David Bahnsen, CEO of the Johnson Group, discusses his top stock picks, which do not include a single mag seven name. He explains that they are just dividend growth investors and do not see any dividend growth names in the mag seven. They believe that individual names like Nvidia and Google are not a monolithic group and that their valuations are not true. They also share in fees when they manage money well across real estate, private equity, private credit, and infrastructure. Despite Blackstone's 20% drop, Bahnesen believes that its business is worth far more than it is trading at, making it a good value play. Another of his top picks is UnitedHealthCare, which has been down 40% over the past year.