Heron private markets scorecard

View profiles for the world's private market funds, compare our quality scores, and track performance against our benchmarks.

Learn more about our scoring model and how you can get a private market portfolio recommendation.

Schedule a call
125
Number of funds included
7.4
Avg quality score
10.37%
12-month return
+0.41%
Avg premium to benchmark
TPG Twin Brook Capital Income Fund
9
10.43%
+2.20%
John Hancock Comvest Private Income Fund
8.8
9.66%
+1.36%
Antares Strategic Credit Fund
8.8
9.86%
+1.45%
AB Private Lending Fund
8.8
8.84%
+1.08%
Apollo Debt Solutions BDC
8.8
7.70%
-0.34%
CNL Strategic Capital, LLC
8.7
11.10%
-1.95%
Franklin Lexington Private Markets Fund
8.7
17.66%
+5.94%
Carlyle AlpInvest Private Markets Fund
8.7
16.73%
+4.03%
Coller Secondaries Private Equity Opportunities Fund
8.6
16.38%
+3.46%
Antares Private Credit Fund
8.6
10.30%
+1.55%
StepStone Private Venture and Growth Fund
8.6
40.23%
+24.64%
Oaktree Gardens OLP, LLC
8.5
10.19%
+1.65%
PGIM Real Estate Fund Inc.
8.6
10.68%
+1.64%
PGIM Private Credit Fund
8.6
13.42%
+4.40%
JPMorgan Private Markets Fund
8.5
12.60%
+3.08%
Blue Owl Real Estate Net Lease Trust
8.5
10.89%
+0.62%
Partners Group Growth, LLC
8.4
13.61%
+1.92%
Brookfield Infrastructure Income Fund Inc.
8.4
9.00%
-0.55%
North Haven Private Assets Fund
8.4
24.86%
+11.01%
Ares Private Markets Fund
8.4
12.65%
-1.01%
CAZ Strategic Opportunities Fund
8.4
16.21%
+2.00%
Crescent Private Credit Income Corp
8.6
9.46%
+0.54%
StepStone Private Markets
8.4
11.92%
+0.06%
Ardian Access LLC
8.4
26.35%
+12.50%
Pomona Investment Fund
8.4
5.27%
-6.54%
BlackRock Private Credit Fund
8.4
7.17%
-1.86%
MSD Investment Corp.
8.4
11.12%
+1.74%
Kayne DL 2021, Inc.
8.4
9.85%
+0.44%
LGAM Private Credit LLC
8.4
8.24%
-0.82%
North Haven Net REIT
8.4
8.29%
-1.22%
FS MVP Private Markets Fund
8.3
11.01%
-3.05%
BlackRock Private Investments Fund
8.3
20.78%
+3.88%
Apollo Diversified Credit Fund
8.3
10.31%
-0.53%
EQT Private Equity Company LLC
8.3
34.54%
+20.69%
Apollo Realty Income Solutions, Inc
8.3
5.87%
-3.79%
Golub Capital Private Credit Fund
8.3
9.04%
-0.12%
Sixth Street Lending Partners
8.3
16.59%
+7.23%
First Eagle Private Credit Fund
8.3
10.03%
-0.27%
Ares Core Infrastructure Fund
8.2
10.54%
-0.07%
AMG Pantheon Master Fund, LLC
8.2
7.46%
-6.46%
Ares Strategic Income Fund
8.3
8.43%
-0.47%
NB Private Markets Access Fund LLC
8.3
12.77%
-2.07%
Goldman Sachs Private Credit Corp.
8.2
8.19%
-1.79%
Starwood Credit Real Estate Income Trust
8.2
11.18%
+0.59%
Stone Point Credit Corp
8.2
10.92%
+0.39%
J.P. Morgan Real Estate Income Trust
8.2
6.16%
-4.02%
Barings Private Credit Corp
8.2
9.50%
-0.37%
Oaktree Strategic Credit Fund
8.2
7.51%
-2.84%
Hamilton Lane Private Secondary Fund
8.2
36.40%
+22.44%
NMF SLF I, Inc.
8.1
9.41%
-0.35%
Cohen & Steers Infrastructure Fund Inc
8.1
15.82%
+3.94%
Constitution Capital Access Fund, LLC
8.1
8.87%
-5.74%
Hamilton Lane Private Assets Fund
8.1
15.56%
+0.37%
Cliffwater Enhanced Lending Fund
8.1
11.28%
+1.34%
North Haven Private Income Fund LLC
8.1
7.79%
-2.62%
Clarion Partners Real Estate Income Fund Inc.
8.1
4.92%
-4.43%
AB CarVal Credit Opportunities Fund
8.1
10.41%
-0.27%
HPS Corporate Lending Fund
8
9.01%
-0.78%
Nuveen Churchill Private Capital Income Fund
