WM
William Mueller Portfolio
Invests via Mink Brook Asset Management LLC | Managed by William Mueller
Invests via Mink Brook Asset Management LLC
Managed by William Mueller
Automatically Tracked
Operator-turned-investor focused on scaling growth-stage technology and healthcare companies, with hands-on operating and board experience across product, GTM and finance. William Mueller combines operating leadership with deal execution skills in growth equity, strategic M&A and capital raises, advising management teams on unit economics, go-to-market expansion and governance. Relevant to investors seeking operational value-add and exit-oriented growth strategies.
Operator-turned-investor focused on scaling growth-stage technology and healthcare companies, with hands-on operating and board experience across product, GTM and finance. William Mueller combines operating leadership with deal execution skills in growth equity, strategic M&A and capital raises, advising management teams on unit economics, go-to-market expansion and governance. Relevant to investors seeking operational value-add and exit-oriented growth strategies.
Investment Philosophy & Strategy
Operator-turned-investor focused on scaling growth-stage technology and healthcare companies, with hands-on operating and board experience across product, GTM and finance. William Mueller combines operating leadership with deal execution skills in growth equity, strategic M&A and capital raises, advising management teams on unit economics, go-to-market expansion and governance. Relevant to investors seeking operational value-add and exit-oriented growth strategies.
Operator-turned-investor focused on scaling growth-stage technology and healthcare companies, with hands-on operating and board experience across product, GTM and finance. William Mueller combines operating leadership with deal execution skills in growth equity, strategic M&A and capital raises, advising management teams on unit economics, go-to-market expansion and governance. Relevant to investors seeking operational value-add and exit-oriented growth strategies.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
56.34%
Gain -0.35%
Monthly
2.32%
Yearly
31.78%
Drawdown
17.52%
$223.97M
Equity
Holdings
$223.97M
Investment
$183.58M
$55.53M
Profit +$541,444.57
Realized
$15.13M
Unrealized
$40.4M
Dividends
$2.26M
Goals
Avg. 46.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.35%
Profit
$541,444.57
Win %
59%
This Week
Compared To Last Week
Gain
0.7%
Profit
$1.55M
Win %
59%
This Month
Compared to last month
Gain
1.24%
Profit
$2.74M
Win %
59%
This Year
Compared to last year
Gain
-1.44%
Profit
-$3.29M
Win %
62%
RCMT RCM Technologies, Inc.
+21.2%
+$825,637.31 
QRHC Quest Resource Holding Corporation
+9.59%
+$41,382.18 
LSF Laird Superfood Inc.
+7.53%
+$119,370.57 
OPHC OptimumBank Holdings Inc.
+6.86%
+$49,487.76 
HCAT Health Catalyst Inc.
+5.71%
+$73,827.7 
ACFN Acorn Energy Inc.
+4.98%
+$9,200 
HLLY Holley Inc.
+4.01%
+$66,208.56 
BUKS Butler National Corporation
+3.94%
+$255,799.98 
FRD Friedman Industries, Incorporated
+3.71%
+$138,040.44 
GUTS Fractyl Health Inc.
+2.72%
+$6,349.41 
ACCS Access Newswire Inc.
+2.47%
+$2,447.52 
RRGB Red Robin Gourmet Burgers, Inc.
+2.42%
+$99,890.64 
CNTY Century Casinos Inc.
+2.4%
+$4,080.03 
CRGO Freightos Ltd.
+2.27%
+$8,675.94 
ACNT Ascent Industries Co.
+1.48%
+$194,586.26 
AXR Amrep Corp.
+1.44%
+$16,198.72 
LGCY Legacy Education Inc.
+1.42%
+$58,424.7 
FNWB First Northwest Bancorp
+1.32%
+$62,550.9 
XGN Exagen Inc.
+1.22%
+$38,075.52 
HGBL Heritage Global Inc.
+0.93%
+$22,730.77 
ACR Acres Commercial Realty Corp.
+0.92%
+$13,210.34 
CHCI Comstock Holding Companies, Inc.
+0.89%
+$18,221.07 
MPAA Motorcar Parts of America, Inc.
+0.56%
+$4,950.33 
ALOT Astronova Inc.
+0.04%
+$3,809.65 
MCDIF McDermott International Ltd.
0%
$0 
XTNT Xtant Medical Holdings Inc.
0%
$0 
NAII Natural Alternatives International Inc.
-5.99%
-$38,148.11 
LAB Standard Biotools Inc.
-5.33%
-$87,638.96 
HIT Health In Tech Inc.
-5.19%
-$62,335.29 
OPXS Optex Systems Holdings Inc.
-3.64%
-$26,782.12 
STRR Star Equity Holdings Inc.
-3.54%
-$113,810.04 
FTLF FitLife Brands, Inc.
-3.48%
-$18,188.43 
IRD Opus Genetics Inc.
-2.96%
-$17,732.55 
SWAG Stran & Co., Inc.
-2.56%
-$37,824.1 
CREX Creative Realities Inc.
-2.38%
-$93,356.32 
FLNT Fluent Inc.
-2.15%
-$36,812.97 
CURN Currency Exchange International Corp.
-2.11%
-$275,949.45 
NTWK Netsol Technologies Inc.
-1.93%
-$8,747.68 
DLHC DLH Holdings Corp.
-1.69%
-$225,284.64 
RGS Regis Corporation
-1.14%
-$35,955.73 
ELA Envela Corporation
-0.93%
-$187,246.6 
CZBS Citizens Bancshares Corp.
