Jim Cramer thinks investors should follow the best mutual fund year to date, the American Growth Fund of America (AGTHX) run by James Rothenberg and Gordon Crawford. The fund is up a whopping 9.5%, beating all other mutual funds easily. Cramer explained that when a fund is doing so well, it’s inevitable that new investors will start to pour in new money into it. “AGTHX will be rolling in dough – a lot of dough,” Cramer said. Cramer thinks once more money rolls in the fund managers will just buy more of what’s working and more of what they already own. The biggest position held in the AGTHX is search king Google (GOOG). Cramer said the fund could easily double its $4 billion position in Google, because advertising dollars are moving from print to online much faster than anyone thinks. Cramer said Google is the cheapest growth stock he knows of. The second largest position at AGTHX is Oracle (ORCL). “Oracle enjoys a 13% growth rate and trades at just 13 times its earnings,” said Cramer. He thinks the American Growth Fund could easily double its position in Oracle. The third largest position is Cisco (CSCO), a stock Cramer holds in his charitable trust. Cramer said Cisco could trade up to $23 to $24 a share. The fund’s fourth largest position is in Apple (AAPL). Cramer believes the fund can triple its position in Apple. The fifth largest holding is Microsoft (MSFT), but Cramer thinks that position is questionable and he would advise buying it. The MSFT position does show how heavy the fund is invested in technology. “These tech names will rocket as the economy begins to recover, and with the American Growth Fund Of America also likely to be huge buyers of these names, its time to tag along and get long,” Cramer said. Get the scoop on tomorrow’s hottest trade ideas – TODAY! BeaconEquity.com PREMIER PICKS have an amazing track record. Join this select group and ride the profit wave!