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PRODUCTS
A Path for Sophisticated Investors
Interactive Brokers’ Hedge Fund Capital Introduction Program brings the traditional capital introduction model online. The program allows hedge funds that use IBKR as their principal prime broker to market their strategies to IBKR clients who are Accredited Investors or Qualified Purchasers, and to other participating hedge funds.
Eligible clients can access the Hedge Fund Capital Introduction Program by logging in to the Client Portal or by visiting the Investors Marketplace.
The minimum investment for most independent funds participating in the Hedge Fund Capital Introduction Program is USD 25,000. However, some funds may have higher minimum investment requirements.
Fund Size (USD) | Number of Funds | Mean 6 Months Return | Median 6 Months Return | S&P 500 TR Index |
---|---|---|---|---|
EQ < 5 mil | 3,311 | 6.07 | 1.87 | |
5 ≤ EQ < 10 | 734 | 6.29 | 6.67 | |
10 ≤ EQ < 50 | 269 | 13.25 | 8.99 | |
50 ≤ EQ < 100 | 81 | 9.83 | 9.51 | |
100 ≤ EQ | 48 | 7.25 | 7.13 | |
All Funds | 4,443 | 6.62 | 3.01 | 6.20 |
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 |
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Fund | 2025 | 2024 | 2023 | 2022 | 2021 | AUM | Min. Invest. | Invest Strategy |
Hedge Fund | 48.47% | 53.18% | 64.23% | -28.95% | 22.30% | 92.00 MM | 2.00 MM* | Long only |
Hedge Fund | 29.59% | 112.63% | 43.47% | -3.94% | -12.78% | 129.57 MM | 0.25 MM* | Long/Short |
Hedge Fund | 27.80% | 80.05% | 148.08% | -81.23% | 2.17% | 34.30 MM | 0.25 MM | Primarily Long, strategic short/options |
Hedge Fund | 27.00% | -4.00% | 12.20% | 27.30% | 46.60% | 6.10 MM | 0.20 MM* | Value based, Long Only, US equities/ADR |
Hedge Fund | 23.34% | 47.98% | 34.94% | -51.68% | 25.05% | 369.35 MM | 0.25 MM* | Event Driven, Long/Short Value Investing |
Hedge Fund | 22.10% | 16.81% | 33.25% | 32.38% | 14.23% | 42.22 MM | 0.25 MM* | Long-biased equity |
Hedge Fund | 21.38% | 41.88% | 44.18% | -11.99% | 23.86% | 190.70 MM | 0.25 MM | Long/Short Equity Financial Sector |
Hedge Fund | 20.70% | -43.63% | -26.18% | 76.16% | 25.88% | 9.78 MM | 0.25 MM* | Long/short value stocks & macro |
Hedge Fund | 20.42% | 56.03% | 30.80% | -29.36% | - | 17.00 MM | 0.25 MM* | Long only |
Hedge Fund | 19.50% | 54.00% | 86.10% | -65.30% | - | 21.00 MM | 0.05 MM* | Long Only Global Growth in Technology |
Hedge Fund | 15.01% | 18.82% | 57.12% | -1.78% | - | 15.10 MM | 0.10 MM* | Global long biased fundamental equity |
Hedge Fund | 14.50% | 7.80% | 9.90% | 27.20% | 21.80% | 9.00 MM | 0.10 MM* | Fundamental Long Only |
Hedge Fund | 14.28% | 41.08% | 20.60% | 31.80% | - | 19.60 MM | 0.25 MM* | Global long/short fundamental equity |
Hedge Fund | 12.00% | 99.00% | - | - | - | 4.64 MM | 0.20 MM* | High quality U.S. equities |