-0.88%
-$12,485 
RMNI Rimini Street Inc.
-0.8%
-$94,734.12 
OPRX Optimizerx Corporation
-0.68%
-$8,474.1 
ACU Acme United Corporation
-0.61%
-$140,837.91 
CPHC Canterbury Park Holding Corporation
-0.51%
-$1,167.12 
CSBR Champions Oncology, Inc.
-0.2%
-$1,113.38 
FCBM First Carolina Financial Services, Inc.
-0.16%
-$534.66 
HBIO Harvard Bioscience, Inc.
-0.15%
-$333.69 
KEQU Kewaunee Scientific Corporation
-0.11%
-$857.88 
BSVN Bank7 Corp
-0.1%
-$23,780.5 
AII American Integrity Insurance Group, Inc.
-0.04%
-$9,779.69 Events
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Dividends
Dividend Analysis
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No Data
| Trades 230 | Longs Won 141/230 61% | Profit Factor 3.99 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.07M |
| Average Win $525,644.68 | Best Trade (Aug 15) $9.66M | Sharpe Ratio -9.83 |
| Average Loss -$208,803.84 | Worst Trade (Aug 15) -$4.61M | Z-Score 1.72 (91.54%) |
| Commissions $0 | Avg. Trade Length 8m 1w | Expectancy $241,445.04 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 1,073 | 966 | 858 | 751 | 644 | 536 | 429 | 322 | 215 | 107 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ACCS Access Newswire Inc. | 20,396 | $218,849 | $101,368.12 | - | -$117,480.88 | -53.68% | +2.474% |
| ACFN Acorn Energy Inc. | 10,000 | $170,000 | $194,000 | - | $24,000 | 14.12% | +4.978% |
| ACNT Ascent Industries Co. | 884,483 | $10.17M | $13.31M | - | $3.14M | 30.87% | +1.483% |
| ACR Acres Commercial Realty Corp. | 101,618 | $1.95M | $1.45M | - | -$501,146 | -25.71% | +0.921% |
| ACU Acme United Corporation | 380,643 | $14.59M | $22.99M | - | $8.4M | 57.57% | -0.609% |
| AII American Integrity Insurance Group, Inc. | 977,969 | $18.84M | $23.46M | - | $4.63M | 24.56% | -0.042% |
| ALOT Astronova Inc. | 380,965 | $4.57M | $11.01M | - | $6.44M | 140.98% | +0.035% |
| AXR Amrep Corp. | 50,621 | $1.21M | $1.14M | - | -$73,990.02 | -6.1% | +1.442% |
| BSVN Bank7 Corp | 475,610 | $21.85M | $24.87M | - | $3.02M | 13.82% | -0.096% |
| BUKS Butler National Corporation | 1.42M | $3.41M | $6.75M | - | $3.34M | 97.93% | +3.939% |
| CHCI Comstock Holding Companies, Inc. | 121,473 | $2.18M | $2.07M | - | -$106,911.41 | -4.91% | +0.889% |
| CNTY Century Casinos Inc. | 136,001 | $236,643.45 | $174,081.28 | - | -$62,562.17 | -26.44% | +2.4% |
| CPHC Canterbury Park Holding Corporation | 14,589 | $299,075 | $229,484.97 | - | -$69,590.03 | -23.27% | -0.506% |
| CREX Creative Realities Inc. | 1.17M | $4.29M | $3.83M | - | -$465,179.62 | -10.84% | -2.381% |
| CRGO Freightos Ltd. | 289,198 | $802,127.89 | $390,417.3 | - | -$411,710.59 | -51.33% | +2.273% |
| CSBR Champions Oncology, Inc. | 111,338 | $733,347.89 | $564,483.66 | - | -$168,864.23 | -23.03% | -0.197% |
| CURN Currency Exchange International Corp. | 613,221 | $9.9M | $12.82M | - | $2.92M | 29.49% | -2.108% |
| CZBS Citizens Bancshares Corp. | 22,700 | $1.22M | $1.41M | - | $186,140 | 15.24% | -0.879% |
| DLHC DLH Holdings Corp. | 2.82M | $19.23M | $13.12M | - | -$6.11M | -31.75% | -1.688% |
| ELA Envela Corporation | 1.25M | $8.81M | $20.01M | - | $11.2M | 127.03% | -0.927% |
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FAQ
Which stocks have generated the highest profits for William Mueller?
The largest contributions to the portfolio's profits come from the following stocks: Opus Genetics Inc - $4.89M, Duos Technologies Group Inc - $3.04M, Electrovaya Inc - $2.03M, Friedman Industries, Incorporated - $1.69M, and Crawford United Corp - $1.61M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: BBX Capital Inc - $1.25M, Tela Bio Inc - $642,765.99, Red Robin Gourmet Burgers, Inc - $525,150.15, MdxHealth SA - $507,055.92, and Lipocine Inc - $367,466.12. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does William Mueller's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.26M earned over time. The largest contributors to dividend income include Bank7 Corp - $706,127.61, American Integrity Insurance Group, Inc - $661,373.1, BBX Capital Inc - $400,801, Acme United Corporation - $382,557.84, and Friedman Industries, Incorporated - $45,066.56. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are William Mueller's monthly returns?
William Mueller's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can William Mueller's strategy be considered aggressive or moderate?
William Mueller's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow William Mueller's strategy?
William Mueller's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
