Barrons cover story was about the best mutual funds but there were several interesting portfolios/stocks mentioned throughout the paper:

The Barrons Summary contains summaries of all the stocks mentioned where a bullish or bearish stance was taken. The stocks mentioned include Burger King, Ceridian, etc on the bullish side and DELL, MSFT, etc on the bearish side.

The cover story focused on the top fund families but featured a fund from each family. Here are the top US equity funds mentioned and all of their top portfolio holdings plus a description of the fund and returns.

State Farm Growth Fund
Deleware Large Cap Value Fund
Mutual Beacon Fund
Janus 20
GE US Equity Fund
RiverSource Dividend Fund

We provide additional color on the Barrons list of top insider purchases.

The latest companies being accumulated and attacked by activist hedge funds.

Barrons interviewed Michael Cahill, who runs the telecom group at Chilton Capital, a $4.5bb fund. Cahill was up 22% last year and 116% since 2000 versus -50% for the Nasdaq. The portfolio has excerpts from the interview and his top positions.

We added the Forward Emerald Growth Fund which was the subject of an interview at Barrons.com.