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Cornerstone Advisors, LLC
Ralph W. Bradshaw · Investment Advisor · Growth
Cornerstone Advisors, LLC is a registered investment advisory firm headquartered in Asheville, North Carolina. The institution is primarily recognized for its role as the investment adviser to two prominent closed-end funds: the Cornerstone Strategic Investment Fund, Inc. (CLM) and the Cornerstone Total Return Fund, Inc. (CRF). Established with a focus on delivering long-term capital appreciation and regular income, the firm is known for its managed distribution policy that provides shareholders with consistent monthly cash flow. Its portfolio typically includes a broad array of global equity securities, including large-cap growth stocks, exchange-traded funds (ETFs), and other closed-end investment companies. The firm has a long history in the closed-end fund industry, with its management team overseeing a strategy that balances fundamental value with growth potential across diversified sectors.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +18.0% |
| YTD return | +10.7% |
| Sharpe ratio | 2.95 |
| Win rate | 49% |
| AUM | $1.7B |
| Inception | Oct 1, 2025 |
| Updated | Sep 4, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.7B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.cornerstonestrategicinvestmentfund.com |
Current Holdings
Updated on Sep 4, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 15.8% | +20.7% |
| AAPL | Apple Inc | 13.0% | +24.1% |
| GOOGL | Alphabet Inc Class A | 11.2% | +32.4% |
| MSFT | Microsoft Corporation | 10.5% | +3.3% |
| AMZN | Amazon.com Inc | 8.0% | +15.4% |
| AVGO | Broadcom Inc | 5.7% | +5.0% |
| JPM | JPMorgan Chase & Co | 4.0% | +16.1% |
| META | Meta Platforms Inc. | 3.9% | -8.9% |
| LLY | Eli Lilly and Company | 3.5% | +31.5% |
| MU | Micron Technology Inc | 3.5% | +84.3% |
| JNJ | Johnson & Johnson | 2.6% | +20.1% |
| AMD | Advanced Micro Devices Inc | 2.4% | +6.7% |
| WMT | Walmart Inc. Common Stock | 2.2% | -0.3% |
| TSLA | Tesla Inc | 2.1% | +3.6% |
| BAC | Bank of America Corp | 2.1% | -2.8% |
| COST | Costco Wholesale Corp | 1.9% | -5.8% |
| NFLX | Netflix Inc | 1.9% | +0.3% |
| GE | GE Aerospace | 1.9% | +3.8% |
| V | Visa Inc. Class A | 1.9% | +2.6% |
| MA | Mastercard Inc | 1.8% | +7.4% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 17, 2026 | BUY | META | 4.3% → 3.9% |
| Aug 17, 2026 | BUY | AMD | 2.0% → 2.4% |
| Aug 17, 2026 | BUY | MSFT | 8.6% → 10.5% |
| Aug 17, 2026 | SELL | PG | 2.0% → 0.0% |
| Aug 17, 2026 | SELL | JNJ | 2.8% → 2.6% |
Investment Style Analysis
Cornerstone Advisors, LLC is widely recognized for employing a Growth strategy. As of Sep 4, 2026, the firm oversees approximately $1.7B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 17, Cornerstone Advisors, LLC made a significant move by increasing exposure to META. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The firm's investment philosophy focuses on achieving long-term capital appreciation and generating consistent shareholder income through a globally diversified equity strategy. A central component of its approach is the managed distribution policy, which aims to provide stockholders with a stable monthly cash flow regardless of short-term market fluctuations. The strategy involves a balanced selection of equity securities from both U.S. and non-U.S. companies that demonstrate strong fundamental value and favorable growth prospects. Additionally, the firm strategically allocates capital to other closed-end funds and exchange-traded funds to achieve broad market exposure and mitigate volatility, while maintaining significant positions in high-conviction large-cap stocks.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Cornerstone Advisors, LLC.
Similar Investment Style
Based on Growth.
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Frequently asked questions
How is the simulated portfolio for Cornerstone Advisors, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Cornerstone Advisors, LLC's largest holding?
As of the latest filing, Cornerstone Advisors, LLC's top position is NVIDIA Corporation (NVDA), representing 15.8% of the portfolio. This reflects a high-conviction bet by the institution.
What is Cornerstone Advisors, LLC's historical performance and risk profile?
Our simulation indicates a total return of +18.0% with a win rate of 49%. Notably, the portfolio maintains a Sharpe Ratio of 2.95, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does Cornerstone Advisors, LLC primarily invest in?
Cornerstone Advisors, LLC has a strong preference for the Semiconductors sector, which makes up 27.4% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Cornerstone Advisors, LLC's portfolio concentrated or diversified?
Cornerstone Advisors, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 40.0% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Cornerstone Advisors, LLC performed in 2026?
Our AI-simulated model portfolio for Cornerstone Advisors, LLC tracks a Year-to-Date (YTD) return of +10.7%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Ralph W. Bradshaw manage Cornerstone Advisors, LLC directly?
Yes, Ralph W. Bradshaw serves as the key portfolio manager for Cornerstone Advisors, LLC, overseeing the investment strategy and final capital allocation decisions.