Hedge Fund - West Coast Asset Management

Lance Helfert And Paul Orfalea Bio, Returns, Net Worth

Managed by the duo of Lance Helfert and Paul Orfalea, West Coast Asset Management is--as its name implies--located in Santa Barbara, California. According to the fund itself, West Coast sports a "unique entrepreneurial style [that] brings a business owner’s sense of focus, opportunity and involvement to the art of investing." Lance Helfert and Paul Orfalea's operation also prides itself on various green initiatives, including a Platinum LEED-certified headquarters.

Lance Helfert And Paul Orfalea
Fund Profile
Filling Period:
Fund Holdings Sector Distribution
Fund Name: West Coast Asset Management
Manager Lance Helfert And Paul Orfalea
Portfolio Value $53,599,000
Change This QTR +0.94%
Filling Period:
Sorted by:
No. Security Ticker Shares Value (x$1000) Activity % Port
1. JNJ 57,868 $6,168 -1% 11.5%
2. KMB 46,966 $5,052 -2% 9.42%
3. MSFT 105,183 $4,876 -3% 9.09%
4. AAPL 45,949 $4,629 -3% 8.63%
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