CNBC | Here are the stock picks from the rising hedge fund stars at Sohn

A slew of Wall Street’s top hedge funds managers offered insights into their latest bets on Monday at the annual Sohn San Francisco Investment Conference.

The conference is best known for hedge-fund managers making market-moving presentations, and began this year with Next Wave Sohn, featuring the “next generation of talent” among hedge fund managers.

The Sohn conference held in San Francisco is the West Coast version of the investment conferences that began in New York. The conferences, presented in partnership with CNBC, benefit pediatric cancer and other causes for underserved youth…

Michael McLochlin, Highland Capital Management | Long: Marvell Technology Group (MRVL)
…Highland sees room for growth in Marvell’s solid state drive business, which should more than offset the decline in personal computer and notebook performance…

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Ruozhou Wang