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


Official Fund Name

Created (Year)

Funds Under Management

(as of 12/31/18)

University of Minnesota

Carlson Fund



University of Dayton

Davis Center for Portfolio Management



University of Texas

MBA Investment Fund, L.L.C.



University of Virginia

Darden Capital Management Club



University of Wisconsin- Madison

Hawk Center for Investment Analysis



Notre Dame

College of Business Advisory Council Fund



University of Arkansas-Fayetteville

Shollmier Fund



Ohio State University

Ohio State University Student Investment Management (SIM) Program



University of Iowa

University of Iowa Henry Fund



Washington & Lee University

Williams Investment Society



Southern Methodist University

Ann Rife Cox Endowment Fund



Northwestern University

Asset Management Practicum – Commingled, Crown, Kenney, and Nash Funds



Baylor University

Philip M. Dorr Alumni & Friends Endowed Investment Fund



University of St. Thomas

Aristotle Fund



Ohio University

Ohio Student Equity Management Group



Trinity University

Trinity Student Managed Fund Program



Creighton University

The Creighton Fund



St. John’s University

Student Managed Investment Funds



College of Wooster

Hans H. Jenny Student Investment Club



University of Tulsa

University of Tulsa Student Investment Fund



Virginia Tech

BASIS (Bond and Security Investing by Students)



Michigan State University

Student Investment Fund (SIF)



University of Maryland

Student Managed Investment Fund



Rice University

MA Wright Investment Fund



Syracuse University

The Orange Value Fund, LLC



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.


Melinda Estelle
Managing Director of Publications

The Center for Investment Research

(469) 666-6466

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