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Jim Cramer is one of the top watched TV personalities on CNBC. He is the host of Mad Money and also the co-founder and chairman of TheStreet.com. Nearly two hundred fifty thousand people watch his show daily on TV and most of these are ordinary investors trying to understand what’s going on in the market. Jim Cramer’s bullish and bearish stock picks on his show are the starting points for many investments made by these folks. Cramer makes several bullish calls in his show but he only buys a small proportion of these stocks for his charitable trust.

Insider Monkey compiled Jim Cramer’s top 25 stock picks for his charitable trust. These stocks account for 80% of Jim Cramer’s portfolio and their recent performance is indicative of Jim Cramer’s recent performance.

Stock

Portfolio Weight

Return (June'11)

American Express (NYSE:AXP)

4.9%

-3.4%

Apache Corp. (NYSE:APA)

4.8%

-3.9%

Prudential Financial Corp. (NYSE:PRU)

4.6%

-2.8%

Coca-Cola Company (NYSE:KO)

4.4%

-0.5%

PNC Financial (NYSE:PNC)

4.1%

-7.2%

Ensco PLC (NYSE:ESV)

4.0%

-0.1%

EMC Corp. (NYSE:EMC)

3.8%

-5.6%

Emerson Electric (NYSE:EMR)

3.7%

0.4%

Sanofi-Aventis (NYSE:SNY)

3.7%

-2.4%

Accenture PLC (NYSE:ACN)

3.6%

3.9%

Oracle Corp. (NYSE:ORCL)

3.6%

-5.5%

Caterpillar, Inc. (NYSE:CAT)

3.6%

-1.9%

Kohl's Corporation (NYSE:KSS)

3.5%

-4.3%

Starwood Hotels & Resorts (NYSE:HOT)

3.5%

-9.2%

Kellogg Co. (NYSE:K)

3.3%

-3.2%

Alcoa Inc. (NYSE:AA)

3.0%

-6.9%

Viacom, Inc. (VIA.B)

3.0%

0.1%

General Motors (NYSE:GM)

2.9%

-4.1%

Cummins, Inc. (NYSE:CMI)

2.8%

-4.3%

Juniper Networks (NYSE:JNPR)

2.7%

-16.9%

Express Scripts, Inc. (NASDAQ:ESRX)

2.7%

-9.4%

IBM Corp. (NYSE:IBM)

2.4%

0.6%

Bank of America (NYSE:BAC)

2.4%

-7.8%

Apple Inc. (NASDAQ:AAPL)

2.4%

-3.6%

Deere & Co. (NYSE:DE)

2.3%

-4.3%

Jim Cramer’s favorite stocks lost 3.9% so far in June, vs. a 3.5% decline in SPY. Of course, one month is a very short time period to determine whether someone is skilled or not. Billionaire hedge fund manager John Paulson, who made $5 Billion in 2010, lost more than 10% in June alone. This doesn’t mean that he is a terrible investor.

Seven of Jim Cramer’s top ten stock picks actually outperformed the market in June. Sanofi (SNY) lost 2.4% in June. Ken Fisher and Warren Buffett are among the prominent investors with large SNY positions. American Express is another stock that Jim Cramer and Warren Buffett have in their portfolios. A third stock Warren Buffett and Jim Cramer have in common is Coca-Cola (KO). Coca-Cola held up well in June, losing only 0.5% (See Warren Buffett other top holdings here). The best performing stock among these 10 names were Accenture. S&P recently announced that Accenture will be included in the S&P 500 index on July 5th, so this should boost Accenture stock price more next week.

Cramer also added some new stocks in his portfolio recently. Viacom is one of the most popular stocks among 300+ hedge funds we are following. Cramer agrees with the hedge funds and bought VIA-B for his charitable trust. Here is what Glenview Capital’s Larry Robbins said about Viacom:

We like the stability and growth of cable networks based upon the growing and recurring nature of affiliate fees, and we are in the recovery phase of ad spending coming off of the 08/09 recessionary pullback… the business remains highly cash generative with free cash flow equal to approximately 110% of net income.

Glenview likes Viacom because of its share buybacks. Robbins believes that’s the best way for Viacom to deploy its excess capital. Eric Mindich’s Eton Park, Chris Hohn’s Childrens Investment Fund, and Chase Coleman’s Tiger Global are extremely bullish about Viacom too.

There are two other stocks Cramer recently added to his portfolio. The newest additions are AT&T (NYSE:T) and Johnson Controls (NYSE:JCI). The portfolio weights for these two stocks were relatively small and didn’t make our list. However, some investors might want to focus on Jim Cramer’s freshest stock picks rather than his biggest positions. We believe Cramer’s largest stock holdings in his charitable trust are more appropriate to imitate Jim Cramer’s stock picks.

Source: 25 Stocks Jim Cramer Is Extremely Bullish About