Many investors have portfolios of 30, 50, or even more stocks, but contributor Brian Withers takes a more concentrated approach with just 19 stocks in his personal portfolio. In this Fool Live video clip, recorded on July 9, Withers gives viewers a rundown of all 19 stocks as well as some context behind his investment strategy.

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Brian Withers: Yeah, this was fun categorizing my stocks into different grouping so it's easy to absorb here. Here's all 19 of them. I posted them in the chat. What's interesting is there are so many characters. I had to split it up into two. This is in alphabetical order. This is by grouping.

You can see enterprise software here and cloud infrastructure, so there's a lot in the software space, and then some of these, Shopify (SHOP 1.25%) and Square (SQ 0.71%), you might think of them as payments or e-commerce, but I think of them as more small business facilitators along with Etsy (ETSY -0.19%).

My e-commerce corner down here. I have a little e-commerce around the globe, no Amazon (AMZN 0.58%). I have a few miscellaneous here that are in categories by themselves, programmatic advertising, insurer tech. My only healthcare stock is Teladoc (TDOC -1.32%).

What's interesting is these 19 share a lot of common traits and we'll walk through them. First of all, 17 of them, and you noticed there were two that disappeared. Veeva (VEEV 0.30%) and Lemonade (LMND 1.52%) both disappeared. Veeva was closed. It had a 29% year-over-year revenue growth recently. Lemonade is growing very fast, but its revenue, they made a switch last year where they cede about 75% of their revenue to reinsurance, which limits their risk, but if you look at year-over-year revenue growth, it significantly reduced it. But majority of these are 30+ percent growth. The average for last quarter of the 19 was 81% growth. A number of these are growing in triple digits to bring that average up. Very high growth portfolio. A lot of them are early stage, so 13 of them are $2 billion or less in annual revenue. You can see some of these, Square and Shopify are pretty big. Some of the e-commerce names were pretty big; JD (JD 2.92%) is the largest one. But still a lot of them are early stage and still on their way to proving themselves. Founder led or founder involved, 15 of the 19. We always like to see when a founder sticks around and some of these companies are a decade or more been around. Having their founder still involved is pretty interesting. Of course, you get high-growth, you get early stage, you also get high price to sales ratio, and 17 of them have 12 or higher. Usually, when you get into the double-digits, you scare away the value investors and certainly it gets into SaaS territory; software as a service, which tend to have higher price to sales ratios. Interestingly enough, average of these 17 is 37, which is a pretty nosebleed price to sales ratio for a lot of folks. It'll be interesting to see what Matt and Anand have to say about that. They're investing in growth too. Fourteen of them have either negative operating income or operating income that are in the low-single-digits. Everybody has taken their profits and they're throwing it in to research and development, they're throwing it in and the marketing, they're throwing it in infrastructure. They're really primed to fund their growth. Lastly, majority of these have really high Glassdoor scores and some of them are in the 80s and 90s even from a Glassdoor perspective. It's really nice to see both a combination of founder-led, and Glassdoor scores gives you a really nice feel for culture. I think as companies, we're going to have a talent battle here soon as unemployment goes down and job openings go up is, the companies that are going to win in my book are the ones that have great cultures and founder-led. These aren't mega caps either. There's still small. It's not small cap by any stretch of the imagination, but under $80 billion, you think about Nvidia (NVDA -1.99%) which is almost half a trillion. Some of these other, Google (GOOGL 1.08%) (GOOG 1.06%), Apple (AAPL 0.02%), those are in the trillions. They have companies in the under $80 billion range is, to me, still smallish. That to me, that means that they have plenty of room to grow.