Hedge Fund | 10.85% | 22.47% | 53.47% | -46.62% | 21.79% | 10.00 MM | 0.10 MM* | Long/Short |
Hedge Fund | 9.95% | 29.33% | 6.26% | -56.68% | 4.90% | 5.65 MM | 0.05 MM* | Concentrated, Long-Only Value Fund |
Hedge Fund | 9.81% | 20.10% | 23.10% | 4.30% | 18.00% | 106.00 MM | 0.50 MM* | Long/Short Variable net |
Hedge Fund | 9.37% | 13.38% | 6.71% | 0.93% | 9.95% | 64.29 MM | 0.25 MM* | Long/Short equity |
Hedge Fund | 8.75% | 15.01% | 18.70% | 10.75% | 18.99% | 60.18 MM | 0.50 MM | 0 DTE SPX - Absolute Return, Zero Beta |
Hedge Fund | 7.40% | 28.70% | 28.60% | -16.80% | 54.40% | 106.00 MM | 1.00 MM | Long only |
Hedge Fund | 7.39% | 9.09% | 7.19% | -10.63% | 15.20% | 3.00 MM | 0.50 MM* | Maximum positive months, long/short |
Hedge Fund | 7.23% | 57.06% | 31.02% | -21.43% | 16.08% | 21.90 MM | 0.25 MM* | Long/Short |
Hedge Fund | 6.88% | 31.04% | 11.41% | -12.19% | 62.18% | 122.00 MM | 0.25 MM* | Focused equity, financial sector |
Hedge Fund | 6.75% | 10.90% | 30.61% | - | - | 40.00 MM | 0.10 MM* | L/S, quality bias/multiples of money IRR |
Hedge Fund | 6.32% | 43.95% | 51.55% | -45.77% | 21.33% | 29.74 MM | 1.00 MM* | Long |
Hedge Fund | 4.93% | 43.54% | 27.77% | -24.66% | 9.85% | 10.40 MM | 0.25 MM* | Tax Deferred Long/Short NO K1 |
Hedge Fund | 3.22% | 9.79% | 16.54% | -6.33% | 9.88% | 64.00 MM | 0.25 MM* | Income Generating Options Strategy |
Hedge Fund | 2.94% | 3.91% | 13.33% | -5.54% | 14.45% | 19.00 MM | 1.00 MM* | Multi-asset class at discount to NAV |
Hedge Fund | 2.06% | 9.83% | 6.54% | -6.99% | 5.15% | 31.00 MM | 0.10 MM* | Unconstrained bond fund |
Hedge Fund | 1.50% | 5.20% | 0.70% | 24.30% | 14.50% | 26.00 MM | 0.25 MM* | Long-Short U.S. Equity, Low Correlation |
Hedge Fund | 0.28% | 3.74% | 19.11% | -24.99% | 7.65% | 14.80 MM | 0.10 MM | Quantitative arbitrage, program trading |
Hedge Fund | -2.28% | 35.05% | 30.44% | - | - | 49.62 MM | 0.25 MM* | Multi-strategy |
Hedge Fund | -2.98% | 21.22% | 21.70% | -21.20% | 38.30% | 10.40 MM | 0.10 MM | Multi-Stat, Options Based, Net Long Vol |
Hedge Fund | -3.88% | 42.41% | 33.36% | - | - | 57.79 MM | 0.25 MM* | Long/Short |
Hedge Fund | -7.72% | 30.56% | 41.70% | -5.50% | 20.90% | 17.80 MM | 0.10 MM* | Equity Hedge long/short |
Hedge Fund | -9.12% | 11.41% | 4.73% | 12.78% | 14.93% | 12.00 MM | 1.00 MM* | Quantitative |
Hedge Fund | -12.62% | -1.76% | 34.69% | -38.40% | -0.34% | 5.00 MM | 0.10 MM* | Hidden gem small cap companies |
Hedge Fund | -14.76% | 39.17% | 15.20% | -34.41% | -6.01% | 16.57 MM | 0.25 MM* | Long/Short equity. No leverage |
Hedge Fund | -15.67% | 26.95% | 26.35% | -14.48% | - | 11.92 MM | 0.25 MM* | Long only concentrated public equity |
Hedge Fund | -34.83% | -37.63% | 136.36% | -60.80% | 8.25% | 4.00 MM | 0.10 MM | Long bias, value investment, US & China |
* The Fund may agree to accept smaller investments at its discretion.
