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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
83
21
32
5
14
2
70
33
22
COLONY GROUP LLC

Time Period2017-12-31

Total Holdings481

Total Value ($x1000)1,596,444
Activities
New63

Increased169

Unchanged42

Decreased207

Sold Out37

Top 10 Stock Holdingstotal 21.43%
HAWX4.53

BRK.B2.54

IWB2.33

MSFT2.15

VXF2.1

 
UNH1.77

JPM1.61

LRGF1.59

USMV1.45

GOOGL1.36

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
HAWX
4.53%
MSCI ACWI EXUS
BRK.B
2.54%
CL B NEW
IWB
2.33%
RUS 1000 ETF
MSFT
2.15%
COM
VXF
2.1%
EXTEND MKT ETF
UNH
1.77%
COM
JPM
1.61%
COM
LRGF
1.59%
FCTSLC MSCI US
USMV
1.45%
USA MIN VOL ETF
GOOGL
1.36%
CAP STK CL A
ROST
1.36%
COM
DBEF
1.31%
XTRAK MSCI EAFE
MA
1.29%
CL A
PEP
1.27%
COM
IVV
1.26%
CORE S&P500 ETF
DWDP
1.26%
COM
CSCO
1.25%
COM
LOW
1.24%
COM
AMGN
1.1%
COM
ITB
1.1%
US HOME CONS ETF
SU
1.06%
COM
PNC
1.04%
COM
IWF
1%
RUS 1000 GRW ETF
BA
0.94%
COM
IWR
0.93%
RUS MID-CAP ETF
NOC
0.9%
COM
ACN
0.9%
SHS CLASS A
ORCL
0.88%
COM
INTU
0.87%
COM
C
0.84%
COM NEW
FBND
0.84%
TOTAL BD ETF
AIG
0.84%
COM NEW
WYN
0.84%
COM
FISV
0.81%
COM
RHT
0.8%
COM
VRSN
0.79%
COM
MDT
0.78%
SHS
CCI
0.78%
COM
JEC
0.78%
COM
CVS
0.78%
COM
BK
0.73%
COM
CAT
0.72%
COM
SPY
0.71%
TR UNIT
USFD
0.7%
COM
COF
0.67%
COM
CXO
0.64%
COM
TWX
0.62%
COM NEW
EWJ
0.59%
MSCI JPN ETF NEW
VNQ
0.56%
REIT ETF
SCHX
0.54%
US LRG CAP ETF
IWM
0.53%
RUSSELL 2000 ETF
MCO
0.53%
COM
EFAV
0.51%
EAFE MIN VOL ETF
MINT
0.51%
ENHAN SHRT MAT
AAPL
0.51%
COM
BR
0.51%
COM
INTF
0.5%
FCTSL MSCI INT
IEFA
0.49%
CORE MSCI EAFE
IVW
0.49%
S&P 500 GRWT ETF
EFG
0.47%
EAFE GRWTH ETF
JNK
0.45%
BRC HGH YLD BD
BAX
0.45%
COM
AAXJ
0.45%
MSCI AC ASIA ETF
OIH
0.42%
OIL SVCS ETF
VONG
0.41%
VNG RUS1000GRW
VONV
0.41%
VNG RUS1000VAL
SCZ
0.4%
EAFE SML CP ETF
CMCSA
0.37%
CL A
MCD
0.37%
COM
KLAC
0.36%
COM
BCO
0.35%
COM
XLY
0.35%
SBI CONS DISCR
JKHY
0.33%
COM
LLL
0.32%
COM
IVE
0.32%
S&P 500 VAL ETF
IJH
0.32%
CORE S&P MCP ETF
VCIT
0.32%
INT-TERM CORP
TOTL
0.31%
SPDR TR TACTIC
BBH
0.31%
BIOTECH ETF
IGF
0.3%
GLB INFRASTR ETF
