Hedge Fund names in the table below have been made anonymous. Log in to Client Portal to review Information on Hedge Fund names, returns, assets under management, minimum required investment and investment strategy.
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Rates of Return Returns as reported by Hedge Fund and Not Interactive Brokers |
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| Fund | 2019 | 2018 | 2017 | 2016 | 2015 | AUM | Min. Invest. | Invest Strategy | |
| Hedge Fund 01 | 54.16% | 0.04% | 78.66% | 39.71% | 4.91% | 15.92 MM | 1.00 MM * | Concentrated Global Moat Strategy | |
| Hedge Fund 02 | 52.27% | -4.92% | 46.54% | 41.83% | 16.96% | 120.00 MM | 0.50 MM * | Options on S&P 500 Index | |
| Hedge Fund 03 | 48.64% | -11.67% | 33.68% | 15.01% | -17.76% | 5.18 MM | 0.10 MM * | Long/Short | |
| Hedge Fund 04 | 45.49% | -17.54% | 36.18% | 134.17% | - | 16.34 MM | 0.25 MM | Long Bias | |
| Hedge Fund 05 | 43.43% | 6.49% | 58.99% | 12.16% | - | 8.20 MM | 0.05 MM | Primarily Long, strategic short/options | |
| Hedge Fund 06 | 35.30% | 37.47% | 22.11% | - | - | 14.85 MM | 0.25 MM * | Long-biased, equity-focused | |
| Hedge Fund 07 | 32.49% | -20.33% | 19.48% | 14.23% | 0.48% | 6.69 MM | 0.25 MM * | Global multi-asset, multi-strategy. | |
| Hedge Fund 08 | 31.30% | -24.40% | 5.00% | 32.20% | 18.40% | 43.70 MM | 1.00 MM | Long only | |
| Hedge Fund 09 | 28.16% | -10.96% | 44.20% | 83.90% | -3.10% | 235.00 MM | 0.50 MM | Event Driven, Long/Short Value Investing | |
| Hedge Fund 10 | 27.83% | -22.32% | 18.21% | 15.10% | 5.06% | 4.70 MM | 0.05 MM | Concentrated global special situations | |
| Hedge Fund 11 | 25.69% | -16.02% | 17.98% | 48.08% | -18.55% | 43.50 MM | 0.10 MM | Long/Short Equity Financial Sector | |
| Hedge Fund 12 | 24.47% | -17.12% | 23.26% | 27.76% | 8.01% | 52.70 MM | 0.25 MM * | Focused equity, financial sector | |
| Hedge Fund 13 | 22.74% | 18.53% | 40.21% | 14.45% | - | 24.60 MM | 0.50 MM * | Event-Based Relative Value Long Bias | |
| Hedge Fund 14 | 22.37% | -1.20% | 18.20% | -0.20% | 8.20% | 5.50 MM | 0.25 MM * | Fundamental Long / Short Equity | |
| Hedge Fund 15 | 22.07% | -13.36% | 21.40% | -5.00% | - | 10.74 MM | 0.50 MM * | Long Only | |
| Hedge Fund 16 | 21.16% | -17.16% | 24.12% | 22.32% | 13.27% | 10.40 MM | 0.25 MM * | Long/Short Equity | |
| Hedge Fund 17 | 20.21% | -16.32% | 27.60% | - | - | 3.70 MM | 0.50 MM * | Long term quality cash flow companies | |
| Hedge Fund 18 | 19.35% | -17.69% | -12.41% | 31.52% | -11.08% | 8.25 MM | 0.25 MM * | Long/short microcap & macro | |
| Hedge Fund 19 | 18.06% | -21.53% | 29.64% | 19.60% | -5.22% | 3.92 MM | 1.00 MM * | We run a long-biased strategy | |
| Hedge Fund 20 | 17.78% | -11.37% | 25.30% | -30.18% | 26.18% | 4.29 MM | 0.12 MM | Long/short equity | |
| Hedge Fund 21 | 17.60% | 8.30% | 16.80% | -5.90% | 13.30% | 14.60 MM | 0.50 MM * | equity market neutral strategy | |
| Hedge Fund 22 | 16.70% | -7.90% | 20.60% | - | - | 3.75 MM | 0.25 MM | Sector L/S Focused on High Alpha/Sharpe | |
| Hedge Fund 23 | 16.40% | -13.00% | 20.25% | 65.45% | -33.13% | 73.80 MM | 0.50 MM * | Long/bias, low turnover 75-125% net-long | |
| Hedge Fund 24 | 13.46% | -9.51% | 15.41% | 8.49% | 21.81% | 50.00 MM | 0.25 MM | Event Driven. Long Biased, Special Sit. | |
| Hedge Fund 25 | 12.76% | -7.94% | 2.89% | 1.45% | -15.58% | 5.54 MM | 0.10 MM * | Systematic Macro (trendfollowing) | |
| Hedge Fund 26 | 11.29% | 26.10% | 22.93% | -0.26% | -12.69% | 4.80 MM | 0.20 MM | Long/Short equity with long bias | |
| Hedge Fund 27 | 11.28% | -1.03% | 12.33% | 20.53% | - | 20.00 MM | 2.00 MM * | Multi-asset class discount investing | |
| Hedge Fund 28 | 8.05% | -6.00% | 12.48% | 11.49% | 15.38% | 12.00 MM | 0.25 MM * | Market Neutral Strategies | |
| Hedge Fund 29 | 8.00% | -4.06% | 11.86% | - | - | 9.38 MM | 0.10 MM * | Multi-Strategy Equity Hedge | |
| Hedge Fund 30 | 7.80% | -6.30% | 12.40% | 10.90% | -8.30% | 9.98 MM | 0.10 MM * | Long-biased undervalued equities | |
| Hedge Fund 31 | 7.53% | 0.54% | 11.28% | 6.52% | 0.15% | 104.00 MM | 0.25 MM | Multi Strategy | |
