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Baidu, Netflix Propel Top Stock Funds

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3. Berkshire Focus Fund (BFOCX), up 48% this year.

This $28 million fund is a whirling dervish of trading, with a portfolio turnover of 833%. Manager Malcolm Fobes III, on board since the fund's inception in July 1, 1997, is certainly "focused," with 28 stocks and 73% of the fund invested in the top 10, but considers them long-term growth stocks.

Fobes has wide latitude in his picks, as evidenced by the fund's second-largest allocation (8%), to restaurant chain Chipotle Mexican Grill (CMG). That can be forgiven as it has a return of 167% this year.

The rest of the top picks include all the usual suspects for a technology portfolio: Apple (AAPL), which is driving fund returns at a 23% allocation; Salesforce.com (CPR), 7% of the fund, and a 101% return; Chinese Internet search engine Baidu (BIDU), 6%, and with a 163% return; and Netflix (NFLX), 5% of the fund and carrying a 247% return.

The fund's most profitable pick is Acme Packet (APKT), with a 387% return this year. The fund was up 84% last year, after losing 57% of its value in 2008.

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