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Best Performing ASX Stocks: UTRR’s Top Share Picks to Buy Now

Invest in our high performance expert research and discover what we’re watching today

It’s much easier for a small cap to double in size than for a large blue chip to grow 5%. That’s why UTRR focuses on small caps and why our record shows returns most investors never see from blue chips.
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UTRR’s Top Performing Stocks: The Track Record

These are verified, real world results from UTRR’s small cap coverage, not back tested projections.

Ticker:
1st tipped		 Return, Why we liked it, What drove the return?
1. NST:
Gold Mining
13 July 2016
@0.66		 +2900%
Why we liked it: A top CEO with extensive mining experience, sitting on a world-class gold mine.
What drove the return: It’s grown into a world-class gold producer.
2. EVN:
Gold Mining
18 March 2015
@$0.72		 +2188%
Why we liked it: A large gold resource.
What drove the return: It’s grown into a world-class gold producer.
3. PLS:
Lithium Miner
16 December 2021
@0.86		 +1583%
Why we liked it: Lithium was a growth resource essential to the future green economy.
What drove the return: It’s grown into a world-class lithium producer.
4. SXE:
Contractor
30 December 2020
@$0.365		 +1283%
Why we liked it: A quality contractor operating in the mining space. Giving exposure to the booming mining sector.
What drove the return: Well run, experts, mining sector.
5. GNG:
Contractor
20 March 2019
@#3.01		 +1184%
Why we liked it: A top CEO
What drove the return: Expert contractor.
6. NCK:
Retail
14 June 2012
@0.83		 +1183%
Why we liked it: Quality founder led business.
What drove the return: Sales, production on demand.
7. DTL:
Information Technology
21 November 2018
@0.965		 +1081%
Why we liked it: Quality IT stock with a broad product offering.
What Drove the return: Quality products
8. MAQ:
Information Technology
21 November 2018
@$0.965		 +673%
Why we liked it: Founder led IT company, switching into data centres.
What Drove the return: Delivering on management strategy and close client relationships.
9. ASB:
Industrial
19 May 2022
@0.40		 +693%
Why we liked it: World class manufacturer of naval ships with a contract with the US navy.
What Drove the return: Quality ship design and streamlined production. Re-rated into the index.
10. RMS:
Gold
14 February 2016
@1.06		 +366%
Why we liked it: Smaller West Australian Gold miner riding the gold price surge.
What Drove the return: Gold price. Management.

Prices and returns at at 2 September 2026

This is what UTRR’s analysts team produce. Great companies, discovered before everyone else catches on.
See Our Track Record

This is general information only and does not take into account your objectives, financial situation or needs. It is not a recommendation to buy, sell or hold any security. “Why we like it” commentary above is a summary only; full buy and sell research, risk ratings and price targets are reserved for UTRR members.

Why Australian Small Caps Outperform

Smaller companies can double its revenue in a year in a way a large blue chip simply cannot. That is the first reason they tend to outperform over time, but it is not the only one. Most Aussie small and micro caps receive little to no coverage from the big broking houses, since there is not enough brokerage revenue in following a company worth $100 million. That gap creates pricing inefficiency, and it means genuine mispricing can sit undiscovered for months. Investors who get in before it is picked up by institutional funds capture a re-rating that later arrivals miss.

Australia has more than 2,000 listed companies, and the majority are small and micro caps that no analyst follows. That is the opportunity, and it is exactly where ASX small cap stocks research earns its keep.

Richard Hemming’s approach is built around talking directly to management and reading between the lines of ASX announcements, rather than relying on the headline numbers everyone else already has.

Best Performing Stocks By Sector

Global demand triggering growth in key sectors.

Gold

Gold hit record highs in 2026, and UTRR’s best performing gold stocks ASX picks have benefited directly from that run.

Lithium

Lithium is recovering after the 2024 to 2025 downturn, and UTRR’s best performing lithium stocks ASX picks are positioned for the next leg of the cycle.

AI and Data Centres

AI and data centre themes are driving technology, with UTRR’s ASX top tech picks concentrated on those with genuine enterprise demand behind them. See the best performing tech stocks ASX sector page for more.

Copper and Uranium

Copper and uranium demand is rising, and mining remains a key area for an individual investor. See the best performing mining stocks ASX sector page for more.

Stay Ahead of the Australian Market: How UTRR Picks Its Top Gainers

No competitor publishes their methodology in detail. UTRR does, because the process is the product.

This is the research approach behind every recommendation.

Looking for our current recommendations?