8
7.83%
-2.74%
StepStone Private Infrastructure Fund
8
17.95%
+6.95%
Blackstone Secured Lending Fund
7.9
11.27%
+0.28%
Morgan Stanley Direct Lending Fund
7.9
8.36%
-2.16%
Cohen & Steers Income Opportunities REIT, Inc.
7.9
7.56%
-2.92%
Apollo Infrastructure Company
7.9
7.01%
-4.04%
Nuveen Global Cities REIT, Inc.
7.9
2.88%
-7.23%
Guggenheim Strategic Opportunities Fund
8
15.39%
+3.94%
Invesco Commercial Real Estate Finance Trust, Inc.
7.9
7.57%
-1.62%
Stellus Private Credit BDC
7.9
10.38%
-0.46%
Partners Group Next Generation Infrastructure, LLC
7.8
16.68%
+5.63%
T Series Middle Market Loan Fund LLC
7.8
8.53%
-2.22%
Monroe Capital Income Plus Corp
7.6
5.12%
-5.81%
Ares Capital Corp
7.8
11.34%
+0.47%
AB Private Credit Investors Corp
7.8
9.70%
-1.97%
YieldStreet Alternative Income Fund, Inc.
7.8
7.53%
-3.81%
Apollo S3 Private Markets
7.8
17.55%
+0.60%
Kayne Anderson BDC, Inc.
7.7
9.62%
-1.79%
MidCap Apollo Institutional Private Lending
7.7
8.32%
-3.24%
Main Street Capital Corp
7.7
22.21%
+9.36%
EQT Exeter Real Estate Income Trust, Inc.
7.7
6.34%
-4.57%
Diameter Credit Company
7.6
14.60%
+2.54%
Blackstone Private Credit Fund
7.6
7.48%
-3.94%
Hamilton Lane Private Infrastructure Fund
7.6
14.07%
+3.64%
Kennedy Lewis Capital Co
7.6
11.26%
-0.89%
Jefferies Credit Partners BDC Inc.
7.6
9.72%
-2.15%
HINES GLOBAL INCOME TRUST, INC.
7.6
6.45%
-5.56%
Ares Industrial Real Estate Income Trust Inc.
7.6
8.05%
-3.85%
Calamos Aksia Alternative Credit and Income Fund
7.6
9.61%
-2.02%
T. Rowe Price OHA Select Private Credit Fund
7.6
7.94%
-3.15%
Starwood Real Estate Income Trust, Inc.
7.6
-2.41%
-12.45%
Cliffwater Corporate Lending Fund
7.5
8.27%
-3.45%
Sixth Street Specialty Lending, Inc.
7.5
12.82%
+0.94%
Golub Capital BDC, Inc.
7.5
8.72%
-3.11%
Blue Owl Credit Income Corp.
7.8
7.20%
-3.81%
Bain Capital Private Credit
7.5
11.12%
-0.54%
HPS Corporate Capital Solutions Fund
7.3
13.12%
N/A
FS Credit Real Estate Income Trust, Inc.
7.3
6.80%
N/A
Blue Owl Technology Finance Corp.
7.2
10.47%
N/A
Capital Southwest Corporation
7.1
16.45%
N/A
Fidelity Private Credit Fund
6.9
7.13%
N/A
Eagle Point Credit Company Inc
5.4
-13.79%
N/A
Lord Abbett Private Credit Fund
6.9
10.78%
N/A
Cascade Private Capital Fund
6.9
22.80%
N/A
Barings Capital Investment Corp
6.8
11.54%
N/A
BIP Ventures Evergreen BDC
6.7
13.91%
N/A
Hercules Capital, Inc
6.2
23.99%
N/A
Flat Rock Enhanced Income Fund
6.1
10.69%
N/A
PennantPark Floating Rate Capital Ltd
5.7
3.42%
N/A
Flat Rock Opportunity Fund
6
-1.25%
N/A
New Mountain Private Credit Fund
5.4
5.02%
N/A
Blue Owl Capital Corporation
6.3
7.57%
N/A
Star Mountain Lower Middle-Market Capital Corp
4.9
12.20%
N/A
Gladstone Capital Corporation
4.8
13.07%
N/A
PIMCO Flexible Credit Income Fund
4.8
11.28%
N/A
FS Specialty Lending Fund
4.7
5.71%
N/A
Prospect Capital Corporation
4.6
-14.31%
N/A
MidCap Financial Investment Corp
4.5
7.43%
N/A
Franklin BSP Capital Corp
4.4
3.60%
N/A
Carlyle Credit Solutions, Inc.
4.3
7.15%
N/A
Crescent Capital BDC, Inc
4.2
5.05%
N/A
Silver Point Specialty Lending Fund
4
6.26%
N/A
Stellus Capital Investment Corp
3.9
8.53%
N/A
Oaktree Specialty Lending Corporation
3.8
2.22%
N/A
TCW Direct Lending VII LLC
3.2
-4.68%
N/A
Oxford Square Capital Corp
3
0.65%
N/A
Monroe Capital Corporation
3
-2.17%
N/A

