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Naples Global Advisors, LLC
Michael H. Morris · Investment Advisor · Value
Naples Global Advisors, LLC is an employee-owned investment advisory firm founded in 2011 and headquartered in Naples, Florida. Operating as an SEC-registered fiduciary, the firm provides personalized investment management and wealth strategy services to high-net-worth individuals, families, trusts, and institutional clients. The firm is characterized by its independence and its commitment to providing transparent, custom-built portfolios rather than one-size-fits-all products, utilizing a team of experienced professionals with backgrounds in trust services and private banking.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +45.4% |
| YTD return | +33.5% |
| Sharpe ratio | 3.48 |
| Win rate | 62% |
| AUM | $0.5B |
| Inception | Oct 1, 2025 |
| Updated | Sep 11, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.5B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://naplesglobaladvisors.com |
Current Holdings
Updated on Sep 11, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 12.5% | +27.7% |
| MSFT | Microsoft Corporation | 8.5% | +2.5% |
| TSM | Taiwan Semiconductor Manufacturing | 8.4% | +45.4% |
| AVGO | Broadcom Inc | 8.2% | +6.4% |
| MU | Micron Technology Inc | 6.4% | +194.8% |
| GLW | Corning Incorporated | 6.2% | +54.5% |
| GOOGL | Alphabet Inc Class A | 5.4% | +26.1% |
| LRCX | Lam Research Corp | 4.3% | +78.2% |
| AMD | Advanced Micro Devices Inc | 4.0% | +69.6% |
| NVDA | NVIDIA Corporation | 3.9% | +13.0% |
| JPM | JPMorgan Chase & Co | 3.7% | +14.9% |
| XOM | Exxon Mobil Corp | 3.5% | +38.5% |
| MRK | Merck & Company Inc | 3.4% | +39.4% |
| AMGN | Amgen Inc | 3.3% | +4.7% |
| AMAT | Applied Materials Inc | 3.3% | +76.4% |
| CSCO | Cisco Systems Inc | 3.1% | +36.6% |
| LLY | Eli Lilly and Company | 3.1% | +13.0% |
| JNJ | Johnson & Johnson | 3.0% | +17.7% |
| ADI | Analog Devices Inc | 3.0% | +43.7% |
| ABBV | AbbVie Inc | 2.6% | +0.2% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 7, 2026 | BUY | ABBV | 0.0% → 2.6% |
| Sep 7, 2026 | SELL | MU | 6.0% → 6.4% |
| Sep 7, 2026 | BUY | TSM | 8.2% → 8.4% |
| Sep 7, 2026 | BUY | ADI | 3.1% → 3.0% |
| Sep 7, 2026 | BUY | MRK | 3.0% → 3.4% |
Investment Style Analysis
Naples Global Advisors, LLC is widely recognized for employing a Value strategy. As of Sep 11, 2026, the firm oversees approximately $0.5B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Drug Manufacturers - General sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 7, Naples Global Advisors, LLC made a significant move by increasing exposure to ABBV. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The firm's core equity investment philosophy is best summarized as global, multi-cap value, focusing on fundamental valuation and the authenticity of earnings and cash flow. Their investment process utilizes quantitative screening methods to identify attractively valued companies with consistent profitability and disciplined capital structures, followed by deep fundamental research. In addition to equity, they provide core fixed income strategies that emphasize principal stability and income through investment-grade securities. The strategy prioritizes global diversification, low portfolio turnover, and tax sensitivity to mitigate risk and achieve long-term absolute returns.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Naples Global Advisors, LLC.
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Frequently asked questions
How is the simulated portfolio for Naples Global Advisors, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Naples Global Advisors, LLC's largest holding?
As of the latest filing, Naples Global Advisors, LLC's top position is Apple Inc (AAPL), representing 12.5% of the portfolio. This reflects a high-conviction bet by the institution.
What is Naples Global Advisors, LLC's historical performance and risk profile?
Our simulation indicates a total return of +45.4% with a win rate of 62%. Notably, the portfolio maintains a Sharpe Ratio of 3.48, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Naples Global Advisors, LLC primarily invest in?
Naples Global Advisors, LLC has a strong preference for the Semiconductors sector, which makes up 34.0% of their disclosed assets. The portfolio also has exposure to Drug Manufacturers - General, indicating a specific thematic focus.
Is Naples Global Advisors, LLC's portfolio concentrated or diversified?
Naples Global Advisors, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 29.4% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Naples Global Advisors, LLC performed in 2026?
Our AI-simulated model portfolio for Naples Global Advisors, LLC tracks a Year-to-Date (YTD) return of +33.5%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Michael H. Morris manage Naples Global Advisors, LLC directly?
Yes, Michael H. Morris serves as the key portfolio manager for Naples Global Advisors, LLC, overseeing the investment strategy and final capital allocation decisions.