Date updated:08-11-2007
This portfolio identifies the top picks of Barron's/ Value line top mutual-fund managers. The Barron's/Value link rankings of top 100 U.S. mutual-fund mangers are beating the market at the end of June and for the year. The top 20 average 9% YTD beating the broad market's return of 5%.

-
CPE
Callon Petroleum - $3.37
- +24.35%
- $2.94
Scott Barbee manages the No. 1 ranked Aegis Value. Scott is adding to his holdings in Callon Petroleum and Spansion. Aegis was down 10% in the past month, but is beating the Russell 2000 Value benchmark for the year.

-
SPSN
Spansion Inc. - $0.21
- -4.55%
- $0.22
Scott Barbee manages the No. 1 ranked Aegis Value. Scott is adding to his holdings in Callon Petroleum and Spansion. Aegis was down 10% in the past month, but is beating the Russell 2000 Value benchmark for the year.

-
SMSI
Smith Micro Softw - $5.60
- -2.61%
- $5.75
Michael Corbett manages the No. 5 ranked Perritt Micro Cap Opportunites. Last year Perritt was ranked 13. Perritt had a 21% annualized return for the past 5 years ranking him ahead of 95% of his peers. Corbett recently purchased shares of Smith Micro Software, a wireless-communication software maker.

-
IBM
Intl Business Mac - $89.23
- +2.78%
- $87.11
Manu Daftary ranked 1st in the Aggressive Growth category. Daftary runs Quaker Strategic Growth fund ranked No. 9 overall. Manu is betting on IBM, STT and F. Ford is Daftary's top idea.

-
F
Ford Motor Co - $2.76
- +6.98%
- $2.64
Manu Daftary ranked 1st in the Aggressive Growth category. Daftary runs Quaker Strategic Growth fund ranked No. 9 overall. Manu is betting on IBM, STT and F. Ford is Daftary's top idea.

-
STT
State Street Cp - $44.27
- +6.60%
- $42.00
Manu Daftary ranked 1st in the Aggressive Growth category. Daftary runs Quaker Strategic Growth fund ranked No. 9 overall. Manu is betting on IBM, STT and F. Ford is Daftary's top idea.

-
FTEK
Fuel Tech - $11.96
- +4.36%
- $11.53
Jackson Robinson and Matthew Patsky run the Winslow Green Growth Fund No. 10 overall. Robinson and Patsky are betting on Fuel Tech (FTEK), an environmental-services company, for the next 12 months. The stock is up 35% this year to 33 and sports an outsized price/earnings multiple of 116. "Don't worry about that," says Patsky. "Earnings are growing rapidly."

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BGS
B&g Foods Inc - $5.58
- +0.36%
- $5.62
Jill Evans and Kevin Shacknofsky run the top ranked income fund Alpine Dynamic Dividend Fund. The Alpine Fund has returned 17% in the past three years, and ranked No.51. Alpine's manager's own BGS for the 6% yield, UBS for its decline and attractive yield and HCSG for its 10.5% yield.
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