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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
15
24
3
9
4
64
34
27
COLONY GROUP LLC

Time Period2018-12-31

Total Holdings499

Total Value ($x1000)2,065,016
Activities
New56

Increased160

Unchanged37

Decreased246

Sold Out67

Top 10 Stock Holdingstotal 19.79%
IXUS2.37

MSFT2.37

EEM2.34

IWB2.26

CWI2.11

 
BRK.B2.04

SCZ1.86

VEA1.53

AGG1.49

UNH1.42

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IXUS
2.37%
CORE MSCITOTAL
MSFT
2.37%
COM
EEM
2.34%
MSCI EMG MKT ETF
IWB
2.26%
RUS 1000 ETF
CWI
2.11%
MSCI ACWI EXUS
BRK.B
2.04%
CL B NEW
SCZ
1.86%
EAFE SML CP ETF
VEA
1.53%
FTSE DEV MKT ETF
AGG
1.49%
CORE TOTUSBD ETF
UNH
1.42%
COM
VXF
1.38%
EXTEND MKT ETF
DBEF
1.37%
XTRAK MSCI EAFE
GOOGL
1.29%
CAP STK CL A
PEP
1.27%
COM
LRGF
1.26%
FCTSLC MSCI US
BA
1.21%
COM
JPM
1.2%
COM
ROST
1.17%
COM
AMGN
1.14%
COM
MA
1.13%
CL A
QAI
1.1%
HEDGE MLTI ETF
IWF
1.07%
RUS 1000 GRW ETF
USMV
1.05%
USA MIN VOL ETF
CSCO
1%
COM
INTF
1%
FCTSL MSCI INT
INTU
0.99%
COM
IVV
0.98%
CORE S&P500 ETF
FTLS
0.97%
LNG/SHT EQUITY
AAPL
0.9%
COM
IJS
0.89%
SP SMCP600VL ETF
LOW
0.86%
COM
PFE
0.82%
COM
ACWX
0.82%
MSCI ACWI US ETF
IWS
0.78%
RUS MDCP VAL ETF
VWO
0.78%
FTSE EMR MKT ETF
IEFA
0.78%
CORE MSCI EAFE
FISV
0.77%
COM
SU
0.71%
COM
CCI
0.7%
COM
DWDP
0.69%
COM
AXP
0.68%
COM
VXUS
0.67%
VG TL INTL STK F
ORCL
0.67%
COM
IVE
0.66%
S&P 500 VAL ETF
MDY
0.65%
UTSER1 S&PDCRP
GLD
0.64%
GOLD SHS
MKC/V
0.62%
COM VTG
PNC
0.6%
COM
VRSN
0.59%
COM
SPY
0.58%
TR UNIT
IWR
0.58%
RUS MID-CAP ETF
MDT
0.58%
SHS
ACN
0.56%
SHS CLASS A
BAX
0.56%
COM
BK
0.56%
COM
MKC
0.55%
COM NON VTG
MINT
0.55%
ENHAN SHRT MAT
USFD
0.54%
COM
CNC
0.53%
COM
SCHK
0.53%
1000 INDEX ETF
DIS
0.51%
COM DISNEY
NOC
0.5%
COM
SCHX
0.5%
US LRG CAP ETF
ITB
0.5%
US HOME CONS ETF
XLE
0.5%
SBI INT-ENERGY
VEU
0.49%
ALLWRLD EX US
JEC
0.49%
COM
RHT
0.49%
COM
KBWB
0.48%
KBW BK
IYR
0.47%
U.S. REAL ES ETF
IWD
0.45%
RUS 1000 VAL ETF
XLI
0.43%
SBI INT-INDS
IJT
0.42%
SP SMCP600GR ETF
BSV
0.42%
SHORT TRM BOND
COF
0.42%
COM
XLC
0.4%
COMMUNICATION
IVW
0.39%
S&P 500 GRWT ETF
IHE
0.38%
U.S. PHARMA ETF
GOOG
0.37%
CAP STK CL C
EWJ
0.37%
MSCI JPN ETF NEW
BR
0.37%
COM
EW
0.37%
COM
SCHF
0.37%
INTL EQTY ETF
IWM
0.36%
RUSSELL 2000 ETF
MCO
0.35%
COM
EFAV
0.34%
