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.
|
Rates of Return Returns as reported by Hedge Fund and Not Interactive Brokers |
|||||||||
|---|---|---|---|---|---|---|---|---|---|
| Fund | 2019 | 2018 | 2017 | 2016 | 2015 | AUM | Min. Invest. | Invest Strategy | |
| Hedge Fund 01 | 102.58% | -8.62% | 22.42% | -30.94% | 38.59% | 44.00 MM | 0.50 MM | Catalyst-driven long/short equity fund | |
| Hedge Fund 02 | 71.76% | 0.04% | 80.93% | 39.83% | 3.12% | 15.92 MM | 1.00 MM * | Concentrated Global Moat Strategy | |
| Hedge Fund 03 | 64.19% | -11.67% | 33.68% | 15.01% | -17.76% | 5.85 MM | 0.10 MM * | Long/Short | |
| Hedge Fund 04 | 56.27% | -4.92% | 46.54% | 41.83% | 16.96% | 125.00 MM | 0.50 MM * | Options on S&P 500 Index | |
| Hedge Fund 05 | 54.94% | -10.96% | 44.20% | 83.90% | -3.10% | 300.00 MM | 0.50 MM | Event Driven, Long/Short Value Investing | |
| Hedge Fund 06 | 45.49% | -17.54% | 36.18% | 134.17% | - | 16.34 MM | 0.25 MM | Long Bias | |
| Hedge Fund 07 | 44.57% | -20.33% | 19.48% | 14.23% | 0.48% | 6.69 MM | 0.25 MM * | Global multi-asset, multi-strategy. | |
| Hedge Fund 08 | 39.17% | 6.49% | 58.99% | 12.16% | - | 8.20 MM | 0.05 MM | Primarily Long, strategic short/options | |
| Hedge Fund 09 | 33.67% | -16.02% | 17.98% | 48.08% | -18.55% | 45.10 MM | 0.10 MM | Long/Short Equity Financial Sector | |
| Hedge Fund 10 | 33.42% | -20.34% | 2.16% | 21.12% | 15.80% | 5.70 MM | 0.25 MM * | Hedged Long/Short Volatility Strategy | |
| Hedge Fund 11 | 31.30% | -24.40% | 5.00% | 32.20% | 18.40% | 43.70 MM | 1.00 MM | Long only | |
| Hedge Fund 12 | 27.80% | 37.47% | 22.11% | - | - | 14.85 MM | 0.25 MM * | Long-biased, equity-focused | |
| Hedge Fund 13 | 27.33% | -17.12% | 23.26% | 27.76% | 8.01% | 51.00 MM | 0.25 MM * | Focused equity, financial sector | |
| Hedge Fund 14 | 26.94% | 41.41% | -5.18% | 19.14% | 6.88% | 3.69 MM | 0.25 MM * | AI drive futures stat arb fund | |
| Hedge Fund 15 | 24.62% | -17.16% | 24.12% | 22.32% | 13.27% | 16.90 MM | 0.25 MM * | Long/Short Equity | |
| Hedge Fund 16 | 24.30% | -7.90% | 20.60% | - | - | 4.10 MM | 0.25 MM | Concentrated Multi-Sector Long/Short | |
| Hedge Fund 17 | 22.74% | 18.53% | 40.21% | 14.45% | - | 24.60 MM | 0.50 MM * | Event-Based Relative Value Long Bias | |
| Hedge Fund 18 | 22.37% | -1.20% | 18.20% | -0.20% | 8.20% | 5.50 MM | 0.25 MM * | Fundamental Long / Short Equity | |
| Hedge Fund 19 | 22.07% | -13.36% | 21.40% | -5.00% | - | 10.74 MM | 0.50 MM * | Long Only | |
| Hedge Fund 20 | 21.77% | - | - | - | - | 106.08 MM | 0.50 MM | Long/Short Equity | |
| Hedge Fund 21 | 20.21% | -16.32% | 27.60% | - | - | 3.70 MM | 0.50 MM * | Long term quality cash flow companies | |
| Hedge Fund 22 | 19.55% | -11.37% | 25.30% | -30.18% | 26.18% | 4.21 MM | 0.12 MM | Long/short equity | |
| 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 | 16.13% | -9.51% | 15.41% | 8.49% | 21.81% | 50.00 MM | 0.25 MM | Event Driven. Long Biased, Special Sit. | |
