A concentrated, high-conviction equity strategy with a verified 7-year live track record — generating 26.25% average annual returns since January 2019.
Full annual return history from auditable TD Ameritrade / Charles Schwab brokerage statements. No backtesting. No simulations. Real capital at risk.
| Year | WCM | S&P 500 | Excess |
|---|---|---|---|
| 2019 | 27.24% | 19.65% | +7.59% |
| 2020 | 45.88% | 16.11% | +29.76% |
| 2021 | 24.46% | 26.89% | –2.43% |
| 2022 | –27.99% | –19.44% | –8.55% |
| 2023 | 45.93% | 24.23% | +21.70% |
| 2024 | 42.86% | 25.18% | +17.68% |
| 2025 | 25.36% | 15.41% | +9.95% |
| AVG | 26.25% | 15.43% | +10.82% |
| Metric | WCM Result |
|---|---|
| Avg. Annual Return (2019–2025) | 26.25% |
| Estimated CAGR (2019–Apr 2026) | ~23.9% |
| Cumulative Return Since Inception | 348.74% |
| Years Outperforming S&P 500 | 6 of 7 |
| Avg. Annual Excess vs. S&P 500 | +10.81 ppts |
| Excess Wealth vs. S&P 500 | +$1,354,946 |
| Live Portfolio AUM (Apr 2026) | $3,788,438 |
Each portfolio independently beat the S&P 500 over the full 7-year period, sharing the same concentrated-growth philosophy with distinct investor profiles.
WCM's 23.9% CAGR places it in elite company alongside the most celebrated concentrated investors in history.
When the Nasdaq fell −33% in 2022, WCM declined −27.99% — then fully recovered with a +45.93% rebound in 2023, its second-best year on record.
Concentrated, high-conviction ownership of businesses reshaping their industries — with early and sustained exposure to the themes driving the next decade.
Early, concentrated exposure to NVIDIA, Broadcom, and the semiconductor ecosystem — positioned ahead of the 2023–2024 AI capex supercycle by years, not months.
Long-term ownership of secular compounders held through volatility — the platforms that will define global commerce, advertising, and cloud computing for decades.
Dual exposure to AI infrastructure spending and economic strength — financial institutions that benefit directly from technology investment and the broader wealth cycle.
Infrastructure, industrials, gold, and utilities provide resilience and a hedge against rate and inflation regimes — completing the portfolio's risk architecture.
After rising from Associate Trader to Head of Development at Clear Capital Group in Chicago, Trevor Wheeler is formalizing nearly a decade of parallel portfolio management into a formal, institutional-grade investment fund.
At Clear Capital, Trevor architected and deployed automated trading systems and execution pipelines in Python, R, and SQL — building real-time monitoring, post-trade analysis, and automation frameworks used daily by professional traders across equities, futures, and cryptocurrency. He gained deep fluency in market microstructure, Bloomberg Terminal workflows, and cross-asset dynamics.
This technical foundation — rare among fundamental investors — informs not just what WCM owns, but a deep understanding of how modern markets operate at a systems level.
MS Finance + MBA (Summa Cum Laude)
Illinois Institute of Technology
BS Applied Economics
University of Wisconsin–Madison
Beta Gamma Sigma Honor Society
Head of Development
Clear Capital Group (2024–Present)
Developer
Clear Capital Group (2022–2024)
Associate Trader
Clear Capital Group (2020–2022)
7+ Years Live
~23.9% CAGR
$3.79M AUM
348.74% Total Return
No backtests. No simulations.
Auditable brokerage statements.
Wheeler Capital Management is seeking its first outside investors. Accredited investors only, per Rule 501 of Regulation D.
7+ years of auditable returns from real brokerage accounts. 26.25% average annual return on actual capital. No simulations.
Built institutional trading systems professionally — a rare combination of fundamental investment conviction and technical infrastructure knowledge.
Concentrated in AI infrastructure (NVDA, semiconductors) years before the 2023–24 supercycle. Differentiated research, not luck.
Low turnover. Long holding periods. Many positions held since 2019. Every year of patience lets compounding do the heavy lifting.
Wheeler Capital Management is seeking its first outside investors. If you're looking for a concentrated growth manager with a verified 7-year track record, reach out today.