The top large-cap fund manager from the past 12 months shares the simple change he made that completely turned around his performance — and 13 stocks he loves now

• Portfolio manager David Miller built a top-performing fund based on following insider transactions.
• A strategy shift he made last year helped propel his fund to its best relative performance.
• Here are 13 stocks with compounding growth that Miller is bullish on right now.

Investors could spend countless hours studying a company by examining its regulatory filings and financial statements, but they’ll still never know as much about the business as the people who run it.