10 of the Best Fund Managers Focused on Large-Cap Stocks [Video]

In an effort to find new stock picks for investors to research further, we often turn to the portfolio holdings of top concentrated fund managers. By our definition, the best fund managers running high-conviction portfolios have outperformed over full market cycles; they aren’t flash-in-the-pan successes who’ve beaten the market over a short time frame with a few lucky stock picks. They’ve endured.

Today we’re taking a deep dive into the investing playbooks of the most-adept stock-pickers running high-conviction strategies focused on US large-cap stocks. Our roster of best managers featured here met these screening criteria:

• They’re running actively managed funds that land in one of the large-cap stock US fund Morningstar Categories: large growth, large blend, or large value.
• They oversee a fund with at least one share class earning a Morningstar Medalist Rating of Gold with 100% analyst coverage.
• Management holds 100 stocks or fewer as of their most recently reported portfolios.

Ten concentrated funds investing in large-cap …