POTOMAC FUND MANAGEMENT INC
Legal name: POTOMAC
CRD #105413 SEC #801-31311 BETHESDA, MD (301) 901-3466
SEC Registered
Total AUM
$2.4B
Discretionary
$2.4B
Employees
33
Clients
--
Accounts
2,573
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $2.4B | $2.4B | $0 | 33 | 36 |
| Dec 2025 | $2.4B | $2.4B | $0 | 33 | 36 |
| Jul 2025 | $2.4B | $2.4B | $0 | 33 | 36 |
| Mar 2025 | $1.9B | $1.9B | $0 | 27 | 37 |
| Oct 2024 | $1.4B | $1.4B | $0 | 24 | 38 |
| Jun 2024 | $1.4B | $1.4B | $0 | 24 | 38 |
| May 2024 | $1.4B | $1.4B | $0 | 24 | 38 |
| Feb 2024 | $1.4B | $1.4B | $0 | 24 | 38 |
| Nov 2023 | $1.1B | $1.1B | $0 | 17 | 40 |
| Jul 2023 | $1.1B | $1.1B | $0 | 17 | 40 |
| Mar 2023 | $599.6M | $599.6M | $0 | 16 | 40 |
| Mar 2023 | $599.6M | $599.6M | $0 | 16 | 40 |
| Mar 2023 | $599.6M | $599.6M | $0 | 16 | 40 |
| Nov 2022 | $353.1M | $353.1M | $0 | 16 | 43 |
| May 2022 | $353.1M | $353.1M | $0 | 15 | 43 |
| Apr 2022 | $353.1M | $353.1M | $0 | 15 | 43 |
| Feb 2022 | $353.1M | $353.1M | $0 | 15 | 43 |
| Feb 2022 | $353.1M | $353.1M | $0 | 15 | 43 |
| Sep 2021 | $290.7M | $290.7M | $0 | 11 | 25 |
| Jul 2021 | $290.7M | $290.7M | $0 | 8 | 25 |
| Jan 2021 | $230.3M | $230.3M | $0 | 8 | 25 |
| Jan 2021 | $230.3M | $230.3M | $0 | 5 | 25 |
| Jan 2021 | $230.3M | $230.3M | $0 | 5 | 25 |
| Nov 2020 | $210.2M | $172.6M | $37.6M | 6 | 0 |
| Oct 2020 | $210.2M | $172.6M | $37.6M | 5 | 0 |
| Oct 2020 | $210.2M | $172.6M | $37.6M | 5 | 0 |
| Jun 2020 | $134.4M | $134.4M | $0 | 5 | 0 |
| Mar 2020 | $134.4M | $134.4M | $0 | 5 | 0 |
| Dec 2019 | $136.2M | $136.2M | $0 | 5 | 0 |
| Dec 2019 | $136.2M | $136.2M | $0 | 5 | 0 |
| Jul 2019 | $136.2M | $136.2M | $0 | 5 | 0 |
| Mar 2019 | $136.2M | $136.2M | $0 | 5 | 0 |
| Oct 2018 | $163M | $163M | $0 | 5 | 0 |
| Jul 2018 | $163M | $163M | $0 | 5 | 0 |
| Mar 2018 | $163M | $163M | $0 | 5 | 0 |
| Feb 2018 | $163M | $163M | $0 | 5 | 0 |
| Feb 2018 | $163M | $163M | $0 | 5 | 0 |
| Feb 2018 | $163M | $163M | $0 | 5 | 0 |
| Jul 2017 | $186.9M | $184.2M | $2.7M | 7 | 2,000 |
| Jun 2017 | $186.9M | $184.2M | $2.7M | 7 | 2,000 |
| Mar 2017 | $186.9M | $184.2M | $2.7M | 7 | 2,000 |
| Mar 2017 | $186.9M | $184.2M | $2.7M | 7 | 2,000 |
| Jan 2017 | $196.5M | $190.9M | $5.5M | 7 | 2,000 |
| Mar 2016 | $196.5M | $190.9M | $5.5M | 7 | 2,000 |
| Oct 2015 | $189.1M | $184.2M | $4.8M | 7 | 1,200 |
| Mar 2015 | $189.1M | $184.2M | $4.8M | 7 | 1,200 |
| May 2014 | $167.4M | $165.5M | $1.8M | 7 | 1,100 |
| Mar 2014 | $167.4M | $165.5M | $1.8M | 7 | 1,100 |
| Apr 2013 | $153.2M | $152.1M | $1.1M | 7 | 1,100 |
| Nov 2012 | $162.1M | $161.2M | $940.7K | 8 | 1,300 |
| Mar 2012 | $162.1M | $161.2M | $940.7K | 6 | 1,300 |
| Dec 2011 | $194.6M | $194.6M | $0 | 6 | 1,500 |
