The rallying stock market played favorites with retail-stock purchases made by top-performing funds in recent months, which included Lumber Liquidators (LL), Cabela's (CAB) and Brown Shoe Co. (BWS). Financials also were among recent winners. Several financial stocks made the latest list of New Buys Of Top-Performing Funds, but only one is focused on mortgages: Ocwen Financial (OCN). When this column last visited Ocwen in the Jan.