VOE
0.3%
MCAP VL IDXVIP
AXP
0.3%
COM
HD
0.29%
COM
ALL
0.29%
COM
JNJ
0.29%
COM
IJJ
0.28%
S&P MC 400VL ETF
GLW
0.28%
COM
CTLT
0.27%
COM
XOM
0.27%
COM
SYMC
0.26%
COM
EXPE
0.26%
COM NEW
VOO
0.24%
SHS
CLB
0.24%
COM
PLCE
0.24%
COM
ANSS
0.22%
COM
V
0.22%
COM CL A
VWO
0.22%
FTSE EMR MKT ETF
VTV
0.22%
VALUE ETF
FYX
0.22%
COM SHS
IJT
0.21%
SP SMCP600GR ETF
VOT
0.21%
MCAP GR IDXVIP
DIS
0.21%
COM DISNEY
VBK
0.21%
SML CP GRW ETF
CNC
0.21%
COM
FB
0.21%
CL A
CXP
0.2%
COM NEW
HII
0.2%
COM
LYV
0.2%
COM
HRS
0.2%
COM
SBGI
0.2%
CL A
EIX
0.2%
COM
SPLV
0.2%
S&P500 LOW VOL
FTLS
0.19%
LNG/SHT EQUITY
SLB
0.19%
COM
BDX
0.19%
COM
AFG
0.19%
COM
AVGO
0.19%
SHS
NEE
0.18%
COM
ITOT
0.18%
CORE S&P TTL STK
VANTIV I...
0.18%
COMMON
IHY
0.18%
INTL HIGH YIELD
ATR
0.18%
COM
AMT
0.18%
COM
BLKB
0.17%
COM
VRP
0.17%
VAR RATE PFD POR
CMBS
0.17%
CMBS ETF
XOVR
0.17%
SPDR BOFA CRSS
XEC
0.17%
COM
LECO
0.17%
COM
BLK
0.17%
COM
TRV
0.16%
COM
ICLR
0.16%
SHS
BSV
0.16%
SHORT TRM BOND
AZPN
0.16%
COM
LGND
0.16%
COM NEW
SHW
0.16%
COM
MDY
0.16%
UTSER1 S&PDCRP
NFLX
0.16%
COM
ON
0.16%
COM
COST
0.16%
COM
CROX
0.16%
COM
FR
0.16%
COM
VO
0.16%
MID CAP ETF
APH
0.15%
CL A
SCHC
0.15%
INTL SCEQT ETF
ACGL
0.15%
ORD
NDSN
0.15%
COM
RDN
0.15%
COM
ITM
0.15%
AMT FREE INT ETF
DFS
0.15%
COM
BAH
0.15%
CL A
AGCO
0.15%
COM
GS
0.14%
COM
MTN
0.14%
COM
IFF
0.14%
COM
MCK
0.14%
COM
TMK
0.14%
COM
ISBC
0.14%
COM
VBR
0.14%
SM CP VAL ETF
AMZN
0.14%
COM
SHO
0.14%
COM
WAFD
0.14%
COM
RSG
0.14%
COM
CNI
0.14%
COM
TDG
0.14%
COM
STL
0.14%
COM
DVYA
0.13%
ASIA/PAC DIV ETF
AMP
0.13%
COM
VB
0.13%
SMALL CP ETF
FLOT
0.13%
FLTG RATE BD ETF
EXR
0.13%
COM
MUB
0.13%
NAT AMT FREE BD
FRC
0.13%
COM
CL
0.13%
COM
CBS
0.12%
CL B
UGI
0.12%
COM
LMT
0.12%
COM
SBUX
0.12%
COM
MSI
0.12%
COM NEW
DGX
0.12%
COM
OI
0.12%
COM NEW
ACM
0.11%
COM
ZTS
0.11%
CL A
OZRK
0.11%
COM
EEMV
0.11%
EM MK MINVOL ETF
JCOM
0.11%
COM
IYR
0.11%
U.S. REAL ES ETF
DPS
0.11%
COM
GNR
0.11%
GLB NAT RESRCE
GOOG
0.11%
CAP STK CL C
MKTX
0.11%
COM
EFA
0.11%
MSCI EAFE ETF
CHD
0.11%
COM
RBC
0.11%
COM
IBM
0.11%
COM
GNRC
0.11%
COM
PG
0.11%
COM
TDTT