EAFE MIN VOL ETF
ABT
0.34%
COM
DHR
0.33%
COM
VNQ
0.33%
REIT ETF
MDRR
0.31%
COM
MTB
0.31%
COM
IJJ
0.3%
S&P MC 400VL ETF
RSCO
0.3%
SM CAP COMPLETE
GLW
0.29%
COM
JNJ
0.29%
COM
VOO
0.28%
SHS
LYV
0.28%
COM
VONV
0.27%
VNG RUS1000VAL
AMZN
0.27%
COM
VONG
0.27%
VNG RUS1000GRW
CERN
0.27%
COM
EFA
0.26%
MSCI EAFE ETF
SCHC
0.25%
INTL SCEQT ETF
WH
0.25%
COM
EFG
0.24%
EAFE GRWTH ETF
ITOT
0.23%
CORE S&P TTL STK
XOM
0.23%
COM
VCIT
0.23%
INT-TERM CORP
SJM
0.22%
COM NEW
IJH
0.22%
CORE S&P MCP ETF
DFS
0.22%
COM
AAXJ
0.22%
MSCI AC ASIA ETF
VFC
0.22%
COM
IGF
0.2%
GLB INFRASTR ETF
HD
0.2%
COM
DNKN
0.2%
COM
VIG
0.2%
DIV APP ETF
WYN
0.19%
COM
LLL
0.19%
COM
NFLX
0.18%
COM
NEE
0.18%
COM
VOE
0.17%
MCAP VL IDXVIP
V
0.16%
COM CL A
EXPE
0.16%
COM NEW
FDX
0.16%
COM
TOTL
0.16%
SPDR TR TACTIC
XLK
0.16%
TECHNOLOGY
BCO
0.16%
COM
ALSN
0.16%
COM
ALL
0.16%
COM
FBND
0.15%
TOTAL BD ETF
VB
0.15%
SMALL CP ETF
JKHY
0.15%
COM
KAR
0.15%
COM
SPLV
0.15%
S&P500 LOW VOL
COST
0.15%
COM
BDX
0.15%
COM
AMT
0.15%
COM
VOT
0.15%
MCAP GR IDXVIP
VO
0.14%
MID CAP ETF
FB
0.14%
CL A
ATR
0.14%
COM
MSCI
0.14%
COM
XLF
0.14%
SBI INT-FINL
SCHV
0.14%
US LCAP VA ETF
WP
0.14%
CL A
CAT
0.13%
COM
BAH
0.13%
CL A
TXN
0.13%
COM
VTV
0.13%
VALUE ETF
HAWX
0.13%
MSCI ACWI EXUS
C
0.12%
COM NEW
RSG
0.12%
COM
IWP
0.12%
RUS MD CP GR ETF
FXN
0.12%
ENERGY ALPHADX
SLYG
0.12%
S&P 600 SMCP GRW
CROX
0.12%
COM
TDG
0.12%
COM
WFC
0.12%
COM
AZPN
0.12%
COM
CMCSA
0.12%
CL A
UNP
0.12%
COM
SBUX
0.12%
COM
AVGO
0.11%
COM
ZTS
0.11%
CL A
ICLR
0.11%
SHS
HII
0.11%
COM
MTN
0.11%
COM
SDY
0.11%
S&P DIVID ETF
TRV
0.11%
COM
CYBR
0.11%
SHS
AFG
0.1%
COM
AWK
0.1%
COM
APH
0.1%
CL A
CHD
0.1%
COM
LECO
0.1%
COM
SYY
0.1%
COM
BLK
0.1%
COM
AGII
0.1%
COM
ACGL
0.1%
ORD
LSTR
0.1%
COM
ANSS
0.1%
COM
IJR
0.1%
CORE S&P SCP ETF
HRL
0.1%
COM
EXR
0.1%
COM
FRC
0.1%
COM
VBK
0.1%
SML CP GRW ETF
MDYG
0.09%
S&P 400 MDCP GRW
EBS
0.09%
COM
NXST
0.09%
CL A
VBR
0.09%
SM CP VAL ETF
NFLT
0.09%
VIRTUS NEWFLEET
LGND
0.09%
COM NEW
ITGR
0.09%
COM
MKTX
0.09%
COM
IWO
0.09%
RUS 2000 GRW ETF
MUB
0.09%
NAT AMT FREE BD
UTX
0.08%
COM
TMK
0.08%
COM
ADBE
0.08%
COM
HRS
0.08%
COM
PAYX
0.08%
COM
GNRC
0.08%
COM
PG
0.08%
COM
MSI
0.08%
COM NEW
WAFD
0.08%
COM
ON
0.08%
COM
MRK
0.08%
COM
EEMV
0.08%
EM MK MINVOL ETF
IWN
0.08%
RUS 2000 VAL ETF
CVX
0.08%
COM
ETR
