The Oakmark Funds is a firm that provides investment management to nonprofit clients. They primarily provide their services regionally, with most clients in Georgia and Hawaii (although they are present in other states as well).
Most The Oakmark Funds clients are hospitals and museums, historical sites, and similar institutions with revenues ranging from $603 million to $1.5 billion.
| Name | Type | Location | |
|---|---|---|---|
| 1 | Piedmont Atlanta Hospital | 501(c)(3) | Atlanta, GA |
| 2 | Bishop Museum | 501(c)(3) | Honolulu, HI |
Competitors to The Oakmark Funds in the nonprofit sector include Empower Retirement Advisory Service, Metlife Life Insurance Company, Leafhouse Financial Advisors, LLC, Ab Funds, Raymond James and Associates, Investment Performance Services, Mid Atlantic Capital Corporation, Schneider Downs and Co., Inc., JP Morgan Funds, and Natixis Funds.
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