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Center for Investment Research Releases List of Ranking of Student Managed Investment Funds by AUM

[October 16, 2019]

Center for Investment Research Releases List of Ranking of Student Managed Investment Funds by AUM

The Center for Investment Research is pleased to release their inaugural ranking of the top 25 largest student-managed investment funds. This ranking is the result of a survey of over 300 student-managed investment funds. The schools contacted for the survey have verified the fund AUM (assets under management), as of 12/31/2018.

A student managed investment fund is a class or program that provides participating students an opportunity to gain valuable hands-on experience in security research, valuation of risky assets, and portfolio management. These classes allow students to manage live investment portfolios in preparation for entering the job market.

This survey was undertaken to highlight the significant assets that students manage. The Center reached out to a number of sources to find all of the colleges and universities that had these programs. Each school was then contacted to confirm the assets at year end. The Top 25 list is online at www.investmentresearch.org.

Organization	Official Fund Name	Created (Year)	Funds Under Management (as of 12/31/18)
University of Minnesota	Carlson Fund	1997	$35,900,000
University of Dayton	Davis Center for Portfolio Management	1994	$30,500,000
University of Texas	MBA Investment Fund, L.L.C.	1994	$28,100,000
University of Virginia	Darden Capital Management Club	1994	$16,300,000
University of Wisconsin- Madison	Hawk Center for Investment Analysis	1970	$15,980,000
Notre Dame	College of Business Advisory Council Fund	1974	$12,677,546
University of Arkansas-Fayetteville	Shollmier Fund	2000	$11,159,780
Ohio State University	Ohio State University Student Investment Management (SIM) Program	1990	$10,514,544
University of Iowa	University of Iowa Henry Fund	1998	$10,325,673
Washington & Lee University	Williams Investment Society	1998	$10,250,000
Southern Methodist University	Ann Rife Cox (News - Alert) Endowment Fund		$9,000,000
Northwestern University	Asset Management Practicum - Commingled, Crown, Kenney, and Nash Funds	1964	$8,300,000
Baylor University	Philip M. Dorr Alumni & Friends Endowed Investment Fund	2001	$7,600,000
University of St. Thomas	Aristotle Fund	1999	$7,200,000
Ohio University	Ohio Student Equity Management Group	2001	$7,145,447
Trinity University	Trinity Student Managed Fund Program	1998	$6,592,093
Creighton University	The Creighton Fund	1992	$6,502,560
St. John's University	Student Managed Investment Funds	2001	$5,700,000
College of Wooster	Hans H. Jenny Student Investment Club	1955	$5,540,000
University of Tulsa	University of Tulsa Student Investment Fund	1997	$5,078,815
Virginia Tech	BASIS (Bond and Security Investing by Students)	2006	$5,004,275
Michigan State University	Student Investment Fund (SIF)	2003	$4,600,000
University of Maryland	Student Managed Investment Fund	1993	$4,500,000
Rice University	MA Wright Investment Fund	1996	$4,200,000
Syracuse University	The Orange (News - Alert) Value Fund, LLC	2006	$4,000,000

The Center plans to update this survey on an annual basis. We encourage schools that are not listed here to contact us with their asset information so they can be included in future surveys.

About the Center

Founded in 1993 by a prominent group of academics, The Center for Investment Research is a 501 (c)(3) non-profit corporation brought into existence in response to the growing need for practical research designed to enhance the abilities of institutional money managers and sophisticated individual investors. The Center sponsors independent, in-depth research on current issues important to investors and investment professionals; supports programs aimed to fund academic work that will contribute to the improvement of our understanding of investments; and supports books, journals and guides to promote important investment topics and strategic insights that can be translated into implementable ideas in global investment management and finance.

View source version on businesswire.com: https://www.businesswire.com/news/home/20191016005780/en/

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