Anglo Gold and Nova Gold owned by John Paulson

Anglo Gold Ashanti Limited has performed well throughout 2015 and is up 9.9% over the past month and 7.4% year-to-date. Over the past month, the gold mining and exploration company has climbed 28.8%. The stock has been in Paulson's portfolio for years, and as of his latest 13F filing, he owns 26.2 million shares worth $244.8 million.

Nova Gold Resources (NG) has been another gold-related bright spot for Paulson, who as of the end of the second quarter owns 35.6 million shares worth $104.9 million. 

The stock, which the billionaire hedge fund manager has owned since early 2010, is up 28.8% year-to-date and 1.6% over the past month alone.

Paulson's stake in Whiting Petroleum doing better recently

Oil and gas company Whiting Petroleum has been hit hard by falling oil prices, and its price has fallen 38.9% year-to-date through market close Thursday. However, things have been going better for the stock as of late, and it has gained 18.4% over the past 30 days. Whiting Petroleum ticked higher last week, getting a boost from positive import data from China and a subsequent jump in oil.

Paulson has had a stake in Whiting Petroleum since 2013. This year, he has reduced his position slightly, but as of his latest 13F filing, he still owns 12.4 million shares worth $417.3 million.