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Turim 21 Investimentos Ltda.
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.
Latest 13F Filing Activity
Turim 21 Investimentos Ltda. filed their most recent 13F report on Jun 30, 2025 disclosing 79 equity positions with a total 13F market value of $511M. The fund increased holdings in Ishares Msci Brazil Capped Etf, Ishares 0-3 Month Treasury B, Ishares Msci Eafe Etf among other positions. Turim 21 Investimentos Ltda. reduced exposure to Invesco S&P 500 Equal Weight, SPDR S&P 500 Etf Trust, SPDR Gold Shares among others.
Top Holdings
Equity Positions (79)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
E EWZ | ISHARES MSCI BRAZIL CAPPED ETF | 27.39% | $140.0M | 4,853,442 | $28.34 | $28.85 | +$117.8M |
S SPY | SPDR S&P 500 ETF TRUST | 15.93% | $81.4M | 131,785 | $474.97 | $617.85 | -$8.3M |
E EFA | ISHARES MSCI EAFE ETF | 10.07% | $51.5M | 575,703 | $83.41 | $89.39 | +$14.7M |
B BIL | SPDR BLOOMBERG 1-3 MONTH T-B | 6.83% | $34.9M | 380,390 | $91.73 | $91.73 | -$160.5K |
M MSFT | MICROSOFT CORP | 6.31% | $32.3M | 64,856 | $355.40 | $497.41 | +$7.9M |
Industry Allocation
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