Small Caps

Staying focused on under $300 million, where big funds cannot play

Balance Sheet

Checking balance sheet quality and avoiding those that will dilute shareholders

Growth

Looking for growth faster than the market has priced in

The catalyst

Identifying the catalyst, the specific upcoming event that could provide a re-rating event.

Management

Interviewing management, not just reading the annual report.

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ASX Shares To Buy Now: UTRR’s Current Picks

The easy ASX small cap stocks pick is Paladin Energy $PDN. We first tipped $PDN at $4.20 in April 2021. Beyond that, UTRR’s analysts are watching select small cap uranium stocks ASX including developers and explorers that are yet to be fully re-rated by the market, exactly the kind of under the radar opportunity our research is built to find.

Elders (ELD)

What they do:Elders Limited (ELD) is an Australian agribusiness company provides livestock, real estate, feed and processing, wool agency services, financial planning, grain marketing services to rural and regional customers.

Sector Food
MC $1225m
SP $5.85 (at 2 Sept 2026)

Why we like it now: A sell off after disappointing H1FY26 earnings creates a fresh opportunity to establish a long-term position in a core business at the heart of Australia’s rural sector. The annual 36 cents dividend provides strong support, so we upgrade again.

Mystate (MYS)

What they do: Diversified financial services group listed on the ASX and is a provider of banking, trustee and wealth management services to customers across the country through our retail brands – MyState Bank and Tasmanian Perpetual Trustees.

Sector Lender
Market Cap $848m
Share Price $4.975 (at 2.9.26)

Why it’s on our radar: There is higher risk being more focused than Australia wide banks, but there is a growth run-way for Queensland growth leading up to the Brisbane 2032 Olympics.

Lynas Rare Earths (LYC)

What they do: A producer of rare earth materials for global manufacturing supply chains in east Asia, Europe and North America.

Sector Developer
Market Cap $15973m
Share Price $15.87 (at 2 Sept 2026)

Why it’s on our radar: Strategic appeal of the world’s largest non-China rare earths producer with major expansion and production diversification in development.

Dug Technology (DUG)

What they do: Specialises in seismic data analysis, analytical software development, and computing (HPC).

Sector Information Technology
Market Cap $262M
Share Price $1.94 (at 2 September 2026)

Why it’s on our radar:High risk investment in a niche technology and proprietary hardware provider servicing the oil & gas industry. With a couple of dominate players there is also potential for corporate action.

Full Analysis

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Access our full buy | sell | hold analysis and research here.

This is general information only and does not take into account your objectives, financial situation or needs. It is not a recommendation to buy, sell or hold any security. “Why we like it” commentary above is a summary only; full buy and sell research, risk ratings and price targets are reserved for UTRR members.

UTRR’s Top Performing Stocks: The Track Record

These are verified, real world results from UTRR’s small cap coverage, not back tested projections.

FAQs

Questions Answered

Some of the strongest long term gains have come from small caps that were under researched at the time they were recommended.

UTRR’s own record includes NST, EVN, PLS, SXE, MAQ, NCK, GNG, DTL, ASB and RMS, which delivered gains of several hundred percent from their original entry points.

The reliable approach is to look past the major top 50 and view the small cap end of the market, where coverage is thin and mispricing is more common.

Independent research services such as UTRR exist specifically to surface these opportunities before the broader market catches on. It’s important to diversify and build a portfolio. Also consider dividend paying Australian securities, both the largest and the smaller growth focussed stocks.

A combination of factors: revenue or production growth that is faster than the market has priced in, a clean balance sheet, a clear catalyst on the horizon, and a lack of existing institutional ownership that leaves room for a re-rating.

That depends on your risk appetite and time horizon. UTRR’s current small cap picks, with risk ratings for each, are available to members and are updated regularly as conditions change.

UTRR’s published picks have significantly outperformed ETFs and the broader market over the periods shown in the record table above, largely because small caps are capable of far larger percentage moves than the index’s large cap constituents.

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It’s much easier for small cap stocks to double or triple in revenue & size than for large Blue Chip to grow 5 or 10%.

Richard Hemming_w

Richard Hemming
Head of Investments

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Learn More on the Blog

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We filter 2,000+ ASX companies so you don’t have to.

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Independent research will drive results. remove emotion.

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Across the fastest growing sectors like energy, tech, and finance.

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Manage market volatility with timely advice.

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Our small cap stocks have delivered.

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Average return from all 300+ Small Caps

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Looking for stocks that offer growth & strong earnings potential?

Our analysts have handpicked the 5 best stocks to buy in 2024.

These top picks focus on companies with a proven track record of delivering value, whether through capital appreciation, dividends, or growth in earnings per share (EPS). Get started for just $50

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