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
Tracking: 0 Updated: Yesterday at 02:15 PM

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:
10.99%
Gain
Monthly
0.56%
Yearly
6.99%
Drawdown
30.68%
$208.87M
Equity
Holdings
$208.87M
Investment
$172.48M
$48.11M
Profit +$299,001.08
Realized
$11.72M
Unrealized
$36.39M
Dividends
$2.31M

Goals

Avg. 100% completed goals
Yearly
Gain > 5%
2026
100%
Yearly
Gain < 20%
2026
100%
Today
Compared To Yesterday
Gain
0%
Profit
$299,001.08
Win %
63%
This Week
Compared To Last Week
Gain
-4.47%
Profit
-$9.77M
Win %
63%
This Month
Compared to last month
Gain
-3.8%
Profit
-$8.26M
Win %
63%
This Year
Compared to last year
Gain
16.57%
Profit
$29.69M
Win %
66%
Star Equity Holdings Inc. logo
STRR Star Equity Holdings Inc.
+3.5%
+$123,294.21
Bank7 Corp logo
BSVN Bank7 Corp
+2.71%
+$647,544.2
KVH Industries Inc. logo
KVHI KVH Industries Inc.
+2.16%
+$32,698.05
Acres Commercial Realty Corp. logo
ACR Acres Commercial Realty Corp.
+2.03%
+$33,274.8
Butler National Corporation logo
BUKS Butler National Corporation
+1.67%
+$108,405.28
Opus Genetics Inc. logo
IRD Opus Genetics Inc.
+1.52%
+$29,527.6
Kewaunee Scientific Corporation logo
KEQU Kewaunee Scientific Corporation
+1.42%
+$11,474.15
American Integrity Insurance Group, Inc. logo
AII American Integrity Insurance Group, Inc.
+1.18%
+$185,336.36
Fluent Inc. logo
FLNT Fluent Inc.
+1.1%
+$13,559.36
Stran & Co., Inc. logo
SWAG Stran & Co., Inc.
+0.98%
+$9,948.28
Health In Tech Inc. logo
HIT Health In Tech Inc.
+0.94%
+$8,064.61
Red Robin Gourmet Burgers, Inc. logo
RRGB Red Robin Gourmet Burgers, Inc.
+0.85%
+$23,803.14
Ascent Industries Co. logo
ACNT Ascent Industries Co.
+0.73%
+$97,544.59
Holley Inc. logo
HLLY Holley Inc.
+0.54%
+$8,276.07
Xtant Medical Holdings Inc. logo
XTNT Xtant Medical Holdings Inc.
+0.41%
+$197.04
Amrep Corp. logo
AXR Amrep Corp.
+0.35%
+$4,555.89
Comstock Holding Companies, Inc. logo
CHCI Comstock Holding Companies, Inc.
+0.31%
+$5,983.4
Acme United Corporation logo
ACU Acme United Corporation
+0.25%
+$45,677.16
Canterbury Park Holding Corporation logo
CPHC Canterbury Park Holding Corporation
+0.25%
+$583.56
Motorcar Parts of America, Inc. logo
MPAA Motorcar Parts of America, Inc.
+0.24%
+$4,880.46
Netsol Technologies Inc. logo
NTWK Netsol Technologies Inc.
+0.23%
+$1,093.46
Heritage Global Inc. logo
HGBL Heritage Global Inc.
+0.08%
+$2,238.26
BBX Capital Inc. logo
BBXIA BBX Capital Inc.
0%
$0
Century Casinos Inc. logo
CNTY Century Casinos Inc.
0%
$0
Rimini Street Inc. logo
RMNI Rimini Street Inc.
0%
$0
Salem Media Group Inc. logo
SALM Salem Media Group Inc.
0%
$0
McDermott International Ltd. logo
MCDIF McDermott International Ltd.
-61.54%
-$446,688
Ekso Bionics Holdings, Inc. logo
EKSO Ekso Bionics Holdings, Inc.
-9.86%
-$165,875.94
Freightos Ltd. logo
CRGO Freightos Ltd.
-8.09%
-$31,811.78
MaxCyte, Inc. logo
MXCT MaxCyte, Inc.
-4.82%
-$18,461.56
Quest Resource Holding Corporation logo
QRHC Quest Resource Holding Corporation
-4.51%
-$17,735.22
Exagen Inc. logo
XGN Exagen Inc.
-2.59%
-$40,592.97
Friedman Industries, Incorporated logo
FRD Friedman Industries, Incorporated
-1.53%
-$87,346.98
Laird Superfood Inc. logo
LSF Laird Superfood Inc.
-1.3%
-$21,325.44
Envela Corporation logo
ELA Envela Corporation
-1.24%
-$332,033.78
Currency Exchange International Corp. logo
CURN Currency Exchange International Corp.
-1.24%
-$159,437.46
FitLife Brands, Inc. logo
FTLF FitLife Brands, Inc.
-1.17%
-$3,723.72
Access Newswire Inc. logo
ACCS Access Newswire Inc.
-1.15%
-$1,631.68
Legacy Education Inc. logo
LGCY Legacy Education Inc.
-1.04%
-$31,598
Acorn Energy Inc. logo
ACFN Acorn Energy Inc.
-0.96%
-$1,900
Identiv Inc. logo
INVE Identiv Inc.
-0.88%
-$480.07
Champions Oncology, Inc. logo
CSBR Champions Oncology, Inc.
-0.69%
-$4,453.52
Private Bancorp of America, Inc. logo
PBAM Private Bancorp of America, Inc.
-0.68%
-$10,800
Regis Corporation logo
RGS Regis Corporation
-0.6%
-$18,160.74
Creative Realities Inc. logo
CREX Creative Realities Inc.
-0.59%
-$15,267.58
DLH Holdings Corp. logo
DLHC DLH Holdings Corp.
-0.54%
-$80,325.51
Twin Disc Inc. logo
TWIN Twin Disc Inc.
-0.45%
-$11,121.6
Natural Alternatives International Inc. logo
NAII Natural Alternatives International Inc.
-0.44%
-$2,937.09
Lsi Industries Inc. logo
LYTS Lsi Industries Inc.
-0.39%
-$1,886
Birchtech Corp. logo
BCHT Birchtech Corp.
-0.29%
-$150
Lipocine Inc. logo
LPCN Lipocine Inc.
-0.27%
-$414.23
MdxHealth SA logo
MDXH MdxHealth SA
-0.16%
-$842.42
Optex Systems Holdings Inc. logo
OPXS Optex Systems Holdings Inc.
-0.08%
-$648.39
Astronova Inc. logo
ALOT Astronova Inc.
-0.02%
-$1,904.83
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Dividends

Dividend Analysis

Yearly
$
Trades
195
Longs Won
119/195 61%
Profit Factor
3.9
Profitability
Shorts Won
0/0 0%
Standard Deviation
$1.35M
Average Win
$543,683.27
Best Trade
(Jul 10) $17.36M
Sharpe Ratio
-9.81
Average Loss
-$218,242.72
Worst Trade
(Jul 10) -$3.91M
Z-Score
1.62 (89.51%)
Commissions
$0
Avg. Trade Length
8m 2w 4d
Expectancy
$246,727.5
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% 0.25%
Consecutive Losing Trades 957 861 766 670 574 478 383 287 191 96
Hover over the desired column for a detailed explanation.

Returns

Overall, Monthly
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
Account USV