From Yahoo Finance: 2025-05-05 17:21:00

In the first quarter of 2025, the stock market faced uncertainty due to tariff policies, recession fears, and inflation. ClearBridge Investment reported S&P 500, NASDAQ, and Russell 1000 Growth Index declines. The growth sector suffered the most, with large-cap stocks affected by various headwinds, including Chinese LLM DeepSeek’s impact.

Portfolio managers Erica Furfaro and Margaret Vitrano highlighted their Large Cap Growth ESG strategy outperforming benchmarks. By being underweight in the “Magnificent Seven” and IT sector and balancing with strong stocks in communication and financial services, they generated higher relative returns. Adjusting to a “moving to the middle” approach, the fund is less sector-concentrated and more balanced across growth companies.

Newmont Corporation (NYSE:NEM) is a top-performing large-cap stock in 2025. With a market capitalization of $58.5B, 69 hedge fund holders, and a year-to-date performance of 34.75%, NEM operates globally as a leading gold mining company. The company announced divestitures in 2024 and reported a first-quarter net income of $1.9 billion, on track to meet 2025 guidance.

Ranked 10th on the list of best-performing large-cap stocks, NEM shows promise for growth. However, the potential for higher returns in a shorter time frame lies in AI stocks. A specific AI stock has shown significant gains in 2025, outperforming popular AI stocks. For more information on this promising AI stock, check out our report.

To curate the list of 11 best-performing large-cap stocks, the Finviz stock screener and Yahoo Finance were used. By aggregating stocks based on year-to-date performance and hedge fund sentiment, the list was compiled. Hedge fund stock picks have shown the potential to outperform the market, with a strategy returning 373.4% since 2014, surpassing benchmarks by 218 percentage points.

Read more: Is Newmont Corporation (NEM) Among the Best Performing Large Cap Stocks So Far in 2025?