Family Office · CIK 0000898382

Leon Cooperman

Omega Family Office
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Leon Cooperman runs Omega Family Office, a family office overseeing $3.01B in disclosed equity holdings (SEC CIK 0000898382). The latest 13F filing (2025Q4) discloses 40 positions across 10 sectors, with the largest positions in RKT, VRT and ET. On a mark-to-market basis the tracked portfolio has returned 39.0% over the past year. OpenStocks tracks 33 consecutive 13F filings for this manager — every position change, new entry, and exit is logged below.

Portfolio
$3.01B
Positions
40
Quarter
2025Q4
Filings tracked
33
1Y+39.0%3Y+64.0%5Y+23.4%Full performance →
1-Yearactual
+39.03%
since 2024Q4
3-Yearactual
+64.00%
since 2022Q4
5-Yearactual
+23.39%
since 2020Q4
10-Year
insufficient history

Performance overview

We mark Leon Cooperman (Omega Family Office)'s disclosed 13F book to current market prices and compare its growth against the S&P 500 (SPY). Leon's portfolio is 39.0% over the last 12 months · 164.0% since 2013Q2.

Portfolio growth vs SPY
Rebased to 100 at 2013Q2 · through 2025Q4
Leon Cooperman
-53.8%
SPY
-231661211455722994314302013Q22021Q42025Q4
Portfolio line tracks reported 13F AUM (mark-to-market on filing dates). It includes inflows/outflows so it isn't a pure time-weighted return — same convention as Dataroma and StockCircle.
Capital flow per quarter
BuysSellsNet
+$203.02B+$101.51B$0-$101.51B-$203.02B'22Q1'22Q2'22Q3'22Q4'23Q1'23Q2'23Q3'23Q4'24Q1'24Q2'24Q3'24Q4'25Q1'25Q2'25Q3'25Q4
Latest · 2025Q4
-$174M
Lifetime buys
$225.55B
Lifetime sells
$318.63B
Portfolio over time
AUMPositions
$0$626.73B$1.25T$1.90T5640'22Q1'23Q4'25Q4
QoQ AUM
-5.9%
16Q lifetime AUM
-99.8%
QoQ positions
-1
16Q lifetime positions
-13
Position concentration
54 positions
Top 1
8%
of book