0.1%
IBOXX 3R TARGT
SCHV
0.1%
US LCAP VA ETF
HRL
0.1%
COM
SDY
0.1%
S&P DIVID ETF
AGII
0.1%
COM
IJS
0.1%
SP SMCP600VL ETF
MMM
0.1%
COM
WCN
0.1%
COM
ATVI
0.1%
COM
ALB
0.1%
COM
HSIC
0.1%
COM
TPX
0.09%
COM
AGN
0.09%
SHS
AGG
0.09%
CORE TOTUSBD ETF
EBS
0.09%
COM
PFF
0.09%
U.S. PFD STK ETF
ETR
0.09%
COM
IDCC
0.09%
COM
EFV
0.09%
EAFE VALUE ETF
SNA
0.09%
COM
EA
0.09%
COM
MKC
0.09%
COM NON VTG
TMUS
0.09%
COM
QAI
0.08%
HEDGE MLTI ETF
VIG
0.08%
DIV APP ETF
HNW
0.08%
COM
HEFA
0.08%
HDG MSCI EAFE
CVX
0.08%
COM
INTC
0.08%
COM
POR
0.08%
COM NEW
MDYV
0.08%
S&P 400 MDCP VAL
EQR
0.08%
SH BEN INT
CASY
0.08%
COM
NLSN
0.08%
SHS EUR
T
0.08%
COM
RPAI
0.07%
CL A
UTX
0.07%
COM
DGRO
0.07%
CORE DIV GRWTH
BAC
0.07%
COM
KO
0.07%
COM
MRK
0.07%
COM
IXUS
0.07%
CORE MSCITOTAL
WMT
0.06%
COM
XLK
0.06%
TECHNOLOGY
CROCS IN...
0.06%
COMMON
GD
0.06%
COM
PX
0.06%
COM
ADP
0.06%
COM
WFC
0.06%
COM
NKE
0.06%
CL B
PFE
0.06%
COM
SCHG
0.06%
US LCAP GR ETF
TLH
0.06%
10-20 YR TRS ETF
QQQ
0.05%
UNIT SER 1
GE
0.05%
COM
EZU
0.05%
EMU ETF
EMB
0.05%
JP MOR EM MK ETF
EMR
0.05%
COM
VEA
0.05%
FTSE DEV MKT ETF
CB
0.05%
COM
DVY
0.05%
SELECT DIVID ETF
TJX
0.05%
COM
HON
0.05%
COM
SYY
0.05%
COM
MO
0.05%
COM
ADI
0.05%
COM
DGRW
0.05%
US DIVD GRT FD
WEC
0.05%
COM
PAYX
0.05%
COM
TSS
0.04%
COM
SYK
0.04%
COM
BABA
0.04%
SPONSORED ADS
UNP
0.04%
COM
PSX
0.04%
COM
APD
0.04%
COM
PKG
0.04%
COM
TMO
0.04%
COM
SCHB
0.04%
US BRD MKT ETF
UPS
0.04%
CL B
QCOM
0.04%
COM
HIFS
0.04%
COM
LRCX
0.04%
COM
MAS
0.04%
COM
EV
0.04%
COM NON VTG
AFL
0.04%
COM
EEM
0.04%
MSCI EMG MKT ETF
NVS
0.04%
SPONSORED ADR
ES
0.04%
COM
XOP
0.04%
S&P OILGAS EXP
STT
0.04%
COM
ANTM
0.04%
COM
PPG
0.04%
COM
ITW
0.04%
COM
PURETECH...
0.04%
COMMON
VTI
0.04%
TOTAL STK MKT
ABT
0.04%
COM
BNDX
0.04%
INTL BD IDX ETF
AMAT
0.04%
COM
CORP
0.04%
INV GRD CRP BD
IGHG
0.04%
INVT INT RT HG
TXN
0.04%
COM
RWO
0.04%
DJ GLB RL ES ETF
CTAS
0.04%
COM
VFC
0.04%
COM
NXPI
0.04%
COM
CLX
0.04%
COM
KLD
0.04%
USA ESG SLCT ETF
GVI
0.04%
INTRM GOV/CR ETF
IJK
0.04%
S&P MC 400GR ETF
PII
0.03%
COM
XLU
0.03%
SBI INT-UTILS
LH
0.03%
COM NEW
TSM
