Many of the most highly rated mutual funds sought solace and safety in conservative large-company stocks last year as the European sovereign debt crisis dragged on. Morningstar, the mutual-fund and stock-rating firm, regularly tracks the top holdings and portfolio changes of 26 of its highly rated funds run by veteran managers, including Donald Yacktman’s Yacktman Fund, Bruce Berkowitz’s Fairholme Fund, William Browne’s Tweedy, Browne Value and Warren Buffett’s Berkshire Hathaway, a holding company. Morningstar comes up with a short list of the most widely held stocks of the 26 funds and then whittles it down using its own stock ratings to end up with a portfolio of 10 stocks for what it calls the “ultimate stock pickers.” See full article from DailyFinance: http://srph.it/A1dhbo