Facebook (FB) - Get Report shares are surging in the wake of its Street-beating third-quarter earnings report. Michael Sansoterra, portfolio manager for the RidgeWorth Large-Cap Growth Stock Fund (STCAX) - Get Report , said the social networking giant's stock -- already up 40% in 2015 -- has more room to run.
"We think Facebook can continue to grow north of 30% for the next few years," said Sansoterra. "They are taking market share from traditional places where advertising goes, like print media and television. And they are growing their user base."
The RidgeWorth Large Cap Growth Stock fund is up almost 11% so far this year, according to fund-tracker Morningstar. The fund is outperforming 90% of its peers in Morningstar's large-cap growth category.
Sansoterra is also bullish on Vulcan Materials (VMC) - Get Report , which has seen its shares jump over 49% year to date. He said the asphalt company does not need a severe winter to outperform because expectations are so low and pricing power is so high.
"There are not a lot of industrial companies that are actually getting volume and pricing increases," said Sansoterra. "We think they can earn north of double what they are earning right now in the next couple of years."
Under Armour (UA) - Get Report shares are up almost 41% thus far in 2015, and the company is spending a ton to compete with Nike (NKE) - Get Report , yet Sansoterra said the athletic-wear maker has what it takes to stay in the game because of its impressive digital marketing strategy.
"We see a lot of growth opportunity for Under Armour to continue to beat up on Nike, but Adidas (ADDYY) more so," said Sansoterra.
Finally, Sansoterra is a fan of Amazon (AMZN) - Get Report , which has seen its shares soar over 110% year to date. He said he likes the online e-commerce giant "primarily for its retail business and their ability to add third party partners."