Cornerstone Partners is an investment fund managing more than $122 million ran by Maria Rolph. There are currently 6 companies in Mrs. Rolph’s portfolio. The largest investments include Vanguard Index Fds and Vanguard Intl Equity Index F, together worth $83.5 million.
As of 7th October 2020, Cornerstone Partners’s top holding is 354,236 shares of Vanguard Index Fds currently worth over $51.7 million and making up 42.3% of the portfolio value.
In addition, the fund holds 722,213 shares of Vanguard Intl Equity Index F worth $31.8 million.
The third-largest holding is Ishares Tr worth $28.3 million and the next is Spdr Index Shs Fds worth $8.95 million, with 242,234 shares owned.
Currently, Cornerstone Partners's portfolio is worth at least $122 million. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
The Cornerstone Partners office and employees reside in Charlottesville, Virginia. According to the last 13-F report filed with the SEC, Maria Rolph serves as the Managing Director, Chief Compliance Officer at Cornerstone Partners.
In the most recent 13F filing, Cornerstone Partners revealed that it had increased its stake in Vanguard Index Fds and bought 23,318 additional shares worth around .
The two most similar investment funds to Cornerstone Partners are Chapman Investment Management and Fortem Financial Group. They manage $122 million and $122 million respectively.
These positions were updated on August 7th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Vanguard Index Fds |
7.05%
354,236
|
$51,668,000 | 42.29% |
| Vanguard Intl Equity Index F |
0.59%
722,213
|
$31,820,000 | 26.04% |
| Ishares Tr |
19.50%
259,446
|
$28,267,000 | 23.14% |
| Spdr Index Shs Fds |
No change
242,234
|
$8,946,000 | 7.32% |
| Invesco Exchange Traded Fd T |
No change
32,720
|
$918,000 | 0.75% |
| Spdr Ser Tr |
No change
10,699
|
$558,000 | 0.46% |
| No transactions found | |||
| Showing first 500 out of 6 holdings | |||