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Turim 21 Investimentos Ltda.

CIK:0001652174
Investment Adviser
$5B AUM
82 holdings
Rio de Janeiro, RJ, Brazil
Founded:2000
96 employees
Latest filing:Jun 30, 2025

Turim 21 Investimentos LTDA is a leading Brazilian investment advisory and wealth management firm headquartered in Rio de Janeiro. Founded in December 2000, the firm serves high net worth individuals, families, and institutional clients, providing customized investment solutions and advisory services. Turim 21 is registered with both the Brazilian Securities and Exchange Commission and the SEC as an investment adviser. As of August 2025, the firm manages over $5.2 billion in assets and employs approximately 96 professionals.

Investment Strategy

Turim 21 Investimentos offers tailored asset management and advisory solutions focused on wealth preservation, risk management, and long-term growth. The firm constructs globally diversified portfolios across equities, fixed income, and alternative strategies, utilizing both active and passive investment approaches. Turim 21 emphasizes personalized client service, transparency, and prudent stewardship of client assets, aiming to deliver sustainable results in changing market conditions. The client-centric strategy is complemented by rigorous due diligence and in-depth market analysis.

Top Buys
E
EWZISHARES MSCI BRAZIL CAPPED ETF
+$117.8M
S
SGOVISHARES 0-3 MONTH TREASURY B
+$14.8M
E
EFAISHARES MSCI EAFE ETF
+$14.7M
Q
QQQINVESCO QQQ TRUST SERIES 1
+$8.1M
M
MSFTMICROSOFT CORP
+$7.9M
Top Sells
R
RSPINVESCO S&P 500 EQUAL WEIGHT
-$18.2M
S
SPYSPDR S&P 500 ETF TRUST
-$8.3M
G
GLDSPDR GOLD SHARES
-$4.6M
M
MSTRMICROSTRATEGY INC-CL A
-$3.2M
V
VALEVALE SA-SP ADR
-$793.8K

Top Holdings

E
EWZISHARES MSCI BRAZIL CAPPED ETF
+27.4%$140.0M
S
SPYSPDR S&P 500 ETF TRUST
+15.9%$81.4M
E
EFAISHARES MSCI EAFE ETF
+10.1%$51.5M
B
BILSPDR BLOOMBERG 1-3 MONTH T-B
+6.8%$34.9M
M
MSFTMICROSOFT CORP
+6.3%$32.3M

Equity Positions (79)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
E
EWZ
ISHARES MSCI BRAZIL CAPPED ETF27.39%$140.0M4,853,442$28.34$28.85+$117.8M
S
SPY
SPDR S&P 500 ETF TRUST15.93%$81.4M131,785$474.97$617.85-$8.3M
E
EFA
ISHARES MSCI EAFE ETF10.07%$51.5M575,703$83.41$89.39+$14.7M
B
BIL
SPDR BLOOMBERG 1-3 MONTH T-B6.83%$34.9M380,390$91.73$91.73-$160.5K
M
MSFT
MICROSOFT CORP6.31%$32.3M64,856$355.40$497.41+$7.9M

Industry Allocation

SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+9.7%
SERVICES-PREPACKAGED SOFTWARE
+6.3%
METAL MINING
+6.0%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+5.3%
RADIO & TV BROADCASTING & COMMUNICATIONS EQUIPMENT
+1.1%