Clients
H&H International Investment serves 2 clients. The average client has about $12.7 billion with the firm.
- High-net-worth individuals53%
- Pooled investment vehicles2 clients15%
- Corporations and other businesses32%
What it does
H&H International Investment provides portfolio management for individuals and small businesses and portfolio management for pooled vehicles. It is paid through a percentage of assets and performance-based fees.
H&H International Investment advises no private funds.
100.0% of assets ($25.50B across 12 accounts) are managed with discretion. 100% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
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| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | Not reported | $13,589,301,905 | 53.3% | — |
| Pooled investment vehicles | 2 | $3,710,186,758 | 14.5% | $1.86B |
| Corporations and other businesses | Not reported | $8,200,243,160 | 32.2% | — |
| Total | 2 | $25,499,731,823 | 100% | $12.75B |
- Regulatory AUM
- $13,589,301,905
- Share
- 53.3%
- Avg. per client
- —
- Regulatory AUM
- $3,710,186,758
- Share
- 14.5%
- Avg. per client
- $1.86B
- Regulatory AUM
- $8,200,243,160
- Share
- 32.2%
- Avg. per client
- —
What the accounts hold
The filed percentages total 103%. The values below are shown as filed.
- Exchange-traded equity securities
- 79%
- U.S. government/agency bonds
- 22%
- Cash and cash equivalents
- 2%
Custodians
H&H International Investment’s client accounts are held mainly at Interactive Brokers, with 50% of managed assets, and Charles Schwab, with 35%. H&H International Investment does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. Advisor Services (CRD# 5393) · West Lake, TX · $8.95B35%
- Interactive BrokersInteractive Brokers LLC · Greenwich, CT · $12.83B50%
- All other custodians$3.71B15%
Ownership and leadership
Yong Duan owns 75% or more of H&H International Investment.
- Owns 75% or more of H&H International Investment, LLC
Yong Duan
Control person · since February 2018
Leadership
- Eric HuChief Compliance Officer
- Yong DuanOwner
Staff
- 2 employees
- 2 in advisory functions
- 1 state-registered rep
Reported holdings
H&H International Investment’s reported 13F holdings total $19.10B across 18 positions, and the ten largest make up 98.8% of it.
- $19.10B
- Reported 13F value
- 18
- Positions
- 98.8%
- In the 10 largest
- −4.5%
- Value vs. prior quarter
- Apple Inc.41.1%
- Berkshire Hathaway Inc. Del · CL B New24.2%
- Pdd Holdings Inc. · Sponsored ADS10.0%
- Tesla Inc.7.4%
- Nvidia Corporation6.6%
- Alphabet Inc. · Cap Stk CL C3.6%
- Occidental Pete Corp.2.6%
- Microsoft Corp.1.5%
- Credo Technology Group Holdi1.0%
- Unitedhealth Group Inc.0.9%
Together, the ten largest are 98.8% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $19.10B is not its $25.50B in regulatory assets and does not represent any individual client's portfolio.
Fees
H&H International Investment charges up to 2.10% a year for investment advisory services.
| Service | Stated range | How it is charged |
|---|---|---|
| Investment advisory services | Up to 2.10% a year | Percentage of assets; negotiable, billed in arrears. |
- Stated range
- Up to 2.10% a year
- How it is charged
- Percentage of assets; negotiable, billed in arrears.
Offices and registrations
Besides its headquarters, H&H International Investment has 0 offices, with 1 listed address in 1 state.
California · 1 listed address
- 2479 E Bayshore RD #120, Palo AltoHQ
Registration details
- Legal name
- H&H International Investment, LLC
- Headquarters
- 2479 E Bayshore RD #120, Palo Alto, CA 94303
- Phone
- 650-319-6832
- Website
- Not reported
- SEC file
- 801-112873
- Founded
- 2017
- Structure
- California LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does H&H International Investment have?
H&H International Investment has 2 clients and manages $25.5 billion for them, as of September 2026.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 September 2026
What services does H&H International Investment offer?
H&H International Investment provides portfolio management for individuals and small businesses and portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does H&H International Investment charge?
H&H International Investment charges up to 2.10% a year for investment advisory services.
Source: Part 2A brochure, Item 5
Which custodians does H&H International Investment use?
H&H International Investment’s separately managed account assets are held at Interactive Brokers LLC (Greenwich, CT), with $12,834,908,817 and Charles Schwab & Co., Inc. Advisor Services (CRD# 5393) (West Lake, TX), with $8,954,636,248. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 September 2026
How many financial advisors does H&H International Investment have?
H&H International Investment has 1 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does H&H International Investment invest in?
At the end of its last fiscal year, H&H International Investment’s separately managed accounts held 79% exchange-traded equities, 22% U.S. government and agency bonds and 2% cash and equivalents. It advises no private funds of its own.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does H&H International Investment have a minimum investment?
No, H&H International Investment has no minimum account size.
Source: Part 2A brochure, Items 5 and 7
Who owns H&H International Investment?
H&H International Investment’s direct owner is Yong Duan (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 17 September 2026
How does H&H International Investment get paid?
H&H International Investment is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file