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.
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 |