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| Potomac Fund Management Inc
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|
|---|---|
| CRD # | 105413 |
| SEC # | 801-31311 |
| CIK # | 0000826000 |
| AUM | $3.3 B (2026-05-27) |
| Employees | 36 (75% Investors, 25% Brokers) |
| Phone | 301-901-3466 |
| Address | 7373 Wisconsin Ave Bethesda, MD 20814 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Royal Dutch Shell PLC | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Harris Corp /DE/ | 0.0 | ||
| Gilead Sciences Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,137 | 0.1 |
| (b) Individuals (high net worth individuals) | 120 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 4 | 3.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,385 | 3.3 |
| By Discretionary | ||
| Discretionary | 2,385 | 3.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,385 | 3.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.3 | |
| Total | 2,385 | 3.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000826000] |
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|---|---|---|
|
Sovereign Investment Advisors LLC
✚
|
AZ | 3.3 |
|
Schneider Downs Wealth Management Advisors LP
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PA | 3.3 |
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Security Capital Research & Management Incorporated
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IL | 3.3 |
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Emerald Advisers LLC
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PA | 3.3 |
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Guardian Partners Inc
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3.3 | |
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Rubinbrown Advisors LLC
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PFG Advisors LLC
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AZ | 3.3 |
|
Advocacy Wealth Management LLC
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GA | 3.2 |
|
Gryphon Wealth LLC
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FL | 3.2 |
|
Meyer Handelman Company LLC
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NY | 3.2 |