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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

2025Q4 · 80 holdings · $716M AUM

52 75 +23

Composite risk score after Souppe's top suggestion

Weakest dimension Sector Balance
Top suggestion BRK-B.US +23 pts
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Family Office

J. Stern & Co. Llp

2025Q4 · 12 holdings · $45.8B AUM

45 67 +22

Composite risk score after Souppe's top suggestion

Weakest dimension Sector Balance
Top suggestion AIT.US +22 pts
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Family Office

Ocean Park Asset Management, Llc

2025Q4 · 83 holdings · $2.1B AUM

60 77 +17

Composite risk score after Souppe's top suggestion

Weakest dimension Sector Balance
Top suggestion ITIPF.US +17 pts
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Family Office

Resolution Capital Ltd

2025Q4 · 41 holdings · $4.5B AUM

50 76 +26

Composite risk score after Souppe's top suggestion

Weakest dimension Sector Balance
Top suggestion ISRL.US +26 pts
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Family Office

Soundwatch Capital Llc

2025Q4 · 48 holdings · $645M AUM

37 69 +32

Composite risk score after Souppe's top suggestion

Weakest dimension Sector Balance
Top suggestion FSMB.US +32 pts
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RIA

Vista Capital Partners, Inc

2025Q4 · 147 holdings · $3.8B AUM

39 60 +21

Composite risk score after Souppe's top suggestion

Weakest dimension Diversification Ratio
Top suggestion ICAP.US +21 pts
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