0.03%
SPONSORED ADR
SLYG
0.03%
S&P 600 SMCP GRW
LQD
0.03%
IBOXX INV CP ETF
IWD
0.03%
RUS 1000 VAL ETF
VFH
0.03%
FINANCIALS ETF
NFLT
0.03%
VIRTUS NEWFLEET
XLP
0.03%
SBI CONS STPLS
FDS
0.03%
COM
SLY
0.03%
S&P 600 SML CAP
PCLN
0.03%
COM NEW
WY
0.03%
COM
NBL
0.03%
COM
GIS
0.03%
COM
ROP
0.03%
COM
K
0.03%
COM
FDX
0.03%
COM
PICB
0.03%
INTL CORP BOND
IPGP
0.03%
COM
IJR
0.03%
CORE S&P SCP ETF
XLV
0.03%
SBI HEALTHCARE
USB
0.03%
COM NEW
MDLZ
0.03%
CL A
BIIB
0.03%
COM
SJM
0.03%
COM NEW
BMY
0.03%
COM
ABBV
0.03%
COM
WBA
0.03%
COM
XLI
0.03%
SBI INT-INDS
MAR
0.03%
CL A
SHM
0.03%
NUVN BR SHT MUNI
SLYV
0.03%
S&P 600 SMCP VAL
GDX
0.03%
GOLD MINERS ETF
PRI
0.03%
COM
XLF
0.03%
SBI INT-FINL
CIU
0.03%
INTERM CR BD ETF
MU
0.03%
COM
SPGI
0.03%
COM
BBT
0.03%
COM
IBND
0.03%
BRCLY INTL CRP
CELG
0.03%
COM
PSP
0.03%
GBL LSTD PVT EQT
NVDA
0.02%
COM
MRCY
0.02%
COM
MPC
0.02%
COM
IBMI
0.02%
IBONDS SEP2020
TOCA
0.02%
COM
VGSH
0.02%
SHTRM GVT BD ETF
MUAH
0.02%
19 AMT-FREE MN
MUAG
0.02%
18 AMT-FREE ETF
GWW
0.02%
COM
DLN
0.02%
LARGECAP DIVID
WRK
0.02%
COM
VZ
0.02%
COM
LUV
0.02%
COM
DE
0.02%
COM
PM
0.02%
COM
ARE
0.02%
COM
CEMB
0.02%
EM CRP BD ETF
PYPL
0.02%
COM
DIM
0.02%
INTL MIDCAP DV
WELLS FA...
0.02%
COMMON
PUTW
0.02%
CBOE S&P 500
CCJ
0.02%
COM
IBMJ
0.02%
IBONDS DEC 21
VGK
0.02%
FTSE EUROPE ETF
COP
0.02%
COM
PGR
0.02%
COM
MS
0.02%
COM NEW
AEM
0.02%
COM
OXY
0.02%
COM
WM
0.02%
COM
ROK
0.02%
COM
SPHD
0.02%
PWRSH S&P500HI
PEG
0.02%
COM
URA
0.02%
GLOBAL X URANIUM
PZD
0.02%
CLEANTECH PORT
ADBE
0.02%
COM
IDXX
0.02%
COM
AON
0.02%
SHS CL A
NOVOZYME...
0.02%
COMMON
AET
0.02%
COM
SWKS
0.02%
COM
BERKSHIR...
0.02%
COMMON
BERKSHIR...
0.02%
COMMON
MBB
0.02%
MBS ETF
MON
0.02%
COM
A
0.02%
COM
IBMK
0.02%
IBONDS DEC 22
ALGN
0.02%
COM
UUP
0.02%
DOLL INDX BULL
HPQ
0.02%
COM
GNMA
0.02%
GNMA BOND ETF
CTSH
0.02%
CL A
CHTR
0.02%
CL A
VEU
0.02%
ALLWRLD EX US
HYMB
0.02%
NUV HGHYLD MUN
LLY
0.02%
COM
HYG
0.02%
IBOXX HI YD ETF
ILMN
0.02%
COM
WLK
0.02%
COM
CTXS
0.02%
COM
DSI
0.02%
MSCI KLD400 SOC
CATC
0.02%
COM
ZION
0.02%
COM
SHY
0.02%
1-3 YR TR BD ETF
SCHH
0.02%