| Hedge Fund 32 | 5.74% | -2.30% | 8.47% | 20.10% | 6.09% | 443.71 MM | 0.10 MM | Long IG Bonds, using leverage | |
| Hedge Fund 33 | 5.34% | 6.34% | -2.77% | -2.12% | 12.69% | 4.43 MM | 0.10 MM | Quantitative absolute returns strategies | |
| Hedge Fund 34 | 4.58% | -1.06% | -0.60% | 17.12% | -9.92% | 10.23 MM | 0.25 MM * | Global Macro Hedge Fund. | |
| Hedge Fund 35 | 3.87% | 0.89% | 15.23% | - | - | 11.00 MM | 0.25 MM * | Global Macro | |
| Hedge Fund 36 | 2.43% | 0.19% | 11.67% | -0.10% | - | 22.14 MM | 0.10 MM | Sell put and call options | |
| Hedge Fund 37 | -0.22% | 5.09% | 13.71% | 7.27% | 8.08% | 32.00 MM | 0.50 MM * | Event driven, relative value | |
| Hedge Fund 38 | -1.00% | - | - | - | - | 54.20 MM | 0.50 MM | Long/Short Equity | |
| Hedge Fund 39 | -1.00% | - | - | - | - | 12.30 MM | 1.00 MM | Uranium focused investments | |
| Hedge Fund 40 | -1.00% | 16.40% | 13.20% | -9.10% | - | 3.22 MM | 0.20 MM * | Mkt neutral quant machine learning | |
| Hedge Fund 41 | -5.80% | -4.05% | 29.21% | -8.13% | 15.05% | 200.00 MM | 0.10 MM * | Long term, Low frequency, Long Biased | |
| Hedge Fund 42 | -7.20% | 0.90% | 75.53% | 43.54% | - | 7.02 MM | 0.25 MM * | Strategically long/short volatility | |
| Hedge Fund 43 | -18.08% | 15.18% | 8.12% | - | - | 7.80 MM | 1.00 MM * | Long/short equity and volatility | |
| Hedge Fund 44 | - | -15.90% | 33.60% | 40.80% | -22.00% | 57.00 MM | 2.00 MM * | Long only | |
| Hedge Fund 45 | - | 39.70% | 22.00% | 11.70% | - | 36.00 MM | 0.25 MM | Public equity long/short fund | |
| Hedge Fund 46 | - | 5.70% | 16.71% | 16.01% | 32.48% | 32.80 MM | 0.25 MM * | Event Driven, Special Situations Equity | |
| Hedge Fund 47 | - | 7.28% | 26.87% | 25.57% | -19.68% | 7.30 MM | 0.25 MM * | Deep Value long/short | |
| Hedge Fund 48 | - | 2.74% | 13.88% | 5.12% | 11.56% | 7.00 MM | 0.10 MM * | Delta neutral option strategy | |
| Hedge Fund 49 | - | 1.71% | - | - | - | 5.50 MM | 0.10 MM | Global Macro | |
| Hedge Fund 50 | - | -18.90% | 11.70% | 17.05% | 1.40% | 3.50 MM | 0.25 MM | Long-biased, fundamental, growth | |
* The Fund may agree to accept smaller investments at its discretion.
Eligible investors can access the Hedge Fund Marketplace from the Investors' Marketplace, which is available in Client Portal and on our website.
The independent funds that participate in IBKR’s Hedge Fund Marketplace allow Eligible investors to invest a minimum of $25,000 USD in a Fund. Note that some Funds require larger investments.
You can redeem a minimum of $25,000 USD or your balance in the Fund, whichever is lower, subject to the Fund's own redemption requirements.
Notes:
IRA accounts are not eligible to invest in participating Hedge Funds.
Information provided in the Hedge Fund Marketplace (including any articles or commentary posted by the hedge funds) is provided by the hedge funds themselves and not by Interactive Brokers. The information is NOT a recommendation by Interactive Brokers that you should invest in hedge funds or in these particular hedge funds.
The hedge funds are independent of Interactive Brokers and Interactive Brokers does not make any representations or warranties concerning the past or future performance of the hedge funds or the accuracy of the information provided by the hedge funds. Investing in hedge funds is risky. Interactive Brokers does not conduct any "suitability" review to make sure that any hedge fund investment is suitable for you. Past performance is no guarantee of future results.
Hedge funds are highly speculative and investors may lose their entire investment. Also, interests in hedge funds are generally not transferable and hedge funds may restrict your ability to withdraw your funds quickly. Hedge funds generally calculate the value of your investment monthly or quarterly and unlike mutual funds are not required to provide regular pricing or valuation information to investors. Hedge funds may involve complex tax structures and delays in distributing tax information to investors. Hedge funds often charge high fees.