| Dec 2010 | $199.2M | $178.7M | $20.5M | 10 | -- |
| Mar 2009 | $163.4M | $111.7M | $51.7M | 5 | -- |
| Jan 2008 | $202.8M | $131.1M | $71.6M | 10 | -- |
| Feb 2007 | $143M | $122.6M | $20.4M | 10 | -- |
| Feb 2006 | $96.4M | $84.4M | $12M | 5 | -- |
| Feb 2005 | $45.1M | $45.1M | $0 | 10 | -- |
| Dec 2003 | $42M | $42M | $0 | 5 | -- |
| May 2002 | $50M | $50M | $0 | 10 | -- |
DateDec 2025
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees33
Clients36
DateDec 2025
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees33
Clients36
DateJul 2025
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees33
Clients36
DateMar 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees27
Clients37
DateOct 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees24
Clients38
DateJun 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees24
Clients38
DateMay 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees24
Clients38
DateFeb 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees24
Clients38
DateNov 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees17
Clients40
DateJul 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees17
Clients40
DateMar 2023
Total AUM$599.6M
Discretionary$599.6M
Non-Disc.$0
Employees16
Clients40
DateMar 2023
Total AUM$599.6M
Discretionary$599.6M
Non-Disc.$0
Employees16
Clients40
DateMar 2023
Total AUM$599.6M
Discretionary$599.6M
Non-Disc.$0
Employees16
Clients40
DateNov 2022
Total AUM$353.1M
Discretionary$353.1M
Non-Disc.$0
Employees16
Clients43
DateMay 2022
Total AUM$353.1M
Discretionary$353.1M
Non-Disc.$0
Employees15
Clients43
DateApr 2022
Total AUM$353.1M
Discretionary$353.1M
Non-Disc.$0
Employees15
Clients43
DateFeb 2022
Total AUM$353.1M
Discretionary$353.1M
Non-Disc.$0
Employees15
Clients43
DateFeb 2022
Total AUM$353.1M
Discretionary$353.1M
Non-Disc.$0
Employees15
Clients43
DateSep 2021
Total AUM$290.7M
Discretionary$290.7M
Non-Disc.$0
Employees11
Clients25
DateJul 2021
Total AUM$290.7M
Discretionary$290.7M
Non-Disc.$0
Employees8
Clients25
DateJan 2021
Total AUM$230.3M
Discretionary$230.3M
Non-Disc.$0
Employees8
Clients25
DateJan 2021
Total AUM$230.3M
Discretionary$230.3M
Non-Disc.$0
Employees5
Clients25
DateJan 2021
Total AUM$230.3M
Discretionary$230.3M
Non-Disc.$0
Employees5
Clients25
DateNov 2020
Total AUM$210.2M
Discretionary$172.6M
Non-Disc.$37.6M
Employees6
Clients0
DateOct 2020
Total AUM$210.2M
Discretionary$172.6M
Non-Disc.$37.6M
Employees5
Clients0
DateOct 2020
Total AUM$210.2M
Discretionary$172.6M
Non-Disc.$37.6M
Employees5
Clients0
DateJun 2020
Total AUM$134.4M
Discretionary$134.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$134.4M
Discretionary$134.4M
Non-Disc.$0
Employees5
Clients0
DateDec 2019
Total AUM$136.2M
