Private markets
Raises and manages private equity, private credit, infrastructure and real estate funds for institutions and wealthy investors.
Private equity, private credit, infrastructure and real estate funds have become a large part of how institutions and wealthy investors put money to work. This theme covers the firms that raise and manage those funds.
Companies
26
Core
19
With a moat
62%
Average quality
46
1 wide moat · 15 narrow moat · 10 no moat · Open in screener →
Core The theme describes the company's main business. Partial A meaningful part of the business, but not the main one.
Companies
| Company | Exposure | Industry | Moat | Quality | Market cap |
|---|---|---|---|---|---|
| BN BROOKFIELD Corp /ON/ | Core | Asset & Wealth Managers | Narrow | 52 | $101.3B |
| BX Blackstone Inc. | Core | Asset & Wealth Managers | Narrow | 66 | $80.4B |
| KKR KKR & Co. Inc. | Core | Asset & Wealth Managers | Narrow | 36 | $77.6B |
| BAM Brookfield Asset Management Ltd. | Core | Asset & Wealth Managers | Narrow | 76 | $72.2B |
| APO Apollo Global Management, Inc. | Core | Asset & Wealth Managers | Narrow | 52 | $65.5B |
| ARES Ares Management Corp | Core | Asset & Wealth Managers | Narrow | 54 | $40.7B |
| TPG TPG Inc. | Core | Asset & Wealth Managers | Narrow | 39 | $16.6B |
| OWL BLUE OWL CAPITAL INC. | Core | Asset & Wealth Managers | Narrow | 42 | $14.0B |
| CG Carlyle Group Inc. | Core | Asset & Wealth Managers | Narrow | 41 | $13.0B |
| STEP StepStone Group Inc. | Core | Asset & Wealth Managers | Narrow | 32 | $5.1B |
| HLNE Hamilton Lane INC | Core | Asset & Wealth Managers | Narrow | 78 | $4.5B |
| DBRG DigitalBridge Group, Inc. | Core | Asset & Wealth Managers | Narrow | 51 | $3.0B |
| GCMG GCM Grosvenor Inc. | Core | Asset & Wealth Managers | Narrow | 58 | $2.5B |
| PAX Patria Investments Ltd | Core | Asset & Wealth Managers | None | 53 | $1.8B |
| VINP Vinci Compass Investments Ltd. | Core | Asset & Wealth Managers | None | 46 | $715M |
| RMR RMR GROUP INC. | Core | Asset & Wealth Managers | None | 36 | $563M |
| GEG Great Elm Group, Inc. | Core | Payments & Fintech | None | 25 | $67M |
| BENF Beneficient | Core | Consumer & Specialty Finance | None | 25 | $15M |
| CWD CaliberCos Inc. | Core | Asset & Wealth Managers | None | 13 | $3M |
| BLK BlackRock, Inc. | Partial | Asset & Wealth Managers | Wide | 62 | $182.7B |
| AMG AFFILIATED MANAGERS GROUP, INC. | Partial | Asset & Wealth Managers | Narrow | 63 | $10.0B |
| CIGI Colliers International Group Inc. | Partial | Real Estate Services & Development | Narrow | 39 | $5.0B |
| SII SPROTT INC. | Partial | Consumer & Specialty Finance | None | 69 | $4.6B |
| AKR ACADIA REALTY TRUST | Partial | Retail & Net-Lease REITs | None | 33 | $2.5B |
| ABX Abacus Global Management, Inc. | Partial | Property & Casualty Insurance | None | 34 | $770M |
| ALTI AlTi Global, Inc. | Partial | Asset & Wealth Managers | None | 26 | $385M |
26 companies.
Price versus fair value for every company is in the screener.