0.08%
COM
SCI
0.08%
COM
AGN
0.08%
SHS
CXO
0.08%
COM
MCD
0.08%
COM
EA
0.08%
COM
IHY
0.08%
INTL HIGH YIELD
LMT
0.08%
COM
CASY
0.08%
COM
WCN
0.08%
COM
T
0.07%
COM
CL
0.07%
COM
JCOM
0.07%
COM
NDSN
0.07%
COM
ITM
0.07%
AMT FREE INT ETF
DGX
0.07%
COM
POR
0.07%
COM NEW
FDS
0.07%
COM
PLCE
0.07%
COM
KO
0.07%
COM
INTC
0.07%
COM
CMBS
0.07%
CMBS ETF
DGRO
0.06%
CORE DIV GRWTH
CTLT
0.06%
COM
AIG
0.06%
COM NEW
KLAC
0.06%
COM
XOVR
0.06%
SPDR BOFA CRSS
FLOT
0.06%
FLTG RATE BD ETF
RBC
0.06%
COM
EQIX
0.06%
COM PAR $0.001
HEI
0.06%
COM
XLB
0.06%
SBI MATERIALS
AMJ
0.05%
ALERIAN ML ETN
VRP
0.05%
VAR RATE PFD
BAC
0.05%
COM
STI
0.05%
COM
CWB
0.05%
BRC CNV SECS ETF
VUG
0.05%
GROWTH ETF
SCHG
0.05%
US LCAP GR ETF
XLP
0.05%
SBI CONS STPLS
CVS
0.05%
COM
PFF
0.05%
U.S. PFD STK ETF
SLYV
0.05%
S&P 600 SMCP VAL
AMP
0.05%
COM
CVLT
0.05%
COM
HEFA
0.05%
HDG MSCI EAFE
BP
0.05%
SPONSORED ADR
GS
0.05%
COM
GNR
0.05%
GLB NAT RESRCE
IJK
0.05%
S&P MC 400GR ETF
VZ
0.05%
COM
TCB
0.05%
COM
HNW
0.05%
COM
IBM
0.05%
COM
SLB
0.05%
COM
QQQ
0.05%
UNIT SER 1
REM
0.05%
MTG REL ETF NEW
GVI
0.04%
INTRM GOV/CR ETF
EFV
0.04%
EAFE VALUE ETF
HON
0.04%
COM
CLB
0.04%
COM
ABBV
0.04%
COM
BABA
0.04%
SPONSORED ADS
TMO
0.04%
COM
VTI
0.04%
TOTAL STK MKT
DVY
0.04%
SELECT DIVID ETF
SHO
0.04%
COM
DGRW
0.04%
US DIVD GRT FD
TDTT
0.04%
IBOXX 3R TARGT
IDCC
0.04%
COM
USB
0.04%
COM NEW
MMM
0.04%
COM
NKE
0.04%
CL B
CCJ
0.04%
COM
CIT
0.04%
COM NEW
SYK
0.04%
COM
ADP
0.04%
COM
TJX
0.04%
COM
IHI
0.04%
U.S. MED DVC ETF
TLH
0.04%
10-20 YR TRS ETF
AGCO
0.04%
COM
TSS
0.04%
COM
MO
0.04%
COM
HCN
0.04%
COM
IEI
0.04%
3-7 YR TR BD ETF
TMUS
0.03%
COM
PRGO
0.03%
SHS
WM
0.03%
COM
QCOM
0.03%
COM
SCHB
0.03%
US BRD MKT ETF
XLV
0.03%
SBI HEALTHCARE
MKL
0.03%
COM
MDLZ
0.03%
CL A
PYPL
0.03%
COM
NTB
0.03%
SHS NEW
EGBN
0.03%
COM
RPAI
0.03%
CL A
FLJP
0.03%
FTSE JAPAN ETF
HIFS
0.03%
COM
ESGE
0.03%
MSCI EM ESG SE
CRM
0.03%
COM
ANTM
0.03%
COM
PURETECH...
0.03%
COMMON
D
0.03%
COM
UPS
0.03%
CL B
EMB
0.03%
JP MOR EM MK ETF
STL
0.03%
COM
HALO
0.03%
COM
ACWI
0.03%
MSCI ACWI ETF
CB
0.03%
COM
JNK
0.03%
BRC HGH YLD BD
BBT
0.03%
COM
MDYV
0.03%
S&P 400 MDCP VAL
HTA
0.03%
CL A NEW
CRS
0.03%
COM
TROW
0.03%
COM
CHTR
0.03%
CL A
BSCK
0.03%
BULSHS 2020 CB
ATVI
0.03%
COM
CTAS
0.03%
COM
BSCJ
0.03%
BULSHS 2019 CB
UTHR
0.03%