Discretionary$136.2M
Non-Disc.$0
Employees5
Clients0
DateDec 2019
Total AUM$136.2M
Discretionary$136.2M
Non-Disc.$0
Employees5
Clients0
DateJul 2019
Total AUM$136.2M
Discretionary$136.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$136.2M
Discretionary$136.2M
Non-Disc.$0
Employees5
Clients0
DateOct 2018
Total AUM$163M
Discretionary$163M
Non-Disc.$0
Employees5
Clients0
DateJul 2018
Total AUM$163M
Discretionary$163M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$163M
Discretionary$163M
Non-Disc.$0
Employees5
Clients0
DateFeb 2018
Total AUM$163M
Discretionary$163M
Non-Disc.$0
Employees5
Clients0
DateFeb 2018
Total AUM$163M
Discretionary$163M
Non-Disc.$0
Employees5
Clients0
DateFeb 2018
Total AUM$163M
Discretionary$163M
Non-Disc.$0
Employees5
Clients0
DateJul 2017
Total AUM$186.9M
Discretionary$184.2M
Non-Disc.$2.7M
Employees7
Clients2,000
DateJun 2017
Total AUM$186.9M
Discretionary$184.2M
Non-Disc.$2.7M
Employees7
Clients2,000
DateMar 2017
Total AUM$186.9M
Discretionary$184.2M
Non-Disc.$2.7M
Employees7
Clients2,000
DateMar 2017
Total AUM$186.9M
Discretionary$184.2M
Non-Disc.$2.7M
Employees7
Clients2,000
DateJan 2017
Total AUM$196.5M
Discretionary$190.9M
Non-Disc.$5.5M
Employees7
Clients2,000
DateMar 2016
Total AUM$196.5M
Discretionary$190.9M
Non-Disc.$5.5M
Employees7
Clients2,000
DateOct 2015
Total AUM$189.1M
Discretionary$184.2M
Non-Disc.$4.8M
Employees7
Clients1,200
DateMar 2015
Total AUM$189.1M
Discretionary$184.2M
Non-Disc.$4.8M
Employees7
Clients1,200
DateMay 2014
Total AUM$167.4M
Discretionary$165.5M
Non-Disc.$1.8M
Employees7
Clients1,100
DateMar 2014
Total AUM$167.4M
Discretionary$165.5M
Non-Disc.$1.8M
Employees7
Clients1,100
DateApr 2013
Total AUM$153.2M
Discretionary$152.1M
Non-Disc.$1.1M
Employees7
Clients1,100
DateNov 2012
Total AUM$162.1M
Discretionary$161.2M
Non-Disc.$940.7K
Employees8
Clients1,300
DateMar 2012
Total AUM$162.1M
Discretionary$161.2M
Non-Disc.$940.7K
Employees6
Clients1,300
DateDec 2011
Total AUM$194.6M
Discretionary$194.6M
Non-Disc.$0
Employees6
Clients1,500
DateDec 2010
Total AUM$199.2M
Discretionary$178.7M
Non-Disc.$20.5M
Employees10
Clients--
DateMar 2009
Total AUM$163.4M
Discretionary$111.7M
Non-Disc.$51.7M
Employees5
Clients--
DateJan 2008
Total AUM$202.8M
Discretionary$131.1M
Non-Disc.$71.6M
Employees10
Clients--
DateFeb 2007
Total AUM$143M
Discretionary$122.6M
Non-Disc.$20.4M
Employees10
Clients--
DateFeb 2006
Total AUM$96.4M
Discretionary$84.4M
Non-Disc.$12M
Employees5
Clients--
DateFeb 2005
Total AUM$45.1M
Discretionary$45.1M
Non-Disc.$0
Employees10
Clients--
DateDec 2003
Total AUM$42M
Discretionary$42M
Non-Disc.$0
Employees5
Clients--
DateMay 2002
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees10
Clients--