What if you had copied Omega Family Office?
Leon Cooperman
The verdict
Copying Omega Family Office's 13F filings from Feb 2020 would have turned $10,000 into $19,671, less than the S&P 500 did.
The S&P 500 turned the same $10,000 into $24,639 over the same days. The copy returned +10.6% a year against +14.4% for the S&P 500, 3.8 points a year behind. Its worst fall was 45.1%, from Feb 19, 2020 to Mar 23, 2020. The S&P 500's worst fall over the test was 33.7%.
Copied Feb 18, 2020 to Nov 9, 2026 · SEC 13F filings and daily closes
What $10,000 became
- Copying Omega Family Office$19,671
- S&P 500$24,639
- Bought their first portfolio and never traded$17,908
If you had bought their first portfolio and never traded, you would have ended at $17,908, so following every move earned $1,763 more.
- $10,000 copied
- $19,671
- +96.7%, +10.6% a year
- In the S&P 500
- $24,639
- +146.4%, +14.4% a year
- No trading
- $17,908
- Bought their first portfolio and never traded
- Worst fall
- −45.1%
- Feb 19, 2020 to Mar 23, 2020
- Trades
- 197
- 118 buys, 79 sales over 24 filings; about 46% of the copy traded a year
The moves that made the most
- VRTVertiv+$2,336
Held since Nov 2020, the stock up 999%
- ETEnergy Transfer+$1,254
Held since Feb 2020, the stock up 168%
- GOOGLAlphabet+$965
Held from Feb 2020 to Aug 2026, the stock up 293%
- MPMp Materials+$955
Held since Feb 2021
- DVNDevon Energy+$701
Held from May 2021 to Nov 2024, the stock up 81%
- MSFTMicrosoft+$639
Held from Feb 2020 to Aug 2025, the stock up 192%
The moves that cost the most
- UALUnited Airlines−$534
Held from Feb 2020 to May 2020, the stock down 70%
- RKTRocket Cos−$481
Held since Feb 2026, the stock down 18%
- BHCBausch Health Cos−$421
Held from Aug 2021 to Aug 2023, the stock down 70%
- WSCWillscot−$304
Held since Feb 2021, the stock down 19%
- FISVFiserv−$257
Held from Feb 2020 to Nov 2025, the stock down 49%
- ASPUAspen−$202
Held from Feb 2020 to Aug 2023, the stock down 99%
Year by year
| Year | Copy | S&P 500 | Gap, pts |
|---|---|---|---|
| 2020from Feb 2020 | −6.2% | +13.1% | −19.4 |
| 2021 | +33.6% | +28.7% | +4.8 |
| 2022 | −12.0% | −18.2% | +6.1 |
| 2023 | +18.9% | +26.2% | −7.3 |
| 2024 | +27.1% | +24.9% | +2.2 |
| 2025 | +8.1% | +17.7% | −9.6 |
| 2026to Nov 2026 | +9.3% | +11.5% | −2.2 |
A historical test on paper, before costs and taxes. It trades at the close of the first trading day after each filing comes out, up to 45 days after the quarter, and skips delisted companies, which flatters it.