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

PLANO, Texas–(BUSINESS WIRE)–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 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 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.

Contacts

Melinda Estelle
Managing Director of Publications

The Center for Investment Research

(469) 666-6466

mestelle@investmentresearch.org
www.investmentreseach.org

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