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Case Studies

Real managers.
Measurably stronger portfolios.

Institutional portfolios pulled from SEC 13F filings. Each entry names the manager's weakest dimension and the security Souppe suggested. Click any heading to read the full analysis. Newest first.

6 case studies currently published.

RIA

Fractal Investments Llc

2026Q1 · 79 holdings · $845M AUM

52 60 +8

Composite risk score after Souppe's top suggestion

Weakest dimension Sector Balance
Top suggestion KDRN.US +8 pts
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Family Office

J. Stern & Co. Llp

2026Q1 · 48 holdings · $1.0B AUM

75 78 +3

Composite risk score after Souppe's top suggestion

Weakest dimension Systematic Coverage
Top suggestion PFSA.US +3 pts
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Family Office

Ocean Park Asset Management, Llc

2026Q1 · 55 holdings · $1.7B AUM

89 90 +1

Composite risk score after Souppe's top suggestion

Weakest dimension Systematic Coverage
Top suggestion TIER.US +1 pts
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Family Office

Resolution Capital Ltd

2026Q1 · 39 holdings · $4.8B AUM

50 77 +27

Composite risk score after Souppe's top suggestion

Weakest dimension Sector Balance
Top suggestion MMCA.US +27 pts
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Family Office

Soundwatch Capital Llc

2026Q1 · 46 holdings · $793M AUM

78 80 +2

Composite risk score after Souppe's top suggestion

Weakest dimension Diversity
Top suggestion MBB.US +2 pts
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RIA

Vista Capital Partners, Inc

2026Q1 · 155 holdings · $3.7B AUM

55 59 +4

Composite risk score after Souppe's top suggestion

Weakest dimension Diversity
Top suggestion DTF.US +4 pts
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