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.
10. Shift4 Payments, Inc. (NYSE:FOUR)
5-Year Sales Growth: 34.94 %
Market Cap: $8.69 billion
Shift4 Payments, Inc. (NYSE:FOUR) is among the best stocks added to the growth stock portfolio.
On June 24, 2025, Shift4 Payments, Inc. (NYSE:FOUR) announced a scheme implementation agreement to acquire Smartpay Holdings. The acquisition was made for $0.74 per share in cash, valuing the company at approximately $183 million, which represents a 47% premium over Smartpay’s 90-day average. The agreement has the support of Smartpay’s board as well as its 13.3% stakeholder, Microequities Asset Management.
With this deal, Shift4 Payments, Inc. (NYSE:FOUR) is expected to expand its international footprint, particularly in Australasia’s SME payments sector. Furthermore, it would support the company’s broader growth strategy by integrating Smartpay’s local market share and POS technology.
Shift4 Payments, Inc. (NYSE:FOUR), which provides end-to-end commerce solutions, supports a vast range of sectors with its omnichannel card processing, mobile wallets, and alternative payments. It also offers cloud-based tools like SkyTab POS and Lighthouse.
9. Kinsale Capital Group, Inc. (NYSE:KNSL)
5-Year Sales Growth: 38.28 %
Market Cap: $11.11 billion
Kinsale Capital Group, Inc. (NYSE:KNSL) is one of the best stocks added to a growth stock portfolio.
Amid the company’s consistent underwriting discipline, strong ROEs above 20%, and expanding market share in the E&S segment, BofA initiated coverage on Kinsale Capital Group, Inc. (NYSE:KNSL) with a ‘Buy’ rating and a $543 price target on June 21, 2025. The analyst described the company as a ‘compounding business’, implying that its business model and financial performance are expected to build upon themselves and grow over time, generating increasing value. Furthermore, the analyst acknowledged that Kinsale Capital Group, Inc.’s (NYSE:KNSL) growth will slow temporarily; however, it sees this as a short-term issue that doesn’t impact the company’s long-term potential.
Kinsale Capital Group, Inc. (NYSE:KNSL) offers a wide range of specialty products across commercial and personal insurance segments by operating all across the U.S.
8. Genius Sports Limited (NYSE:GENI)
5-Year Sales Growth: 43.62%
Market Cap: $2.45 billion
Genius Sports Limited (NYSE:GENI) is included in our list of best stocks for a growth stock portfolio.
Citing the upcoming Q2 earnings as a critical driver, Benchmark maintained its ‘Buy’ rating on Genius Sports Limited (NYSE:GENI) with a price target of $12 on June 24, 2025. The analyst highlighted the NFL season, which will shortly follow the company’s Q2 earnings announcement in August, potentially having its impact on earnings as well. Moreover, the analyst expects material improvement in the company’s monetization in H2 2025 amid FanHub’s rollout across NFL-owned platforms and increasing advertiser interest. Benchmark also expects a boost in Genius Sports Limited’s (NYSE:GENI) long-term visibility following the recent extension of NFL rights until 2030.
Genius Sports Limited (NYSE:GENI) supports leagues, sportsbooks, and broadcasters with its data-driven infrastructure and monetization services.
7. Blackstone Inc. (NYSE:BX)
5-Year Sales Growth: 46.55%
Market Cap: $174.78 billion
Blackstone Inc. (NYSE:BX) is one of the best stocks in a growth stock portfolio.
Blackstone Inc. (NYSE:BX) reported an intra-quarter realization update, with its realized performance revenues and investment income estimated at over $425 million. This income also includes proceeds from closed exits and incentive fees, indicating robust monetization activity across its portfolios. Amid a cautious deal environment, this reflects Blackstone’s continued liquidity strength. The company announced the preliminary results on June 24, 2025.
Meanwhile, Bloomberg, on the same day, reported Blackstone’s plans to acquire a commercial mortgage-backed securities (CMBS) deal that exceeds $2 billion as part of a refinancing package. The proceeds are intended for reinvestment and CapEx purposes. The deal places a strong emphasis on the company’s active deployment strategy and structured credit strength.
Blackstone Inc. (NYSE:BX) is a global alternative asset management company focused on private equity, real estate, and credit markets. It ranks highly in our growth stock portfolio.
6. Alnylam Pharmaceuticals, Inc. (NASDAQ:ALNY)
5-Year Sales Growth: 52.37 %
Market Cap: $41.50 billion
Alnylam Pharmaceuticals, Inc. (NASDAQ:ALNY) is among the best stocks added in a growth stock portfolio.
BMO Capital maintained an ‘Outperform’ rating on Alnylam Pharmaceuticals, Inc. (NASDAQ:ALNY), announcing this on June 24, 2025. The analyst raised its price target on the company’s stock from $300 to $360. BMO Capital attributed this update to a drastic increase in Amvuttra sales for ATTR-CM, according to IQVIA tracking data, after the drug’s approval in March. Furthermore, the analyst cited the continued consistency of the company’s sales trends, reinforcing confidence in its commercial traction.
While short-term skepticism exists regarding the company’s revenue growth, Alnylam Pharmaceuticals, Inc.’s (NASDAQ:ALNY) consistent historical trend of revenue and pipeline growth supports its potential for continued growth.
Alnylam Pharmaceuticals, Inc. (NASDAQ:ALNY), a biopharmaceutical company, develops and markets RNAi therapeutics for rare and genetic diseases. The company has demonstrated consistent YoY revenue growth, making it part of the growth stock portfolio.