Get your private market portfolio recommendation.

10.2% average client return after fees
Up to 10,000+ assets in each portfolio
20+ highly ranked private market funds
Customize your portfolio

White-glove support at every step.

Schedule a personalized platform tour
Ask support questions before you invest
Get dedicated account support

Charts, images, and other visual materials are for illustrative purposes only and should not be considered individualized investment advice. The strategies shown may not be suitable for all investors.

The information on this website does not constitute an offer to sell securities or a solicitation of an offer to buy securities. Further, none of the information contained on this website is a recommendation to invest in any securities or a recommendation of any interest in any investment offered by Warbler Labs, Inc. or any of its subsidiaries (collectively, “Warbler”).

Any financial forecasts or financial returns, whether in the form of interest or appreciation displayed on this website are for illustrative purposes only and are not a guarantee of future results. Private credit investments are subject to credit, liquidity, and interest rate risk. In the event of any default by a borrower, you will bear a risk of loss of principal and accrued interest on such loan, which could have a material adverse effect on your investment. A borrower may default for a variety of reasons, including non-payment of principal or interest, as well as breaches of contractual covenants. Credit risks associated with the investments include (among others): (i) the possibility that earnings of a borrower may be insufficient to meet its debt service obligations; (ii) a borrower's assets declining in value; and (iii) the declining creditworthiness, default, and potential for insolvency of a borrower during periods of rising interest rates and economic downturn.

Any investment target return presented here is intended for informational purposes only and does not guarantee future performance or results. This model assumes no variability, including no loan defaults, fluctuations in interest rate, customer withdrawal requests, late payments, or penalties, and our management fees have remained unchanged throughout this projection. Please be aware that all investment involves inherent risks, and past performance is not indicative of future outcomes. Customers are advised to consult their own legal and tax advisers regarding their specific circumstances and needs. We do not accept any liability for any loss or damage arising from the use of this information or for any actions taken based on this information without seeking professional advice.

Private equity investments involve a high degree of risk, including the potential loss of the entire investment, illiquidity, long holding periods, limited transparency, and sensitivity to economic and market conditions. Diversification does not ensure a profit or protect against loss, and past performance is not indicative of future results. Comparisons to individual private funds, public markets, institutional portfolios, or other benchmarks are provided for illustrative purposes only. These may not represent a direct comparison, may rely on data reported by third-party managers, and may reflect differing methodologies, time periods, or investment universes. Data from underlying fund managers may be subject to reporting lag, estimation, or revision.

No communication by Heron or any of its affiliates through this website should be construed or is intended to be investment, tax, financial, accounting, or legal advice. Heron Advisory, Inc., d.b.a. Heron Finance is an SEC-registered investment advisor (RIA). Such registration should in no way imply that the SEC has endorsed the entities, products or services discussed herein.