GROW Funds

What GROW Funds does

GROW Funds LLC is a privately held Registered Investment Advisor based in La Jolla, California, founded in 2012 by Carl Wiese (CIO and Portfolio Manager) and Mike Collins. The firm provides separately managed accounts (SMAs) to institutional and qualified investors across three mandate orientations — Growth, Income, and Capital Preservation — and operates a Small Cap Equity Long/Short hedge fund for accredited investors. An average SMA portfolio size of approximately $1.5 million and a customer base described as "thousands of clients" imply a multi-billion-dollar AUM book managed by a lean four-person investment team.

GROW's investment process is built on four documented pillars (Idea Generation, Portfolio Construction, Investment Selection, and Risk Management) and combines proprietary custom screening models with bottom-up fundamental equity analysis. The firm's research engine draws on a network of 100+ resources, attendance at 50+ industry and brokerage conferences annually, and more than 10,000 cumulative company meetings. Portfolio construction is concentrated, typically holding fewer than 36 names to balance diversification with active conviction.

Revenue is generated through advisory fees on SMA assets under management and management/performance fees on the hedge fund; pricing is not publicly disclosed and hedge fund access is gated by capital and risk requirements. Distribution is direct — institutional and high-net-worth sales supported by a Managing Director of Sales and Client Service — augmented by content marketing through quarterly investor letters, a fact-sheet library across four SMA mandates, an investor slide deck, and earned media coverage including a 2025 MarketWatch feature. The firm has accumulated 35+ Barclay Hedge awards over the last 10 years in the equity long bias category.

Name

GROW Funds

Legal name

GROW Funds LLC

Website

https://growfundsllc.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

1–10 employees

Short description

GROW Funds is a La Jolla, California-based Registered Investment Advisor offering separately managed accounts and a Small Cap Equity Long/Short hedge fund to institutional and accredited investors through proprietary screening models and fundamental bottom-up research.

Ownership category

akta.pro rank

Product category

Investment Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Other Investment Pools and Funds (5259)

SIC

Investment Advice (6282)

akta.pro primary industry

Institutional Separate Accounts & SMAs (Mandates) (FSAAAGAL)

Keywords

• Investment advisory services
• Separately managed accounts
• Hedge fund management
• Equity long short
• Wealth management

Headquarters

HQ city

La Jolla

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Separately Managed Accounts: Tailored investment solutions for individual clients with separate managed accounts based on their specific needs for Growth, Income, and Capital Preservation. Revenue generated through advisory fees on assets under management.
2. Hedge Fund Solutions: Hedge fund offerings for qualified investors (accredited investors needing to satisfy certain capital and risk requirements). Revenue generated through management fees and potentially performance fees.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

GROW Funds LLC is a Registered Investment Advisor that offers separately managed accounts (SMAs) for institutional and individual clients, built around tailored investment strategies for Growth, Income, and Capital Preservation objectives. The firm also runs a Small Cap Equity Long/Short hedge fund (L.P.) available to accredited investors, leveraging proprietary screening models, fundamental bottom-up research, and a disciplined four-pillar investment process.

Product overview

GROW Funds operates as a single unified investment advisory platform offering two core product lines: (1) Separately Managed Accounts tailored to individual client objectives for Growth, Income, and Capital Preservation, and (2) a Small Cap Equity Long/Short Fund (L.P.) hedge fund for qualified/accredited investors. The firm supports its advisory services with a suite of investor materials including Aggressive Growth, Growth, Growth & Income, and US Small Cap Growth fact sheets, plus an Investor Slide Deck. All offerings are anchored by the firm's disciplined, repeatable investment process built on four pillars: Idea Generation, Portfolio Construction, Investment Selection, and Risk Management.

Differentiator

Problem solved

Functional benefit

Products and services

• Separately Managed Accounts Tailored investment accounts built around the firm's disciplined investment process, customized for each client's objectives across Growth, Income, and Capital Preservation. Portfolios are constructed from individually selected stocks based on deep research and continuous monitoring, with active rebalancing as client goals change.
• Small Cap Equity Long/Short Hedge Fund (L.P.) A limited-partnership hedge fund vehicle investing in small-cap equities on a long/short basis with active risk management. Available to accredited investors who satisfy the fund's capital and risk requirements. The fund has delivered strong recent performance, including 175% net return in 2025 and 4.18% in Q1 2026 outperforming Russell 2000 Growth, HFRI Equity Hedge, and HFRI Fundamental Growth indices.

Quantifiable outcome

• 175% net return for hedge fund in 2025
• +3 more outcomes

Named customers2 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Scale indicators7 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Polen Capital: Concentrated growth equity manager offering SMAs, mutual funds, and a small-cap growth strategy to institutional and high-net-worth clients. Comparable in concentrated, quality-growth philosophy and small-cap growth SMA product, but operates at much greater scale and brand recognition.
• Alger: Long-tenured U.S. growth equity manager with SMA, mutual fund, and small/mid-cap growth strategies sold to institutional and wealth channels. Comparable in growth-equity DNA and small-cap growth product presence, but with materially larger AUM and broader product set.
• Westwood Holdings Group: Established, publicly traded asset manager with multiple small/mid-cap and large-cap equity strategies, serving institutional and wealth channels. Comparable in U.S. small-cap value/growth exposure and SMA model, though it is significantly larger and broader than GROW Funds.

Direct peers

• Royce Investment Partners: Long-standing small-cap equity specialist offering SMAs, mutual funds, and institutional strategies built on fundamental bottom-up research. Highly comparable to GROW Funds in U.S. small-cap focus, concentrated portfolio construction, and institutional/qualified-investor distribution.
• Wasatch Advisors: Boutique U.S. asset manager specializing in small-cap and micro-cap growth equity strategies, offering SMAs and mutual funds with a fundamentally driven, research-intensive process. Directly comparable to GROW Funds in target segment, strategy style, and boutique distribution model.
• Cardinal Management: Boutique equity manager focused on U.S. small- and mid-cap growth for institutional and high-net-worth clients, with concentrated portfolio strategies. Comparable in customer type, product mix (SMAs with growth orientation), and fundamental research-driven process.
• Ranger Investment Management: Boutique small- and mid-cap growth equity manager offering SMAs and a long/short strategy to institutional and high-net-worth clients. Closely comparable to GROW Funds in strategy, customer base, and SMA-plus-hedge-fund product mix.
• Tocqueville Asset Management: Boutique asset manager running fundamental small-, mid-, and large-cap equity strategies for institutional and high-net-worth investors, with a long-only and long/short product set. Comparable in fundamental bottom-up research approach and institutional SMA distribution.
• Perimeter Capital Management: Independent, employee-owned investment manager offering small- and mid-cap value and growth SMAs to institutional and private clients. Comparable to GROW Funds in target market (U.S. small/mid-cap), boutique positioning, and direct institutional sales motion.
• Pekin Hardy Strauss: Boutique wealth and investment manager offering small- and mid-cap equity SMAs to high-net-worth and institutional clients. Directly comparable in target market, product format (SMAs), and small-cap growth orientation.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/growfundsllc

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about GROW Funds