In this article, we will discuss the Growth Stock Portfolio: 12 Companies with At Least 30% Annual Growth Rates.
As we speak in mid-2025, the U.S. equity market continues to show modest gains. The NASDAQ exchange is up 4.44% YTD, while the broader market is advancing by 4.41% YTD. Amid increased macroeconomic uncertainty, the growth has become sluggish since 2023, a year in which the market demonstrated a strong rebound.
Meanwhile, amid persistent inflation concerns linked to newly proposed import tariffs, the Federal Reserve has kept interest rates steady during June 2025. The rate cuts are still expected in the second half of the year; however, Fed Chair Jerome Powell has emphasized caution by pointing toward inflationary risks stemming from cost pass-throughs to consumers.
Amid this uncertain macroeconomic environment, the outlook for growth stocks remains robust. Investors have already factored in the potential impact of tariffs, while there’s still hope that the economy will slow down in a controlled manner, avoiding a harsh recession. Furthermore, global trade tensions are expected to ease as trade discussions around tariffs become more favorable.
With this backdrop in mind, companies growing at over 30% stand out as compelling candidates for a growth stock portfolio. These stocks offer both fundamental strength and long-term growth potential.
Thus, let’s move on to our Growth Stock Portfolio: 12 Companies with At Least 30% Annual Growth Rates.
Methodology
To curate our Growth Stock Portfolio: 12 Companies with At Least 30% Annual Growth Rates, we used Finviz stock screener to narrow down companies with over 30% YoY revenue growth in the past five years, boasting a market capitalization of at least $2 billion as of the time of writing this article. We ranked the stocks based on the YoY revenue growth percentage.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
12. Lantheus Holdings, Inc. (NASDAQ:LNTH)
5-Year Sales Growth: 34.32 %
Market Cap: $5.59 billion
Lantheus Holdings, Inc. (NASDAQ:LNTH) is one of the best stocks for a growth stock portfolio.
B. Riley lowered its price target on LNTH from $122 to $109, maintaining a ‘Buy’ rating on June 24, 2025. This reduction follows the company’s profitability pressures despite the top-line growth. On one hand, the revenue for Q1 2025 rose 0.8% YoY, while on the other hand, adjusted earnings per share (EPS) fell by 9.5% to $1.53 per share.
Meanwhile, Lantheus Holdings, Inc. (NASDAQ:LNTH) is making strategic moves amid margin pressures. Its strategic moves include the acquisition of Evergreen Theragnostics and Life Molecular Imaging. Looking ahead, the company plans to divest from its SPECT segment to SHINE Technologies. These initiatives highlight the company’s efforts to reinforce its PET-focused pipeline and strengthen its long-term position in radiotherapeutics.
Lantheus Holdings, Inc. (NASDAQ:LNTH) is a developer of radiopharmaceutical and imaging solutions. Its portfolio consists of PET imaging agents like PYLARIFY, ultrasound contrast DEFINITY, and AI-driven imaging software.
11. Goosehead Insurance, Inc (NASDAQ:GSHD)
5-Year Sales Growth: 34.37%
Market Cap: $3.80 billion
Goosehead Insurance, Inc (NASDAQ:GSHD) is one of the best stocks in a growth stock portfolio.
BMO Capital raised its price target on Goosehead Insurance, Inc (NASDAQ:GSHD) from $90 to $120 on June 24, 2025. Maintaining a ‘Market Perform’ rating, the analyst cited ongoing productivity improvements that would lead to a $0.07 increase in the company’s Q4 estimate to $0.39 per share. Furthermore, the broader market is being valued at a higher level, which is helping analyst to push up their price target. Although the analyst sees a limited short-term visibility, it highlighted the company’s hiring momentum and improved agent efficiency as key drivers of its revenue upside through year-end.
Goosehead Insurance, Inc (NASDAQ:GSHD), which is a parent company of Goosehead Financial, LLC, offers personal lines insurance agency services in the U.S. It offers coverage for homeowners, automobiles, flood, excess liability, general liability, and small business insurance.
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