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Hedge Fund Investing Through Your IBKR Account

Hedge Fund Investing

A Path for Discerning and Sophisticated Investors

Hedge Fund Marketplace


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 2020 2019 2018 2017 2016 AUM Min. Invest. Invest Strategy
Hedge Fund 01 155.16% 49.78% 6.49% 58.99% 12.16% 36.50 MM 0.05 MM Primarily Long, strategic short/options
Hedge Fund 02 121.05% 39.58% -8.94% 20.11% 8.31% 24.00 MM 0.10 MM Long-biased; mostly small-cap
Hedge Fund 03 119.02% 35.71% -18.35% -0.16% -0.91% 6.60 MM 0.10 MM Long/short equity. Long-term value.
Hedge Fund 04 88.85% -19.16% -6.52% 18.74% 34.68% 20.00 MM 0.10 MM Quant Macro Global
Hedge Fund 05 83.49% 89.16% -21.08% 93.75% 44.85% 5.30 MM 0.20 MM * Long/Short
Hedge Fund 06 81.45% 35.66% - - - 4.80 MM 0.10 MM * Video game industry, long/short
Hedge Fund 07 78.32% 29.98% 12.42% 25.18% 1.62% 22.86 MM 0.25 MM Long/Short equity. No leverage
Hedge Fund 08 71.90% 46.76% 1.67% 18.20% -12.98% 32.00 MM 0.50 MM * Concentrated public/private
Hedge Fund 09 70.65% 24.26% -21.53% 29.64% 19.60% 6.79 MM 1.00 MM * We run a long-biased strategy
Hedge Fund 10 63.13% 7.42% 3.11% 2.84% - 8.90 MM 0.20 MM * Long/short equity
Hedge Fund 11 59.02% 50.21% -29.09% 33.17% - 7.70 MM 0.25 MM value investment, option, US & China
Hedge Fund 12 56.61% 47.41% 30.99% 47.28% -10.83% 15.00 MM 0.25 MM Long and longer
Hedge Fund 13 46.07% -14.35% -4.05% 29.21% -8.13% 104.14 MM 0.10 MM * Long term, Low frequency, Long Biased
Hedge Fund 14 45.36% 11.26% -17.54% 36.18% 134.17% 16.52 MM 0.25 MM Long Bias
Hedge Fund 15 35.83% 12.67% 26.07% 22.93% -0.26% 7.50 MM 0.25 MM Long/Short equity with long bias
Hedge Fund 16 35.09% 5.40% 8.30% 16.80% -5.90% 17.86 MM 0.50 MM * Equity market neutral strategy
Hedge Fund 17 31.62% 68.17% -11.75% 33.76% 15.01% 9.15 MM 0.10 MM * Long/Short
Hedge Fund 18 30.66% 8.18% 6.34% -2.77% -2.12% 10.62 MM 0.25 MM * Quantitative absolute returns strategies
Hedge Fund 19 29.28% 22.41% -1.20% 18.20% -0.20% 8.80 MM 0.25 MM * Fundamental Long / Short Equity
Hedge Fund 20 28.00% 30.30% -18.11% 20.09% 9.94% 25.00 MM 0.10 MM * Technology investing
Hedge Fund 21 27.28% 31.80% 18.68% 40.32% 14.45% 49.00 MM 0.25 MM * Long/Short & Events ~50% Net Exposure
Hedge Fund 22 26.19% - - - - 9.00 MM 0.25 MM * Long/Short Equity, Top-Down Macro
Hedge Fund 23 25.74% 11.89% -6.00% 12.48% 11.49% 16.00 MM 0.25 MM * Market Neutral Strategies
Hedge Fund 24 25.20% 9.60% - - - 30.00 MM 0.25 MM Long/Short across the Capital Structure
Hedge Fund 25 24.50% 22.86% - - - 216.00 MM 0.50 MM * Long/Short Equity
Hedge Fund 26 24.19% 18.90% -9.51% 15.41% 8.49% 60.00 MM 0.25 MM * Event Driven. Long Biased, Special Sit.
Hedge Fund 27 21.70% 16.00% - - - 30.00 MM 0.25 MM * Fundamental Long/Short public securities
Hedge Fund 28 18.76% 19.94% 12.96% - - 11.21 MM 0.25 MM * Long/Short equity
Hedge Fund 29 15.44% -10.57% 1.46% - - 50.00 MM 1.00 MM * Uranium focused investments
Hedge Fund 30 14.04% 6.02% -7.94% 2.89% 1.45% 7.92 MM 0.10 MM * Systematic Macro (trendfollowing)
Hedge Fund 31 13.01% -5.77% -14.49% 6.94% - 20.20 MM 1.00 MM * Systematic / Quantitative
Hedge Fund 32 11.19% 20.12% -4.06% 11.86% - 19.73 MM 0.10 MM * Multi-Strategy Equity Hedge
Hedge Fund 33 11.15% 18.03% -4.87% 6.29% - 5.20 MM 0.25 MM * Tax Deferred Long/Short NO K1
Hedge Fund 34 10.89% 26.70% -16.32% 27.60% - 6.00 MM 0.20 MM * Long term quality cash flow companies
Hedge Fund 35 10.60% 28.48% -17.16% 24.12% 22.32% 9.00 MM 0.10 MM * Long/Short Equity
Hedge Fund 36 9.98% 13.50% -1.03% 12.33% 20.53% 22.00 MM 1.00 MM * Multi-asset class at discount to NAV
