C M Bidwell & Associates LTD
C.M. Bidwell & Associates, Ltd. is a boutique, independent, federally registered investment advisory firm headquartered in Honolulu, Hawaii, founded in 1979. The firm provides individualized financial planning and portfolio management services for institutions and individuals. With an academically oriented and research-driven staff, C.M. Bidwell continues to build on its legacy in quantitative investment research, catering to clients seeking disciplined and evidence-based asset management. The team’s expertise and continued learning contribute to a strong, client-focused environment. The firm typically maintains a small staff dedicated to its clients’ long-term investment success.
Investment Strategy
C.M. Bidwell & Associates, Ltd. employs a disciplined, research-oriented investment strategy rooted in the academic foundations established by its founder. The firm specializes in market anomaly research, aiming to identify superior investment opportunities using quantitative models. Their approach emphasizes stock selection based on factors such as positive earnings surprises and low price-to-earnings ratios, with continuous enhancements to their quantitative models. The firm compares client performance to similar market benchmarks and aligns its strategies with the goal of outperforming by leveraging academic rigor and market insights for both institutions and individuals.
Top Holdings
Equity Positions (436)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IWB | iShares Russell 1000 ETF | 9.35% | $18.0M | 53,081 | $278.92 | $339.57 | +$7.0M |
B BSV | Vanguard ST Bond ETF | 6.42% | $12.4M | 157,322 | $77.63 | $78.70 | -$71.5K |
V VTI | Vanguard Ttl Mkt ETF | 3.98% | $7.7M | 25,262 | $173.96 | $303.93 | +$825.8K |
I IWM | iShares Russell 2000 ETF | 3.76% | $7.2M | 33,565 | $204.57 | $215.79 | +$578.0K |
I IVV | iShares S&P 500 ETF | 3.45% | $6.6M | 10,702 | $619.58 | $620.90 | +$6.4M |