Potomac Fund Management Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Potomac Fund Management Inc
CRD #105413
SEC #801-31311
CIK #0000826000
AUM 3,277.1 M (2026-05-27)
Employees 36 (75% Investors, 25% Brokers)
Fees
Minimum
Phone301-901-3466
Address7373 Wisconsin Ave
Bethesda, MD 20814
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($B)
4.03.22.41.60.80.01999200820172027
Sector Form 13F Holdings Value ($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 ($B)
3.02.41.81.20.60.02023202420252027
AUM Breakdown Accounts AUM ($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]
Firm Profile (Form ADV)
Discretionary AUM$0.1B
Clients34
ServesInstitutional, Retail
Comparable Firms State AUM
Sovereign Investment Advisors LLC
AZ 3,312.3 M
Schneider Downs Wealth Management Advisors LP
PA 3,305.8 M
Security Capital Research & Management Incorporated
IL 3,302.0 M
Emerald Advisers LLC
PA 3,295.1 M
Guardian Partners Inc
3,294.2 M
Rubinbrown Advisors LLC
MO 3,268.2 M
PFG Advisors LLC
AZ 3,261.2 M
Advocacy Wealth Management LLC
GA 3,244.9 M
Gryphon Wealth LLC
FL 3,244.3 M
Meyer Handelman Company LLC
NY 3,237.2 M
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com