Long-term investor

Cornerstone Advisors Asset Management, LLC @cornerstoneadvisorsasset

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002044324).

Record

  • Tracked since 2025-12-31 (257 days), 17 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +7.1%
  • Max drawdown n/a · win rate 43% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • SCHX · 14.2% · long · since 2025-12-31
  • SPAB · 8.5% · long · since 2025-12-31
  • VEU · 7.9% · long · since 2025-12-31
  • IVV · 4.3% · long · since 2025-12-31
  • JAAA · 4.2% · long · since 2025-12-31
  • HTRB · 4.2% · long · since 2025-12-31
  • SPYM · 3.7% · long · since 2025-12-31
  • SPSM · 3.5% · long · since 2025-12-31
  • SGOV · 3.2% · long · since 2025-12-31
  • GSEW · 2.4% · long · since 2025-12-31
  • GARP · 2.3% · long · since 2026-03-31
  • MMIN · 2.2% · long · since 2025-12-31

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