US REIT ETF
ALV
0.02%
COM
SAP
0.02%
SPON ADR
PH
0.02%
COM
PNW
0.02%
COM
LNG
0.02%
COM NEW
PCY
0.02%
SOVEREIGN DEBT
KEY
0.02%
COM
CMS
0.02%
COM
MMC
0.02%
COM
DTE
0.02%
COM
MLM
0.02%
COM
MKL
0.02%
COM
DVMT
0.01%
COM CL V
HUM
0.01%
COM
VMW
0.01%
CL A COM
HAL
0.01%
COM
LW
0.01%
COM
EBAY
0.01%
COM
BAYER A ...
0.01%
COMMON
ICE
0.01%
COM
MTD
0.01%
COM
CBG
0.01%
CL A
AMLP
0.01%
ALERIAN MLP
MMS
0.01%
COM
SCHA
0.01%
US SML CAP ETF
XLE
0.01%
SBI INT-ENERGY
GRMN
0.01%
SHS
PTC
0.01%
COM
CIT
0.01%
COM NEW
MCHP
0.01%
COM
AMG
0.01%
COM
SNPS
0.01%
COM
BEN
0.01%
COM
YUM
0.01%
COM
WESTERN ...
0.01%
COMMON
BWZ
0.01%
SHRT INTL ETF
D
0.01%
COM
SCI
0.01%
COM
MGM
0.01%
COM
MMP
0.01%
COM UNIT RP LP
PUK
0.01%
ADR
HCP
0.01%
COM
VGT
0.01%
INF TECH ETF
SCPB
0.01%
BARC SHT TR CP
EPD
0.01%
COM
BSCO
0.01%
2024 CORP BOND
GILD
0.01%
COM
SCHW
0.01%
COM
XBI
0.01%
S&P BIOTECH
RYN
0.01%
COM
XLNX
0.01%
COM
DEUTSCHE...
0.01%
COMMON
ICLN
0.01%
GL CLEAN ENE ETF
BGX
0.01%
COM SHS BN INT
FAN
0.01%
COM SHS
HSBC USA...
0.01%
COMMON
HSBC USA...
0.01%
COMMON
IHIT
0.01%
COM
SIRI
0.01%
COM
QTNT
< 0.01%
SHS
TURN
< 0.01%
COM
MARIMED ...
< 0.01%
COMMON
OVERSEAS...
< 0.01%
COMMON
NVCN
< 0.01%
COM
POKPHAND...
< 0.01%
COMMON
ADVANCED...
< 0.01%
COMMON
EFX
0.64%
COM
VWR
0.31%
COM
VNTV
0.19%
CL A
EGBN
0.17%
COM
IEI
0.14%
3-7 YR TR BD ETF
ABC
0.11%
COM
RRGB
0.11%
COM
TMUS/PA
0.09%
CONV PFD SER A
CAH
0.09%
COM
BC
0.09%
COM
BSCJ
0.06%
GUG BULL2019 E
BSCK
0.06%
GUG BULL2020 E
BSCI
0.06%
GUG BULL2018 E
BP
0.06%
SPONSORED ADR
BSCM
0.06%
GUGG BULSH 2022
BSCL
0.05%
GUGG BULSH 2021
BSCH
0.03%
GUGG CRP BD 2017
GLD
0.03%
GOLD SHS
BSCN
0.02%
2023 CORP BOND
AERI
0.02%
COM
LNC
0.02%
COM
EMCB
0.02%
WSDM EMKTBD FD
BKLN
0.02%
SENIOR LN PORT
BANK AME...
0.01%
COMMON
TSLA
0.01%
COM
CHKP
0.01%
ORD
REVERE H...
0.01%
COMMON
CORPORAT...
0.01%
COMMON
POWERSHS...
0.01%
ETF
NOK
0.01%
SPONSORED ADR
FRANKLIN...
< 0.01%
COMMON
TRANSMED...
< 0.01%
COMMON
FRANKLIN...
< 0.01%
COMMON
TRANSMED...
< 0.01%
COMMON
WASHINGT...
< 0.01%
COMMON
CASAVANT...
< 0.01%
COMMON
V ONE CO...
< 0.01%
COMMON