The S&P 500 might be up more than 10% this year, but let’s be real, that’s not much to brag about.
Global markets are leaving it in the dust. European stocks are up a wild 26%, Asian markets have gained over 20%, and even Canada’s smaller market is outperforming the US.
A weaker dollar has added to the pain for US investors, making foreign returns look even sweeter.
However, one thing you need to know is, not every US fund is stuck in the slow lane. A handful of smartly managed funds are outpacing the S&P in a big way, thanks to bold strategies and some unexpected stock picks.
Meet the Standout Performers
Alger Focus Equity
If there’s one fund that deserves the spotlight, it’s Alger Focus Equity. This large-cap growth fund has returned a jaw-dropping 27.6% year-to-date and 127.2% over the last three years. Managed by Patrick Kelly and Dr. Ankur Crawford, this fund isn’t afraid to be bold.
Instead of sticking with the usual mega-cap tech giants, Alger Focus leans into unique opportunities like AppLovin, Talen Energy, and Sea Limited. That willingness to explore off-the-radar names is what’s paying off big.
For investors who want serious growth without following the crowd, this fund’s track record speaks for itself.
BCM Vitruvius US Equity Fund
The BCM Vitruvius US Equity Fund is another standout, matching Alger’s 27.6% YTD return and posting a solid 74.3% gain over the last three years. It is managed by Suvretta Capital Management, this fund balances large and mid-cap picks to deliver consistent performance.
Going beyond the “usual suspects.” Major holdings like Dick’s Sporting Goods, Apollo Global Management, and Danaher are quietly driving big wins. For investors looking for growth with a diversified approach, this fund is proof that thinking outside the traditional “tech-heavy” box can really pay off.
Artisan US Focus Fund
Then there’s the Artisan US Focus Fund, which has delivered 18.7% YTD and a solid 57% gain over the past three years. Managed by Christopher Smith, this large-cap fund takes a disciplined yet creative approach to growth.
It’s not just holding Apple and Microsoft like everyone else. Instead, you’ll find names like General Electric, Rolls-Royce, and Synopsys, a unique mix that positions the fund to benefit from industrial and tech trends at the same time.
For investors who appreciate balance with a touch of boldness, Artisan is a fund to keep on the radar.
Morgan Stanley’s US Insight Fund
Morgan Stanley’s US Insight Fund is an all-cap growth strategy fund that is up 18.4% YTD and has delivered an 83.4% return over three years. Managed by Dennis Lynch, this fund thrives by tapping into innovative companies that aren’t on everyone’s radar yet.
Positions in Cloudflare, Roblox, and Affirm Holdings have added rocket fuel to its performance. This strategy makes it a great pick for investors looking to mix innovation with proven portfolio management, especially in a market that rewards agility.
New Capital US Future Leaders Fund
Last but not least, the New Capital US Future Leaders Fund has been quietly building impressive returns. It’s up 18.3% YTD and boasts a 63.2% gain over the last three years. Managed by Mike Clulow, this fund zeroes in on mid-cap innovators that are shaping tomorrow’s markets.
With holdings like Alnylam Pharmaceuticals, Vertiv Holdings, and Veeva Systems, it’s focused on sectors where growth potential is still untapped.
For investors willing to ride the wave of the “next big thing,” this fund offers both excitement and strong fundamentals.
What Investors Can Learn
What ties these winners together is smart stock selection and a willingness to zig when others zag. Instead of sticking with the usual mega-cap giants, these funds are finding growth in under-the-radar names that are now paying off.
If you’re building your portfolio, there’s a big lesson here. Don’t just chase the index. Look for funds that think differently, have proven managers, and aren’t afraid to bet on the next wave of leaders.
