Key Takeaways
- • Potomac Fund Management has surpassed $5 billion in assets under management, according to the firm's August 10, 2026 announcement, up from approximately $140 million at the end of 2019, an increase of more than 3,400%.
- • The firm attributes the growth to rising demand from financial advisors for risk-managed, quantitative, rules-based investment solutions.
- • Potomac announced three new initiatives on September 30, 2026 extending its quantitative investment capabilities, advisor platform and brand, though the full details of the initiatives could not be retrieved.
- • Earlier in 2026, the firm reported surpassing $4.4 billion in AUM alongside an enhanced Self-Directed Brokerage Account (SDBA) retirement solution, and its Defensive Bull Fund (CRDBX) passed $3 billion in April.
Summary
Potomac Fund Management, a Bethesda, Maryland-based investment manager, announced on August 10, 2026 that it had surpassed $5 billion in assets under management. According to the firm, AUM has grown from approximately $140 million at the end of 2019 to more than $5 billion, an increase of more than 3,400%. The firm attributes the expansion to increasing adoption of quantitative, rules-based investment approaches among financial advisors seeking risk-managed solutions.
The milestone follows a series of growth markers in 2026. In June, the firm reported surpassing $4.4 billion in AUM alongside the launch of an enhanced Self-Directed Brokerage Account (SDBA) retirement solution, which expanded distribution for its Focused Growth Strategy. In April, its Potomac Defensive Bull Fund (CRDBX) surpassed $3 billion in assets, and the fund was named an LSEG Lipper Fund Award winner the same month. Potomac's strategies were also made available on the Axxcess platform in February.
On September 30, 2026, Potomac announced three new initiatives intended to extend its quantitative investment capabilities, advisor platform and brand. Publicly available coverage of those initiatives is limited, and specific terms, launch timing and financial commitments could not be verified from the sources reviewed.
The firm's disclosures are available through its ADV filings and GIPS report. Readers seeking performance data should refer to those documents, as the figures above are drawn from company announcements rather than independent verification.
The milestone follows a series of growth markers in 2026. In June, the firm reported surpassing $4.4 billion in AUM alongside the launch of an enhanced Self-Directed Brokerage Account (SDBA) retirement solution, which expanded distribution for its Focused Growth Strategy. In April, its Potomac Defensive Bull Fund (CRDBX) surpassed $3 billion in assets, and the fund was named an LSEG Lipper Fund Award winner the same month. Potomac's strategies were also made available on the Axxcess platform in February.
On September 30, 2026, Potomac announced three new initiatives intended to extend its quantitative investment capabilities, advisor platform and brand. Publicly available coverage of those initiatives is limited, and specific terms, launch timing and financial commitments could not be verified from the sources reviewed.
The firm's disclosures are available through its ADV filings and GIPS report. Readers seeking performance data should refer to those documents, as the figures above are drawn from company announcements rather than independent verification.
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