Motley Fool Asset Management, Llc
- Regulatory AUM
- $2.6B
- Discretionary
- $2.6B
- Clients
- 6
- Avg AUM / client
- $434M
- Accounts
- 6
- Employees
- 14
AUM over time
Annual snapshots from Form ADV filings · as of Jul 10, 2026
Investments (13F portfolio — 237 positions, $2,326,025,992)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corp. | Ordinary Shares | $168,589,341 | 966,682 | 7.25% | 6.48% |
| 2 | Alphabet Inc. | Ordinary Shares | $167,031,693 | 582,276 | 7.18% | 6.42% |
| 3 | Apple Inc. | Ordinary Shares | $146,316,534 | 576,526 | 6.29% | 5.62% |
| 4 | Microsoft Corp. | Ordinary Shares | $112,187,792 | 303,071 | 4.82% | 4.31% |
| 5 | Amazon.Com, Inc. | Ordinary Shares | $109,439,845 | 525,471 | 4.71% | 4.2% |
| 6 | Meta Platforms Inc | Ordinary Shares | $76,723,205 | 134,101 | 3.3% | 2.95% |
| 7 | Broadcom Inc | Ordinary Shares | $72,149,876 | 233,110 | 3.1% | 2.77% |
| 8 | Jp Morgan Chase & Co. | Ordinary Shares | $62,705,499 | 213,168 | 2.7% | 2.41% |
| 9 | Master Card Incorporated | Ordinary Shares | $53,231,278 | 106,535 | 2.29% | 2.04% |
| 10 | Costco Wholesale Corporation | Ordinary Shares | $50,893,659 | 51,076 | 2.19% | 1.95% |
| 11 | Visa Inc | Ordinary Shares | $50,222,919 | 166,169 | 2.16% | 1.93% |
| 12 | Walmart Inc | Ordinary Shares | $44,121,016 | 355,013 | 1.9% | 1.69% |
| 13 | Tesla Inc | Ordinary Shares | $41,860,909 | 112,605 | 1.8% | 1.61% |
| 14 | Berkshire Hathaway Inc. | Ordinary Shares | $41,375,566 | 86,343 | 1.78% | 1.59% |
| 15 | Netflix, Inc. | Ordinary Shares | $38,683,356 | 402,323 | 1.66% | 1.49% |
| 16 | Chevron Corp. | Ordinary Shares | $32,313,435 | 156,179 | 1.39% | 1.24% |
| 17 | Lam Research Corporation | Ordinary Shares | $27,843,103 | 130,315 | 1.2% | 1.07% |
| 18 | Advanced Micro Devices Inc. | Ordinary Shares | $26,804,344 | 131,762 | 1.15% | 1.03% |
| 19 | Stone X Group Inc | Ordinary Shares | $21,635,774 | 268,268 | 0.93% | 0.83% |
| 20 | Goldman Sachs Group, Inc. | Ordinary Shares | $20,951,788 | 24,766 | 0.9% | 0.8% |
| 21 | Salesforce Inc. | Ordinary Shares | $20,369,617 | 109,121 | 0.88% | 0.78% |
| 22 | Equinix, Inc. | Ordinary Shares | $18,756,892 | 19,135 | 0.81% | 0.72% |
| 23 | T Mobile Us Inc | Ordinary Shares | $18,309,995 | 87,178 | 0.79% | 0.7% |
| 24 | Intel Corporation | Ordinary Shares | $18,109,716 | 410,372 | 0.78% | 0.7% |
| 25 | The Tjx Companies Inc. | Ordinary Shares | $16,454,530 | 103,034 | 0.71% | 0.63% |
Top 25 of 237 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 6 | $2.6B | 100.0% |
People (8)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gardner, David, Herr | Stockholder | Jul 1994 (32y) | 25% – 50% of The Motley Fool Holdings, Inc. (indirect) | |
| Gardner, Thomas, Murphy | Stockholder | Jul 1994 (32y) | 25% – 50% of The Motley Fool Holdings, Inc. (indirect) | |
| Bryan Curtis Hinmon | Chief Investment Officer | CFA | Jan 2017 (10y) | Less than 5% |
| Mc Donough, Kerra | Chief Financial Officer | Jan 2018 (9y) | Less than 5% | |
| Mowrey, Kelsey, Finley | President | Sep 2020 (6y) | Less than 5% | |
| Wirth, Kyle, Dennis | Chief Compliance Officer And General Counsel | Oct 2020 (6y) | Less than 5% | |
| Nicholas John Crow | President, Motley Fool Investment Management Llc | CFA | Jan 2022 (5y) | Less than 5% |
| Gilliam, Steven, John | Controller | Apr 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Motley Fool Investment Management Llc | Managing Member | Dec 2018 | A | 75% or more |
| The Motley Fool Holdings, Inc | Holding Company | Jun 2008 | B | ≈ 56.25% – 100% via Motley Fool Investment Management Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- The Motley Fool Holdings, Inc: 75% – 100% of Motley Fool Investment Management Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/10/2026 | 1.16 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for investment companies
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 10, 2026.
View current Form ADV (SEC/IAPD) ↗