Rates of Return Returns as reported by Hedge Fund and Not Interactive Brokers |
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---|---|---|---|---|---|---|---|---|
Fund | 2025 | 2024 | 2023 | 2022 | 2021 | AUM | Min. Invest. | Invest Strategy |
Hedge Fund | 31.52% | 151.68% | 73.77% | - | - | 40.00 MM | 1.00 MM* | quantamental directional |
Hedge Fund | 29.68% | 8.82% | 21.67% | -18.64% | 22.49% | 34.00 MM | 0.25 MM* | Long-Term Value, Structured Product |
Hedge Fund | 7.25% | 1.99% | 9.95% | 20.96% | 33.82% | 11.90 MM | 0.50 MM* | Long-Biased |
Hedge Fund | 6.92% | 36.06% | 26.33% | - | - | 16.40 MM | 0.25 MM* | Long biased investing in BDCs |
Hedge Fund | 2.66% | -8.45% | 16.25% | -22.38% | -3.00% | 40.00 MM | 0.10 MM* | Long/Short & Events |
Hedge Fund | -0.70% | 8.60% | 10.11% | 12.56% | 12.13% | 21.15 MM | 0.10 MM* | Quantitative absolute returns strategies |
Hedge Fund | -1.98% | 8.76% | 27.35% | 10.51% | 19.22% | 57.00 MM | 0.25 MM* | Delta neutral options strategy |
Hedge Fund | -4.00% | 9.90% | 12.00% | 12.12% | - | 12.90 MM | 0.20 MM* | Long/Short on US index equity markets |
Hedge Fund | -6.64% | 35.20% | 29.48% | -71.16% | -4.52% | 4.50 MM | 1.00 MM* | We run a long-biased strategy |
Hedge Fund | -9.37% | 19.51% | 1.22% | 11.78% | 22.17% | 30.60 MM | 0.10 MM | Systematic Macro (trendfollowing) |
Hedge Fund | -19.90% | -12.90% | 34.00% | -19.70% | 38.40% | 185.00 MM | 1.00 MM* | Long biased equities |
Hedge Fund | - | 30.58% | 14.61% | -36.30% | -7.47% | 19.20 MM | 0.25 MM* | Long-only |
Hedge Fund | - | 16.29% | 3.90% | - | - | 14.70 MM | 0.50 MM* | Long-Bias, Value-Oriented, High Quality |
Hedge Fund | - | 38.08% | 27.12% | -29.05% | 10.69% | 7.29 MM | 0.25 MM* | Global multi-asset, multi-strategy. |
Hedge Fund | - | -34.47% | 6.40% | 3.90% | 37.60% | 3.60 MM | 0.10 MM* | Long and short across 60+ markets |
Hedge Fund | - | 45.30% | 37.60% | -19.32% | -6.10% | 41.70 MM | 0.25 MM* | Event-Driven, Long/Short |
Hedge Fund | - | 20.96% | 27.62% | -20.66% | 28.49% | 9.00 MM | 0.10 MM* | Long Biased Equity |
Hedge Fund | - | 19.85% | 32.28% | -8.80% | 22.16% | 48.70 MM | 0.50 MM* | Long ETFs, short ETF option strangles |
Hedge Fund | - | 16.24% | 3.05% | 1.90% | 12.43% | 7.36 MM | 1.00 MM* | Long/Short US-listed equities. |
* The Fund may agree to accept smaller investments at its discretion.
Hedge funds are privately managed investment funds that pool capital from accredited or institutional investors and aim to earn returns through a wide range of strategies, including those beyond what traditional mutual funds or ETFs pursue.
Key characteristics of hedge funds include:
Investing in hedge funds is typically limited to accredited or institutional investors. To qualify, individuals generally need a net worth over $1 million (excluding their primary residence) or an annual income exceeding $200,000 for the past two years ($300,000 with a spouse). Hedge funds are not listed on public platforms, so investors usually access them through private referrals, financial advisors, wealth management firms, or fund-of-funds.
Before investing, it's important to review the fund’s strategy, risk profile, fees, manager track record, and redemption terms. Investors must also sign legal documents, such as a private placement memorandum and subscription agreement, to confirm their eligibility. Minimum investments often start at $250,000 or more, and funds typically have restrictions on when money can be withdrawn.
Hedge funds can offer several benefits to investors. They often aim to deliver high returns by using a wide range of investment strategies. Hedge funds are flexible in what they can invest in, including stocks, bonds, currencies, and more. Some use techniques like short selling and leverage to try to profit in both rising and falling markets. This flexibility may help investors diversify their portfolios and reduce risk when markets are unstable. Many hedge funds are also managed by experienced professionals who closely monitor the markets and adjust their strategies based on changing conditions.
However, there are also important risks to consider. Hedge funds are not as transparent as regular mutual funds, so it can be hard for investors to fully understand what they are invested in. They often charge high fees, which can eat into profits. Many hedge funds also have limits on when investors can take their money out, making them less liquid than other investments. Because they sometimes use borrowed money or complex strategies, hedge funds can also experience large losses. For these reasons, they are usually only open to wealthy or experienced investors who can afford to take on more risk.
The Hedge Fund Capital Introduction Program is an online version of a capital introduction program. Hedge Funds using IBKR as their principal prime broker can market their funds to IBKR clients who are Accredited Investors or Qualified Purchasers. In addition, the Marketplace is a great resource for IBKR clients looking to research or invest with Hedge Funds.
Stay up to date with financial and macroeconomic events by subscribing to the IBKR Podcast channel by Interactive Brokers. Audio market commentary draws upon an array of industry experts to get unique insight on a variety of topics and asset classes. Episodes include discussions with researchers, leading financial services companies and veterans from the financial field.
Notes:
Disclosure
IRA accounts are not eligible to invest in participating Hedge Funds.
Information provided in the Hedge Fund Capital Introduction Program (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.