I'm not sure I've made this particular confession before, but in addition to my CAPS addiction, I'm also a small-cap junkie.

At the Fool, we've routinely outlined all sorts of reasons to be gung-ho about small, overlooked businesses. They're more likely to be mispriced. They're able to dominate a niche. Perhaps most compelling of all is that the 10 best stocks of the past decade all started out tiny. There's just so much more room to grow from a small base.

While I'm drawn to these features, I'm also repelled by some characteristics of very large organizations. There's the lack of personal accountability. There are the jets and lavish "pay for pulse" compensation packages. Then there's just plain old entropy -- take the unraveling of Citigroup (NYSE:C) for an example of the latter.

It's an incredibly difficult thing to maintain the favorable characteristics of a small organization when you grow into a large-cap leviathan. But it is possible. Getting back to the matter of accountability, I'm inclined to believe that the secret sauce is an ownership culture.

20/20 vision
If you read my article on the capital-sucking vortex known as Japan, you know I've been having fun with stock screens lately. Well, here's another interesting one. To find the perfect mix of large-sized companies with small-company accountability, I've scoured the market for $20+ billion companies that sport at least 20% insider ownership.

In the U.S., I've identified only five such companies. I dub this group the 20/20 Club:


Market Cap ($, in billions)

Insider Ownership

Amazon.com (NASDAQ:AMZN)



Berkshire Hathaway (NYSE:BRK-A) (NYSE:BRK-B)









Wal-Mart (NYSE:WMT)



Data provided by Capital IQ, a division of Standard and Poor's.

If we take the search global, we expand our list to include intriguing businesses like Cheung Kong and Hennes & Mauritz (aka H&M), but only modestly. I'm personally not quite ready to take the plunge at the large-cap end of the pool, but if I fall out of love with tiny stocks someday, I know I'll be looking at the sort of firms outlined above.

The Motley Fool Global Gains team has tapped two other international 20/20 stars for its scorecard. To check out all of the service's current recommendations, you're welcome to a free 30-day trial.

Fool contributor Toby Shute would like to point out that the 20/20 club is only slightly less exclusive than Major League Baseball's 40/40 Club. He owns a lot of nearly worthless Jose Canseco baseball cards, but doesn't have a position in any company mentioned. Amazon.com and Berkshire Hathaway are Stock Advisor recommendations. Wal-Mart and Berkshire are Inside Value selections. Google is a Rule Breakers pick. The Motley Fool owns shares of Berkshire Hathaway, and its secret sauce is this disclosure policy.