COM
SHY
0.03%
1-3 YR TR BD ETF
RWO
0.02%
DJ GLB RL ES ETF
WMT
0.02%
COM
CORP
0.02%
INV GRD CRP BD
DE
0.02%
COM
FNDF
0.02%
SCHWB FDT INT LG
VMW
0.02%
CL A COM
OHI
0.02%
COM
FNDX
0.02%
SCHWAB FDT US LG
LQD
0.02%
IBOXX INV CP ETF
XLY
0.02%
SBI CONS DISCR
TSM
0.02%
SPONSORED ADR
AMAT
0.02%
COM
GE
0.02%
COM
NBL
0.02%
COM
XLU
0.02%
SBI INT-UTILS
SMLF
0.02%
MSCI USA SMLCP
BKNG
0.02%
COM
PKG
0.02%
COM
SPGI
0.02%
COM
BND
0.02%
TOTAL BND MRKT
ROP
0.02%
COM
CI
0.02%
COM
EMGF
0.02%
FACTORSELECT MSC
BSCM
0.02%
BULSHS 2022 CB
FTV
0.02%
COM
IGHG
0.02%
INVT INT RT HG
BNDX
0.02%
INTL BD IDX ETF
WBA
0.02%
COM
VGSH
0.02%
SHTRM GVT BD ETF
CIU
0.02%
INTERM CR BD ETF
LNG
0.02%
COM NEW
LH
0.02%
COM NEW
WRE
0.02%
SH BEN INT
MRCY
0.02%
COM
GDX
0.02%
GOLD MINERS ETF
LRCX
0.02%
COM
VFH
0.02%
FINANCIALS ETF
IYJ
0.02%
U.S. INDS ETF
WY
0.02%
COM
NVDA
0.02%
COM
BSCL
0.02%
BULSHS 2021 CB
VSGX
0.02%
ESG INTL STK ETF
PRI
0.02%
COM
STT
0.02%
COM
PM
0.02%
COM
SCHW
0.02%
COM
JARDINE ...
0.02%
COMMON
PUTW
0.02%
CBOE S&P 500
ILMN
0.02%
COM
SCHE
0.02%
EMRG MKTEQ ETF
IDXX
0.02%
COM
EQR
0.02%
SH BEN INT
EMR
0.02%
COM
VGT
0.02%
INF TECH ETF
KLD
0.02%
USA ESG SLCT ETF
BRT
0.02%
SH BEN INT NEW
MPC
0.02%
COM
L
0.02%
COM
ROK
0.02%
COM
PPG
0.02%
COM
PEG
0.02%
COM
VTR
0.02%
COM
ICE
0.02%
COM
ICF
0.02%
COHEN&STEER REIT
HCP
0.01%
COM
APD
0.01%
COM
BERKSHIR...
0.01%
COMMON
JCI
0.01%
SHS
TOCA
0.01%
COM
AON
0.01%
SHS CL A
PICB
0.01%
INTL CORP BD
COP
0.01%
COM
BIIB
0.01%
COM
MARIMED ...
0.01%
COMMON
PGR
0.01%
COM
JBGS
0.01%
COM
MAR
0.01%
CL A
LIN
0.01%
COM
FXI
0.01%
CHINA LG-CAP ETF
GD
0.01%
COM
KR
0.01%
COM
NVS
0.01%
SPONSORED ADR
DSI
0.01%
MSCI KLD400 SOC
ECA
0.01%
COM
OXY
0.01%
COM
IBND
0.01%
BRCLY INTL CRP
AEM
0.01%
COM
BMRN
0.01%
COM
CATC
0.01%
COM
GRPN
0.01%
COM CL A
VV
0.01%
LARGE CAP ETF
AFL
0.01%
COM
NXPI
0.01%
COM
TRNS
0.01%
COM
UHS
0.01%
CL B
SHM
0.01%
NUVN BR SHT MUNI
CTXS
0.01%
COM
DLN
0.01%
LARGECAP DIVID
EOG
0.01%
COM
YUM
0.01%
COM
MAS
0.01%
COM
APA
0.01%
COM
HDB
0.01%
ADR REPS 3 SHS
PTC
0.01%
COM
NOVOZYME...
0.01%
COMMON
WPC
0.01%
COM
NEAR
0.01%
SHT MAT BD ETF
ARE
0.01%
COM
ESGU
0.01%
ETF MSCI USA
IAU
0.01%
ISHARES
DUK
0.01%
COM NEW
LUV
0.01%
COM
PSX
0.01%
COM
HUM
0.01%
COM
DEO
0.01%
SPON ADR NEW
DIM
0.01%
INTL MIDCAP DV
MTD
0.01%
COM
IPGP
