Would you rather own one share of Goldman Sachs , or a portfolio containing the following stocks: Apollo, Ares, Blackstone, Carlyle, KKR and Oaktree? This is an admittedly apples-to-oranges question, but for those following Wall street, particularly stock investors, it's worth a very close look. Here’s a big point to consider: Goldman currently carries a market value of about $100 billion, bigger than the $90 billion-plus in combined market value of my basket of alternative managers. And yet, it is the group of private equity stocks that are more profitable than Goldman.