Motley Fool Asset Management LLC
Motley Fool Asset Management LLC is an SEC-registered investment adviser headquartered in Alexandria, Virginia. Founded in 2009 as the investment management affiliate of The Motley Fool, it serves private funds and investment companies, including mutual funds and ETFs. The firm is focused on providing long-term, actively managed equity strategies inspired by The Motley Fool’s investment research. As of July 2025, the firm manages approximately $1.84 billion in regulatory assets and employs 12 people.
Investment Strategy
Motley Fool Asset Management employs a bottom-up, research-intensive process to construct concentrated equity portfolios, primarily investing in U.S. and global growth companies with strong competitive advantages, durable business models, and shareholder-aligned management teams. The firm seeks to identify high-conviction, long-term opportunities inspired by The Motley Fool’s research philosophy, focusing on companies with the potential for multi-year compounding and meaningful market outperformance. Its approach emphasizes long holding periods, low turnover, and a willingness to be contrarian when supported by fundamental analysis.
Latest 13F Filing Activity
Motley Fool Asset Management LLC filed their most recent 13F report on Jun 30, 2025 disclosing 226 equity positions with a total 13F market value of $2B. The fund increased holdings in Nvidia Corp., Microsoft Corp. Com, Broadcom Inc. among other positions. Motley Fool Asset Management LLC reduced exposure to Globus Med Inca, Watsco Inc. Com, Gentex Corp. Com among others.
Top Holdings
Equity Positions (226)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORP | 7.04% | $152.5M | 965,548 | $63.59 | $157.99 | +$58.9M |
M MSFT | MICROSOFT CORP COM | 7.03% | $152.3M | 306,282 | $299.14 | $497.41 | +$50.1M |
A AMZN | AMAZON COM INC | 5.53% | $119.8M | 546,134 | $127.85 | $219.39 | +$24.7M |
A AAPL | APPLE INC COM | 5.52% | $119.8M | 583,674 | $139.68 | $205.17 | -$2.0M |
G GOOG | ALPHABET INC CL C | 4.84% | $105.0M | 591,878 | $102.78 | $177.39 | +$20.3M |
Industry Allocation
Investment Team (8)
| Name | Role | Location | |
|---|---|---|---|
B Benjamin Wong | Investment Analyst | Washington, United States | |
C Charly Travers | Portfolio Manager | Belle Haven, VA , United States | |
 | Portfolio Manager | Vienna, VA , United States | |
 | Portfolio Manager | Washington, DC , United States | |
 | Portfolio Manager and Senior Analyst - Equity Research | Belle Haven, VA , United States | |
 | Investment Analyst | Washington, DC , United States | |
A Anthony Arsta | Chief Investment Officer | Denver, CO , United States | |
S Shelby McFaddin | Investment Analyst | Alexandria, VA , United States |