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Cornerstone Investment Partners, LLC
Rick van Nostrand · Investment Advisor · Value
Cornerstone Investment Partners, LLC is an employee-owned registered investment advisor based in Atlanta, Georgia. Founded in 2001, the firm specializes in providing discretionary asset management for a wide array of institutional and private clients, including high-net-worth individuals, pension plans, and charitable organizations. Cornerstone focuses on long-only, value-oriented equity strategies across various market caps, from large-cap to small-cap portfolios. The firm utilizes a disciplined research process and a proprietary valuation model to identify undervalued stocks with stable fundamentals. As an independent manager, Cornerstone is committed to a client-first approach, leveraging its team's extensive experience to provide high-conviction, research-driven investment solutions aimed at long-term capital appreciation.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +45.6% |
| YTD return | +28.8% |
| Sharpe ratio | 3.13 |
| Win rate | 55% |
| AUM | $2.1B |
| Inception | Oct 1, 2025 |
| Updated | Sep 11, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $2.1B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://cornerstone-ip.com/ |
Current Holdings
Updated on Sep 11, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| GOOGL | Alphabet Inc Class A | 7.2% | +26.4% |
| V | Visa Inc. Class A | 6.6% | +8.0% |
| TSM | Taiwan Semiconductor Manufacturing | 6.2% | +15.6% |
| AMZN | Amazon.com Inc | 6.1% | -2.1% |
| MU | Micron Technology Inc | 5.9% | +210.4% |
| AVGO | Broadcom Inc | 5.6% | +5.4% |
| META | Meta Platforms Inc. | 5.4% | -2.3% |
| KLAC | KLA-Tencor Corporation | 5.1% | -29.4% |
| AMAT | Applied Materials Inc | 4.8% | +47.6% |
| URI | United Rentals Inc | 4.7% | +1.5% |
| TMO | Thermo Fisher Scientific Inc | 4.7% | +3.0% |
| COR | Cencora Inc. | 4.7% | +3.5% |
| MCK | McKesson Corporation | 4.5% | +10.7% |
| TTWO | Take-Two Interactive Software Inc | 4.4% | -11.0% |
| APO | Apollo Global Management LLC Class A | 4.4% | -1.0% |
| WRB | W. R. Berkley Corp | 4.3% | -1.6% |
| MSFT | Microsoft Corporation | 4.3% | +6.8% |
| JPM | JPMorgan Chase & Co | 3.9% | -1.9% |
| CB | Chubb Ltd | 3.7% | +14.5% |
| IQV | IQVIA Holdings Inc | 3.6% | -0.2% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | SELL | V | 6.1% → 6.6% |
| Aug 31, 2026 | BUY | AMZN | 5.9% → 6.1% |
| Aug 31, 2026 | BUY | GOOGL | 7.0% → 7.2% |
| Aug 31, 2026 | SELL | TRV | 3.4% → 0.0% |
| Aug 31, 2026 | SELL | META | 5.5% → 5.4% |
Investment Style Analysis
Cornerstone Investment Partners, LLC is widely recognized for employing a Value strategy. As of Sep 11, 2026, the firm oversees approximately $2.1B 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 31, Cornerstone Investment Partners, LLC made a significant move by reducing the position in V. 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 is based on the core observation that stock prices are more volatile than the underlying business fundamentals that determine intrinsic value. Cornerstone believes that emotional market responses to short-term news often lead to significant price-value discrepancies. To capitalize on these opportunities, the firm employs a rigorous, model-driven valuation process designed to eliminate behavioral biases and identify high-quality companies trading at attractive discounts. By focusing on long-term fundamental strengths and maintaining a disciplined, evidence-based approach to security selection, Cornerstone aims to exploit market anomalies and deliver superior risk-adjusted returns for its clients.
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 Investment Partners, LLC.
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Frequently asked questions
How is the simulated portfolio for Cornerstone Investment Partners, 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 Investment Partners, LLC's largest holding?
As of the latest filing, Cornerstone Investment Partners, LLC's top position is Alphabet Inc Class A (GOOGL), representing 7.2% of the portfolio. This reflects a high-conviction bet by the institution.
What is Cornerstone Investment Partners, LLC's historical performance and risk profile?
Our simulation indicates a total return of +45.6% with a win rate of 55%. Notably, the portfolio maintains a Sharpe Ratio of 3.13, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Cornerstone Investment Partners, LLC primarily invest in?
Cornerstone Investment Partners, LLC has a strong preference for the Semiconductors sector, which makes up 17.7% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Cornerstone Investment Partners, LLC's portfolio concentrated or diversified?
Cornerstone Investment Partners, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 19.9% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Cornerstone Investment Partners, LLC performed in 2026?
Our AI-simulated model portfolio for Cornerstone Investment Partners, LLC tracks a Year-to-Date (YTD) return of +28.8%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Rick van Nostrand manage Cornerstone Investment Partners, LLC directly?
Yes, Rick van Nostrand serves as the key portfolio manager for Cornerstone Investment Partners, LLC, overseeing the investment strategy and final capital allocation decisions.