Home / Leaderboard / Fourthought Financial Partners, LLC.
Fourthought Financial Partners, LLC.
Scott Pinkerton · Investment Advisor · Multi-Strategy
Fourthought Financial Partners, LLC, operating as FourThought Private Wealth, is an independent Registered Investment Advisor (RIA) based in Venice, Florida. With roots tracing back to 1968 as Pinkerton Private Wealth, the firm specializes in providing holistic financial planning and wealth management services to ultra-high-net-worth individuals, families, and business owners. In 2022, the firm became a partner of Focus Financial Partners, further expanding its resources while maintaining its boutique approach. The institution focuses on creating customized strategies aligned with clients' long-term values, legacy goals, and cash-flow needs, operating under a fiduciary standard to ensure transparency and conflict-free advice.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +11.2% |
| YTD return | +8.8% |
| Sharpe ratio | 3.75 |
| Win rate | 47% |
| AUM | $0.5B |
| Inception | Oct 1, 2025 |
| Updated | Sep 16, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.5B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://fourthought.com |
Current Holdings
Updated on Sep 16, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| MSFT | Microsoft Corporation | 11.1% | -0.2% |
| AVGO | Broadcom Inc | 10.6% | +0.8% |
| NVDA | NVIDIA Corporation | 7.2% | +12.5% |
| AAPL | Apple Inc | 5.6% | +27.8% |
| GOOGL | Alphabet Inc Class A | 5.5% | +34.3% |
| KLAC | KLA-Tencor Corporation | 5.3% | -33.8% |
| CVX | Chevron Corp | 5.0% | +31.7% |
| AMZN | Amazon.com Inc | 5.0% | +9.6% |
| JPM | JPMorgan Chase & Co | 4.7% | +12.3% |
| AMT | American Tower Corp | 4.6% | -5.4% |
| ASML | ASML Holding NV ADR | 4.5% | +36.5% |
| V | Visa Inc. Class A | 4.4% | +8.0% |
| NEE | Nextera Energy Inc | 4.0% | -0.7% |
| AMAT | Applied Materials Inc | 3.8% | -6.1% |
| PEP | PepsiCo Inc | 3.4% | -6.3% |
| TSM | Taiwan Semiconductor Manufacturing | 3.2% | +19.5% |
| LMT | Lockheed Martin Corporation | 3.2% | +5.4% |
| CB | Chubb Ltd | 3.2% | +5.9% |
| MDT | Medtronic PLC | 3.0% | +13.5% |
| CMCSA | Comcast Corp | 2.7% | -1.1% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 3, 2026 | BUY | V | 4.3% → 4.4% |
| Aug 3, 2026 | BUY | CVX | 5.0% → 5.0% |
| Aug 3, 2026 | BUY | AAPL | 6.3% → 5.6% |
| Aug 3, 2026 | SELL | MSFT | 9.3% → 11.1% |
| Aug 3, 2026 | SELL | ASML | 4.9% → 4.5% |
Investment Style Analysis
Fourthought Financial Partners, LLC. is widely recognized for employing a Multi-Strategy strategy. As of Sep 16, 2026, the firm oversees approximately $0.5B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Semiconductor Equipment & Materials sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 3, Fourthought Financial Partners, LLC. made a significant move by increasing exposure to V. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The firm employs a planning-first philosophy, where investment strategies are built upon a foundation of comprehensive financial planning and rigorous risk assessment. Their core principles emphasize long-term strategic thinking, broad diversification, and the tailoring of portfolios to meet specific projected cash-flow needs. Fourthought prioritizes wealth preservation and capital growth by constructing portfolios designed to survive worst-case market scenarios. By utilizing a disciplined screening process and avoiding proprietary product biases, the firm focuses on delivering objective, relationship-driven guidance that evolves alongside the complex financial lives and legacies of 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 Fourthought Financial Partners, LLC..
Similar Investment Style
Based on Multi-Strategy.
- Sandoz Family Office SA — Marc Duc · 3M -4.1%
- BB Gestão de Recursos - Distribuidora de Títulos e Valores Mobiliários S.A. — Denísio Liberato · 3M +6.5%
- Wolverine Trading, LLC — Robert Bellick · 3M -6.8%
- Amundi Asset Management US, Inc. — Marco Pirondini · 3M -6.4%
Frequently asked questions
How is the simulated portfolio for Fourthought Financial 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 Fourthought Financial Partners, LLC.'s largest holding?
As of the latest filing, Fourthought Financial Partners, LLC.'s top position is Microsoft Corporation (MSFT), representing 11.1% of the portfolio. This reflects a high-conviction bet by the institution.
What is Fourthought Financial Partners, LLC.'s historical performance and risk profile?
Our simulation indicates a total return of +11.2% with a win rate of 47%. Notably, the portfolio maintains a Sharpe Ratio of 3.75, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Fourthought Financial Partners, LLC. primarily invest in?
Fourthought Financial Partners, LLC. has a strong preference for the Semiconductors sector, which makes up 20.9% of their disclosed assets. The portfolio also has exposure to Semiconductor Equipment & Materials, indicating a specific thematic focus.
Is Fourthought Financial Partners, LLC.'s portfolio concentrated or diversified?
Fourthought Financial Partners, LLC. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 28.9% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Fourthought Financial Partners, LLC. performed in 2026?
Our AI-simulated model portfolio for Fourthought Financial Partners, LLC. tracks a Year-to-Date (YTD) return of +8.8%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Scott Pinkerton manage Fourthought Financial Partners, LLC. directly?
Yes, Scott Pinkerton serves as the key portfolio manager for Fourthought Financial Partners, LLC., overseeing the investment strategy and final capital allocation decisions.