Hedge Fund 37 9.32% 9.43% -6.32% 5.22% -2.21% 8.00 MM 0.25 MM * Long/Short
Hedge Fund 38 5.47% 33.42% -20.34% 2.16% 21.12% 5.70 MM 0.25 MM * Hedged Long/Short Volatility Strategy
Hedge Fund 39 4.45% 5.73% 43.00% 102.00% 145.00% 13.00 MM 0.25 MM * Opportunistic. Long or short
Hedge Fund 40 2.19% 34.79% -10.82% 18.30% 13.18% 20.00 MM 0.50 MM * intrinsic value based, long biased
Hedge Fund 41 0.48% 59.87% -10.96% 44.20% 83.90% 281.81 MM 0.50 MM * Event Driven, Long/Short Value Investing
Hedge Fund 42 -1.17% 20.22% -6.59% 11.11% 5.82% 13.00 MM 0.05 MM * Hedged Long Position in S&P 500 stocks
Hedge Fund 43 -1.50% 25.50% -7.90% 20.60% - 4.80 MM 0.25 MM Long/Short Financials+Business Services
Hedge Fund 44 -2.42% 17.06% 7.11% 50.84% -11.35% 23.30 MM 0.20 MM * Long bias
Hedge Fund 45 -3.15% 5.74% -2.30% 8.47% 20.10% 499.44 MM 0.10 MM Long IG Bonds, using leverage
Hedge Fund 46 -3.73% 8.69% - - - 17.03 MM 0.10 MM * Long
Hedge Fund 47 -5.51% 50.01% -20.33% 19.48% 14.23% 5.24 MM 0.25 MM * Global multi-asset, multi-strategy.
Hedge Fund 48 -9.35% 10.18% 0.62% 11.28% 6.52% 114.07 MM 0.25 MM * Multi Strategy
Hedge Fund 49 -12.50% 12.62% 16.40% 13.20% -9.10% 4.00 MM 0.20 MM * Mkt neutral quant machine learning
Hedge Fund 50 -13.28% 3.66% 0.19% 11.67% -0.10% 17.98 MM 0.10 MM Sell put and call options
Hedge Fund 51 -14.60% 38.10% -16.02% 17.98% 48.08% 45.00 MM 0.10 MM Long/Short Equity Financial Sector
Hedge Fund 52 -17.74% -6.49% -17.69% -12.41% 31.52% 5.27 MM 0.25 MM * Long/short microcap & macro
Hedge Fund 53 -17.86% 13.26% 41.41% -5.18% 19.14% 3.46 MM 0.25 MM * AI drive futures stat arb fund
Hedge Fund 54 -18.58% 33.91% -17.12% 23.26% 27.76% 45.00 MM 0.25 MM * Focused equity, financial sector
Hedge Fund 55 -19.60% 40.80% -24.40% 5.00% 32.20% 36.00 MM 1.00 MM Long only
Hedge Fund 56 -28.77% 18.24% -13.88% 17.86% 22.69% 5.02 MM 0.25 MM * Equity Hedge long/short
Hedge Fund 57 - 30.68% -13.36% 21.40% -5.00% 10.74 MM 0.50 MM * Long Only
Hedge Fund 58 - 9.26% 2.74% 13.88% 5.12% 9.80 MM 0.25 MM * Delta neutral options strategy

* The Fund may agree to accept smaller investments at its discretion.

How Can I Participate?


Eligible investors can access the Hedge Fund Marketplace from the Investors' Marketplace, which is available in Client Portal and on our website.


Minimum Investments Allowed by the Funds


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.


Risks of Hedge Fund Investing


  • The funds listed in IBKR's Hedge Fund Marketplace may not have been registered under the securities laws of the United States, any state, or any other jurisdiction. The Hedge Fund Marketplace is not an offer to sell shares of any of the Funds. Rather, the offer to invest in the Funds may only be made by the private placement memorandum for the relevant Fund, and only to investors who meet certain eligibility requirements.
  • An investment in a Hedge Fund is speculative and involves a high degree of risk. Only sophisticated, high net worth investors with a high risk tolerance should participate.
  • The Hedge Funds listed on the website are independent from Interactive Brokers and Interactive Brokers will not supervise their trading decisions or be liable for losses.
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Step 2

Fund Your Account

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Step 3

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Notes:

  • Rates of Return are net of all fees and expenses.
  • 2019 rates reflect Year to Date values.
  • Rates displayed in bold have been designated as "Audited" by the hedge fund.
Disclosure

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.