AQR Capital Management is a global investment firm that uses computer models and data to make investment decisions. AQR offers various investment strategies, including alternative and traditional approaches. AQR provides investment advice to mutual funds, European investment schemes, private investment vehicles, and separately managed accounts for institutional investors and individual investor clients. AQR also provides model portfolio recommendations to unaffiliated model portfolio platforms or sponsors.
Assets Under Management$160B
Clients389
Advisors1
Avg. per Client$410M
Avg. per Advisor$160B
Fee Structure
Investment management only (planning not offered)
AQR offers investment management services with fees based on a percentage of your portfolio. These fees vary depending on the type of account and the investment strategy used.
- Mutual Funds: Fees range up to 1.45% of your portfolio annually, plus operating expenses.
- European Investment Schemes (UCITS): Fees range up to 1.80% of your portfolio annually, plus operating expenses. Some funds also have a performance fee of up to 20% of net profits.
- Sponsored Funds: Fees include an annual fixed fee (or tiered fee) of up to 2.90% of your portfolio, typically paid monthly or quarterly in advance. Some funds also have a performance fee of up to 36% of net profits.
- Institutional Managed Accounts: Fees are negotiated and generally range up to 1.60% of your portfolio annually, paid after the end of the month or quarter. Some accounts have performance fees of up to 30% of net profits.
- Independent / RIA Accounts: Fees are negotiated and generally range up to 2.50% of your portfolio annually, paid after the end of the quarter. Performance fees are not charged for these accounts.
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