0.01%
COM
EPD
0.01%
COM
PZD
0.01%
CLEANTECH ETF
BAM
0.01%
CL A LTD VT SH
XLNX
0.01%
COM
MCHP
0.01%
COM
ACWF
0.01%
FCTSL MSCI GLB
GWX
0.01%
S&P INTL SMLCP
CTSH
0.01%
CL A
GRMN
0.01%
SHS
RDS/A
0.01%
SPONS ADR A
CNI
0.01%
COM
GSK
0.01%
SPONSORED ADR
TIF
0.01%
COM
HPQ
0.01%
COM
BMY
0.01%
COM
SNPS
0.01%
COM
ECL
0.01%
COM
CEMB
0.01%
EM CRP BD ETF
RTN
0.01%
COM NEW
CHKP
0.01%
ORD
LSI
0.01%
COM
MS
0.01%
COM NEW
ABX
0.01%
COM
DEUTSCHE...
0.01%
COMMON
PBR
0.01%
SPONSORED ADR
PSP
0.01%
GBL LISTED PVT
ICLN
0.01%
GL CLEAN ENE ETF
KEY
0.01%
COM
DNP
0.01%
COM
IBN
0.01%
ADR
GLENCORE...
0.01%
COMMON
WIT
< 0.01%
SPON ADR 1 SH
SIRI
< 0.01%
COM
NMRK
< 0.01%
CL A
ITRONICS...
< 0.01%
COMMON
GLENCORE...
< 0.01%
COMMON
TURN
< 0.01%
COM
MVIS
< 0.01%
COM NEW
POKPHAND...
< 0.01%
COMMON
RUBICON ...
< 0.01%
COMMON
REGENERX...
< 0.01%
COMMON
APRI
< 0.01%
COM NEW
LAKE VIC...
< 0.01%
COMMON
ORGANIC ...
< 0.01%
COMMON
DEBT RES...
< 0.01%
COMMON
HALOSOUR...
< 0.01%
COMMON
FRESH PR...
< 0.01%
COMMON
PHILLIPS...
0.45%
COMMON
CXP
0.16%
COM NEW
BLKB
0.14%
COM
FR
0.12%
COM
WLL
0.11%
COM NEW
SBGI
0.11%
CL A
SHW
0.1%
COM
AET
0.09%
COM
ACM
0.08%
COM
OKE
0.08%
COM
COG
0.07%
COM
OZK
0.07%
COM
AGNC
0.05%
COM
CROCS IN...
0.05%
COMMON
IVZ
0.04%
SHS
EDU
0.04%
SPON ADR
ESRX
0.03%
COM
PX
0.03%
COM
BSCI
0.03%
BULSHS2018 COR
ADNT
0.03%
ORD SHS
LVS
0.02%
COM
DIA
0.02%
UT SER 1
IBMI
0.02%
IBONDS SEP2020
MUAH
0.02%
19 AMT-FREE MN
GILD
0.02%
COM
BERKSHIR...
0.02%
COMMON
TLT
0.02%
20+ YR TR BD ETF
IBMJ
0.02%
IBONDS DEC 21
ALV
0.02%
COM
ESGD
0.01%
MSCI EAFE ESG
CELG
0.01%
COM
SRPT
0.01%
COM
VGK
0.01%
FTSE EUROPE ETF
ZBRA
0.01%
CL A
MGA
0.01%
COM
ZION
0.01%
COM
STZ
0.01%
CL A
ADI
0.01%
COM
FANG
0.01%
COM
DVMT
0.01%
COM CL V
MBB
0.01%
MBS ETF
GNMA
0.01%
GNMA BOND ETF
IBMK
0.01%
IBONDS DEC 22
SCHM
0.01%
US MID-CAP ETF
SCHA
0.01%
US SML CAP ETF
SCHH
0.01%
US REIT ETF
UBSH
0.01%
COM
DVYA
0.01%
ASIA/PAC DIV ETF
BIDU
0.01%
SPON ADR REP A
VT
0.01%
TT WRLD ST ETF
MLM
0.01%
COM
HYMB
0.01%
NUV HGHYLD MUN
RCL
0.01%
COM
PRU
0.01%
COM
IRDM
0.01%
COM
XBI
0.01%
S&P BIOTECH
TXT
0.01%
COM
MB
0.01%
COM CL A
EGP
0.01%
COM
ITW
0.01%
COM
TOT
0.01%
SPONSORED ADR
ABMD
0.01%
COM
RYN
0.01%
COM
RBS
< 0.01%
SPONS ADR 20 ORD
PRPL
< 0.01%
COM
WMIH
< 0.01%
COM
PENN OCT...
< 0.01%
COMMON