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| Happy Holidays!! thanks for using AUM13F!! |
| Potomac Fund Management Inc
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| CRD # | 105413 |
| SEC # | 801-31311 |
| CIK # | 0000826000 |
| AUM | $2.4 B (2025-07-30) |
| Employees | 33 (76% Investors, 21% Brokers) |
| Phone | 301-901-3466 |
| Address | 7373 Wisconsin Ave Bethesda, MD 20814 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 2.9 | ||
| Abbott Laboratories | 2.4 | ||
| J P Morgan Chase & Co | 2.3 | ||
| Wells Fargo & Co/MN | 2.2 | ||
| Gilead Sciences Inc | 2.1 | ||
| Harris Corp /DE/ | 2.1 | ||
| Honeywell International Inc | 2.1 | ||
| Royal Dutch Shell PLC | 2.0 | ||
| McDonalds Corp | 1.9 | ||
| Home Depot Inc | 1.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,250 | 0.1 |
| (b) Individuals (high net worth individuals) | 113 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 4 | 2.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,573 | 2.4 |
| By Discretionary | ||
| Discretionary | 2,573 | 2.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,573 | 2.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.4 | |
| Total | 2,573 | 2.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000826000] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Abner Herrman & Brock LLC
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|
NJ | 2.4 |
|
Fragasso Financial Advisors Inc
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|
PA | 2.4 |
|
Cincinnati Asset Management Inc
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|
OH | 2.4 |
|
Meritage Portfolio Management Inc
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|
KS | 2.4 |
|
Stegner Investment Associates Inc
✚
|
KY | 2.4 |
|
Swan Global Investments LLC
✚
|
CO | 2.4 |
|
The Patriot Financial Group Insurance Agency LLC
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|
MA | 2.4 |
|
Carrick Lane LLC
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|
NY | 2.4 |
|
RTD Financial Advisors Inc
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|
PA | 2.4 |
|
Liberty One Investment Management LLC
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|
IL | 2.4 |