Should You Consider Adding Hilton Grand Vacations (HGV) to Your Portfolio?

Aristotle Capital Boston, LLC, an investment advisor, released its “Small/Mid Cap Equity Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S. small/mid-cap equities reported solid results in the third quarter, driven by a favorable macroeconomic backdrop. In the third quarter, the strategy delivered a return of 2.57% net of fees (3.07% gross of fees), underperforming the 9.00% total return of the Russell 2500 Index. For more information on the fund’s best picks in 2025, please check its top five holdings.

In its third-quarter 2025 investor letter, Aristotle Capital Small/Mid Cap Equity Strategy highlighted stocks such as Hilton Grand Vacations Inc. (NYSE:HGV). Hilton Grand Vacations Inc. (NYSE:HGV) is a timeshare company that manages vacation ownership resorts. The one-month return of Hilton Grand Vacations Inc. (NYSE:HGV) was -5.47%, and its shares gained 10.44% of their value over the last 52 weeks. On October 31, 2025, Hilton Grand Vacations Inc. (NYSE:HGV) stock closed at $41.45 per share, with a market capitalization of $3.546 billion.

Aristotle Capital Small/Mid Cap Equity Strategy stated the following regarding Hilton Grand Vacations Inc. (NYSE:HGV) in its third quarter 2025 investor letter:

"Hilton Grand Vacations Inc. (NYSE:HGV), is a leading global timeshare company that develops, markets and operates a system of brand-name, high-quality vacation ownership resorts in select vacation destinations, under the brand names: Hilton Vacation Club, Hilton Grand Vacation Club, Hilton Club. HGV’s proprietary relationship with Hilton Worldwide Holdings (HLT) allows it to market exclusively to HLT’s 180 mil Hilton Honors members to capitalize on growing demand for travel. Recent acquisitions broadened the company resort base to include properties appealing to higher income consumers."

Hilton Grand Vacations Inc. (NYSE:HGV) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 32 hedge fund portfolios held Hilton Grand Vacations Inc. (NYSE:HGV) at the end of the second quarter, up from 31 in the previous quarter.  In the third quarter of 2025, Hilton Grand Vacations Inc.'s (NYSE:HGV) total revenue before cost reimbursement grew 12% to $1.3 billion. While we acknowledge the potential of Hilton Grand Vacations Inc. (NYSE:HGV) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

In another article, we covered Hilton Grand Vacations Inc. (NYSE:HGV) and shared the list of best and cheap stocks to buy. In addition, please check out our hedge fund investor letters Q3 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.