5. EchoStar Corporation (NASDAQ:SATS)
5-Year Sales Growth: 52.56%
Market Cap: $7.32 billion
EchoStar Corporation (NASDAQ:SATS) is one of the best stocks for a growth stock portfolio.
As announced on June 24, 2025, Citi maintained a ‘Neutral’ rating on EchoStar Corporation (NASDAQ:SATS), raising its price target from $27 to $28.50. The analyst cited its reevaluation of EchoStar’s potential value related to its spectrum assets. These assets include the company’s licenses for radio frequencies used for communication. Furthermore, Citi expects a strategic update to be announced by the company within 30 days. The analyst highlights its importance as this expected development would come at a critical time, as EchoStar approaches a bond-related interest payment milestone.
EchoStar Corporation (NASDAQ:SATS), a U.S.-based telecommunications company, delivers broadband, wireless, and satellite services through its Pay-TV, Retail Wireless, and BSS segments, and is also part of our growth stock portfolio.
4. MercadoLibre, Inc. (NASDAQ:MELI)
5-Year Sales Growth: 55.33%
Market Cap: $129.80 billion
On June 24, 2025, analyst Joao Soares announced a ‘Buy’ rating on MercadoLibre, Inc. (NASDAQ:MELI). The analyst attributed this update to the company’s improved credit quality, particularly in its FIDC portfolio. This improvement is evident from the decline in delinquencies over 90 days, implying that fewer customers are falling behind on payments.
This highlights the improvement in the effectiveness and health of its lending practice. Furthermore, a 24.8% share price return is projected for the company, reinforcing investors’ optimism toward the company. The company’s share price has risen roughly 48% over the past six months.
MercadoLibre, Inc. (NASDAQ:MELI), an Argentine company, operates online platforms for e-commerce and online retail auctions. Its platforms include Mercado Libre Marketplace, Mercado Pago fintech services, and logistics arm Mercado Envios. MELI makes it to our growth stock portfolio.
3. NVIDIA Corporation (NASDAQ:NVDA)
5-Year Sales Growth: 66.01%
Market Cap: $3.78 trillion
On June 24, 2025, Hewlett Packard Enterprise announced the launch of its expanded NVIDIA AI Computing by HPE portfolio at the HPE Discover event. This launch introduced modular AI factory solutions built on NVIDIA Blackwell GPUs, HPE Private Cloud AI with RTX PRO 6000 support, along with full integration of NVIDIA AI Enterprise software. Furthermore, HPE introduced a new ‘try and buy’ model, allowing customers to experience the AI solutions before purchasing. Over 75 use cases were showcased, including agentic AI for the financial sector.
Through this collaboration, NVIDIA Corporation (NASDAQ:NVDA) is set to strengthen its position in sovereign AI solutions and enterprise-grade deployments. Moreover, this partnership will allow NVIDIA to offer scalable infrastructure with post-quantum security, air-gapped data protection, and federated GPU pooling.
NVIDIA Corporation (NASDAQ:NVDA) manufactures GPU and AI platforms, serving a vast range of sectors, including gaming, data center, automotive, and professional visualization markets.
2. KKR & Co. Inc. (NYSE:KKR)
5-Year Sales Growth: 93.81%
Market Cap: $122.07 billion
Recently, on June 24, 2025, Assura Group, based in the UK, rejected KKR & Co. Inc. (NYSE:KKR)’s final bid of $2.3 billion in favor of a competitive offer of $2.4 billion from Primary Health Properties (PHP). The decision materialized after months of competitive bidding, eventually leading to the Assura board’s decision to take up PHP’s offer, considering it more favorable for shareholders.
KKR & Co. Inc. (NYSE:KKR) was ultimately outbid, despite having previously secured a tentative agreement. This represents a significant setback for KKR in its efforts to acquire Assura.
This decision is a reflection of the company’s strategic ambition as well as industry competition. Regardless of the setback, analysts remain positive about KKR’s fundamentals, given 12 ‘Buy’ ratings and a consensus price target suggesting over 16% upside.
The company is focused on targeted acquisitions and growth-inducing investments as a private equity and real estate investment firm, leading to a strong position in a growth stock portfolio.
1. Marathon Holdings, Inc. (NASDAQ:MARA)
5-Year Sales Growth: 240.21%
Market Cap: $5.37 billion
J.P. Morgan raised its price target on Marathon Holdings, Inc. (NASDAQ:MARA) from $18 to $19 on June 24, 2025. The analyst attributes it to the company’s Q1 results and updated bitcoin pricing and network hash rate data. Furthermore, Marathon Holdings, Inc.’s (NASDAQ:MARA) operational transformation and infrastructure expansion are key considerations in the analyst’s valuation.
The company achieved 54.3 exahashes per second in Q1 2025, which represents a 95% YoY increase. Meanwhile, its cost per petahash went down by 25%. While Marathon Holdings, Inc. (NASDAQ:MARA) experienced a net loss due to unrealized losses in bitcoin valuations, its revenue grew 30% to $213.9 million. Looking ahead, the analyst expects further improvements in energy efficiency and robust growth through vertically integrated operations.
Marathon Holdings, Inc. (NASDAQ:MARA), a U.S.-based cryptocurrency mining company, focuses on bitcoin mining infrastructure and energy-efficient data centers.
While we acknowledge the potential of MARA to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than MARA and that has 100x upside potential, check out our report about this cheapest AI stock.
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