In this article, we will take a look at the 11 Best Mineral Stocks to Invest In.
In 2025, geopolitics influenced mining and metals developments and investment decisions. The unusual amount of unpredictability, caused by rapidly changing policies in the United States and China, pushed markets into a deal cycle dominated by politics rather than pricing and supply/demand expectations. Meanwhile, the mining sector in 2026 appears to be heading into a distinct path. Precious metals manufacturers are expecting a solid year, with prices rising significantly faster compared to costs, likely leading to record-breaking returns.
Global gold production was projected to increase in 2025, with growth extending through 2027 before slowing after 2030, as major mines age and ore grades fall. Looking specifically at 2026, global gold production is expected to increase by 7% year-over-year to 72.8 million ounces.
Silver also performed well in 2025, at times exceeding gold, with both metals reaching their highest end-of-day prices. Silver remains upbeat, supported by solid industrial demand through green energy projects, tightening supply, and its status as a safe-haven commodity.
Meanwhile, the UN predicts that the market for critical minerals that fuel technology will triple by 2030 and quadruple by 2040. Regarding this, Undersecretary-General Rosemary DiCarlo said the following at a signature event:
“A decade ago, minerals such as lithium, cobalt and nickel had limited strategic importance. Today, they underpin the technologies powering the digital economy and the energy transition.”
Back in 2023, DiCarlo described critical minerals as one of the biggest drivers of the current economy, estimating that trade in raw and semi-processed minerals would reach around $2.5 trillion.
Our Methodology
To compile our list of the 11 Best Mineral Stocks to Buy According to Hedge Funds, we used the Finviz screener to identify companies operating in the gold, silver, iron, aluminum, coking coal, and lithium sectors. We ranked these stocks based on hedge fund sentiment, using Insider Monkey’s Q3 2025 hedge fund database.
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 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).
11. Aura Minerals Inc. (NASDAQ:AUGO)
Aura Minerals Inc. (NASDAQ:AUGO) ranks among the best mineral stocks to invest in. On February 27, Aura Minerals Inc. (NASDAQ:AUGO) announced its fourth-quarter 2025 financial results, which revealed a significant disparity between operational efficiency and financial performance. The company reported earnings per share of $1.39, coming in shy of the projected $1.43, and revenue of $322 million, compared with the $332.94 million forecast.
Despite these missed targets, Aura’s operational statistics revealed a different picture, with record quarterly gold-equivalent production and significant year-over-year increases in key performance metrics. Aura Minerals Inc. (NASDAQ:AUGO) recorded its highest quarterly production, totaling 82.1 thousand gold equivalent ounces (GEO) in Q4 2025, representing an 11% increase from the quarter prior and a 23% year-over-year improvement.
Meanwhile, the company’s fourth-quarter adjusted EBITDA increased to a record $207.9 million, up 37% quarter-over-quarter and a staggering 162% year-over-year.
Aura Minerals Inc. (NASDAQ:AUGO) is involved in the development and operation of gold, copper, and base metal projects throughout the Americas.
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