Here's how one portfolio manager has doubled the market's return by putting 80% of his money in just 4 stocks

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John Huber's highly concentrated investing approach defies conventional wisdom, but has been backed by the likes of Warren Buffett.

"It's very concentrated. So, I will typically have five or six stocks that represent 80-90% of the capital,"Huber knows that sounds outlandish. But challenging convention doesn't faze him.

He's not wrong. The more disparate the ideas in a portfolio are, the more difficult it is for the proverbial stars to align for outsize gains. And although being diversified will make market downturns easier to stomach, it can also limit upside in a rallying market. "I've made a living off of being able to capitalize on certain stocks where there's absolutely no informational advantage," he said."But you can capitalize on sentiment changes, or undue pessimism, or just extreme pessimism — and then selling when there's much more optimism present."Huber built the table below to highlight the volatility of some of the most loved, mega-cap issues.

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