...
< 0.01%
COMMON
NVCN
< 0.01%
COM
ORGANIC ...
< 0.01%
COMMON
DEBT RES...
< 0.01%
COMMON
OIH
0.42%
OIL SVCS ETF
XLY
0.35%
SBI CONS DISCR
BBH
0.31%
BIOTECH ETF
SYMC
0.26%
COM
FYX
0.22%
COM SHS
EIX
0.2%
COM
AVGO
0.19%
SHS
IFF
0.14%
COM
ISBC
0.14%
COM
CBS
0.12%
CL B
HSIC
0.1%
COM
TPX
0.09%
COM
PFF
0.09%
U.S. PFD STK ETF
SNA
0.09%
COM
CROCS IN...
0.06%
COMMON
EZU
0.05%
EMU ETF
ADI
0.05%
COM
WEC
0.05%
COM
EV
0.04%
COM NON VTG
AFL
0.04%
COM
ES
0.04%
COM
XOP
0.04%
S&P OILGAS EXP
ITW
0.04%
COM
CLX
0.04%
COM
PII
0.03%
COM
FDS
0.03%
COM
SLY
0.03%
S&P 600 SML CAP
PCLN
0.03%
COM NEW
GIS
0.03%
COM
K
0.03%
COM
GWW
0.02%
COM
URA
0.02%
GLOBAL X URANIUM
SWKS
0.02%
COM
BERKSHIR...
0.02%
COMMON
UUP
0.02%
DOLL INDX BULL
SAP
0.02%
SPON ADR
DVMT
0.01%
COM CL V
LW
0.01%
COM
BAYER A ...
0.01%
COMMON
AMLP
0.01%
ALERIAN MLP
XLE
0.01%
SBI INT-ENERGY
BEN
0.01%
COM
WESTERN ...
0.01%
COMMON
MMP
0.01%
COM UNIT RP LP
SCPB
0.01%
BARC SHT TR CP
VGT
0.01%
INF TECH ETF
EPD
0.01%
COM
BSCO
0.01%
2024 CORP BOND
XLNX
0.01%
COM
HSBC USA...
0.01%
COMMON
HSBC USA...
0.01%
COMMON
IHIT
0.01%
COM
OVERSEAS...
< 0.01%
COMMON