There is insufficient data to calculate a profile for WILLIAMS JONES & ASSOCIATES LLC. Symmetric profiles are based upon 13-F filings, which all hedge funds with over a 100MM in AUM are required to disclose with the SEC. As part of the filing, funds are required to disclose equity long positions in their portfolio. The absense of any long equity positions or insignificant AUM may be a few reasons for the lack of data on this fund.


Williams Jones & Associates Llc is an investment advisor that manages 5 BN dollars in regulatory AUM and has 31 employees, of which 15 perform investment advisory functions.

The manager's has disclosed holdings from to . The fund's latest filing disclosed 0MM in positions, representing 0% of the manager's regulatory AUM.


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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
EBIDTA Margin Debt/Assets Hedge Fund Crowding

WILLIAMS JONES & Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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WILLIAMS JONES & Founders and Key Employees

Name Title In Position Since
William P. Jones Jr. Chairman; Secretary; Managing Director August-1999
John J. Eager President; Treasurer; Managing Director August-1999
Jeff Schweon Chief Legal Officer; Chief Compliance Officer; Managing Director January-2005

WILLIAMS JONES & Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro
Auditor Pro
Auditor Pro
Auditor Pro
Custodian Pro
Custodian Pro
Custodian Pro

WILLIAMS JONES & Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. Registrant may utilize the following methods of security analysis:
 Charting - Analysis performed using patterns to identify current trends and trend reversals to forecast the direction of prices.
 Fundamental -Analysis performed on historical and present data, with the goal of making financial forecasts.

 Technical - Analysis performed on historical and present data, focusing on price and trade volume, to forecast the direction of prices.
 Cyclical - Analysis performed on historical relationships between price and market trends to forecast the direction of prices.

Registrant may utilize the following investment strategies when implementing investment advice given to clients:
 Long-term Purchases (securities held at least a year)
 Short-term Purchases (securities sold within a year)
 Trading (securities sold withi...
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WILLIAMS JONES & Portfolio Concentration


WILLIAMS JONES & Contact Information

Phone Number:
Fax Number:



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