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 $56,824,000
Change This QTR +1.25%
Filling Period:
Sorted by:
No. Security Ticker Shares Value (x$1000) Activity % Port
1.) TAP 87,841 $6,514 -2% 11.46%
2.) JNJ 58,032 $6,071 +2% 10.68%
3.) KMB 47,536 $5,287 +2% 9.3%
4.) MSFT 107,504 $4,483 +2% 7.88%
News, Interviews and Investor Letters
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