| Hedge Fund 25 | 13.62% | -1.03% | 12.33% | 20.53% | - | 20.00 MM | 2.00 MM * | Multi-asset class discount investing | |
| Hedge Fund 26 | 11.97% | -8.98% | 29.60% | - | - | 23.30 MM | 0.10 MM | Global micro/small-cap long only value. | |
| Hedge Fund 27 | 11.29% | 26.10% | 22.93% | -0.26% | -12.69% | 4.80 MM | 0.20 MM | Long/Short equity with long bias | |
| Hedge Fund 28 | 10.67% | 8.30% | 16.80% | -5.90% | 13.30% | 13.73 MM | 0.50 MM * | equity market neutral strategy | |
| Hedge Fund 29 | 9.61% | -6.00% | 12.48% | 11.49% | 15.38% | 12.00 MM | 0.25 MM * | Market Neutral Strategies | |
| Hedge Fund 30 | 9.26% | 2.74% | 13.88% | 5.12% | 11.56% | 8.00 MM | 0.25 MM * | Delta neutral option strategy | |
| Hedge Fund 31 | 8.61% | -4.06% | 11.86% | - | - | 9.55 MM | 0.10 MM * | Multi-Strategy Equity Hedge | |
| Hedge Fund 32 | 8.18% | 6.34% | -2.77% | -2.12% | 12.69% | 4.55 MM | 0.10 MM | Quantitative absolute returns strategies | |
| Hedge Fund 33 | 8.06% | -21.53% | 29.64% | 19.60% | -5.22% | 3.64 MM | 1.00 MM * | We run a long-biased strategy | |
| Hedge Fund 34 | 8.00% | -22.32% | 18.21% | 15.10% | 5.06% | 3.93 MM | 0.05 MM | Concentrated global special situations | |
| Hedge Fund 35 | 7.90% | 0.54% | 11.28% | 6.52% | 0.15% | 108.58 MM | 0.25 MM | Multi Strategy | |
| Hedge Fund 36 | 7.80% | -6.30% | 12.40% | 10.90% | -8.30% | 9.98 MM | 0.10 MM * | Long-biased undervalued equities | |
| Hedge Fund 37 | 6.39% | -17.69% | -12.41% | 31.52% | -11.08% | 7.59 MM | 0.25 MM * | Long/short microcap & macro | |
| Hedge Fund 38 | 5.80% | 16.40% | 13.20% | -9.10% | - | 3.50 MM | 0.20 MM * | Mkt neutral quant machine learning | |
| Hedge Fund 39 | 5.74% | -2.30% | 8.47% | 20.10% | 6.09% | 443.71 MM | 0.10 MM | Long IG Bonds, using leverage | |
| Hedge Fund 40 | 3.87% | 0.89% | 15.23% | - | - | 11.00 MM | 0.25 MM * | Global Macro | |
| Hedge Fund 41 | 3.45% | 0.19% | 11.67% | -0.10% | - | 21.70 MM | 0.10 MM | Sell put and call options | |
| Hedge Fund 42 | 2.49% | -7.94% | 2.89% | 1.45% | -15.58% | 5.61 MM | 0.10 MM * | Systematic Macro (trendfollowing) | |
| Hedge Fund 43 | 0.20% | 25.00% | 25.01% | 25.01% | 20.01% | 500.00 MM | 0.00 MM | Trading | |
| Hedge Fund 44 | -0.22% | 5.09% | 13.71% | 7.27% | 8.08% | 32.00 MM | 0.50 MM * | Event driven, relative value | |
| Hedge Fund 45 | -7.20% | 0.90% | 75.53% | 43.54% | - | 7.02 MM | 0.25 MM * | Strategically long/short volatility | |
| Hedge Fund 46 | -15.90% | 1.46% | - | - | - | 38.00 MM | 1.00 MM * | Uranium focused investments | |
| Hedge Fund 47 | -16.03% | -4.05% | 29.21% | -8.13% | 15.05% | 180.00 MM | 0.10 MM * | Long term, Low frequency, Long Biased | |
| Hedge Fund 48 | -17.55% | 15.18% | 8.12% | - | - | 8.00 MM | 1.00 MM * | Long/short equity and volatility | |
* 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.